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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.


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