Klamath Tribal Health & Family
Open: 09/25/2025
Close: 10/10/2025
POSITION DESCRIPTION
POSITION: CHIEF FINANCE OFFICER
RESPONSIBLE TO: Deputy CEO
SALARY: Step Range: 43 ($101,135) -62 ($177,341); Full Benefits
CLASSIFICATION: Professional/Management, Regular, Full-Time
LOCATION: Klamath Tribal Health & Family Services
3949 South 6th Street
Klamath Falls, OR 97603
BACKGROUND: Comprehensive
POSITION OBJECTIVES
The Chief Financial Officer is responsible for ensuring that all financial systems are in place and function effectively and that the organization has all the financial and statistical information necessary to operate effectively. The Chief Financial Officer is responsible for developing new initiatives for long-range business plans and forecasts to ensure that Klamath Tribal Health & Family Services is positioned to meet the future healthcare costs for meeting the needs of the clients. This position will be responsible for organizing and directing the daily financial accounting reports and financial activities related to grants, contracts and co-operative agreements. The main emphasis will be the reporting and maintenance of financial records; accuracy of data; year-end close out; and participation in the annual audit.
The Chief Financial Officer is responsible for the structure and organization of the Finance Department and the Billing Offices. The Chief Financial Officer will provide direct supervision of the Controller, Senior Finance Director, the Business Office Manager and the Pharmacy Billing Supervisor
MAJOR DUTIES AND RESPONSIBILITIES
1. Manage and direct the Finance Department and Billing Offices to ensure well-regulated and effective operation of all financial and billing transactions. Perform overall work planning, establish work schedules and priorities, assign and review work. Discuss the progress of the work and any problem areas. Keep employees informed of management policies and goals.
2. Provide direct supervision of the Controller and Senior Finance Director in performing the daily finance and accounting tasks for the organization.
3. Provide direct supervision of the Business Office Manager and the Pharmacy Billing Supervisor in performing the daily billing tasks and management of third-party revenue.
4. Prepare annual operational budgets in collaboration with C-suite personnel and Department Directors. Assist KTH&FS Department Directors and Managers in analyzing various financial and budget reports.
5. Ensure the accurate completion of all funding agencies' monthly, quarterly or closing financial reports, as required. Ensure reports are prepared and submitted in a timely manner. Certify and submit the quarterly FFR-425 prepared by the Controller for the 638 programs.
6. Provide timely, complete and accurate financial status reports and analysis for presentation to the Deputy CEO, Tribal Council and Health Advisory Committee. Participate in the Annual Priorities planning each year with Tribal Admin CFO and Tribal Treasurer.
7. Ensure that accounting transactions are properly classified, and all appropriate balance sheet accounts are reconciled monthly, in order to provide reliable financial reports in a timely manner.
8. Provide a monthly review of each department's processes to ensure that all source documentation matches the purchase order requirements, contractual compliance and to ensure that account code distribution is correct.
9. Review financial reports and general ledger accounts; write adjusting entries when necessary.
10. Develop and implement financial policies and procedures necessary for all KTH&FS program operations for proper internal control and to safeguard assets. Work closely with Chief Operations Officer to ensure HR processes are in compliance with 638 regulations for single audit.
11. Coordinate operations and planning, which includes but is not limited to, developing the Finance Operations Manual and ensuring SOPs are updated as technology or processes undergo change.
12. Review the classification of expenses, revenues and applicable credits to departments and consolidate plan submissions for system wide financial statements.
13. Provide monthly financials to Deputy CEO and/or delegates, and Tribal Treasurer, including operational activity, grant activity, tribal fund activity, and the income summary and balance sheet by funding source. Ensure department managers are receiving the budget to actuals for their respective department activity on a monthly basis, including salaries, fringe, supplies, sub-contracts, and any other expenditures.
14. Assist the Deputy CEO in the coordination of federal contract negotiations and in monitoring financial compliance issues with grants and contracts.
15. Develop and streamline cost center plans in collaboration with the senior finance personnel to monitor performance and activity for each granting or contract agency.
16. Coordinate investments, banking, borrowing and related activities. Establish and maintain effective relations with appropriate institutions, recommend spending and investment strategies for the organization.
17. Analyze the Federal budget and related legislative processes, and keep the organization informed on matters relating to and affecting KTH&FS and the Klamath Tribes as a whole.
18. Perform complex year end accounting work in preparation for the annual audit, including self-funded revenue and insurance claim expenditure recognition, and final closeup of departments or funds requiring interfund transfers and claim on cash/due to/from adjustments. Ensure books are ready to begin audit before submittal of trial balance and GL detail.
19. Assist the auditing agency with project planning for the annual audit and serve as an escalation point for necessary investigations, documentation and pending audit findings not resolved by the Controller Submit MD&A to the auditors prior to first draft submittal.
20. Work closely with the Billing Offices to coordinate Third Party reimbursement functions, including acting as liaison with reimbursing agencies and collections; ensuring compliance with all reporting requirements related to cost reports and monitoring of the computation of contractual agreements.
21. Report on activity of all investments, including accurate recording of all interest earned.
22. Take an active role in Benefits Committee work, including regulatory compliance requirements, analyzing financial impact of benefits for review, self-funded medical and dental reserve monitoring and respective plan performance. Work with other Tribal Entity CFOs to coordinate timely payments and reconciliations.
23. Develop and implement an internal audit program; to ensure adequate controls are in place for grant compliance and preparation for the annual financial statement and single audit.
24. Coordinate and facilitate short and long-term financial forecasting and planning.
25. Attend monthly budget committee meetings, ensure budgets are presented timely, and support finance personnel in meeting facilitation to ensure operational progress with governance approvals.
26. Prepare, submit and negotiate an annual Indirect Cost Rate Proposal to obtain an approved annual federal indirect cost rate. Ensure submittal is performed in a timely manner to prepare for the upcoming year's organizational budget preparation.
27. Prepare and submit the Annual Medicare Cost Report.
28. Prepare and submit an OMAP Rural Health Center Encounter Rate Proposal, as necessary.
29. Work closely with the Chief Operations Officer, the IST Director and the HR Director to advise, collaborate and coordinate technological improvements for best practice of administrative functions. Streamline interdepartmental processes for efficient and effective operations across departments, as related to the Finance function.
30. Like all employees of the Klamath Tribes, the incumbent will be called upon to accomplish other tasks that may not be directly related to this position, but are integral to the Klamath Tribes' broader functions, including but not limited to, assisting during Tribal sponsored cultural, traditional, or community events that enable the successful operation of programs and practices of The Klamath Tribes as aligned with The Klamath Tribes' Mission Statement. Some of these tasks may be scheduled outside of regular work hours, if necessary.
SUPERVISORY CONTROLS
Work is performed under the supervision of the Deputy CEO. The supervisor assigns work in terms of overall objectives and priorities. The normal flow and nature of the assignments usually determine daily assignments.
Employees work independently, resolving normal conflicts according to established procedures and past experience. Employee exercises initiative in researching answers and solving problems based upon previous training, experience and instructions.
The Chief Financial Officer outlines the overall Tribal Health Finance Department and Indian Health Service program objectives and priorities, time limits and the financial and personnel resources available.
KNOWLEDGE, SKILLS, ABILITIES
Thorough knowledge of accounting principles and practices, i.e. Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB); including a broad level of understanding of accounts payable, payroll, accounts receivable, property, purchasing, and risk management.
Knowledge of federal grant and contract administration with a thorough knowledge of fund accounting.
Management skills in policy formulation, program development, staff direction, supervision, and training and development of organizational plans.
Ability, knowledge, and skill to prepare and administer program budgets to provide financial guidance and assistance for individual programs.
Ability to communicate orally and in writing. Must be able express her/himself in a clear and concise manner for the purposes of correspondence, reports and instructions.
Good public relations and interpersonal relationship skills. Able to meet with a variety of individuals in a professional manner, using tact, diplomacy and mature judgment.
Ability to perform work and accomplish tasks following specific procedures in accordance with established policies, procedures, practices, and priorities of the department. This includes the ability to plan and organize work and seek information and assistance from other sources as necessary, making decisions based on experience.
Experience in computerized fund accounting and budget systems; preferably MAS90/200 and spreadsheets (Excel).
Ability to maintain strict confidentiality of information.
Ability to maintain strict confidentiality of medical records and adhere to the standards for health record-keeping, HIPAA and Privacy Act requirements.
QUALIFICATIONS, EXPERIENCE, EDUCATION
Minimum Qualifications: Failure to comply with minimum position requirements may result in termination of employment.
• REQUIRED to possess certification as a Licensed Certified Public Accountant. (Must submit copy with application).
• REQUIRED to have knowledge of Generally Accepted Accounting Principles, (GAAP).
• REQUIRED to have Five (5) or more years of demonstrated ability to effectively supervise financial personnel.
• REQUIRED to have experience in the use of computers and automated financial systems.
• REQUIRED to work some evenings, weekends and travel on occasion, as necessary.
• REQUIRED to submit to annual TB skin testing and adhere to KTHFS staff immunization policy in accordance with the Centers for Disease Control immunization recommendations for healthcare workers.
• REQUIRED to submit to a background and character investigation, as per Tribal policy. Following hire must immediately report to Human Resource any citation, arrest, conviction for a misdemeanor or felony crime.
• REQUIRED to accept the responsibility of a Mandatory Reporter in accordance with the Klamath Tribes Juvenile Ordinance Title 2, Chapter 15.64 and General Council Resolution #2005 003, all Tribal staff are considered mandatory reporters.
Preferred Qualifications:
• Knowledge of Government Accounting Standards Board (GASB) is preferred.
• Relevant experience working with Indian Tribes and P.L. 93-638 is preferred.
• Experience with federal administrative requirements for grants and contracts is preferred.
• Experience in preparing consolidated governmental financial statements and related schedules is preferred.
Indian Preference:
Indian and Tribal Preference will apply, as per policy. (Must submit tribal documentation with application to qualify for Indian Preference).
ACKNOWLEDGEMENT
This position description is intended to provide an overview of the requirements of the position. It is not necessarily inclusive, and the job may require other essential and/or non-essential functions, tasks, duties, or responsibilities not listed herein. Management reserves the sole right to add, modify, or exclude any essential or non-essential requirement at any time with or without notice. Nothing in this job description, or by the completion of any job requirement by the employee, is intended to create a contract of employment of any type.
APPLICATION PROCEDURE
Submit a Klamath Tribal Health & Family Services Application for Employment with all requirements and supporting documentation to:
Klamath Tribal Health & Family Services
ATTN: Human Resource
3949 South 6th Street
Klamath Falls, OR 97603
jobs@klamathtribalhealth.org
IT IS THE RESPONSIBILITY OF THE APPLICANT TO PROVIDE SUFFICIENT INFORMATION TO PROVE QUALIFICATIONS FOR TRIBAL POSITIONS.
Please Note: If requirements are not met, i.e., submission of a resume in lieu of a tribal application or not including a required certification, your application will not be reviewed and will be disqualified.
Indian Preference will apply. In accordance with Klamath Tribal policy, priority in selection will be given to qualified applicants who present proof of eligibility for "Indian Preference".
Close: 10/10/2025
POSITION DESCRIPTION
POSITION: CHIEF FINANCE OFFICER
RESPONSIBLE TO: Deputy CEO
SALARY: Step Range: 43 ($101,135) -62 ($177,341); Full Benefits
CLASSIFICATION: Professional/Management, Regular, Full-Time
LOCATION: Klamath Tribal Health & Family Services
3949 South 6th Street
Klamath Falls, OR 97603
BACKGROUND: Comprehensive
POSITION OBJECTIVES
The Chief Financial Officer is responsible for ensuring that all financial systems are in place and function effectively and that the organization has all the financial and statistical information necessary to operate effectively. The Chief Financial Officer is responsible for developing new initiatives for long-range business plans and forecasts to ensure that Klamath Tribal Health & Family Services is positioned to meet the future healthcare costs for meeting the needs of the clients. This position will be responsible for organizing and directing the daily financial accounting reports and financial activities related to grants, contracts and co-operative agreements. The main emphasis will be the reporting and maintenance of financial records; accuracy of data; year-end close out; and participation in the annual audit.
The Chief Financial Officer is responsible for the structure and organization of the Finance Department and the Billing Offices. The Chief Financial Officer will provide direct supervision of the Controller, Senior Finance Director, the Business Office Manager and the Pharmacy Billing Supervisor
MAJOR DUTIES AND RESPONSIBILITIES
1. Manage and direct the Finance Department and Billing Offices to ensure well-regulated and effective operation of all financial and billing transactions. Perform overall work planning, establish work schedules and priorities, assign and review work. Discuss the progress of the work and any problem areas. Keep employees informed of management policies and goals.
2. Provide direct supervision of the Controller and Senior Finance Director in performing the daily finance and accounting tasks for the organization.
3. Provide direct supervision of the Business Office Manager and the Pharmacy Billing Supervisor in performing the daily billing tasks and management of third-party revenue.
4. Prepare annual operational budgets in collaboration with C-suite personnel and Department Directors. Assist KTH&FS Department Directors and Managers in analyzing various financial and budget reports.
5. Ensure the accurate completion of all funding agencies' monthly, quarterly or closing financial reports, as required. Ensure reports are prepared and submitted in a timely manner. Certify and submit the quarterly FFR-425 prepared by the Controller for the 638 programs.
6. Provide timely, complete and accurate financial status reports and analysis for presentation to the Deputy CEO, Tribal Council and Health Advisory Committee. Participate in the Annual Priorities planning each year with Tribal Admin CFO and Tribal Treasurer.
7. Ensure that accounting transactions are properly classified, and all appropriate balance sheet accounts are reconciled monthly, in order to provide reliable financial reports in a timely manner.
8. Provide a monthly review of each department's processes to ensure that all source documentation matches the purchase order requirements, contractual compliance and to ensure that account code distribution is correct.
9. Review financial reports and general ledger accounts; write adjusting entries when necessary.
10. Develop and implement financial policies and procedures necessary for all KTH&FS program operations for proper internal control and to safeguard assets. Work closely with Chief Operations Officer to ensure HR processes are in compliance with 638 regulations for single audit.
11. Coordinate operations and planning, which includes but is not limited to, developing the Finance Operations Manual and ensuring SOPs are updated as technology or processes undergo change.
12. Review the classification of expenses, revenues and applicable credits to departments and consolidate plan submissions for system wide financial statements.
13. Provide monthly financials to Deputy CEO and/or delegates, and Tribal Treasurer, including operational activity, grant activity, tribal fund activity, and the income summary and balance sheet by funding source. Ensure department managers are receiving the budget to actuals for their respective department activity on a monthly basis, including salaries, fringe, supplies, sub-contracts, and any other expenditures.
14. Assist the Deputy CEO in the coordination of federal contract negotiations and in monitoring financial compliance issues with grants and contracts.
15. Develop and streamline cost center plans in collaboration with the senior finance personnel to monitor performance and activity for each granting or contract agency.
16. Coordinate investments, banking, borrowing and related activities. Establish and maintain effective relations with appropriate institutions, recommend spending and investment strategies for the organization.
17. Analyze the Federal budget and related legislative processes, and keep the organization informed on matters relating to and affecting KTH&FS and the Klamath Tribes as a whole.
18. Perform complex year end accounting work in preparation for the annual audit, including self-funded revenue and insurance claim expenditure recognition, and final closeup of departments or funds requiring interfund transfers and claim on cash/due to/from adjustments. Ensure books are ready to begin audit before submittal of trial balance and GL detail.
19. Assist the auditing agency with project planning for the annual audit and serve as an escalation point for necessary investigations, documentation and pending audit findings not resolved by the Controller Submit MD&A to the auditors prior to first draft submittal.
20. Work closely with the Billing Offices to coordinate Third Party reimbursement functions, including acting as liaison with reimbursing agencies and collections; ensuring compliance with all reporting requirements related to cost reports and monitoring of the computation of contractual agreements.
21. Report on activity of all investments, including accurate recording of all interest earned.
22. Take an active role in Benefits Committee work, including regulatory compliance requirements, analyzing financial impact of benefits for review, self-funded medical and dental reserve monitoring and respective plan performance. Work with other Tribal Entity CFOs to coordinate timely payments and reconciliations.
23. Develop and implement an internal audit program; to ensure adequate controls are in place for grant compliance and preparation for the annual financial statement and single audit.
24. Coordinate and facilitate short and long-term financial forecasting and planning.
25. Attend monthly budget committee meetings, ensure budgets are presented timely, and support finance personnel in meeting facilitation to ensure operational progress with governance approvals.
26. Prepare, submit and negotiate an annual Indirect Cost Rate Proposal to obtain an approved annual federal indirect cost rate. Ensure submittal is performed in a timely manner to prepare for the upcoming year's organizational budget preparation.
27. Prepare and submit the Annual Medicare Cost Report.
28. Prepare and submit an OMAP Rural Health Center Encounter Rate Proposal, as necessary.
29. Work closely with the Chief Operations Officer, the IST Director and the HR Director to advise, collaborate and coordinate technological improvements for best practice of administrative functions. Streamline interdepartmental processes for efficient and effective operations across departments, as related to the Finance function.
30. Like all employees of the Klamath Tribes, the incumbent will be called upon to accomplish other tasks that may not be directly related to this position, but are integral to the Klamath Tribes' broader functions, including but not limited to, assisting during Tribal sponsored cultural, traditional, or community events that enable the successful operation of programs and practices of The Klamath Tribes as aligned with The Klamath Tribes' Mission Statement. Some of these tasks may be scheduled outside of regular work hours, if necessary.
SUPERVISORY CONTROLS
Work is performed under the supervision of the Deputy CEO. The supervisor assigns work in terms of overall objectives and priorities. The normal flow and nature of the assignments usually determine daily assignments.
Employees work independently, resolving normal conflicts according to established procedures and past experience. Employee exercises initiative in researching answers and solving problems based upon previous training, experience and instructions.
The Chief Financial Officer outlines the overall Tribal Health Finance Department and Indian Health Service program objectives and priorities, time limits and the financial and personnel resources available.
KNOWLEDGE, SKILLS, ABILITIES
Thorough knowledge of accounting principles and practices, i.e. Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB); including a broad level of understanding of accounts payable, payroll, accounts receivable, property, purchasing, and risk management.
Knowledge of federal grant and contract administration with a thorough knowledge of fund accounting.
Management skills in policy formulation, program development, staff direction, supervision, and training and development of organizational plans.
Ability, knowledge, and skill to prepare and administer program budgets to provide financial guidance and assistance for individual programs.
Ability to communicate orally and in writing. Must be able express her/himself in a clear and concise manner for the purposes of correspondence, reports and instructions.
Good public relations and interpersonal relationship skills. Able to meet with a variety of individuals in a professional manner, using tact, diplomacy and mature judgment.
Ability to perform work and accomplish tasks following specific procedures in accordance with established policies, procedures, practices, and priorities of the department. This includes the ability to plan and organize work and seek information and assistance from other sources as necessary, making decisions based on experience.
Experience in computerized fund accounting and budget systems; preferably MAS90/200 and spreadsheets (Excel).
Ability to maintain strict confidentiality of information.
Ability to maintain strict confidentiality of medical records and adhere to the standards for health record-keeping, HIPAA and Privacy Act requirements.
QUALIFICATIONS, EXPERIENCE, EDUCATION
Minimum Qualifications: Failure to comply with minimum position requirements may result in termination of employment.
• REQUIRED to possess certification as a Licensed Certified Public Accountant. (Must submit copy with application).
• REQUIRED to have knowledge of Generally Accepted Accounting Principles, (GAAP).
• REQUIRED to have Five (5) or more years of demonstrated ability to effectively supervise financial personnel.
• REQUIRED to have experience in the use of computers and automated financial systems.
• REQUIRED to work some evenings, weekends and travel on occasion, as necessary.
• REQUIRED to submit to annual TB skin testing and adhere to KTHFS staff immunization policy in accordance with the Centers for Disease Control immunization recommendations for healthcare workers.
• REQUIRED to submit to a background and character investigation, as per Tribal policy. Following hire must immediately report to Human Resource any citation, arrest, conviction for a misdemeanor or felony crime.
• REQUIRED to accept the responsibility of a Mandatory Reporter in accordance with the Klamath Tribes Juvenile Ordinance Title 2, Chapter 15.64 and General Council Resolution #2005 003, all Tribal staff are considered mandatory reporters.
Preferred Qualifications:
• Knowledge of Government Accounting Standards Board (GASB) is preferred.
• Relevant experience working with Indian Tribes and P.L. 93-638 is preferred.
• Experience with federal administrative requirements for grants and contracts is preferred.
• Experience in preparing consolidated governmental financial statements and related schedules is preferred.
Indian Preference:
Indian and Tribal Preference will apply, as per policy. (Must submit tribal documentation with application to qualify for Indian Preference).
ACKNOWLEDGEMENT
This position description is intended to provide an overview of the requirements of the position. It is not necessarily inclusive, and the job may require other essential and/or non-essential functions, tasks, duties, or responsibilities not listed herein. Management reserves the sole right to add, modify, or exclude any essential or non-essential requirement at any time with or without notice. Nothing in this job description, or by the completion of any job requirement by the employee, is intended to create a contract of employment of any type.
APPLICATION PROCEDURE
Submit a Klamath Tribal Health & Family Services Application for Employment with all requirements and supporting documentation to:
Klamath Tribal Health & Family Services
ATTN: Human Resource
3949 South 6th Street
Klamath Falls, OR 97603
jobs@klamathtribalhealth.org
IT IS THE RESPONSIBILITY OF THE APPLICANT TO PROVIDE SUFFICIENT INFORMATION TO PROVE QUALIFICATIONS FOR TRIBAL POSITIONS.
Please Note: If requirements are not met, i.e., submission of a resume in lieu of a tribal application or not including a required certification, your application will not be reviewed and will be disqualified.
Indian Preference will apply. In accordance with Klamath Tribal policy, priority in selection will be given to qualified applicants who present proof of eligibility for "Indian Preference".