Director of Finance

The Director of Finance ensures strong financial stewardship across The Well’s entities and plays a key role in sustaining ethical, efficient, and mission-aligned business practices. This position leads budgeting, forecasting, grant and contract compliance, and financial strategy across The Well, Friends of the Well, and Northern Hills. By overseeing accounting systems and guiding financial literacy throughout the organization, the Director of Finance builds transparency, accountability, and long-term sustainability.

This is a full-time, in-office position based at The Well in Norfolk.

• Show Up with Generosity:
  We approach our work with a spirit of giving, offering our time and resources to ensure the success of our team and the community we serve.
• Check the Ego:
  We value humility and teamwork over personal ambition; we work collaboratively to achieve our goals.
• Embrace Diversity:
  We are committed to fostering an inclusive environment that respects and values diverse voices and experiences.
• Grounded in Hope:
  We maintain an optimistic, resilient, and realistic outlook, empowering ourselves and others to overcome challenges and thrive.

1. Education & Certification

• Bachelor’s degree in Accounting, Finance, or related field required;
  Master’s degree preferred.
• CPA preferred but not required.

2. Financial Expertise & Technical Skills

• Deep understanding of GAAP, nonprofit fund accounting, and federal Uniform Guidance requirements.
• Experience with Quick Books and Ramp; comfort managing digital platforms for accounting and reporting.
• Proficient in creating financial reports, dashboards, cost allocation models, and forecasting tools.
• Strong skills in auditing, risk mitigation, and internal controls.
• Excellent written and verbal communication skills, with the ability to explain financial concepts to non-financial stakeholders.
• Collaborative and approachable; able to lead, manage, and hold others accountable (LMA).
• Committed to cross-departmental teamwork and financial coaching.

4. Organizational & Strategic Thinking

• Strong analytical, forecasting, and long-term planning skills.
• High attention to detail with the ability to see the big picture.
• Ability to manage multiple funding streams and ensure timely billing, reconciliation, and compliance.

• Lead the finance department, providing LMA to Accounts Payable and Accounts Receivable staff.
• Serve as the primary liaison to HBE
  360, auditors, BOK Financial, and MCOs.
• Lead the Finance Committee of the Board and present regular financial updates at Board meetings.
• Develop long-term financial sustainability strategies, including ROI tracking and productivity cost modeling.
• Prepare financial scenario plans to guide strategic decisions under changing funding or staffing conditions.
• Provide high-level financial analysis to support program expansion, staffing, and capital investments.

• Lead the creation of annual organizational and program-specific budgets in collaboration with directors.
• Conduct monthly or quarterly budget reviews with department heads to track budget-to-actuals and adjust as needed.
• Maintain rolling forecasts and financial planning tools to anticipate needs and identify opportunities.
• Develop and monitor short- and long-term cash flow projections to maintain operational liquidity.

• Manage Quick Books and Ramp accounts for The Well, Friends of the Well, and Northern Hills.
• Ensure accurate coding and categorization of all transactions and provide monthly A/R reports to HBE
  360.
• Oversee all rent collections and monitor for billing errors across sites (e.g., Futures Park, residential programs, NH apartments).
• Monitor expenses, identify inefficiencies, and renegotiate contracts for cost savings.
• Oversee procurement processes and vendor relationships; ensure compliance with purchasing policies.
• Track business loans, coordinate with lenders, and ensure timely payments and financial reporting.
• Oversee any investment or reserve accounts in accordance with board-approved policies.

• Collaborate with the Director of Development to develop…