Job Summary

Under the direction of the Chief Executive Officer (CEO), the Chief Financial Officer (CFO) is responsible for directing the financial planning and fiscal strategy of DAP Health, its affiliates, subsidiaries and related entities through employing financial management techniques and practices to protect the Agency’s revenues and profits to achieve full financial control and sustainable growth.

Supervisory Responsibilities

Support and model the identified vision, values, and behaviors of the organization

Supervise, lead, coach, and use best management practices to improve staff performance

Conduct one-on-one meetings (monthly at a minimum frequency, preferably bi-weekly), scheduled conversations, and annual performance reviews with direct reports by required timeline

Ensure adherence to company policies, procedures, and safety regulations; provide guidance and corrective support to address performance or conduct concerns

Review weekly timesheets for accuracy, review employee submissions and updates as needed; approve timesheets by required timeline

Attend mandatory Manager’s Learning Collaborative trainings

Partner with People Operations to Develop a learning plan for employee development goals to provide tools needed to excel in their position Implement and follow a process to address performance issues as they arise

Prepare a comprehensive onboarding process for each specific position for all new hires

Address serious issues that may require interventions or investigations

Develop and monitor departmental and program/project operating budgets, costs and schedules

Essential Duties/Responsibilities

Keep, maintain, and manage all financial records of the agency, its affiliates, subsidiaries and related entities according to generally accepted accounting principles, suitable for successful audit by outside CPA’s, city, county, state and federal agencies, and other public/private Grant or Foundation, in compliance with contractual agreements including timely filing of all city, state, county and federal information and tax returns, sales tax returns, franchise returns, CMS cost reports, PPS reconciliations, UDS reporting, and HCAI utilization reports

Oversee compliance with grant agreements and all regulatory requirements (HRSA, CMS, DHCS/Medi‑Cal, OIG, IRS, HUD, and lender obligations)

Implement and monitor systems of internal control for accounting functions to ensure safeguarding our assets and resources

Write, update, and enforce Finance policies and procedures; present to CEO and Board for review and approval

Maintain current knowledge of authoritative pronouncements (FASB, GASB, HRSA, HUD, IRS) and legislation affecting nonprofit healthcare finance; ensure timely implementation

Supervise all Finance staff; set priorities, coach performance, and review work to assure accurate, timely processes across Accounting, FP&A, Revenue Cycle, Grants Finance, Payroll and Retail Operations

Foster a culture of integrity, accountability, inclusivity, and continuous improvement; mentor future leaders

Lead the preparation and development of DAP Health’s annual Capital and Operating budgets aligned to strategic goals and productivity/quality targets

Oversee preparation of monthly financial statements with clear comparisons to budget and forecast; analyze and explain significant variances for the CEO, Board, and Board Committees

Create and maintain strategic financial reports; provide sound, actionable analysis to CEO, department leaders, and Board members

Supervise DAP’s revenue cycle management staff who work closely with DAP Health’s clinic team to ensure timely and accurate collection of patient data, medical record and insurance information supporting timely and accurately billing for medical, dental, mental health, and pharmacy claims

Ensure DAP Health is paid all amounts owed for services rendered, grant awards, and 340B contract payments; manage all parts of Accounts Receivable to reduce AR days, denials, and underpayments

Oversee preparation and timely completion of all audit schedules; perform analyses as needed for audits of DAP Health and related entities (including retirement and flexible benefit plans); target unqualified opinions for all financial statements.

Ensure timely filing of Form 990 and related returns with federal and state agencies; ensure Single Audit readiness and compliance with Uniform Guidance (2 CFR 200).

Monitor and manage cash flow, reserves, debt covenants, and investment strategies to support operational needs and long‑term sustainability. Maintain strong vendor and customer relationships to optimize financial performance.

In conjunction with the Finance Committee, oversee or participate in:

The Employee Benefits (Health and Welfare) Review Committee Capital Committee 501c4 finance committee and board meetings Vista Sunrise I finance committee and board meetings

Vista Sunrise II finance committee and board meetings

The DAP Health Foundation

Work with DAP’s CEO to drive the strategic financial planning for the Agency, affiliates, subsidiaries and related entities

Assist the DAP’s leadership, professional consultants and outside legal firms to assure all legal and regulatory documents are filed and compliance with laws and regulations are monitored

Communicate Agency goals, projects and timelines to department leaders

Monitor 501c3 status for DAP Health, ensuring the approved amount of the Agency’s 501c3 spending (50.1 percent or more) will be focused on social welfare projects within its mission and purpose

DAP maintains affordable housing for low-income community members and the CFO, while working with the property managers, is accountable for maintaining separate sets of records and accounts for timely and accurate financial and occupancy reports proper auditing as well as for the housing project according to GAAP/HUD and lender requirements. The Sunrise Vista I project accounts for funds collected as security deposits which are maintained in trust accounts separate and apart from all other funds of the project

As new opportunities arise for DAP Health, the CFO will review financial, operational and fundamental information for the impact to current operations, mission, goals and objectives. While working closely with DAP’s leadership, programmatic team, board of directors and consultants to assist the team to create a positive experience for DAP Health which minimizes the disruption of care for its patients and clients. The goal of this team is to ensure any new opportunities will accelerate and maximize the value of consolidation through strategic planning.  Perform other job-related duties as assigned

Required Skills/Abilities

Must have ability to:

Demonstrate strong leadership and organizational skills;

Strategize and solve problems;

Effectively handle multiple tasks simultaneously

Proactively identify, initiate, develop and implement administrative and financial procedures to meet the organizations and staff’s needs. Establish collaborative working relationships with DAP Health personnel and with city, county, state, and federal contract monitors

Delegate and oversee special work and follow up to assure completeness and correctness of project processes

Education and Experience:

Accounting or Finance degree required

Minimum 10 years of experience at management level within a Finance department

Minimum 5 years of experience in an acute care or clinic setting working in a combination of the following: administration, finance, accounting, operations, and financial planning and analysis

Experience working with non-profit organization and fund accounting required

Experience with computer accounting/spreadsheet/database programs required

Knowledge of computer network systems

CPA or auditor background preferred

FQHC experience required