Financial Consultant - Howard Phillips Center

Position Summary Orlando Health's Howard Phillips Center is seeking a qualified Financial Consultant. Responsible for the creation, execution and refinement of financial analyses, processes, accounting, reporting, reimbursement, fundraising activities and / or other finance and accounting related activities.

Key Responsibilities : Demonstrated performance in financial strategy and successful accounting procedures; and a budget over $15 million.

Experience managing revenue and expenses from grant / contract funders (ideally 20-30 funders) that provide program services in the social work / human services field.

Commitment to creating safe, stable and nurturing environments for all children. Must have philanthropic accounting / finance experience.

Schedule Mon-Fri 8 : 30am-5pm Location : 601 W. Michigan St Orlando, FL 32805 Responsibilities Essential Functions Support business planning processes, the development of annual operating and capital budgets, accounting related business processes, financial reporting, decision support and cost accounting, regulatory filing or other similar finance and accounting related activities.

Provide internal and external customers with accurate and timely data to support strategic decision making and compliance.

Provide accurate internal and external financial accounting and reporting. Provide resources, project management, and specialized knowledge to assure effective and timely completion of projects.

Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.

Maintain compliance with all Orlando Health policies and procedures. Specialization in Strategic and Financial Planning : Develop and prepare financial and statistical reports to support leadership in business development, strategic planning and financial performance review.

Responsible for developing and maintaining reporting to evaluate financial performance compared to key performance indicators.

Develop and interpret reports to assist leadership with evaluation of trends and / or changes in business practice. Develop and prepare predictive models to assist management with the evaluation of changing regulatory and market forces.

Assist with long term plan, annual budget and forecast development, including the gathering of necessary data, development of supporting models, collaborating with internal partners to determine assumptions and establish key benchmarks.

Develop monthly, quarterly and ad-hoc forecasts to provide direction and insight for decision making. Collect, analyze and present financial information to assist leadership in identifying risks and opportunities.

Build and maintain strong relationships throughout the organization, community and within the field of healthcare. Provide direction and perspective on strategic business decisions.

Remain current on industry trends, key competitors and other market forces. Champion best practices and assess process improvement opportunities that drive improved efficiency and productivity.

Assist with initiatives to improve planning processes and to support strategic development with timely analysis of data.

Collaborate with corporate accounting and leadership to identify challenges and priorities. Assist with financial modeling, analysis and valuation of new service lines and businesses.

Specialization in Accounting : Responsible for identifying, developing and maintaining accounting journal entries in the assigned area.

Must maintain an understanding of current GAAP in the assigned area. Maintain assigned accounting related systems such as general ledger, fixed assets, and other applications, and related upgrade implementation planning, testing, troubleshooting, and problem resolution.

Develop and maintain relationships with internal and external individuals and firms that are the sources of necessary information used for in the preparation accounting entries in the assigned areas.

Oversee and review the work of assigned accounting and financial analyst staff to assure accurate and timely accounting and reporting.

Prepare annual cost reports, AHCA, and other regulatory filings. Develop and maintain adequate internal controls over financial reporting and protection of assets in the assigned areas.

Monitor records retention for all departmental records, producing as needed for auditors. Manage the external audit process, assuring accurate and timely provision of requested items to the auditors.

Specialization in Reimbursement : Maintain knowledge of current regulations and assure the Company is in compliance with them.

Provide ongoing financial oversight in reimbursement. Prepare and file annual cost reports. Coordinate the completion of all time studies, rotation schedules, bad debt logs, and concurrent nursery logs throughout the fiscal year that are used to complete the annual cost reports.

Complete monthly close schedules and accounting journal entries, ensuring proper statement of contractual adjustments and third party receivables and payables.

Complete monthly close schedules and journal entries including allowances and reserves to properly state patient accounts receivable.

Complete reports for the annual financial statements external audit. Oversee and coordinate information gathering for cost report audits.

Maintain knowledge of general ledger system, and such support systems as necessary to insure smooth flow of information to users.

Monitor records retention for all departmental records, producing as needed for auditors. Specialization in Fundraising and Planned Giving : Maintain knowledge of current trust regulations and assure the Foundation is in compliance with them.

Coordinate charitable trust tax filings and trustee responsibilities. Provide answers to donors transaction-related gift inquiries.

Maintain appropriate external relationships with donors and key stakeholders. Assist with preparation of 990 tax filings.

Responsible for maintaining compliance with all registration and filing requirements for new 501(c)3 organization. Maintain comprehensive knowledge of planned giving instruments and fiduciary responsibility requirements for stewardship and management of trust and life-income arrangements.

Complete monthly close schedules and journal entries including allowances and reserves to properly state patient accounts receivable.

Directs the financial and developmental IT system controls and practices to ensure timely financial and statistical reports to Directors, Foundation President, Board of Directors and others as needed.

Monitor benchmarking and other comparative data to assure appropriate cost controls and cost per dollar raised are in line with industry standards.

Assists with coordinating both external and internal audits with respect to philanthropic financial activities and related reporting functions.

Assists in establishing, communicating, and implementing financial policies and procedures involving philanthropic transactions and financial reporting, both internal and external.

Maintain knowledge of general ledger system, and such support systems as necessary to insure smooth flow of information to users.

Develop and implement procedures for timely receipting of all types of philanthropic gifts. Qualifications Education / Training Bachelor’s degree in Finance, Business Administration, Accounting or related field Licensure / Certification Certified Public Accountant (CPA) or Master’s Degree in Finance, Business Administration, Accounting or related field may substitute for up to two (2) years of the required experience.

Experience Four (4) years of experience in financial analysis and planning, accounting, reimbursement, public accounting, philanthropic accounting / finance or consulting.

Computer experience required with an emphasis on spreadsheet and database programs.Essential Functions Support business planning processes, the development of annual operating and capital budgets, accounting related business processes, financial reporting, decision support and cost accounting, regulatory filing or other similar finance and accounting related activities.

Provide internal and external customers with accurate and timely data to support strategic decision making and compliance.

Provide accurate internal and external financial accounting and reporting. Provide resources, project management, and specialized knowledge to assure effective and timely completion of projects.

Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.

Maintain compliance with all Orlando Health policies and procedures. Specialization in Strategic and Financial Planning : Develop and prepare financial and statistical reports to support leadership in business development, strategic planning and financial performance review.

Responsible for developing and maintaining reporting to evaluate financial performance compared to key performance indicators.

Develop and interpret reports to assist leadership with evaluation of trends and / or changes in business practice. Develop and prepare predictive models to assist management with the evaluation of changing regulatory and market forces.

Assist with long term plan, annual budget and forecast development, including the gathering of necessary data, development of supporting models, collaborating with internal partners to determine assumptions and establish key benchmarks.

Develop monthly, quarterly and ad-hoc forecasts to provide direction and insight for decision making. Collect, analyze and present financial information to assist leadership in identifying risks and opportunities.

Build and maintain strong relationships throughout the organization, community and within the field of healthcare. Provide direction and perspective on strategic business decisions.

Remain current on industry trends, key competitors and other market forces. Champion best practices and assess process improvement opportunities that drive improved efficiency and productivity.

Assist with initiatives to improve planning processes and to support strategic development with timely analysis of data.

Collaborate with corporate accounting and leadership to identify challenges and priorities. Assist with financial modeling, analysis and valuation of new service lines and businesses.

Specialization in Accounting : Responsible for identifying, developing and maintaining accounting journal entries in the assigned area.

Must maintain an understanding of current GAAP in the assigned area. Maintain assigned accounting related systems such as general ledger, fixed assets, and other applications, and related upgrade implementation planning, testing, troubleshooting, and problem resolution.

Develop and maintain relationships with internal and external individuals and firms that are the sources of necessary information used for in the preparation accounting entries in the assigned areas.

Oversee and review the work of assigned accounting and financial analyst staff to assure accurate and timely accounting and reporting.

Prepare annual cost reports, AHCA, and other regulatory filings. Develop and maintain adequate internal controls over financial reporting and protection of assets in the assigned areas.

Monitor records retention for all departmental records, producing as needed for auditors. Manage the external audit process, assuring accurate and timely provision of requested items to the auditors.

Specialization in Reimbursement : Maintain knowledge of current regulations and assure the Company is in compliance with them.

Provide ongoing financial oversight in reimbursement. Prepare and file annual cost reports. Coordinate the completion of all time studies, rotation schedules, bad debt logs, and concurrent nursery logs throughout the fiscal year that are used to complete the annual cost reports.

Complete monthly close schedules and accounting journal entries, ensuring proper statement of contractual adjustments and third party receivables and payables.

Complete monthly close schedules and journal entries including allowances and reserves to properly state patient accounts receivable.

Complete reports for the annual financial statements external audit. Oversee and coordinate information gathering for cost report audits.

Maintain knowledge of general ledger system, and such support systems as necessary to insure smooth flow of information to users.

Monitor records retention for all departmental records, producing as needed for auditors. Specialization in Fundraising and Planned Giving : Maintain knowledge of current trust regulations and assure the Foundation is in compliance with them.

Coordinate charitable trust tax filings and trustee responsibilities. Provide answers to donors transaction-related gift inquiries.

Maintain appropriate external relationships with donors and key stakeholders. Assist with preparation of 990 tax filings.

Responsible for maintaining compliance with all registration and filing requirements for new 501(c)3 organization. Maintain comprehensive knowledge of planned giving instruments and fiduciary responsibility requirements for stewardship and management of trust and life-income arrangements.

Complete monthly close schedules and journal entries including allowances and reserves to properly state patient accounts receivable.

Directs the financial and developmental IT system controls and practices to ensure timely financial and statistical reports to Directors, Foundation President, Board of Directors and others as needed.

Monitor benchmarking and other comparative data to assure appropriate cost controls and cost per dollar raised are in line with industry standards.

Assists with coordinating both external and internal audits with respect to philanthropic financial activities and related reporting functions.

Assists in establishing, communicating, and implementing financial policies and procedures involving philanthropic transactions and financial reporting, both internal and external.

Maintain knowledge of general ledger system, and such support systems as necessary to insure smooth flow of information to users.

Develop and implement procedures for timely receipting of all types of philanthropic gifts.Education / Training Bachelor’s degree in Finance, Business Administration, Accounting or related field Licensure / Certification Certified Public Accountant (CPA) or Master’s Degree in Finance, Business Administration, Accounting or related field may substitute for up to two (2) years of the required experience.

Experience Four (4) years of experience in financial analysis and planning, accounting, reimbursement, public accounting, philanthropic accounting / finance or consulting.

Computer experience required with an emphasis on spreadsheet and database programs.