Details

Jeff Dunkle
, CFO, Convivial Communities

Executive Summary

Jeff brings more than two decades of senior leadership experience in financial operations, healthcare management, and information technology within continuing care retirement communities (CCRCs). Known for his analytical insight and calm, strategic approach, he has a track record of driving financial performance, ensuring regulatory compliance, and strengthening operational efficiencies across diverse organizations. His experience spans both for-profit and not-for-profit sectors, where he has successfully led teams, managed sophisticated budgets, and guided organizations through large-scale capital projects and recovery efforts.

Financial and Operational Leadership

• Spearheaded all financial activities across multiple entities as Vice President of Finance, including oversight of capital expenditures, FEMA and insurance filings post-Hurricane, and coordination with bond agencies to maintain covenant compliance
• Managed day-to-day accounting operations for a large senior living community, leading a dedicated team, conducting state and federal reporting, and overseeing annual audits
• Played a key role in refinancing existing debt and securing additional funding to support liquidity and capital needs during his tenure as CFO at Wesley Enhanced Living
• Implemented IT upgrades and process improvements that enhanced performance, cybersecurity, and reporting capabilities across multiple departments
• Regularly represented organizations in board and committee meetings, contributing financial guidance and strategic insight at the highest levels

Achievements

• Bachelor of Science in Accounting, Rowan University
• Over 20 years of leadership experience in senior living finance and operations
• Led system-wide efficiencies and recovery efforts during natural disaster impact
• Managed multi-corporation financial reporting, budgeting, and audit processes

Areas of Expertise

• Managerial finance and financial reporting
• Budget development and analysis
• Regulatory compliance and audit readiness
• Capital project oversight and debt financing
• IT systems integration and infrastructure improvement
• Resident and board communications