Vice President and Chief Financial Officer (Bridgeport)

Responsibilities

• Organizational Leadership

• Serve as a core member of the executive leadership team and a trusted strategic partner to the President & CEO, Board of Directors, and Senior Management Team, providing clear, candid, and timely financial insight to support enterprise decision-making and building strong, credibility-based relationships.

• Learn the culture, values, and operating philosophy of Mozaic Senior Life through intentional engagement with key staff and stakeholders. Establish strong working relationships with Vice President peers and direct reports; clarify roles and collaboration norms across the organization.

• Lead, mentor, and develop the finance team. Develop finance talent and succession strategies within the organization; assess team structure, skills, and capacity to support future growth.

• Financial Stewardship & Core Operations

• Oversee all accounting, budgeting, treasury, audit, tax, and financial reporting functions for Mozaic Senior Life. Oversee programspecific financial and accounting priorities for the foundation (endowment, special purpose funds, campaigns/pledges for Vision 2031+ and 10 for 10, and planned giving), Mozaic at Home (actuarial accounting for the CCRC at Home program), and skilled nursing (Medicaid reimbursement for long-term care and Medicare reimbursement for short-term rehabilitation).

• Develop a deep understanding of Mozaic Senior Life’s long-term debt structure, including the recently refinanced Bridgeport obligations; foster an effective working relationship with Customers Bank and manage ongoing compliance and cash flow mechanics.

• Review and internalize the FY ’26 operating budget and year-to-date performance to prepare for leadership of the FY ’27 budget process, including wage planning, benefits strategy, and resource prioritization. Lead Mozaic Senior Life's annual audit and maintain strong, productive relationships with external auditors and advisors.

• Evaluate Mozaic Senior Life’s current finance infrastructure and lead the evolution to more scalable enterprise resource planning and reporting platforms as the organization grows in complexity and geographic footprint. Strengthen internal controls and reporting clarity while preserving the agility of a lean finance team.

• Development & Pre-Opening Phase of Mozaic Concierge Living

• Learn the Stamford Life Plan Community business model and financial structure; develop a productive working relationship with Greenbrier Development, overseeing financial models, reporting, and governance interfaces.

• Assume stewardship of Stamford’s long-term debt structure, issued in April 2025; build strong relationships with HJ Sims and the bond trustee, and manage the monthly funding and compliance processes.

• Oversee resident contract accounting and cash flows for approximately 164 members, ensuring accuracy, transparency, and regulatory adherence.

• Leadership & Launch of Mozaic Concierge Living

• Participate as a key stakeholder in the search and selection of the Stamford Executive Director (anticipated Summer 2026).

• Partner with the CEO, Executive Director, and Greenbrier to support the financial readiness and successful opening of the Stamford community (targeted Summer 2027).

• Help integrate hospitality-oriented financial thinking into Mozaic Senior Life’s traditionally healthcare-focused culture, supporting a smooth operational and cultural transition.

• Strategic Outlook & Long-Term Impact of Mozaic Concierge Living

• Help guide Mozaic Senior Life from a historically resource-constrained mindset toward a future of disciplined investment, prioritization, and growth.

• Balance near-term operational rigor with longer-term strategic planning, capital allocation, and risk management across a multi-site enterprise.

• Position Mozaic Senior Life with the financial infrastructure, insight, and leadership capacity required to thrive over the next decade.

• Support other new business development, e.g. Middle Market Housing, PACE, etc.

Criteria

• Pivotal Experience & Expertise

• Financial Acumen: Executive level experience leading the finance function, ideally within organizations of comparable scale and complexity. Experience in senior living, healthcare services, or a related environment is additive.

• Strategy & Vision: Experience operating as a strategic thought partner to senior leaders and Boards through growth and expansion, while ensuring and maintaining organizational and financial sustainability.

• Team Management & Stakeholder Engagement: Proven ability to lead and inspire high-performing teams, work effectively with senior leadership and a Board of Directors, and build strong partnerships across a range of internal and external stakeholders.

• Culture Impact

• Mission Orientation: Passionate about Mozaic Senior Life’s mission to assure seniors the health care, housing, and community services required to achieve the highest possible quality of life reasonably attainable for them. Embodies and demonstrates Mozaic Senior Life’s culture of compassion.

• Innovation & Continuous Improvement: Leverages innovation to design, implement, and evolve systems and processes that drive sustainability, scalability, and efficiency.

• Integrity & Professionalism: Upholds the highest standards of integrity and professionalism in all that they do. Excellent moral judgement, especially as it relates to financial processes, personal conduct, and professional decision-making.

• Engagement Team

• Meghan Ashbrock: MASHBROCK at company email

• J.J. Cutler: JCUTLER at company email

• Sara Szynal: SSZYNAL at company email

Nominations and applications can be directed to MOZAICSLCFO at heidrick.com. This position has a salary range of $275,000 to $300,000 and offers comprehensive health, dental, and vision insurance, a 401K retirement plan with 4% employer match, and a general flex time off program.

Mozaic Senior Life is an equal opportunity employer. Recruitment, hiring, promotions, and other terms, conditions, and privileges of employment shall be maintained in a manner which does not discriminate on the basis of age, race, creed, religion, color, national origin, sex, sexual orientation, gender expression, marital status, physical or mental disability, veteran status, or military status, or in violation of any applicable federal, state, or local laws. Mozaic Senior Life will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.