Job description

Financial Reporting and Analysis Supervisor needed immediately! (must live or relocate to OR, WA, ID, UT, NV, AZ)

Job Summary:

This position is responsible for supervising accounting staff and reporting functions across multiple work groups and companies. Primary responsibilities include performing and overseeing daily operations of complex general ledger processes, analyses, and financial and regulatory reporting. This position is also responsible for managing daily client relations with external entities, regulators and professional consultants. This position often performs work similar to team members being supervised.

This position’s area of focus and expertise consists of one of the following:

1. Reporting team operations – supervising preparation of recurring regulatory reporting (e.g., Exhibit L, NAIC, MMLR) and financial statement preparation as well as supervising monthly journal entries and reconciliation packages. Also includes supervising daily operations of financial reporting activities for those entities served under a management services agreement or administrative services agreement; or

2. Technical and special projects – working with internal (other departments) and external (e.g., regulatory agencies such as CMS, OHA or NAIC, external actuaries, outside accounting firms and/or consultants) parties to prepare and file various filings, reports and analysis and/or to fulfill their ad-hoc requests and examinations. Also includes research on emerging technical issues in the areas of GAAP, statutory basis of accounting, tax, and/or OHA/CMS guidance and instructions.

Essential Responsibilities

General Ledger Maintenance & Analysis

• Assist team in preparing general ledger entries and estimates; review journal entries.
• Supervise and prepare monthly account reconciliations and maintain appropriate GL support; analyze data to ensure accuracy; make or coordinate corrections as needed; serve as a resource for complex issues.
• Prepare complex trend and data analysis.
• Interact with accounts payable staff on AP and cash receipts activities, including reviewing and coding invoices.
• Oversee and prepare industry benchmark comparisons and analysis.
• May present complex general ledger transaction information or regulatory filings to executive management.

Reporting

• Prepare monthly financial reporting packages, and review staff reporting packages.
• Prepare external financial reporting, including regulatory filings, and review work of staff; respond to regulatory inquiries.
• Develop and review reports for ad-hoc requests using excel or GL software; run reports.
• Maintain, create and review financial reports in reporting software.
• Present financial statements at Finance Committee and Board meetings with outside entities.
• Support and review year-end audit request and prepare audited financial statement.
• Act as subject matter expert and provide oversight for financial statement preparation and regulatory reporting.
• Research accounting guidance and prepare memos.
• Research and interpret new regulatory requirements.
• Review financial reports and statements as required by various regulatory agencies, including the Oregon Health Authority, the Oregon Insurance Division, CMS and the IRS.
• Prepare and/or review annual tax filings including form 990, form 990T and CT-12
• Apply knowledge of GAAP and applicable laws and regulations to ensure financial reporting and filings are prepared in accordance with the necessary guidance and requirements.
• Assist with any other regulatory agency audits as needed to provide the information requested.

Internal & External Relations

• Develop and maintain effective working relationships with internal departments, teams, and leaders and external entities.
• Serve as a valuable resource for finance and other staff.
• Participate in regularly scheduled and ad-hoc meetings/webcasts with/by internal and external business owners (CCOs, Medicare, Mental Health, NEMT etc.) and regulators to ensure accurate and complete financial reporting and knowledge sharing.

Administration

• Participate in 1:1, team, and department meetings; attend All Staff meetings.
• Draft, recommend and implement plans, policies, and procedures; participate in department goal setting
• May participate in broader, functional discussions and initiatives across departments; develop internal and/or external partnerships that leverage resources and improve department responsiveness.

Employee Supervision

• Supervise team and recommend team direction and goals in alignment with the organizational mission, vision, and values.
• Identify work and staffing needs to meet work expectations; recruit and hire, using an equity, diversity, and inclusion lens.
• Plan, organize, schedule, and monitor work; ensure employees have information and resources to meet job expectations.
• Lead the development, communication, and oversight of team and individual goals; ensure goals, expectations, and standards are clearly understood by staff.
• Train, supervise, motivate, and coach employees; provide support toward employee development.
• Incorporate guidance from Client equity tools into people leadership, planning, operations, evaluation, and decision making.
• Ensure team adheres to department and organizational standards, policies, and procedures.
• Evaluate employee performance and provide regular feedback to support success; recognize strong performance and address performance gaps and accountability (corrective action).
• Perform supervisory tasks in collaboration with Human Resources as needed.

Organizational Responsibilities

• Perform work in alignment with the organization’s mission, vision and values.
• Support the organization’s commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.
• Strive to meet annual business goals in support of the organization’s strategic goals.
• Adhere to the organization’s policies, procedures and other relevant compliance needs.
• Perform other duties as needed.

Experience and/or Education

Required

• Minimum 5 years’ experience as an Accountant
• Minimum 1 year experience in a supervisory or lead position or completion of Client’s Aspiring Leaders Program; lead roles should include regular assistance to a manager or supervisor in staff hiring, coaching, performance evaluation, and other supervisory tasks.

Preferred

Experience in health insurance

• Experience in public accounting or financial reporting (tax and/or regulatory)
• Bachelor’s Degree in Accounting, Finance, or related field
• CPA license

Knowledge, Skills and Abilities Required

Knowledge

• Mastery of three or more accounting functions; ability to supervise one or more processes among a team (e.g., IBNR, Medicare estimates, Risk Corridors, Financial Reporting, Regulatory Reporting, Tax Reporting, Audit, Reporting software)
• Advanced understanding of GAAP and applicable laws and regulations. Recommend and review appropriate accounting and reporting treatment for unusual or complex transactions
• Advanced understanding of internal controls and department policies and procedures; evaluate, recommend and implement new or changes to internal controls

Skills and Abilities

• Ability to interpret data and advise on trend analysis and causes of variances; excellent research and analytical skills
• Advanced excel skills (e.g., complex and efficient formulas, troubleshooting, etc.)
• Highly effective communication skills, including listening, verbal, and written; ability to coach and influence others
• Excellent ability in articulating and presenting information across multiple areas of the organization
• Strong ability to communicate and present to external parties (e.g., auditors, actuaries, regulatory agencies) and stakeholders (e.g., Finance committees, Board of Directors, etc.)

"Careers and companies flourish when staff, clients, and candidates truly believe in the mission, know the role they play, and humbly reflect, evaluate, and act for the best interest of the communities served"

Job Type: Full-time

Pay: $83,000.00 - $124,500.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Do you live in OR, WA, UT, AZ, ID, or NV or planning to relocate?

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Required)
• Supervisory: 3 years (Required)
• Health Insurance: 3 years (Required)
• public acct'g or financial reporting (tax and/or regulatory): 3 years (Required)

License/Certification:

• CPA (Required)

Work Location: Remote

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