Finance Director

Primary Objective: The Finance Director is the organization’s senior financial leader, responsible for developing and executing financial strategies that support The Well CDC’s mission and long-term sustainability. This role partners closely with the Executive Director and leadership team to guide strategic decision-making, oversee financial operations, treasury management functions, and ensure strong stewardship of organizational resources across real estate development, social enterprises, and community programs.

RESPONSIBILITIES
I. Financial Management

• a. In close partnership with Executive Director, develop and execute sound financial strategy for The Well
  CDC.
• b. Serve as a strategic advisor on financial implications of program expansion, real estate development,
  and organizational growth.
• c. Assess financial performance and risk, including cash flow, debt structure, and interest rate exposure.
• d. Oversee accounting operations to ensure accurate reporting, grant compliance, debt covenant
  adherence, and timely financial close.
• e. Lead budgeting, forecasting, audit, Form 990, and statutory filings.
• f. Develop and analyze financial models, pro formas, and business plans for real estate developments,
  social enterprises, and new initiatives.
• g. Ensure financial systems and policies, internal controls, benchmarks, and project- and grant-level
  tracking that supports accuracy, transparency, and efficiency.
• h. Communicate financial information clearly and effectively to the Executive Director, Board, Finance
  Committee, funders, and other stakeholders.
• i. Manage health and welfare benefits to ensure comprehensive, competitive, and cost-effective plan
  designs.

II. Grants, Funding, and Compliance

• a. Oversee financial management of grants, contracts, and restricted funding to ensure compliance with
  funder and regulatory requirements.
• b. Support funding applications by providing budgets, financial narratives, and projections.
• c. Actively participate in developing and executing annual fundraising strategy, goals, and initiatives.

III. Organizational Leadership

• a. Work collaboratively with The Well CDC leadership team to advance the organization’s strategic vision
  and goals.
• b. Work closely with the Executive Director and leadership team to support growth across core initiative
  areas: Restoring Housing, Creating Economy, and Supporting Place.
• c. Promote a culture of financial stewardship across the organization.
• d. Maintain strong relationships with banks, funders, auditors, and other financial partners.
• e. Serve as an enthusiastic ambassador for the mission and vision of The Well CDC by engaging with civic and community leaders.

IV. Team Leadership

• a. Lead, mentor, and develop finance staff, fostering a culture of integrity, accountability, and continuous
  improvement.
• b. Oversee work and deliverables of financial consultants, contractors, and vendors.

EDUCATION AND EXPERIENCE

• a. Minimum of 5 years of progressively responsible finance management experience.
• b. Bachelor’s degree in finance, accounting, business, or an equivalent combination of relevant education,
  training and senior-level financial management experience.
• c. Experience working with Boards, finance committees, and senior leadership.
• d. Demonstrated experience with real estate development finance, including project budgeting, pro
  formas, and lender/investor requirements strongly preferred.
• e. Understanding of nonprofit accounting principles and financial reporting required; practical nonprofit
  finance and accounting experience preferred.

SKILLS, COMPETENCIES AND QUALIFICATIONS

• Ability to translate complex financial information into clear, actionable insights for diverse audiences.
• Commitment to community-centered work and collaborative support of program leaders.
• Entrepreneurial mindset with a willingness to innovate, adapt, and grow.
• Strong analytical, organizational, and problem-solving skills.
• High level of integrity, impeccable judgment, and outstanding attention to detail.
• Ability to manage multiple priorities in a growing organization.