Senior Director of Finance

Sr. Director of Finance

Reports To: Chief Financial Officer

Department: Finance

Position Summary

The Sr. Director of Finance provides strategic financial leadership and oversight across Lakemary Center. This role partners with the CFO and executive leadership team, , leads budgeting and forecasting, and ensures financial analysis supports organizational decision-making. The Sr. Director of Finance focuses on forward-looking financial management, compliance, and continuous improvement.

Essential Duties & Responsibilities

Strategic Financial Leadership

Collaborate with CFO and executive leadership to align financial strategy with organizational goals.

Provide timely financial analysis and recommendations to support decision-making.

Identify areas for process improvement and implement strategic changes to enhance efficiency, reduce costs, and streamline workflows.

Budgeting & Forecasting

Lead annual operating and capital budgeting process in collaboration with department leaders.

Develop rolling forecasts and multi-year financial projections.

In collaboration with the CFO, prepare financial models to support program expansion and strategic initiatives.


Compliance & Reporting

Ensure compliance with federal, state, and local financial regulations.

Ensure compliance with grant requirements and oversee preparation of timely and accurate grant financial reports.

Prepare accurate financial statements and management reports.

Support annual audit and regulatory filings. Includes being primary contact for external auditors.

Develop, implement, and monitor accounting policies and procedures to ensure efficient and effective operations.

Team Leadership

Oversee Payroll Specialist; Credentialing, Contracting, and Medical Claims Coordinator; and Representative Payee functions.

Foster a culture of accountability, collaboration, and continuous improvement.

Qualifications

Bachelor's degree in Accounting, Finance, or related field required.

7+ years of progressive nonprofit finance experience with leadership responsibility.

Strong knowledge of GAAP and regulatory compliance requirements.

Proficiency in accounting systems and Microsoft Office (Excel, Word, PowerPoint).

Excellent communication, organizational, and analytical skills.

Ability to work collaboratively across departments and with external stakeholders.

Lakemary provides competitive compensation and benefit package including medical, dental, vision, and life insurance plans; paid time off; and a 401(k)-retirement plan

Certifications:

Lakemary provides training in program specific coursework.

Special Considerations:

Some environments/shifts require same sex staff due to regulatory requirements.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. EEO

Diversity, Equity, and Inclusion (DEI) Statement:

For the last 50 years we have been working to create workplaces that reflect the communities we serve and a place where everyone feels empowered to bring their full, authentic selves to work. We embrace this from our mission.