Planetree Manager FinanceController

The Finance Manager / Controller manages Planetrees 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

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/Coordinators 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 Planetrees 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

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 Planetrees 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 Planetrees 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 contractors legal duty to furnish information.

The expected base salary for this position ranges from $75000 to $95000. 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: Experience:

Manager