Chief Financial Officer

HealthWell Foundation

Chief Financial Officer providing financial oversight and strategic counsel at HealthWell Foundation. Leading financial management with a focus on compliance and risk management in a non-profit setting.

Posted 6/24/2026full-timeGermantown • Maryland • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Provide oversight, stewardship, planning, and strategic counsel related to HealthWell and HWF Direct’s financial position.
Collaborate with the internal and Board-level compliance officer and legal counsel.
Plan for long-term viability in consideration of the strong and direct connection between Foundation operations and finance departments.
Provide expertise to HealthWell in the areas of Generally Accepted Accounting Principles (GAAP) and all applicable laws and regulations.
Presents strategic, accurate, and transparent reports related to HealthWell’s financial health to the President and Chief Executive Officer, Senior Management Team, Board of Directors, and Board-appointed Finance Committee on a monthly and quarterly basis.
Manage relationships with HealthWell’s independent auditors, investment portfolio managers, and banking partners.
Monitor HealthWell’s investment portfolio and makes strategic recommendations.
Drive the development of HealthWell’s annual budgets in collaboration with department heads.

Requirements

What you’ll need

Minimum five years of executive experience, with an additional ten plus years in corporate financial management.
Minimum three years of non-profit finance experience (paid or volunteer).
BSc/BA in Accounting, Finance, or relevant field; Master’s in Finance/MBA preferred.
Equivalent combination of education and work experience may be considered.
Computer skills including Microsoft Office Suite products, specifically proficient in Excel.
Licensed CPA (active)

Benefits

Comp & perks

Medical, dental and vision insurance
401(k) with up to 6% company match
Short & Long-term disability insurance
Life insurance
PTO and paid company holidays

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial managementbudget developmentfinancial reportinginvestment portfolio managementGenerally Accepted Accounting Principles (GAAP)strategic planningcompliance oversightfinancial analysisaccountingnon-profit finance

Soft Skills

strategic counselcollaborationrelationship managementcommunicationleadershiptransparencyorganizational skillspresentation skillsoversightstewardship

Certifications

CPA (active)