Director of Finance/Managing Director of Finance

Description

Pine Tree Society is looking to hire a Director of Finance/Managing Director of Finance who will provide mission-driven overall direction for all financial management, accounting and budgeting functions on behalf of the President & CEO. 

This position provides leadership and vision consistent with Pine Tree Society’s mission, vision and values for all aspects of the department including staff development, program design, program delivery and focus, planning and management of the budget.

Supervisory Responsibilities:

• Lead and mentor the Finance Department Team fostering a collaborative and high-performance culture. Develop team members through performance evaluation, effective communication, ongoing coaching, establishing clear expectations, and empowering professional growth and development.

Essential Duties & Responsibilities:

• Ensures the development, implementation, maintenance, and regular review of internal controls to ensure safeguarding of assets and reliability of financial statements.
• Oversees the analysis, planning, preparation, and management process for the Society’s budget, and presents the annual budget to the Financial Committee and Board of Directors for review and approval.  
• Responsible for regular and timely month-end and year-end close process and prepare financial reports including financial statements, analysis, and performance measures for internal and external stakeholders.
• Plans, develops, implements and regularly reviews all company policies and procedures related to financial management, and business practices to ensure the company's financial health and compliance with regulatory requirements.
• Oversees all funds, accounts and balances and maintains an excellent working relationship with all financial institutions, funders, regulators, auditors and creditors.
• Ensures proper and adequate preparation for annual financial and business practices audit(s) and works with CPA firm to facilitate year-end review of the Society’s annual financial statements.  
• Develops cash flow forecasting and maintains a long-term cash forecast.
• Supports efforts to maintain and/or increase funding for new and existing programs and projects by providing cost and other analysis.
• Evaluate and improve financial systems, processes, and internal controls to enhance efficiency and accuracy.
• Implement best practices to streamline financial workflows and reporting. 
• Manage day-to-day financial operations, including budgeting, forecasting, and cash flow management.
• Manage Medicaid and Medicare revenue cycle processes, including insurance billing, collections, and reconciliation experience could help clarify the need. 
• Maintain the general ledger and related subledgers to accurately reflect all financial transactions. 
• Track and maintain activity related to donor restricted funds, donor funded projects, and capital projects.
• Maintain fixed asset detail, monthly depreciation, acquisitions, disposals, and construction in progress.
• Supervise all accounts receivable activities to ensure timely billing for services, receipt of payment, and collection of accounts. 
• Supervise processing invoices for payment and manage the cash disbursement process.
• Provides support and back-up to human resource department for payroll and benefits administration.
• Owns or oversee payroll entries, tax reconciliations, and discrepancy resolution. 
• Manage investment accounting and financial reporting to leadership and board stakeholders. 
• Interacts with independent auditors and provides information requested for the annual audit.
• Prepares and files state tax returns and provides information required to prepare and file Form 990 and 990-T.

Workplace Responsibilities:

All employees of Pine Tree Society are expected to… 

• Recognize the importance of the Society’s stated mission to provide Maine children and adults with disabilities the opportunities and the means to create better lives for themselves and their families. 
• Respect confidentiality and abide by the Society’s HIPAA policy when discussing client, staff, volunteer and organizational matters including fiscal and related information. 
• Adhere to the Society’s safety/risk management program that includes assessments, evaluations, infection control protocols, training and other measures that ensure a safe and healthy workplace environment. 

Requirements

Required Skills & Abilities:

• Commitment to advancing the critical mindsets of Pine Tree Society:  
• We don’t say we can’t, we say, how can we
• We collaborate to improve, grow, and meet goals.
• We meet the needs of our teams so they can better meet the needs of the people they serve.
• Commitment to creating and maintaining a supportive work environment aligned with Pine Tree Society's values of: respect and inclusion, communication and accountability, client-centric approach. continuous improvement and innovation, and care for employee well-being. 
• Ability to build effective teams, coach, and develop others and to lead others through change and new strategic initiatives.
• Ability to organize time effectively and remain flexible to meet occasionally competing demands requiring time and attention. 
• Excellent written and oral presentation skills. Ability to compose correspondence and other written material that is creative, concise and demonstrates good command of the English language.
• Ability to travel and maintain work hours that may extend beyond a 40-hour work week.
• Possess a valid driver’s license with a clear driving record, have a reliable vehicle with at least the state minimum automobile insurance coverage and the ability and willingness to travel to off-site locations.
• Ability to pass a criminal background check, Adult Protective Services, Child Protective Services, US DHHS Fraud Prevention and Protection (OIG) and MaineCare background checks.

Preferred Skills & Abilities 

• Technology & Systems Involvement: Experience with ERP (Business Central), and working knowledge of EHRs, Spend Management, Payroll, and Banking platforms               

                  (a) Advanced Excel and ideally Power BI for reporting and analysis. 

Education & Experience:

• At least five years’ experience in a senior financial management role in a complex financial environment, nonprofit or education preferred. 
• A background in nonprofit or education finance preferred but not required. 
• Bachelor's degree in accounting, business, or a closely related field preferred. 
• Master's degree in business or accounting preferred. 

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer. 
• Ability to move frequently between various service locations. 
• Ability to sit, stand, and walk for extended periods; bend, kneel, and lift up to 40 lbs. when assisting clients or handling equipment. 
• Ability to manage documentation and workload in a fast-paced, flexible schedule environment. 

Job Types: Full-time, Salary. 

Location: Hybrid

Rate of pay: $95,000-$130,000 annually - based on experience level.

Employee Benefits:

In addition to being a part of a supportive and impact focused team, our team members also enjoy a competitive benefit package that includes the following offerings: 

• Comprehensive health, and vision insurance options for you and your family, as well as employer paid dental insurance. 
• Paid life insurance and short-term disability
• A generous paid time off (PTO) accrual policy that includes 15 days/year to start, 12 paid holidays (including 2 floating holidays of your choice)
• Retirement plan with employer match and annual discretionary contributions
• Paid training, certifications, and career development opportunities
• Tuition advancement program of up to $5,250 a year for degree programs at an accredited college or university
• An extensive Employee Assistance Program (includes free counseling, mental health support, wellness resources, financial education support, and more!)
• Access to discounted rates on voluntary insurances (includes accident, illness, cancer, additional life, and disability insurances)

About Pine Tree Society 

Since 1936, Pine Tree Society has been proudly supporting Mainers with disabilities breakdown barriers and lead active, socially connected lives. Our services include Pine Tree Camp, two Community Support Programs, Case Management Services, Sign Language Interpreting, Audiology, Speech/Language Services, and our Early Learning Center.