Director of Finance - The Well - Norfolk, NE

The Well NE•Norfolk, NE

7d•Onsite

About The Position

The Director of Finance ensures strong financial stewardship across The Well’s entities and plays a key role in sustaining ethical, efficient, and mission-aligned business practices. This position leads budgeting, forecasting, grant and contract compliance, and financial strategy across The Well, Friends of the Well, and Northern Hills. By overseeing accounting systems and guiding financial literacy throughout the organization, the Director of Finance builds transparency, accountability, and long-term sustainability. This is a full-time, in-office position based at The Well in Norfolk.

Requirements

Bachelor’s degree in Accounting, Finance, or related field 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.

Nice To Haves

Master’s degree preferred.

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.