Chief Financial Officer

Essential Functions

Financial Operations, Oversight, and Strategy

Lead and direct all financial operations and strategy to advance PPSNE’s mission, values, and organizational goals.  Key responsibilities include:

• Establish finance operational strategies by evaluating trends; establishing critical measurements; designing systems; accumulating resources; resolving problems; and implementing change.
• Oversee the annual operational and capital budgeting process; provide the CEO and Board with an annual and capital budget that aligns annual planning and strategic plan priorities and meets PPFA Elements of Performance for approval prior to each Fiscal Year.
• Direct affiliate fiscal management to ensure financial viability in compliance with not-for-profit accounting standards and government funding regulations.
• Track and ensure cash flow is appropriate and sustainable.
• Supervise purchasing and inventory systems to maintain highest quality assets, goods, and services at competitive prices.  Ensure that proper and effective check and balance systems remain in place.
• Supporting the Board of Directors and key board committees including the Finance and Audit Committee and the Investment Subcommittee, in advancing organizational financial priorities and implementing and monitoring financial and investment policies and procedures.

Financial Analysis, Reporting, and Grants Oversight

• Develop finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction.
• Interpret financial trends and monitors the details of financial data to inform decision-making throughout the agency, linking financial information and operational data to planning decisions and infusing the use of data, both qualitative and quantitative approaches, throughout the agency.
• Develop organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; and accumulating capital to fund expansion.
• Oversee the analysis of demand for/development of, new or modified health care delivery programs, including family planning and abortion services, sites and operations, contracts with health care insurers, providers, vendors as needed; additionally oversees the analysis for other new revenue-generating services and programs.
• Supervise public and private grants team, ensuring alignment between pursuit of grant opportunities with organizational priorities.
• Develop and implement accurate and timely financial reporting and analytical business tools for use by staff and Board members to make timely and informed business decisions in support of the affiliate's strategic plan and annual budget.

Asset Management and Protection, Endowment and Investment Strategy

Provide strategic leadership and management over PPSNE’s portfolio of assets including strategic endowment, board-designated endowment, and real estate.  Key responsibilities include:

• Strategically optimize the multi-million dollar portfolio of agency real estate properties, including market evaluation for physical footprint of the agency, working in partnership with the General Counsel on negotiating the terms of leases, purchase and sales agreements, and creating and maintaining the facilities capital and expense budgets
• Ensure provision of appropriate property and other business insurance and oversees claims process as needed, in partnership with the General Counsel
• Ensure maintenance of current and accurate business records including the general ledger, chart of accounts, contracts, and leases.
• Supervise internal controls and maintain finance operations policies and procedures
• Ensure compliance with applicable federal, state, and local laws and regulations, contracts, Planned Parenthood policies and procedures, strategic plan, security standards, and employee handbook guidelines.
• Partnering with General Counsel and external employment counsel on complex matters related to PPSNE’s asset portfolio

Managed Services Oversight

• Serve as a primary liaison, along with the CEO, to the integrated managed services organization (MSO), Clinical Health Network (CHN), to ensure shared services – which include or may include, but are not limited to, information technology & security, patient access center, and revenue cycle management – are serving the needs of PPSNE.
• Collaborate with the IT MSO to ensure digital systems meet the needs of the organization by identifying and communicating requirements for user-driven system changes, providing user resources, and monitoring progress towards achieving technology goals.  Works in close partnership with the IT partner to plan for future technological and technology systems needs of the organization.    
• Collaborate with the revenue cycle management MSO to ensure efficient and effective revenue cycle processes and procedures to ensure completion of the revenue cycle and adherence to revenue cycle-specific EOPs and benchmarks.

Team Leadership and Staff Engagement

Lead and develop the Finance team to support PPSNE’s organizational priorities. Key responsibilities include:

• Supervising key leaders, including:
• Controller
• Senior Director of Financial Analysis and Grants
• Fostering collaboration, professional growth, and operational excellence across the team
• Promoting inclusive management practices and strong employee engagement throughout the organization
• Supporting cross-departmental collaboration and alignment on finance, operations, and technology related initiatives

Leadership and Strategic Advising

Serve as a trusted advisor to senior leadership on the financial health of the organization in both annual operations and long term financial planning and sustainability. Key responsibilities include:

• Advising the CEO, Executive Leadership Team, and senior leaders on annual budgeting and financial management
• Provide strategic thinking, planning efforts, coordination, and leadership in finance, budgeting, billing, accounting, audits, regulatory requirements, purchasing, and contract administration in the provision of reproductive health care including family planning and abortion services
• Participate in the Risk and Quality Management process for medical protocols, regulatory agency compliance, HR policies, and workplace safety policies
• Participate in PPFA and ancillary organization financial, compliance, audit, and other relevant committees or councils and represents PPSNE other local, regional, or national task forces and committees within PPFA and externally.

Key Requirements

Passionate commitment to PPSNE’s mission, vision, and values especially centering on health equity and a deep sense of accountability to community.
Bachelor’s degree required, Master’s degree and/or CPA preferred
Minimum of ten years’ experience financial leadership, preferably in health care and/or non-profit organizations, with proven leadership of highly functioning, team-based operations.
• At least 3 years of people management experience with the ability to motivate, inspire, and develop staff
• A deep understanding of the interdependence of clinical quality, patient experience, staff engagement and the financial well-being of the organization.
• Attention to detail and sensitivity to process and operations; knowledge and understanding of the elements of high reliability organizations in healthcare and experience with implementation of those elements.
• Demonstrated ability to use quantitative and qualitative data effectively and to inspire successful delivery on key performance indicators.
• A strong understanding and high level of proficiency with financial analysis, accounting, and other systems and technology supports (example: Sage Intacct).
• A strategic thinker with an analytic bent and a focus on outcomes, finances, and impact.
• Demonstrated ability to be responsive to changing priorities and simultaneously handle multiple complex initiatives.  A creative, flexible, and learning orientation.
• Ability to use quantitative and qualitative data to inform decision-making and prioritization of work efforts
• Experience fostering cross-departmental collaboration and partnerships
• Interested in and committed to health equity. Has a deep understanding of health inequity and its historical and continued impact on our patients, communities, and healthcare systems
• Authentic relationship building. Demonstrates an ability to work effectively across difference and build trust with a diversity of people
• Self-awareness as it relates to belonging and equity. Brings a high level of self-awareness, empathy, and humility to interpersonal interactions across all dimensions of difference
• Transparent decision-making. Experience clarifying decision-making process and demonstrated judgment in knowing when and how to gather meaningful input
• Strong judgment and ability to navigate sensitive organizational challenges
• Willingness to routinely travel throughout the affiliate and to other locations as needed to advance the organization’s goals.