Finance Mgr, HR/Benefits, (Hybrid - Livonia, MI)

Trinity Health; Livonia (MI); On-site; USD 130,000 - 180,000; Full time

Job summary

Trinity Health is seeking an experienced finance professional to manage the financial information for Human Resources and Employee Benefits, ensuring accurate reporting for pension, retiree medical, 403(b), health and welfare plans and related programs. The role partners with senior leadership to deliver timely analyses and insights.

Reporting to the Director of Financial Reporting with a dotted line to the Senior Vice President of Human Resources, Total Rewards and HR Shared Services, you will

Qualifications

• Bachelor's degree in accounting or finance; CPA certification and public accounting experience required.
• Strong analytical, critical thinking, problem-solving and project management skills.
• Knowledge of GAAP and ability to interpret financial statements.

Responsibilities

• Establishes structure and process for benefit plan financial reporting (Pension, Retiree Medical, 403(b), Health and Welfare).
• Implements and maintains financial reporting systems for consolidation of benefit and health plan data.
• Supports senior management with financial analyses and education on reports.
• Coordinates audits and reporting packages for pensions and benefit plans.
• Develops and manages internal controls for pension, benefits, and HR finance administration.

Skills

CPA certification

Analytical skills

Project management

Education

Bachelor's degree in accounting or finance

CPA certification

Tools

Oracle

PeopleSoft

Job description

Employment Type:

Full time

Shift:

Day Shift

Description:

Manages the financial information for Trinity Health Human Resources & Employee Benefits to assure that Trinity Health has effective and efficient administration and financing for all Trinity Health Retirement and pension plans and benefit products. Provides corporate management with routine as well as ad hoc financial analyses for Financial Reporting and all Human Resources and Benefit products. This position reports to the Director, Financial Reporting and also has a “dotted line” reporting relationship to the Senior Vice President of Human Resources, Total Rewards and HR Shared Services.

ESSENTIAL FUNCTIONS:

1. Knows, understands, incorporates, and demonstrates the Trinity Health (Trinity), Mission, Vision and Values in behaviors, practices, and decisions.

2. Establishes appropriate structure and process for benefit plan financial reporting. Financial reporting would include Pension, Retiree Medical, 403(B) plan, Health and Welfare Plans and other benefit or deferred compensation programs provided by Trinity Health.

3. Implements and maintains appropriate financial reporting systems that provide accurate and timely consolidation of Trinity Health benefit and health and welfare program data.

4. Provides support to Trinity Health senior management by coordinating special assignments as directed by senior management and assisting Vice President of Human Resources with any financial questions and educating same in use of various financial reports they receive.

5. Establishes, maintains, and enhances, effective communication linkages between System Office staff, Ministry finance staff and other multi-hospital corporations.

6. Works with System Office Accounting to develop billing allocations for field locations, collection and accounting of allocated benefit costs, oversee bank statement reconciliations and expense verification.

7. Manages the annual financial statement audit, assisting with year-end reporting for pension plans and health and welfare plan audits. Primary focus is to prepare required audit reports and supporting workpapers, as well as to complete annual reporting packages due to corporate finance. Also coordinates internal audit work as required.

8. Manages various quarterly and annual financial statement reporting, in addition to certain projects related to overall mgmt reporting as needed. Such as graphical presentations, footnotes, information for bond offerings, and MDA.

9. Assists on development and finalization of various Trinity Health actuarial reports. Including interpretation of results and comparisons to accounting records, footnote disclosures and funding requirements for pension retiree medical and other health and welfare plans.

10. Manages the activities related to collection of forecast assumptions and development of annual Plan to be submitted to financial planning department. This includes HR department forecast, as well as, pension and benefit assumptions. Analyzes monthly Plan variance reports providing reports to management as requested.

11. Manages the financial services provided by outside vendors including actuaries, third party administers and insurance companies, as well as, banks and trust custodians, to assure outside vendors meet established goals and objectives.

12. Develops and manages a system of internal controls covering all aspects of pension, benefits and HR Finance Administration.

Minimum Qualifications:

1. Must possess a broad-based knowledge of benefit and pension operations, financial reporting and managerial accounting as normally obtained through completion of a bachelor’s degree in accounting or finance, and a minimum of six (6) years of progressively responsible experience in a CPA firm, multi-site complex organization or an equivalent combination of education and work experience. CPA certification and public accounting experience are required.

2. Must possess strong analytical, critical thinking, problem-solving, consulting and project management experience and skills. Must possess strong written and verbal communications skills.

3. Must have a strong working knowledge of generally accepted accounting principles and be able to develop, review and interpret financial statements and related financial information.

4. Proficient knowledge of general ledger and financial reporting systems required, with knowledge of Oracle and PeopleSoft preferred.

5. Must possess leadership skills including the ability to influence others and achieve results with and without direct line accountability and the ability to operate effectively in a collaborative, shared leadership environment.

6. Possesses executive presence with ability to present effectively to executive leadership, governance, and external authorities.

7. Must possess the ability to achieve results without direct line accountability.

8. Must have a personal presence that characterized by a sense of honesty, integrity, and caring as well as the ability to inspire and motivate others to promote the philosophy, mission, vision goals and values of Trinity Health.

Additional Qualifications:

1. Working knowledge of pension accounting, preferred

2. Prior managerial/leadership experience, preferred.

The above statements provide a representative description of the nature & level of work being performed by persons assigned to positions within this job description. This is not an exhaustive list of functions, conditions, and duties; other job-related tasks may be required. Additional detail may be provided by policies, procedures, guidelines, protocols, standards, and other communications. Requests for reasonable accommodation will be considered.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

Our Commitment to Diversity and Inclusion

Trinity Health is a family of 115,000 colleagues and nearly 26,000 physicians and clinicians across 25 states. Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes. We also recognize that each of us has a different way of thinking and perceiving our world and that these differences often lead to innovative solutions.

Our dedication to diversity includes a unified workforce (through training and education, recruitment, retention, and development), commitment and accountability, communication, community partnerships, and supplier diversity.

EOE including disability/veteran