Director of Finance

Accountabilities

As Director of Finance, you will oversee financial planning and accounting operations while providing strategic guidance to executive leadership. Your responsibilities will include:

Financial Planning & Analysis

• Lead annual budgeting and quarterly forecasting processes in collaboration with department leaders.

• Develop financial pro formas and scenario models to support growth initiatives, service-line expansion, and workforce planning, including clear assumptions and sensitivity analyses.

• Deliver monthly budget and forecast variance analyses, explaining key changes, their business implications, and recommended actions.

• Maintain the organization's KPI framework and executive financial reporting cadence.

• Own and continuously improve financial models to ensure consistency across business planning and decision-making.

Margin Analysis & P&L Optimization

• Calculate and monitor product and service-line margins, accounting for direct provider and contractor costs as well as shared overhead.

• Analyze P&L performance to identify opportunities related to pricing, cost structures, vendor agreements, and service mix.

• Present prioritized recommendations to improve profitability and operational efficiency.

• Assess the financial impact of proposed pricing changes, contracts, and new service offerings before implementation.

Cash Flow Forecasting

• Develop and maintain rolling 13-week and longer-term cash flow forecasts covering accounts receivable collections, accounts payable timing, payroll, contractor payments, and planned investments.

• Monitor liquidity and working capital, identifying potential cash flow risks and funding requirements early.

• Reconcile cash flow forecasts against actual results and continuously refine forecasting methodologies.

Financial Consulting & Executive Partnership

• Serve as a strategic financial advisor to the CAO and executive leadership on headcount, market expansion, pricing, vendor contracts, and capital allocation.

• Deliver monthly financial reporting covering P&L performance, cash positions and forecasts, AR/AP aging, and budget variances.

• Proactively identify financial risks, growth opportunities, and areas for operational improvement.

• Partner with HR on compensation structures, benefits cost analysis, and workforce planning.

Accounting Oversight & Team Leadership

• Lead, mentor, and develop the Finance & Accounting Manager through clear expectations, regular feedback, and professional development opportunities.

• Review expense categorization and chart of accounts usage to ensure general ledger accuracy.

• Review and approve monthly closing deliverables, including bank reconciliations, expense reports, and AR/AP aging reports.

• Oversee payroll processes and 1099 tracking across a multi-state contractor network.

Financial Systems & Infrastructure

• Develop the finance roadmap to support organizational growth, integrating existing platforms such as QuickBooks into a connected reporting environment.

• Design scalable internal controls, approval workflows, and financial documentation standards.

• Lead financial system integrations and process improvement initiatives from initial planning through implementation and adoption.

Requirements

The ideal candidate combines advanced financial planning expertise with strong accounting knowledge, leadership capabilities, and experience supporting growing organizations. You should demonstrate:

• At least 7 years of progressive experience in finance and accounting, including 4 or more years in a dedicated FP&A role and at least 2 years leading a finance function.

• Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent professional experience.

• Proven success managing financial operations within a small business, startup, or high-growth organization, including building scalable processes and financial infrastructure.

• Advanced expertise in financial planning and analysis, including budgeting, multi-period forecasting, scenario modeling, P&L analysis, margin optimization, cash flow forecasting, and working capital management.

• Comprehensive knowledge of GAAP, accounting principles, financial reporting, and internal controls.

• Advanced Excel skills and practical experience using QuickBooks Online or Desktop.

• Demonstrated ability to act as a strategic financial partner to executive leadership, translating complex financial analysis into clear, actionable recommendations.

• Strong discretion and professionalism when handling confidential compensation, personnel, and financial information.

• Proven experience leading, developing, and mentoring finance and accounting professionals.

• Willingness to travel occasionally to the organization's headquarters in Salem, Ohio.

Preferred Qualifications:

• CPA, CFA, or MBA in Finance or a related discipline.

• Experience supporting organizations in healthcare, government services, or other regulated industries.

• Familiarity with financial operations across multiple states and blended employee and contractor workforces.

• Experience implementing or improving financial systems, reporting processes, and operational controls to support organizational growth.

Benefits

• Base Salary: $150,000–$180,000 annually, depending on experience.

• Medical, Dental & Vision Insurance: Eligibility begins on the first day of the month following 30 days of employment, with 75% of employee premiums covered.

• Unlimited Paid Time Off: Flexible PTO policy to support work-life balance.

• Paid Holidays: 10 company-paid holidays annually.

• 401(k) Retirement Plan: 100% employer matching contributions up to 4% of eligible compensation, with immediate vesting.

• Retirement Plan Eligibility: Enrollment begins on the first day of the month following 90 days of employment.

• Remote Work: Remote-first working arrangement with occasional travel to headquarters in Salem, Ohio.

• Leadership Opportunity: The chance to shape financial strategy, build scalable operations, and directly influence organizational growth.