Overview
This role is responsible for client advisory leadership within the Client Advisory Services practice, serving skilled nursing and post-acute care organizations. You will operate as a strategic partner to clients while mentoring teams, delivering forward-looking insight, and helping healthcare organizations navigate an evolving regulatory and reimbursement environment.
This role can work remotely anywhere in the US.
Responsibilities
- Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
- Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
- Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
- Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements.
- Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.
- Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.
- Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
- Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
- CPA designation preferred.
- Minimum 8 years of relevant Public Accounting or industry accounting experience.
- Proven success leading teams through organizational change and process improvement.
- Strong project management and relationship-building skills, with a client-first mindset.
- Experience managing remote teams and promoting collaboration across geographies.
- Preferred proficiency in industry accounting software, including examples such as QuickBooks Online, Sage Intacct, PointClickCare, and demonstrated ability to embrace new technologies.
- Ability to analyze complex financial data and communicate insights clearly to stakeholders.
- Ability to travel up to 10%.
Compensation & Benefits
Benefits include:
- 8 health plan options (HMO & PPO plans)
- Dental and vision coverage
- Opportunity to enroll in HSA with potential firm contribution and an Employee Assistance Program
- Firm-sponsored basic life and short and long-term disability coverage
- 401(k) savings plan & profit share, as well as firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave, parental leave, and family formation benefits
- Cell phone reimbursement and travel rewards
- Voluntary benefit offerings including 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 is dependent on annual hours expectation, position status/level, and location.
Location
- Remote (anywhere in the US)
- Travel up to 10%
Equal Employment Opportunity
The employer is an equal opportunity/affirmative action employer and provides 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 who need assistance to complete an application, interview, or participate in the recruiting process.