Director of Finance
The Director of Finance position is a vital role in our organization and we are looking for the right person to continue our momentum forward.
How your success will be measured
To be successful in this results-based role as the Director of Finance reporting directly to the Executive Director, you will:
- Work closely with all departments to maintain the financial health of the organization through sound decision making, strong communication with the Executive Director and informed recommendations.
- Oversee financial operations, set goals and metrics, and design a framework for these to be met.
- Work with all department Directors to ensure collaboration for smooth processes and systems to be used for P&L and departmental budgets
- Manage all paperwork and organization that ties to finances to run The WELL’s daily operations.
- Manage current processes while creating and implementing sustainable processes to manage growth and improvement.
As part of this role, you will also…
- Oversee financial operations, set goals and objectives and design a framework for these to be met.
- Work with the Executive Director and Board of Directors to create and maintain the agency’s annual budget.
- Maintain and oversee agency bank accounts.
- Conduct accounts payable activities.
- Prepare all month-end and year-end reports. Provide financial reports and interpret financial information to the Executive Director and Board of Directors while recommending further courses of action.
- Prepare and maintain Board of Directors meeting materials and act as Board Secretary.
- Conduct reviews and evaluations for cost-reduction opportunities.
- Prepare documentation for yearly financial audit and assist auditors as needed.
- Maintain accounting software for agency.
- Maintain insurance records of the corporation and keep policies current and appropriate.
- Track employee retirement benefits.
- Maintain and distribute cafeteria plan withholding and payments. ??
- Maintain and distribute reimbursements for employees.
- Prepare and distribute tax reports and unemployment reporting.
Qualifications & Strengths:
- Bachelor’s Degree in Business Administration, Finance, or Accounting required. Master’s Degree preferred.
- Two years minimum experience in bookkeeping, QuickBooks Online, and Microsoft Office.
- Exceptional ability in verbal and written communication.
- Highly organized, conscientious and accountable for accuracy and timeliness.
- Prior experience in managing individuals and teams.
- Adaptable when organizational change is implemented.
- Willingness to learn and grow.
- Ability to work well with all team members and to represent The WELL in a highly professional manner at all times.
- MUST be disciplined to check your own work and demonstrate stellar attention to detail.
- MUST be able to exercise independent judgment and make sound decisions.
- MUST be exceptionally organized — and yet also able to improvise, pivot on a dime, and brainstorm new solutions as needed.
- MUST be a proactive and motivated individual.
- MUST have a reasonably flexible schedule that would allow for some work on evenings and weekends as needed to accomplish time sensitive tasks
Job Type: Full-time
Salary: $56,300.00 – $65,000.00 per year
*All salaries are calculated with our wage matrix using: years of experience, education, and other credentials. We utilize a wage matrix to provide a systematic and fair approach to salary determination, promoting transparency and reduces salary disparities for current and future team members.