Director of Finance

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)