Controller
Position Summary:The Controller, reports directly to the CFO and is responsible for all aspects of financial operations and reporting within Orthopedic One and related entities to ensure processes are efficient, highly accurate, and timely. This position works collaboratively with company leadership of all functional areas to achieve the strategic objectives and vision of Orthopedic One.
Responsibilities/Accountabilities:
Department/Functional Area
- Responsible for all parts of financial operations for financial reporting including accounts payable, banking, fixed assets, state tax filings, revenue journal entries, payroll journal entries, reconciliations, and management financial reports.
- Leads the finance team through transformational change to automate, shorten, and improve financial close processes which ensure quality, accuracy and appropriate documentation.
- Manage budgeting and forecasting processes.
- Provide monthly variance analysis based on trends.
- Ensure proper financial internal controls and segregation of duties are in place.
- Manage the calculation of physician compensation and related financial statement reconciliation.
- Assist CFO with cash management.
- Work with outside tax firms to provide necessary information and completes review of the final tax returns.
- Assist with outside firm internal control reviews and/or financial statement audits as necessary.
Management
- Participates in planning, developing and implementing strategies for department/functional area consistent with Orthopedic One’s mission, Patients First, and ensuring compliance with regulations of governmental and accrediting agencies.
- Participates in business development conversations and decisions.
- Accountable for overall budget and the financial management of resources to the budget including human resources, capital expense and general expense items. Includes analysis of benchmarking, industry metrics and internal performance measures.
- Responsible for patient satisfaction outcomes for area of responsibility.
- Develops relationships with third party payers related to reimbursement issues.
- Works with HR to interview direct reports and timely completion of related documentation.
- With HR Support, ensures performance appraisals define and measure a high level of work performance.
- Completes introductory and annual performance appraisals based on observed behaviors and work outcomes supported by appropriate documentation.
- Works to understand how staff are motivated and balance the needs of the organization and the individual. Sets expectations and rewards staff or achieving desired performance.
- Initiates coaching, disciplinary action, and performance improvement planning to address violations of policy and/or poor performance.
- Facilitates conflict resolution with staff with support as required based on circumstances.
Orient and Train Direct Reports
- Ensures orientation of direct reports, such that they know the purpose of the organization, their department and position.
- Ensures direct reports have resources, tools, feedback, assistance and training needed to achieve desired performance including productivity and qualitative expectations.
- Ensures effective on-the-job training such that performance objectives are clear, staff members have knowledge and skills necessary to perform effectively.
- Builds learning into work performed such that staff gains increasing understanding of how and why work is performed.
- Instruction and information provided to staff results in complete understanding.
- Educates staff on all applicable new or established policies, procedures, and expectations.
Leadership
- Supports the mission, vision, values and code of conduct, goals and objectives of Orthopedic One in customer care, community interactions, and management responsibilities.
- Proactively reviews metrics important to the department workflow including work volume, customer satisfaction measures, etc. and makes recommendations to modify schedules, staff hours/staffing levels, and workflows to maintain productivity, quality, and accuracy. Communicates metrics with leaders and staff timely and in mediums that maximize understanding.
- Decisions, including those pertaining to staff, reflect complete and accurate analysis of relevant issues (past practices, work history, individual and group performance, department and company needs, consistency, fairness, regulatory or legal concerns, etc.).
- Responsible and accountable for budget planning and cost control in area of responsibility.
- Adheres to and administers company policies consistently and fairly in all matters (Employee Handbook, P&P, Risk, etc.).
- Manages time and attendance to ensure employees are paid accurately and consistently based on company practices and policies.
- Maintains department schedule/calendar and provides timely response to PTO requests.
- Promotes and supports an environment in which leaders and staff members engage in appropriate professional development, continu8ing education, and lifelong learning opportunities.
- Submits reports/documents to appropriate parties in a complete, accurate and timely fashion (Personnel Action Notice, expense reports, etc.).
Professional Development
- Prepares appropriately to attend and participate in company meetings or projects as assigned.
- Facilitates special projects or assignments at the request of management.
- Attends to own professional development responsibilities and encourages/plans for staff to do the same.
Teamwork:
- Works cooperatively with coworkers, providers, and management.
- Shares knowledge and insights with co-workers in a constructive manner.
- Willingly provides coverage to department, staying beyond scheduled ending time when clinic schedule demands it, volunteering to cover time off or unexpected absences, maintaining workflow in department without direct supervision.
- Addresses conflicts with person directly before involving manager or uninvolved peers.
- Is considerate of others with regard to taking breaks or meal periods, use of computer and telephone, and noise in department.
Education, Experience, and Certification/Licensure Required:
Position requires a bachelor’s degree in finance or accounting. Qualified candidates will have a minimum of 5 years of healthcare finance and/or accounting experience including management responsibilities. Active CPA preferred but not required. Must be experienced in Microsoft Office products, particularly Excel.
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