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Director of Finance and Administration

Director of Finance and Administration

Full Time

Position Summary

Thrive is seeking an experienced, self-motivated individual for our Director of Finance and Administration position located at our Audubon, PA office. This successful candidate will be a hands-on, participative manager and will lead and develop an internal team to support the following areas: finance, business planning, budgeting, Compliance & human resources.

Candidates should enjoy working with a team and clients to support their various needs and have extensive experience supporting c-suite executives. If you are a well-organized individual with a cheerful, professional demeanor who is able to handle multiple priorities in a fast-paced environment, we want to speak with you! Prior experience working in the financial services industry is a plus.

Position Responsibilities:

Financial Management

  • Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements.
  • Coordinate and lead the annual audit process, communicate with external auditors, and assess any changes necessary.
  • Oversee and lead annual budgeting and planning process. Administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team level of the organization’s financial status.
  • Manage organizational cash flow and forecasting.
  • Ensure that the contract billing and collection schedule is adhered to, and that financial data and cash flow are steady and support operational requirements.
  • Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual.
  • Effectively communicate and present the critical financial matters to the appropriate person.

Human Resources, Technology and Administration

  • Further develop Thrive’s human resources and administration, enhancing professional development, compensation and benefits, performance evaluation, schedule training, and recruiting.
  • Ensure that recruiting processes are consistent and streamlined.
  • Establish and manage a comprehensive training program to educate employees regarding staff tools, policies, and procedures.
  • Work closely and transparently with all external partners including third-party vendors and consultants.
  • Oversee administrative functions as well as facilities to ensure efficient and consistent operations as the organization scales.

Qualifications & Attributes:

  • At least 3 to 5 years of overall professional experience; ideally 4-plus years of broad financial and operations management experience.
  • The ideal candidate has experience of final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area, and has preferably overseen a human resources function previously.
  • Excellent mathematical and analysis skills.
  • Verbal and written communication skills to create reports and present them to others.
  • Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of accounting and reporting software.
  • Commitment to training programs that maximize individual and organization goals across the organization including best practices in human resources activities.
  • A successful track record in setting priorities; keen analytic, organization and problem-solving skills.
  • Display well-developed personal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.
  • A multi-tasker with the ability to wear many hats in a fast-paced environment.
  • Personal qualities of integrity, credibility, and dedication.

Skills:

  • Knowledge working with Microsoft Office is required. RedTail CRM, Schwab and Orion, is a plus. 

Compensation:

  • Compensation will be based on experience.
  • Thrive offers an excellent benefit package, including medical, dental, vision, 401K, profit sharing, company paid life insurance and paid time off.

 

To apply for this position, please contact us below!