Chief Financial Officer

Chief Financial Officer

In partnership with the CEO, the Chief Financial Officer (CFO) serves as a key member of the Executive Leadership Team and is responsible for the overall financial strategy, stewardship, and long-term financial sustainability of Enso Village. The CFO provides both strategic and operational leadership for all financial functions across the organization, including Independent Living, Assisted Living, and Memory Care. In collaboration with the CEO and Board of Directors, the CFO promotes communications and exchanges with the resident community regarding budgets and financial performance.

The CFO serves as a trusted advisor to the CEO, Board of Directors, Finance Committee, and Executive Leadership Team, and a liaison to residents, translating financial information into actionable business insights that support organizational growth, operational excellence, risk management, and mission fulfillment.

This role oversees all financial operations, including accounting, treasury management, financial planning and analysis, budgeting, forecasting, financial reporting, audits, bond compliance, investment oversight, internal controls, and financial systems. The CFO partners closely with Human Resources and operational leaders to support labor planning, strategic initiatives, organizational performance, capital investments, and resident engagement in budgeting.

Position Responsibilities

• Serves as a member of the Executive Leadership Team, contributing to organizational strategy, operational planning, growth initiatives, and enterprise decision-making.
• Develops and executes long-term financial strategies that support the organization's mission, strategic plan, and sustainability goals.
• Advises the CEO, Board of Directors, Finance Committee, executive leaders, and the resident community on financial performance, risks, opportunities, and strategic investments.
• Leads financial modeling, scenario planning, and business analysis related to occupancy, service expansion, capital projects, workforce planning, and operational initiatives.
• Evaluates emerging financial and operational trends and recommends strategies to strengthen organizational performance and long-term viability.
• Identifies and mitigates financial, operational, and regulatory risks while ensuring sound fiscal stewardship.
• Supports organizational growth and innovation by evaluating business opportunities, strategic partnerships, and capital investment initiatives.

Financial Operations and Reporting

• Provides executive oversight of all accounting and finance functions, including accounts payable, accounts receivable, treasury management, general ledger, financial reporting, audits, payroll coordination, investments, bond compliance, and required reporting to and engagement of the resident community.
• Ensures the integrity, accuracy, and transparency of all financial reporting and accounting practices.
• Oversees the preparation and presentation of monthly, quarterly, and annual financial statements and management reports.
• Presents financial results, forecasts, trends, and strategic recommendations to the CEO, Board of Directors, Finance Committee and the resident community.
• Serves as staff liaison to the Audit and Finance Committees of the Board.

Capital Planning, Investments and Treasury Management

• Oversees organizational liquidity, cash flow forecasting, debt management, banking relationships, and treasury functions.
• Develops and implements strategies to optimize working capital and financial resources.
• Oversees investment performance and compliance with Board-approved investment policies.
• Leads financial planning related to capital projects, facility improvements, infrastructure investments, and long-range asset management.
• Manages relationships with lenders, bondholders, financial institutions, investment advisors, and external financial consultants.
• Oversees bond compliance reporting and debt covenant monitoring.

Budgeting, Forecasting and Financial Planning

• Leads enterprise-wide financial planning and forecasting processes, including required reporting to and engagement of the resident community.
• Develops multi-year financial projections and long-range financial plans.
• Provides strategic financial guidance to support organizational decision-making and resource allocation.
• Leads and manages the annual operating and capital budget process, including preparation, forecasting, monitoring, variance analysis, and resident engagement as appropriate.
• Partners closely with department leaders to provide guidance, education, and support regarding budgeting, labor management, purchasing controls, and financial stewardship.
• Reviews monthly departmental Profit & Loss (P&L) reports with operational leaders to ensure clear understanding of budget performance, financial trends, operational variances, and opportunities for improvement.
• Provides ongoing financial education and coaching to department leaders to strengthen financial accountability and operational decision-making.
• Oversees capital investment planning to ensure appropriate depreciation, repair forecasting, and long-range facility planning.
• Reviews and tracks capital expenditures in partnership with the Director of Facilities to resolve discrepancies, anticipate operational needs, and support facility performance and sustainability.
• Assists leadership with forecasting related to occupancy, labor, operational expenses, and strategic initiatives across all levels of living and service departments.

Human Resources and Workforce Financial Partnership

• In partnership with the Director of Human Resources and HR team, supports compliance with all Federal and California wage and hour law requirements related to payroll practices and financial processes.
• Partners collaboratively with Human Resources and operational leaders to support payroll accuracy, labor management, reporting, budgeting, and operational planning.
• Reviews labor trends, overtime, staffing patterns, and departmental financial performance to support operational and budgetary decision-making.
• Provides financial guidance and support to department leaders related to labor budgets, workforce planning, and expense management.
• Collaborates with HR and operational leaders on process improvements related to financial systems, labor tracking, reporting, and operational efficiencies.
• Participates in upgrades, implementations, and optimization of HRIS, payroll, and financial systems to support organizational effectiveness and reporting accuracy.
• Supports the development of financial reporting and analytics related to labor, occupancy, operational performance, and strategic initiatives across the community.

Compliance, Risk Management and Governance

• Provides executive oversight of enterprise risk management and financial governance programs.
• Ensures strong internal controls, ethical financial practices, and organizational accountability.
• Advises executive leadership and the Board regarding regulatory, financial, and operational risks.
• Ensures compliance with federal, state, and local regulations, including financial reporting standards, tax requirements, California RCFE/CCRC operational and reporting requirements, and organizational policies.
• Oversees internal controls, insurance coverage, financial risk management, and audit readiness processes.
• Oversees internal and external audits to ensure timely and accurate completion.
• Oversees tax planning and compliance activities, including payroll taxes, local, state, and federal reporting requirements.
• Ensures meeting or exceeding legal requirements for communicating and engaging the resident community in financial matters.

Leadership and Team Development

• Provides executive leadership for the Finance Department and develops a high-performing team focused on service, accountability, continuous improvement, and operational excellence.
• Conducts regular check-ins, performance evaluations, coaching conversations, and professional development planning for Finance team members.
• Ensures team members receive appropriate training on systems, processes, internal controls, compliance requirements, and organizational expectations.
• Promotes accountability, operational excellence, customer service, and continuous improvement throughout the Finance Department.
• Partners collaboratively with department leaders and Executive Leadership to support organizational initiatives and operational goals.
• Performs other duties as assigned.

Community & Operational Leadership

• Serves as Manager on Duty (MOD) as assigned, supporting campus operations, incident response, and resident safety.
• Participates as an active member of the Safety Committee, supporting workplace safety initiatives, emergency preparedness planning, drills, incident review, and operational readiness.
• Supports organizational emergency response efforts and operational continuity during critical incidents or emergencies.

Role Metrics

• Organizational financial strength and sustainability
• Cash flow, liquidity, and working capital performance
• Operating margin and financial performance
• Budget accuracy and forecasting effectiveness
• Debt covenant and bond compliance
• Audit outcomes and regulatory compliance
• Strategic financial planning and execution
• Capital project oversight and return on investment
• Executive, Board and resident satisfaction with financial reporting
• Team engagement, development, and retention

Position Qualifications and Requirements

• Ten (10) or more years of progressively responsible financial leadership experience, including senior executive-level finance leadership experience.
• Prior experience as a CFO, Vice President of Finance, Finance Director, or equivalent senior financial leadership role is required.
• Required experience in senior living,