Chief Financial Officer (CFO) – Broadmead

January 29, 2021

LeadingAge New Jersey & Delaware is posting this job position on behalf of Deffet Group Inc, who has been retained by Broadmead to conduct a search for Chief Financial Officer (CFO).

Officer Opportunity

Deffet Group, Inc. is pleased to have been retained by Broadmead to conduct an executive search for Chief Financial Officer (CFO).

Broadmead, Inc. is a not-for-profit Life Plan Community situated on a beautiful 94-acre campus just 17 miles from Baltimore, Maryland. The vibrant and pioneering community offers the full continuum of care, ranging from garden-style and open concept independent living choices to new luxury apartments, assisted living, memory support assisted living, and both short- and long-term healthcare and rehabilitative services. Broadmead is guided in its philosophy and practices by the principles of the Religious Society of Friends, or Quakers. The Quaker values speak to a capacity for love, concern for one another, personal integrity, an appreciation for the simple things in life, and the belief that “there is that of God in everyone.” Broadmead is committed to diversity and inclusion and is home to approximately 500 residents from all walks of life. Annual revenue is $30 million and the organization is also in the process of an $80 million repositioning to enhance and expand the resident population and all levels of care.


The role of the CFO is to lead a team of professionals in implementing and managing the Finance and Information Technology functions of Broadmead, Inc. and its affiliated organizations. Reporting to the CEO, the CFO’s oversight includes all accounting practices, management of the budget process, preparation of financial reports, tax filings, cost reports and facilitation, and contracting for and maintenance of the corporations’ insurance programs and coordination of the audit process. The CFO directs the financial strategy, forecasting, and planning in consultation with department directors, affiliate leadership, and the Broadmead Executive Leadership Team. The focus of this position is to analyze and report on trends, opportunities, and concerns regarding the financial wellbeing and growth potential of the organization. The CFO shall also serve as the Treasurer of Broadmead, Inc. and will support the Broadmead Finance and Investment Committee.

The ideal candidate for this position will have a minimum of ten years of related progressive finance experience in a faith-centered giving and/or CCRC living environment. (S)he will have a comprehensive knowledge of finance reporting and strategies and a demonstrated ability to establish, achieve and exceed strategic goals. (S)he will have a Bachelor’s degree in Accounting, Finance, and/or a related discipline from an accredited college or university. A CPA, CMA, or MBA in Finance is required.

Candidate nominations or expressions of personal interest may be directed in confidence to Dan Deffet, Managing Partner, Deffet Group, Inc., via email: