Chief Financial Officer & Operating Officer Greater San Jose, CA Area

Description

The Chief Financial Officer and Operating Officer (CFO/COO) serves as a primary strategic co-pilot to the Chief Executive Officer and Board of Directors, ensuring financial vitality, operational excellence, organizational scaling, regulatory compliance, and mission alignment for CityTeam Ministries. Operating across 3 states and 30 distinct locations, the CFO/COO provides end-to-end executive leadership spanning financial planning & analysis (FP&A), internal and external financial reporting, enterprise analytics, business operations, human resources, IT infrastructure, donation processing, multi-state risk management, legal oversight, and regional compliance governance.

As a core spiritual and executive leader within CityTeam Ministries, the CFO/COO must possess a mature, active personal Christian faith and whole-heartedly align with CityTeam’s Statement of Faith, mission, vision, and core values. Beyond technical and operational expertise, this executive offers spiritual leadership, helps integrate faith into strategic decision-making and organizational culture, and models a deep ministry heart for serving vulnerable populations experiencing homelessness, poverty, and addiction.

The CFO/COO will serve as a core driver of long-term strategic planning, organizational metrics, operational performance, and executive leadership. While day-to-day accounting functions are led by the Controller, this role demands a visionary operational and financial executive who can translate data into strategic action, optimize business operations, act as a chief thought partner to the CEO, and step into broad organizational leadership responsibilities as needed.

Key Responsibilities1. Faith Integration & Spiritual Leadership

Statement of Faith & Mission Alignment: Model an active, personal Christian faith and champion CityTeam’s Statement of Faith, vision, and core values across all operating entities and regional teams.

Spiritual Leadership & Culture: Provide spiritual leadership to direct reports and staff; actively participate in and lead organizational devotions, prayer, and ministry gatherings.

Faith-Driven Strategy: Ensure that organizational growth, resource allocation, and operational practices reflect biblical principles of stewardship, integrity, grace, and compassion for vulnerable populations.

1. Strategic Business Planning, FP&A & Analytics

Strategic Planning & Business Strategy: Partner with the CEO and Executive Team to articulate, model, and execute the organization’s long-term strategic plans and growth initiatives across all operating regions.

Financial Planning & Analysis (FP&A): Lead comprehensive multi-year financial forecasting, scenario planning, capital investment modeling, and resource allocation strategies to support dynamic, multi-site operational decision-making.

Business Intelligence & Metrics: Establish enterprise-wide key performance indicators (KPIs), operational dashboards, and analytics frameworks to measure program efficiency, unit economics, site performance, and mission impact across all locations.

CEO & Board Strategic Advisory: Serve as the chief strategic resource to the CEO and Board of Directors, providing actionable data, trade-off analyses, expansion feasibility studies, and operational insights to guide high-level decision-making.

1. Executive Operational Leadership & Strategy

Cross-Functional Operations Management: Provide strategic leadership across core administrative, operational, program management, and business functions, fostering organizational alignment, operational synergy, and functional excellence across all 3 states.

Facility Operations, Real Estate & Infrastructure: Provide strategic oversight for the organization’s real estate portfolio, physical infrastructure, vendor partnerships, and capital expenditure projects across all locations, ensuring facilities are optimized, compliant, and aligned with growth plans.

Administrative Systems & Process Optimization: Drive operational efficiency by modernizing administrative workflows, institutionalizing scalable business processes, and improving inter-departmental collaboration.

IT Architecture & Data Security: Direct external IT Managed Service Providers (MSPs) and internal technology initiatives to ensure secure, scalable infrastructure, robust data architecture, business continuity, and tech-enabled operational efficiency.

1. Human Capital & Multi-State HR Strategy

Executive HR Guidance & Workforce Strategy: Provide strategic direction to the Director of HR on talent management, organizational design, succession planning, workforce modeling, and compensation/total rewards strategies across multi-state operations.

Labor Compliance & Employee Relations: Oversee compliance strategies related to state and local employment laws across all operating jurisdictions, partnering on high-level personnel matters and organizational health.

Culture & Mission Alignment: Model executive leadership that reinforces organization-wide values, fosters operational integration, and strengthens a faith-honoring staff culture across all regional teams.

1. Financial Governance & Treasury (Strategic Oversight)

Financial Oversight & Governance: Provide overarching governance and strategic guidance to the Controller, ensuring financial integrity, audit excellence, and compliance with non-profit GAAP without managing day-to-day transaction processing.

Treasury & Investment Management: Oversee liquidity, enterprise cash flow strategy, investment portfolio allocation, and executive banking relationships.

Audit, Tax & Multi-State Compliance: Direct external audit processes and ensure multi-state tax compliance (Form 990, state filings, property tax exemptions) in coordination with the Controller.

1. Risk Management, Governance & Legal Affairs

Enterprise Risk Management (ERM): Develop and execute a comprehensive ERM framework covering multi-state operational, legal, facility, data, reputational, and financial risks.

Insurance Portfolio Management: Oversee annual policy renewals, risk evaluations, and claims management across Property, Casualty, D&O, General Liability, Cyber, and Employment Practices lines.

Legal & Corporate Governance: Lead engagement with legal counsel, oversee major corporate contract negotiations, review multi-state site leases, and ensure institutional governance standards are maintained across all operating entities.

PLEASE NOTE: To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Required Education and Experience

Bachelor’s Degree in Finance, Accounting, Business Administration, or related field required.

12+ years of progressive financial and operational leadership, with at least 5–7 years in an executive officer capacity (CFO or COO), managing multi-site non-profit or commercial entities.

7-year minimum managerial accounting and financial management experience

Deep knowledge of Finance functions (accounting, budgets, financial planning, etc.)

FP&A & Strategic Analytics Capabilities: Advanced expertise in corporate finance, financial modeling, business intelligence, forward-looking KPI implementation, data analytics, and driving strategy through operational metrics.

Broad Operational Management: Demonstrated track record of leading cross-functional operational teams (Finance, Donation Processing, HR, IT, Facilities, Administration, FP&A, Legal/Risk) across geographically dispersed locations.

Strategic & General Management Mindset: Strong general management acumen with the strategic vision, executive presence, and enterprise perspective required to collaborate with the CEO on top-tier organizational direction and governance.

Multi-State Regulatory & Compliance Expertise: Deep understanding of multi-state non-profit governance, site licensing, municipal regulations, labor laws, and risk management across multiple jurisdictions.

Communication & Executive Presence: Exceptional capability to present complex financial, operational, and strategic data to Board members, community stakeholders, and internal executive leadership.

Spiritual Leadership Capabilities: Willingness and capability to offer spiritual encouragement, lead devotions/prayer, and weave faith-based values into executive decision-making and organizational culture.

Ministry Heart: Demonstrated passion for ministering to vulnerable populations, including individuals experiencing homelessness, poverty, addiction, or housing insecurity.

Proficiency with Salesforce or another CRM

Professional written and spoken communication skills

Must have demonstrated people management and interpersonal communication skills, be able to handle conflict resolution, and have a keen desire to serve others

Business acumen and comfort with utilizing metrics

Proficiency with Microsoft Office Suite, especially Word and Excel Spreadsheets

Proficiency with Google Suite, especially Google Docs

Valid CA Driver’s License with a clean record

Preferred Education and Experience

CPA, CMA, or MBA

Executive management experience

Experience presenting to and engaging with small and large groups of people

Experience in non-profit industry

Experience in a church or religious organization

Familiarity with Cityteam, addiction, and homelessness

Physical Demands

Stand or sit for prolonged amounts of time

Walk, bend, twist, & kneel

Walk up and down stairs

Drive

Talk and hear

Finger and hand dexterity to operate computer and office equipment

Specific vision abilities required by this job include close, distance, and the ability to adjust focus

Work Conditions

This job typically operates in a professional office environment

This role will occasionally travel to remote locations and meet in a variety of venues.

Days and hours of work will be typical business hours with occasional evenings and weekends.

Additional Eligibility Qualifications for CityTeam Ministries

Must have an intimate, personal relationship with Jesus Christ

Must be active in a local Christian body of believers or at least pursuing community with other Christ-followers

Must have compatible theology on major issues of CityTeam's Statement of Faith

Must be committed to serving God and the body of Christ

Please note this job description is not designed to cover or contain a comprehensive listing of all possible duties, activities, or responsibilities. These requirements may change at any time.