Director, Financial Services

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

Job summary

Advocate Health seeks a senior finance professional to lead internal and external accounting processes, overseeing the consolidation of financial data, budgeting, and compliance. You will supervise staff and ensure accurate reporting for internal and external stakeholders.

The role requires a Bachelor’s in Accounting or Finance, a minimum of 7 years in related work, and CPA preferred. Strong analytical and cross-functional collaboration skills are essential.

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• Minimum of 7 years related work experience.
• CPA preferred.

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.

Skills

Financial analysis

Report analysis

Spreadsheet proficiency

Word processing

Problem solving

Detail-oriented

Cross-functional collaboration

Project management

Education

Bachelor's degree in Accounting or Finance

Tools

Blackline

Job description

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.