Locations: San Diego, CA (Mission Valley area)
Reports To: Chief Executive Officer
Direct Reports: 3 (Accounting Manager, Payroll/AP Coordinator, Accounting Clerk)
Chief Financial Officer
Locations: San Diego, CA (Mission Valley area)
As a highly educated, experienced finance professional you will make a lot more money working somewhere else. But if you want to work with the best team you will ever serve with, and if you relish the idea of going to sleep each night feeling wholly fulfilled by your work, please read on.
- live our values out loud.
- operate on a basis of 100% trust.
- believe in moving fast and failing forward.
- love our mission and we love our colleagues.
- have fun, crack a lot of jokes, and frequently act out movie scenes in our team meetings.
- dream big to see things that don’t yet exist, then figure out a way to make them happen.
Our organization is…
- incredibly diverse in just about every sense imaginable: ethnically, culturally, generationally.
- we work hard and we also believe in time off – weekends are sacred to us.
- a 501(c)3, but we operate like a highly professional, entrepreneurial business.
- a 35-year old start-up: we never stop innovating and taking risks in support of our mission.
- committed to employee wellness, offering benefits to new hires on Day 1, with a comprehensive health and fitness program to ensure our staff can feel and perform at their best.
- determined to put our customers first.
We are seeking someone who is truly a unique individual who wants to join a very, very special organization. Our ultimate CFO candidate will be an outside-the-box Finance professional, who brings the ability to think both strategically and tactically. They are someone whose fundamental approach is to start with “yes”, and then work back to figure a way to get there. We seek candidates from both traditional and nontraditional Finance backgrounds, and welcome applications from around the country.
- $125,000 – $150,000 DOE
- Access to comprehensive benefits including medical, dental, and a 403(b) retirement program.
Options For All exists to create hope, inspire dreams, and achieve success. Since our founding 35 years ago, we have served individuals with intellectual and developmental disabilities, supporting them in becoming fully participating members of their communities who can experience the pride of personal and professional accomplishment from the pursuit of their goals. As a 501 (c) 3 non-profit organization, we provide unique programs and trainings across California in San Diego, Silicon Valley, the Inland Empire, and Los Angeles.
Our services are designed to allow participants to choose their own paths, as we believe in exploring their dreams with them, regardless of how big or “out of the box” those ideas are. Our programs include:
- Supported Employment Service: Job seekers are paired with Employment Specialists to find their dream job and are supported by Job Coaches to keep it.
- Community Engagement Services: Every weekday, participants explore options for work, recreation, friendships and more.
- Enhanced Community Engagement: Individuals with significant behavioral support needs benefit from specialized training and opportunities in the community to meet their personal short and long-term goals.
- Social Enterprise Employment: Our 3 social enterprises – Poway Super Shredders, Vending Express, and Feel Good Coffee Carts – offer training and employment opportunities in a small business environment.
- Film and Media Studio: This 4-semester/80-week program designed by Joey Travolta and Inclusion Films helps graduates obtain employment in the film and media industry.
- Options for All Productions: Our in-house Production Company teaches participants the skills they need to be a part of a professional film crew.
- Tailored Day Services: This fully customizable one-to-one program is ideal for individuals who know what they want and need flexible support to achieve their goals.
- Independent Living Services: Participants enjoy independent living and self-sufficient lives, with support services including comprehensive programming for 20+ essential live skills and an 8-step program for securing suitable community-based housing.
The Chief Financial Officer (CFO) reports to the Chief Executive Officer (CEO) with a dotted line to the Board of Directors. The CFO oversees Options for All’s $20M annual operating budget and is responsible for all financial affairs of the organization, including financial planning, budgeting and analysis, accounting, financial controls and reporting, risk management, and insurance. This individual is the primary advisor and thought partner to the CEO on all financial matters, providing support and analysis on all budgetary areas. Equally as important, the CFO will take the lead on forecasting the fiscal impact of future organizational objectives at the strategic and tactical levels.
Short-term priorities for this position include:
- Developing a deep understanding of our organization and programs, with a focus on building trust and relationships with team members at all levels.
- Take ownership of financial strategy, planning, and reporting; guide decision making in ways that are fully mission-aligned.
- Make recommendations for streamlining financial controls and increasing automation.
- Create a multi-year budgeting process.
- Conduct a thorough analysis of all OFA’s financial accounts to ensure we are optimizing the benefits and costs of each account.
Long-term priorities for this position include:
- Assist in the analysis and planning for adding new verticals, as well as expansion into new
- Model financial outcomes based on assumptions, such as market size, rates, customer growth
- Make a thorough analysis of the organization’s programmatic and financial capacity.
- Follow legislative developments at the state level, including the impact of new billing
requirements and changes in minimum wage for OFA.
Duties & Responsibilities
- Oversee long-range financial planning to ensure ongoing organizational stability, programmatic excellence and growth.
- Lead the annual budget process and provide ongoing support to managers at all levels.
- Identify challenges, research alternatives, and propose solutions for fiscal issues or trends.
- Guide financial decisions by establishing, monitoring, and enforcing policies and procedures.
- Monitor and revise budgets as needed to meet annual fiscal objectives and metrics.
- Participate in internal and external audits.
- Prepare department-related reports and distribute to various parties.
- Maintain the integrity of financial records.
- Lead efforts in managing OFA retirement plan efforts, including plan revisions, plan compliance, employer matching, employee participation goals, and more.
- Research and recommend appropriate risk management processes/plans and insurance coverages, including periodic bid solicitations and annual assessment of risk exposures.
- Prepare periodic financial reports, studies, and analyses.
- Help maintain cost-effectiveness of program operations.
- Support the CEO’s efforts in achieving the overall mission of the organization.
- Advise the CEO on OFA’s ongoing financial health and strategy.
- Provide periodic financial reports the CEO and Board.
- Partner with the CEO on developing new initiatives by creating feasibility analyses, financial modeling scenarios, and forecasting projections.
- Brief and advise the CEO on emerging issues and trends.
- Collaborate with the CEO and the General Counsel in preparing and submitting annual tax returns and responding to any inquiries related to tax matters.
Internal Management & Collaboration:
- Hire, train, manage, and develop direct reports.
- Collaborate closely with all members of the senior management team.
- Manage all procurement processes and vendor negotiations including banking services and
- Partner with the Chief of Staff on space management, infrastructure, facilities and IT needs.
- Partner with the General Counsel and the Quality Assurance & Compliance Manager to ensure
compliance with all appropriate standards, practices, policies, and legal requirements with
external vendors and partners.
- Collaborate with Regional Directors, Area Managers, and other departments to develop budgets
and support OFA’s programs.
- Ensure the effectiveness of billing and invoicing, as well as alignment with the VP of Human
Resources for payroll processes.
- Generate and distribute financial performance reports to managers, help educate managers and
directors on the financial drivers of the business and advance the overall financial acumen of the
- Source partners for optimal OFA benefits.
Attributes & Work Style
- Passionate: Finds fulfillment in the nature of our work, which is to give individuals with disabilities more options for living their lives to the fullest.
- Emotionally Intelligent: Emotionally mature, with a sense of humor and the flexibility and sensitivity to work with diverse personalities and situations.
- Integrous: Acts with authenticity and integrity, sets a tone of transparency and candor, and forms trusting relationships in all directions.
- Growth-oriented: Possesses a continuous improvement lens and recognizes potential; willing to take calculated risks, thrives on trial and error, and asks thoughtful questions.
- Strategic Thinker: Intellectually curious, decisive, resourceful, and responsive, with the organizational sensitivity to gain the support and confidence from all areas of our organization.
- Direct: A straightforward and assertive communication style; appreciates a similar approach from others; someone who will always speak their mind.
- Engaging: Effectively connects with internal and external stakeholders; forms meaningful relationships which lead to achieving organizational objectives.
- Independent: A self-starter with a strong professional presence who can support Options for All by means of strategic, analytical, and hands-on operational leadership.
- Collaborative: Works effectively with diverse personalities and cross-functional teams, and skilled at coaching, mentoring, and developing staff.
- Adaptable: Ability to embrace shifts in strategy and priorities; possesses excellent change management skills.
- Analytical: Informs and educates the CEO and management team on conditions and trends which collectively affect program/organizational financial performance.
- Metrics-driven: Skilled at setting measurable, reasonable goals for financial performance and programmatic excellence; firm but fair, holding team members accountable for performance.
- Planning and Process Management: Exceptional mind for optimizing workflow and managing people, systems, procedures, and programs.
Experience & Skillset
- 7+ years in progressively complex financial leadership roles, with a demonstrated capability in leading all financial functions.
- Previous experience as the CFO, VP of Finance, or Controller of a similarly sized organization.
- Master’s degree in a relevant field required; MBA and/or CPA preferred.
- Robust financial management and leadership skills, including strong proficiency with assessment tools, methodologies, and metrics used to oversee organizational financial health.
- Capacity to synthesize data and predictively model future outcomes based on available data, plus the ability to forecast scenarios and variables which impact future performance.
- Experienced with helping organizations through key transformations and market adaptations.
- Demonstrated ability to supervise accounting functions, including internal and external audits.
- Excellent written and oral communication skills; ability to effectively present information to associates, senior management and the Board.
- Familiarity with STATA or SPSS preferred.
- Familiarity with tax-exempt regulatory standards preferred.
- Experience with mergers, acquisitions, and consolidations helpful.
Options for All is an equal opportunity employer. We celebrate diversity and are committed to creating a positive and inclusive work environment for all employees.
For more information or to apply, please contact:
Sarah Thompson, Director, Blair Search Partners
1855 1st Ave., Suite 300, San Diego, CA 92101