Finance Director

Job Description

Job Description

Salary : $48.00 - $67.00 / Per-Hour

Finance Director

Classification : Exempt Compensation Range : $48.00 - $67.00 / Per-Hour

Reports To : I ntegrator / COO Supervises : Accounting and Finance Staff

Position type : Part-time Compensation structure : Hourly

About CLC :

Voted as one of the Best Places to Work in the Inland Northwest multiple times, CLC proudly offers our team members not only competitive wages and benefits, but a flexible, collaborative, and supportive high performance working environment as well.

Our team members feel great about supporting our clients which are health clinics providing health services to underserved people throughout the U.

S. knowing that our work makes a real difference in people’s lives.

Work Location and Structure : Otis Orchards office; Cottage Grove Office; hybrid remote and in office; or fully remote. May require additional in office time depending upon tasks, meetings, or other requirements.

Travel : Not expected but could require travel to clients’ offices depending on work assignments.

CLC Culture :

At CLC, we believe that our success is deeply rooted in our shared values and culture. We cherish individuals who understand and embody these values in their everyday work.

Your contribution isn't just about completing tasks; it's about embracing our core values and weaving them into every aspect of your role.

We invite you to explore our core values listed below and consider how they resonate with you. Our environment encourages you to be genuine while maintaining the highest level of professionalism.

Our Employee Manual serves as a guide to uphold these standards and foster a thriving work environment.

Position Overview :

The Finance Director is a key leadership position within the organization, driving financial strategy and operational efficiency.

Tasked with the development and implementation of the Finance Strategy & Plan, this director ensures robust budgeting and forecasting processes are in place to meet the organization's financial targets and support strategic decisions.

Overseeing financial reporting and compliance, the Finance Director guarantees accuracy, transparency, and adherence to applicable laws and regulations across multiple states.

The role also encompasses the management of multi-state compliance, ensuring that the organization's financial operations meet diverse jurisdictional requirements.

With a focus on Leadership, Management, and Accountability (LMA), the Finance Director is integral to fostering a culture of fiscal discipline and proactive financial management.

CLC uses the EOS® (Entrepreneurial Operating System) as an operating system for the company. All management positions are expected to use and understand the tools provided through EOS.

Essential Functions :

• LMA : Lead, Manage, Accountability
• Maintain CLC Culture
• Demonstrate CLC’s Core Values
• Vision alignment with organization’s Vision Traction Organizer (VTO)
• Performance management for direct reports
• Serve as a backup for all accounting functions
• Financial Strategy and Plan
• Collaboration with leadership team members and Board Members
• Develop and implement financial strategies that align with the company's overall vision and goals
• Provide strategic recommendations to the CEO and members of the executive leadership team
• Continuously analyzes process to identify areas for improvement, enhancing efficiency, reducing costs, and improving quality
• Use and implement technology to maximize efficiency, accuracy and data usefulness
• Monitor metrics, identify emerging issues and escalate for resolution
• Budgeting and Forecasting
• Lead financial planning, budgeting, and forecasting processes, ensuring they adhere to EOS principles
• Monitor Budget Performance
• Perform financial forecasting to update future performance results and for new service lines and opportunities
• Collaborate with department leaders to understand their plans and assess their impact on the organization's overall financial strategy
• Financial Reporting and Compliance
• Oversee the preparation of all financial reporting, ensuring accuracy and timeliness
• Oversee the finance department's operations, including accounts payable, receivable, tax compliance, and budget administration
• Review and present financial reports to executive leadership team members and Board of directors
• Ensure all financial deadlines are met including taxes, audits, payroll, monthly reporting, etc.
• Ensure compliance with state, federal, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
• Identify and manage financial risks, implementing risk management policies and procedures
• Ensure effective internal controls are being used and monitored
• Continuously analyzes process to identify areas for improvement, enhancing efficiency, reducing costs, and improving quality
• Multi-State Compliance
• Ensure timely registration and renewal of business licenses across multiple states
• Monitor state-specific registration requirements and deadlines for each location
• Coordinate with legal and finance teams to manage registration fees and documentation
• Maintain accurate records of state registrations, certificates, and permits
• Stay informed about changes in state business registration regulations and adjust processes accordingly
• General
• Communicate efficiently and effectively with team members
• Embrace technology and automation to increase efficiency of systems and processes
• Support and coordinate with other departments
• Other duties as assigned

Required Competencies (knowledge, skills, abilities) :

Expert at Generally Accepted Accounting Principles (GAAP)

• Expert accounting skills
• Excellent verbal and written communication skills
• Excellent time management and organizational skills with high attention to detail organize and execute multiple projects with competing deadlines;

follows up timely, works in advance of deadline so that others can timely review work product.

• Ability to consistently meet deadlines
• Highly proficient Excel skills including knowing or learning Power Query and PowerBI functions as necessary to complete reports such as monthly financials and dashboards and weekly pulse report
• Highly proficient in QuickBooks desktop
• Ability to build and maintain positive relationships with colleagues
• Experience in educating and coaching staff
• Experience in following and maintaining workplace privacy
• Ability to give presentations
• Competency in Microsoft applications including Word, Excel, Outlook and PowerPoint
• Work and conduct reflect CLC Core Values

Required Education and Experience :

Bachelor’s Degree in Accounting, Finance, or related field

• MBA or CPA preferred
• Professional services background a plus Knowledge of the Entrepreneurial Operating System (EOS) a plus
• Proven experience as a Finance Director or similar role, ideally in a multi-state organization
• Strong understanding of financial statistics and accounting principle.
• Strong business acumen and industry expertise
• Excellent mentoring, coaching, and people management skill
• Outstanding communication and interpersonal abilities

Physical Requirements :

Prolonged periods sitting at a desk and working on a computer

• Must be able to lift up to 15 pounds at times
• Able to travel as needed

Benefits :

Community Link Consulting offers a comprehensive benefits package to eligible employees. These include optional participation in our employer-paid health insurance plan (depending upon the plan you choose), voluntary dental and voluntary vision insurance, a Dental / Vision Consumer Driven Health annual benefit of $1,200, two optional FSA plans, employer-paid Life, AD&D, and Long-Term Disability insurance, which begin the 1st of the month following 30 days of employment.

Additional benefits include SIMPLE IRA program which begins the 1st of the month following 60 days of employment, as well as paid time off accruing from day one for immediate use.

We also offer an Employee Assistance Program (EAP) to provide additional support. In addition to these core benefits, we provide the flexibility to work from home, home office allotment, access to IT concierge services, career development training, educational opportunities, and a collaborative and respectful workforce.

Core Values :

CLC prides itself on its Core Values, and an essential part of success at CLC is understanding and reflecting CLC’s core values, which are the foundation of our culture (the way we do things). They are :

• RESPECT
• LEADERSHIP
• SMEE (Subject Matter Expert Extraordinaire)
• SOLUTION-FOCUSED
• FLEXIBILITY
• CURIOSITY
• GIVE MORE THAN YOU GET (GMTYG)

NOTE : This position description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Verification Of Em ployment Eligibility to Work in the U.S. Is Conducted Using E-Verify

Equal Employment Opportunity Policy

Community Link Consulting, Inc. provides equal employment opportunity and treatment regardless of race, religion, color, creed, sex (including pregnancy, lactation, childbirth, or related medical conditions), sexual orientation, age (40 and over), gender identity, national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status or any other status protected by federal, state or local law.

CLC conforms to the spirit as well as to the letter of all applicable laws and regulations. These protections extend to all management practices and decisions, including recruitment and hiring, appraisal systems, promotions, training, and career development programs.

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