WHO WE ARE

HomeRise believes that a home has the power to stabilize a person’s life. Built on a simple-but powerful idea called supportive housing, we provide people experiencing homelessness with a place to call home combined with support services, like mental health services and job training, so they can rise up and transform their lives. We organize our residents and supporters to advocate for local and state policies, like affordable housing, to help people still on the streets or at risk of homelessness. Together, we’re building a new future for our neighborhoods and the city we love.

POSITION OVERVIEW

HomeRise seeks a dynamic, visionary, and highly competent Chief Financial Officer (CFO) to lead the financial strategy and fiscal health of this complex nonprofit environment. Reporting to the Chief Executive Officer, the CFO is a key member of HomeRise’s Executive Team, providing leadership and guidance to the organization on strategic financial planning, risk management, regulatory compliance, budgeting, and resource allocation issues. The CFO will oversee all Financial and Accounting activities of HomeRise and its affiliates, Information Technology, and Asset Management.

As a thought partner and strategic ally to the new CEO, the candidate will have the opportunity to be an agent of change in driving significant improvements while lending structure and stability to a fast-paced environment. Beyond excellent financial acumen, HomeRise is looking for someone who is self-driven, collaborative, solution-oriented, and genuinely excited to be an integral member of revitalizing the organization.

KEY RESPONSIBILITIES

Financial Management

• Oversee all financial and accounting activity of HomeRise and its affiliates and Information Technology, including the development and implementation of financial policies, procedures, and controls. 
• Manage HomeRise’s accounting staff and consultants in completing all accounting tasks, ensuring accuracy and compliance with regulatory requirements.
• Create accompanying performance analysis and commentary on monthly financial statements, advise and support Directors on financial concerns related to their departments or programs.
• Lead annual agency budget development and revisions and monitor budget compliance, oversee the development of general fund, building operations and development budgets.
• Analyze financial results and prepare monthly reports for the Chief Executive Officer and quarterly reports for the Board of Directors.
• Ensure compliance with all HomeRise financial performance requirements.
• Oversee the financial performance of housing managed by HomeRise.
  
  

Budgeting, Planning, and Policy Development

• Assume financial leadership roles in developing corporate strategy and business plans, and work closely with Executive Team members on departmental levels.
• Create financial forecasts, models, or analyses as needed or required to support both short-term decision-making and longer-term strategic planning.
• Play financial leadership roles in corporate policy development.
• Work closely with the Board of Directors, Finance, and Audit Committees.

Risk Management, Treasury, and Cash Flow

• Oversee cash & investments to balance risk, return, and liquidity appropriately.
• Manage all internal and external audits.
• Responsible for managing general HomeRise service contracts.
• With other senior managers, represent the company to financial partners including financial institutions, investors, foundation executives, public officials, and others.

Asset Management

• Oversee HomeRise’s Asset Management Department consultants and employees.
• Responsible for developing, updating and implementing HomeRise’s strategic asset management plan.
• Provide leadership for all financial aspects of HomeRise’s real estate portfolio of 17 affordable housing sites.
• Conduct ongoing assessments of operating reserve funding, maintenance needs and regulatory compliance.

Technology Management

• Ensure high-level functioning of HomeRise’s YARDI software systems, including: expanding eLearning and overall system capabilities as needed.
• Provide oversight of and upgrades to the financial software component of YARDI.
• Set up and administration of YARDI software systems to ensure adequate infrastructure.
• Oversee Information Technology function and sub-contracted service

Miscellaneous

• Participate in the Executive Team, Leadership Team and Board of Directors meetings.
• Serve as the staff liaison for the Finance and Audit committees of the Board of Directors.
• Provide overall leadership in the ongoing management and future development of HomeRise.
• Other duties as assigned by the Chief Executive Officer.

QUALIFICATIONS

Competencies

• Minimum of 10 years of experience managing accounting departments and consolidating multiple locations, complex cash flow management, process improvement, and managing independent audits, grant accounting and compliance. 
• Strongly preferred experience:
  • Non-profit accounting 
  • Section 8, Low Income Tax Credit and Affordable Housing 
  • Property management & YARDI software 
  • Grant and Compliance Management
• Ability to combine strategic, policy, and planning perspectives with attention to details, internal controls and other concerns.
• Excellent computer skills include general ledger software, word processing, spreadsheets, databases, and a working knowledge of existing and emerging information technology.
• Experience in managing the IT infrastructure organization-wide.
• High level of organization and proven ability to complete complex tasks and meet deadlines.
• Excellent communication skills, both verbal and written.
• Effective delegation skills.
• Effective mentoring and training of all levels in the accounting department.
• Ability to work within a very diverse workplace and environment.
• Able to demystify the organization’s finances.

Attributes

• High emotional intelligence (“EQ”)
• Growth mindset and flexible
• Highly team-oriented and collaborative
• Effective communicator and trainer 
• Willing to perform duties at all levels, as needed.  
• Non-hierarchical approach

BENEFITS

HomeRise provides an excellent comprehensive benefits package including: 100% employer paid employee healthcare options (Kaiser or Sutter), dental, vision, life & disability insurance; FSA childcare, medical and commuter benefits options; 403(b) retirement investment opportunity with employer match; Employee Assistance Program; paid on-the-job training, career advancement within a growing organization and professional development opportunities with an annual Education Benefit that includes paid time off. We also include PTO (Director level accrual rate with an additional 5 days per year); 14 paid holidays with one floating day for your birthday and of course sick time accrual. Other advantages working for us are: Employee Referral Program, our HERO Award recognizing outstanding performance in the line of duty, sabbatical leave after 5 years of service.

POSITION DETAILS

• Location: Administrative Office, 251 Post Street, Suite 200, San Francisco, CA
• Status: Full-Time / Exempt
• Work Schedule: Generally, Monday – Friday 9 AM – 5 PM
• Reports to: Chief Executive Officer

PHYSICAL DEMANDS & WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at their desk for a long period, use hands to finger for computer keyboard input, handle, or feel objects, tools, or controls; and reach with hands and arms. 

The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk up and down stairs, climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Mobility to use standard office equipment, including computer vision to read printed materials, and a computer screen, and hearing and speech to communicate in person and over the telephone. 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. There are no unusual environmental conditions. Typically, the noise level in the work environment is usually moderately noisy. 

TO APPLY

Please send your resume and cover letter to Stacy Nelson & Associates-Leadership Search Partners at www.stacynelsonassociates.com by March 17th 2023. In addition to your resume, please submit a cover letter explaining why this opportunity and HomeRise’s mission interest you. Please briefly share highlights of your experiences that specifically apply to the key responsibilities outlined in the job description. 

EQUAL OPPORTUNITY EMPLOYER

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. HomeRise is an Equal Opportunity Employer without regard to people formerly experiencing homelessness, race, color, creed, gender, gender expression, gender identity, religion, marital status, registered domestic partner status, sex (includes pregnancy, childbirth, breast feeding, and related medical conditions), sexual orientation, age, veteran status, national origin or ancestry, political affiliation, physical or mental disability, medical condition including genetic characteristics, or any other consideration made unlawful by federal, state, or local laws. HomeRise hiring policies require a background check for all applicants working directly with at-risk populations.