The Well · 9 hours ago
Director of Finance
Norfolk, NE
Full-time
Onsite
Director/ExecutiveThe Well is committed to strong financial stewardship and ethical business practices, and they are seeking a Director of Finance. This role involves leading budgeting, forecasting, and financial strategy while ensuring compliance and guiding financial literacy across the organization.
Health CareMental HealthOutpatient CareWomen's
Responsibilities
Lead the finance department, providing LMA to Accounts Payable and Accounts Receivable staff
Serve as the primary liaison to HBE360, auditors, BOK Financial, and MCOs
Lead the Finance Committee of the Board and present regular financial updates at Board meetings
Develop long-term financial sustainability strategies, including ROI tracking and productivity cost modeling
Prepare financial scenario plans to guide strategic decisions under changing funding or staffing conditions
Provide high-level financial analysis to support program expansion, staffing, and capital investments
Lead the creation of annual organizational and program-specific budgets in collaboration with directors
Conduct monthly or quarterly budget reviews with department heads to track budget-to-actuals and adjust as needed
Maintain rolling forecasts and financial planning tools to anticipate needs and identify opportunities
Develop and monitor short- and long-term cash flow projections to maintain operational liquidity
Manage QuickBooks and Ramp accounts for The Well, Friends of the Well, and Northern Hills
Ensure accurate coding and categorization of all transactions and provide monthly A/R reports to HBE360
Oversee all rent collections and monitor for billing errors across sites (e.g., Futures Park, residential programs, NH apartments)
Monitor expenses, identify inefficiencies, and renegotiate contracts for cost savings
Oversee procurement processes and vendor relationships; ensure compliance with purchasing policies
Track business loans, coordinate with lenders, and ensure timely payments and financial reporting
Oversee any investment or reserve accounts in accordance with board-approved policies
Collaborate with the Director of Development to develop grant budgets aligned with funding and program goals
Track grant spenddown and ensure timely, accurate billing and receivables
Manage contract financials with MCOs, DBH, and other funders; support rate setting and cost report preparation
Ensure compliance with financial components of grant agreements, including allowable expenses and documentation
Maintain systems for grant reporting and collaborate with funders on financial documentation and audits
Maintain compliance with all applicable laws, grant requirements, Uniform Guidance, and internal policies
Develop, implement, and regularly review internal controls to prevent fraud and safeguard organizational assets
Coordinate annual independent audit and conduct internal audits (e.g., petty cash, billing, rent collections)
Monitor financial practices to identify areas of risk and recommend corrective actions
Maintain a current Finance Manual with clear roles, procedures, and documentation standards
Oversee all tax filings and ensure records are audit-ready and well-documented
Accurately allocate administrative and facility expenses across programs and grants
Develop and implement cost allocation models that support accurate reporting and decision-making
Ensure indirect cost rates and shared expenses are calculated and applied appropriately
Partner with HR and Operations to ensure consistency in financial documentation, payroll accuracy, and system accountability
Provide financial coaching and budget training to department directors and supervisors
Partner with the HR Director to cross-check payroll and benefits budgeting
Lead monthly or quarterly finance check-ins with departments to review progress, identify trends, and adjust as needed
Build organizational financial literacy through tools, workshops, and one-on-one support
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field required; Master's degree preferred
CPA preferred but not required
Deep understanding of GAAP, nonprofit fund accounting, and federal Uniform Guidance requirements
Experience with QuickBooks and Ramp; comfort managing digital platforms for accounting and reporting
Proficient in creating financial reports, dashboards, cost allocation models, and forecasting tools
Strong skills in auditing, risk mitigation, and internal controls
Excellent written and verbal communication skills, with the ability to explain financial concepts to non-financial stakeholders
Collaborative and approachable; able to lead, manage, and hold others accountable (LMA)
Committed to cross-departmental teamwork and financial coaching
Strong analytical, forecasting, and long-term planning skills
High attention to detail with the ability to see the big picture
Ability to manage multiple funding streams and ensure timely billing, reconciliation, and compliance
Preferred
Master's degree preferred
CPA preferred but not required
Company
The Well
The mission of The Well is to promote the overall health, well-being, independence, and capabilities of individuals by providing behavioral health treatment and transitional services.
Founded in 1991
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase