Overview
This role is client-facing and consultative, supporting organizations that strengthen the health and well-being of individuals and communities. The advisor will build trusted relationships with behavioral health providers and serve as a strategic resource on financial, operational, reimbursement, and compliance matters.
This position can be worked 100% remotely from anywhere in the U.S.
Responsibilities
- Review financial reporting packages and work papers for quality, completeness, and timely delivery.
- Prepare and analyze benchmarking data and key performance indicators to support client insights.
- Present completed reporting packages and findings to clients as directed.
- Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
- Provide technical accounting support to clients and their teams on complex issues.
- Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
- Lead and coordinate efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient work-flow management, and a consistent client experience.
- Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.
Requirements
- Bachelor’s degree in Accounting, Finance, or Business.
- 4–6 years of experience in public or private accounting serving the healthcare industry.
- Understanding of healthcare revenue cycle processes required.
- Claims, gross revenue, contractual adjustments, fee-for-service reimbursement, and per-member-per-month (PMPM)/capitation models preferred.
- 3+ years managing associates and/or teams.
- Proficiency in financial reporting and analysis.
- Ability to effectively communicate and collaborate with cross-functional teams, including revenue cycle, operations, program leadership, and executive leadership.
- Strong relationship-building skills with a client-first mindset.
- Strong planning, prioritization, organizational, and project management skills.
- Excellent written, verbal, and presentation skills.
- Proficiency in accounting software including Sage Intacct, QuickBooks Online, NetSuite, Bill.com, and demonstrated ability to embrace new technologies.
- Demonstrated ability to influence others, promote collaboration, and develop team members.
- Professional certification (CPA, CMA, or similar) preferred.
- Certified Community Behavioral Health Clinic (CCBHC) experience preferred.
- Ability to travel up to 10%.
Compensation & Benefits
Benefits are designed to support associate well-being and may include:
- 8 health plan options (HMO & PPO plans), plus dental and vision coverage
- Opportunity to enroll in HSA with potential firm contribution
- Employee Assistance Program
- Firm-sponsored basic life and short- and long-term disability coverage
- 401(k) savings plan & profit share with firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave and parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
Voluntary benefits may include:
- Critical illness & accident insurance
- Hospital indemnity insurance
- Legal
- Long-term care
- Pet insurance
- ID theft protection
- Supplemental life/AD&D
Eligibility for all benefits programs is dependent on annual hours expectation, position status/level, and location.
Location
- 100% remote from anywhere in the U.S.
Equal Opportunity and Accommodations
- The employer is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
- Reasonable accommodations are available for people with disabilities participating in the application, interview, or recruiting process.