Manager, Financial Planning

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Manages and directs the daily and monthly accounting department operations, including month-end close, variance analysis and external audit review. Under the supervision of the Director, Accounting-Controller, the Accounting Manager will be accountable for the planning, build, and implementation of the reporting functions of Peak Health. Responsibilities for this role include provision of leadership and expertise to all aspects of accounting, finance, and budgeting, The Manager will collaborate with the Director, Accounting-Controller to ensure all relevant regulatory standards, requirements, and internal controls are met. The Manager maintains organizational structure, oversight, management of processes, procedures, reporting, employment, training, and supervision of all Finance personnel. Working with IT, the Manager will be responsible for ensuring all finance software, systems, and platforms are optimal, integrated, efficient, and support the goals of the company. The Manager is also responsible for the performance and development of department staff and will compile budget financial statements and lead the effort to achieve operating budget targets within established timelines. Present budget information to senior management and others as needed. Conduct ongoing actual-to-budget variance analysis throughout the year and communicate directly with department leadership regarding negative variances and monitoring of corrective action plans when needed.

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Bachelor's degree in accounting, finance, or related field.

EXPERIENCE:

1. Three (3) years of experience in accounting/finance field in a healthcare or insurance industry setting.

2. One (1) year of supervisory experience.

PREFERRED QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Master's degree in accounting or finance.

EXPERIENCE:

1. Experience in Insurance Industry or Healthcare preferred.

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

1. Directs the planning, build, implementation, and daily operations of the accounting and finance function including monitoring and analyzing of month end financial statements to assure accurate and timely presentation.

2. Reviews and analyzes departmental and sub account financial data comparisons to budget. Investigates concerns and communicates variances to the Controller.

3. Coordinates the preparation of monthly financial packages for the organization.

4. Develops mechanisms to monitor and maintain quality requirements to track negative financial trends.

5. Maintains timely, direct communication with Directors and Managers to determine expense, statistic, and revenue issues.

6. Directs and coordinates year-end audit review. Maintains audit/general ledger schedules monthly.

7. Direct and coordinate the preparation of the organizations budget and financial forecasts.

8. Develops, monitors, and reports trends, patterns, and other necessary analytics to both internal and external customers.

9. Supervises, monitors, and evaluates the performance of the personnel in the Accounting/Finance Department.

10. Recommends training requirements and continuing educational opportunities to keep staff at the highest level of skill necessary to meet the company objectives.

11. Recruits, hires, and trains competent individuals.

12. Delegates tasks to employees based on ability and department activity.

13. Ensures new personnel are trained in current General Ledger/Budget software.

14. Counsels/disciplines staff regarding work related performance or compliance issues. Implements improvement plans for deficiencies in meeting performance goals.

15. Evaluates personnel according to WVU Medicine standards. Develops and monitors staff related goals and objectives.

16. Provides staff development. Motivates staff to exceed expectations. Serves as a role model.

17. Completes work schedules to maintain office coverage during critical time periods (end of year, end of month, external audit, holiday, and vacation time.)

18. Facilitates the testing of new releases for General Ledger software and interfaces to the General Ledger from other systems.

19. Reviews accounts payable detail analysis to assure proper coding. Communicates Accounts Payable and Payroll issues with respective department managers.

20. Demonstrates effectiveness in leading departmental and organization wide cost improvement initiatives.

21. Completes accounting department budget and manages department within the budgeted guidelines.

22. Demonstrates ability to function as a collaborator. Uses effective communications skills. Provides 100% customer service.

23. Participates in planning and implementing change; maintains and improves productivity through volunteering to assist on organization wide PI projects to contribute ideas and problem solve with co-workers. Contributes to the organizational cost improvement initiatives.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SKILLS AND ABILITIES:

1. Requires developed skills in strategic planning, negotiation, human resource, and relationship management.

2. Requires excellent executive communication and presentation skills, including working knowledge of Windows, spreadsheet, word processing, organizing, and graphical presentation software. Ability to present facts, conclusions, options to executive level.

3. Requires general understanding of antitrust laws bearing on strategic transactions as well as managed care contracting for both integrated and non-integrated provider organizations.

4. Knowledge of relevant and application local, State, and Federal regulations.

5. Ability to analyze facts and exercise sound judgement in arriving at proper conclusions

6. Demonstrated knowledge of local, state, and federal health insurance related laws and regulations.

7. Demonstrated knowledge of fiscal management and human resource management techniques.

8.

Ability to meet deadlines.

Additional Job Description:

Scheduled Weekly Hours:
40

Shift:

Exempt/Non-Exempt:
United States of America (Exempt)

Company:
PHH Peak Health Holdings

Cost Center:
541 PHH Accounting

Address:
1085 Van Voorhis Rd

Morgantown

West Virginia

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