The H.E.A.L. Commitment

Our journey began with a vision: to provide a space where individuals could explore their athletic potential, build camaraderie, and foster a spirit of sportsmanship. Over the years, this vision has grown into a thriving reality. From heart-pounding team sports to soul-soothing solo pursuits, we cater to every interest. Whether you're a seasoned athlete or just looking to have fun, you'll find a welcoming home here. We take pride in our team of dedicated coaches and instructors who share their expertise and passion, helping our members develop their skills and confidence. It's not just about winning; it's about the journey, the friendships forged, and the personal growth that comes with each challenge. But we're not just about the games; we're about giving back to the community that has embraced us. We believe in the power of sports to inspire positive change. Through various outreach programs and partnerships, we aim to make a meaningful impact, both on and off the field. Join us in celebrating the joy of movement, the thrill of competition, and the unbreakable bonds forged through sports. Our club is more than just a place to play; it's a place to belong. Welcome to our community, where passion and play unite to create something truly exceptional.

Chief Financial Officer

This customizable job description template is tailored for a Chief Financial Officer (CFO) at a California-based nonprofit organization.It incorporates strict state-specific compliance standards, federal grant guidelines, and California labor laws.Helping Empower Adaptive Lives (H.E.A.L.) — Chief Financial Officer (CFO)Position Overview

• Reports To: Chief Executive Officer (CEO) and Board of Directors
• FLSA Status: Exempt
• Location: Greater Sacramento Area, California (Hybrid/On-site/Remote)
• Position Type: Full-time

Job Summary

The Chief Financial Officer (CFO)will oversee all financial operations, strategy, and compliance for Helping Empower Adaptive Lives (H.E.A.L.). As a core member of the executive team, the CFO directs accounting, budgeting, forecasting, and long-term financial planning to support our mission. This role ensures strict compliance with California non-profit regulations, Generally Accepted Accounting Principles (GAAP), and federal grant requirements.Core ResponsibilitiesFinancial Strategy & Executive Leadership

• Partner with the CEO and Board on strategic financial choices.
• Assess organizational metrics against long-term strategic plans.
• Present financial reports to the Board of Directors.
• Manage banking, investment, and endowment relationships.
• Advise on fundraising plans and capital health.

Financial Management & Accounting Operations

• Oversee accounts, general ledgers, and reporting systems.
• Maintain robust internal financial control environments.
• Direct cash flow planning and cash forecasting.
• Lead the annual budgeting process with managers.
• Produce accurate monthly and annual financial statements.

California & Federal Compliance

• Ensure compliance with federal, state, and local laws.
• Manage compliance for government contracts and private grants.
• Coordinate all internal and external audit activities.
• Oversee the preparation and filing of IRS Form 990.
• File the California Franchise Tax Board Form 199 timely.
• Submit the Registry of Charitable Trusts Form RRF-1 and CTR-1 annually.
• Monitor compliance with the California Nonprofit Integrity Act.

Required Qualifications/Education and Experience

• Degree: Bachelor’s degree in Finance, Accounting, or Economics.
• Certification: Certified Public Accountant (CPA) or CMA preferred.
• Experience: Minimum 7–10 years of senior financial management.
• Nonprofit: Minimum 5 years in nonprofit fund accounting.

Knowledge & Skills

• Deep knowledge of nonprofit GAAP and net asset rules.
• Mastery of complex federal grant Uniform Guidance (2 CFR 200).
• Strong leadership skills to manage accounting personnel.
• Clear written and verbal communication styles.
• Expertise in nonprofit financial software (e.g., Quickbooks, Sage Intacct, Blackbaud).

Secretary of H.E.A.L.

Position Overview

• Job Title: Secretary (Board Officer / Administrative Coordinator)
• Position Type: [Volunteer / Part-Time / Full-Time]
• Reports To: [Board Chair (if Board Officer) / Executive Director (if Staff)
• Location: [City, State / Remote / Hybrid] [1, 2, 3, 4, 5]

Position Summary: The Secretary serves as the custodian of records and compliance officer for the organization. This role manages critical operational data, maintains regulatory and governing documents, and acts as a central communication conduit. In an adaptive sports context, this position ensures that liability waivers, background checks, athlete classifications, and specialized safety standards are meticulously documented to protect the organization and its participants. [1, 2, 3]⚙️ Key Responsibilities1. Governance & Record Keeping

• Meeting Management: Schedule board and committee meetings, distribute agendas, and issue official notices.
• Minutes & Roll Call: Record highly precise minutes during official sessions, tracking all corporate resolutions and votes.
• Document Archiving: Maintain up-to-date physical and digital copies of corporate bylaws, articles of incorporation, and IRS determinations.
• Board Rosters: Manage up-to-date tracking of board member contact details, terms, and election rotation schedules. [1, 2, 3, 4]

2. Adaptive Sports Compliance & Risk Management

• Safety Protocols: Track and archive mandatory staff and volunteer certifications, including U.S. Center for SafeSport training, CPR/First Aid, and background screenings. [1]
• Rosters & Information: Securely manage highly confidential athlete intake paperwork, including medical disclosures, accessibility needs, and equipment sizing logs. [1, 2]
• Liability & Waivers: Ensure 100% execution and compliance for participant liability waivers, photo releases, and medical treatment authorizations.
• Competition Records: Document athlete competitive classifications (e.g., Paralympic or sport-specific categories) for tracking tournament eligibility.

3. Communication & Operations

• Information Conduit: Coordinate smooth communication pipelines between the Board of Directors, executive staff, and external sport partners.
• Annual Filings: Assist the executive team or treasurer in maintaining up-to-date state nonprofit registry and corporate filings.
• Inquiries: Route general organizational inquiries from prospective athletes, families, donors, and volunteer guides to correct departments. [1, 2, 3, 4, 5]

🎯 Qualifications & Skills

COO

Position Overview

• Job Title: Chief Operating Officer (COO)
• Position Type: Full-Time (Executive)
• Reports To: Executive Director / Chief Executive Officer
• Location: [City, State / Remote / Hybrid]

Position Summary: The COO is a critical member of the executive leadership team, responsible for overseeing all daily business operations, administrative functions, and program delivery. The COO will build and scale internal infrastructure, optimize cross-functional workflows, and ensure the organization remains financially healthy and legally compliant. The ideal candidate translates high-level strategic plans into measurable, actionable operational goals. [1, 2, 3, 4, 5]⚙️ Key Responsibilities1. Operational Leadership & Scale

• Strategic Execution: Translate the organization’s strategic plan into concrete operational goals, timelines, and departmental budgets.
• Process Optimization: Design, implement, and continuously improve internal workflows, data management infrastructure, and communication channels.
• Infrastructure Management: Oversee physical facilities, hardware, software systems, and third-party vendor contracts.
• Risk Management: Maintain comprehensive legal, insurance, and regulatory compliance protocols to protect organizational assets. [1, 2, 3, 4, 5]

2. Team Management & Culture

• Performance Management: Establish clear, measurable Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) for all departments. [1, 2]
• Mentorship & Development: Supervise, coach, and support department heads (e.g., HR, Finance, Programs, Marketing). [1, 2]
• HR Infrastructure: Partner with Human Resources to refine recruitment, onboarding, equitable compensation structures, and retention strategies. [1, 2, 3]
• Inclusive Culture: Foster a collaborative, transparent, and high-performing workplace environment aligned with organization values. [1]

3. Financial Oversight & Sustainability

• Budget Planning: Collaborate with the CFO/Treasurer to build annual budgets, manage cash flow, and ensure precise financial forecasting. [1]
• Grant & Contract Compliance: Ensure precise tracking, reporting, and operational execution of restricted grant funding and government contracts. [1]
• Resource Optimization: Evaluate the ROI of all programs and operational initiatives to ensure maximum impact per dollar spent.

🎯 Qualifications & Skills