Position Summary:

Responsible for all finance/accounting functions for the organization to include all strategic and tactical matters as they relate to financial management, budgeting, cost benefit analysis, and forecasting needs.

DUTIES AND RESPONSIBILILTIES:

1. Creates and maintains the organizations budget to include working with directors to ensure programmatic success through cost analysis support, and compliance with all contractual and programmatic requirements
2. Oversees the management and coordination of all fiscal reporting activities for the organization including: organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract/grant budgets
3. Oversees all purchasing, payroll, Accounts Payable and Accounts Receivable functions
4. Monitors banking activities of the organization
5. Prepares monthly and quarterly allocation entries related to investment activity and fees
6. Monitors workflow and productivity to ensure deadlines are met
7. Supports annual budget process and preparation of annual tax forms, as necessary
8. Responsible for PBC (Prepared By Client) materials for annual audit to external auditors
9. Ensures adequate cash flow to meet the organization's needs
10. Serves as a trustee of the organization’s 401K Plan
11. Prepares financial reports as necessary for operations of the Clinic, including variance and comparative reporting
12. Completes accurate and timely reporting for all components and ensure accurate and timely submissions of reporting
13. Prepares and presents quarterly financial reporting packet to CEO, Finance Committee and Board of Directors
14. Develops strategies during annual budget process for cost savings and complete budget modeling
15. Collaborates with investment advisors to optimize and manage portfolio including endowment fund and any other mutual / money market funds.
16. Creates and maintains all finance, accounting and payroll policies and procedures
17. Oversees the production of monthly reports including reconciliations with funders and pension plan requirements, as well as financial statements and cash flow projections for use by Executive management, as well as the Audit/Finance Committee and Board of Directors
18. Produces variance reporting
19. Develops and maintains systems of internal controls to safeguard financial assets of the organization and oversee federal awards and programs
20. Oversees the coordination and activities of independent auditors ensuring compliance issues are met, and the preparation of the annual financial statements is in accordance with U.S. GAAP and federal, state and other required supplementary schedules and information
21. Ensures adequate controls are installed and that substantiating documentation is approved and available such that all purchases may pass independent and governmental audits
22. Assists the President, CCO, and Director of Advancement with funding opportunities by drafting prospective programmatic budgets determining cost effectiveness of prospective service delivery

23. Assists in performing all tasks necessary to achieve the organization's mission and help execute staff succession and growth plans
24. Trains the finance department and other staff on raising awareness and knowledge of financial management matters
25. Responsible for interpreting legislative and programmatic rules and regulations to ensure compliance with all federal, state, local and contractual guidelines, ensuring that all government regulations and requirements are disseminated to appropriate personnel, and monitoring compliance
26. Works with Human Resources to investigate cost-effective benefit plans and other fringe benefits which the organization may offer employees and potential employees with the goal of attracting and retaining qualified individuals
27. Assists in the design, implementation, and timely calculations of wage incentives, commissions, and salaries for the staff
28. Oversees the maintenance of the inventory of all fixed assets

29. Follows all HIPAA and OSHA guidelines and regulations
30. Maintains confidentiality of financial and proprietary information/records at all times
31. Maintains established San José Clinic policies, procedures, objectives, quality assurance, safety, environmental and infection control
32. Implements job responsibilities in a manner that is consistent with the San José Clinic Mission and Code of Conduct and is supportive of San José Clinic cultural diversity objectives
33. Performs other related work as required

Qualification, Education and Experience:

1. Bachelor’s or graduate level degree in business administration, accounting or related discipline with substantial course work in financial management subjects
2. Current CPA license preferred
3. Minimum of 5 years of experience in a high level management position
4. Experience in financial management (budgeting, cash management, investments, and strategic planning)
5. Experience with Aplos, a plus
6. Proficient experience in grant/fund accounting and reconciliation
7. Experience working with non-profit organizations is highly preferred
8. Experience with networked accounting systems with a basic knowledge of computer hardware and software including Microsoft Office Suite and practice management system software applications
9. Demonstrated experience in developing methods and procedures for translating the technical aspects of accounting and finance to meaningful reports and controls for the effective financial management of the organization
10. Well-developed analytical and communication skills to prepare and communicate financial data to various users with varying needs
11. Experience with regulatory reporting requirements and tax compliance preferred
12. Demonstrates excellent organizational skills, multi-tasking and effective use of time
13. Able to handle and complete multiple tasks or projects with multiple deadlines
14. Able deal professionally, courteously and efficiently with public and all levels of the organization
15. Ability to operate computer, copier fax, and scanners
16. Demonstrates effective verbal and written communication skills
17. Demonstrates effective customer relation skills, working with diverse populations, often in stressful fast paced environments

18. Bilingual in English/Spanish preferred

Physical Requirements:

1. Ability to sit, stand, bend and stoop for (long) periods of time
2. Ability to exert up to 50 pounds of force occasionally/ frequently
3. Ability to respond to emergency/crisis situations
4. Exposure to noise
5. Exposure to blood and/or fluids

About San Jose Clinic

About San José Clinic San José Clinic is a nonprofit, faith-based healthcare organization providing high-quality medical and dental care to uninsured and underserved individuals in the Houston community. Our team is driven by a shared commitment to compassion, dignity, and service, making a meaningful impact in the lives of those we serve every day.

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