• Prepare supporting materials for, and lead discussions during financial, service and program review meetings to leverage insights gained through analysis and provide decision support to operations teams.
• Develop and publish financial and non-financial metrics, calling attention to opportunities and risks. Communicate opportunities and risks to Finance and respective business segment/service line. Identify, recommend, and implement ways to capitalize on opportunities and mitigate risks.
• Prepare and analyze various reports with revenue, expense and statistical information. Maintain statistical data and verify its accuracy with financial reports and subsidiary ledgers/modules.
• Develop and implement budgets/financials for respective business segment/service line.
• Initiate planning, provide leadership and participate in the budget and forecast cycles by participating in planning discussions with Finance and respective business segment/service line.
• Initiate planning, provide leadership and participate in the budget and forecast cycles by preparing templates, training materials, financial reports and related analysis
• Initiate planning, provide leadership and participate in the budget and forecast cycles by working collaboratively with department managers, Finance and business segment/service line to develop detailed budgets and forecasts, challenge assumptions when appropriate
• Provide financial reporting as requested for all Business Segment/Service lines(s), including but not limited to the following: actual-to-budget comparisons, statistics with variance analysis, financial variance analysis (actual & budget), monthly financial statement packages, which include but are not limited to financial statements, statistical reports and operations summary, cost of service, financial forecast, MCO reporting and analysis.
• Develop and maintain Productivity Reports. Aid department managers in maintaining appropriate productivity levels.
• Prepare materials for meetings with executive staff, the Board of Directors, Payers and other parties. Participate in those meetings as needed.
• Participate in cross-functional team meetings to identify and resolve potential issues.
• Work with the Finance Leadership team to review existing or new processes for opportunities to improve/increase revenue or efficiency opportunities for services. Assist with the evaluation of business results.
• Approve purchase orders for respective segment/service line.
• Assist with the annual audit by preparing requested schedules and addressing auditor inquiries.
• Perform additional duties as assigned.
• Driving and travel to community locations, various agencies, and other outreach destinations may be required.
• Follow financial structure of service definition guidelines for services being provided.
• Maintain trainings as required and requested.
• Demonstrate knowledge of and comply with all agency policies and procedures.
• Completes all other relevant responsibilities as assigned by the supervisor.