Summary
Directs and coordinates administrative, financial, technology, and risk management operations across multiple corporations
with 1,400+ team members. Responsible for strategic financial leadership, development of operational strategy, metrics-
driven performance management, and control systems. Ensures compliance with GAAP, CARF standards, and multiple
regulatory frameworks. Provides strategic counsel to CEO, executive leadership team, and Boards of Directors, while
embracing and demonstrating Palmetto Goodwill's Culture and Core Values.
Essential Duties and Responsibilities
Strategic Leadership & Executive Advisory
- Serves as trusted advisor to CEO and executive team on financial strategy and business operations
- Leads development and execution of organizational strategy and initiatives
- Develops and presents strategic recommendations to Board Finance Committee
- Drives data-informed decision making through financial modeling and analysis
- Creates and maintains sophisticated financial models for multiple business scenarios
- Manages relationships with Board Finance Committee and provides regular updates
- Fosters an inclusive, high-performance culture across finance and technology teams
Financial Management & Analysis
Participates as a member of the executive leadership team.Directs accounting operations and financial reporting across 3+ corporationsImplements and maintains robust financial controls and compliance frameworksOversees monthly / quarterly reporting (MORs) and performance analysisDevelops exception reporting and analytics using Power BI and modern toolsLeads capital vs. operating expense analysis and decision-makingManages complex budgeting process across multiple business unitsOversees payroll operations and compensation philosophy developmentConducts sophisticated financial modeling for strategic initiativesImplements automated financial analysis and reporting systemsStrategic Financing & Treasury
Oversees issuance of financial informationDevelops and executes comprehensive financing strategiesManages bond issuance and debt financing initiativesCultivates and maintains banking partner relationships and sponsorshipsOversees cash management and investment strategiesNegotiates and structures complex financial transactionsManages capital structure and financing alternativesEnsures optimal returns on organizational investmentsRisk Management & Compliance
Manages multiple concurrent audit processes (internal and external)Ensures compliance with various regulatory frameworksDevelops and maintains enterprise risk management frameworkProactively identifies and escalates potential issues to leadershipWorks collaboratively with external auditorsMaintains appropriate controls and documentationOversees insurance and risk transfer strategiesEnsures data privacy and protection complianceTechnology & Systems Leadership
Provides executive oversight of IT infrastructure and systemsLeads implementation of financial and operational technologiesDrives adoption of Power BI and advanced analytics toolsEnsures robust disaster recovery and business continuityOversees cybersecurity initiatives and complianceManages digital transformation projectsEvaluates and implements new financial technologiesTeam & Culture Leadership
Builds and develops high-performing teams across multiple functionsImplements and manages return-to-work policiesCreates framework for surfacing and addressing team concernsManages conflict resolution and team dynamicsPromotes collaborative problem-solving cultureEnsures effective cross-functional communicationDevelops succession planning and talent development strategiesStakeholder Management
Manages complex stakeholder relationships across multiple entitiesLeads communication with Board Finance CommitteeMaintains relationships with banking partners and sponsorsManages relationships with external auditors and regulatorsParticipates in strategic partnerships and M&A activitiesDevelops financial plans and provides internal training as needed to meet the needs of internal department and external funding organizations consistent with the mission of Palmetto GoodwillSupervisory Responsibilities
Directly manages Controller, IT Director, and finance leadership team. Responsible for overall direction,
coordination, and evaluation of this unit. Carries out supervisory responsibilities in accordance with the
organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training, addressing
issues, and resolving problems.
Performs other job-related duties as assigned
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