What are the responsibilities and job description for the Director of Finance, Planning & Analysis position at Public Health Institute?
Position Summary
SUMMARY :
The Director of Finance, Planning & Analysis is a proactive individual responsible for ensuring coordinated, responsive, and effective communication and processes within the Finance Department and between Finance and other Central Administrative functions or PI / PD’s (program Investigators / Program Directors). This position provides monthly, annual and ad hoc financial analysis to support the Chief Financial Officer (CFO). The Director of Finance, Planning & Analysis directly supervises the Accounts Payable team and indirectly other finance team members in conjunction with the Director of Accounting. This position is responsible for the timely and accurate financial planning and analysis package after the close of each accounting period (month, quarter and year) and the payment of vendors including by check, ACH and wire transfer.
The Director of Finance, Planning & Analysis reports to the CFO directly.
This is a regular full-time remote position. Candidates in the United States are welcome to apply and will be considered, but candidates based in California are strongly preferred. The incumbent is required to work during the core business hours for the Pacific Time zone.
Occasional travel to attend in-person conferences / meetings or participate in other activities in and outside California is required.
Employment Type : Full Time.
Full salary range for this position : $144,278 to $225,289 per year. The typical hiring range for this position is from $144,278 (minimum) to $184,784 (midpoint), based on 100% FTE. The starting salary is determined based on the candidate’s knowledge, skills, experience, as well as budget availability.
Essential Duties & Responsibilities include the following :
Financial Operations
- In coordination with the CFO and Director of Accounting, serve as the main point of contact for addressing inquiries and questions related to finance operations.
- Work with key stakeholders to identify workflow and process improvements within finance and between finance and other Central Admin functions; lead implementation of identified solutions.
- Leverage PeopleSoft to continue to support delivery of operational excellence with a focus on efficient processes and opportunities to streamline payment transactions.
- Serve as a Finance lead for Finance Administration Network (FAN) meetings.
- Provide monthly, annual and ad hoc analysis and reporting with a focus on tracking related to PHI’s indirect cost rate.
- Analyze and monitor indirect cost pools after the month end close and recommend necessary actions to the CFO.
- Monitor and perform indirect cost pool financial analysis and ensure allocations across indirect cost pools are in compliance with Uniform Guidance and the cost allocation plan.
- Provide support to the CFO on reports for Executive Management and the Board of Directors.
- Responsible for reporting on and monitoring key finance and finance operations metrics.
- Support CFO in the development and tracking of departmental Central Admin budgets.
- Share Responsibility with the Director of Accounting for ensuring that key finance functions are documented, reviewed, and updated.
- Ensure a timely close of the accounts payable module as part of the month end closing process.
- Support the CFO in engaging the board of directors around issues and trends regarding the organization’s financial status and fiscal operations by developing financial planning and analysis, both regular and ad hoc.
- Work closely with PI / PD’s and senior management to identify workflow and process improvements and drive implementation PHI-wide.
Supervision and Team Leadership
Accounts Payable
Finance Tasks
Leases
Other
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
Minimum Qualifications
10 years of progressively responsible experience in accounting or finance with experience directing the accounting and / or finance functions.
Other Qualifications
FAIR LABOR STANDARDS ACT (FLSA) STATUS
This position is classified as exempt based on the job duties. However, based on the FTE, salary level of the employee, or federal / state / local laws, the employee may be classified as nonexempt.
EEO Statement
The Public Health Institute is committed to a policy that provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and to make all employment decisions so as to further this principle of equal employment opportunity. To this end, the PHI will not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and will take affirmative action to ensure that applicants are offered employment and employees are treated during employment without regard to these characteristics.
Salary : $144,278 - $225,289
