Financial Operations Manager

The anticipated compensation range is influenced by various factors including location, experience, education, and market conditions. This range may be adjusted.

We are seeking a Financial Operations Manager to become part of our dedicated team.

Key Responsibilities:

Under general oversight, the Financial Operations Manager is tasked with orchestrating and overseeing accounting functions as directed by the Controller. This role is pivotal in ensuring the precision of the organization’s financial documentation while adhering to reporting timelines and managing essential daily operations. The manager collaborates to establish and enhance internal controls and procedures for transaction preparation that align with industry benchmarks—such as generally accepted accounting principles (GAAP) and Financial Accounting Standards Board (FASB). The position involves a moderate level of complexity and requires a significant degree of independent judgment. Responsibilities include Accounts Payable, Accounts Receivable, and Payroll management.

Our Vision:

To continuously enhance the health of our community.

Our Mission:

To deliver healthcare value and promote wellness through collaborative community partnerships.

Essential Duties:

• Develop and Oversee Financial Systems: The Financial Operations Manager designs, monitors, and assesses financial systems within the organization. They gather, scrutinize, validate, and report financial data to illustrate the financial performance of the Health Plan, enabling informed financial decision-making.
• Achieve Financial Goals: The manager recommends forecasting needs, aids in annual budgeting, and projects expenditures to prepare regular statements and comply with financial regulations. They analyze discrepancies in the general ledger and propose corrective measures for management’s consideration to meet annual financial objectives.
• Drive Operational Success: The manager formulates action plans, audits processes, and suggests enhancements for efficiency. They lead the accounting team to deliver accurate, timely data and insights.
• Monitor Financial Health: The Financial Operations Manager safeguards the organization’s financial integrity by tracking income and expenditures, consolidating and interpreting financial data, preparing specialized reports, maintaining internal controls, and communicating activities to stakeholders.
• Supervise Accounting Personnel: This role includes recruiting, hiring, and overseeing accounting staff. The manager conducts performance assessments, coordinates training initiatives, and identifies development needs.
• Implement Financial Calendar: The manager establishes and maintains a monthly and year-end financial calendar to ensure accurate and timely financial closing.
• Maintain Internal Controls: They implement and uphold internal controls, along with accounting policies and procedures for designated responsibilities.
• Assist with External Audits: The manager supports the Controller in managing relationships and processes related to external audits.
• Promote Organizational Values: They foster an environment that aligns with the organization's strategy, vision, mission, and values.

Qualifications:

Knowledge, Skills, and Abilities:

Required:

• Comprehensive understanding of finance, accounting, budgeting, auditing, and cost control principles, including accrual-based accounting and organizational auditing.
• Extensive knowledge of automated financial and accounting reporting systems.
• Financial insight: Ability to interpret and apply key financial indicators for improved business decisions.
• Exceptional analytical skills, including the capacity to evaluate financial data and trends, and prepare financial reports and forecasts.
• Ability to manage complexity: Capable of making sense of intricate, high-volume, and sometimes conflicting information to effectively resolve issues.
• Decision-making proficiency: Makes timely and sound decisions that propel the organization forward.
• Strategic perspective: Anticipates future possibilities and translates them into innovative strategies.
• Resource management: Efficiently organizes resources to address challenges and seize opportunities.
• Planning and alignment: Prioritizes tasks for self and others to fulfill commitments aligned with organizational objectives.
• Accountability: Holds self and others responsible for meeting commitments.
• Results-oriented: Consistently achieves outcomes, even in challenging circumstances.
• Strong interpersonal skills, with the ability to build and maintain effective relationships across all organizational levels.
• Effective communication skills, both oral and written, to convey information professionally and persuasively.
• Collaborative mindset: Works effectively with others to achieve shared goals.
• Adaptability: Adjusts approach and demeanor in real-time to meet the demands of varying situations.
• Resilience: Recovers from setbacks and challenges in difficult circumstances.
• Knowledge of change management principles, with the ability to implement them effectively.
• Strong customer service orientation.
• Demonstrated ability to embody and promote the organization’s vision, mission, values, and strategy.
• Proven capability to supervise staff to maximize performance and business outcomes.
• Advanced proficiency in Word and Excel, including the ability to create complex formulas and pivot tables.
• Ability to communicate effectively in English.
• Ability to manage confidential information with appropriate discretion.

Education and Experience:

Required:

• Bachelor's degree in finance or a related field; and
• A minimum of five years of progressively responsible accounting experience; and
• Four years of supervisory experience in accounting; or
• An equivalent combination of education and experience.

Preferred:

• Master's Degree.
• Experience in healthcare or managed care settings.

Licenses and Certifications:

Required:

• Valid California driver’s license and reliable transportation, or the ability to obtain transportation on demand if unable to secure a driver’s license due to a medically documented disability.

Preferred:

• CPA or CMA certification.

Benefits:

Our organization offers:

• Competitive salary
• Comprehensive health/dental/vision plans with provider options
• Generous paid time off (starting at 3 weeks of PTO, 4 paid floating holidays, and 9 paid holidays)
• CalPERS retirement pension program with employer-paid contributions, in addition to a voluntary defined contribution plan
• Two flexible spending accounts (FSAs)
• Employer-Paid Term Life and AD&D Insurance
• Employer-Paid Disability Insurance
• Employer-Paid Life Assistance Program
• Health Advocacy services
• Access to exclusive discounts
• Education and training reimbursement, along with employer-funded elective learning opportunities.
• A chance to contribute to a mission-driven organization focused on community health.
• A shorter commute for those traveling from the Central Valley.
• Opportunities for visibility and variety through collaboration with diverse teams and projects.

We are an equal opportunity employer, and diversity is one of our core values. We believe that differences in race, ethnicity, gender, sexual orientation, and other characteristics enhance our organization and our ability to serve our community effectively.

Important Notice: This job description is not a contract and may be modified at the discretion of the organization. Employees may be asked to perform duties not listed in this description.