What are the responsibilities and job description for the Finance Director position at Brown County Oral Health Partnership?
Benefits:
- 401(k)
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Flexible schedule
- Free food & snacks
- Health insurance
- Paid time off
- Profit sharing
- Training & development
- Vision insurance
- Wellness resources
Join a dedicated and passionate team at the Oral Health Partnership (OHP), a 501(c)(3) nonprofit providing essential dental care to children in need. Our mission is to improve the lives of our community's children through access to excellent oral health services and education. To help us achieve this goal, we are seeking an experienced and motivated Finance Director to oversee all financial aspects of our organization.
Purpose Statement: The Finance Director serves as a key strategic partner, providing insightful financial analysis to guide high-level decisions and ensure the organization's fiscal health. This role oversees and performs all functions of the full-cycle accounting process in compliance with GAAP including accounts receivable, accounts payable, payroll, and the preparation of journal entries and financial statements. The Finance Director is responsible for managing the annual budget of approximately $6 million, grant maintenance, data analysis, and other critical accounting functions. Working collaboratively with the Executive Director and OHP committees, the Finance Director helps determine budgetary needs, supports effective budget management, and maintains robust internal controls to drive organizational success.
Key Responsibilities:
Leadership and Influence
- Collaborate with the Executive Director and organizational leaders to align financial strategies with overall goals.
- Communicate effectively to drive change and foster improvements across the organization.
- Act as a self-starter who can operate independently with minimal direction.
- Leverage leadership experience to influence the strategic direction of the organization.
Accounts Management and Payroll
- Manage accounts receivable by recording monthly provider production revenue, recording Medicaid cash receipts and donation receipts, timely submission of monthly state grant expenses, and reconciling accounts receivable balances.
- Process accounts payable by reviewing vendor invoices for accuracy, charging expenses to appropriate accounts, and invoice entry and payment in the Bill.com system.
- Maintain appropriate balances in individual bank accounts, reconcile bank and credit card accounts at month-end, and make transfers of funds when necessary.
- Accurate matching of bank and credit card transactions to the appropriate deposit and expense transactions.
- Analyze account information and make adjusting journal entries as necessary to match revenues and expenses to the accounting period in which they occur.
- Manage fixed asset accounts, including tracking acquisitions, ensuring accurate depreciation calculations, and maintaining detailed records to support financial reporting and compliance.
- Process payroll bi-weekly using ADP Payroll Services and summarize and enter monthly payroll transactions into the accounting system.
Financial Reporting
- Summarize current financial status by completing month-end close processes, preparing balance sheets, profit and loss statements, and other financial or non-financial reports as needed.
- Prepare the monthly financial presentation for the board, and coordinate with the Board Treasurer to present monthly financial statements and resolve any discrepancies.
- Collect, analyze, and summarize various quality and clinical metrics and update the OHP Dashboard monthly.
Budget and Audit Management
- Prepare and maintain the budget files, work closely with OHP committees to determine annual budget needs, and manage the annual budget with the OHP Finance Committee.
- Manage the annual audit by an external auditor, maintain records required annually by the auditors, and review audited financial statements and tax returns.
Grants and Financial Insights
- Assist with the procurement of grants as needed, manage the funds from grants, report grant activity and balances to the Executive Director, Fund Development Director, and others as needed monthly.
- Accurately categorize and track expenses related to specific grants.
- Investigate financial decisions or purchasing changes to improve OHP's financial performance and provide financial insight to the Finance Committee, Executive Committee, and Board of Directors.
Stakeholder Engagement and Compliance
- Attend OHP Finance Committee meetings, track all data in compliance with financial obligations, review cash investments, assist with establishing meeting agendas, and work with the Treasurer to establish financial goals for the year.
- Educate and train staff on necessary financial matters.
Professional Development
- Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
Reporting Structure:
- Reports To: Executive Director
- Direct Reports: None
- Peers: HR Director, Dental Director, Community Dental Health Director
Employment Type: Full-time, Salary, Exempt
Qualifications:
- Bachelor's degree in accounting or finance from an accredited university, or related experience.
- At least five years of experience in accounting or finance, with a proven record of accomplishment in financial reporting, financial analysis, budgeting, working with auditors, and grant management.
- Excellent interpersonal, leadership, communication, and problem-solving skills that will drive change with an organization.
- Proficient in QuickBooks, Microsoft Office with a focus on Excel, Bill.com, and ADP Timekeeping and Run or similar systems.
This is a full-time position (32 – 40 hours per week) with a competitive salary and benefits package. Join us in making a huge difference in the greater Green Bay community by improving children's oral health! Learn more about our values and program at www.smilegb.org.
Equal Opportunity Employer
