Job Description

About HMBC

Healthy Mind & Brain Center (HMBC) is a leading mental health treatment group offering a diverse range of evidence-based therapies. We integrate both traditional methods—such as CBT, EMDR, trauma-focused, and individual therapy—and non-traditional techniques including neurofeedback, neuroplasticity training, meditation, and brain training. Our mission is to support clients in transforming maladaptive behaviors and thought patterns through empirically validated approaches.

Position Summary

The Chief Financial Officer (CFO) is a strategic, hands-on executive responsible for overseeing all financial and accounting operations of HMBC. Reporting directly to the President & CEO, the CFO will play a critical role in shaping the financial direction of the organization, ensuring regulatory compliance, and driving operational excellence across all departments.

Key Responsibilities

• Lead and manage all accounting and finance functions across the organization

• Develop and maintain financial policies, procedures, and internal controls

• Oversee corporate budgeting, forecasting, and financial planning processes

• Produce timely and accurate monthly, quarterly, and annual financial reports

• Manage and cultivate relationships with banks and other financial institutions

• Ensure compliance with federal, state, and local financial regulations

• Lead tax planning, filing, and liaise with relevant federal and state tax agencies

• Coordinate internal and external audits and ensure audit readiness

• Oversee regulatory financial reporting, including submissions to the Department of Insurance and other agencies

• Provide financial analysis and reports to external evaluators such as A.M. Best to support company ratings

• Deliver clear, data-driven reporting to the Board of Directors

• Collaborate with cross-functional teams (Claims, Marketing, Underwriting, IT, etc.) to optimize financial operations and performance

• Recommend and implement cost-saving strategies and process improvements

• Lead initiatives related to financial systems, technology, and reporting tools (e.g., Power BI)

• Evaluate and improve automated accounting processes, recommending and implementing automation to increase efficiency and accuracy

Qualifications

• Minimum of a bachelor's degree in accounting, business administration, finance, or a closely related field

• CPA designation strongly preferred

• Minimum of [insert years] of progressive financial leadership experience

• Demonstrated integrity, accountability, and commitment to the highest standards of professional conduct and performance

• Strong experience in automated accounting systems and financial technologies; able to assess and enhance current systems for increased efficiency through automation

• Experience in the property & casualty insurance industry highly desirable

• Knowledge of premium accounting, reserves, and Statutory Accounting Principles (SAP) preferred

• Proficiency in Power BI and other modern financial reporting tools

• Strong analytical, strategic thinking, and interpersonal skills

Benefits

HMBC offers a comprehensive and competitive benefits package, including:

• Competitive salary commensurate with experience

• Health, dental, and vision insurance

• Flexible Spending Account (FSA) and Health Savings Account (HSA) options

• 401(k) with employer contribution

• Paid time off (PTO), including vacation, holidays, and sick leave

• Continuing education and professional development support

• Flexible work environment

• Employee Assistance Program (EAP)

• Meaningful and mission-driven work environment

• Opportunity to be part of an innovative and collaborative leadership team

Why Join HMBC

At HMBC, you'll join a mission-driven organization making a real impact on people's mental health and well-being. You'll help drive innovation and financial sustainability while supporting a culture grounded in excellence, collaboration, and compassion.

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