Chief Financial Officer & Chief Operating Officer

Waverly Heights • Gladwyne, PA

16h • Onsite

About The Position

The Chief Financial Officer/Chief Operating Officer (CFO/COO) is a senior executive leader responsible for the overall financial stewardship, risk management and operational performance of Waverly Senior Services, Waverly Heights, and Waverly Care Associates. This role provides strategic and hands-on leadership for financial planning, budgeting, forecasting, reporting, cash management, internal controls, and long-range financial sustainability. In addition, the CFO/COO oversees key non-clinical operational areas to ensure efficient daily operations, regulatory compliance, service excellence, and alignment with the organization's mission, values, and strategic priorities. The CFO/COO serves as a key member of the executive leadership team.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Healthcare Administration, or a related field required.
• Minimum of seven to ten years of progressive executive leadership experience in finance, operations, or senior living, healthcare, hospitality, or a related service environment required.
• Demonstrated expertise in financial planning and analysis, budgeting, audit preparation, internal controls, and strategic decision support.
• Knowledge of applicable federal, state, and local regulations affecting financial operations, life safety, environmental services, food service operations, and information systems.
• Excellent written, verbal, analytical, organizational, presentation, and interpersonal communication skills.
• Ability to interpret financial and operational data, identify trends, and make sound recommendations that support both mission and margin.
• Demonstrated commitment to customer service, resident satisfaction, professionalism, confidentiality, and ethical leadership.

Nice To Haves

• Master's degree in Business Administration, Healthcare Administration, Finance, or a related field strongly preferred.
• Certified Public Accountant (CPA) designation preferred.

Responsibilities

• Provide executive leadership for the organization's overall financial strategy, financial health, operational excellence, and long-term fiscal sustainability.
• Develops and maintains relationships with external auditors, bankers, and other organizational partners.
• Oversees the community's various insurance programs including risk retention groups and captive worker's compensation coverage. Is responsible for annual renewals, negotiations and completion of required applications.
• Facilitates processing of claims as the main liaison between Waverly and the insurance partners.
• Represents the organization through conference participation, professional association engagement and leadership, speaking opportunities, and industry engagement that supports reputation, partnership development, and sector influence.
• Direct all aspects of financial management, including budgeting, forecasting, accounting, financial reporting, audits, investments, reimbursement oversight, accounts payable/receivable oversight, and cash flow management.
• Develop, monitor, and analyze key financial and operational performance indicators and recommend strategies to improve efficiency, margin, and service delivery.
• Ensure the integrity of financial systems, internal controls, and reporting practices in accordance with generally accepted accounting principles, organizational policies, and applicable regulatory requirements.
• Partner with President/CEO and executive leadership team to develop strategic plans, capital plans, and annual operating budgets that support organizational goals.
• Prepare and present financial analyses, reports, and recommendations to executive leadership, committees, and the Board as requested.
• Provide strategic and operational leadership across multiple service areas to ensure effective planning, strong performance, regulatory compliance, and alignment with organizational goals.
• Direct day-to-day operations with a focus on quality, safety, efficiency, resource management, and responsive support of the organization's overall needs.
• Coordinate budgets, vendors, projects, and team collaboration to maintain reliable services, support continuous improvement, and promote a high standard of service delivery.
• Support operational leaders in establishing goals, monitoring outcomes, and implementing process improvements that enhance quality, service, and efficiency.
• Promote collaboration across departments to ensure operational decisions align with financial goals, resident experience expectations, and organizational priorities.
• Review contracts, capital purchases, and major operational expenditures and provide recommendations that balance quality, cost, and risk.
• Lead or support organizational initiatives related to growth, operational excellence, risk management, and continuous improvement.
• Serve as an administrative leader during emergencies, operational disruptions, and other situations requiring executive decision-making and coordination.

Benefits

• 100% employer paid Medical Insurance
• 100% employer paid Dental Insurance
• 100% employer paid Life Insurance and Long-Term Disability
• Educational Assistance including Student Loan Assistance, Tuition Assistance and Scholarships
• Generous non-matching 401(k) contributions annually to help save for retirement

What This Job Offers

• Job Type: Full-time
• Career Level: Executive