Primary Duties
Are you looking for a challenging position and opportunities to learn and grow? The WELL is the perfect place for you! We serve adult men & women with substance use disorder and mental health needs. We have 5 locations with various levels of care and support located within Norfolk, NE.
The WELL has been providing care since 1991. Our team has continued to add services and programs to meet the needs in our community. We have been able to adapt to achieve our mission because we attract people who are at the top of their industry, and are driven to use their talent, strengths, and knowledge to make a valuable impact with our clients and community.
If you’re looking to join a dynamic team we would love for you to apply. The Finance Officer position is a vital role in our organization and we are looking for the right person to continue our momentum forward.
HOW YOUR SUCCESS WILL BE MEASURED
To be successful in this results-based role as the Finance Officer, reporting directly to the Executive Director, you will:
· Work closely with all departments to maintain the financial health of the organization through sound decision making, strong communication with the Executive Director and informed recommendations.
· Oversee financial operations, set goals and metrics, and design a framework for these to be met.
· Work with all department Directors to ensure collaboration for smooth processes and systems to be used for P&L and departmental budgets
· Manage all paperwork and organization that ties to finances to run The WELL’s daily operations.
· Manage current processes while creating and implementing sustainable processes to manage growth and improvement.
As part of this role, you will also...
· Oversee financial operations, set goals and objectives and design a framework for these to be met.
· Work with the Executive Director and Board of Directors to create and maintain the agency’s annual budget.
· Maintain and oversee agency bank accounts.
· Conduct accounts payable activities.
- Prepare all month-end and year-end reports. Provide financial reports and interpret financial information to the Executive Director and Board of Directors while recommending further courses of action.
- Prepare and maintain Board of Directors meeting materials and act as Board Secretary.
- Conduct reviews and evaluations for cost-reduction opportunities.
- Prepare documentation for yearly financial audit and assist auditors as needed.
- Maintain accounting software for agency.
- Maintain insurance records of the corporation and keep policies current and appropriate.
- Track employee retirement benefits.
- Maintain and distribute cafeteria plan withholding and payments.
- Maintain and distribute reimbursements for employees.
- Prepare and distribute tax reports and unemployment reporting.