Manager - Strategy & Operations, Finance Transformation (Healthcare) - New York, NY

Overview

This role involves delivering expert accounting and financial support to buy-side clients, enhancing finance functions for acquired entities, and providing sell-side accounting and finance advisory services throughout transaction processes. The position focuses on healthcare finance transformation engagements, including interim finance leadership, accounting process improvements, and financial reporting. Candidates must be based in the New York City metro area.

Responsibilities

• Provide timely, high-quality client service that meets or exceeds expectations
• Lead multiple healthcare-focused finance transformation engagements, overseeing workstreams such as accounting, month-end close, FP&A, and technology
• Serve in interim finance leadership roles for buy-side post-close activities and sell-side preparation and diligence support
• Implement robust accounting processes, policies, and procedures to address financial information gaps and ensure accurate financial data
• Assist with preparation of opening balance sheets and post-close purchase price adjustments
• Develop an understanding of clients' businesses, identify key performance drivers and trends, and recommend performance improvement opportunities
• Own client relationships, manage engagement economics, and oversee resource management
• Identify new client pursuits, develop proposals and thought leadership content, and maintain market visibility
• Lead conversations with teams, clients, and stakeholders to build trust
• Collaborate closely with personnel from acquired entities and client teams to facilitate smooth engagement execution
• Ensure all deliverables are completed on time and meet quality standards
• Oversee engagement operations, including staff scheduling and budget management
• Create a collaborative team environment and motivate team members
• Coach and develop team members

Requirements

• Minimum 6 years of experience in public accounting (Audit or Transaction Advisory Services) and operational accounting roles (Controller, Manager or Director of Accounting, Senior Accountant) within the healthcare industry
• Experience setting up and transforming accounting functions for healthcare private equity portfolios or other high-growth companies, including accrual conversion, month-end close optimization, monthly reporting packages, systems, and data
• Experience recording Accounts Receivable and accrued revenue entries using various revenue models (e.g., waterfalls, ZBA, Change in AR)
• Experience calculating physician compensation and gross margin by provider using production models (e.g., RVU, percentage of production)
• Familiarity with Electronic Medical Records (EMRs) such as Athena, AdvancedMD, EClinicalWorks, Brightree
• Strong understanding of accounting principles with effective communication skills
• Interest in the intersection of finance and technology, including experience implementing business intelligence tools and exploring AI applications
• Enthusiasm for networking and business development in the New York market
• Excellent written, verbal, and presentation skills
• Strong analytical and problem-solving abilities
• Effective time management skills
• CPA certification is a plus but not required

Compensation & Benefits

• Generous time off and paid holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies)
• Comprehensive health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs

Physical and Cognitive Requirements

• Regularly required to remain stationary, use hands repetitively to operate office equipment, and communicate verbally in person and by telephone
• Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
• Regular use of written and oral communication skills
• Ability to read and interpret data, information, and documents
• Ability to observe and interpret situations
• Ability to work under deadlines with frequent interruptions
• Interaction with internal and external customers and others during work

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.