Manager of Financial Reporting

The Director of Financial Reporting is responsible for leading the organization's financial reporting function, ensuring accurate, timely, and compliant reporting in support of a mission-driven Behavioral Health organization. This role requires a basic working knowledge of GAAP and how financial data flows through an organization, while partnering with finance leadership to translate that information into clear, reliable reporting. The Director serves as a key owner of the Vena platform, overseeing template development, modeling, workflows, user access, and ongoing system optimization—including the thoughtful adoption of AI-enabled tools—to improve insight, consistency, and scalability in a fully remote environment

* Financial Reporting
* * Lead the preparation of monthly, quarterly, and annual financial reporting packages at a corporate level while fulfilling ad hoc regional reporting as requested.

* Ensure reporting accuracy, consistency, and alignment with organizational standards and internal controls

* Perform variance analysis and communicate key trends, risks, and performance drivers to leadership

* Support review requests through organized documentation and clear reporting support

* Vena Reporting, Modeling, and Workflow Leadership (Required)
* This role requires hands-on expertise in Vena template building, modeling, workflow development, system optimization & managing access, security & governance including:

* Vena Template Building
* * Build and maintain Vena input templates and reporting templates using best practices for usability, consistency, and accuracy

* Design templates that support structured data entry, validations, versioning, and standardized formatting

* Create and refine templates that align with reporting cycles (monthly/quarterly) and support multiple stakeholders across the organization

* Implement template controls such as:

* * drop-down lists and input restrictions

* conditional formatting and error-checking

* structured layouts for department or entity-level reporting

* Vena Modeling
* * Develop and maintain Vena models to support reporting, forecasting, and financial analysis

* Build scalable structures for multi-department, multi-location, or multi-program reporting environments

* Create modeling logic to support:

* * allocations and cost distribution

* driver-based calculations

* scenario comparisons and trend analysis

* rollups and consolidations across teams or cost centers

* Vena Workflow Building
* * Build and manage Vena workflows to streamline collaboration, improve accountability, and ensure timely completion of reporting tasks

* Configure workflow steps, assignments, approvals, and deadlines aligned to monthly reporting timelines

* Monitor workflow progress, troubleshoot bottlenecks, and drive completion across contributors

* Improve workflow design over time by strengthening:

* * visibility and tracking

* audit readiness and documentation

* process consistency and governance

* Vena Platform Ownership, Optimization & AI Enablement
* * Serve as a functional owner of the Vena platform, ensuring the system continues to evolve alongside organizational needs

* Stay current on Vena product updates, new features, and best practices, including emerging capabilities in AI-enabled tools (e.g., Vena Copilot)

* Evaluate and recommend enhancements that improve:

* * reporting accuracy and speed

* user experience and adoption

* automation and analytical insight

* Partner with Finance leadership to thoughtfully introduce and govern new Vena functionality, ensuring changes are well-documented, tested, and aligned with reporting standards

* Leverage AI-enabled features, where appropriate, to support:

* * faster analysis and insights

* improved forecasting and scenario evaluation

* reduction of manual or repetitive reporting tasks

* User Access, Security & Governance
* * Manage Vena user access, roles, and permissions, ensuring appropriate segregation of duties and data security

* Maintain user lists and access levels as roles change, including onboarding and offboarding users

* Partner with Finance leadership and IT (as applicable) to ensure Vena access aligns with organizational controls and audit expectations

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