Director, Financial Services

Department:

Status:

Benefits Eligible:

Hours Per Week:

Schedule Details/Additional Information:

Hybrid and/or remote work schedule

Pay Range:

Provides leadership and oversight to ensure completeness and accuracy of the Foundation’s monthly financial statements, quarterly consolidation inputs, the adequacy of various pledge receivables and other reserves, and other external reporting or benchmarking requirements associated with the Foundation.

Major Responsibilities

• Develops and recommends treatment for internal and external financial accounting and reporting issues, long term operating forecasts, and the overallconsolidatedFoundation annual operating budget. Supervises and reviews direct reports and efficient operation of the financestaff.

• Completes monthlyconsolidatedfinancial statementpackagefor Corporate Accounting based on FASB and GASB reporting requirements.

• Ensurescompliance with requisite document retentionrequirements.

• Manages performance and maintenance of Foundation procedures and policies as well as recommendations forimprovements.

• Monitorscontinuous workload and methodologies used to achieve results, making recommendations to improveefficiencyand/or achieve cost savings whenever possible.

• Ensures that the Foundation’s internal and external financial statements and records aremaintainedin accordance withgenerally acceptedaccountingprinciples.

• Provides facility administrators, physicians, development staff, and donors with various financial analyses as well as insights into understandings of the data.

• Preparesfinancial statements and budgets including relatedsupportingdocumentation.

• Monitors all financial activityimpactingFoundation cost centers to ensure accuracy and proper classification within theappropriate ledgersand funds.

• Reviews monthly reconciliations, ensuring accuracy and certifying them for submission in the Blackline reconciliation software.

• Performs reviews, research and other financial analysis independently or as requested byLeadership.

• Analyzes complex transactions to ensureappropriate accountingtreatment both for internal and externalreporting,to includeinthe annual audit and 990 return.

• Interfaces withvendorforpreparationofcharitable solicitation registrations.

Education

Bachelor’s degree in Accounting or Financeisrequired.

Certification /Registration /License

None Required

Work Experience

Minimum of7yearsrelated work experience

Knowledge / Skills / Abilities

Ability to readand analyzereports,analyze financial statements. Knowledge ofspreadsheetand word processing software isessential.Effectiveproblem solving, methodical, detail-oriented, and analytical, with the ability to manage cross-functional projects and collaborate with different individuals and functions across the organization.

Preferred Job Requirements

Certification /Registration /License

CPA preferred

DISCLAIMER

All responsibilities and requirements are subject topossible modificationtoreasonably accommodateindividuals with disabilities.

This job description in no way states or implies that these are the only responsibilities to be performed by an employee occupying this job or position. Employees must follow any other job-related instructions and perform any other job-related duties requested by their leaders.

Our Commitment to You:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including:

Compensation

• Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training

• Premium pay such as shift, on call, and more based on a teammate's job

• Incentive pay for select positions

• Opportunity for annual increases based on performance

Benefits and more

• Paid Time Off programs

• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability

• Flexible Spending Accounts for eligible health care and dependent care expenses

• Family benefits such as adoption assistance and paid parental leave

• Defined contribution retirement plans with employer match and other financial wellness programs

• Educational Assistance Program

Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.