CFO (Chief Financial Officer)

OVERVIEW

The Chief Financial Officer (CFO) is a key member of the Northcrest Community Executive Leadership Team and serves as the organization’s strategic financial steward. The CFO provides executive oversight for all financial operations, accounting functions, budgeting, forecasting, and long-range financial planning in support of Northcrest’s mission as a nonprofit retirement community. This role also provides leadership for Human Resources and Information Technology, ensuring these functions operate with excellence, compliance, and a strong service orientation to residents, staff, and the broader community.

Full Time, Salaried Exempt

Reports To CEO

Supervises HR Manager and Staff Accountant

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field required; Master’s degree or CPA strongly preferred.
• Minimum of 7 years of progressive financial leadership experience, preferably in nonprofit, senior living, healthcare, or related sectors.
• Strong knowledge of GAAP, nonprofit accounting, and regulatory requirements.
• Demonstrated experience overseeing HR and/or IT functions preferred.
• Proven ability to lead, mentor, and develop high-performing teams across multiple disciplines.
• Excellent analytical, communication, and strategic planning skills.
• Commitment to resident-centered service, integrity, and community-focused leadership.

MAJOR DUTIES AND RESPONSIBILITIES

Financial Leadership & Strategy

• Serve as the organization’s senior financial leader, advising the CEO and Board of Directors on financial health, trends, and strategies aligned with Northcrest’s mission and long-term sustainability.
• Lead the development of annual operating and capital budgets; monitor performance and provide timely, accurate financial reporting.
• Prepare financial analyses, dashboards, and forecasts to support decision-making for major initiatives, including capital projects, master planning, and operational improvements.
• Ensure compliance with nonprofit accounting standards, regulatory requirements, and audit expectations.

Chief Financial Officer

• Oversee treasury management, cash flow planning, investment oversight, and debt service.
• Present financial reports and analysis to the Board and its Finance and Audit Committee.
• Support the Northcrest Foundation with financial reporting, coordination, and stewardship of funds.

Accounting & Compliance

• Direct all accounting operations, including accounts payable, accounts receivable, general ledger, payroll, and month-end and year-end processes.
• Oversee completion of annual audits, tax filings, and financial disclosures.
• Ensure internal controls, policies, and procedures maintain accuracy, prevent fraud, and uphold sound fiscal practices.
• Maintain current knowledge of senior living reimbursement models, regulatory requirements, nonprofit reporting, and industry standards.

Human Resources Oversight

• Provide executive oversight of Human Resources to ensure compliance with employment laws, strong employee relations practices, and effective workforce strategies.
• Guide HR management in recruitment, retention, performance management, compensation and benefits administration, employee engagement, and training initiatives.
• Support culture development aligned with Northcrest’s values of community, independence, security, respect, caring, wellness, and excellence.

Information Technology Oversight

• Provide leadership for the Information Technology department to ensure reliable, secure, and efficient technology systems that support operations and resident services.
• Oversee planning for system upgrades, cybersecurity practices, IT vendor relationships, and  long-term technology strategy.
• Ensure synchronization between financial, clinical, and operational systems to optimize organizational performance.

Leadership & Collaboration

• Serve as a trusted advisor and collaborative partner to the CEO, senior leadership team, and Board of Directors.
• Serve as the organization’s Compliance Officer.
• Promote cross-departmental communication and transparency to support exceptional service to residents and staff.
• Model professionalism, ethical conduct, and a commitment to Northcrest’s mission and nonprofit values.

This is an on-site role in an office setting within a vibrant, resident-focused nonprofit retirement community with regular interaction with residents, staff, Board members, financial partners, auditors and community stakeholders. 

Northcrest Community participates in e-Verify.