Overview
This role supports financial reporting, advisory collaboration, and team leadership. Responsibilities include reviewing financial reports and KPIs, assisting with budgeting and forecasting, providing technical accounting support, and helping integrate new technology platforms while coaching staff and improving team processes.
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
Qualifications
- 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
- Regulatory Compliance: Familiarity with federal and state healthcare regulations affecting financial reporting required
- Healthcare Revenue Cycle Management: Experience with billing, coding, and collections processes in physician practices
- Cost Allocation for Multi-Specialty Practices: Experience in allocating costs and revenues across departments or specialties within a physician group
- Understanding of Physician Compensation Models: Knowledge of how physician productivity, incentives, and contractual arrangements impact financial statements
- Ability to balance multiple projects simultaneously
- Proficiency in 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 travel up to 10%
Preferred Qualifications
- Professional certification (e.g., MBA, CPA) preferred
Compensation & Benefits
- Estimated base pay range: $97,000 to $145,000
- Offers typically not made at the maximum; actual salary at the time of offer 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 eligibility may apply, 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 plans)
- 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, parental leave, family formation benefits
- Cell phone reimbursement, and travel rewards
Voluntary benefit offerings include:
- Critical illness & accident insurance
- Hospital indemnity insurance
- Legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
Eligibility for all benefits programs depends on annual hours expectation, position status/level, and location.
Equal Opportunity & Accommodations
- Equal opportunity/affirmative action employer; all candidates receive consideration 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 for application, interview, or recruiting process participation
Location
Not specified in the provided description.