Seneca Family of Agencies - Chief Financial Officer

CANDIDATE PROFILE

POSITION TITLE

CHIEF FINANCIAL OFFICER

PRIMARY LOCATION

CALIFORNIA (HYBRID)

CREATED FOR

SENECA FAMILY OF AGENCIES

about Seneca Family of Agencies

Seneca Family of Agencies (Seneca) was founded in 1985 as a small Bay Area residential and day treatment program with a simple but powerful mission: to help children and families through the most difficult times of their lives. Since then, Seneca has expanded to provide a broad continuum of permanency, mental health, education, and juvenile justice services, which today reach over 18,000 youth and families throughout California and Washington State each year

The organization is driven by the fundamental belief that children and families do not themselves fail, but rather are failed by systems unable to meet their complex needs Guided by their core agency values of love and compassion, hope and courage, respect, curiosity, joy, equity, and justice, Seneca refuses to fail the young people and families we serve Seneca offers each child and family a profound promise: you will be supported every step of your journey, no matter what challenges you face along the way

"Unconditional care." our values

Position Overview

Reporting to the CEO and overseeing a budget of $180M, the Chief Financial Officer (CFO) provides executive-level leadership and planning to ensure the financial and operational success of Seneca’s strategic goals The CFO also leads process improvement initiatives to ensure accurate reporting, maximizes revenues within each contract, and ensures optimal utilization of resources

The CFO directs Seneca’s financial and risk management, including overall financial functions, systems, and reporting, budgeting, audit, internal controls, and regulatory compliance, cash management and investments, financial and strategic planning, credit financing capital needs, debt structure and service, and contracts management The CFO also staffs the finance and audit committees and the investment subcommittee of the Board of Directors

Seneca has been named a Top Workplace for the past eight years and we pride ourselves on being an innovative leader in the provision of comprehensive school, community-based and familyfocused treatment services for children and families experiencing varying levels of trauma and disruption Our vision for service is an integrated community-engaged approach with high standards of practice Our workplace culture values diverse perspectives, collaboration, and a commitment to professional development

roles & responsibilities

Financial Strategy and Planning

Develop and implement financial strategies and systems aligned with the organization's goals and mission, and size, scope and complexity

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

Ensure accurate and timely financial reporting, including monthly, quarterly, and annual financial statements

Monitor and analyze financial performance, identifying areas for improvement and risk mitigation

Develop and implement financial controls, policies, and procedures to safeguard assets and ensure compliance with relevant regulations and accounting standards

Manage cash flow, investments, and financial risk to maintain the organization's financial stability

Resource Allocation and Efficiency

Optimize resource allocation to maximize the impact of the organization's programs and initiatives

Collaborate with program leaders to develop financial models and evaluate the financial viability of new projects or initiatives

Conduct cost-benefit analyses and recommend strategies for cost optimization and revenue generation

Identify and pursue opportunities for grants, partnerships, and other funding sources to support the organization's financial sustainability

Team Leadership and Development

Provide strong leadership and guidance to the finance and accounting team, fostering a culture of collaboration, accountability, and continuous improvement

Mentor and develop finance staff, promoting professional growth and succession planning

Promote a high level of financial literacy across the organization, ensuring all stakeholders understand financial reports and implications

Compliance and 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 assess risks related to financial activities and develop appropriate risk management strategies

qualifications compensation & benefits

Bachelors degree in finance accounting or a related field (master’s degree preferred)

Certified Public Accountant (CPA) designation strongly preferred

Minimum of ten (10) years’ experience in financial management role with progressive complexity and degrees of responsibility, preferable in nonprofit organizations managing all financial operations

Strong experience in contract management, specifically Department of Health Care Services (DHCS) Department of Social Services (DSS) and Department of Education (DOE) and ensuring the financial success of those contracts

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

Experience managing investments, endowments, and grant funding

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

High ethical standards and a commitment to the mission and values of the nonprofit sector

Salary is commensurate with experience Range for the role is $200,000/yr - $214,000/yr The CFO position is primarily remote but will require regular travel to California

Seneca offers a full benefits package including:

Medical, dental, vision, chiropractic, acupuncture, and fertility coverage

Long-term disability, life insurance, and optional voluntary cafeteria plans

Partially paid premiums for dependents

403b retirement plan

Employer-paid Employee Assistance Plan

5 weeks of flexible paid time off and 11 paid holidays

Abundant professional development, scholarship, and promotional opportunities

Equipped with a creative and dedicated team, the Chief Financial Officer will provide visionary leadership that fosters financial stability and opportunities for growth in alignment with Seneca's goals The ideal candidate has a mission-driven approach and will ensure that the Seneca Family of Agencies can identify issues and problems quickly, and plan effectively to improve financial compliance & planning and overall productivity

As a visionary organizational leader, the CFO will have experience maximizing program impact, motivating their team toward a clear vision while mentoring and developing finance staff, promoting professional growth, and succession planning

An experienced contract administrator, the CFO will provide in-depth knowledge of nonprofit accounting principles, regulations, and compliance requirements of government contracts

An experienced financial strategist, the CFO has experience overseeing the preparation and presentation of the annual budget, financial forecasts, and long-term financial plans

An outstanding analyst of financial performance, the CFO will have experience providing insights and recommendations to the CEO and Board of Directors that support organizational decision-making and strategic growth

A practiced financial manager, the CFO will have experience ensuring accurate reporting, development, and implementation of financial controls, and managing financial risk to maintain financial stability

An effective manager who enjoys building partnerships with senior leadership, board members, and finance staff, the CFO will foster a collaborative work culture that prioritizes accountability and continuous improvement

Career Track

A Chief Financial Officer is responsible for the fiscal health of the organization They manage cash flow, oversee financial health, and propose strategic directions based on the organization's strengths and challenges

The ideal CFO will be an experienced finance & strategic professional who knows how to effectively lead a team and communicate with the CEO, Board, and other senior leadership

The ideal candidate will have moved progressively through leadership positions within their organization, which may include accounting and management roles

Previous Titles

Chief Financial Officer

VP of Finance

Director of Finance

Controller

Chief Administrative Officer

Chief Administrative Officer

Executive Director

Chief Operating Officer

ADMINISTRATIVE HEADQUARTERS LOCATION

8945 Golf Links Rd

Oakland, CA 94605

SERVICELOCATION

Seneca’srangeofchildwelfare,mentalhealth,juvenilejustice,andeducationservices annuallyreachmorethan18,000youthandtheirfamiliesinover150distinctprograms throughoutCaliforniaandWashington.Theagency’sprogramsspanfourkeygeographic regions:NorthernCalifornia,theCentralCoast,SouthernCalifornia,andWashingtonState, withlocaladministrativeofficehubswithineachregion

NORTHERNCALIFORNIA:

InNorthernCalifornia,Senecaprovideseducation,mentalhealthandpermanencyservices inthefollowingcounties:Alameda,ContraCosta,Marin,SanFrancisco,SanMateo,Santa Clara,Solano,andSonoma.

CENTRAL COAST OF CALIFORNIA:

Seneca's Central Coast programs are headquartered in Salinas, California, and provide services throughout the Central Coast in Monterey, San Benito, and San Luis Obispo Counties.

SOUTHERN CALIFORNIA:

Seneca's Southern California programs are headquartered in Santa Ana California and have provided services in Ventura, Los Angeles, Orange, Riverside, San Bernardino, and San Diego Counties for over 35 years

WASHINGTON STATE

Seneca Washington provides a continuum of care ranging from school-based to community-based programs Seneca’s programs in Washington State represent the agency’s first full-time presence outside of California

what we do

Helping Children Heal & Thrive

Seneca provides a continuum of community and school-based services that contest the existing narrative about what is possible for youth facing the most significant challenges The agency’s founding commitment to do whatever it takes to help children and families thrive – no matter how profound the challenges they face – forms the basis of our Unconditional Care® model Seneca’s services are designed to be highly accessible and responsive to the academic, social-emotional, and behavioral needs and goals of each child and family, reaching them in their homes, schools, and communities

There are more than 60,000 children in foster care in California Most children that enter foster care are able to reunify with their birth parents or extended relatives Some children that enter care, are never able to return home and need permanency through adoption Children shouldn’t have to endure any additional loss or ambiguity, so Seneca seeks families for children, not children for families

PROGRAMS

Family

Children thrive when rooted in safe, nurturing homes Every child needs and deserves the meaningful, lifelong connections of a permanent, loving family – connections referred to by child welfare professionals as permanency Seneca provides an array of permanency-focused programs and services to help ensure that every child has a safe and loving place to call home

While the first goal of permanency is to keep children with their family of origin, our continuum of permanency programs include foster care, relative kinship care, visitation services, family finding, and adoption Developed and practiced over the past three decades, Seneca’s evidenceinformed permanency programs help ensure that each and every child, no matter how challenging their needs and circumstances, has a family to support and nurture them through childhood and into adulthood

Mental Health

No one should have to struggle with mental health challenges alone In close partnership with public mental health, education, child welfare, and juvenile probation agencies, other service providers, and consumer organizations, Seneca provides a wide range of strengthsbased and outcomes-oriented mental health services that annually reach over 9,000 children and youth with complex and enduring needs

Seneca’s services, while focused on the child, are centered in the family, with parents and other family members playing a central role in the planning, provision, and evaluation of services

Above all, Seneca’s programs build upon and enhance the strengths of children and families, accelerating their progress toward attaining stability, self-sufficiency, and long-term success

Education

Seneca’s school-based programs welcome all students and families Services are designed in partnership with teachers and families to provide students with the academic, behavioral and socialemotional supports they need to succeed This close collaboration ensures that new skills are used in the classroom and home setting, and that everyone feels better able to meet the unique needs of their students Seneca’s approach rests on the belief that students are best served by staff, families, and youth working hand in hand and learning from each other’s experiences and expertise

TOTAL REVENUE (2022) $150,101,219

TOTAL EXPENSES (2022) $147,726,804

REVENUE MIX

EXPENSES

Committed to the core belief that every child deserves a family, Seneca Family of Agencies (previously called Kinship Center) provides the full spectrum of family-centered support to strengthen the families and communities we serve through foster care, adoption, relative caregiver, mental health, and wraparound services. CONTRIBUTIONS

1%

Envision Consulting has been retained by Seneca to conduct the search for their incoming CFO We follow a comprehensive and structured approach that begins with a needs assessment to understand organization's position and culture Candidate sourcing is conducted using various strategies, such as leveraging networks, industry-specific databases, and targeted research Our in-depth evaluations are thoughtfully designed to assess qualifications, experience, cultural fit, and leadership potential After two stages with Envision, we work with the organization's search committee to select the individuals they wish to meet and the curate that interview experience as well as the follow up We also support the final selection process, including negotiation and offer formulation and offer onboarding support to ensure a smooth transition for the selected candidate Regular communication with the client is maintained throughout the process, providing updates, feedback, and guidance to ensure a successful executive search outcome We also offer clients a 1-year guarantee and executive coaching throughout the first year of employment

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Seneca 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

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.

ALLISON FULLER MANAGING PARTNER

MATT KAMIN MANAGING PARTNER

MELISSA MONTOYA DIRECTOR OF SEARCH SERVICES

HILLARY WESTON RECRUITER