Financial Manager

About this role

• **POSITION SUMMARY:** The Financial Manager is responsible for overseeing and guiding the financial health and sustainability of Young at Heart Resources.
• This role ensures sound financial management practices are in place and provides accurate and meaningful financial and statistical reports to the Board of Directors, Chief Executive Officer, government representatives, employees, clients, and community stakeholders in a highly professional manner.
• The Financial Manager carries fiduciary responsibility for safeguarding agency assets and functions under the general supervision of the Chief Executive Officer.
• The position supports and upholds the mission, principles, and policies of the Agency and handles all confidential information in compliance with HIPAA regulations.
• **ESSENTIAL DUTIES AND RESPONSIBILITIES:** * Collaborate with the Chief Executive Officer and Board of Directors to lead strategic financial planning for current and future operations.
• * Prepare and monitor the Area Plan and lead the annual agency-wide budget process.
• * Monitor and evaluate service and financial trends to inform strategic decisions by management and the Board.
• * Establish and enforce procedures for the custody and control of agency assets, records, and collateral.
• * Recommend the use of cash reserves to maximize interest income.
• * Develop and maintain purchasing procedures, including competitive bidding processes.
• * Evaluate accounting and reporting systems, recommending improvements to procedures and internal controls.
• * Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports required by funders and government agencies.
• * Oversee the payroll process, accounts payable, and accounts receivable.
• * Coordinate the annual audit and ensure timely filing of IRS Forms 990 and 990T.
• * Manage relationships with insurance brokers and ensure appropriate coverage and risk management practices.
• * Stay informed about regulatory changes and ensure financial compliance and transparency.
• * Recruit, train, supervise, and evaluate department staff, including handling disciplinary actions and terminations as needed.
• * Represent the Agency in a positive and professional manner with all stakeholders including contractors, partners, clients, and the public.
• **ADDITIONAL DUTIES:** * Assist with disaster response efforts as outlined in the Agency's disaster plan.
• * Perform other duties as assigned.
• Pay: $45,000.00 - $55,000.00 per year Benefits: * 401(k) matching * Health insurance * Life insurance * Paid time off Work Location: In person

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