Children's Health Council (CHC) is dedicated to helping children, teens and their families find the best ways to learn, develop and thrive. We value excellent and caring interdisciplinary practice, responsiveness to community needs, accessibility and professional training. CHC has four divisions: two outpatient mental health clinics (the Community Clinic and the Center at CHC) and two schools (the Esther B. Clark School and Sand Hill School).
The Senior Controller/Finance Director is responsible for establishing, directing and maintaining the accuracy and integrity of CHC’s accounting policies, practices, processes and data across all CHC divisions and for managing general ledger, day-to-day cash and internal controls. S/he provides expert guidance on the financial implications of strategic business decisions. With the Executive Management Team, s/he fulfills the Senior Controller/Finance Director’s fiduciary responsibility to the CHC Board of Directors and to CHC donors by maintaining a system of internal controls and the integrity of financial records. While working largely behind the scenes, the Senior Controller/Finance Director helps shape the vision, long and short-term strategy and financial plans of CHC as part of the Executive Management Team and is critically important to the agency’s operations.
Essential Duties and Responsibilities:
• Establish, administer, control and communicate policies, processes and systems required for effective financial control and which verify the integrity of all systems, processes and data.
• Develop short and long term budgeting process and monitor budget vs. actual expenditures. Review, analyze and interpret financial and budgetary reports.
• Oversee the development and administration of cash and asset management programs.
• Oversee the agency’s risk management programs, maintain insurance broker relationship (for insurance plans other than health and welfare) and all agency insurance policies in a cost-effective manner.
• Assess and report financial and operating results in terms of revenues, expenses, budgets, trends and increased financial opportunities
• Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the agency’s operations and business plans. Create “what-if” scenarios and models and, working collaboratively with other managers, evaluate various business and operating plans for feasibility.
• Develop fiscal and budget communication systems with all programs and departments, which facilitate achievement of agency goals and fiscal stewardship.
• Evaluate and advise on the introduction of new programs/strategies and their impact on long range strategic planning.
• Provide financial reporting to the CEO and the Finance Committee of the Board, as well as other relevant entities.
• In collaboration with Board and management, develop short, medium and long-term financial plans.
• Provide all reports required by governmental regulations.
• Coordinate annual audits.
• Select, develop and evaluate personnel to ensure the efficient operation of the accounting/finance functions. Directly manage members of the group, maximizing their efficiency and productivity. Hold staff accountable for performance and motivate staff to improve performance to better meet business needs.
• Participate in the month-end close process to ensure timely and accurate issuance of financial statements. Perform month-end analysis of financial results against budget and monthly forecasting. Prepare the internal monthly reporting package and financial analytics e.g. monthly financial statements and financial performance reports; board reports; presentations; internal memos.
• Review all major contracts and expenditures to ensure the reasonableness and cost-effectiveness of purchase of service or goods.
• In collaboration with Investment Committee, manage investments.
• Provide ad-hoc reporting and data analysis
• Maintain credibility throughout the agency as an effective problem solver; have the ability to be viewed as approachable and as a mentor to people on financial issues.
• Attend weekly Executive Management meeting(s), monthly Finance Committee meeting and monthly CHC Board of Directors meeting as requested by Executive Director.
• Perform other related duties as required and assigned.
• Proven track record of working proactively and effectively both independently and in a team environment to get results, while striving for continuous improvement of business processes.
• Able to rapidly acquire a hands-on working knowledge of CHC’s complexities and accounting methods.
• Ability to oversee the financial aspects of a diverse environment with multiple, significantly different operating business models.
• Excellent interpersonal skills with an energetic personality and the ability to motivate staff.
• Efficient and organized.
• Able to exercise leadership in changing situations and hold others accountable for results.
• Intelligent, personable, persuasive and results-oriented individual with a high level of motivation and initiative.
• Possess a record of unquestioned personal and professional ethics.
• Have the ability to generate confidence from all audiences.
• Sound business judgment along with a creative approach to crafting solutions to challenging issues.
• Possess excellent oral and written communication skills, including the ability to present fiscal information and reports to Board and other groups, both internally and externally.
• Possess excellent interpersonal skills, including the ability to listen and be responsive to donors, advisors, staff and Board.
• Maintain current knowledge and understanding of accounting and finance regulations, laws, industry trends and practices; ability to establish policies and procedures for compliance. Strong working knowledge of financial management and analysis principles and techniques.
• Have current knowledge about non-profit fund and endowment accounting, gift and grant giving procedures and legislation covering non-profit organizations.
• Experience with Medi-Cal contract negotiation and administration desirable.
• Excellent technical, management and communication skills.
• Proficiency in all Microsoft Office, financial software, and financial analysis tools. Hands-on knowledge and experience with the evaluation and implementation of non-profit fund-accounting general ledger (finance and accounting) software programs with the ability to learn programs easily and recommend software that would be beneficial to CHC.
• Knowledge of the best financial reporting systems and ability to effectively use systems to ensure seamless operations and financial integrity between clinical, donor and financial databases.
• Ability to complete complex financial analytics and communicate results to financial and non financial individuals.
• Ability to work well under pressure, deliver results, achieve timely goals, set appropriate priorities and maintain complete confidentiality.
• Ability to assess the department’s performance through measurement, assessment and continuous improvement.
• Must have a hands-on approach with a strong strategic capability.
• Must have the ability to generate a culture based on open communication and exchange of ideas and information.
• MBA or CPA credential preferred; BS in Finance or Accounting essential.
• At least 10 years of experience in financial management preferred.