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Chief Financial Officer, Sacramento, CA


California Primary Care Association

Chief Financial Officer

Sacramento, CA

July 17, 2019


Association’s Mission: To lead and position community clinics, health centers and networks through advocacy, education, and services as key players in the health care delivery system to improve the health status of their communities.

Purpose of Position: The Chief Financial Officer will serve as a key member of the executive team and lead and oversee the financial, human resource, and operation functions of the association. This position is responsible for the strategic leadership of the finance and accounting functions, will drive a robust financial planning and analysis to provide real-time insights to the CEO in formulating CPCA’s future strategies. This position will assist in promoting and diversifying funding through effective resource stewardship at an agency with a healthy mix of government funding, private philanthropic support, and earned revenue. This role will contribute to the development and implementation of a business strategy and establishing a culture of strong financial and cost control and appropriate risk management. The CFO will work across the organization to ensure the association is aware of and adopts innovative technology to support the work of the association, the board of directors, and to better serve the needs of the membership.

Primary Responsibilities:

  1. Financial Management
    • Maintains a high level of fiscal responsibility and accountability including the development and maintenance of efficient accounting, data, and internal fiscal control systems.
    • Provides staff support to Finance Committee of the Board of Directors including preparing organizational budgets, reports, and other documents.
    • Responsible for the department budget line items, monitoring revenue goals and fiscal impact of these areas.
    • Prepares monthly financial statements and balance sheets; maintains investment portfolio and investment policies.
    • Monitors and reports on key performance indicators.
    • Develops budgets for grants and reviews contracts. Responsible for reporting on finances related to the expenditure of grant funds.
    • Responsible for insuring corporate compliance with federal and state laws applicable to 501(c) 3 and 501(c) 4 organizations.
    • Prepares cash flow analysis, projections and forecasting in order to deploy resources efficiently and effectively toward organizational goals.
    • Works with auditor on annual audit.
  2. Accounting Management
    • Maintains general ledger.
    • Directs the payroll function working with outside payroll service.
    • Oversees accounts payable and accounts receivable.
  3. Human Resources
    • Oversees all Human Resources functions of the association including HR policies and procedures, payroll, and benefits administration.
    • Works with leadership to develop hiring practices and strategies to ensure talent necessary to effectively support the association’s work.
  4. Operations
    • Responsible for internal operations ensuring that the association has the necessary support structures, information technology, administrative support, procurement, and facilities.
    • Promote innovative technology to support our mission.
    • Ensure the Association’s physical environment meets space requirements and is a place that staff and members enjoy coming to and one that encourages collaborative work.
  5. Loan programs – CPCA Ventures
    • Plans, implements and evaluates the program.
    • Serves as liaison to the Capital Impact Partners.

Skills and Abilities Required:

  1. Exemplary budget, financial, bookkeeping, and accounting skills.
  2. Significant supervisory and leadership skills to manage and oversee large teams and recommend strategic direction and influence change.
  3. Proven ability to critically problem-solve, recommend strategic direction, and influence change.
  4. Excellent program and project management skills with an emphasis on delivering high-quality results in a timely manner.
  5. Excellent oral and written presentation skills.
  6. Proficiency in Microsoft Office and web based applications and platforms.
  7. Establish rapport with CPCA membership in business and community settings.

Additional Responsibilities:

  1. Works closely and communicates regularly with executive and senior leadership.
  2. Attends, leads or participates in required Association meetings.
  3. Travel for national and regional meetings, training and site visits by air and ground transportation.
  4. Other duties as assigned.

Education and Experience:

Master’s degree required. CPA preferred. Certified Association Executive (CAE) designation desired. Minimum of ten years of progressive governmental or non-profit fund accounting experience or its equivalent in a senior leadership position. Experience with community health centers, member-driven associations, or non-profit organizations preferred. Relevant experience may be considered in lieu of degree requirement.

Salary: $196,940 + excellent benefits

To Apply: Submit cover letter indicating where you heard about this position, resume, and professional references in MS Word format to jobs@cpca.org or FAX 916-440-8172.

We strive for our workforce to represent California’s diverse population including capabilities, culture, language, experience, and socio-economic background, while also meeting the highest standards and qualifications of our industry.


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