Job Description: Chief Operating Officer/Chief Financial Officer

August 17, 2023 Careers

Department:  Community & Operational Services
Reports to:  President & Chief Executive Officer        
Classification:  Full time, Exempt

As a member of the Senior Management Team (SMT) and in partnership with the CEO, the Chief Operating Officer / Chief Financial Officer (COO/CFO) ensures the strategic financial planning for HEBSV and shares the responsibility for the financial deployment of the HEBSV resources. Further, makes certain that HEBSV resources are best aligned with mission and that its long-term financial resources are stewarded carefully.   In addition, and equal in importance to financial responsibilities, the COO/CFO is charged with leading HEBSV’s internal and external service operations to reflect a culture of continuous improvement, collaboration and high performance while remaining lean, innovative and economically sustainable. 

Specific Duties and Responsibilities:

  • Serves as a strategic thought partner to the SMT, advising the President & CEO, committees, and governance board on all financial considerations.
  • Insures that the organization has the appropriate financial controls, policies, procedures, and reporting systems in place to provide timely, reliable, and insightful information, which captures a complete and holistic view of HEBSV’s operations and financial position.
  • Proactively directs financial planning and analysis, including the establishment of, and reporting on, key performance metrics, to assist the SMT in the ongoing management of operations.
  • In conjunction with staff leaders, develops budgets, projections and financial/business models that provide short and long-term cash flow, income statement and balance sheet expectations. Provides a framework for key performance indicators, which show the connections and implications between the HEBSV’s annual operating budget, reserves and long-term debt obligations.
  • Develops financial and business case(s) to support HEBSV’s key long-term initiatives.  Make sure that the financial plans are clear and updated as cash flow is received during the annual funding cycle.
  • Determines a sustainable financial model for HEBSV, which in turn, promotes increased efficiency, increased earned income, increased fundraising, and increased staff engagement through close alignment and work with the other SMT leaders.
  • Develops financing capabilities and oversees the prudent investment of surplus capital consistent with the objective of financial sustainability and in support of HEBSV’s evolving business model: 
    1.    Secures general organizational credit lines
    2.    Secures project related capital to supplement government funding  
    3.    Ensures sufficient liquidity is in place to support ongoing operations
    4.    Proactively manages the structure of HEBSV’s financial position as needed to maximize external financial partner support
    5.    Develops new forms of long-term capital and financing facilities
    6.    Invests surplus cash in accordance with investment policy guidelines
    7.    Coordinates relations with banking, asset management and other financial institutions.
  • Partners with the SMT to optimize ‘earned revenues’ and provide analytical tools and insights around these initiatives.  Seek to develop and catalyze new forms of earned income.
  • Proactively leads the development and operation of HEBSV growing service initiatives, including, but not limited to:
    1.    Client Services: Includes Homeowner relations, counseling and mortgage origination
    2.    Home Repairs: Includes Home repair operations and 3rd party contract administration.
    3.    ReStore: Driving operational performance and expansion
    4.    CDFI:  Financing and business development to better serve HEBSV and Habitat California affiliates
    5.    Other service units as developed
  • Lead HEBSV operations support areas prioritizing key internal customer needs in the areas or Human Resources, Information Technology, Risk Management and other business operations requirements.
  • Act as staff liaison to the Finance Committee, Audit Committee, Human Resources Committee and other appropriate operating committees. 

Knowledge, Skills, and Abilities:

  • Minimum of 12 years of financial management experience with at least five years at a senior management level in a $10M+ organization.  Minimum of 10 years of experience building, leading, coaching, and mentoring a team.
  • Bachelor’s Degree in Business Administration, Finance, Accounting or related field; CPA and/or MBA preferred.
  • A strategic thinker, the driver behind the team’s success, while taking a hands-on approach to execution when appropriate.  A history of successfully creating and implementing a strategy and vision based on strong analysis and rationale.
  • Has the ability to forge and maintain effective working relationships with representatives of public and private organizations, board members, staff, volunteers and the public.
  • Exceptional capacity for managing and leading people; a team builder who has experience in scaling up organizations; capacity to enforce accountability, develop and empower top-notch leaders from the bottom up, lead from the top down, cultivate entrepreneurship, and learn the strengths and weaknesses of the team; and place people in a position to succeed.
  • Ability to effectively prioritize projects in order to determine which areas have the highest potential of delivering significant results.
  • Demonstrated best practices in accounting and financial management and have a successful track record in creating and implementing policies.
  • Brings the rigor and discipline associated with best practices in financial and operational management.  
  • Possess the ability to bring innovation where needed and the passion, drive and confidence to move the organization forward.
  • Proactive, have a “can-do” attitude and enjoy working collaboratively.  Adept at communicating financial information to various audiences, ensuring complex financial matters and concepts are expressed in a succinct and understandable way.  

Work Environment/Physical Requirements:

Primarily remote. Occasional travel and In-person meetings required.

Base Salary: $ 215,000/yr - $268,000/yr

At Habitat for Humanity East Bay/Silicon Valley diversity and inclusion are respected, valued, and celebrated. We are committed to building an equitable and culturally diverse organization that is reflective of the multicultural community we live in and serve. We strongly encourage BIPOC, LGBTQIA, women, and people with disabilities to apply for our employment opportunities. Habitat is an equal opportunity employer and makes employment decisions based on merit and the applicant’s ability to champion Habitat’s mission and values. Our policies prohibit unlawful discrimination on any basis protected by federal, state, or local law or ordinance, or regulation. 

Note: This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as desired.