Finance Manager

Organizational Overview

Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold:

• To create lasting, positive change for our clients through personalized, evidence-based treatment plans.

• To train and empower professionals locally, nationally, and globally to deliver top-tier care.

At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive and Behavioral Therapies (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments.

Position Overview

Reporting to the Executive Director, the Finance Manager plays a key part in financial planning, data analysis, and performance reporting to support strategic decision-making. The Finance Manager will collaborate across departments to ensure the accuracy and timeliness of financial reporting and contribute to continuous process improvements.

Responsibilities

Financial Planning & Analysis

• Develop and maintain annual budgets, forecasts, and long-range financial plans in alignment with practice goals.

• Analyze financial data to support strategic planning and operational decision-making.

• Conduct variance analysis comparing actual performance to budget, identifying trends and potential cost-saving opportunities.

Financial Reporting

• Prepare monthly, quarterly, and annual financial reports for executive leadership, including profit & loss statements, balance sheets, and cash flow statements.

• Generate custom financial reports to evaluate service line profitability (e.g., therapy vs. testing).

• Ensure reports comply with GAAP (Generally Accepted Accounting Principles) and internal accounting policies.

• Recommend and implement improvements to reporting tools and financial processes

Healthcare Revenue Cycle Support

• Analyze billing trends, insurance reimbursements, and patient collections to identify revenue leakage or improvement opportunities.

Operational Efficiency & Business Insights

• Track key performance indicators (KPIs) such as clinician productivity, session volume, client retention, and appointment no-show rates.

• Assist in resource allocation planning, including staffing models and scheduling efficiency.

• Develop dashboards or visualizations for non-financial leadership to understand performance metrics.

Cost Control & Profitability

• Monitor practice expenses, including rent, software subscriptions, clinical supplies, and employee benefits.

• Analyze return on investment (ROI) for marketing initiatives, technology tools, and facility expansions.

• Recommend cost reduction strategies without compromising quality of care.

Compliance & Audit Support

• Support external audits and internal reviews by ensuring accurate documentation and financial transparency.

• Assist in compliance with healthcare regulations, and funding source reporting.

Collaboration & Communication

• Partner with the Co-founders, Executive Director, Clinical Director, HR, and other departments to provide financial insight on decisions related to staffing, services, and patient experience.

• Translate complex financial data into actionable insights for clinical and administrative teams.

• Prepare and present financial reports and forecasts during leadership meetings.

General Support:

• Provide assistance with administrative tasks and special projects as needed.

• Other duties as assigned.

Working Conditions:

With or without reasonable accommodation, the Finance Manager must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include:

• Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials.

• Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds.

• Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately.

• Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment.

Communication Requirements:

• Effectively review, summarize, and communicate key information to support problem-solving and decision-making.

• Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism.

Complexity and Independent Action:

• Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions.

• Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role.

Travel

• Occasional travel may be required to support off-site meetings or operational needs.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 3+ years of experience in financial analysis or reporting

• Strong analytical and critical thinking skills

• Advanced proficiency in Microsoft Excel; familiarity with financial software such as QuickBooks, ExpensePath, and Paychex is a plus

• Excellent attention to detail, organization, and time management

• Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals.

• Ability to manage multiple priorities in a fast-paced environment

• Demonstrates the highest level of discretion and confidentiality.

• Highly resourceful team player with the ability to work independently.

Compensation and Benefits:

• Competitive benefits package.

• Discretionary bonus opportunities.

• 401(k) matching after six months of employment (up to 3.5%)

• Generous paid time off

• Annual increases based on performance