Chief Financial Officer

Location: This position is based in Santa Fe, NM, and the Foundation does not offer relocation assistance. Preference will be given to candidates who reside in or are able to commute to the region.

Organization: Anchorum Health Foundation

Reporting to: Chief Executive Officer (CEO)

Job Description: The Chief Financial Officer (CFO) is a critical member of the senior executive team, responsible for comprehensive financial oversight and compliance for the Anchorum Health Foundation. The CFO leads strategic financial management, real estate and investment portfolio oversight, audit and risk management, and treasury functions. This includes leading the organization’s nonprofit tax preparation, financial reporting, compliance with federal and state regulations, and supporting strategic financial planning. The CFO ensures the integrity and transparency of the foundation’s financial systems and reporting, enabling long-term financial sustainability and mission-driven growth. 
This individual also plays a key role in advancing the Foundation’s long-term community strategy and mission to become a high-impact regional health foundation.  

Responsibilities:

Financial Reporting, Non-Profit Tax Prep & Compliance 

• Lead all aspects of financial operations, including planning, budgeting, consolidations, and reporting for the health foundation and its almost two dozen affiliates. 
• Ensure regulatory compliance and accurate financial reporting in accordance with GAAP and IRS nonprofit requirements. 
• Manage financial audits and coordinate with external auditors. 
• Lead the preparation and filing of IRS Form 990, state charitable filings, and other regulatory tax submissions. 
• Ensure compliance with GAAP, IRS rules for tax-exempt organizations, and federal/state nonprofit regulations. 
• Develop and oversee internal controls, financial policies, and reporting systems to ensure accurate and timely financial information. 

Real Estate & Investment Portfolio Management 

• Oversee the Foundation’s multiple real estate holdings, ensuring alignment with strategic and community impact goals. 
• Direct the management of the Foundation’s Impact Investment Portfolio, working closely with investments across the region. 
• Lead the investigation and evaluation of new impact and real estate investment opportunities and monitor performance to ensure alignment with mission and risk tolerance. 
• Support the CEO as the organizational lead for the market rate investment portfolio and staff lead to the Foundation’s outside investment consultants.  

Audit, Internal Controls, & Risk Management 

• Establish and maintain robust internal controls to safeguard the Foundation’s assets. 
• Lead the audit process and ensure timely and effective resolution of audit findings. 
• Oversee enterprise risk management strategies and frameworks. 
• Ensure adequate coverage of insurance policies for Anchorum Health Foundation and its almost two dozen affiliates. 

Treasury Management 

• Direct banking relationships and treasury operations. 
• Optimize the Foundation’s capital structure and liquidity management. 
• Monitor and manage financial risks including interest rate, credit, and operational risks. 

Strategic & Organizational Leadership 

• Collaborate with the CEO and executive team to advance the Foundation’s long-term strategic goals. 
• Provide financial insights and leadership to support innovative and impactful community health initiatives. 
• Champion the Foundation’s vision and values in all financial practices and decisions. 

Team Leadership & Development 

• Lead and mentor finance and accounting team. 
• Promote a culture of excellence, collaboration, accountability, and continuous improvement within the financial function. 
• Educate foundation staff on financial, investment, and regulatory financial issues (including the present and future nonprofit status of the Foundation). 

Stakeholder Engagement 

• Serve as liaison to outsourced legal and investment advisors. 
• Present financial reports and strategy to the Board of Directors and related committees.  Supports and participates in Finance and Investment Committees. 
• Build and maintain strong relationships with key stakeholders and partners. 

Qualifications & Experience:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required; MBA or CPA preferred. 
• Minimum of 10 years of senior financial leadership experience, ideally within nonprofit, healthcare, real estate, or philanthropic sectors. 
• Preference will be given to candidates who have financial expertise and management experience in both public charities and private foundations. 
• Deep expertise in financial compliance, real estate, investment portfolio management, and risk oversight. 
• Demonstrated success in advancing strategic organizational goals through financial leadership. 
• Exceptional communication, analytical, and leadership skills. 

Compensation & Benefits: The salary range for this executive-level position is competitive and commensurate with experience. 

To Apply: Please email a resume and letter of interest to [email protected] by 5pm MT on May 6, 2025. Only applications submitted via [email protected] will be reviewed. Please do not apply through other channels. 

About Anchorum:

Join the Anchorum team! Anchorum Health Foundation is dedicated to improving the conditions that have the greatest influence on the health of communities and people in our region. We are committing our resources to strengthening community-based partners tackling critical local issues. Anchorum is proud to offer employees a comprehensive benefits package that is focused on their physical, mental, and financial well-being

Note: Research shows that women and people of color may be less likely to pursue opportunities unless they meet every listed qualification. At Anchorum Health Foundation, we are committed to building a diverse and inclusive team and recognize that strong candidates come from a wide range of backgrounds. We value individuals with varied experiences, perspectives, and skills, and will consider an equivalent combination of knowledge, education, and experience in meeting the qualifications for a role.