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Director of Finance

Finance | Petaluma, CA | Full Time

Job Description

ABOUT US

Redwood Community Health Coalition (RCHC) is a small non-profit organization based in beautiful Petaluma, California. Although RCHC has a staff of only twenty, our work serves to strengthen the capacity of our members, a network of 16 independent health centers, to serve over 230,000 patients.  Our mission is to improve access to, and the quality of care provided, for under-served and uninsured people in Napa, Sonoma, Marin and Yolo Counties.

POSITION SUMMARY

RCHC has an annual operational budget of $5 million and is largely grant funded. The Director of Finance oversees the financial/accounting and business operations of the organization. individual will play a critical role on the senior leadership team in strategic direction and decision-making. In addition, the individual will have regular, hands-on accounting duties. The successful candidate will be forward thinking, analytical, and growth oriented as well as a participative manager. This position will lead and oversee the staff accountant and consultants in the following areas: business planning, finance and accounting, and compliance.

ESSENTIAL DUTIES

The essential functions listed are typical examples of work performed by positions in this job classification. They are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Employees may perform other duties as assigned.

ORGANIZATIONAL 

  • Active member of the Senior Leadership Team
  • Develop and implement overall business and finance strategy including managing budget, fund development, contracts and grants.
  • Work with the CEO to provide staff support and guidance to the Board and Membership
  • Lead and oversee RCHC compliance functions.

FINANCIAL MANAGEMENT

  • Develop and update forward thinking business and finance strategies for the organization. Create and implement tactical plans and procedures.
  • Lead and oversee annual budgeting and planning process, in conjunction with CEO, fiscal staff, and program staff. Manage the organization’s budget and grants throughout the year, including making adjustments for new and ending grants.  Maximizing grant billing.
  • Administer and review all financial plans and budgets; monitor progress and changes, and  keep senior leadership team abreast of the organization’s financial status.
  • Manage organizational cash flow and forecasting.
  • Assist with fund development and grants seeking.
  • Responsible for overall accounting processes and staff including daily data entry, AP, AR, monitoring of cash flow, and monthly financial preparation and reporting.
  • Fill in for accountant during periods of time off, including performing transactional processes to ensure day-to-day operations stay current.  Work with CEO during these times to ensure internal controls are maintained  
    1. Ensure the integrity of accounting information by recording, verifying, consolidating and entering transactions.
    2. Prepare and record asset, liability, revenue and expense entries by compiling and analyzing account information.
    3. Maintains and balances subsidiary accounts by verifying, allocating, posting and reconciling transactions and resolving discrepancies
  • Create, analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials and oversee all financial, project/program and grants accounting
  • Coordinate and lead the annual audit process, liaise with external auditors; assess any changes necessary
  • Implement a robust grant and financial management and reporting system; ensure that the contract billing and collection schedule is adhered to and that financial data are steady and support operational requirements
  • Oversee contracting and procurement processes. Ensure annual tracking and updating of contracts and business agreements, including business associate agreements and data sharing agreements.
  • Update and implement all necessary business policies and accounting practices; update and maintain the finance department’s overall policy and procedure manual.
  • Effectively communicate and present the critical financial matters to the Board of Directors. Coordinate and lead the Finance Committee of the Board of Directors.
  • Educate program managers on budget and processes to facilitate their ability to manage their program budgets.
  • As requested, research and analyze emerging financial or and operational issues relevant to health centers and the changing healthcare system that arise in member meetings or committees and lead group discussions.

SUPERVISORY

  • Supervises accounting staff

 ADDITIONAL DUTIES

  • Lead, participate or perform other duties and projects as requested
  • Assist others in the organization as requested
  • Participate in organization-wide meetings, committees, and initiatives

POSITION REQUIREMENTS

  • 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

 EDUCATION/EXPERIENCE

  • Bachelor’s degree in Finance, Accounting, or Business required; Master’s Degree in Business Administration preferred.
  • Minimum of five years of experience creating and managing a budget process required.
  • Experience in managing the financial aspects of multiple simultaneous federal, state and foundation grants required.
  • Experience overseeing the quality and content of all financial data required.   
  • Prior hands-on accounting experience required.  Quickbooks experience preferred.
  • Experience coordinating an audit for multiple divisions or programs in a non-profit organization preferred.
  • Experience working in a health-related business or a non-profit preferred.
  • Experience and skills in board relations and governance preferred.

 KNOWLEDGE

  • Working knowledge of business, budgeting, and accounting principles.
  • Strong working knowledge of grant administration and management.
  • Working knowledge of contract negotiation and risk management.
  • Advanced computer literacy including Microsoft Office programs (Excel, Outlook), QuickBooks, and grants management software required.

 SKILLS

  • Business expertise – strong financial management and business skills; experience with contracts and grants management
  • Ability to identify administrative and financial issues, research and analyze options and best practices, and make recommendations for moving forward.
  • Ability to translate financial concepts to, and to effectively collaborate with, program colleagues who lack finance backgrounds.
  • Excellent verbal and written communication skills with the ability to build relationships and prioritize, negotiate, and work with a variety of internal and external stakeholders
  • Ability to multi-task and perform in a fast-paced environment

 QUALITIES

  • Problem Solver -- Intelligent, results-oriented, analytical, persuasive and influential, energetic and motivating
  • Integrity – take responsibility and be accountable for all actions, model positive actions at all times
  • Emotional Intelligence – transparent, empathetic, respectful, inclusionary, conscientious
  • Project Management - Completes projects on time and within budget
  • Active listener – reflective, relationship-focused, open to divergent options
  • Collaborative - Ability to effectively manage relationships, consensus builder, strong facilitator, listen and respond effectively to members and Board as well as internal staff.
  • Innovative – embraces change and is creative - thinks outside the box

 OTHER

  • Travel required for meetings or conferences
  • Automobile and valid driver’s license preferred or the ability to get to various work sites

 WORKING CONDITIONS

  • Work is performed in a typical office environment as well as outside locations including member health centers, government buildings, and community venues
  • Currently, due to COVID-19, most staff are working remotely and limited on-site work is performed. Candidate must be in a location where it is possible to access high-speed internet to perform the work remotely.  When Shelter-at-Home Orders are lifted, staff will be expected to return to work in the Petaluma Office.

PHYSICAL REQUIREMENTS

  • Ability to sit for long periods
  • Frequent standing, walking, travel
  • Hand and wrist dexterity to utilize computer and office equipment.
  • Vision, hearing, and speaking required to use a computer, phone, read, and interact with members, staff and partners
  • Occasional stoop, reach, lift (up to 20 pounds), bend, etc.

For consideration please submit your interest by January 25, 2021. 

This position will be remain open until filled.

RCHC is an “at-will” and equal opportunity employer. Applicants and employees shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, mental or physical disability, sexual orientation, gender (including pregnancy and gender expression) identity, color, marital status, veteran status, medical condition, or any other classification protected by federal, state, or local law or ordinance. Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process.