Find & Apply For Chief Financial Officer Jobs in Plano, Texas

Chief Financial Officer - Senior Living United Legacy Retirement Communities Help Build the Future of a Growing Senior Living Organization United Legacy Retirement Communities is entering an exciting chapter of growth, and we are searching for an exceptional Chief Financial Officer to help lead what comes next. This is not a traditional CFO position focused solely on reporting yesterday's numbers. This is an opportunity to have a meaningful seat at the table, influence the direction of a growing organization, strengthen the performance of an expanding portfolio, and help build the financial infrastructure that will support United Legacy for years to come. As Chief Financial Officer , you will partner directly with executive leadership and ownership to shape strategy across operations, growth, acquisitions, capital planning, and organizational performance. We are looking for a CFO who sees beyond the spreadsheet — someone who can walk into an executive meeting and discuss capital strategy, then sit down with an operational leader and identify what is driving a community's performance. For the right financial executive, this is an opportunity to build, transform, grow, and leave a legacy. The Opportunity United Legacy Retirement Communities is growing, and our next CFO will play an integral role in determining how we grow — and how successfully we operate along the way. You will lead the financial strategy of a multi-community senior living organization while helping create the systems, discipline, visibility, and accountability necessary to support continued expansion.

Your impact will extend across:

Financial strategy and organizational planning Community and portfolio performance Acquisitions and integrations Capital planning and lender relationships Operational turnarounds Financial systems and reporting Leadership development Sustainable portfolio growth This is a highly visible executive leadership position for someone who wants more than stewardship of a finance department. You will help shape the organization. What You'll LeadFinancial Strategy & Executive Leadership Serve as a strategic financial partner to the CEO, ownership, and executive leadership team. Develop and execute financial strategies supporting United Legacy's short- and long-term vision. Lead budgeting, forecasting, capital planning, financial modeling, and performance management. Translate complex financial and operational data into clear recommendations and actionable strategies. Establish reliable reporting, controls, and accountability across the corporate office and community portfolio. Evaluate capital needs, financing opportunities, and investment priorities while protecting liquidity and long-term enterprise value. Community Performance & Operational Improvement Our CFO will not simply report operational performance — you will help improve it. Working closely with operations and community leadership, you will help identify opportunities to strengthen: Occupancy and revenue Labor efficiency and staffing economics Operating margins Purchasing and vendor performance Working capital Cash flow Community-level financial accountability For communities requiring improvement, you will help develop focused performance plans with measurable targets, clear ownership, and consistent follow-through. The objective isn't simply to identify where performance is falling short. It's to understand why and help the organization solve it. Growth, Acquisitions & Integration United Legacy's continued growth creates an extraordinary opportunity for a financial leader who enjoys building. The CFO will play a central role in evaluating and executing acquisitions, new management opportunities, integrations, and future expansion.

Responsibilities will include:

Lead financial due diligence and underwriting. Develop and evaluate acquisition, management, and development pro formas. Perform sensitivity and scenario analysis around potential investments. Assess risks, returns, capital requirements, and operational feasibility. Develop integration plans and track post-close performance. Build scalable financial systems and processes capable of supporting continued portfolio growth. Maintain productive relationships with banks, lenders, investors, auditors, insurance partners, and outside advisors. We aren't interested in growth simply for the sake of becoming larger. We want a CFO who can help United Legacy pursue disciplined, sustainable opportunities that strengthen the organization for the long term. Accounting, Reporting & Risk Management Provide executive oversight of the organization's core financial functions, including: Accounting and financial reporting Treasury and cash management Tax strategy and compliance Audit Payroll Insurance Internal controls Financial systems and analytics Debt compliance and lender reporting Ensure timely and accurate monthly, quarterly, and annual reporting while continuously improving the quality and accessibility of financial information throughout the organization. People Leadership Great organizations are built by great people. Our CFO will build, develop, and lead a finance and accounting function capable of supporting United Legacy through its next stage of growth.

You will:

Recruit, develop, coach, and retain high-performing finance professionals. Establish clear expectations and meaningful accountability. Create scalable processes without unnecessary bureaucracy. Develop strong partnerships with executive leaders, operators, community leadership, and department heads. Make financial information understandable and actionable for non-financial leaders. Remain visible, approachable, and willing to work alongside the team when circumstances require it. We value executives who are willing to roll up their sleeves. Titles matter less than impact. What We're Looking For 10+ years of progressive finance and accounting leadership experience. Previous experience as a CFO, senior finance executive, or comparable financial leader. Demonstrated success improving the financial and operational performance of underperforming businesses, communities, or assets. Experience supporting organizational growth through acquisitions, integrations, new locations, development, or management contracts. Senior housing, assisted living, skilled nursing, healthcare, or another complex multi-site operating environment strongly preferred. Strong knowledge of financial planning and analysis, accounting, cash management, capital structure, lender relations, and internal controls. Experience managing property-level P&Ls, occupancy and rate analysis, labor performance, and consolidated portfolio reporting. Proven ability to lead high-performing teams and collaborate effectively with operators throughout an organization. Bachelor's degree in Accounting, Finance, Business, or a related field required. CPA, MBA, or comparable advanced credential preferred. The Leader Who Will Thrive Here Credentials matter. Leadership style matters just as much. Our next CFO will be strategic enough to see where we're going and hands-on enough to help us get there. You are practical, action-oriented, and comfortable moving between the big picture and the details. You ask thoughtful questions, challenge assumptions respectfully, and bring solutions rather than simply identifying problems. You build trust quickly, communicate clearly, remain composed under pressure, and hold yourself and others accountable. Most importantly, you understand that financial performance in senior living serves a greater purpose. Strong communities allow us to invest in our residents, our employees, our buildings, and the experiences we create every day. Why United Legacy Retirement Communities? There are CFO positions where you inherit a mature system and maintain it. This is something different. This is an opportunity to help build the next generation of United Legacy Retirement Communities. You will have the ability to influence strategy, strengthen communities, develop teams, improve systems, participate in growth opportunities, and help determine how the organization evolves. Your work will be visible. Your voice will matter. Your decisions will have an impact. For an accomplished financial executive looking for the next defining chapter of their career, this could be it. Come help us build something that lasts.

Important Applicant Notice United Legacy Retirement Communities is conducting this search directly. We are not accepting submissions from third-party recruiters, staffing agencies, search firms, or other outside recruiting partners for this position. Unsolicited resumes, candidate profiles, introductions, or referrals submitted by agencies or recruiters will not be considered and will not create any fee obligation. All candidates must apply directly through this job posting and be direct, organic applicants to United Legacy Retirement Communities. Please do not contact United Legacy Retirement Communities leadership, communities, or employees to solicit recruiting or placement services related to this search. United Legacy Retirement Communities is an Equal Opportunity Employer. Qualified applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Application Question(s): Have you previously served as a Chief Financial Officer, VP of Finance, or equivalent senior financial executive? Do you have financial leadership experience within senior living, assisted living, skilled nursing, long-term care, or another multi-site healthcare organization? Have you directly participated in acquisitions, financial due diligence, underwriting, integrations, or post-acquisition financial performance management? Briefly describe a financial or operational turnaround you personally helped lead. What was the challenge, what actions did you take, and what measurable results were achieved? Do you currently hold a CPA, MBA, or other advanced finance/accounting credential? If yes, please specify.

Willingness to travel:

50% (Required)

Work Location:

Hybrid remote in Plano, TX 75026