Assistant Financial Director

HART United•North Haven, CT

52d

About The Position

Essential Duties and Key Responsibilities Financial Management and Planning: Assist the Executive Director in all aspects of financial planning, analysis, and strategy. Oversee daily business office operations including billing, accounts receivable, payroll, and financial reporting. Support the preparation and analysis of monthly financial statements for management and Finance Committee review. Assist in the preparation of annual budgets, DDS Operational Plan, and periodic cost reports. Ensure accurate and timely completion of required financial reports, including OP Plan, Eight-Month Report, and other state and federal submissions. Analyze program revenue and expenditures to ensure alignment with approved budgets and compliance with funding restrictions. Oversee month-end and year-end closing processes, including reconciliations and preparation for annual audits. Accounting Oversight and Compliance: Supervise accounting and payroll staff, providing leadership, training, and performance management. Ensure internal controls and accounting procedures meet all regulatory and funder requirements. Implement process improvements and automation to increase accuracy, efficiency, and accountability. Monitor and reconcile accounts, including payroll, bank accounts, insurance, and benefit invoices. Ensure timely and accurate payroll processing, related taxes, and benefits tracking. Maintain the agency's accounting software systems and ensure data integrity. Support audit preparation and respond to auditor inquiries. Investigate and resolve audit findings, discrepancies, and issues of non-compliance. Regulatory and Reporting Responsibilities: Ensure compliance with all federal, state, and funding agency financial regulations. Prepare and submit all financial reports and documentation required by funding sources and regulatory bodies. Serve as a liaison with auditors, insurance providers, and external vendors as needed. Assist in maintaining adequate insurance coverage and manage renewals in coordination with leadership. Leadership and Collaboration: Provide financial insight and guidance to the Executive Director, Finance Committee, and department leaders. Support department directors with budget monitoring and fiscal management training. Participate in staff meetings and serve on committees as requested. Perform other related duties as assigned to ensure the effectiveness of the Accounting Department.

Requirements

Bachelor's degree in Accounting, Business Administration, or Finance required
Minimum of 5 years of progressive accounting experience, including supervisory responsibilities.
Strong financial analysis, reporting, and budgeting skills.
Advanced proficiency in Excel, accounting software (QuickBooks or equivalent), and Microsoft Office Suite.
Excellent analytical, organizational, and problem-solving abilities.
Strong interpersonal and communication skills with the ability to collaborate across departments.
Demonstrated ability to prioritize and meet multiple deadlines with accuracy and integrity.
Maintains the highest level of confidentiality and professional ethics.

Nice To Haves

Master's degree preferred.
Certified Public Accountant (CPA) or CPA candidate strongly preferred.
Experience with UKG payroll and HR software preferred.

Responsibilities

Assist the Executive Director in all aspects of financial planning, analysis, and strategy.
Oversee daily business office operations including billing, accounts receivable, payroll, and financial reporting.
Support the preparation and analysis of monthly financial statements for management and Finance Committee review.
Assist in the preparation of annual budgets, DDS Operational Plan, and periodic cost reports.
Ensure accurate and timely completion of required financial reports, including OP Plan, Eight-Month Report, and other state and federal submissions.
Analyze program revenue and expenditures to ensure alignment with approved budgets and compliance with funding restrictions.
Oversee month-end and year-end closing processes, including reconciliations and preparation for annual audits.
Supervise accounting and payroll staff, providing leadership, training, and performance management.
Ensure internal controls and accounting procedures meet all regulatory and funder requirements.
Implement process improvements and automation to increase accuracy, efficiency, and accountability.
Monitor and reconcile accounts, including payroll, bank accounts, insurance, and benefit invoices.
Ensure timely and accurate payroll processing, related taxes, and benefits tracking.
Maintain the agency's accounting software systems and ensure data integrity.
Support audit preparation and respond to auditor inquiries.
Investigate and resolve audit findings, discrepancies, and issues of non-compliance.
Ensure compliance with all federal, state, and funding agency financial regulations.
Prepare and submit all financial reports and documentation required by funding sources and regulatory bodies.
Serve as a liaison with auditors, insurance providers, and external vendors as needed.
Assist in maintaining adequate insurance coverage and manage renewals in coordination with leadership.
Provide financial insight and guidance to the Executive Director, Finance Committee, and department leaders.
Support department directors with budget monitoring and fiscal management training.
Participate in staff meetings and serve on committees as requested.
Perform other related duties as assigned to ensure the effectiveness of the Accounting Department.