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Role and Responsibilities
Support clients in a variety of financial initiatives, working under the direction of the CFO. Director of Finance roles and responsibilities:
Process /Operations
- Works in client-facing roles, providing strategic recommendations to clients to optimize efficiency and financial performance.
- Provides oversight to team in the review of complex financial information and reports.
- Conducts recurring financial reviews with clients to include current trends relative to historical performance, variance analysis & industry benchmarks.
- Offers strategic advice regarding compensation models based on the inputs provided by clients’ senior management and finance team.
- Provides transactional advisory services for Mergers and Acquisitions.
- Review and approves physician practice start-up forecasting and financial and accounting process implementation.
- Accountable for the completion of the organization Annual Operating Plan/Budget
Analysis
- Ability to define problems and identify solutions; possess strong time management skills
- Reviewing and/or improving preliminary deliverables for client engagements
Training
- Keeps current with market trends and events affecting company and clients a like.
Client Relations
- Serves as key contact with client leadership to build deeper relationships
- Serves as key relationship with multiple clients
- Ability to gain confidence and respect of senior client personnel
Communications
- Plan and lead internal and external meetings along with presentation content
- Establish strategic intent and define approach and presentations for key meetings
- Clearly define and articulate core services and values of all services/members to clients and prospects
- Able to collaborate and contribute as a strong team member, and have good communication skills, orally and in writing.
- Ability to communicate the financial performance and recommendations to client senior level leadership.
Core Functions
- Monitor individual schedule, work priorities and tasks
- Monitor client development among staff to increase ability of team to recognize opportunities with current and potential clients
- Provides direction to Finance and Accounting Team Members
- Lead in the development of project plans and acts as a liaison for Finance during interdisciplinary projects
- Plan and organize individual projects and responsibilities
- Coordinates with Finance team and other departments to complete projects
Qualifications and Education Requirements
- Bachelor’s Degree required, Master’s Degree preferred
- Minimum of 7 years Industry and financial analysis experience
- Minimum of 3 years management experience in leading and managing teams with a customer service approach and deep experience in field
- Demonstrate track record of team development and client relationship cultivation and management
- Ability to define and lead key strategic efforts
- Strong knowledge of Excel & relational databases
Preferred Skills
- Knowledge of GAAP
- Experience in Provider Practice Management (PPM)
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