Managing Director, Finance

Overview

The Managing Director, Finance is responsible for leading all finance and accounting activities at Partners In Health (PIH) including budgeting, forecasting, financial statement preparation and analysis, organizational audit, and policy development. As a critical member of the U.S. Coordination Site leadership team, this position will drive the creation and adoption of systems, tools, and processes aimed at linking PIH's organizational strategy to long-term financial goals.

The Managing Director, Finance will also play a key role on the PIH Board Finance and Audit Committees, supporting the Chief Financial Officer (CFO) in preparing and conveying pertinent information to both groups.

Team Management and Development (40%)

• Supervise the U.S. Coordination Site Finance Team of approximately 20 people, including establishing priorities, monitoring progress, ensuring team cohesion, and directly managing the leads of the Accounting, International Finance, and Financial Analysis functions.
• Oversee the development of a ~100 person global finance team across ten locations with a focus on best practices in accounting, budgeting, financial reporting, audit management, systems usage, and data quality.

Financial Reporting (40%)

• Lead the evaluation of the organization's financial health and performance in relation to long-term operational goals and provide insight and recommendations for consideration.
• Oversee the monthly financial reporting process, which includes project management, review of draft financials, development of a monthly reporting package for senior leaders, and presentation of the analysis to various stakeholder groups, as needed.
• In close partnership with the CFO, develop materials and messaging for key stakeholder groups, including PIH Board of Directors, Board Finance and Audit Committees, Executive Committee, and Leadership Council, and play a key role in the presentation of these materials.
• In close partnership with fundraising leaders, establish clear procedures and metrics as it relates to the planning, projecting, and measuring of PIH's resource mobilization efforts.

Organizational Audit (10%)

• Lead the organizational audit process including preparation of annual financial statements, auditor relationship management, and development and execution of strong audit plans.

Finance Processes, Systems, and Vendor Relationship Management (10%)

• Lead the strategy, design and implementation of finance and accounting systems.
• Oversee the creation and implementation of organizational financial policies and processes with a specific focus on expense management and efficient use of resources.
• Serve as a key U.S.
  
  -based banking contact and relationship manager for several institutions, ensuring appropriate and proactive management of organizational cash, including various investment portfolios.

• 10+ years of relevant work experience in similar roles or industries
• Minimum of Bachelor s degree in finance from an accredited college or university.
• Certified Public Accounting (CPA) license required.
• Experience in an audit management and U.S. not-for-profit GAAP.
• Ability to take complex data sets, distill into clear slides, and effectively communicate key takeaways to various stakeholder groups.
• Experience building, implementing, and optimizing financial planning and expense management processes that support an organization's strategic direction.
• Proficiency in using and learning financial software.

• Demonstrates the organization s core values of:
  Commitment, Humility, Integrity and Pragmatic Solidarity/Accompaniment
• Accountability - Able to accept responsibility for one's actions, outcomes, and those of their team.
• Achieving results - Able to design and conduct work with clarity and integrity: to set realistic targets for themselves and others, ensure availability of resources, monitor progress and performance, accomplish meaningful outcomes, evaluate achievements, and integrate lessons learned.
• Adaptability - Able to adapt to change, to balance multiple demands, consider new approaches, and persist towards solutions in changing circumstances.
• Teamwork - Able to work well with others to…