PT
CFO
PRI Technology
- 🇺🇸 United States
- On-site
- Manager or above
- 10 hours ago
- Regulatory Compliance
- Risk Management
- HRIS
- ERP
10 hours ago
Duties and Responsibilities:
Financial Leadership & Strategy
- Serve as a key strategic advisor to the CEO, Executive Leadership Team and Board of Trustees on all financial matters.
- Develop and execute short-term and long-term financial strategies that support organizational growth, sustainability and mission impact.
- Lead and own all aspects of the finance function for the management company and affiliated entity.
- Lead enterprise-wide financial planning, including annual budgets, multi-year forecasts, capital planning and financial analyses to support program(s) expansion and operational resilience.
- Translate financial data, develop key performance indicators and provide actionable insights to support operational and strategic decision-making.
- Oversee 403(b) plan financial contributions and investment performance.
- Oversee financial administration of New York City, New York State, and federal government contracts and grants.
- Ensure compliance with all regulatory requirements, including grant restrictions, indirect cost allocations and reporting obligations.
- Partner with Program and Development teams on government grant budgets, cost modeling and funding strategies for new and existing programs.
- Ensure regular and timely feedback to Program and Development leaders on budgeting and contracting issues.
- Provide executive ownership and oversight of the end-to-end revenue cycle for New York State Medicaid Managed Care programs, ensuring accurate revenue recognition, encounter data integrity, reconciliation, and regulatory compliance.
- Develop and maintain financial controls supporting Medicaid revenue recognition, claims adjudication, billing, and government reimbursement reporting.
- Partner with Compliance, QA/QI, and Program teams to ensure adherence to Medicaid and Medicaid Managed Care program regulations, billing requirements, and audit readiness standards.
- Develop long-range financial plans addressing Medicaid and funding changes, managed care transitions, and enrollment fluctuations.
- Establish financial policies and internal controls governing cash management, banking relationships, endowment support (affiliated entity), and disbursement activities.
- Present cash position analyses and financial risk assessments to Executive Leadership, the Finance and Audit Committees, and the Board of Trustees.
- Direct organizational cash flow strategy, ensuring adequate cash to support operations, growth initiatives, and capital investments.
- Ensure sufficient cash reserves to meet payroll, vendor obligations, claims payments, debt service requirements, and strategic investment priorities.
- Establish forecasting methodologies that provide visibility into short-term cash needs and long-term financial sustainability.
- Continuously improve and implement financial processes, internal controls and service standards to ensure Finance leads as a proactive, responsive business partner within the organization.
- Partner with the Chief Development Officer to align fundraising strategy, grant reporting, and financial storytelling for private donors, foundations, corporate sponsors and grantors.
- Partner with the Chief Administrative Officer on facilities management, capital investments, enterprise procurements and real estate strategy.
- Partner with Program Executives to drive financial planning, budgeting, financial analyses and resource allocations for all programs to ensure funding is aligned and monitored to sustainably support the agency's clients.
- Collaborate with Human Resources, Information Technology and Compliance officers to ensure Finance operates as an integrated service-oriented partner throughout the agency.
- Collaborate with government agencies, managed care organizations, financial institutions, auditors, strategic vendors and other external stakeholders to advance organizational priorities.
- Ensure full compliance with federal, state, and local regulations, as well as funder requirements.
- Own and drive risk management practices related to financial operations and internal controls.
- Coordinate annual financial audits, and required tax, insurance and regulatory oversight filings.
- Implement corrective actions and continuously strengthen fiscal controls and processes.
- Serve as Executive liaison to the Board Finance Committee, preparing high quality materials and value-added financial insights.
- Lead modernization of financial systems, including integration with HRIS, payroll and donor management systems, to increase efficiency, improve resource planning accuracy, mitigate risk and support organizational scalability.
- Lead, mentor and develop the Finance team, fostering a culture of service, ownership, accountability, collaboration and excellence.
- Establish a clear operating structure and measurable service standards, roles and performance expectations for each Finance team member and the unit in its entirety.
- Ensure structure and consistency in the Finance team's adherence to process controls, accuracy, monitoring and timeliness of key fiscal deliverables, including month-end close, vendor payments, revenue cycle billings, the annual budget process, and monthly internal and external reporting.
- Prioritize communication with other departments within the agency, including timely follow up discussions and reviews to ensure accuracy and clarity of shared financial information.
- Support team building, cross-training and continuous learning to ensure continuity of service delivery and the professional development of the Finance team.
- Performs other duties/responsibilities as assigned within the scope of the position.
Skills & Competencies:
- Driver of fiscal discipline, structure and rigor for the Finance team and throughout the organization.
- Owner, builder and amplifier of Finance's voice and impact, internally and externally.
- Unquestioned integrity, credibility, transparency and honesty.
- Strategic financial thinker, with strong analytic and problem-solving skills.
- Excellent listening and communication skills, with the ability to translate financial data for diverse audiences.
- Results-oriented, proactive, accountable and service-driven leadership style.
- Bachelor's degree required. Master's degree or CPA strongly preferred.
- Fifteen or more years of finance leadership experience within nonprofit, human services, healthcare, education or similarly complex mission-driven environments.
- Familiarity with New York City and New York State funding agencies and the regulatory landscape, including Article 29i and Article 31 (OCFS, DOH, OMH) is valued.
- Experience leading organizational transformation, systems implementation and/or financial process improvement initiatives.
- Outstanding leadership skills with demonstrated success developing high-performing teams.
- Strong business judgement with the ability to drive and balance finance stewardship, compliance, risk management and organizational growth.
- Demonstrated expertise in Medicaid reimbursement processes and revenue cycle management.
- Experience with implementing and managing modern financial technology platforms, including ERP, procurement and expense management systems.
- The organization currently operates in two boroughs: Staten Island and Brooklyn. The position is based in Staten Island but will interact with personnel across both locations. The ability to travel between sites may be necessary.
- Ability to perform the essential functions of the job with or without a reasonable accommodation.
CFO · PRI Technology