Director of Financial Reporting

Beacon Specialized Living•Kalamazoo, MI

1d•Remote

About The Position

The Director of Financial Reporting is responsible for leading the organization’s financial reporting function, ensuring accurate, timely, and compliant reporting in support of a mission-driven Behavioral Health organization. This role requires a basic working knowledge of GAAP and how financial data flows through an organization, while partnering with finance leadership to translate that information into clear, reliable reporting. The Director serves as a key owner of the Vena platform, overseeing template development, modeling, workflows, user access, and ongoing system optimization—including the thoughtful adoption of AI-enabled tools—to improve insight, consistency, and scalability in a fully remote environment

Requirements

Bachelor’s degree in Accounting, Finance, or related field
Strong experience in financial reporting
Hands-on Vena experience including: template building modeling workflow building
experience serving as a Vena system owner or administrator
familiarity with Vena Copilot or other AI-assisted financial planning and reporting tools
Strong Excel skills and comfort working in a structured reporting environment
Basic understanding of GAAP and financial statement preparation
Ability to work independently, manage deadlines, and communicate effectively in a remote role

Nice To Haves

Experience in Behavioral Health, healthcare, or human services organizations
Experience in improving reporting processes through automation and standardization

Responsibilities

Lead the preparation of monthly, quarterly, and annual financial reporting packages at a corporate level while fulfilling ad hoc regional reporting as requested.
Ensure reporting accuracy, consistency, and alignment with organizational standards and internal controls
Perform variance analysis and communicate key trends, risks, and performance drivers to leadership
Support review requests through organized documentation and clear reporting support
Build and maintain Vena input templates and reporting templates using best practices for usability, consistency, and accuracy
Design templates that support structured data entry, validations, versioning, and standardized formatting
Create and refine templates that align with reporting cycles (monthly/quarterly) and support multiple stakeholders across the organization
Implement template controls such as: drop-down lists and input restrictions conditional formatting and error-checking structured layouts for department or entity-level reporting
Develop and maintain Vena models to support reporting, forecasting, and financial analysis
Build scalable structures for multi-department, multi-location, or multi-program reporting environments
Create modeling logic to support: allocations and cost distribution driver-based calculations scenario comparisons and trend analysis rollups and consolidations across teams or cost centers
Build and manage Vena workflows to streamline collaboration, improve accountability, and ensure timely completion of reporting tasks
Configure workflow steps, assignments, approvals, and deadlines aligned to monthly reporting timelines
Monitor workflow progress, troubleshoot bottlenecks, and drive completion across contributors
Improve workflow design over time by strengthening: visibility and tracking audit readiness and documentation process consistency and governance
Serve as a functional owner of the Vena platform, ensuring the system continues to evolve alongside organizational needs
Stay current on Vena product updates, new features, and best practices, including emerging capabilities in AI-enabled tools (e.g., Vena Copilot)
Evaluate and recommend enhancements that improve: reporting accuracy and speed user experience and adoption automation and analytical insight
Partner with Finance leadership to thoughtfully introduce and govern new Vena functionality, ensuring changes are well-documented, tested, and aligned with reporting standards
Leverage AI-enabled features, where appropriate, to support: faster analysis and insights improved forecasting and scenario evaluation reduction of manual or repetitive reporting tasks
Manage Vena user access, roles, and permissions, ensuring appropriate segregation of duties and data security
Maintain user lists and access levels as roles change, including onboarding and offboarding users
Partner with Finance leadership and IT (as applicable) to ensure Vena access aligns with organizational controls and audit expectations
Periodically review user access and permissions to ensure continued compliance and system integrity
Serve as a point of contact for resolving Vena access issues and permission-related questions