Position: Reimbursement Team Leader
Industry: Healthcare
Location: Tampa Bay Area Relocation: Relocation is negotiable and they will pay all expenses to fly candidates out to interview
Salary: $70-$80k
Job Description: Responsible for managing the accounting and reporting of gross and net revenue for both internal and external purposes. Manages the preparation of the Health Care System’s Medicare Cost Reports and other third party reports. Manages the preparation of month end contractual adjustments and net patient revenue. Coordinates the maintenance of the hospital’s charge master. Prepares high level analysis and presentations for Senior Management. Reviews contractual adjustment and net patient revenue calculations for non-hospital affiliates.
Required: The ideal person will have a CPA and/or MBA (but not required) and recent experience with Medicare Cost Reports within a large hospital (300 - 400 beds at a minimum). My client is one of the largest in the area with about 800 beds. The Director will only interview candidates who have hospital experience – client will not look at people from the insurance side of the business – I’ve already tried.
This position reports to the Director and supervises 1 analyst.
Position: CFO
Industry: portfolio company of a PE firm
Location: Southern California Relocation: There’s a preference toward local candidates, but relocation assistance will be offered to qualified candidates open to relocation.
Salary: 200-275K + 20% bonus + equity in form of options or co-invest opportunity.
Job Description: Fast growing company in a fragmented business, entrepreneurial/sales driven culture, opportunity to establish own footprint, equity opportunity and potential for large back end pay out. In addition, the PE firm is easy to work with and offers a wide range of resources to help support their companies that most PE firms do not offer.
Job Description:
A rapidly growing 550M private equity backed services business located in Southern California is seeking a Chief Financial Officer to partner with the CEO to guide the company toward continued growth. The company has experienced a tremendous amount of growth in a short period of time as a result of organic growth and acquisitions. Future growth objectives will be achieved encompassing the same business model. Candidates must have a “hands-on” approach, proven track record in a high growth, multiple site services industry business that involves high volume/complex payroll, billing, and A/R processes, strong operational, process improvement, and internal controls development skills, and extensive experience integrating acquired companies into the current infrastructure.
In return you will receive a competitive benefit and compensation package including base salary, bonus, and equity. There’s a preference toward local candidates, but relocation assistance will be offered to qualified candidates open to relocation.
Position: Assistant Vice President - Director – SOX Compliance
Location: Houston, TX Relocation: Will ONLY relocate someone with Medicare / Medicare / Healthcare experience
Salary: $110 to 125K, 10% bonus
Job Description: Directs, manages and coordinates the development and maintenance of Universal American’s documentation, analysis, evaluation and testing of internal controls, and reports to senior management on the status of Universal American’s system of internal control for Sarbanes Oxley compliance. Works closely with financial officers at multiple locations and related business process owners to ensure internal controls are designed and operating effectively.
Responsibilities:
¡ Provide consulting services to organizational management and staff.
¡ Assist with the development of the annual audit plan.
¡ Provide training, coaching and supervision to staff.
¡ Maintains all organization and professional ethical standards.
¡ Has direct responsibility for compliance with the Sarbanes-Oxley Act in matters of financial and operational controls and disclosure requirements as mandated by the Act. This includes strict adherence to the company’s Business Conduct Statement and Code of Ethics. The emphasis will be on compliance with financial procedures and protocol, internal controls, and maintaining the highest level of workplace behavior.
Required: Qualifications:
¡ Strong project management and analytical skills.
¡ Strong knowledge of Sarbanes Oxley compliance and reporting requirements.
¡ Considerable knowledge of the Standards for the Professional Practice of Internal Auditing and Code of Ethics developed by the Institute of Internal Audit
Experienced Required: 8+ years of auditing, accounting and reporting experience, preferably with 2+ years of experience in the insurance industry.
Skills:
¡ Works independently under general direction with excessive latitude for initiative and independent judgment.
¡ Significant experience with Excel and with audit and financial software systems.
¡ Working knowledge of ACCESS and SQL databases.
¡ Strong written, verbal and presentation skills.
Education/Certifications:
¡ Bachelor’s degree in accounting, finance or related field with CPA/CIA credentials.
¡ Prefer CPA with 5+ years of public accounting experience or CIA with 6+ years of internal audit experience.
¡ A graduate degree in businesses administration, accounting or a related field is desirable.
Travel Required: 30% travel required to perform SOX walkthroughs and audits at other locations. (More than likely this will be 20%)
Position: Valuation and Litigation Manager
Location: Greater Chicago Area Relocation: They will pay relocation for the right
individual, although the package and amount will be determined on a case by case basis
Salary: $100K+, not capping it on salary
Job Description: Seeking an experienced business valuation and litigation manager. The ideal candidate will be a CPA who will manage all aspects of litigation and business valuation engagements. This is a fantastic opportunity for a financial expert with experience working with a team of professionals to identify, organize and analyze data on all different kinds of engagements including shareholder disputes, matrimonial disputes, forensic accounting, damage calculations, and estate and gift tax issues.
Required: Education/Experience:
¡ Bachelors degree in Accounting or related field.
¡ Active CPA license required.
¡ 3-5 years accounting experience in a consulting, financial services or public accounting company.
¡ Minimum 2 years business valuation experience with a public accounting or consulting environment.
¡ Expertise in broad based business and financial valuations, multi-discipline appraisals, and fairness opinions, especially those of closely held companies, focusing on federal and state tax, financial report, and estate planning, as well as for tangible and intangible assets including purchase price allocations, intellectual property, ESOPs, and estate and gift and other non litigation valuations.
¡ Understanding of financial theory, general accounting issues, and GAAP.
¡ Experience in corporate and individual income taxes.
Litigation Support:
¡ Consult on large and complex litigated disputes and provide financial insight and clarity to counsel during all stages of a business dispute, from case theory development and discovery to expert witness testimony.
¡ Serve as consultant to attorneys, assist in preparing questions for discovery and deposition of potential witnesses, serve as an expert witness, assist in reviewing and refuting the testimony and analysis of other expert witnesses, design court exhibits, and participate in depositions and court as necessary.
Valuation Support:
¡ Manage and apply business valuation approaches and methods to a variety of tangible and non tangible assets, including equity valuations, option analysis, and purchase allocations.
¡ Manage the assembly, maintenance, and finalization of working papers that support valuations.
¡ Perform valuations for privately held companies and/or high wealth individuals for purposes of damages litigation, marital dissolution, estate and gift taxes, stockholder disputes and other business dispute cases.
¡ Help companies and individuals define, measure and articulate the value of their assets by providing independent and well-supported valuation reports based on economic and industry research and financial appraisal analysis and modeling.
¡ Manage and perform data and document intensive financial analysis and modeling / projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, GAAP, litigation support, industry research, and related investigative assignments.
¡ Assist in selling a business pursuant to a settlement
Position: Assistant Hospital CFO (2)
Industry: Healthcare
Location: Alabama, Missouri
Relocation: Yes
Salary: 90-110K, + 30% bonus potential
Job Description: As a member of the Hospital's senior management team, the Assistant Chief Financial Officer will participate in the financial and functional decision-making processes necessary for the successful attainment of the hospital's mission in addition to maintaining an awareness of changes in healthcare matters that could have an impact on the success of the hospital.
¡ The responsibilities of the ACFO include, but are not limited to:
¡ Assisting with the overall financial operations of the acute-care facility including accounting, budgetary, audits, tax and other financial planning activities within the hospital organization; including management of respective department heads as assigned
¡ Working with system management to develop and implement policies and procedures, short- and long-range goals, objectives and plans.
¡ Providing financial leadership to hospital managers, directors and officers that will enroll support, create ownership of goals, and encourage active participate in decisions that impact the hospital in conjunction with the Chief Financial Officer
¡ Assisting the Chief Financial Officer to ensure the hospital meets necessary financial regulatory and compliance requirements
¡ Assisting the Chief Financial Officer in contributing financial expertise in the planning of new services that generate additional sources of profitable revenue
¡ Managing costs by continually seeking data that will identify opportunities and take action to eliminate non-value costs in conjunction with the hospital's Chief Financial Officer
¡ Analyzing areas in planning, promoting and conducting organization-wide performance improvement activities
¡ Representing the hospital at meetings including medical staff, hospital board of director meetings as well as relevant community meetings as needed
¡ Participating in the hospital's monthly operation reviews as well as participating in corporate office meetings as deemed necessary This position reports directly to the CFO and in the absence of the CFO, the ACFO may be required to interpret hospital financial policy and provide guidance.
¡ In most cases, the Assistant CFO serves in this capacity for 18 - 36 months before progressing into a CFO role at another CHS hospital.
Required: Education:
¡ Bachelor's degree in Accounting or Finance from an accredited institution. (Master's degree preferred).
Experience:
¡ Minimum 2 years financial/accounting progressive experience in acute-care environment; for-profit experience preferred
¡ Recent controller (or similar) experience highly preferred
¡ Business office experience preferred, but not required
Certifications:
¡ CPA preferred
Abilities:
¡ Ability to relocate to hospital location and possibly substitute for other administrative positions
¡ Must be proficient in written and verbal communication skills
¡ Ability to establish and maintain effective working relationships with hospital staff and community
¡ Ability to maintain confidential information concerning personal, financial, or medical matters
Position: Manager of Fixed Assets
Location: San Antonio, TX Relocation: Yes
Salary: $80-95k + undisclosed bonus
Job Description: This position will serve as an integral part of the company's senior management team and have the ability to contribute to corporate decision making policies. This position will interact with Sr. Management on a daily basis. The right individual will have strong technical accounting skills, strong leadership & management experience, research analysis skills, and decision making attributes.
¡ Directs activities of team to ensure fixed asset and deferred charge asset transactions are properly recorded for financial and tax purposes. Ensures appropriate environmental transactions are recorded accurately and timely for financial purposes.
¡ Manages assignment of appropriate depreciation method, salvage value and life for financial reporting and various federal and state depreciation reporting requirements.
¡ Ensures accurate computation and recording of monthly financial depreciation, amortization and gain/loss on retirements. Reviews monthly and quarterly reporting of fixed assets, deferred charge assets and environmental liabilities and ensures accurate and timely completion.
¡ Reviews reconciliations of original cost, current year depreciation/amortization, accumulated depreciation/amortization and gain/loss disposals of fixed assets and deferred charge assets between various SAP modules and other reporting data bases.
¡ Ensures compliance with internal controls related to fixed assets, deferred charge assets, authorizations for expenditures (AFEs) and environmental liabilities.
¡ Develops, monitors and administers corporate policies and procedures related to fixed assets, deferred charges, environmental matters and AFEs. Provides guidance regarding proper accounting classification of expenditures as capital, deferred charge or expense.
¡ Directs variance analysis of depreciation and amortization and gain/loss on dispositions of fixed assets and deferred charge assets.
¡ Directs budgeting and forecasting of depreciation and amortization and gain/loss on dispositions of fixed assets and deferred charge assets.
¡ Required: Undergraduate degree in accounting or related field.
¡ Certified Public Accountant or relevant certifications required.
¡ Minimum 10 years in accounting.
¡ Minimum 7 years of fixed asset experience.
¡ Minimum 5 years supervisory or managerial experience.
¡ Minimum 5 years SAP experience.
¡ Refinery or energy experience preferred.
¡ Strong technical accounting and research analysis skills
¡ Prior management & leadership experience
¡ Ability to relocate for an excellent opportunity as position is located in San Antonio, TX
Required:
¡ Key experience is min 7 years experience in Fixed Assets with SAP experience as well; refinery experience is also heavily preferred.
¡ Hiring manager has indicated Strong technical accounting and research analysis skills are required along with expertise in management, and corporate decision making attributes.
Position: Estate & Gift Tax Sr. Manager
Industry: Accounting
Location: San Antonio, TX Relocation: Yes
Salary: $150-200k ++
¡ Job Description: Review estate fiduciary income tax returns along with the decedent’s final individual income tax return.
¡ Review trust fiduciary income tax returns and individual income tax returns assigned.
¡ Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.
¡ Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings.
¡ Develop post mortem tax-saving strategies for the estate accounts.
¡ Review and research any tax situation that could affect the management of their accounts.
¡ Engage in special projects related to client matters involving tax accounting and consulting.
¡ Assist clients with other accounting related matters.
¡ Keep abreast of tax changes and issues that could affect our clients.
¡ Required: Bachelors degree in accounting required, Masters preferred
¡ CPA required
¡ 8+ years public accounting experience required
¡ Estate & Gift Tax experience a must!
¡ Excellent communication skills
¡ High energy and self sufficient
¡ Ability to work in a team environment
Ability to deliver excellent client service
Position: Director of Excise Tax
Industry: Fuel Company
Location: South Florida Relocation: moving expenses - packing and truck
Salary: $90K to $125K plus stock option
¡ Job Description: Responsible for all Fuel excise and sales tax
¡ Work to stream and automate processes
¡ Coordinate and manage state and federal tax audits
¡ Maintain tax tables
¡ Understand license requirements per state
¡ Manage staff
¡ Help integrate acquired businesses
¡ Interact with sales, marketing and operations department
Required: Extensive Excise tax experience, Strong MS Excel experience, CPA a plus, Knowledge of Great Plains a plus, Prior experience with tax software (i.e. Vertex)
