Senior Director, Finance

JOB DESCRIPTION

The Senior Director of Finance will serve as a strategic partner to the leadership teams (C-Suite and Management Team) and Business Operations team and oversee Health Leads’ financial health. This role includes leading internal financial management and operations; driving forecasting and financial planning processes; ensuring strong internal controls, compliance, and transparency; people management; and managing relationships with external accounting, finance and operations vendors.  The Senior Director of Finance will ensure clear delineation of duties to maintain accountability, compliance, and operational efficiency and will be responsible for developing strategies that support organizational growth and sustainability.

The Senior Director of Finance is a member of the Business Operations Team - a cross-functional team that includes Finance, Operations, and People and Culture. The Senior Director of Finance reports to the Senior Director of Business Operations and closely partners with the Chief Operating Officer.

who we are and what we believe: 
 

Health Leads is an innovation hub that seeks to unearth and address the deep societal roots of racial inequity that impact our health.  We partner with local and national communities and health systems to address systemic causes of inequity and disease. We do this by removing barriers that keep people from identifying, accessing, and choosing the resources everyone needs to be healthy. Health Leads is fueled by a vision of health, dignity, and well-being for every person in every community.

The Senior Director of Finance will play a role in ensuring that every person has the agency to achieve health with dignity. Learn more at www.healthleadsusa.org.

Health Leads is dedicated to pursuing and hiring a diverse workforce. We recognize that diversity, equity, and inclusion are inseparable from our core values and key to inspirational leadership, effective teamwork, mutual learning, and an environment in which we celebrate each other’s differences. To learn more about our mission and vision, and approach to the work read on: https://healthleadsusa.org/about-us/vision/

what you’ll do: 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Financial Leadership & Strategy

• Oversee budgeting, forecasting, cash flow, internal reporting, and compliance with GAAP and regulatory standards
• Develop rolling forecasts and financial strategies to inform organizational priorities
• Develop, document, and monitor financial policies, procedures, processes, and internal controls to ensure compliance with GAAP and other regulatory requirements and strengthen internal controls
• Prepare and present  bi-weekly, monthly, quarterly, and annual financial reports and dashboards to the C-Suite and the Management Team, the Finance Committee,   and the Board of Directors
• Lead the annual bi-annual budgeting process in collaboration with the COO,  SIO, and department heads
• Monitor financial performance against budget and provide actionable insights to leadership
• Manage banking relationships and ensure effective cash management strategies
• Support grant budgeting, reporting, and compliance with SIO, development and program teams
• Maintain and upgrade financial systems as needed
• Supervise internal finance staff, consultants, and temporary support

Oversight of External Accounting Firm

• Serve as primary liaison to the external accounting firm to ensure timely and accurate delivery of general ledger, payroll, reconciliations, and financial statements.
• Review and approve work from the external firm, ensuring accuracy and compliance.
• Lead month-end close and preparation for annual audits in coordination with the accounting firm.
• Align internal and external accounting workflows with clear ownership and accountability.
  

Vendor & Contract Management

• Approve new vendors to ensure alignment with budget and internal controls
• Oversee financial aspects of vendor relationships, including cost monitoring and optimization
• Collaborate with internal stakeholders to establish and maintain systems to track contract obligations, renewal dates, and key deliverables
• Serve as the point of contact for insurance contracts and 401K vendor
  

People Management

• Attract, develop, coach, and retain high-performing finance staff
• Provide regularly coaching, performance feedback, and growth opportunities through structured check-ins and reviews
• Supervise one direct report: Finance and Benefits Manager

Cross-Department Collaboration

• Foster strong relationships across departments to promote understanding and adherence to financial processes.
• Partner with leadership to analyze financial risks and opportunities that shape strategic decisions.

who should apply: 

Those from underrepresented groups often only apply to jobs if they meet all of the qualifications. However, nobody ever meets 100% of the qualifications - if many of them describe you, we encourage you to apply!  Health Leads is committed to helping our staff gain the skills and experience that they desire and need to grow as professionals – we offer an annual stipend to each of our team members to spend on their professional development and cultivate excellent people managers so they can effectively help our staff grow as well.  This might be the right next role for you if you have the following qualifications:

• Bachelor’s degree in Accounting, Finance, or related field required, CPA, CIA, or MBA preferred
• Minimum of 7 -10 years of progressive experience in finance and accounting, preferably in the nonprofit or mission-driven sector
• Demonstrated expertise in forecasting, budgeting, and financial modeling
• Experience managing relationships with external accounting firms, outsourced finance teams and direct reports
• Strong knowledge of GAAP, nonprofit accounting and compliance, and audit (both financial and 401K) preparation
• Exceptional analytical, strategic thinking and problem-solving skills
• Proficiency with accounting and financial software and related software and platforms (e.g. Quickbooks, Sage, HUBSPOT, Bill.com, Ramp, or similar)
• Strong commitment to practicing cultural humility through continuous learning and by actively fostering an environment where all identities and perspectives are respected, represented and valued in every aspect of the work
• Approach the work with an awareness of systemic barriers and a consideration of varied experiences and the needs of others when making decisions and carrying out responsibilities
• Passion for the mission of Health Leads and commitment to Health Leads’ core values: shared leadership, justice through equity and inclusion, empathy and genuine relationships, and constant and courageous learning.  
• An entrepreneurial spirit, strong appetite for handling a degree of ambiguity and ability to lead through change.
• Strong analytical and problem-solving skills with a proven ability to improve business processes and practices to increase efficiency
• Excellent interpersonal communication skills
• Emotional Intelligence. Ability to build and maintain strong and trusting relationships by accurately perceiving and interpreting one’s own and others’ emotions and behavior and able to effectively manage one’s own responses and reactions. A sense of humor, patience and takes joy and pride in your work 
• Constant and Courageous Learner. Brings passionate curiosity, reflection and humility to continuously build on what you have learned from your lived experiences and from others. Seeks genuine feedback and new opportunities to learn and grow. Able to receive and give multi-directional feedback and learn from feedback

working conditions:
 

• Operates remotely in a professional office environment with travel to local offices, community partners, and events as needed.
• Must be able to work within the continental US business hours and travel
• Health Leads offers a competitive salary and a forward-thinking and comprehensive array of benefits, support services, and policies that embody our values and recognize the importance of our employees in the achievement of our mission. Benefits include but are not limited to: 
  • Sustainable Vacation Time (SVT). Our SVT Policy provides employees with flexible paid time off from work that may be used for such needs as vacation, short-term personal or family illness, doctor appointment, school, volunteerism, and other activities that nurture our employees’ whole selves.   
  • Alternate Fridays Off. Health Leads is closed every other Friday in order for our staff to have the time they need to rest, recharge, and care for themselves and their families.  
  • Health, dental, and vision insurance with wide in-network coverage, low co-pays and modest deductibles. 
  • Retirement - 401k plan 

when/where:

Start date: Summer 2025

Location: Remote

how much

 At Health Leads, we strive to offer competitive salaries.  The posted salary range is based on the market value for similar positions at similarly sized organizations and our salary band for the position level.  When determining salary offers, we take into consideration relevant years of experience, total years of work experience and internal benchmarking to maintain internal equity.  We define relevant years of work experience as experience in an equivalent role with similar levels of responsibility and work 

Salary Range: $120,000 - $140,000

Classification: This job is classified as exempt under the Fair Labor Standards Act.

interested?

Application Deadline: June 6th, 2025

Application Instructions: Apply via our website at https://bit.ly/3mv7o4H

equal opportunity statement:
 

Health Leads is an equal opportunity employer and we encourage candidates of color, women, LGBTQ, low-income, and non-college degree holders to apply. Health Leads prohibits the unlawful discrimination against any employee or applicant for employment based on race, color, religion, sex, gender identity, age, national origin, genetic characteristics, disability, status as a special disabled veteran or veteran, marital status, sexual orientation, sexual identity or any other basis prohibited by law.

Additionally, Health Leads adheres to the Americans with Disability Act requirements and reasonable accommodations, upon request and approval, will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.