
Assistant Director of Finance - Hybrid Sacramento, CA
California Primary Care AssociationSacramento, CA
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Job Description
Association’s Mission: California Primary Care Association's (CPCA's) mission is to lead and position community clinics, health centers and networks through advocacy, education, and services as key players in the health care delivery system to improve the health status of their communities.Purpose of Position:Under the general direction of the Controller, the Assistant Director of Finance supports the financial integrity and operational efficiency of the organization by managing the day-to-day, monthly, and annual accounting activities. This includes oversight of general ledger maintenance, financial reporting, audit preparation, including budget and forecasting processes. The Assistant Director monitors internal budgets to ensure adherence, performing financial analyses to support organizational decision-making.Primary Responsibilities:
- Collaborate with department managers to develop, revise, and monitor budgets for departments, grants, projects, and the organization.
- Maintain and update budgets in accounting software.
- Analyze budget-to-actual performance monthly across multiple entities and departments; prepare narrative and visual reports to support decision-making.
- Review budget proposals and assist in developing financial justifications and projections.
- Support annual budget preparation and periodic revisions in collaboration with the Controller and CFO.
- Review and analyze activity to ensure it ties to financials and other related reports.
- Continuously work with accounting staff in developing efficient accounting processes to best track, review, analyze, and reconcile accounting activity.
- Compile and analyze financial information to prepare journal entries to general ledger accounts, and document business transactions.
- Assist in managing the month-end and year-end close processes, ensuring accuracy and timely completion.
- Assist with month-end and year-end financial preparation by preparing financial statements and comparing budget to actuals.
- Assist in preparing audit schedules and responding to auditor inquiries during the annual audit process.
- Assist in preparing tax schedules and responding to tax inquiries during the annual tax preparation process.
- Participate in ad hoc projects, special reporting requests, and strategic finance initiatives at the direction of the Controller or CFO.
- Play a key support role in the implementation of financial best practices and in maintaining high standards of accuracy and accountability throughout the organization’s financial operations.
- Assist with grant, budget management, and contract development and reporting.
Skills and Abilities Required:
- Oversee and provide direction to accounting staff.
- Execute the Association’s Strategic Plan in designated areas.
- Train, facilitate, and speak in front of Association staff.
- Collaborate effectively across departments, applying strong analytical skills, sound judgment, and digital tools to meet deadlines and optimize processes.
- Manage complex projects and programs, and provide strategic direction to staff teams on projects and programs, including program evaluation needs.
- Strong presentation and written communication skills.
- Develop solid relationships with strategic partners, vendors, Association membership and the board of directors.
- Work collaboratively with senior leadership and multi-departmental teams.
- Effective problem solving, time management, and critical thinking skills.
- Proficiency in Microsoft Office and web-based applications and platforms.
- Attends and participates in required Association meetings,
- Reports regularly to supervisor.
- Participates in CPCA events and represents the Association as requested to include state and national events.
- Travel for national and regional meetings, training and site visits by air and ground transportation.
- Other duties as assigned.
- Hearing and speaking to exchange information
- Operating a computer and other office productivity equipment
- Seeing to read a variety of materials
- Bending at the waist, kneeling, or crouching
- Sitting or standing for extended periods of time
- Lifting objects up to 30 pounds
- Close vision and ability to adjust focus
- Noise level is generally moderate, but at times can be noisy
- Meetings conducted in a Zoom or office setting
- Indoor varying temperature
- Employee must have available transportation and be able to commute into office
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