Description
Institute on Aging (IOA), based in San Francisco, is one of California’s largest community-based nonprofit organizations dedicated to providing comprehensive health, social, and psychological services for aging adults and individuals with disabilities. IOA is seeking a collaborative, strategic, and mission-driven leader to serve as its next Chief Financial Officer (CFO).
Founded in 1985, IOA employs more than 1,100 team members and operates with annual revenues of $115M with a net income of $4M plus. Reporting directly to the IOA's CEO (J. Thomas Briody), the CFO will lead all finance and accounting functions, support the organization's strategic and operational objectives, and ensure alignment with IOA's mission, vision, and values. IOA's CFO will also oversee the development of provider capitation and fee-for-service rates for various service categories and payment models.
The CFO will serve as a highly visible and trusted financial advisor to the CEO, IOA's leadership team, and Board. This leader will bring strong integrity, strategic insight, and a mission-first mindset to all finance and accounting matters. They will balance financial sustainability with mission-aligned service delivery, developing a deep understanding of each division’s regulatory and operational landscape to ensure thoughtful resource allocation that supports the unique needs of older adults. The ideal candidate will demonstrate strong executive presence, the ability to build trust quickly, and a commitment to coaching, mentoring, and cultivating a culture of accountability. The CFO will respectfully build on the organization’s long-standing practices while identifying opportunities to enhance innovation, operational efficiency, and sustainable growth.
The successful candidate will also have experience in organizations that have experienced growth through mergers, acquisitions, and program and service line development. Experience evaluating strategic affiliations, financial modeling, and pro-forma analysis is key for this new leader. The new CFO will ensure that IOA has the capital required to maintain and expand its assets. They will strengthen decision-support capabilities and identify opportunities to enhance financial systems, analytics, and forecasting tools that will enable data-driven decision-making. Additionally, the CFO will develop strong Board relationships and represent IOA with key external constituents, such as auditors, financial advisors, and payers.
Because this role is primarily office-based, candidates must reside in or be willing to relocate to the San Francisco Bay Area.
WittKieffer is assisting IOA with this search. Applications, nominations, and inquiries are invited. For fullest consideration, candidates should provide a resumé and a letter of interest as two separate documents. Applications should be submitted via email to WittKieffer consultants Lisa DeSimone Arthur and Stephanie Ikediobi at sikediobi@wittkieffer.com.
Expected Salary Range: $350,000 – $400,000, plus 20-25% performance incentive
