JOB TITLE: Chief Financial Officer

EXEMPT: Yes SHIFT: 8:30 am - 4:30 pm; M-F

DEPARTMENT: Administrative LOCATION: Main Office

REPORTS TO: Chief Executive Officer REVISION DATE: 9/2/2026

PREPARED BY: ___________________

Missy Rogers DATE: 9/2/2026

Chief Financial Officer

APPROVED BY: __________________ DATE: 9/2/2026

Missy Rogers

Chief Executive Officer

SUMMARY:

The Chief Financial Officer is responsible for directing the fiscal strategy, accounting operations, and financial compliance of the organization. The CFO reports to the CEO and ensures that the organization's resources align with Pine Castle's core mission. Supervises the activities and employees in both the Finance and Information Technology Departments while also acting as an important team member of Executive Leadership.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed.

• Manages all accounting functions and funds to ensure the future financial viability of the organization.
• Creates the financial statements and other indicators to make recommendations to the Chief Executive Officer and the Board of Directors.
• Projects and analyzes financial data for feasibility of program or facility expansions.
• Writes policies and procedures for the department.
• Manages the accounting and information technology departments
• Oversees and directs budgeting activities of the agency.
• Oversees and directs annual financial audit.
• Ensures strict adherence to IRS rules, GAAP standards, and restricted-fund tracking
• Provides procedures and systems necessary to ensure adequate accounting controls.
• Guides organizational strategy
• Provides thought leadership to Chief Executive Officer, staff, and Board of Directors to support sustainable growth and long term success.
• Presents Financial Statements to the Finance Committee and to the Board of Directors.
• Functions as agency liaison to the Finance Committee including preparing meeting agendas and supporting documentation.
• Attends Board meetings.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Completion of required background screening as required by Florida Statutes (see HB531 | Florida Agency for Health Care Administration for more information).

EDUCATION and/or EXPERIENCE:

Bachelor's degree (BA) from four-year college or university, majoring in Business, Accounting, or Finance required; five years accounting experience and 5 years supervisory experience required. CPA credential preferred. Non-profit experience preferred.

LANGUAGE SKILLS:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS:

Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Ability to apply concepts of basic algebra.

Ability to appropriately utilize spreadsheets as a tool for forecasting, budgeting, and reporting.

REASONING ABILITY:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

OTHER SKILLS and ABILITIES:

Experience working in a non-profit organization is preferred.

Experience in computerized spreadsheet is required.

Ability to demonstrate high level of organizational skills and attention to detail.

Ability to work with frequent deadlines.

Ability to work independently.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk and hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.