Chief Financial Officer and Chief Operating Officer

The Chief Financial Officer/Chief Operating Officer (CFO/COO) is a senior executive leader responsible for the overall financial stewardship, risk management and operational performance of Waverly Senior Services, Waverly Heights, and Waverly Care Associates. This role provides strategic and hands-on leadership for financial planning, budgeting, forecasting, reporting, cash management, internal controls, and long-range financial sustainability. In addition, the CFO/COO oversees key non-clinical operational areas to ensure efficient daily operations, regulatory compliance, service excellence, and alignment with the organization's mission, values, and strategic priorities. The CFO/COO serves as a key member of the executive leadership team.

Essential Responsibilities

• Provide executive leadership for the organization's overall financial strategy, financial health, operational excellence, and long-term fiscal sustainability.
• Develops and maintains relationships with external auditors, bankers, and other organizational partners.
• Oversees the community's various insurance programs including risk retention groups and captive worker's compensation coverage. Is responsible for annual renewals, negotiations and completion of required applications. Facilitates processing of claims as the main liaison between Waverly and the insurance partners.
• Represents the organization through conference participation, professional association engagement and leadership, speaking opportunities, and industry engagement that supports reputation, partnership development, and sector influence.
• Direct all aspects of financial management, including budgeting, forecasting, accounting, financial reporting, audits, investments, reimbursement oversight, accounts payable/receivable oversight, and cash flow management.
• Develop, monitor, and analyze key financial and operational performance indicators and recommend strategies to improve efficiency, margin, and service delivery.
• Ensure the integrity of financial systems, internal controls, and reporting practices in accordance with generally accepted accounting principles, organizational policies, and applicable regulatory requirements.
• Partner with President/CEO and executive leadership team to develop strategic plans, capital plans, and annual operating budgets that support organizational goals.
• Prepare and present financial analyses, reports, and recommendations to executive leadership, committees, and the Board as requested.
• Provide strategic and operational leadership across multiple service areas to ensure effective planning, strong performance, regulatory compliance, and alignment with organizational goals.
• Direct day-to-day operations with a focus on quality, safety, efficiency, resource management, and responsive support of the organization's overall needs.
• Coordinate budgets, vendors, projects, and team collaboration to maintain reliable services, support continuous improvement, and promote a high standard of service delivery.
• Support operational leaders in establishing goals, monitoring outcomes, and implementing process improvements that enhance quality, service, and efficiency.
• Promote collaboration across departments to ensure operational decisions align with financial goals, resident experience expectations, and organizational priorities.
• Review contracts, capital purchases, and major operational expenditures and provide recommendations that balance quality, cost, and risk.
• Lead or support organizational initiatives related to growth, operational excellence, risk management, and continuous improvement.
• Serve as an administrative leader during emergencies, operational disruptions, and other situations requiring executive decision-making and coordination.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Healthcare Administration, or a related field required. Master's degree in Business Administration, Healthcare Administration, Finance, or a related field strongly preferred.
• Certified Public Accountant (CPA) designation preferred.
• Minimum of seven to ten years of progressive executive leadership experience in finance, operations, or senior living, healthcare, hospitality, or a related service environment required.
• Demonstrated expertise in financial planning and analysis, budgeting, audit preparation, internal controls, and strategic decision support.
• Knowledge of applicable federal, state, and local regulations affecting financial operations, life safety, environmental services, food service operations, and information systems.
• Excellent written, verbal, analytical, organizational, presentation, and interpersonal communication skills.
• Ability to interpret financial and operational data, identify trends, and make sound recommendations that support both mission and margin.
• Demonstrated commitment to customer service, resident satisfaction, professionalism, confidentiality, and ethical leadership.

Exceptional Benefits

Waverly provides exceptional benefits for full-time employees including:

• 100% employer paid Medical Insurance
• 100% employer paid Dental Insurance
• 100% employer paid Life Insurance and Long-Term Disability
• Educational Assistance including Student Loan Assistance, Tuition Assistance and Scholarships
• Generous non-matching 401(k) contributions annually to help save for retirement

About Waverly

Welcome to Waverly, where compassion, respect, and the hospitality mentality are the foundation of our organization. Located just outside of Philadelphia in Gladwyne, PA, we take pride in creating an inviting atmosphere where residents and employees alike feel valued and appreciated. At Waverly, we firmly believe that our success stems from the dedication and care of our team members. We support each individual's growth and professional development, recognizing that their contributions play a vital role in our collective achievements. If you are someone who understands the importance of your role in shaping Waverly's success and finds fulfillment in making a positive difference in the lives of others, we invite you to join our team and be part of something truly exceptional!

Waverly is an equal opportunity employer and is committed to providing a diverse and inclusive workplace. We do not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, marital status, or any other protected status in accordance with applicable federal, state, and local laws. At Waverly, we value and respect the unique backgrounds, experiences, and perspectives of all individuals, and we actively promote a culture of inclusion and belonging.