Director, Financial Services

Atrium Health; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Atrium Health Foundation seeks a senior finance leader to oversee the preparation and integrity of monthly financial statements, quarterly consolidations, and external reporting. You will supervise the finance staff, drive budgeting processes, and ensure compliant financial practices across the organization.

The role requires extensive experience in accounting, strong analytical skills, and the ability to collaborate cross-functionally with administrators, physicians, development staff, and

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• Minimum of 7 years related work experience.
• CPA preferred.
• Strong analytical and cross-functional collaboration skills.

Responsibilities

• Leads and oversees monthly and quarterly financial reporting and consolidation.
• Ensures compliance with accounting principles and document retention.
• Prepares financial statements, budgets, and supporting documentation.
• Reviews reconciliations and certifies them for submission.
• Provides financial analyses to administrators, physicians, development staff, and donors.

Skills

Financial analysis

Financial reporting

Spreadsheet skills

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Blackline reconciliation software

Job description

Provides leadership and oversight to ensure completeness and accuracy of the Foundation’s monthly financial statements, quarterly consolidation inputs, the adequacy of various pledge receivables and other reserves, and other external reporting or benchmarking requirements associated with the Foundation.

Major Responsibilities

• Develops and recommends treatment for internal and external financial accounting and reporting issues, long term operating forecasts, and the overall consolidated Foundation annual operating budget. Supervises and reviews direct reports and efficient operation of the finance staff.
• Completes monthly consolidated financial statement package for Corporate Accounting based on FASB and GASB reporting requirements.
• Ensures compliance with requisite document retention requirements.
• Manages performance and maintenance of Foundation procedures and policies as well as recommendations for improvements.
• Monitors continuous workload and methodologies used to achieve results, making recommendations to improve efficiency and/or achieve cost savings whenever possible.
• Ensures that the Foundation’s internal and external financial statements and records are maintained in accordance with generally accepted accounting principles.
• Provides facility administrators, physicians, development staff, and donors with various financial analyses as well as insights into understandings of the data.
• Prepares financial statements and budgets including related supporting documentation.
• Monitors all financial activity impacting Foundation cost centers to ensure accuracy and proper classification within the appropriate ledgers and funds.
• Reviews monthly reconciliations, ensuring accuracy and certifying them for submission in the Blackline reconciliation software.
• Performs reviews, research and other financial analysis independently or as requested by Leadership.
• Analyzes complex transactions to ensure appropriate accounting treatment both for internal and external reporting, to include in the annual audit and 990 return.
• Interfaces with vendor for preparation of charitable solicitation registrations.

Education

Bachelor’s degree in Accounting or Finance is required.

Certification / Registration / License

None Required

Work Experience

Minimum of 7 years related work experience

Knowledge / Skills / Abilities

Ability to read and analyze reports, analyze financial statements. Knowledge of spreadsheet and word processing software is essential. Effective problem solving, methodical, detail-oriented, and analytical, with the ability to manage cross-functional projects and collaborate with different individuals and functions across the organization.

Preferred Job Requirements

Certification / Registration / License

CPA preferred

DISCLAIMER

All responsibilities and requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

This job description in no way states or implies that these are the only responsibilities to be performed by an employee occupying this job or position. Employees must follow any other job-related instructions and perform any other job-related duties requested by their leaders.