Director of Finance

About HELP Foundation:

HELP is our passion! For more than 60 years, HELP Foundation has served people with intellectual and developmental disabilities. We provide residential, employment, transportation and day support services for adults and summer enrichment opportunities for children.

What HELP offers our Director of Finance:

• A wide offering of healthcare and voluntary benefits offered as soon as the first of the month following 30 days of employment
• Paid Time-Off (PTO) with an additional 10 paid holidays
• 401(k) plan offering with an immediate fully vested matching program after completion of 6 months of service
• Referral bonuses paid after the referred employee completes 90 days of service
• OnDemand Pay options rather than having to wait for pay day
• Competitive salary

Position Summary: Under general supervision of the Chief Financial Officer (CFO), performs duties related to the function of Director of Finance including coordinating, planning, and reporting on the financial activities of the agency. Must be able to successfully complete all of the functions and competencies associated with this position as well as other duties as they may be assigned.

Essential Job Functions

FINANCIAL DUTIES:

• Overall Financial Statement Preparation:
• Responsible for proper and timely recording of all periodic data to agency accounting software.
• Responsible for the timely production of monthly financial statements prepared in accordance with Generally Accepted Accounting Principles.
• Work with the Accounting Manager to supervise all functions within the finance department.
• Will analyze monthly financial statements and be able to discuss all variances with senior management.
• Responsible for the management of annual external audits for all agency entities.
• Oversee and participate in the monthly reconciliation of all balance sheet accounts for each agency entity.
• Keep the CFO up to date on all aspects of routine financial activity.
• Ensure that all monthly reports are posted to TEAMS at the end of the monthly closing cycle.
• Specified Functional Data Reconciliation:

ACCOUNTS RECEIVABLE / REVENUE CYCLE:

• Has an excellent understanding of the billing processes and revenue streams for each agency program and type of consumer.
• Ensure that cash collections and agency A/R aging remain within acceptable time periods
• Analyze monthly billing reports to identify unusual fluctuations in monthly revenues for all revenue streams across all organizational programs.

ACCOUNTS PAYABLE / EXPENDITURE CYCLE:

• Review daily expenditures with the Accounting Manager to ensure that invoices are posted to the correct fund, program and client code.
• Implement processes that ensure proper cutoff of all month-end expenses.
• Ensures that all required accruals are estimated properly at month end.

PAYROLL CYCLE:

• Has an excellent understanding of the underlying payroll system
• Review and gives final approval for payroll submission to Paylocity each pay period
• Review and approve all payroll journal entries proposed by the Accounting Manager
• Monitor cash outlay for payroll and payroll taxes to ensure sufficient cash is on hand
• Ensures that payroll taxes paid agree to the liabilities recorded in the payroll system

FIXED ASSETS:

• Prepare roll-forward schedules each month
• Determine useful life of all additions for depreciation purposes
• Calculate gain/loss on disposal of fixed assets
• Ensure that all subsidiary fixed-asset modules are current and depreciation is recorded timely
• Monitor CIP and assists Facility Director with accounting for CIP project costs

REVENUE AND EXPENSE:

• Analyze monthly income statement for variances for unidentified discrepancies
• Monitor and track income statement trends on a program-by-program basis
• Prepare income statement KPI analysis and share and discuss information with program managers each month

OTHER ITEMS:

• Monitor program productivity through various reports generated both internally and within billing software
• Monitor and compares monthly service billing to authorizations for all program areas
• Ensure that productivity and Electronic Visit Verification (EVV) reports are prepared timely each week for program review
• Ensure that weekly billing is submitted timely to outside billing service
• Ultimately responsible for ensuring that all services provided are captured by billing processes
• Ensures that individual client fund balances are handled with the utmost level of fiduciary care
• Take the initiative to implement procedural improvements that will further organizational efficiency and fiscal sustainability
• Analyze internal control processes and makes thoughtful suggestions for improvement
• Special projects as requested by the CFO
• Assist with annual budget process
• Supervise and be responsible for the reporting for all finance documentation required for programmatic licensure reviews

SUPERVISION:

• Manage, supervise and collaborate with the Accounting Manager ensure that department functions run smoothly, efficiently and accurately
• Provide clear instructions to staff when outlining process improvements
• Assist staff in developing individual SMART goals to enhance personal skills and organizational function
• Help each staff member develop clearly defined outcome metrics for goal attainment
• Monitor progression on a regular basis through regularly scheduled communications with each staff member
• Update and adjust goals as needed by moving to an outcome-based approach to employee evaluations
• Be receptive to challenges in reaching goals
• Be aware of personal challenges that may affect employee performance from time to time
• Provide guidance, training, and corrective action if necessary
• Monitor Performance Improvement Plans enacted when necessary (not a desired outcome)
• Be a positive influence and a role model for leadership, ethical standards and good work habits for others in the department
• Develop personal leadership skills through education and practice

Other duties or projects as assigned for the benefit of the department and Agency.

• Minimum of bachelor’s degree in Accounting.
• An accounting designation (CMA, CPA) preferred.
• Master’s degree in a related field preferred.
• Minimum of 5-7 years’ accounting experience with at least 3 years in a senior accounting management role.
• Skilled in the application and development of internal controls.
• Prior experience working for a Developmental Disability provider agency preferred.
• Strong interpersonal and communication skills.
• Exceptional analytical and organizational skills.
• Self-motivated and self-directed.
• Ability to work closely with senior management team.
• Must successfully pass a drug test and a background check that includes a BCI and FBI criminal history check
• Advanced proficiency with Excel, Microsoft Office as well as other programs and electronic devices such as computers, iPads, smart phones
• Experience in and adaptability to a variety of agency software platforms will be required.

Americans with Disabilities Specifications

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

HELP Foundation, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.