Financial Manager

4 weeks ago

Westwood, United States Coronis Health Full time
Job DescriptionJob Description

Job Title: Financial Manager - Practice Management

Reports to: Director of Practice Management

FSLA Status: Full Time, Exempt

Salary: $100,000 to $130,000

* Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise.

Job purpose

Serve as Financial Manager for multiple client groups, performing full cycle accounting, payroll, financial analysis, payables. Duties include supervising accountants and clerical staff in meeting the needs of clients and working with practice administrators and senior management to meet those client needs.

Duties and responsibilities

  • Managing and overseeing accounting functions including financial statements, payroll, accounts payable, and related accounting reports. Managing within different corporate/ partnership structures
  • Identifying and resolving accounting and client issues
  • Providing advice on corporate governance structures and provider agreements
  • Performing financial feasibility studies/advising on practice expansion opportunities
  • Assisting with personnel recruitment
  • Providing business advice on facility contracts and business opportunities
  • Preparation of financial statements and review of same using Generally Accepted Accounting Principles (GAAP) and auditing standards
  • Preparation and implementation of annual budgets, financial and cash forecasts for multiple clients
  • Preparation of cash analysis for determination of cash distributions for partner/ shareholder clients
  • Preparation of annual tax package for client tax filings done by client’s CPA firm
  • Supervise accountants and clerical staff
  • Serve as financial support staff to practice administrators and senior management

Qualifications

  • Bachelor’s degree in accounting plus 6 years of relevant and progressively more responsible experience in accounting
  • CPA and/or MBA preferred. Financial analysis experience helpful.
  • Knowledge of tax filings and difference between book and tax accounting helpful
  • Must be familiar with Microsoft Word and be an advanced Excel user
  • Financial preparation and analysis experience to include Balance Sheet, Income Statement, and Statement of Cash Flows
  • Experience in general ledger, and preparation of journal entries
  • Critical thinking and problem-solving abilities
  • Knowledge of GAAP
  • Recent supervisory experience
  • Positive attitude, desire to mentor and willingness to help others
  • Dependable, reliable, fair, consistent, and sensitive to the needs of the team/others

Physical Requirements

Physical ability to sit, talk, hear for extended periods throughout the work day; stand, walk, push/pull, bend, stoop, kneel and reach on a regular to seldom basis. Repetitive hand motions on a frequent basis including fingering, grasping and handling. Ability to read handwritten and typed documents on paper and/or on computer screens. Position will require routine travel throughout the US.

The physical requirements above are representative of the physical capabilities that must be met by an employee to perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits: As an eligible employee, you will receive a competitive salary and optional benefits including medical, dental and vision insurance, short and long-term disability coverage, life insurance, retirement plans, paid time off and paid holidays.

Coronis Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

  • Sr Oversight Manager

    16 hours ago

    Westwood, United States Citizens Financial Group, Inc. Full time

    As the Senior Oversight Manager supporting the Non-Financial Risk Management Oversight unit, you will be responsible for designing, enhancing, and performing credible challenge to Citizens fraud processes, procedures, and supporting documentation. T Manager, Financial, Risk, Fraud, Management, Operations

  • Associate Financial Planner

    1 month ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Associate Financial Planner The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams...

  • Associate Financial Planner

    4 weeks ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Associate Financial Planner The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams...

  • Associate Financial Planner

    1 week ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Associate Financial PlannerThe Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams...

  • Associate Financial Planner

    1 month ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Associate Financial PlannerThe Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams...

  • Associate Financial Planner

    1 month ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Associate Financial PlannerThe Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams...

  • Financial Analyst

    4 weeks ago

    Westwood, United States IASIS Healthcare Full time

    Financial AnalystClick Here to Apply OnlineJob DescriptionLocation: Steward Health Care NetworkPosted Date: 10/27/2023Position Purpose: The financial analyst role supports the Finance team with routine financial operations for Steward Health Care Network (SHCN). This includes journal entries, financial reporting, balance sheet reconciliations, budgeting, and...

  • Financial Analyst

    10 hours ago

    Westwood, United States LHH Full time

    We are seeking a highly motivated and detail-oriented Financial Analyst with a background in real estate to join our team. The ideal candidate will be responsible for conducting financial analysis, evaluating investment opportunities, and providing insights to support strategic decision-making. Responsibilities: Perform financial analysis and modeling. ...

  • Financial Analyst

    1 week ago

    Westwood, United States LHH Full time

    We are seeking a highly motivated and detail-oriented Financial Analyst with a background in real estate to join our team. The ideal candidate will be responsible for conducting financial analysis, evaluating investment opportunities, and providing insights to support strategic decision-making.Responsibilities:Perform financial analysis and modeling....

  • Financial Analyst

    1 week ago

    Westwood, United States LHH Full time

    We are seeking a highly motivated and detail-oriented Financial Analyst with a background in real estate to join our team. The ideal candidate will be responsible for conducting financial analysis, evaluating investment opportunities, and providing insights to support strategic decision-making.Responsibilities:Perform financial analysis and modeling....

  • Sr Oversight Manager

    2 days ago

    Westwood, United States Citizens Bank Full time

    Sr Oversight Manager - Non-Financial Risk Risk Johnston, Rhode Island; Westwood, Massachusetts; Boston, Massachusetts

  • Financial Planner

    6 days ago

    Westwood, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Planner

    7 days ago

    Westwood, Massachusetts, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Representative

    7 days ago

    Westwood, Massachusetts, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Representative

    2 weeks ago

    Westwood, United States Fidelity Talentsource Llc Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.The Expertise We re Looking ForCustomer...

  • Financial Consultant

    6 days ago

    Westwood, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Compliance Assurance Sr. Manager

    2 weeks ago

    Westwood, United States Citizens Financial Group, Inc. Full time

    The Compliance Assurance function is a part of the second line of defense and is responsible for providing independent assurance regarding the adequacy, effectiveness, and sustainability of regulatory risk management and control processes to ensure r Assurance, Manager, Compliance, Compliance Manager, Internal Auditor, Business, Banking, Business Services

  • Commercial Lines Account Executive

    1 month ago

    Westwood, United States Harrison Gray Search & Consulting Full time

    Job DescriptionJob DescriptionHarrison Gray Searchhas partnered with a stable insurance brokerage seeking aCommercial Lines Account Executive.This client has been around for almost 150 years, is owned by a Trust, and has the reputation of being one of the Best Places to Work in its respective territories.Job DescriptionWho You Are:You are a strong Commercial...

  • Estate Planning Specialist

    1 week ago

    Westwood, United States Heritage Financial Services, LLC Full time

    The Estate Planning Specialist works with wealth management teams to improve client outcomes through effective estate planning analysis and techniques. The Specialist collaborates with clients’ tax and estate advisors to ensure plans are well coordinated. The Specialist serves as the estate planning subject matter expert and aims to enhance internal...

  • Estate Planning Specialist

    3 weeks ago

    Westwood, United States Heritage Financial Services, LLC Full time

    The Estate Planning Specialist works with wealth management teams to improve client outcomes through effective estate planning analysis and techniques. The Specialist collaborates with clients’ tax and estate advisors to ensure plans are well coordinated. The Specialist serves as the estate planning subject matter expert and aims to enhance internal...