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Senior Financial Advisor

2 months ago

Orlando, Florida, United States Orlando Health Full time

Position Overview

Orlando Health's Howard Phillips Center is on the lookout for a skilled Senior Financial Advisor.

This role is pivotal in developing, implementing, and enhancing financial assessments, methodologies, accounting practices, reporting, fundraising initiatives, and other finance-related functions.

Key Responsibilities:

  • Proven expertise in financial strategy and effective accounting practices; managing a budget exceeding $15 million.
  • Experience overseeing revenue and expenditures from multiple grant and contract sources, ideally managing 20-30 funders within the social services sector.
  • Dedication to fostering secure, stable, and nurturing environments for children.
Philanthropic accounting/finance experience is essential.

Work Schedule

Monday to Friday, 8:30 AM - 5:00 PM

Core Responsibilities

Essential Functions
  • Facilitate business planning, including the creation of annual operating and capital budgets, financial reporting, and compliance activities.
  • Deliver accurate and timely financial data to support strategic decision-making.
  • Ensure precise internal and external financial reporting.
  • Provide project management and specialized knowledge to ensure the successful completion of financial projects.
  • Maintain regular attendance in accordance with company policies and standards.
  • Adhere to all organizational policies and procedures.
Specialization in Strategic and Financial Planning:
  • Generate financial and statistical reports to assist leadership in business development and strategic planning.
  • Develop and maintain performance reports to evaluate financial success against key performance indicators.
  • Analyze trends and changes in business practices to inform leadership.
  • Create predictive models to aid management in navigating regulatory and market changes.
  • Assist in the preparation of long-term plans, annual budgets, and forecasts, collaborating with internal partners to establish key benchmarks.
  • Provide monthly, quarterly, and ad-hoc forecasts to guide decision-making.
  • Analyze financial data to identify risks and opportunities.
  • Build and maintain strong relationships within the organization and the healthcare community.
  • Offer insights on strategic business decisions.
  • Stay informed on industry trends and competitive landscape.
  • Promote best practices and identify opportunities for process improvements.
  • Support initiatives aimed at enhancing planning processes and strategic development.
  • Collaborate with corporate accounting to address challenges and priorities.
  • Assist in financial modeling and analysis for new service lines.
Specialization in Accounting:
  • Identify and maintain accounting journal entries in the designated area.
  • Stay updated on current GAAP standards relevant to the assigned area.
  • Manage accounting systems, including general ledger and fixed assets, ensuring smooth operation and compliance.
  • Develop relationships with internal and external sources for accurate accounting entries.
  • Oversee the work of accounting and financial analyst staff to ensure timely reporting.
  • Prepare annual cost reports and other regulatory filings.
  • Establish internal controls over financial reporting and asset protection.
  • Manage the external audit process, ensuring timely provision of necessary documentation.
Specialization in Reimbursement:
  • Maintain compliance with current regulations in reimbursement.
  • Provide ongoing financial oversight in reimbursement processes.
  • Prepare and file annual cost reports.
  • Coordinate time studies and logs necessary for annual reporting.
  • Complete monthly accounting entries to accurately reflect financial statements.
  • Prepare reports for external audits of financial statements.
  • Ensure smooth information flow within the general ledger system.
Specialization in Fundraising and Planned Giving:
  • Ensure compliance with trust regulations and coordinate tax filings.
  • Respond to donor inquiries regarding transactions.
  • Maintain relationships with donors and stakeholders.
  • Assist in preparing tax filings and ensuring compliance for 501(c)3 organizations.
  • Develop procedures for timely acknowledgment of philanthropic gifts.
  • Monitor financial practices to ensure effective cost controls.
  • Assist in audits related to philanthropic financial activities.
Qualifications

Education/Training:
Bachelor's degree in Finance, Business Administration, Accounting, or a related field.

Licensure/Certification:
Certified Public Accountant (CPA) or a Master's Degree in a relevant field may substitute for up to two years of required experience.

Experience:
  • A minimum of four years in financial analysis, planning, accounting, reimbursement, or related fields.
  • Proficiency in spreadsheet and database software is required.