Director of Finance, Planning & Analysis

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The Public Health Institute (PHI) is an independent, nonprofit organization dedicated to promoting health, well-being, and quality of life for people throughout California, across the nation and around the world. As one of the largest and most comprehensive public health organizations in the nation, we are at the forefront of research and innovations to improve the efficacy of public health statewide, nationally, and internationally.

PHI was distinguished as one of the top 50 "Best Non-Profit Organizations to Work For" by the Non-Profit Times in a national search.

SUMMARY:

The Director of Finance, Planning & Analysis is a proactive individual responsible for ensuring coordinated, responsive, and effective communication and processes within the Finance Department and between Finance and other Central Administrative functions or PI/PD's (program Investigators/Program Directors). This position provides monthly, annual and ad hoc financial analysis to support the Chief Financial Officer (CFO). The Director of Finance, Planning & Analysis directly supervises the Accounts Payable team and indirectly other finance team members in conjunction with the Director of Accounting. This position is responsible for the timely and accurate financial planning and analysis package after the close of each accounting period (month, quarter and year) and the payment of vendors including by check, ACH and wire transfer.

The Director of Finance, Planning & Analysis reports to the CFO directly.

This is a regular full-time remote position. Candidates in the United States are welcome to apply and will be considered, but candidates based in California are strongly preferred. The incumbent is required to work during the core business hours for the Pacific Time zone.

Occasional travel to attend in-person conferences/meetings or participate in other activities in and outside California is required.

Employment Type: Full Time.

Full salary range for this position: $144,278 to $225,289 per year. The typical hiring range for this position is from $144,278 (minimum) to $184,784 (midpoint), based on 100% FTE. The starting salary is determined based on the candidate's knowledge, skills, experience, as well as budget availability.

Financial Operations

*In coordination with the CFO and Director of Accounting, serve as the main point of contact for addressing inquiries and questions related to finance operations.

*Work with key stakeholders to identify workflow and process improvements within finance and between finance and other Central Admin functions; lead implementation of identified solutions.

*Leverage PeopleSoft to continue to support delivery of operational excellence with a focus on efficient processes and opportunities to streamline payment transactions.

*Serve as a Finance lead for Finance Administration Network (FAN) meetings.

*Provide monthly, annual and ad hoc analysis and reporting with a focus on tracking related to PHI's indirect cost rate.

*Analyze and monitor indirect cost pools after the month end close and recommend necessary actions to the CFO.

*Monitor and perform indirect cost pool financial analysis and ensure allocations across indirect cost pools are in compliance with Uniform Guidance and the cost allocation plan.

*Provide support to the CFO on reports for Executive Management and the Board of Directors.

*Responsible for reporting on and monitoring key finance and finance operations metrics.

*Support CFO in the development and tracking of departmental Central Admin budgets.

*Share Responsibility with the Director of Accounting for ensuring that key finance functions are documented, reviewed, and updated.

*Ensure a timely close of the accounts payable module as part of the month end closing process.

*Support the CFO in engaging the board of directors around issues and trends regarding the organization's financial status and fiscal operations by developing financial planning and analysis, both regular and ad hoc.

*Work closely with PI/PD's and senior management to identify workflow and process improvements and drive implementation PHI-wide.

Supervision and Team Leadership

*Supervise the accounts payable team. Provide direction and problem solving for accounts payable operations and other finance issues.

*Support the Chief Financial Officer as one of the leaders in the department, setting a tone of professionalism, responsibility, and teamwork.

*Analyze workflow, identify process improvements and engage in implementation.

Accounts Payable

*Responsible for the accurate, complete and timely processing of accounts payable/expense reimbursements through checks, ACH and wire transfer.

*Prepare weekly, monthly and annual reports. Synthesize data and create new reports as required.

*Supervise staff to perform vendor account analyses and review vendor set-up for accuracy and compliance and coordinate with other departments for this process.

*Investigate and resolve any issues that arise with wire transfers and other payment methods.

*Lead W-9 and 1099 processes.

*Supervise staff to manage vendor relationships, solve problems and respond to inquiries.

*Supervise staff to track advances and ensure compliance with organizational advance policies.

Finance Tasks

*Review policies and procedures when changes in positions happen to ensure they still reflect the actual process or make necessary updates to enhance the internal control.

*Send monthly budget vs. accrual financial reports (or other payroll allocation reports) to budget managers, after they have been reviewed by the Director of Accounting and the CFO.

Leases

*Responsible for review of lease terms and changes related to payments and allocations.

*Responsible of monthly distribution allocation to G&C Specialist in coordination with Director of Accounting utilizing lease schedules under ASC 842.

*Manage timely lease payments, electric, tax and CAM payments.

*Supervise the yearly exemption filing within various counties.

Other

*Provide backup to the Director of Accounting.

*Provide accounting assistance, support and training to administrative and program staff.

*Develop and maintain expertise in PeopleSoft and provide support to staff.

*Responsible for review and update of finance procedures in functional areas.

*As required, prepare audit work support schedules and assist during audit in functional areas.

*Perform other duties as assigned.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

10 years of progressively responsible experience in accounting or finance with experience directing the accounting and/or finance functions.

*5 years of experience managing an accounts payable team in a high-volume environment.

*5 years of experience as a manager.

*Bachelor's degree in accounting, finance, business or related field; or substitute with 4 additional years of relevant experience.

Other Qualifications

*Demonstrated leadership skills and experience with managing, mentoring and development of staff. Commitment to undertake continuing professional development.

*Strong analytic and problem-solving skills. Excellent judgment and the ability to identify business issues and then to analyze, develop, and implement solutions.

*Ability to synthesize data and provide critical information and reporting.

*Experience with Enterprise Resource Planning (ERP) software. PeopleSoft preferred.

*Customer service mentality both internally and externally.

*Ability to collaborate with colleagues in other departments.

*Thorough knowledge of financial policies, practices and systems.

*Experience in effectively communicating financial concepts to non-financial individuals.

*Broad understanding of general ledger account analysis.

*Excellent written, verbal and interpersonal communications. Ability to deal with broad and diverse constituencies with customer service orientation and skills. Demonstrated ability to communicate and interact effectively with others in all types of situations.

*Work independently with little supervision and manage multiple tasks simultaneously.

*Proficient in the use of Microsoft Office, with excellent skills in Excel. Microsoft Access skills are preferred.

*Some knowledge and experience with state and federal government requirements, including knowledge of OMB circular, grants administration and accounting (including direct and indirect cost allocation).

*Some experience with federal audit and compliance requirements for non-profits preferred.

*Experience with federal negotiated indirect cost recovery agreements (NICRA).

*Graduate degree in a related field and related certifications preferred.

FAIR LABOR STANDARDS ACT (FLSA) STATUS

This position is classified as exempt based on the job duties. However, based on the FTE, salary level of the employee, or federal/state/local laws, the employee may be classified as nonexempt.

EEO Statement

The Public Health Institute is committed to a policy that provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and to make all employment decisions so as to further this principle of equal employment opportunity. To this end, the PHI will not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and will take affirmative action to ensure that applicants are offered employment and employees are treated during employment without regard to these characteristics.

For further information regarding Equal Employment Opportunity, copy and paste the following URL into your web browser: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

ADA Statement:

The Public Health Institute is committed to providing access and reasonable accommodation in its services, programs, activities and employment for individuals with disabilities. To request disability accommodation in the application process, contact the Recruitment Team at least 48 hours in advance at Recruitment@phi.org.

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We're so pleased the Public Health Institute is an organization you would like to work with. Do you have questions about this opportunity? If so, email our recruitment team atRecruitment@phi.org.

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