Ethos · 17 hours ago
Chief Financial Strategy Officer - Non profit
Jamaica Plain, MA
Full-time
Hybrid
Lead/Staff, Director/Executive
$160K/yr - $180K/yr
5+ years expEthos is a private, non-profit organization dedicated to promoting independence and well-being among the elderly and disabled. They are seeking a Chief Financial Strategy Officer to oversee the fiscal department, ensuring financial sustainability and growth while aligning financial practices with the organization's mission.
FinanceFinancial ServicesFinTechInsuranceInsurTechLife Insurance
No H1B
Responsibilities
Develop and maintain financial records, policies and procedures of the agency
Directly supervise the Fiscal Director who supervises all staff in the Fiscal Department. Provide coaching and mentorship to the Fiscal Director to ensure the financial health of the organization
Develops annual operating budget by department, along with members of the Senior Leadership Team. Obtains full Board approval of the budget. Works with leadership to ensure that income exceeds expenses for all departments/programs
Explore alternative funding streams for the organization with the goal of financial solvency
Ensure members of leadership are trained in understanding the organization’s financial picture and that of their own departments
Ensure the implementation of the Strategic Plan in areas relating to the financial health of the organization
Working with the Chief Executive Officer or his/her designee; prepare grants and contracts in accordance with state, city, or local guidelines in an accurate and timely manner
Monitor the expenditure in all grants and contracts
Work with Chief Executive Officer and Program Directors to monitor and evaluate all contracts and grants of the Agency
Oversee the billing processes and handle issues for various funding sources including: Executive Office of Elder Affairs, Age Strong Commission/Area Agency on Aging, SCOs and other organizations
Maintain financial relationships with related partners such as BSHC, CBES, BEI, BAP etc
Oversee the preparation and analyze all annual, quarterly and monthly reports for the Board of Directors, staff, State, Federal and City governments
Work with the Human Resources Director on salaries, workers compensation, payroll, insurance benefits and other related issues
Provide cash management control
Coordinate development and implement upgrades of the accounting systems and other financial and payroll software
Oversee the departmental Quality Improvement process
Maintain all financial records
Coordinate the selection of a certified, independent CPA firm to provide the annual audit
Oversee the completion of the audit to provide necessary papers and information for the various year-ended audits and the Corporation tax return
Analyze the annual audit reports, UFR, and tax return. Oversee the filing of annual reports and tax return according to Federal and State requirements
Develop and maintain cost allocation system for all programs
Attend relevant Agency and Board meetings as well as monthly State Fiscal Directors meetings
Perform other duties as assigned by the Chief Executive Officer
Qualification
Required
B.S. Degree in Accounting, Finance, or Business or B.A. and equivalent experience
Minimum of five years' experience in all phases of accounting
Prior management and supervisory experience
Competency in Microsoft Office and non-profit accounting software required
Excellent organization, interpersonal and communication skills
Preferred
Accounting experience in a Human Services Agency preferred
Experience in fund accounting and budget experience
Human Services Accounting: 3 years (Preferred)
Benefits
Vacation time = starting at 3 weeks per year, accrued bi-weekly; 4 weeks after 3 years
Sick time = 12 days per year accrued bi-weekly; Sick Time conversion to additional vacation hours
Personal time = 1 week per anniversary year
14 holidays plus your birthday off!
Health Insurance at the beginning of the month following hire (with a choice of over 30 health insurance plans with varied premium rates; most available for purchase with zero to little monthly employee cost).
Dental insurance - 75% premium paid by Ethos
VSP – Vision Insurance Plan
Ethos paid life insurance at one time annual salary (100k max).
Ethos paid Long-Term and Short-Term disability insurance
403(b) Retirement Plan with employer discretionary contribution
Credit union
Pre-tax deductions (medical, dependent care and transportation)
Expanded Learning – Professional Development - Employee Assistance Program (EAP)
Company
Ethos
Ethos makes getting life insurance instant and easy.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$413.96MKey Investors
SoftBank Vision FundGeneral CatalystGoogle Ventures
2022-01-24Series D· $7.46M
2021-07-21Series D· $100M
2021-05-11Series D· $200M
Leadership Team
Peter Colis
CEO and Co-founder
Vipul Sharma
Chief Technology Officer
Recent News
SV Angel
2025-11-28
Ethos Technologies Inc
2025-08-13
2025-07-31
Company data provided by crunchbase