Practice Finance & Operations Manager

Overview

A consulting and software product organization specializing in advanced risk adjustment solutions is seeking a Practice Finance & Operations Manager. The company has over 75 years of independence and expertise in retirement funding, healthcare financing, risk management, regulatory compliance, data analytics, and business transformation. The team includes actuaries, clinicians, technology specialists, and plan administrators, serving sectors such as employee benefits, investment consulting, healthcare, life insurance, financial services, and property and casualty insurance.

Responsibilities

• Manage client billing, revenue allocation, usage tracking, and related billing administration
• Support payment application, collections, fee schedule administration, and pricing-model allocations
• Maintain revenue reporting, monthly projections, expense tracking, profit and loss (P&L) reporting, and financial analysis
• Conduct financial allocation, recategorization, commission calculations, and maintain billing systems
• Assist with financial modeling, forecasting, and operational planning
• Develop and maintain financial and operational reporting processes, including KPI tracking and Power BI dashboards
• Analyze trends to identify operational improvements
• Administer operational workflows and support systems such as FreshDesk
• Maintain client and mailing lists and reconcile usage data
• Coordinate internal documentation, policies, and knowledge repositories
• Support operational controls, Concur expense management, and respond to staff operational requests
• Provide administrative support including contract and invoice tracking, client communications, meeting documentation, and client-facing document formatting
• Support client-related events such as conferences, newsletters, and surveys
• Introduce and refine processes to improve efficiency, standardization, and collaboration
• Create and maintain documentation, policies, and procedures for the product group
• Leverage AI tools to enhance workflow efficiency and accuracy
• Act as operational liaison across finance, client services, product, development, and leadership teams

Requirements

• Bachelor’s degree in finance, accounting, business, operations, or related field preferred
• Minimum 5 years of experience in finance, business operations, accounting, or related fields
• Experience supporting consulting practices in budgeting, financial reporting, forecasting, or operational analysis
• Advanced proficiency in Microsoft Excel
• Preferred experience with Power BI, reporting tools, or financial systems
• Preferred experience using AI tools to improve efficiency and workflows

Compensation

• Pay range and compensation package will be determined based on the candidate’s experience, skills, and other relevant factors.

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.