Financial Reporting Director - Fully Remote

Description

The Financial Reporting Director will be responsible for overseeing the preparation and delivery of accurate and timely financial reports in accordance with company policies and applicable accounting standards. The ideal candidate will possess strong technical knowledge in financial reporting and analysis, keen attention to detail, and the ability to work cross-functionally with various departments. This role is integral to ensuring compliance, transparency, and effective decision-making for the company's financial operations.  This is a fully remote role open to candidates in the following states: AZ, DC, FL, IL, MA, MI, MT, NC, NM, NV, SC, TN, TX, UT, VA, WV.

ESSENTIAL FUNCTIONS:

•  Financial Reporting: Lead the preparation and consolidation of monthly, quarterly, and annual financial statements, ensuring compliance with GAAP (Generally Accepted Accounting Principles) and relevant reporting standards.
•  Internal Controls & Compliance: Develop and maintain internal controls over financial reporting to ensure accuracy, completeness, and compliance with regulatory requirements.
•  Financial Analysis: Analyze financial performance, variances, and trends. Prepare detailed reports and presentations for management, highlighting key financial insights and actionable recommendations. Review and document MD&A. 
•  Management Reporting: Prepare and present internal financial reports for senior management, highlighting key performance metrics, profitability analysis, and cash flow projections.
•  Budgeting and Forecasting Support: Assist in the preparation of the company’s annual budget and ongoing forecasting, ensuring that financial results are aligned with strategic goals.
•  System and Process Improvement: Identify and implement process improvements in financial reporting systems and tools to increase efficiency and accuracy.
•  Ad-hoc Reporting: Provide ad-hoc financial reports and analysis as requested by management or other stakeholders.

Requirements

 Required:

• Bachelor’s degree in Accounting, Finance, or a related field, or any combination of academic education and professional training and development along with applied work experience that demonstrates the ability to successfully perform the essential functions of the position.
• CPA or similar professional certification preferred.
• 7 years of experience in financial reporting or a related role, ideally in a private company or corporate setting.
• Strong understanding of GAAP, financial reporting regulations, and internal controls.
• PC Proficient with good knowledge of Microsoft Office, including Word, Excel, and Outlook, database creation and report generation.
• Legal eligibility to work in the United States without sponsorship now or in the future.

Remote Work Requirements:

• High-speed internet connection
• A dedicated and quiet workspace
• Strong ability to maintain focus in a non-office environment

Compensation / Benefits:

• Fully remote full-time position working Monday – Friday with a competitive pay range- depending on relevant work experience. Tech stipend available for remote workers.
• Eligible to participate in company medical, dental, vision, life insurance, and company-paid short-term disability benefit programs on the first of the month following 30 days of employment if a 30-hour work week is consistently maintained.
• Eligible to participate in our 401(k) program with up to 4% company match on the first of the month following 2 months of employment.

Balance Health provides equal employment opportunities to all qualified applicants and employees without regard to any legally protected classes, including, but not limited to age, gender, gender identity, genetic information, marital status, medical condition, mental/physical disability, national origin, pregnancy, race/color, religion, sexual orientation, or military/veteran status. If an offer of employment is extended and a candidate hired, proof of authorization to work in the US and/or U.S. citizenship must be provided.

PHYSICAL DEMANDS/ ENVIRONMENTAL FACTORS: 

This job description is not designed to cover or contain a comprehensive listing of duties or responsibilities that are required of the employee. Balance Health is proud to commit to an equal opportunity workplace, regardless of race, color, religion, sex, sexual orientation, ender identity, ancestry, citizenship, national origin, marital status, veteran status or disability. If you have a disability or special need that requires accommodation, please let us know.• While performing the duties of this job, the employee is regularly required to sit; use hands for fine manipulation; and talk or hear.• Prolonged periods of sitting at a desk and working on a computer• Specific vision abilities required by this job include close vision, distance vision and depth perception

AMERICAN WITH DISABILITIES ACT (ADA) SPECIFICATIONS:

Qualified individuals with disabilities may make a request for reasonable accommodation to the Director of Human Resources.  Upon receipt of an accommodation request, the Director of Human Resources will meet with the requesting individual to discuss and identify the precise limitations resulting from the disability and the potential accommodation that might help overcome those limitations. The Director of Human Resources in conjunction with a medical review (and, if necessary, other appropriate management representatives) will determine the feasibility of the requested accommodation and the impact on the business operation.  The Director of Human Resources will inform the qualified individual of the decision of the accommodation request or how to make the accommodation.  Balance Health provides equal employment opportunities to all qualified applicants and employees without regard to any legally protected classes, including, but not limited to age, gender, gender identity, genetic information, marital status, medical condition, mental/physical disability, national origin, pregnancy, race/color, religion, sexual orientation, or military/veteran status. If an offer of employment is made, proof of authorization to work in the US and/or U.S. citizenship must be provided during first day of employment. NOTE: This job description is not intended to be all-inclusive. It is intended to describe the general nature and level of work being performed by the employee assigned to this position.? An employee may be required to perform other related duties as assigned to meet the ongoing needs of the organization.  This job description is subject to change as the needs and requirements of the job change.