Chief Financial Officer
Chief Financial Officer
The Louisiana Public Health Institute is a statewide, non-profit organization that has been promoting the health and well-being of Louisianans since 1997. LPHI is made up of over 100 employees based throughout the State in all nine Louisiana Department of Health (LDH) regions. We accomplish our goals at the local, state, and national levels alongside our over 500 partner organizations, which include communities, community-based organizations, foundations, healthcare systems, academic institutions, government agencies, and a diverse group of additional stakeholders. Our impact is felt across the state as we leverage our staff expertise and skills in all areas of public health. LPHI was named 2021 The Times-Picayune and The New Orleans Advocate Top Workplace and 2021 City Business Best Places to Work. Our mission is to lead and partner with communities to ensure that everyone has fair and just opportunities to be healthy and well. At LPHI, we envision a Louisiana where all people will achieve their full potential for health and wellness.
- Accountability. We take responsibility and ownership of our work and our impact on one another, our partners, and our communities.
- Community-Centered. We model the mantra “Nothing about us without us” in our work that is anchored in communities.
- Creativity. We approach our work with imagination, ingenuity, and calculated risk-taking as a commitment to progressive transformation.
- Equity. We are deeply committed to centering diversity, inclusion, justice, and fairness in all that we do.
- Excellence. We are dedicated to exceeding expectations and are committed to continual improvement through listening, learning, and leadership.
- Partnership & Trust. We build strong, long-lasting, and committed relationships through collaboration and teamwork, the cornerstones of our efforts to advance health and wellness.
Our Focus Areas
- Community health assessment and health improvement planning
- Disaster recovery and rapid response
- Maternal child health and reproductive health
- Mental health and wellness
- Racial justice and health equity
- Research and surveillance registries
- Rural health
- Tobacco prevention and control
What We Do
- Administrative Support and Fiscal Sponsorship. Grants and Contracts Management.
- Analytics and Data Translation. Community and health outcomes research and data governance and health information infrastructure.
- Capacity Building and Technical Assistance. Clinical transformation with community-based organizations, healthcare organizations, and communities.
- Community Action Forums. Convening and building collaboratives.
- Marketing and Communications. We are dedicated to exceeding expectations and are committed to continual improvement through listening, learning, and leadership.
- Monitoring, Evaluation, and Learning. Community and health outcomes research.
- Public Health. Inclusive of addressing social determinants of health.
- Public Policy. Capacity building, relationship building, and network development.
- Thought Leadership and Strategic Development. Strategic advisory services for multisector leaders and coalitions.
Reporting directly to the CEO, as a member of the Senior Leadership Team, the Chief Financial Officer (CFO) will embody dynamic and decisive leadership; and will define and implement infrastructure/systems needed to support the continued growth of LPHI. This role is responsible for all finance and accounting functions of LPHI and its supporting organization while ensuring alignment with LPHI’s strategic plan priorities; and leading business services including directing and aiding leadership in designing, structuring, and operating business services. The CFO will lead and manage the Finance team which includes Director of Finance and Operations, Senior Managers of Finance, Contracts Manager (part-time), Finance Coordinator, and Administrative Assistant. This position is based in the Greater New Orleans area and requires domestic travel of approximately 20%.
Success in this role will be evidenced by meeting or exceeding financial health success metrics related to budgets, grants and contracts as outlined in LPHI’s Strategic Plan Action Plan Year 1 and beyond and ensuring the organizational remains fiscally sound.
- Master’s degree in business administration, accounting, or finance required.
- CPA licensed preferred; CMA licensed preferred.
- 10+ years’ experience in accounting profession or practice at a leadership/supervisory level in a mission-driven environment, preferably a large nonprofit organization
- 10+ years’ in financial management and compliance
- Experienced in business management
- Experienced in non-profit accounting/fund-based accounting, including experience in utilizing fund accounting systems
- Experienced in implementing finance and accounting information technology solutions to support organizational growth along with supporting, coaching, and guiding teams in utilizing IT solutions for data-driven and informed decision making.
- Experienced in business services, strategy, and operation, including business plan/model development, including contract development and management.
- Demonstrated excellence in managing finance, accounting, budgeting, control, and reporting, including:
- Experience in designing, implementing, and monitoring system controls
- Experience in financial reporting, budget variance analysis, and cash management
- Experience in compliance with regulation and accounting guidance/principles
- Experience in preparing/recording financial transactions
- Advanced financial experience in accounting budget planning and financial forecasting
- Advanced expertise in grants and contract administration
Essential Duties and Responsibilities
Lead and execute finance and accounting functions including planning, analysis, budgeting, reporting, and compliance
- Share in overall senior leadership responsibility of advancing LPHI’s strategic plan for the development and implementation of initiatives and addressing critical strategic issues in finance and accounting matters.
- Oversee and support finance team, in collaboration with senior leadership, with goals development, staff management and development, and identification and filling of skills and capacity gaps.
- Oversee long-term budgetary planning and cost management activities in alignment with LPHI’s strategic plan including development of LPHI’s annual operating budget.
- Engage the LPHI board of directors’ finance committee around issues, trends, reporting, audit and other fiscal and/or operational matters.
- Work closely with the Treasurer of the Board to develop and present timely and relevant financial information to the board.
- Perform all required activities in order to close the books on a monthly basis and generate monthly financials for CEO and other stakeholders.
- Provide overall financial management for LPHI’s supporting organization (PATH) and, in partnership with PATH’s Executive Director and Board of Directors, refine and continue to implement the business plan of the organization which will provide for the long-term sustainability of the Health Information Exchange run by PATH.
- Ensure strict compliance to all terms and condition as stipulated in the diverse and varied awards agreements for the project under LPHI’s administration.
- Develop the annual indirect cost rate proposal and submit to the Division of Cost Allocation.
- Responsible for capturing, documenting, and recording of all financial activity to the organization’s general ledger accounting system in accordance with Generally Accepted Accounting Principles (GAAP)
- Lead the preparation and approval process for all financial reporting and metrics; prepare and communicate monthly and annual financial statements; including maintaining all financial schedules, including schedules of receivables, payables, deferred revenue and others as required.
- Maintain appropriate insurance coverage to support the day-to-day organizational operations including General Liability, Directors &Officers Liability, ERISA coverage, and CyberSecurity.
- Manage cash flow and forecasting; direct all financial, project-based, and portfolio accounting.
- Act as Administrator of LPHI’s 401k retirement plan.
- Lead and oversee the financial statement audit, benefit plan audit, and the preparation of applicable tax filing forms such as Form 990 (annual non-profit tax return) and Form 5500 (annual benefit plan financial reporting form); annual Form 1099 reporting
- Develop, review and maintain all finance and accounting processes and procedures which assure the effective and efficient processing of information, and which provide for the safeguarding of the organization’s assets.
- Review all current and future finance related systems, procedures, and processes and provide recommendations for continuous quality improvement.
- Foster a culture of accountability and excellence amongst finance team and across all LPHI teams that is in alignment with LPHI’s strategic plan, mission, vision and values.
Lead business strategy and services including directing and aiding leadership in designing, structuring, and operating business services
- Oversee business initiatives/operations to further organizational opportunities and advise LPHI Leadership of known/potential barriers for and risks to the organization.
- Lead and oversee business development activities across the organization, including long-term sustainability planning and processes that bring new funding, programs, and partnerships into the organization.
- Assure appropriate business infrastructure to support the development and delivery of our growing “fee for service” portfolio of work including leading and development of business service pricing/rate scales to support these engagements.
- Oversee business activities to direct and monitor compliance with applicable Internal Revenue Code guidance/regulation for the purpose of assuring LPHI’s tax-exempt status.
- Direct and guide leadership, managers, and staff in the practice of business service policies and procedures.
- Advise Senior Leadership in sustainability planning and in resolving strategic business issues.
- Lead, develop, and oversee effective internal control policy and procedure for the operation and delivery of business services.
- Lead and develop all contract templates of the organization.
- Lead, develop, and oversee internal pricing/budgeting tools used for business development operations across the organization.
- Lead, develop, and oversee metrics in measuring business service performance for meeting strategic plan priorities and goals.
- Oversee, support and advise LPHI Leadership in day-to-day business service operations.
Qualified Candidates will possess the following Knowledge, Skills and Abilities
- Care deeply and is committed to LPHI’s Strategic Plan Priorities, Mission, Vision and Values with ability to demonstrate LPHI’s core competencies.
- Direct experience or familiarity with governmental grants/contracts as well as award agreements from private philanthropy.
- Advanced knowledge in Microsoft Office and accounting systems and software, such as Word, Excel, PowerPoint, Outlook, Abila/Sage/MIP Fund Accounting (non-profit accounting software)/NetSuite, etc.
- Strong knowledge of industry standards and regulatory requirements.
- Experience in a fast-paced, entrepreneurial, mission-driven environment; flexibility with an ability to maneuver effectively in the face of uncertainty and transition.
- Excellent presentation skills and ability to deliver complex financial information to non-financial personnel in a manner that is appropriate and easily understandable.
- Strong interpersonal skills and ability to work collaboratively and effectively on a team and with internal and external stakeholders and diverse partners.
- Ability to work and manage effectively in a matrix environment including working with teams and teams of teams in order to extrapolate plans and create results through critical thinking and exercising sound judgment.
- Ability to think from a “systems” perspective; understanding the interrelatedness of components within systems and finding synergies and appropriate connections which drive change and improve the whole.
- General knowledge and familiarity with political and budget contexts at the federal, state, and local levels.
- Excellent organizational skills and attention to detail; ability to manage multiple priorities effectively and efficiently while regularly meeting deadlines.
- Strong emotional intelligence skills, including interpersonal skills and experience working with individuals and groups from diverse backgrounds.
- Demonstrated learning orientation.
- Ability to champion and manage change.
- Demonstrated ability to deliver with excellent quality and impact.
- Ability to model and inspire authentic leadership; and coach, manage and develop team members.
- Minimum starting salary of $140,000.00 dependent on education and experience.
- A competitive benefits package is offered to all LPHI full-time staff.
Equal Opportunity Employer