Chief Financial Officer (CFO)

Description

OUR MISSION

Wellness Equity Alliance is a national multidisciplinary health organization that designs and delivers integrated, community-based care for populations most impacted by health inequities. We do this through mobile and field-based models, providing medical care, behavioral health services, substance use treatment, harm reduction, and care coordination in nontraditional settings such as encampments, schools, reentry sites, and rural communities as well as with sovereign tribal nations. Grounded in trauma-informed, culturally responsive, and data-driven practices, WEA combines clinical expertise, lived experience, and advanced population health analytics to reduce barriers to care, improve continuity, and strengthen local systems. We have partnered with more than 60 public agencies, managed care plans, and community-based organizations across the U.S. to implement scalable, sustainable programs that are advancing health equity and improving outcomes for historically marginalized populations.

We are known as Renegades, Rebels, Disruptors and Dreamers. If that sounds like you, we want you on our team.

Purpose of the position

The CFO will serve as a strategic partner to the CEO and Board of Directors, providing financial leadership across a complex, multi-entity, multi-state organization. The CFO will be responsible for the full scope of financial operations, including accounting, reporting, forecasting, compliance, and long-term financial strategy. Critically, this leader will bring deep expertise in healthcare finance — including Medicaid/Medi-Cal, federally qualified health center (FQHC) funding models, grants management, and value-based care — while maintaining an unwavering commitment to our mission.

The ideal candidate brings both technical rigor and a genuine passion for health equity, housing justice, and serving populations experiencing homelessness and other forms of systemic vulnerability.

Key Highlights

• Compensation: The compensation range for this role is $230,000 – $290,000 annually, with final compensation determined based on experience, qualifications, and role scope.
• Work Location & Expectations: This role requires > 50% in person engagement hybrid from our Southern California locations.
• Professional Development: Opportunity to collaborate with cross-functional leaders across Behavioral Health, Medical, Street Medicine, Public Health, Rural Health, and Tribal Health initiatives.

Key Responsibilities

Strategic Leadership & Partnership

• Serve as a trusted strategic advisor to the CEO, Board, and executive leadership team, functioning as a core thought partner on all matters of organizational strategy and sustainability
• Translate the company's mission and growth strategy into actionable financial plans, models, and resource allocation frameworks
• Drive financial decision-making that balances mission impact with sustainable business operations and growth, ensuring long-term organizational viability without compromising service to vulnerable populations
• Partner and collaborate cross-functionally with Development, Operations, Clinical, Technology, and People teams to align financial strategy with programmatic and operational goals
• Implement and optimize financial systems, ERP platforms, and technology infrastructure to support the organization's scale and complexity
• Represent the company's financial story to investors, board members, lenders, and key stakeholders in a compelling, transparent, and mission-aligned manner
• Evaluate and support potential partnerships, mergers, acquisitions, and new market entry aligned with organizational mission and growth strategy
• Lead financial due diligence for expansion into new counties and states
• Maintain current knowledge of the evolving healthcare regulatory landscape, including federal regulations and California-specific agencies (DMHC, DHCS, CDPH), as well as regulations in all other operating regions and states as operations expand

Financial Planning & Analysis (FP&A)

• Own and lead annual budgeting, forecasting, and long-range financial planning processes in collaboration with program and operational leaders
• Build and maintain robust financial models to support strategic decisions, scenario planning, and capital allocation across the organization
• Deliver timely, accurate, and insightful financial reporting and KPI dashboards to the CEO, Board of Directors, Finance Committee, funders, and regulatory agencies
• Identify financial risks, opportunities, and trends to guide proactive, data-driven decision-makin