Director of Finance - Full-time - Eugene, OR
Administration – Accounting
Title: Director of Finance
FLSA Status: Full Time, Exempt
Reports to: CEO
The Director of Finance oversees, manages, and administers all aspects of accounting, finance, financial reporting, business analytics, internal controls, financial management, asset management, and patient services billing, as well as supervises and manages staff within the Finance and Accounting department. This position oversees all financial aspects of organization and drives the overall financial strategy and planning, as well provides assessment of the financial performance of the company, possible risks, and investments. The Director of Finance is responsible for making value out of data and can analyze, interpret and put the findings to use.
Essential Duties and Responsibilities
- Identify the flow of information through the business cycles, take measures to completely and accurately capture data.
- Partner with operations on revenue cycle management; accountability to review key data metrics and make business decisions based on projections.
- Lead patient financial services and ensure accurate patient payments.
- Oversee and lead annual budgeting and planning process in conjunction with the CEO and leadership team members; administer and review all financial plans and budgets; monitor progress and changes and keep leadership team abreast of the organization’s financial status.
- Responsible for performing financial and predictive analytics and structures the data accordingly.
- Translate business needs into realistic functional specifications and solutions.
- Manage and develop automated and standardized reporting solutions to predict trends, develop strategy, and evaluate organizational performance. Analyze current and past trends in key performance indicators including all areas of revenue, cost of services, expenses, and capital expenditures.
- Prepare in-depth statistical analyses, reporting results and offering insights and/or solutions to the leadership team.
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.
- Manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools.
- Provide quarterly and monthly financial reports, including P & L’s to all health centers and departments.
- Implement and work with dashboard reports.
- Improve performance by evaluating processes to drive efficiencies and understand ROI.
- Develop financial models and analyses to support strategic initiatives.
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
- Oversee all audit and internal control operations.
- Ensure regulatory compliance with current not-for-profit requirements.
- File charitable and corporate tax returns.
- Support leadership team and departments with in-depth analysis.
- Effectively communicate and present critical financial matters to Board of Directors and leadership team.
- Support Ad-Hoc Reporting and analysis of trends.
- Actively participate in affiliate’s accreditation process.
- Supervision of Business Analyst and Staff Accountant.
- Maintain confidentiality at all times.
- Other duties as assigned.
Responsibilities to the organization:
- Serve as a reliable professional with broad knowledge of all accounting, financial and business principles.
- Obtain a deep understanding of operational processes and then build systems to accurately and effectively capture necessary and useful data points.
- Work cooperatively and constructively with co-workers, supervisors, volunteers and other representatives within the organization as well as external customers.
- Exhibit flexibility and adapt well to change.
- Excellent communication skills.
- Demonstrate accountability and initiative with work assignments and work relationships.
- Operate within the policies and procedures of Planned Parenthood of Southwestern Oregon.
- Directs behavior to emphasize the achievement of organization goals and core values.
- Support the mission and philosophy of Planned Parenthood.
- Deliver services in a manner that provides objectivity and supports the entirety of services provided by Planned Parenthood of Southwestern Oregon.
- Supervises accounting and analyst positions, as required.
- The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education and/or Experience
- Bachelor’s degree in Accounting or Finance is required, MBA and/or a CPA is preferred.
- 5-7 years of accounting and financial analysis and forecasting experience required.
- Knowledge of finance, accounting, budgeting, cost control principles and Generally Accepted Accounting Principles for non-profit organizations.
- Ability to translate financial concepts to colleagues who do not have finance backgrounds.
- Ability to strategically analyze and plan for changes in financial conditions, risk profiles, and emerging trends.
- Proficient computer skills, including proficiency with MS Office and financial management software.
- Proven experience as Director of Finance or similar role.
- In-depth knowledge of corporate finance and accounting principles, laws and best practices.
- Solid knowledge of financial analysis and forecasting.
- An analytical mind with a strategic ability.
- Excellent follow-up and tracking skills in addition to the ability to prioritize and manage multiple projects.
- Outstanding communication and interpersonal abilities.
- Attention to detail, exceptional accuracy, effective multi-tasking skills, and composure under pressure.
- Demonstrated excellence in customer service.
Specific Job Skills and Requirements:
- CUSTOMER SERVICE: Demonstrates concern for meeting internal and external customer needs in a manner that provides satisfaction. Understands and finds solutions within the limits of what is available. Can solve problems with minimal disruption. Communicates openly and directly. Able to change communication style according to the needs of the audience and the situation.
- COMMUNICATION: Exceptional verbal and written communication skills. Ability to relay complex and complicated information and directions in a manner that is easily understandable in both written and verbal format by the average person without expertise in healthcare. Requires the effective use of negotiation skills.
- TEAMWORK: Able to gain cooperation from others and work collaboratively toward solutions which generally benefit all involved parties. Proactively identifies opportunities to assist others and ensures that information is communicated accurately and timely to all necessary parties. Behaves honestly and ethically. Communicates openly and directly. Able to change communication style according to the needs of the audience and the situation.
- PROBLEM SOLVING: Able to see all aspects of a situation and present solutions.
- DECISION MAKING: Demonstrates good decision-making, problem-solving and independent judgment skills
- PLANNING AND ORGANIZING: Establishes a systematic course of action to accomplish specific objectives. Determines priorities and uses time effectively. Completes the workload required of the position. Able to change priorities according to the work load and asks for assistance as appropriate. Requires independent judgment, and ability to work effectively under pressure due to competing job demands.
- ACHIEVEMENT ORIENTATION: Self-starting. Independently demonstrates a desire to set and meet objectives, to find a better or more efficient way to do things, and to compete against a self-defined standard of excellence.
- EXPERTISE (Technical or Procedural): Possesses specialized knowledge or skills to accomplish a result. Picks up on technical things quickly; is good at learning new skills. Candidate is often referred to as a quick learner.
- ATTENTION TO DETAIL: Thorough in accomplishing a task. Accurately completes all areas involved no matter how small.
- SPECIAL REQUIREMENTS: Ability to maintain confidentiality of all PPSO business and activities, on and off of the job. Data entry skills and understanding of business office procedures. Must be able to travel for local errands, required agency meetings and to continuing education opportunities.
- TECHNOLOGY: Proficient use of computer technology including windows-based programs and practice management software including windows based programs and practice management software.
During peak activity periods work in excess of 8 hours per day and/or 40 hours per week. Job will involve evening hours and possibly weekend hours as well as early morning meetings.