Finance Manager
Apple Tree Dental is a nationally recognized, innovative non-profit group practice committed to delivering comprehensive, high-quality dental care to patients of all ages and abilities. We serve communities both at our Centers for Dental Health and through mobile and on-site services in long-term care and assisted living facilities, Head Start centers, group homes, and schools.
The Finance Manager is a leader in the accounting team. The Finance Manager is responsible for the accuracy, integrity, and timeliness of financial reporting by leading general ledger activities, account reconciliations, and month-end close processes. This role ensures strong internal controls, supports audit readiness, and contributes to financial system and process improvements. This position supports responsible stewardship of organizational resources and contributes to financial transparency in support of Apple Tree Dental’s mission.
The role is ideal for an experienced accounting professional who enjoys hands‑on work, continuous improvement, and contributing to a mission‑driven organization.
Key Responsibilities:
General Ledger & Financial Reporting
o Prepare and review journal entries and supporting documentation.
o Maintain general ledger accuracy and account integrity.
o Perform balance sheet reconciliations.
o Prepare and review monthly and year-end financial statements.
o Analyze financial results and investigate variances.
o Maintain supporting schedules and documentation for financial activity.
o Support accounting for restricted funds, grants, and donor contributions as applicable.
o Maintain fixed asset accounting and related schedules.
o Oversees Grants accounting. Include invoices, expense tracking, financial report preparation and submission following the terms and conditions of each agreement.
o Assist with monitoring cash flow and expense management.
o Calculate and report incentive program results and production analysis.
o Supervise assigned accounting area
o Assist with development and maintenance of accounting policies and procedures.
o Become the subject matter expert of assigned accounting area.
Month‑End Close & Reporting
o Lead assigned portions of the monthly and annual close process.
o Follow close timelines and ensure completion of deliverables.
o Prepare accruals and adjusting entries.
o Review transaction activity for accuracy and completeness.
o Document and improve close procedures.
o Support financial review and reporting processes.
o Proactively provide financial insights and analysis to the CFO.
Internal Controls & Compliance
o Ensure transactions follow established approval and posting workflows.
o Maintain and support internal control processes.
o Support segregation of duties and audit trail integrity.
o Identify control risks and recommend process improvements.
o Prepare audit schedules and assist with external audit requests.
o Support compliance with GAAP and nonprofit accounting standards.
o Assist with government filing
Budget
o Assist with grant budgets
o Assist with financial budget
Collaboration
o Partner with clinical offices and internal teams to address accounting questions
o Contribute to financial system improvements and process enhancements
o Comfortable using various systems to derive data to assist analytical work
o Perform other accounting duties as assigned
Why Join Us?
Requirements
- Bachelor's degree in Accounting or Finance
- 4+ years of relevant accounting experience
- Demonstrated experience with month‑end close processes and strong analytical ability to develop actionable insights
- Strong leadership with a proven track record of results driven work
- Working knowledge of US GAAP and ability to apply guidance in practice
- Strong Excel skills and proficiency with Microsoft Office
- High attention to detail with the ability to Ability to clearly communicate effectively with stakeholders at all levels.
- Strong work ethic, collaboration skills, and commitment to continuous improvement
- Comfort using technology to improve efficiency and workflows
- CPA (active or inactive)
- Experience with revenue cycle management and grants management
- Experience with QuickBooks, Sage or other accounting software. Financial system implementation or upgrade experience
- Excellent critical thinking, problem-solving, and decision-making skills.
- Lease accounting experience (e.g., LeaseCrunch)
- Excellent time management and organizational skills
- Ability to work independently or in a team setting
Additional Preferred Qualifications
Additional Expectations
- Demonstrate professionalism, teamwork, and respectful communication
- Maintain confidentiality and ethical standards
- Participate in training, departmental meetings, and continuous learning
- Follow safety practices and organizational policies
- Embrace and embody Apple Tree Dental’s mission, vision, and values
Physical Demands
- Prolonged sitting may be required.
- Must be able to perform physical movements/motions with the degree of mobility, manual dexterity and hand-eye coordination normally associated with office tasks on a frequent, repetitive basis.
- The ability to distinguish letters and symbols.
- The ability to utilize telephones, computers, keyboards and copiers is required.
- Must be able to work under stressful conditions, and tolerate irregular hours when required.
- Ability to lift up to 20 lbs. is required.
- Manual dexterity is needed for using a calculator, adding machine and keyboard
Apple Tree Dental reserves the right to revise or change job duties and responsibilities as business needs arise. In compliance with EEOC 29 CFR part 1630, if the essential functions of this position cannot be performed in a satisfactory manner by the employee, further accommodations shall be made if it does not constitute undue hardships upon this organization.