Functional Area: Accounting & Finance
Organization: Peer Health Exchange
Location: San Francisco, CA
Metro Region: San Francisco
Overview:
Peer Health Exchange (PHE) is a national non-profit organization whose mission is to give teenagers the knowledge and skills they need to make healthy decisions. We do this by training college students to teach a comprehensive health curriculum in public high schools that lack health education. Since our founding in 2003, we have trained more than 5,000 college student volunteers to deliver effective health education to over 57,000 public high school students in Boston, Chicago, Los Angeles, New York City, and the San Francisco Bay Area, and will be expanding to Washington, DC in fall 2012. We recently launched our 2011-2015 strategic plan. The plan has three major priorities: deepening impact, investing in more robust program evaluation, and developing and testing additional methods for impact, all while serving 120,000 teens over the next four years. To achieve these priorities, we will grow from a staff of 40 and a budget of $9.5M to a staff of over 100 and a budget of $14M in 2015.
Position:
The primary responsibility of the PHE Vice President of Finance is to provide overall financial management and strategic direction for PHE by overseeing the planning, implementation, management, and control of all financial activities of the organization. This will include direct responsibility for accounting, finance, risk management, and compliance for all Peer Health Exchange office locations.
The Vice President of Finance is a key member of PHE’s senior leadership team. He/she will report to the Chief Operating Officer. This is a full-time position with a competitive salary and benefits package.
Responsibilities:
PHE Vice President of Finance will provide overall financial management and strategic direction for PHE. Specifically, this will involve:
Strategy and Leadership
- As a member of the senior leadership team, the VP of Finance will provide overall financial leadership and direction to ensure the effective operation and delivery of PHE’s mission.
- Support the CEO and the COO in overseeing the continued strategic planning process that results in long-term financial planning and effective utilization of assets.
- Ensure adherence to existing financial policies and procedures and further develop financial policies and procedures to improve the organization’s effectiveness.
- Set departmental goals, metrics, and targets aligned and in support of organizational goals and metrics.
- Provide input and leadership on organization-wide issues and priorities addressed by the senior leadership team of PHE.
- Collaborate with the Director of Talent to ensure compliance in overlapping areas.
- Perform additional, relevant responsibilities as needed.
Relationships
- Function as staff leader and liaison with the Finance Committee and Audit Committee of the PHE National Board and interact with other members of the board with specific expertise as needed.
- Serve as primary liaison to government agencies (IRS, State Secretary of State, State Revenue Offices) relative to financial and compliance issues.
- Manage vendor relationships as needed.
Team Management
- Manage, develop, and motivate the PHE finance team to achieve ambitious outcomes in service of PHE’s mission and strategic plan priorities.
- Manage workflow and key projects on the finance team.
- Supervise temporary staff or outside consultants on an as-needed project basis.
Accounting
- Oversee the accounting function of the organization and ensure accounting procedures and reporting conforms to Generally Accepted Accounting Principles.
- Work closely with the audit committee of the PHE National Board on planning financial statement presentation.
- Oversee reconciliation of income accounts with the External Affairs team.
- Oversee the annual financial audit.
Finance
- Oversee financial planning and analysis of the organization and work with all department heads and City Executive Director’s to develop and manage PHE’s budget.
- Monitor and analyze operating results against budget.
- Oversee internal financial reporting process of the organization, including designing financial models for monitoring and reporting of actuals, forecasts, and cash flow and overseeing preparation of all financial reports.
- Work with the finance committee of the PHE National Board to set appropriate level of risk reserve fund as well as other financial operations projects as needed.
- Recommend benchmarks for measuring financial and operating performance on the Balanced Scorecard.
- Prepare financial presentations for the PHE senior leadership, City Executive Directors, the National Board, and local boards of overseers.
- Function as peer reviewer and oversee production of custom financial exhibits for grant proposals as needed.
- Ensure the Finance team trains and supports PHE staff and managers to ensure the organization is prepared to carry out all financial policies and procedures effectively.
- Prepare ad-hoc financial analysis as needed.
- Process bi-weekly payroll.
Risk Management
- Oversee insurance needs of the organization to ensure sufficient coverage and assess additional insurance needs as organization grows.
- Manage all insurance renewal process including Worker’s Compensation, General Liability, Umbrella, Directors and Officers, and Professional Liability insurance (Health and dental insurance excluded).
Compliance
- Design and implement internal controls related to accounting transactions.
- Oversee external financial reporting process of the organization and ensure compliance with local, state, and federal budgetary reporting requirements including new locations.
Systems
- Develop and implement new coding in accounting system to track growth capital expenses both nationally and locally.
- Research options for PHE’s next phase of financials systems to better utilize technology to increase effectiveness. Oversee the process of accounting system migration and implementations.
Qualifications:
- Brings at least five years of experience in a leadership capacity, managing the financial operations for a company or organization, non-profit experience preferred.
- Deep knowledge of accounting and financial management. CPA or an advanced accounting degree from an accredited college or university preferred.
- Demonstrated ability to organize, direct, plan and coordinate operations and projects. Excellent ability to set priorities and manage against timelines.
- Track record of managing and developing staff to achieve high standards of performance.
- Leadership skills, including problem-solving, negotiation, and decision-making.
- Excellent communication skills, both oral and written.
- Ability to establish and maintain effective working relationships with the PHE National Board, staff, and other related agencies.
- Technical and systems proficiency preferred.
To Apply:
Please upload a resume and thoughtful cover letter, outlining how your skills and experience meet the qualifications of the position and stating how you heard about this opportunity, both in Word format, to Kevin Flynn athttp://jobs.cgcareers.org/application.aspx?id=1965 Applications will be reviewed on a rolling basis.
