Overview
This role involves reviewing and delivering financial reports and KPIs, supporting budgeting and forecasting, and providing technical accounting assistance. You will also coach and develop staff, collaborate with advisory teams and external partners, and help drive process improvements and technology integrations.
Responsibilities
- Review and deliver financial reports and KPIs
- Assist with budgeting, forecasting, and cash flow modeling
- Provide technical accounting assistance to clients and internal engagement teams
- Develop and coach staff and senior accountants
- Collaborate with advisory teams and external partners
- Identify opportunities to transition clients to higher-value services in collaboration with advisory teams
- Assist with onboarding new clients, including system setup and process documentation
- Monitor team KPIs and implement process improvements
- Support the integration of new technology platforms and train team members on system enhancements
Requirements
- Bachelor’s degree in accounting, finance, or business required
- 4–6 years of experience in public or private accounting
- 3+ years of managing associates and/or teams
- Familiarity with federal and state healthcare regulations affecting financial reporting required
- Proficiency with accounting software, specifically Intaact, QuickBooks Online, NetSuite, Bill.com, Microsoft Office Suit, and a demonstrated ability to embrace new technologies
- Strong interpersonal and relationship-building skills
- Excellent written, verbal, and presentation skills
- Ability to balance multiple projects simultaneously
- Ability to travel up to 10%
Preferred Qualifications
- Professional certification (e.g., MBA, CPA) preferred
- Healthcare Revenue Cycle Management experience, including billing, coding, and collections processes in physician practices
- Cost Allocation for Multi-Specialty Practices experience, allocating costs and revenues across departments or specialties within a physician group
- Understanding of Physician Compensation Models, including how physician productivity, incentives, and contractual arrangements impact financial statements
Compensation & Benefits
- Estimated base pay range: $97,000 to $145,000
- Offers typically not made at the maximum; actual salary depends on business related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws
- Annual discretionary bonus may be available, subject to participation rules and based on a variety of factors including individual and firm performance
- Benefits highlights include:
- 8 health plan options (both HMO & PPO)
- 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, including firm matching contribution
- Well-being incentive, education & certification assistance, and flexible time off
- Family care leave, parental leave, family formation benefits
- Cell phone reimbursement and travel rewards
- Voluntary benefits such as critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
- Eligibility for benefits programs depends on annual hours expectation, position status/level, and location
Location
Remote work is available.
Equal Opportunity
The employer is an equal opportunity/affirmative action employer. Candidates are considered 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 candidates with disabilities who require accommodations to complete an application, interview, or participate in the recruiting process.