Chief Financial Officer

Benefits Data Trust
Pennsylvania, United States
Salary Not specified
Closing date
Aug 25, 2022

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Position Type
Executive, Administrative, Accounting and Finance
Health, Other Fields, Social Services
Employment Type
Full Time

Benefits Data Trust (BDT) is a not-for-profit social change organization committed to helping people live healthier, more independent lives by creating smarter ways to access essential benefits and services. At its core, BDT envisions a world that connects people to essential benefits and services while treating them with dignity and respect. BDT uses private-sector and cutting-edge strategies to reduce poverty by using data, targeted outreach, policy change, and new technologies to provide efficient and dignified access to assistance.

Since 2005, BDT has screened more than 1.2 million households and secured over $9.1 billion in benefits and services that help individuals and families reach financial stability. BDT’s transformative work is made possible through cross-sector partnerships with government, healthcare providers, philanthropic entities, and community-based organizations to re-engineer the health and social services system, making benefits access more simple, comprehensive, and cost-effective. Having established itself as a social change agent and thought leader in the benefits access sector, BDT continues to grow and expand its impact.

BDT now seeks a strategic Chief Financial Officer to help drive this growth and impact. Reporting to the CEO, the CFO will drive financial modeling and forecasting, develop strategic financial plans for the organization, ensure financial sustainability for major initiatives and programs, and be responsible for oversight and management of all financial functions for the BDT enterprise. Working closely with the CEO and the senior management team, he/she/they will play a significant role in determining funding priorities, diversifying revenue streams, monitoring relevant shifts in the marketplace, and developing the systems and practices that will allow BDT to capitalize on opportunities for mission-driven expansion. They will also enable accountability and effective decision-making by delivering clear, accurate and timely performance information to the Board, management, and staff. The CFO ensures that BDT is in regulatory compliance, manages financial risks, and provides effective and responsive oversight of billing, financial services, treasury, audit, and contracting.

BDT seeks candidates who are seasoned finance professionals with experience in scaling organizations, particularly in the context of multi-state programs with diverse funding streams. The ideal candidate will demonstrate superior relationship building, emotional intelligence, and diplomatic skills in leading the finance team and serving as a key member of the BDT executive team. They will have a strong personal commitment to BDT’s mission to transform the way benefits and services are delivered to those in need, and the desire to grow with the organization as BDT positions itself for the next era of growth.


Benefits Data Trust (BDT) is a successful nationally recognized non-profit organization in the midst of a decade-long period of change, growth, and realizing impact at scale that will help transform the delivery of benefits services across the United States by the beginning of the next decade. BDT’s mission and vision are to ensure people needing food, health care, education, and other forms of assistance can receive it efficiently and with dignity. BDT is transforming social benefits access and redefining the experience for millions of people. To drive lasting and equitable change, BDT uses the power of data, technology, and policy to create solutions that help people today while modernizing benefits access for tomorrow.

At BDT, their team of outreach specialists, data scientists and policy analysts work every day to improve the health and financial security for families. Some spend time on the phone taking older adults, veterans, and single mothers through a benefits screening process. Some are software and data engineers who look for efficient ways to comb through data to determine how best to connect people to benefits they’re missing out on. Yet others work closely with public servants to improve government service delivery. To date, BDT has helped people enroll in 800,000 benefits, putting more than $9 billion in critical dollars within people’s reach.

Founded in Philadelphia in 2005, BDT now operates in 12 states to streamline access to benefits for individuals and families, including providing enrollment assistance through benefits centers in Colorado, Maryland, Michigan, New York, North Carolina, Pennsylvania, and South Carolina. Having established itself as a social change agent and thought leader in the benefits access sector with a proven impact model, BDT continues to grow and expand its impact.


The CFO will be a forward-looking and flexible thinker with the ability to quickly gather and synthesize information for the Board, management team, and staff to drive rigorous planning, forecasting, and decision-making. This role will include the following accountabilities:

Operationalizing New Strategic Directions and Priorities

  • Provide thought partnership to the CEO and senior management team, proactively addressing issues and strategic opportunities and making recommendations supported by rigorous financial analysis and review, scenario modeling, and assessment of returns, risk, and due diligence.
  • Provide strategic resource forecasting, modeling, intermediate planning, and tactical deployment while considering the financial implications of using resources against strategies, business lines, KPIs, etc.
  • Master the frontiers on non-profit financing options - from philanthropy to impact financing to commercial revenue while securing and strengthening the organization's financial sustainability and success.
  • Identify opportunities for growth and drive revenue improvement, not just through the traditional methods of cost control but through examples such as product line profitability analysis, and benchmarking.
  • Bring the whole of exceptional quantitative and qualitative capabilities, including making complex financial matters accessible to both lay audiences and specialists with limited time and attention.
  • A key player in developing business strategy, including bringing the strategic financial muscle to the decision-making table including terms of where/when to enter, sustain, and/or pivot from various workstreams or business lines.
  • Oversee accounting control systems and internal audits, the accurate and timely production of accounting information and financial reports, and reporting on financial results and issues to the CEO and Board of Directors.

Finance Department Oversight and Organizational Planning

  • Lead the finance team and develop its capabilities to keep ahead of the pace of BDT's growth, financial complexity and maturity, accounting, financing, budgeting, risk, and other marketplace standards and best practices to ensure the sustainability of the organization.
  • Develop the vision, strategy, and operational plan for all functions in the CFO’s span of control, establishing goals, objectives, policies, and procedures in accordance with the organization’s strategic plan and vision for the financial functions.
  • Steward the day-to-day operations and continuous improvement of the budgeting, finance and accounting, and related operational functions, including ensuring effective internal controls and mechanisms to detect and mitigate risk and protect the organization from asset losses and internal and external fraud.
  • Implement improvements to the systems in place, including tracking of financial outputs with programmatic outcomes using data and analytic reporting tools.
  • Develop and oversee all financial business planning, contracting requirements, and fiscal compliance with federal, state, and local governments as well as foundations, private donors, and partners in the field.
  • Oversee monthly financial reporting, assessment and annual audits, and IRS 990 tax return process including A-133 federal disclosures.
  • Direct all cash flow analysis and forecasting and all project-based, and departmental accounting.
  • Oversee administrative functions including office management, facilities, payroll, and purchasing.


While no one person may embody all of the qualities enumerated below, the ideal candidate will possess many of the following professional and personal abilities, attributes, and experiences:

  • Seasoned and mature leader with at least 12 to 15 years of finance management and supervisory experience administering a program of similar size and scope or larger in a high-growth climate, with preference given to nonprofit experience. Advanced degree such as MBA or designation such as CPA or CFA preferred.
  • Integrity, commitment to transparency and accountability, with demonstrated passion for BDT’s mission and commitment to helping individuals meet their basic needs.
  • Demonstrated experience overseeing complex funding programs and the ability to manage diverse organizational and programmatic performance and accountability indicators.
  • Experience in business case development and budget preparation for multi-year, multi-million-dollar grant applications.
  • Experience working collaboratively to refine and enhance budgeting practices, driving financial planning, and managing organizational change in a highly entrepreneurial setting.
  • Strong analytical skills and experience translating a strategic vision into an operational model that aligns with financial goals, planning, and analysis. Ability to drive decisions in a quickly evolving, dynamic environment.
  • Experience with Pay-For-Success contracting or commitment to quickly coming up to speed and developing innovative funding models preferred.
  • Excellent communication and organizational skills. Demonstrated resourcefulness in setting priorities, proposing new ways of creating efficiencies, and guiding financial investment in people and systems.
  • Excellent management and facilitation skills with a coaching orientation. Exceptional influencing, interpersonal, and motivational skills with experience collaborating in a multi-disciplinary, diverse, and dynamic team.
  • Demonstrated complex auditing experience, particularly around A-133 financial disclosures a plus.
  • Unwavering commitment to quality programs and excellence in strategic, organizational, and budgetary management.
  • Experience overseeing various administrative functions including Legal and Risk Management.


For more information about Benefits Data Trust, please visit:

This search is being led by Linh Nguyen and Rachel Burgoyne of NPAG. Candidates may submit their cover letter, outlining their interest and qualifications, along with their resume via NPAG’s website.

Benefits Data Trust is an Equal Opportunity Employer. Candidates of all backgrounds are encouraged to apply.

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