Hybrid Director of Finance en EverTrue

Job Description: 

Introduction:

At EverTrue, team members at all levels find their calling in our mission of Older Adults Living Life to the Fullest. In this work environment, all team members are part of a community and appreciated by the people they work with – residents and coworkers – every day. 

Summary:

This Finance Director role manages a team of financial analysts, overseeing the preparation of budgets and financial forecasts, and analyzing variances to provide leadership with data for operational performance; Additionally, the role includes developing financial models, furnishing internal reports, and supporting special projects to support the organization in data-driven decision-making.

Essential Duties and Responsibilities:

1.Manages a team of budgeting, planning, and financial analysts, focusing on coaching, motivating, and developing the skills of the team members to be efficient and knowledgeable of their job responsibilities

2. Oversees and directs the preparation of the EverTrue enterprise-wide annual budget, capital budget, and financial forecasts and projections, working with EverTrue leaders for the success of the organization

3. Analyzes and reports variances to budget providing EverTrue leadership with the data and information for operational performance achievement

4. Develops financial models/projections to assess and evaluate internal and external potential business opportunities for EverTrue

5. Furnishes internal financial reports, revises, and updates reports (if needed) to be meaningful and efficient to help leaders make data driven decisions

6. Works on special projects as assigned to support the EverTrue senior leadership team

7. Supports the budgeting and planning process, developing new reports, maintaining current reports, and evaluating budgeting templates for best practices

Qualifications, Knowledge, Skills & Abilities:        

• Bachelor’s degree from an accredited college or university with emphasis in Accounting or Finance 

• 5 years of experience leading teams, managing and overseeing enterprise-wide budgets 

• Advance knowledge of MS Office, Excel, computing tools and various software 

• Self-motivation to work independently and as a team member, supporting EverTrue senior leadership 

• Executive presentation experience, strong verbal and presentation skills and experience supporting board of directors and external stakeholders 

Physical Requirements and Working Conditions:

The physical requirements and working conditions described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties and responsibilities.

While performing the duties of this job, the employee will be required to sit for extended periods of time and will have extended periods of computer use.  A well-lighted and ventilated working area that has its own temperature controls system (air conditioning and heat).  The noise level in the work environment is usually moderate.  Willingness to work extra hours when required.  Is subject to frequent interruptions.  Will be required to travel to EverTrue facilities and may require a moderate amount of overnight stays.

Lifting up to 30 pounds. Pushing/pulling 100 lbs. on wheels. A well-lighted and ventilated working area that has its own temperature control system (air conditioning and heat). The work will have some short notice requests, timelines for completion of tasks or reports and some major projects extending over months. Minimal exposure to infectious diseases and blood borne pathogens. Minimal exposure to chemicals and hazardous waste. Minimal exposure to outside weather conditions.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable federal, state, and local laws and standards.

Additional Information:

N/A