Fractional CFO

Broadview at Purchase College

GENERAL SUMMARY:

A unique opportunity exists to join a team in creating a vibrant senior learning community on the campus of Purchase College, State University of New York. The residents of this university-based retirement community will be able to enjoy the many amenities of the college including the renowned Neuberger Museum of Art, the Performing Arts Center, the academic and athletic facilities, and the park-like campus. They will be able to enjoy all these benefits while living in a village designed specifically for their interests and needs. As part of the Purchase College community, Broadview residents will enjoy both formal and informal programming and collaborative opportunities designed to promote intergenerational engagement with members of the college community, ranging from classes and mentoring to providing employment opportunities for students. Broadview will offer the full continuum of services, inclusive of Independent Living, Assisted Living, Enhanced Assisted Living, and Memory Care.

INCLUSIVE AND COLLABORATIVE CULTURE:

We are dedicated to promoting diversity, equity, and inclusion. Diversity is the commitment to a community of equity and access through the acceptance of all aspects of human difference. This includes but is not limited to age, disability, race, ethnicity, gender, gender expression and identity, language heritage, national origin, sexual orientation, religion, socioeconomic status, status as a veteran and worldview. Broadview at Purchase College is proud to be SAGE CARE certified, and all employees will be provided with SAGE CARE training. Broadview at Purchase College is committed to integrating various cultural and social perspectives to engender excellence and to creating a collaborative culture in order to provide an exceptional experience for every employee and resident.

The Fractional CFO provides high-level financial oversight and strategic guidance, working approximately 8 hours per week on a remote basis. Key responsibilities include:

1. Developing and executing investment strategies and cash management practices in alignment with Board-established policies.
2. Keeping the Executive Director and Board of Directors informed of the organization’s past, current, and projected financial positions.
3. Supporting financial feasibility analyses and planning efforts for expansions and major capital projects.
4. Coordinating risk management reviews with LCS resources and advising on appropriate insurance coverage.
5. Participating in governance by attending quarterly Board meetings, monthly Finance Committee and investment strategy meetings to provide insight and guidance.
6. Other duties as assigned.

Leadership and Management

• Proven ability to attract, supervise, train, and motivate employees.
• A collaborative, team-oriented, respectful style of communication and leadership.
• Strong coaching, training, and mentoring ability.
• Flexible and strategic team player with uncompromising integrity and ethical standards.
• Highly organized and a strong attention to detail.
• Ability to establish credibility and be decisive; makes decisions that recognize and support the organization's preferences and priorities.
• Participative management style; advocates team concept and culture.
• Exceptional emotional intelligence skills to build, cultivate, and facilitate strong working relationships.
• Ability to make decisions, exercise judgment, and interface effectively with all levels of staff, clients, and vendors.
• A mindset and passion for continuous improvement accompanied by sensitivity and critical thinking skills.
• A person of unquestionable integrity and moral character; an individual others can trust without reservation.
• One with strong communication skills, both oral and written.
• A self-starter, self-motivated leader who requires little to no supervision and who can operate successfully in a fast-paced environment.
• Possess well-developed interpersonal skills and the ability to get along with a diverse set of personalities.
• Entrepreneurial spirit with a strong work ethic and a “roll-up-your-sleeves” mentality.
• A “quick study” who can balance the demands of developing and implementing short-term and long-term programs to maximize value and output.
• Sound, unwavering professional ethics.
• Passionate and energetic with the ability to motivate and inspire.
• A creative and strategic thinker, with strong listening skills.
• One who builds support systematically and at multiple levels, not overlooking any stakeholders.
• Strategic, yet practical with day-to-day business judgment.

HOSPITALITY FOCUS:

Broadview at Purchase College fully embraces a culture of hospitality. To that end, we include the following hospitality promises as a guide for our interpersonal interactions with residents, co-workers, and guests:

1. We greet residents, employees and guests warmly, by name and with a smile.

2. We treat everyone with courteous respect.

3. We strive to anticipate resident, employee and guest needs and act accordingly.

4. We listen and respond enthusiastically in a timely manner.

5. We hold ourselves and one another accountable.

6. We embrace and value our differences.

7. We make residents, employees and guests feel important.

8. We ask “Is there anything else I can do for you?”

9. We maintain high levels of professionalism, both in conduct and appearance, at all times.

10. We pay attention to details.

WELLNESS FOCUS:

Broadview employees are expected to promote a healthy community culture for all residents and employees. This is a whole-person approach to health and wellness which includes eight dimensions of wellness: Emotional, Environmental, Health Services, Intellectual, Physical, Social, Spiritual and Vocational. Through these efforts we can ensure and exceed residents’ wellness needs relating to their mind, body and soul, which may also have a positive effect on the employees, as a result.

Functional Competencies

• Minimum ten years of experience in an executive-level, senior financial management position.
• Must have a CPA
• Background and knowledge from working in retirement communities, health care or higher education a plus.
• Experience working with non-profit boards a plus.
• Working knowledge of accounting systems (Accounts Payable, Payroll, Billing and General Ledger).
• Knowledge of GAAP, laws, regulations, and guidelines.
• Proficiency with PC based programs (Excel, Word, PowerPoint)
• Effective leadership, oral and written communication skills.