Chief Financial Officer

Based in Evanston Illinois Mather is a unique non-denominational not-for-profit organization founded in 1941. Dedicated to creating Ways to Age WellSM Mather develops programs places and residences for todays young at-heart older adults. Mather has received more than 375 awards for innovation research design and culture including national certification as a Great Place to Work.

Mather has three areas of service (divisions) including luxury for-profit and not-for-profit wellness-focused communities for older adults; community-based programs serving the 50 market in under-resourced communities in the Chicagoland area; and Mather Institute an internationally known translational research institute focused on wellness. Mather currently serves 180000 older adults and anticipates significantly growing the number of older adults served over the next several years. Mather is a well-capitalized company having investments approaching $1 billion and no third party debt.

Focused on redefining aging Mather embraces research and innovation to enhance wellspan and longevity. The organizations commitment to wellness is reflected through design programs and experiences for customers and team members.

This retained search is led by Korn Ferrys executive search consultants Jon Sammons and Jhaymee Tynan. To express interest or nominate a candidate please contact Korn Ferry at .

Key Pointers:

Key properties include The Mather in Evanston Illinois; Splendido at Rancho Vistoso in Tucson Arizona; Mather Place in Wilmette Illinois; and a $500 million new development The Mather in Tysons Virginia.

Leadership is headed by President and CEO Mary Leary a nationally recognized executive in the senior living/wellness sectors. The organizations Possibilities Team (executive team) includes experienced leaders in finance development/design people operations sales and marketing research strategic initiatives and risk management supported by a diverse board with representatives from companies/organizations including JLL Hyatt Johns Hopkins and Tribune Publishing.

Mather has earned more than 375 awards for excellence in wellness architecture innovation and team member satisfaction. Its communities are regularly recognized by U.S. News & World Report and Newsweek. Mather is also known as a Great Place to Work. With a strong foundation global vision and commitment to redefining aging Mather leads the way in senior living and wellness innovations.

Purpose of the Position

The purpose of this executive financial leadership role at Mather is to drive the organizations financial vision in alignment with its mission of creating Ways to Age Well. Serving as a strategic partner to the President/CEO Board of Directors and Possibilities Team this position plays a pivotal role in shaping both the long-term direction and day to-day execution of Mathers financial strategies. This includes overseeing Mathers significant investment portfolio evaluating the financial implications of strategic decisions benchmarking against industry standards and ensuring that Mather continues to grow sustainably across its areas of service: Wellness-Focused Communities for older adults Community Initiatives and Mather Institute.

At the heart of this role is a commitment to advancing Mathers strategic growth initiatives. The individual will lead the financial strategy for new development opportunities and acquisitions/affiliations cultivate strong relationships with equity partners financial institutions and rating agencies. This position will also influence capital planning financing structures and debt management to support organizational priorities.

Above all this position exists to ensure Mathers financial vitality while advancing its bold inclusive and impactful mission to transform the experience of aging.

This is a full-time salaried position based at Mathers headquarters in Evanston Illinois. The role requires regular travel to Mathers other locations including Wilmette IL; Tucson AZ; and Tysons VA. Travel may include site visits related to growth participation in leadership meetings and conferences and support for strategic initiatives. Flexibility and a willingness to travel as needed are essential to ensure strong alignment and collaboration across all Mather locations.

Key Responsibilities

• Vision and Strategy: Partner with CEO/President Board of Directors and Possibilities (Executive) Team to shape and drive long- and short-term financial strategies. Evaluate financial impact of strategic initiatives and benchmark performance to industry standards.
• Growth: Collaborate with leadership (CEO/President and SVP Business Development) to expand Mathers Areas of ServiceSenior Living Community Initiatives and Mather Institute. Lead financing for new developments and maintain strong relationships with equity partners and rating agencies.
• Integrity of Financial Reporting & Accounting: Oversee financial audits operating and capital budgets forecasts and tax compliance. Ensure accurate reporting and leverage AI-powered dashboards for data-driven insights.
• Financial Management Controls & Compliance: Ensure strong internal controls and financial policies. Oversee risk management efforts and support the Board Audit Committee. Monitor compliance with federal state and local regulations.
• Growth of Investments: Guide investment strategy in partnership with the Board and CEO/ President. Support the Investment Committee oversee portfolio rebalancing and evaluate performance of investment managers and consultants.
• Treasury Function: Direct cash flow debt management banking relationships and capital planning. Lead financing strategies including bond offerings and rate management.
• Service Excellence Quality & Process Improvement: Champion continuous improvement and quality assurance aligned with Mathers Service Excellence Standards

The Candidate

Qualifications and Skills

Experience and professional qualifications required for the role.

• Masters degree in business administration accounting finance or area relevant to role strongly preferred
• Certified Public Accountant and/or Chartered Financial Analyst a plus.
• Minimum 10 years of experience.
• Experience in luxury hospitality residential real estate or senior living desired. Experience with entrance fee senior living communities helpful.
• Passion for serving as a role model in fostering Mathers core values of being Inclusive Resilient Bold and Impactful.
• Ability to thrive in a dynamic growth environment.
• Excellent verbal and written communication skills.
• Strategic and growth-oriented mindset with experience in helping grow companies and capability to execute tactical initiatives.
• Experience working with a savvy Board Investment Committee and overseeing investment management consultant and investment managers a plus.
• Proven negotiation skills for optimizing relationships with lenders equity partners vendors rating agencies and other stakeholders.
• Track record in conducting due diligence and overseeing integration processes for new development and acquisitions.

Benefits

Mather offers a competitive benefits package.*

Team members are eligible for:

• A generous paid time off (PTO) program including vacation days/personal days sick days and holidays. This is an earn-as-you-go plan that rolls over year to year offering long- and short-term flexibility.
• A 401(k) program with per pay-period employer match and annual employer contribution (available to those age 21 or better)
• Convenient subsidized parking (or public transportation for certain locations)
• Wellness Spending Account: up to $300 available annually for Wellness related expenses such as gym memberships financial planning etc.

Benefits-eligible team members can take advantage of:

• Medical dental and vision plans
• Paid Parental Leave
• Adoption Assistance Reimbursement
• Tuition reimbursement for continuing education
• Extended illness benefits
• Employee wellness programs
• Short- and long-term disability insurance
• Life insurance is available to benefit eligible team members.

*Benefits are subject to change without notice. Benefits details dependent on employment status.

About Mather

Based in Evanston Illinois Mather is a unique non-denominational not-for-profit organization founded in 1941. Dedicated to developing and implementing Ways to Age Well^SM we create programs places and residences for todays young-at-heart older adults. Mather has received a national certification as a Great Place to Work and has been selected as a Nations Best and Brightest in Wellness Award recipient four years in a row.

Mather is an equal opportunity/affirmative action employer committed to an inclusive workforce. Candidates will receive consideration for employment without regard to race color religion sex national origin age disability marital status veteran status sexual orientation genetic information or any other protected characteristic under applicable law.