Summary: Under the direction of the CFO, and in cooperation with other divisions, this position is responsible for the preparation of annual/quarterly client cost/utilization reports; broker reports, and other special reports of the corporation.
Specific Duties:
Under the direction of the CFO, and in cooperation with other divisions:
- Maintain monthly Client Cost Committee reports and attend monthly meetings with appropriate personnel. Keep abreast of client cost and advise other departments appropriately.
- Have an understanding of materiality, clarity and appropriateness of wording as well as grammatical correctness and clerical accuracy.
- Maintain monthly membership statistics and test volumes by client.
- Perform regular trend analyses; research and document variances in budgeted revenues / overhead/ expenses/earnings and cash on a division and corporate basis.
- Prepare/analyze quarterly and annual client cost and utilization statistics and reports, to include Executive summary, narrative summary, next year projections, etc.
- Serve as a resource to other divisions as needed. Assist clients with reporting and information requests. Prepare marketing cost/ utilization projections as directed.
- Maintain profit/loss detail by client program; maintain dual contract direct cost and pricing systems.
- Direct and oversee the Corporation’s broker and stop-loss reporting functions; develop automation where appropriate.
- Under the direction of the CFO, serve as liaison with external providers, client companies and affiliated TPA companies.
- Demonstrate the ability to learn new software features or applications.
- In coordination with IT, participate in IT development efforts that relate to the Fiscal division.
- Ensure compliance with corporate policies/procedures; review and maintain policy/procedure manuals, make recommendations as deemed appropriate.
- Be knowledgeable of and proficient with proprietary system(s), Microsoft Dynamics (Great Plains), Access and Excel.
- Advise CFO on activities in field. Keep abreast of developments in field and provide regular updates and reports.
- Responsible for special fiscal division reporting requests/queries.
- Perform other related duties as directed or deemed appropriate. Attend meetings as requested.
- Assist CFO in cost analysis for new client proposals.
- Be able to present findings to groups and speak intelligently about complex reporting issues.
Qualifications:
- Bachelor’s degree in accounting, statistics, IT or related field from an accredited institution required, with a GPA indicative of high financial accounting proficiency.
- Experience in full-range accounting functions (A/P, A/R, G/L, P/R, financial statements), data-mining, querying, statistical analysis, business analytics.
- Minimum 5 years’ general accounting experience in audit or healthcare field.
- Experience in insurance/HMO environment preferable.
- Advanced proficiency in Microsoft office: Excel, Access, and Word.
- Experience with Microsoft Dynamics (Great Plains)
- Excellent communication skills (written and oral) required.