Planetree Manager Finance/Controller

Description The Finance Manager / Controller manages Planetree's day-to-day finance and accounting function and is responsible for accurate, timely financial operations and reporting. The role oversees the general ledger and close, budgeting and forecasting support, cash-flow reporting, accounts payable and receivable oversight, audit preparation, and finance policies, procedures, and controls. Working under the Vice President, Corporate Services, the role translates organizational priorities into reliable budgets, forecasts, reports, and financial processes. The position provides financial analysis and recommendations but does not hold sole responsibility for enterprise strategy, Board governance, organizational risk management, or final approval of major financial decisions. The position is designed to supervise and work alongside a Finance Accountant/Coordinator who manages transaction processing, routine reconciliations, supporting documentation, compliance calendars, audit requests, collections follow-up, and recurring reporting support. Responsibilities and system access must be assigned to maintain appropriate segregation of duties. Finance Team Structure Role Primary Accountability Vice President, Corporate Services Sets executive direction; owns final budget and forecast recommendations, major financial decisions, Board-level communication, and enterprise risk oversight. Finance Manager / Controller Manages accounting, close, reporting, budgeting and forecasting processes, finance controls, cash-flow reporting, analysis, and supervision of finance support. Finance Accountant / Coordinator Processes AP and AR, prepares reconciliations and schedules, maintains supporting records and trackers, and supports audit, compliance, collections, and routine reporting. Responsibilities Financial Management and Business Support Manage the day-to-day finance function and serve as the primary operational finance contact for leadership and budget owners. Provide the Vice President, Corporate Services with timely financial data, analysis, and recommendations to support organizational decisions. Identify material trends, variances, cash concerns, and control issues and escalate them promptly with recommended actions. Coordinate with external accountants, tax advisors, auditors, banks, and other finance partners within approved scopes of work. Accounting, General Ledger, and Financial Close Manage the integrity of the general ledger and the accuracy and completeness of financial records. Manage monthly and year-end close activities, including review of journal entries, accruals, reconciliations, and supporting schedules prepared by finance staff or external support. Ensure accounting transactions are recorded consistently and in accordance with applicable accounting standards, organizational policies, and nonprofit requirements. Review account reconciliations, investigate discrepancies, and ensure corrective items are resolved and documented. Maintain close checklists, accounting schedules, and audit-ready supporting documentation. Budgeting, Forecasting, and Financial Planning Support Coordinate the annual budget process under the direction of the Vice President, Corporate Services, including the calendar, templates, assumptions, and budget-owner submissions. Consolidate departmental and regional submissions and prepare draft organization-wide budgets and forecasts for leadership review. Maintain rolling forecasts and cash-flow projections based on actual performance, commitments, and updated operational assumptions. Prepare budget-to-actual and forecast variance analysis and help budget owners understand financial implications and corrective actions. Maintain planning models, assumptions, and documentation so forecasts are transparent and repeatable. Financial Reporting and Analysis Prepare accurate monthly, quarterly, year-end, and ad hoc financial reports in accordance with established deadlines. Develop concise dashboards and analysis covering revenue, expenses, cash, receivables, payables, budget performance, and other key indicators. Prepare leadership and Board financial materials for review and presentation by the Vice President, Corporate Services or executive leadership. Support project, contract, restricted-fund, grant, and sponsorship reporting as applicable. Explain financial information clearly to non-financial stakeholders and respond to reasonable follow-up questions. Accounts Payable, Accounts Receivable, and Cash Oversight Supervise the Finance Accountant/Coordinator's processing of invoices, payment requests, expense reimbursements, billing, cash receipts, and collections follow-up. Review payment packages for coding, approval, budget alignment, documentation, and policy compliance; payment authorization remains subject to delegated approval limits. Oversee client invoicing and receivables aging and coordinate with internal owners to resolve missing billing inputs or overdue balances. Monitor cash balances, banking activity, upcoming disbursements, and short-term cash needs, and provide regular cash-flow reporting. Review bank and credit-card reconciliations prepared by finance support and ensure discrepancies are resolved. Compliance, Internal Controls, and Financial Risk Maintain and improve practical finance controls, approval workflows, accounting procedures, and documented review requirements. Ensure duties and system access are assigned so that no individual initiates, approves, records, and reconciles the same transaction. Coordinate annual audit preparation, requested schedules, supporting documentation, and follow-up items with finance staff and external partners. Maintain a finance compliance calendar with the Finance Accountant/Coordinator and external advisors for audit, tax, nonprofit, grant, and other financial reporting deadlines. Monitor adherence to finance policies and escalate suspected errors, control gaps, noncompliance, fraud concerns, or material financial risks to the Vice President, Corporate Services. Support required filings and risk responses; legal, tax, insurance, and enterprise compliance determinations remain with the appropriate executive owner or qualified external advisor. Financial Systems, Documentation, and Process Improvement Maintain effective use of accounting, reporting, purchasing, expense, and related finance systems in coordination with Technology. Maintain current procedures, calendars, templates, account mappings, and recurring-report instructions. Improve workflows and automation to increase accuracy, timeliness, transparency, and ease of use. Support appropriate finance-system access, backup coverage, and continuity planning. Team and External Partner Coordination Supervise, prioritize, coach, and review the work of the Finance Accountant/Coordinator. Establish clear deadlines, review points, and backup arrangements for recurring finance processes. Coordinate external accounting or bookkeeping resources and confirm that contracted deliverables are complete and timely. Maintain constructive working relationships with budget owners, auditors, banks, vendors, and other partners. Teamwork & Culture Live and uphold Planetree's Mission, Vision, and Values. Work collaboratively, reliably, and respectfully with colleagues across the organization and globally. Demonstrate compassion, openness, accountability, confidentiality, and sound judgment. Contribute to continuous improvement, organizational learning, and constructive feedback. Complete mandatory training and required compliance activities in a timely manner. Critical Skills Strong working knowledge of accounting principles, nonprofit accounting, financial reporting, budgeting, forecasting, and internal controls. Demonstrated ability to manage monthly close, general-ledger integrity, reconciliations, AP/AR oversight, and cash-flow reporting. Ability to review detailed accounting work while maintaining focus on deadlines, material issues, and organizational priorities. Sound understanding of segregation of duties, documentation standards, audit readiness, and financial compliance coordination. Strong analytical, organizational, problem-solving, and supervisory skills. High accuracy, attention to detail, professional judgment, and discretion. Ability to explain financial information clearly to non-financial audiences and work effectively across teams. Strong spreadsheet and financial-systems skills and the ability to improve processes without weakening controls. Competencies Area Minimum Preferred Education Bachelor's degree in Accounting, Finance, Business Administration, or a related field; an equivalent combination of education and relevant experience may be considered. Advanced degree or relevant finance/accounting certification. Experience Five to seven years of progressive accounting or finance experience, including month-end close, financial reporting, budgeting, AP/AR oversight, reconciliations, and audit support. Nonprofit, multi-entity, or international experience; two or more years supervising staff or external providers. Technology Advanced Excel skills; proficiency with QuickBooks or a comparable accounting system and Microsoft 365. Experience with Salesforce, expense and purchasing workflows, reporting dashboards, or similar systems. License n/a CPA, CMA, or equivalent credential preferred but not required. Language English proficiency - written and verbal. Additional language proficiency is an asset in Planetree's global environment. Performance Evaluation Performance will be evaluated based on: Accuracy, timeliness, and reliability of the monthly close and financial reporting. Quality of budgets, forecasts, variance analysis, and cash-flow reporting. Timely and controlled AP, AR, billing, collections, and reconciliation processes. Strength of documentation, internal controls, segregation of duties, compliance tracking, and audit readiness. Effectiveness in supervising finance support and coordinating external providers. Quality of decision support, issue escalation, process improvement, and service to stakeholders. Demonstration of Planetree's Mission, Vision, Values, and cultural expectations. Diversity Statement Planetree is a non-profit 501(c)(3) organization. We work in over 30 countries and value diversity in our work and workplace. We promote respect, inclusion, and compassion across all stakeholders in the healthcare enterprise. We encourage qualified candidates of all backgrounds to join our mission-driven team. Additional Information All positions at Planetree require an applicant who has accepted an offer to undergo a background check. The specific checks are based on the nature of the position. Background checks may include some or all the following: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Planetree, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetree’s employment policies. You will be notified during the hiring process which checks are required for the position. Pay Transparency Non-Discrimination Notice – Planetree will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. The expected base salary for this position ranges from $75,000 to $95,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. All your information will be kept confidential according to EEO guidelines. Our privacy policy can be found here: https://www.planetree.org/privacy-policy Qualifications Skills Behaviors : Motivations : Education Required Bachelors or better in Finance or related field.