Under the general direction of the Chief Executive Officer, the Chief Financial Officer is responsible for the direction, administration and oversight of financial operations. Assesses overall financial strengths and weaknesses, develops, plans and evaluates all financial services critical to organizational functioning. Other responsibilities include, but are not limited to: administrative and technical supervision of staff, budget preparation, department goals and objectives, relevant procedures development and decision making, as well as implementation of CMHA-CEI policy and procedures. Responsible for carrying out all activities of the office in such a manner that fulfills CMHA-CEI’s mission, policies, and procedures.
• Assesses the financial management needs of the organization and represents those needs in the organization's strategic plan.
• Responsible for the development and implementation of all financial management and operational policies and procedures, including but not limited to, reimbursement, cost setting, revenue generation, risk management and purchasing. Systematically reviews written policies and procedures and recommends changes and areas for developing new policy and procedures to the Finance Committee of the Board. Assures consistent compliance following up on specific concerns as raised by management or staff.
• Oversees all financial operations to assure conformity and quality to standards, regulations, Agency policy, federal and state laws and administrative rules, general accounting principles and financial practices. Coordinates the development of such policies, procedures and operations to meet customer needs and the requirements of federal, state, and third-party payers, accrediting bodies, and other external sources, as well as the management information needs of the staff and Board of Directors.
• Evaluates the effectiveness of financial practices and procedures through data analysis, following up with consumers/users, and user feedback. Modifies services based upon the evaluation and as necessary to fulfill CMHA-CEI’s mission.
• Works collaboratively with all Agency departments and programs to learn and understand their methods of operation. Provides recommendations for enhancing, through sound financial practices, operations, or changing current practices/procedures, efficiency and accuracy and to produce outcomes fulfilling CMHA-CEI’s mission.
• In cooperation with the Human Resources Department, responsible for personnel management functions within the department, including, but not limited to: hiring, staff development, promotions, discipline and resolving personnel issues.
• Works with all CMHA-CEI departments and programs to provide technical expertise in the design, implementation and maintenance of financial management principles and practices.
• Assists staff in understanding and solving complex organizational issues. Provides consultation and facilitation as necessary. Conducts regular staff meetings to explain policy and procedural direction discuss operating and finance issues and receive input from staff on administrative and programmatic issues.
• Supervises the functions of accounting, budgeting, program and service cost determinations, cost setting, unit pricing, reimbursement, accounts receivable and payable.
• Prepares or supervises the financial provisions of all contracts for services paid in whole or in part by the organization. Reviews all contracts for compliance with applicable federal, state, contract or CMHA-CEI requirements.
• Attends, and when appropriate, participates in Board and Committee meetings, senior leadership meetings, or other Agency meetings, as called, providing input regarding financial management and other related topics. Will facilitate and participate in general agency decision making.
• Serves as liaison to the Finance Committee and the Board of Directors; coordinates Finance Committee meetings, and serves as a staff representative to the Committee. Serves as principal advisor to the Board of Directors, the Chief Executive Officer and other senior leadership on financial matters.
• May provide in-services/training to CMHA-CEI staff.
• Follows up on quality assurance indicator reports, recipient rights complaints and other programmatic issues requiring follow up.
• Makes use of opportunities for continuing education to maintain and increase professional competence, including an up-to-date knowledge of public accounting systems, federal and state statutes, generally accepted accounting processes, and best practices.
• Regularly evaluates performance of supervisors, setting performance objectives designed to fulfill agency goals.
• Establishes and maintains appropriate working relationships with Board of Directors, consumers, staff outside agencies, institutions, service providers, vendors, accrediting bodies, etc.
• Maintains productivity standards relative to the requirements of the position.
• Responsible for the knowledge, and adherence to, all CMHA-CEI policies and procedures.
• Observes all rules of confidentiality as it relates to consumer information, both internally and in dealing with outside individuals and/or agencies.
• Responsible for knowledge about consumer recipient rights and procedures governing them.
• Maintains an acceptable level of attendance and work performance.
• Assumes all other essential job duties and responsibilities as assigned by the Chief Executive Officer.