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Director of Finance

THE ORGANIZATION
The Pacific Business Group on Health (PBGH) is a fast‐moving, non‐profit organization focused on improving
health outcomes, experience and affordability for consumers and purchasers across the United States. Since
1989, PBGH has distinguished itself as a national coalition driven by some of the most influential purchasers of
health care in the country, including Boeing, Intel, and Disney. PBGH’s 65 members collectively spend $40
billion a year providing health care coverage to more than 10 million employees, retirees, and dependents. Our
strategic priorities include paying for value, redesigning care, influencing policy, and accelerating transparency.

We are seeking a Director of Finance to join our team of energetic, innovative professionals who are
committed to excellence and impact. We care about the work we do and the difference that we make. This is
your chance to make a difference too.

POSITION DESCRIPTION
Reporting to the COO, the Director of Finance plays a critical role in supporting the strategic and operational
objectives of PBGH through responsibility for financial management and planning, leadership of the finance
team, and serving as a liaison to the PBGH Board of Directors. This individual works in partnership with the
CEO, COO, Board, and other leaders to ensure the organization’s near‐ and long‐term programmatic and
financial vitality.

The Director of Finance is responsible for implementing the infrastructure and systems needed to support the
organization’s financial objectives and maximize its return on financial assets by establishing and implementing
financial policies, procedures, controls and reporting systems. The Director of Finance leads the finance team,
staffs the Board Audit Committee, and partners with senior leadership and staff to develop and implement
business and financial strategies across the organization. The Director of Finance oversees financial
management for PBGH as well as a subsidiary and multiple affiliates, and he/she leads a team of finance
professionals. The Director of Finance role requires a hands‐on, solutions‐oriented leader committed to the
mission of PBGH, operational excellence, and people leadership.

Key responsibilities are detailed below.

Business and Financial Planning

  • Maps the PBGH strategic plan to financial models, identifying financial implications, opportunities and risks.
  • Leads assessment of new business opportunities in partnership with senior leadership and program leads.
  • Continuously tracks, models, and acts upon financial implications of programmatic developments and opportunities.
  • Serves as a primary liaison to the Board Treasurer and Audit Committee, working closely to strengthen PBGH’s financial position and communicating clearly at an executive level.

Financial Management and Reporting

  • Overall financial management and reporting responsibility for PBGH and its subsidiary and affiliates, including monthly, quarterly and annual financial statements to senior management, staff, and Board.
  • Oversees annual audits and 990 preparation for PBGH and its affiliates.
  • Designs and leads the annual budgeting and planning process, and engages the senior management team and budget managers in achieving budget objectives.
  • Manages cash flow and assumes final responsibility for accurate and well‐managed accounts receivable and payable.
  • Protects financial assets and the overall accuracy and reliability of PBGH financial reporting by establishing, monitoring and enforcing appropriate controls, policies and procedures.
  • Ensures compliance with all federal, state and local corporate, tax, and labor laws and recommended practices.

Finance Operations

  • Continuously identifies and operationalizes opportunities for efficient and effective finance processes, leveraging automation wherever possible.
  • Continually evaluates best industry practices in comparison to internal systems.
  • Updates and implements all necessary business policies and accounting practices.
  • Ensures a high level of efficiency and timeliness in finance team deliverables.

Grants Administration

  • Oversees organizational, project, and grants accounting.
  • Coordinates grants compliance between finance, program and fund development; ensures that program managers are kept abreast of grant‐supported work and related balances, and that expenditures are consistently aligned with grant and program budgets.
  • Oversees effective and timely financial reporting for corporate, foundation, and government awards, including full compliance with federal cost principles.

Investment Management

  • Partners with COO to manage financial reserves and investments.
  • Manages external investment firm.

Team and People Leadership

  • Creates a team environment which ensures a positive team culture and staff satisfaction.
  • Mentors and continuously develops finance staff by orienting, training and cross‐training employees.
  • Partners with finance staff in identifying and reaching professional development goals.
  • Maintains and shares professional and technical knowledge.

QUALIFICATIONS

  • 10+ years of non‐profit finance and accounting experience, with at least 5 years managing a non‐profit Finance Department and team of finance professionals.
  • Demonstrated experience in the hands‐on work of financial management and accounting, including: month‐end closings, financial statement preparation, consolidation of reporting across multiple entities, etc.
  • Experience leading annual non‐profit audits and preparation of 990s.
  • Expertise in employing a complex charts of accounts and with advanced accounting software. Experience with SAGE/MIP/ABILA accounting software required. Administrator‐level knowledge of SAGE/MIP/ABILA accounting software strongly preferred.
  • Grant budgeting, reporting and compliance expertise for private foundation, federal, and state grants. OMB A133 regulation knowledge for federal grants. Working knowledge of non‐profit law and regulations.
  • Financial and business planning, budgeting, and analysis expertise. Ability to see beyond the numbers, using data to identify risks and opportunities.
  • Exceptional people leadership, communications, and interpersonal skills. Experience in effectively communicating financial data and insights, including to executive and Board audiences.
  • Ability to thrive in an evolving and deadline‐oriented environment.
  • Bachelor’s degree required, advanced degree and/or CPA preferred.

It is not intended that the above listed duties reflect every job duty, responsibility or task that the employee
may be called upon to perform. The employee is expected to perform all job related duties and tasks assigned
by his/her supervising manager or other authorized manager.

COMPENSATION
Base salary will be determined by the candidate’s experience and qualifications. PBGH offers a competitive
salary, including year‐end bonus potential, a contributory retirement plan, comprehensive benefits, and
opportunities for professional growth.

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