Sequoia Healthcare District seeks a detail-oriented and highly organized staff Chief Financial Officer (CFO) to join our small and dynamic team. This role is pivotal in guiding the agency’s financial strategy, budgeting, and reporting processes and requires a mix of technical, analytical, and interpersonal skills to ensure efficient management of public funds, accurate financial reporting, and compliance with government regulations and alignment with organizational goals. Responsibilities include general accounting oversight, budgeting, financial strategy and planning, and payroll and benefits processing. The ideal candidate will have a strong background in financial reporting, budgeting, risk management, and financial strategic planning.

about Sequoia Healthcare District

As the only agency in San Mateo County with the sole purpose of serving those experiencing intimate partner abuse, CORA provides safety, support and healing. CORA’s comprehensive services include a 24-hour hotline, collaboration with law enforcement, emergency shelter options, legal services and family-centered mental health therapy. In addition, CORA provides community education and prevention programming throughout the county. CORA is a multicultural agency committed to serving individuals, regardless of age, ethnicity/race, financial status, language, sexual orientation, immigration status, class, religion, gender, gender expression, mental or physical ability.

Qualifications

Minimum Bachelor's Degree in Accounting, Finance, Economics, or a related field.
Either CPA, CFA, or CMA certification required
A strategic thinker with minimum of 7 years of experience in financial management, risk management and compliance, preferably in a government or public sector setting.
Proficiency in accounting software (QuickBooks) and Microsoft Excel.
Strong analytical, problem-solving, and organizational skills.
Attention to detail and ability to handle confidential financial information.
Ethics and Integrity

Responsibilies

General Accounting Supervision:

Oversee, and work alongside, Accounting Clerk who conducts general day-to-day bookkeeping duties including maintenance of the general ledger, recording journal entries, reconciling bank statements, preparing year end 1099 forms to vendors, and maintaining Excel grants spreadsheet of all active grants for the fiscal year.

Financial Reporting:

Prepare timely and accurate financial statements and generate reports for review by management, Board, and Finance Committee.
Prepare reports and presentations for public meetings and present financial information in an accessible manner to non-financial stakeholders
Provide online reports to County and State agencies including annual Form 5500 employee census, Financial Transactions reports to State Controllers office, Registry of Public Agencies to the Secretary of State, Department of commerce census data, State Controllers Compensation Report, Local Agency Biennial notice of conflict-of-interest code, etc.
Ensure compliance with local, state, and federal financial regulations, as well as grant requirements and audit standards.
Collaborate with Accounting Clerk and auditors and provide necessary documentation for annual audits.

Financial Strategy and Planning

Develop and implement long-term financial strategies to support the agency's mission and objectives.
Oversee Schwab investment accounts including funds transfers to checking account.
Provide financial advice and forecasts to guide strategic decision-making.
Identify opportunities to optimize revenue streams and reduce costs.

Budgeting and Financial Management

Lead the preparation and management of annual budgets.
Monitor financial performance, ensuring budgets are adhered to and expenditures align with approved allocations.
Oversee cash flow management and financial planning to ensure fiscal stability.

Payroll Processing:

Manage payroll, enroll new employees in the payroll system, track employee salaries and paid time off, report hours to Paychex Payroll System, resolve any payroll issues.
Act as retirement services liaison, enroll new employees in the retirement system, track employee deductions, transfer of funds.
Conduct employee and director enrollments into the CalPers health system and make changes to coverage as requested.

Budgeting & Forecasting:

Work with CEO to develop budgets and financial plans.
Facilitate discussions with CEO and Board Finance Committee on financial policies and their implications.
Interpret and analyze financial data to make informed decisions.
Identify inefficiencies and implement cost-saving measures.
Connect financial decisions to broader organizational goals.
Anticipate financial risks and opportunities for the organization.

Risk Management and Internal Controls:

Comply with accounting policies, procedures, and internal controls to safeguard District assets.
Assess and manage financial risks, ensuring adequate safeguards are in place.
Ensure accuracy in financial records, reconciliations, and reporting.
Identify discrepancies and resolve errors promptly.
Demonstrate transparency and accountability in handling public funds.
Upholding ethical standards to maintain public trust.
Advise on matters related to financial governance and accountability.

Regulatory Compliance

Stay up-to-date and ensure adherence with federal, state, and local regulations affecting public finance.
Stay updated with changes in governmental accounting standards, technology, and funding models.
Adapt to new tools, systems, and regulations as they [and District] evolve.

Other Duties:

Support special projects, process improvements, and other finance-related tasks as assigned.
Conduct insurance renewals for property, D&O, healthcare liability, workers comp, auto, life and 401K Bond policies.
Co-lead District Finance Committee meetings with CEO

COmpensation and Benefits

offer a competitive salary, commensurate with experience and generous benefits (adjusted to FTE status), including medical, dental, vision, 401(k) retirement, life insurance, vacation and sick time accrual plan.