Chief Financial & Strategy Officer (CFO)
Confidential
Chief Financial & Strategy Officer (CFO)
About the Company
Mission-driven organization providing individualized care services to people with developmental disabilities
Industry
Non-Profit Organization Management
Type
Non Profit
Founded
2019
Employees
501-1000
Specialties
- clinical optimization
- behavioral health
- research
- healthcare innovations
- professional education
- autism
- developmental disabilities
- fundraising
- providers
- and healthcare network
About the Role
The Company is in search of a Chief Financial and Strategy Officer (CFSO) with a modern and dynamic approach to the role. This is not a traditional CFO position; the ideal candidate will be a strategic operator and generalist leader, capable of architecting financial and operational infrastructure, ensuring data and insights are accessible, and driving cross-functional alignment. The CFSO will be a key partner to the executive team and board of directors, with a focus on shaping the future of the organization and driving initiatives that promote equity and access in the services provided. The role goes beyond finance to include leading an integrated portfolio that spans various critical functions, and the successful candidate will be a change agent with a future-focused perspective. Key responsibilities for the CFSO at the company include inspiring trust, building healthy teams, driving value, activating the digital agenda, modernizing skills, anticipating market change, and optimizing how work gets done. The role requires a leader with a bold, community-oriented, equity-informed, and well-being-driven approach, who is a technical innovator, an excellent storyteller, and possesses a flexible yet firm mindset. The candidate should have a strong background in strategic thinking, financial acumen, and AI and digital expertise, with a global perspective on healthcare markets. While the company is open to diverse experiences, the role is best suited for a strong people leader with a history of building scalable growth ecosystems in creative and fast-moving industries.
Hiring Manager Title
CEO
Travel Percent
Less than 10%
Functions
- Finance
- Strategy
$228k - $285k
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...Human Services Department of Contra Costa County is seeking an experienced, human services finance professional to serve as Chief Financial Officer. This role is responsible for the development, review, revision and implementation of policies and procedures for the...Suggested$160k - $180k
...accuracy, integrity, and timeliness of financial reporting. This role leads core general... ...efforts and contribute to broader business strategy discussions Serve as a trusted... ...balance. Most of our work happens in the office to spark creativity and community, but we...SuggestedWork at officeRemote workWeekend work- ...timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single-minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting...SuggestedFull timeTemporary workFlexible hoursWeekend work
- ...timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single-minded in their pursuit of ensuring compliance and achieves this goal through optimizing...SuggestedFull timeTemporary workFlexible hoursWeekend work
$100k - $185k
...sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. Platform Accounting Group is a rapidly growing...Work experience placementWork at officeLocal areaRemote workFlexible hours$238k - $362.6k
...major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago... ...continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display...Local areaWorldwide$100k - $150k
..., California, United States Allworth Financial is an independent investment financial advisory... ...CA, Vancouver, WA or Pleasant Hill, CA offices. The Tax Manager is responsible for tax... ...notices Participate in internal strategy discussions with clients and collaborate...Full timeTemporary workLocal area$97.84k - $110k
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...practice, supporting initiatives to expand the client base and increase market share. Develop and execute business development strategies aimed at acquiring new clients and strengthening the firm's presence in the region. Participate in client proposals,...Full timeLocal areaRemote workFlexible hours$150k - $200k
Finance Manager - Mercedes-Benz of Walnut Creek Mercedes-Benz of Walnut Creek is looking for a Finance Manager to join our team! Salary: $150,000 to $200,000 Why work for Mercedes-Benz of Walnut Creek? More than half of our employees have had an internal promotion...Hourly payFull timeImmediate start- ...effective management and profitable operation of yourassigned branch office. Responsibilities Coordinate the approval process for all loans and lines of credit Oversee the flow of cash and financial investments Analyze information to assess current and future...Work at office
$110k - $130k
...Contribute to the development and implementation of tax planning strategies for high net worth individuals and families. Assist in... ...informed about new regulations and industry developments. Analyze financial data and documents to identify tax planning opportunities and...$98.5k - $160k
...professionals, delegating tasks and responsibilities, and overseeing the work of your team members. Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning....Full timeLocal areaRemote workFlexible hours- ...of the Bay Area Multiple Northern California office locations Hybrid flexibility as the standard... ...Advise on estate structures, wealth transfer strategies, and trust planning Review and analyze complex financial and tax reporting with clients Serve as a trusted...Private practiceWork at officeRemote workFlexible hours
$130k - $173k
...Trust San Jose, CA (Hybrid Preferred) Many office locations throughout the region | Fully... ...on wealth transfer and succession strategies Manage multiple client engagements while... ...building relationships with attorneys, financial advisors, and family offices is a plus...Private practiceWork at officeRemote workFlexible hours- ...hedge fund operations, where you'll guide a team, oversee NAV and P&L reporting, and ensure the delivery of accurate, high-quality financials for sophisticated clients. You'll partner closely with clients and auditors, contribute to new product initiatives, and play a...Ongoing contract
$135k - $250k
...HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State &... ..., Chicago, Houston, New Jersey, New York City, or Philadelphia office. You'll work alongside an integrated team of seasoned, well-known...Work at officeLocal area$160k - $190k
...issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review...Remote work- ...risks Qualifications: 5+ years of tax experience in public accounting (8+ years for senior manager) Familiarity with Microsoft Office products (including Word and Excel) Advanced knowledge of accounting principles and current tax laws Job Type: Full-time...Full timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$180k - $240k
...state tax credits & incentives Developing and implementing tax strategies to minimize tax liabilities and maximize opportunities... ...business travel accident insurance, short and long term disability, financial wellness coaching, educational assistance, Care.com membership...Temporary workFlexible hours- ...Job Description Job Description Description: Please note that we have positions across all office locations: We are looking for an experienced public accountant with at least five years of experience who understands the importance of professionalism, clear and...Work at office
$141k - $180k
Senior Tax Manager Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager to join their dynamic team. Position Responsibilities: Consolidated C corporation compliance...Full timeLocal areaRemote workFlexible hours$125k - $195k
...Description Job Description Tax Manager – Public Accounting Firm (Confidential Search) Location: San Francisco Bay area - Multiple Office Locations Work Style: Hybrid (flexible in-office schedule) Compensation: $125,000 – $195,000 base + bonus (DOE) About the...Work at officeFlexible hours- ...Job Description Job Description Description: Financial Planning Manager (High-Net-Worth Clients) Department: Financial Planning... ..., and completeness Mentor planners on complex planning strategies and client communication Recruit, hire, and onboard new planning...
- ...verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday... ...to obtain) Life and Health license (must be able to obtain) Office hours are Monday - Friday 8:30am to 5:30pm (includes some...Hourly payWork at officeLocal areaMonday to FridayAfternoon shift
$90k - $175k
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has... ...field required 6-8+ years’ experience in Accounting or Back Office Operations working for a Prime Broker, Administrator, Hedge Fund...Ongoing contractFull timeWork at office$22.7 - $37.84 per hour
About the Role: The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s), (TMC). The TMA role will serve as the primary sales support contact to the TMC in assisting with Treasury Management sales related...$195k - $225k
...rapidly, so does the complexity of our financial planning. We are looking for a Director... ...realistic, data-driven, and aligned with strategy. Systems, Process & Data Integrity... ...balance. Most of our work happens in the office to spark creativity and community, but we...For contractorsWork at officeRemote workWeekend work$135k - $250k
...HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State &... ...Manager based out of our California, New Jersey, or New York City offices, you'll work alongside an integrated team of seasoned, well-...Work at officeLocal area
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