The mission of Lyon-Martin Health Services is to provide high quality, compassionate and trauma-informed medical, gynecological, and mental health care services to trans, non-binary, gender non-conforming, and intersex communities and cis-gender women with specific sensitivity to sexual orientation, gender identity, disability, race, ethnicity, and language regardless of immigration status or ability to pay. We aim to address and eliminate health equities for our communities by rooting our clinical practice in core foundational frameworks of intersectionality, self-determination, harm reduction, and reproductive and disability justice. As a community clinic, we believe our communities are best served by and for us; that’s why community outreach, engagement, and leadership development is central to our mission of community care and mutual aid. Lastly, we commit to increasing access to culturally responsive care beyond our walls through provider training and education, and policy advocacy.
The Finance Director acts as the Chief Financial Officer of the organization and works closely with the Chief Executive Office/Executive Director of Lyon-Martin Health Services/Women’s Community Clinic (LMHS/WCC) to oversee and coordinate accounting and administrative procedures, internal financial statements, quality control within the Finance Department, and internal/external reporting.
- Monitors and analyzes overall budget for LMHS/WCC and various contracts and grant budgets.
- Works closely with CEO/ED in developing and analyzing cost associated with service delivery and related pricing.
- Documents requests for contract and agency budget changes.
- Oversees the allocation of payroll, benefits and operating expenses.
- Reviews and assesses existing cost allocation methods used for allocating joint - direct and indirect expenses to ensure compliance with OMB Guidelines.
- Oversees cash flow planning and ensure availability of funds as needed.
- Oversees cash, investment, and asset management.
- Oversees financing strategies and activities, including public financing options, and capital improvement financing.
- Develops and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans.
- Develops understanding of key business and revenue drivers; communicate broadly to management team and relevant stakeholders.
- Coordinates annual financial, OMB-A133, and program specific compliance audits.
- Prepares or oversees preparation of related schedules for various audits.
- Coordinates annual tax returns (990), property taxes and the federal indirect cost proposal.
- Compiles and/overseas contract compliance reports.
- Assists with cash flow projections including line of credit, and bank transfers.
- Manages all bank accounts and related reconciliations.
- Maintains accounting records and permanent files, including assets, operating and capital leases, taxes, audits and bank accounts.
- Maintains schedules of expenses and receivables for temporary restricted and unrestricted contributions and in-kind donations.
- Maintains facility codes, chart of accounts, cost center listing.
- Prepares, supervises, and overseas general ledger (GL) journal and closing entries including monthly closing and related analysis of accounting transactions and internal monthly financial statements and GL quality control.
- Compiles financial statements for Agency and external agencies.
- Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and Lyon-Martin’s board of directors; oversee the preparation and communication of monthly and annual financial statements.
- As a key member of the executive leadership team, participate in LMHS/WCC’s organizational strategic analysis and planning.
- Remains up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations.
- Oversees rate setting process and cost projections related to FQHC clinic sites to ensure revenue maximization.
Education and Knowledge, Skills and Abilities
Education and Experience:
- The CFO will be a seasoned and mature leader with at least 5 years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership.
- They will ideally have experience managing finance (accounting, budgeting, control, and reporting) for a nonprofit with multiple funding sources including government (federal, state and city) contracts.
The CFO will have the following experience and attributes:
- A minimum of a BS or a B.A. in Accounting; CPA and/or MBA preferred.
- At least 2 years experience as CFO or equivalent, preferably in a nonprofit organization.
- Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies.
- Significant experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance, and reporting.
- Deep knowledge and understanding of the Office of Management and Budget Circular A133 audit.
- Experience working with IT staff to manage finance and accounting software packages.
- Excellent written and oral communication skills.
- Demonstrated leadership ability, team management, and interpersonal skills.
- Excellent analytical and abstract reasoning skills, plus excellent organization skills.
- Ability to work in a ‘change’ environment is an absolute requirement.
Knowledge, Skills and Abilities Required:
- Strong proficiency with Microsoft Office applications, specifically Word Outlook and internet applications.
- Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data.
- Professionalism, punctuality, flexibility and reliability.
- Excellent verbal, written, and interpersonal skills.
- Integrity to handle sensitive information in a confidential manner.
- Action oriented.
- Strong problem-solving skills.
- Excellent organization skills and ability to multitask and juggle multiple priorities.
- Outstanding ability to follow-through with tasks.
- Ability to work cooperatively and effectively as part of interdisciplinary team and independently assume responsibility.
- Strong initiative and enthusiasm.
- Able to work within a frequently changing project scope while maintaining overall direction and structured priorities.
- Knowledge of Clinical documentation (treatment plans, progress notes etc.) and FQHCs.
- Experience managing a capital construction project.
- Experience working with lesbian, bisexual, transgender, gender non-conforming, non-binary, and intersex clients.
- Experience working with populations with varying lifestyles, disabilities, racial, ethnic and cultural backgrounds and economic statuses.
- Experience working with clients who do sex work, those experiencing homelessness, people who have challenges with mentally illness and/or using substances, those of with a history of incarceration, people of varying ages.
Transgender, LGBQ Women, BIPOC, and people living with chronic illnesses and disabilities encouraged to apply.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.