Chief Financial Officer

Reports to: Chief Operating Officer
Revised: March 2018


Mission Economic Development Agency (MEDA) – Rooted in the Mission and focused on San Francisco, MEDA’s mission is to strengthen low- and moderate-income Latino families by promoting economic equity and social justice through asset building and community development.

MEDA is advancing strategies to create asset building opportunities for San Francisco’s Latino families and others in the Mission District through: (1) providing direct service to clients in the areas of housing, financial capability, workforce development, business development and tax preparation; (2) serving as a backbone agency to advance educational achievement and family economic success through the Mission Promise Neighborhood; (3) creating and preserving affordable housing and commercial real estate in the Mission District; (4) providing access to capital through loans to small businesses; and (5) advocating for public policies that support our clients.


The Chief Financial Officer’s core roles are:

  • Ensure the continued financial sustainability of MEDA now and in the future.
  • Guide management decision-making within the organization.
  • Demonstrate to funders, lenders, and government agencies that MEDA is a responsive and responsible organization for their investments.
  • Oversee transactional business such as banking, payroll, payments.

The Chief Financial Officer should have strong accounting skills, familiarity with fund accounting, and experience in the areas of contract compliance, real estate finance, business lending, and government funding sources.


  • Develop and track annual fiscal plans; prepare multi-year fiscal projections for organizational and program planning; guide the agency in its annual budget process.
  • Monitor budgets and cash flow; estimate future implications of changes in funding streams.
  • Manage the complexities of small business lending and affordable housing programs.
  • Report concisely to management and the board; provide explanations and highlight variances; tell the story behind the numbers.
  • Provide the financial analysis that informs management decisions about new programs, new staff positions, and changes in programs.
  • Support program staff with prompt replies to requests for financial information.
  • In collaboration with development team and program staff, produce budgets and budget narratives for grant proposals and government contracts.
  • Submit contract reimbursements, financial reports, and compliance documents to funders and lenders on a proactive and timely basis.
  • Develop and update fiscal policies and procedures that strengthen internal controls and improve accuracy and timeliness of financial information.
  • Oversee accounting processes: payroll, billing, accounts receivable, payables, banking.
  • Coordinate and support the work of the Accounting staff.
  • Manage the audit process to ensure a clean report from the external CPA, completed in a timely manner.
  • Take an active role as a member of the Management Team; report regularly to the Board of Directors on the business status of the organization.
  • Assist in special projects or other duties as assigned.


  • Bachelor’s degree in accounting, finance, or other business-related field. Masters preferred. CPA certification a plus.
  • Senior-level financial management experience in a multifaceted environment, such as a nonprofit organization, academic institution, or business with multiple products, programs and funding streams.
  • In-depth experience managing people and processes.
  • Demonstrated skill in the creation of financial models; proficiency in the use of Excel is critical.
  • Ability to communicate complex financial information in a way that the information is readily understood by others.


Send email with three brief bullet points on why we should consider you plus resume to