Director of Finance & Administration

The Director of Finance and Administration will play a critical role in partnering with senior leadership, and be a strategic thought-partner as Western Bagel continues to grow. This is a tremendous opportunity for a finance and operations leader to contribute to the overall strategic goals and strengthen the internal competence of a well-respected organization.

The successful candidate will be a hands-on and participative manager and will lead and develop multiple internal teams to support the following areas: Finance & Accounting, 401(k) administration, Budgeting, Business Planning & Forecasting, Insurance and Risk, Union Relations, Human Resources, Administration, and IT.

Reports To

President and Vice President of Operations

Key Responsibilities: Financial & Accounting Management:

• Collaborate with accounting team to prepare, analyze and present financial reports accurately and timely; communicate monthly and annual financial statements to upper management; collate financial reporting materials for management and the bank.
• Collaborate and oversee the accounting team to complete the month-end close, monthly and year-to-date financial statements.
• Support accounting operations, including billing, A/R, A/P, GL, inventory accounting, and revenue recognition.
• Maintain weekly cash flow and forecasting.
• Collaborate with the outside CPA for the annual financial statements review.
• Maintain support for bi-annual sales tax audits.
• Approve purchase orders and implement internal controls as needed.
• Lead the annual budgeting and planning process; work with department heads to monitor budgets and expenses.
• Ensure compliance with bank covenants.
• Administer and review all financial plans and budgets; monitor progress and changes, keeping senior leadership informed of the organization’s financial status.
  
  

401(k) Account Management:

• Manage 401(k) administration, compliance, and annual audits.
• Manage the annual Baker’s Union pension audit.
  
  

Bank Liaison:

• Act as the primary point of contact with the company’s bank, managing banking relationships and provide reports as requested.
• Oversee cash management, including monitoring cash flow and liquidity.
  
  

Maintain banking relationships

Executive & Administrative Services

• Provide strategic solutions and problem-solving for special projects as requested.
• Manage and oversee policies related to outside vendors for payroll services, 401(k) investments, and legal services.
• Stay updated on legislation affecting the company; create executive management summaries, present strategies to executives, and create approved policies and procedures for company-wide implementation.
• Implement and maintain contract management.
• Work closely and transparently with all external partners, including third-party vendors and consultants.
• Collaborate with other departments to achieve organizational goals by providing process improvements, technology recommendations, tools, and resources as approved by senior management.
• Provide high-level administrative support to the CEO and VP, including meeting coordination and the preparation of reports and presentations.
  
  

Insurance & Risk Assessment:

• Work with insurance brokers to complete insurance applications, renewals, claims, and annual audits (including health, property, liability, business, and workers' compensation).
• Ensure timely filing and resolution of claims and maintain accurate records.
  
  

Union Relations:

• Work with union representatives to negotiate labor contracts, resolve disputes, and ensure compliance with collective bargaining agreements.
• Act as the company’s representative in union meetings and negotiations.
  
  

Human Resources Management:

• Oversee all HR functions, including recruitment, onboarding, employee relations, safety, performance management, and compliance with labor laws and regulations.
• Provide strategic HR consulting to align HR initiatives with business goals.
• Further develop the company’s human resources and administration, enhancing professional development, compensation and benefits, performance evaluation, training, and recruiting.
• Work with legal counsel as necessary to resolve legal issues; provide summaries and strategies to the CEO and VP.
• Oversee and consult with the HR Manager on employee relations and investigations.
• Manage Workers' Compensation claims and investigations with the goal of lowering the modification rate.
• Support the safety team in conducting investigations and provide training for all employees.
• Oversee the establishment and management of a comprehensive training program to educate employees on staff tools, policies, and procedures.
• Create and update the annual Safety Calendar.
• Oversee the implementation of annual Employee Handbook revisions in English and Spanish.
  
  

Sales Order Department Oversight:

• Support the sales order department to ensure the accurate and timely processing of sales orders.
• Implement process improvements to enhance order management efficiency and customer satisfaction.
  
  

Information Technology & Administration:

• Work with outside vendors to manage technology implementation and security.
• Communicate processes and protocols for technology support to employees.
• Oversee all technology-related hardware and software services, including computers, printers, scanners, phones, faxes, and Microsoft software
  
  

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• At least 7-10 years of experience in finance and administration, ideally with 6+ years in broad financial and operations management.
• Strong knowledge of accounting principles, financial reporting, and internal controls.
• Proven experience in human resources management and union relations.
• Proficiency in accounting software and Microsoft Office Suite.
• Experience with financial data quality and content, and audit coordination.
• Ability to translate financial concepts and collaborate effectively with non-finance colleagues.
• Technology-savvy with experience selecting and overseeing software installations and managing software vendor relationships.
• Excellent communication and relationship-building skills.
• Ability to manage multiple projects simultaneously.
• Personal qualities of integrity, credibility, and dedication to the mission and vision of the company.
• Excellent supervisory and leadership skills.
  
  

Skills:

• Leadership and team management
• Strategic planning and execution
• Financial analysis and reporting
• Problem-solving and decision-making
• Negotiation and conflict resolution
• Project management
• Excellent interpersonal and communication skills, with the ability to interact effectively with all levels of the organization.
• Strong organizational and multitasking abilities.
• Strong problem-solving, decision-making, and organizational skills.
  
  

Compensation:

This position offers a competitive salary commensurate with experience, along with benefits such as health insurance, vision insurance, and retirement plans. The range is $130,000.00 - $150,000.00.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
  
  

If you are a dynamic leader with a passion for strategy and operations, we encourage you to apply for this rewarding opportunity.