Director, Financial Services

Advocate Aurora Health; Charlotte (NC); Hybrid; USD 8,741,000 - 13,115,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Retirement plan with employer match

Educational Assistance Program

Job summary

Advocate Health is seeking a seasoned finance professional for the Foundation operations in Charlotte, NC. The role covers consolidated financial reporting, budgeting, variance analysis, and providing financial insights to leadership and donors.

Requires a Bachelor's degree in Accounting or Finance, 7+ years of related experience, and strong Excel/Word skills. Hybrid/remote work options are available as part of a comprehensive Total Rewards program.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• Knowledge of spreadsheet and word processing software is essential.
• CPA preferred.

Responsibilities

• Develops and recommends treatment for financial accounting and reporting issues.
• Completes monthly consolidated financial statements under FASB and GASB.
• Ensures compliance with document retention requirements.
• Manages Foundation procedures and policies; suggests improvements.
• Monitors workload and efficiency to reduce costs.
• Ensures GAAP-compliant statements and records.
• Provides financial analyses to administrators, physicians, and donors.
• Prepares financial statements and budgets with supporting documentation.
• Monitors activity to ensure correct ledger classifications.
• Reviews reconciliations and certifies submissions in Blackline.
• Performs reviews and analyses for Leadership.
• Analyzes complex transactions for audit and 990 return.

Skills

Financial analysis

Spreadsheet skills

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Word

Job description

Department:

88012 Atrium Foundation Operations - General Op Expenses

Status:

Full time

Benefits Eligible:

Yes

Hours Per Week:

40

Schedule Details/Additional Information:

Hybrid and/or remote work schedule

Pay Range:

$63.45 - $95.20

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.

Our Commitment to You:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Compensation

• Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training

• Premium pay such as shift, on call, and more based on a teammate's job

• Incentive pay for select positions

• Opportunity for annual increases based on performance

Benefits and more

• Paid Time Off programs

• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability

• Flexible Spending Accounts for eligible health care and dependent care expenses

• Family benefits such as adoption assistance and paid parental leave

• Defined contribution retirement plans with employer match and other financial wellness programs

• Educational Assistance Program

Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.