Chief Financial Officer

The Chief Financial Officer (CFO) is a key member of the Executive Leadership Team responsible for the financial strategy, stewardship, and operational oversight of the organization’s fiscal, technological, and administrative infrastructure. This position ensures accurate financial reporting in compliance with GAAP and relevant regulations, drives strategic financial planning, oversees the revenue cycle, and manages Information Technology and office services. The CFO partners closely with the CEO, Board of Directors, and operational leaders to support organizational sustainability and growth.

Essential Functions :

1. Lead the Finance Department to ensure timely and accurate financial operations in compliance with GAAP and

federal / state regulations.

2. Serve as a strategic advisor and core member of the Executive Management Team.

3. Provide financial leadership in long-term planning, strategic initiatives, and regulatory changes.

4. Advise the CEO and Board on financial implications of strategic decisions, partnerships, and opportunities.

5. Maintain strong internal controls and ensure the integrity of financial systems and reporting.

6. Direct preparation and presentation of financial reports, budgets, and forecasts to internal and external

stakeholders.

7. Oversee annual audit process, ensuring transparency and timely resolution of audit findings.

8. Lead revenue cycle operations including billing and collections while collaborating with Member Services to

optimize cash flow.

9. Manage the IT department to ensure secure, efficient, and scalable technology infrastructure.

10. Oversee vendor relationships and contract performance, ensuring cost-effectiveness and compliance.

11. Foster a culture of continuous improvement and innovation across all supervised departments.

12. Mentor and manage direct reports including Accounting, Revenue Cycle, and IT leadership.

Physical Demands and Work Environment :

The physical demands described here are representative of those that must be met 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 : stand, sit; talk, hear, use hands and fingers to operate a computer and telephone keyboard, reach, stoop and kneel.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required.
• Regular, predictable attendance is required; including business cycle-driven hours as business demands dictate.
• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.

Expected Behaviors :

Consistently exemplifies dedication to Touchstone’s mission and vision. Upholds the organization’s philosophy of care by fostering a positive, compassionate, and collaborative approach in all interactions. Ethics - Conducts business in a manner that adheres to established internal and external guidelines and regulations, and is regarded by others as one who will always "do the right thing." Uses Touchstone’s resources in a prudent manner. Is alert to potential risks, concerns, and violations, taking action to immediately report concerns to a supervisor or appropriate manager.

Universal Core Competencies :

Demonstrates professionalism, approachability, and helpfulness in all interactions. Serves as a positive representative of Touchstone’s mission and values. Understands the needs of both internal and external stakeholders, anticipates future needs, and fosters positive outcomes through responsive and respectful service.

Takes full ownership of responsibilities, outcomes, and performance. Works independently and with diligence to meet deadlines, deliver high-quality results, and mitigate risks. Demonstrates reliability and follow-through in all aspects of work.

Interacts with others with fairness, dignity, and respect. Maintains appropriate personal and professional boundaries, engages in constructive dialogue, and contributes to a work environment that values diversity, equity, and inclusivity.

Actively contributes to team success by listening, sharing ideas, and prioritizing collective goals. Supports team decisions and fosters a collaborative environment that encourages innovation and mutual support.

Communicates clearly, thoughtfully, and effectively both verbally and in writing. Shares relevant information proactively and listens with intention. Uses technology responsibly and in alignment with organizational standards. Encourages two-way feedback to support shared understanding.

Approaches work with enthusiasm, adaptability, and a solution-focused mindset. Leads by example and takes initiative to overcome obstacles and improve processes and services. Demonstrates resilience in the face of challenges.

Actively engages in professional development and training opportunities. Stays current with industry trends and standards. Pursues growth to enhance job performance and contribute to the organization’s success.

SUPERVISOR LEADERSHIP COMEPETENCIES :

Leads with Purpose

Provides direction and support to individuals and teams, aligning their work with the organization's mission, values, and strategic objectives.

Makes timely, well-informed decisions based on sound judgment and organizational priorities. Proactively identifies and resolves challenges with clarity and accountability.

Promotes a professional environment where all employees are treated respectfully and given equal opportunity to succeed. Recognizes and values each team member’s contributions and ensures that hiring, development, and promotion practices are equitable and based on merit.

Adapts to changing circumstances and helps teams remain focused and productive in the face of challenges. Adjusts plans and priorities as needed to maintain effectiveness.

Encourages staff to identify and implement improvements that enhance efficiency, service quality, and job satisfaction. Supports a culture of learning and continuous progress.

Maintains high standards of professionalism, fairness, and accountability. Builds trust through honest communication and consistent actions that reflect the organization’s values.

Manages Performance :

Effectively communicates performance standards and expectations. Delivers timely, constructive feedback on assignments and outcomes to support individual and team development.

Builds and oversees a cross-functional team aligned with organizational goals, staffing needs, and budgetary parameters. Recruits and selects staff based on merit, ensures clear delegation of responsibilities, and monitors progress against defined benchmarks. Provides regular performance evaluations, supports staff development, and takes appropriate corrective action to address performance or conduct concerns.

Understands the organization’s interconnected systems and long-term objectives. Establishes and executes a clear strategic vision that aligns with agency priorities and promotes innovation, collaboration, and adaptability.

Ensures high-quality service delivery by proactively identifying and responding to the needs of both internal and external stakeholders. Fosters a continuous improvement mindset to enhance customer satisfaction and operational effectiveness.

Directs projects and operational initiatives from planning through implementation. Coordinates resources, personnel, and activities to achieve defined goals and outcomes. Ensures services and programs are delivered efficiently, effectively, and in alignment with strategic priorities.

Strategically uses two-way communication to generate enthusiasm and foster an atmosphere receptive to open exchange.

Engages in two-way communication that fosters trust, enthusiasm, and a culture of open exchange. Tailors messages to the audience’s needs, ensuring clarity, relevance, and alignment with organizational goals.

Delivers information effectively across various formats and platforms. Prepares concise, well-structured written materials and verbal presentations with the appropriate level of detail and tone. Encourages dialogue, respects confidentiality, listens actively, and provides constructive, timely feedback.

Proactively identifies and addresses conflict and crisis situations. Approaches disagreements as opportunities for improvement and resolution, taking thoughtful and decisive action to support productive outcomes.

Develops and sustains positive, professional relationships across departments and with external partners. Promotes information sharing, teamwork, and collaboration to advance organizational objectives and support a cohesive work environment.