Chief Financial Officer

Organization Overview

For more than 70 years, Wesley Woods has built a strong reputation for delivering exceptional retirement living and innovative services. Guided by our mission—to create communities of connection, wellbeing, and promise—we are a faith-based, mission-driven nonprofit organization.

We manage ten communities across eight locations in North Georgia, serving over 1,800 older adults. Our portfolio includes:

• Five rent-supported communities through the Department of Housing and Urban Development (HUD)

• Three Continuing Care Retirement Communities (CCRCs)

• One Fee Simple Home community

• One conventional market-rate community

To support this mission, the Wesley Woods Foundation raises essential philanthropic resources.

Our corporate office is located in Atlanta, Georgia, with communities in Atlanta, Athens, Augusta, Blairsville, Newnan, and Roswell.

Position Summary

Reporting directly to the Chief Executive Officer of Wesley Woods Senior Living, Inc. (WWSL), the Chief Financial Officer (CFO) plays a critical leadership role in advancing the mission of the organization. The CFO partners with the CEO, executive leadership, and the Board of Directors to oversee all financial, administrative, and risk management operations.

As a corporate officer appointed by the Board, the CFO also serves as Secretary/Treasurer for WWSL and its affiliated entities and acts as a non-voting board member for each affiliate.

Key Responsibilities

Leadership

1. Serve as a financial advisor to internal leadership and external property owners managed by Wesley Woods.

2. Embrace and foster the organization’s faith-based, mission-driven culture to support long-term financial health and strategic goals.

3. Provide financial and strategic guidance to the CEO, executive team, and Board of Directors.

4. Act as Secretary/Treasurer for all Wesley Woods boards and participate in board and committee meetings.

Operations

1. Lead treasury, financing, and accounting activities across all managed entities.

2. Oversee internal and external financial reporting functions.

3. Direct the annual budgeting and planning process.

4. Supervise the Financial Services Department and maintain strong accounting systems and internal controls.

5. Manage independent financial audits for all entities in collaboration with Audit Committees.

6. Ensure timely and accurate submission of income tax and information returns for WWSL and affiliates.

7. Recruit, develop, and lead high-performing finance staff, establishing clear performance objectives and accountability structures.

Risk Management

1. Maintain strong internal controls and ensure financial practices comply with federal, state, and local regulations.

2. Oversee compliance with payroll tax requirements.

3. Ensure adherence to bond covenants, HUD financing guidelines, and IRS 501(c)(3) regulations.

4. Serve as liaison with financial regulatory agencies for all managed properties.

5. As Corporate Secretary, maintain accurate and legally compliant records, oversee timely filings, and ensure secure and accessible document storage.

Communication

1. Represent Wesley Woods in relationships with community partners, faith organizations, government agencies, and professional associations.

2. Maintain a visible presence throughout the organization to gather insight and foster collaboration.

3. Cultivate and manage strategic partnerships.

4. Build strong interpersonal relationships across all levels of the organization.

5. Support the CEO in preparing reports and materials for the WWSL and Foundation boards; participate in board committees as assigned.

Core Competencies

• Financial Management

• Strategic Thinking

• Business Acumen

• Ethical Conduct

• Communication Proficiency

• Leadership

• Performance Management

• Personal Credibility

• Problem Solving and Analysis

• Technical Expertise

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required

• CPA, CMA, MBA, or other advanced degrees/certifications strongly preferred

• Minimum of 10 years of progressive experience in executive-level financial or accounting management

• Exceptional oral and written communication skills

• Proven ability to lead and succeed within a complex, multi-entity organization

• Experience in the nonprofit sector highly desirable

• Experience in financial audit and compliance processes preferred

• Familiarity with HUD financing and tax-exempt bond financing is a strong asset

Working Conditions

Environment:
This position operates primarily in a professional office setting. The role routinely utilizes standard office equipment such as computers, telephones, copiers, filing systems, and fax machines.

Physical Demands:
The role is largely sedentary but includes activities such as filing, which may involve lifting files, opening file drawers, bending, and standing as needed.

Travel Requirements:
Up to 25% travel may be required to support organizational needs and attend meetings at community locations across North Georgia.

Equal Employment Opportunity (EEO) Statement

Wesley Woods is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran/reserve/national guard status.

Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this role. They are not to be construed as an exhaustive list of all duties, responsibilities, or skills required. Employees may perform other duties as assigned based on departmental or organizational needs.