SBSS CFO Candidate Profile

CANDIDATE PROFILE POSITION TITLE CHIEF FINANCIAL OFFICER PRIMARY LOCATION LOS ANGELES, CA CREATED FOR ST. BARNABAS SENIOR SERVICES

TABLE OF CONTENTS About St. Barnabas Senior Services

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What We Do

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Position Overview

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Roles & Responsibilities

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Qualifications & Compensation

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About Central Los Angeles

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Ideal Candidate & Career Track

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About the Search Process

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Application Link

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about st. barnabAs senior services St. Barnabas Senior Services (SBSS) stands as a cornerstone of support and empowerment for the senior community, grounded in the belief that all older adults have the right to age with dignity. With over 100 years of dedicated service, SBSS is a nonsectarian organization committed to enhancing the quality of life for older adults through a wide range of innovative programs and services.

At SBSS, seniors find a welcoming and inclusive environment that fosters independence, health, and well-being. Their comprehensive offerings include nutritious meal programs, engaging fitness and wellness classes, and social activities that promote mental and emotional health. Additionally, SBSS provides essential caregiving resources and support, ensuring that seniors and their families have access to the assistance they need.

The dedicated team at SBSS goes above and beyond to create a community where every senior feels valued, respected, and connected. Their efforts not only address the physical needs of older adults but also nurture their social and emotional well-being.

By offering a blend of practical support and enriching experiences, SBSS empowers seniors to live fulfilling and independent lives.

our mission

To empower a diverse community of older adults to Live Well, Feel Well and Age Well in the community with dignity and respect.

our VISION A community where every older adult feels empowered, respected, and connected while living a healthier and more fulfilling life.

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who we are

locations

our clients

SBSS provides services at various locations throughout Los Angeles County, including 3 senior centers in MacArthur Park, Echo Park, and Hollywood, as well as 14 community meal sites, and numerous senior housing complexes and community facilities.

Typically, SBSS participants are in their mid-70s, live alone, have few relatives or friends to provide assistance, and speak minimal English. They roughly match the demographic profile of our neighborhoods: 35% Asian, 33% Latino, 25% White, 6% African/American, 1% Other. Most depend on Social Security of $800-$900 per month and rely on Medicare and Medicaid. Living at or below the federal poverty level, they lack the resources to meet their basic food, housing, and healthcare needs.

Our headquarters are located in the heart of Central Los Angeles in the MacArthur Park neighborhood.

programs Senior Housing Nutrition Meals & Food Distribution Care Management Transportation Recreational Activities Evidence-Based Programs Screenings & Education Family Caregiver Support Tech Classes Policy Advocacy

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Position Overview The Chief Financial Officer (CFO) at St. Barnabas Senior Services is a key member of the executive team, responsible for overseeing all financial, accounting, and reporting functions within the organization. Reporting directly to the CEO, the CFO manages a $5 million budget, providing essential leadership in team management, compliance, and strategic decisionmaking. The CFO ensures efficient program implementation, conducts thorough audits, and presents findings to the Board’s finance and audit committees. Additionally, the CFO explores ways to enhance the finance function to better support program operations, and supervises a team responsible for accounting, accounts payable, accounts receivable, payroll, and grants administration.

First Year GOALS & OBJECTIVES Improve operational structure Develop staff and improve training procedures Enhance budgetary practices Ensure compliance with current grants CANDIDATE PROFILE: st. barnabAs senior services | CFO | 4

roles & responsibilities Financial Strategy & Planning Develop and implement financial strategies and systems aligned with the organization's goals and mission.

Oversee the preparation of the annual budget, financial forecasts, and long-term financial plans.

Provide financial insights and recommendations to the CEO and the Board of Directors to support decision-making processes.

Financial Management & Accounting Analyze financial data, prepare accurate and timely reports, and keep management informed of the organization's financial status.

Manage financial, project/program, and grants accounting, ensuring budget alignment throughout the grant/fund period.

Forecast organizational cash flow, collaborate with program staff to assess financial efficacy, and establish finance and administrative systems to support program operations.

Oversee annual single audit, program reviews/audits, workers' compensation audits, and train accounting/administrative staff.

Handle vendor and bank inquiries and assist with reports for development required by foundations and grants.

Compliance & Risk Management ·Ensure compliance with applicable laws, regulations, and reporting requirements, including tax filings and audits. ·Implement and maintain effective internal controls to mitigate financial and operational risks. ·Monitor and analyze financial performance, identifying areas for improvement and risk mitigation.

Staff Leadership & Development ·Serve as a liaison between the HR consulting firm and administration, ensuring effective communication, coordination, and payroll. ·Lead and manage the finance team, providing mentorship and fostering a sense of purpose and commitment to the core values of the agency. ·Ensure high standards of teamwork and customer service within the finance department, while encouraging collaboration, effective communication, and a customer-centric approach in all interactions. ·Collaborate with other departments to achieve organizational objectives. Foster effective cross-departmental communication, coordinate efforts, and participate in management meetings to align strategies and contribute to overall organizational success. ·Handle staff-related issues and ensure a positive, respectful, and inclusive work environment. Provide guidance, counseling, and support to resolve issues and maintain employee well-being.

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qualifications Undergraduate degree in accounting, finance, or a related discipline; a graduate degree in business or a related field is preferred. CPA and/or MBA qualifications are desirable.

A minimum of 10 years of progressive finance experience in complex nonprofit organizations with multiple programs with public grants.

Experience overseeing and managing a finance team.

Experience managing audits and reporting, grants management, compliance, and reporting for government, corporate, and foundation grants.

Experience with single audits desired.

In-depth knowledge of non-profit accounting principles, financial regulations, and compliance requirements.

Strong financial analysis, forecasting, and strategic planning skills.

Demonstrated ability to develop and implement financial systems, controls, and policies.

Excellent leadership and interpersonal skills, with the ability to communicate complex financial concepts to diverse stakeholders.

Strong problem-solving and decision-making abilities, with a focus on innovation and continuous improvement.

Personal qualities of integrity, credibility, and a commitment to nonprofit service.

compensation & benefits The salary range for this position is $135,000 – $150,000. The benefits include 10 sick days, 10 days of vacation, 13 observed holidays, 401K, EAP, and medical insurance.

St. Barnabas Senior Services is an Equal Opportunity Employer and encourages applications from qualified individuals regardless of race, religion, national origin, sexual orientation or disability.

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ABOUT central los angeles Central Los Angeles, home to iconic neighborhoods like Hollywood, MacArthur Park, and Echo Park, is a vibrant blend of history, demographic diversity, and cultural influence, showcasing the rich heritage and dynamic urban life of Los Angeles.

Hollywood, the heart of the entertainment industry, boasts landmarks like the Hollywood Walk of Fame and TCL Chinese Theatre. Its revitalized streets are filled with trendy restaurants, theaters, and nightlife, celebrating its past and ongoing influence in film and television.

MacArthur Park, with its origins in the late 19th century, is now a lively community rich in Latinx heritage. The neighborhood, particularly vibrant with Chicano culture, is known for its street vendors, colorful murals, and cultural festivals. It serves as a hub where art, music, and community converge, offering a window into Los Angeles' dynamic cultural fabric.

Photo: Gerson Repreza:

Echo Park, with its scenic lake and historic architecture, has a bohemian charm that attracts artists and creatives. The area’s history includes being an early center for the city's film industry. Its Victorian homes and modern developments reflect its evolution, while the neighborhood's diverse population, including significant Asian communities, enriches its cultural scene.

Local galleries, music venues, and eateries offer a taste of Echo Park’s eclectic spirit.

Central Los Angeles is marked by its demographic diversity, with vibrant Chicano and Asian communities contributing to its unique cultural landscape. This diversity is mirrored in its culinary offerings, ranging from authentic Mexican street food in MacArthur Park to innovative fusion cuisine in Hollywood and Echo Park.

The cultural influence of Central Los Angeles extends citywide, with its neighborhoods serving as historical landmarks and living communities that continue to evolve.

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the ideal candidate The ideal candidate for the CFO role is a seasoned financial professional with expertise in managing and optimizing financial operations within the non-profit sector, particularly for aging and emergency services. They have extensive knowledge of California government grants, including grant writing, compliance, and reporting. As an innovative problem-solver, they excel at identifying inefficiencies and implementing creative solutions to enhance financial stability and operational effectiveness.

Passionate about helping others, they are committed to supporting vulnerable populations and aligning financial strategies with the organization's mission. As a supportive team member, they foster a positive, inclusive work environment and communicate complex financial information clearly to stakeholders, including the executive team and board members.

With strong ethical standards and integrity, they ensure transparency and accountability in all financial matters. Proactive and forward-thinking, they are ready to tackle challenges, driving the organization towards sustainable growth and impactful service delivery. This candidate is the innovative fixer needed to help the organization thrive.

CAREER TRACK leading to CHIEF FINANCIAL OFFICER The likely career track for the CFO of SBSS involves a blend of financial experience, nonprofit service, and experience in government grants. You may have gained expertise in various fields, but have had extensive experience managing staff, developing positive team culture, refining systems for collaboration.

Professionals we may look for: VP of Finance Chief Financial Officer Director of Finance Deputy Director of Finance Senior Finance Manager

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the search process Envision Consulting has been retained by St. Barnabas Senior Services to conduct the search for their incoming Chief Financial Officer. We follow a comprehensive and structured approach that begins with a needs assessment to understand the organization's position and culture. We source candidates using various strategies, such as leveraging networks, industryspecific databases, and targeted research. Our evaluations are designed to assess qualifications, experience, cultural fit, and leadership potential.

After two stages of interviews with Envision, we work with the organization's search committee to select the individuals they wish to meet and then curate that interview experience. We support the final selection process, including negotiation and offer formulation and offer onboarding support to ensure a smooth leadership transition. To ensure candidate success, we offer clients a one-year guarantee and executive coaching throughout the first year of employment.

SBSS is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, religion or creed, gender, gender identity, sexual orientation, marital status, age, veteran status, disability, or any other legally protected status recognized by federal, state or local law with respect to employment opportunities.

Survey Focus Groups 1-1 interviews

Recruiting & Screening Interviews

Candidate Profile

Job Description & Comms Plan

Sourcing & Marketing

Final Panel Interview

2nd Round Interviews

Onboarding & Coaching

Negotiation Support

search team for sbss

ALLISON FULLER MANAGING PARTNER

MATT KAMIN MANAGING PARTNER

MELISSA MONTOYA DIRECTOR OF SEARCH SERVICES

JES MCBRIDE SEARCH CONSULTANT

Envision Consulting is a minority-owned firm specializing in executive search, organizational strategy, merger exploration, and executive leadership transitions. With offices in Denver, New York and Los Angeles, our partners and consultants are former executive leaders within nonprofit organizations who are truly inspired by our collective power to lift up the communities we serve. Our broad spectrum of services helps increase revenues, expand awareness and strengthen service delivery to the clients who need us the most.

Learn more at www.envisionnonprofit.com.

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apply now Are you a great fit for SBSS’s next Chief Financial Officer? We invite you to apply and share your experience with us!

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