Finance Director

Western Health Advantage•Sacramento, CA

10d•$180,000 - $225,000•Hybrid

About The Position

Western Health Advantage is seeking a strategic and experienced Finance Director to help drive the financial strength and long-term success of the organization. In this senior leadership role, you will work closely with the Chief Financial Officer (CFO) and Finance team to oversee core financial functions, ensure regulatory compliance, and support organizational planning and performance. This role is ideal for a finance leader who combines strong technical accounting expertise with collaborative leadership, operational insight, and a commitment to continuous improvement.

Requirements

Extensive experience in financial accounting, reporting, budgeting, and audit coordination
Strong knowledge of Generally Accepted Accounting Principles (GAAP)
Demonstrated experience managing teams, setting performance expectations, and developing staff
Experience coordinating external audits and working with regulatory bodies
Strong analytical, communication, and presentation skills
Ability to collaborate effectively with executive leadership and cross-functional teams
Strong commitment to data security, compliance, and ethical financial practices

Nice To Haves

Experience in healthcare or health plan environments
Experience working with nonprofit or regulated organizations
Familiarity with IRS Form 990, statutory reporting, and rating agency reviews (e.g., A.M. Best)

Responsibilities

Supporting the CFO in developing and executing organizational strategies, financial plans, and the annual budget
Reviewing and analyzing departmental and organizational performance against targets, KPIs, and business objectives
Collaborating with executive leadership to develop and implement plans to address performance gaps and achieve business goals
Aligning and documenting departmental priorities, goals, and objectives on a quarterly and monthly basis
Representing the Finance department by presenting financial performance, project updates, and analysis to internal and external stakeholders
Supporting the CFO in developing and maintaining key stakeholder relationships
Managing departmental staffing plans and overseeing hiring, training, supervision, and performance management in partnership with Human Resources
Maintaining high performance standards through regular communication, coaching, counseling, and performance evaluations
Promoting ongoing professional development for Finance staff and maintaining personal professional growth
Overseeing all financial accounting, reporting, and financial statement operations in accordance with GAAP and statutory standards
Developing, implementing, and ensuring compliance with internal financial and accounting policies and procedures
Managing treasury functions, including cash management, banking relationships, and investment accounts in collaboration with investment advisors
Coordinating all external financial audits, including preparation of audited financial statements and auditor-requested schedules
Overseeing preparation and coordination of IRS Form 990, year-end 1099s, and 1095s, and serving as a key contact with tax preparers and the IRS
Coordinating annual rating reviews with A.M. Best
Overseeing internal audit activities across eligibility, groups, providers, claims, accounts payable, and payroll
Ensuring financial data security and compliance with applicable laws and regulations
Establishing guidelines for budgeting and forecasting and preparing the annual administrative budget with the CFO and department leaders
Promoting and enforcing WHA privacy and information security policies, including ensuring staff training and compliance
Performing special projects and additional duties as assigned