Basic Information

Job Category: Accounting

Location: Northport, New York, United States

Date published: 23-May-2022

Job type: Full Time

Description and Requirements

About the role

Director, Finance and Administration (Remote)

Due to our continued growth, we are currently seeking an experienced Director, Finance and Administration to join our team remotely.

Who We Are:

Advent Advisory Group LLC (Advent) is a healthcare consulting company, recognized as an industry leader in providing audit, consulting and technical assistance to health service organizations nationwide. We are a National Committee for Quality Assurance (NCQA) licensed audit organization, Centers for Medicare and Medicaid Services (CMS) approved Part C and Part D data validation organization, and a URAC pharmacy approved audit organization, and have been providing audit and consulting services for some of the largest health services companies in the country for nearly 15 years.  Advent is a dynamic and growing business, recognized by Inc. 5000 in 2017 and 2019 as one of the fastest growing private companies in the country.

About the Role:

The Director of Finance and Administration is responsible for leading and managing finance, administration, human resources, and contracting operations to support the Company’s short- and long-term strategic goals. The Director of Finance and Administration reports to the COO and is a member of the leadership team. This is a fully remote position. 

What you’ll do:

1. Financial Management: Provide financial oversight and management for the organization, from daily operations to high-level administration.
a. Lead the annual finance planning/budgeting processes and prepare the annual operating budget; update budget/forecast monthly. 
b. Prepare monthly profit/loss, balance sheet and cash flow financial statements; prepare timely, detailed and relevant reports on financial performance and annual report to support strategic business decisions.
c. Manage payroll, payroll liabilities, and benefits including PTO accrual and retirement plans.
d. Oversee accounts payable and receivable and client invoicing.
e. Ensure efficient functioning and documentation for all financial systems including receipts, disbursements, billing, bookkeeping, budgeting and accounting.
f. Coordinate with contracted accounting team for annual tax filings and independent audit.
g. Manage audit and internal controls and company’s liquidity and cashflow; manage financial risk.
h. Maintain finance-related policies and procedures.

2. Administration: Oversee company non-program operations.
a. Maintain Company documentation, including Company policies and procedures, contracts, and related legal documents.
b. Ensure employee records are maintained and updated in accordance with internal policies, client contracts and related regulations.
c. Ensure ongoing compliance with state, federal and client administrative requirements, including insurance, training, human resources and labor statistics; provide responses to related client requests; maintain Company insurance policies.
d. Organize Company staff meetings (virtual and in-person) and ensure ongoing communication throughout the company.
e. Secure, negotiate and manage related consultant, contractor, and supplier relationships.
f. Lead organizational strategic planning efforts.
g. Maintain all related systems, databases, and policies and procedures.

3. Human Resources: Lead and manage all human resources (HR) functions to ensure appropriate staffing levels, employee retention, and ongoing staff engagement.
a. Oversee employee recruitment, onboarding, offboarding and terminations as well as HR-related issues.
b. Manage employee compensation, bonus allocations, benefit programs, Company retirement plan, and time and attendance system.
c. Manage staff development, mentoring and evaluation programs; identify, facilitate and approve training opportunities that align with Company objectives.
d. Ensure ongoing compliance with related labor laws and state regulations.
e. Oversee staff resource allocation to ensure compliance with Company budget and forecasts; work with project leads and sponsors to identify and satisfy staffing needs.
f. Maintain all HR-related documents, including policies and procedures, employee files, job descriptions, company organization chart and employee handbook.

4. Contracting: Oversee client and vendor contracting to support Company growth, program, financial and client relations goals.
a. Oversee the preparation, analysis, review and execution of all client, contractor, and vendor contracts.
b. Ensure contracting tools, templates and processes fully support internal departments as well as client invoicing and cash flow.
c. Develop and implement related policies, procedures and controls to ensure efficient contracting systems and processes.
d. Liaison with Company legal team to ensure appropriate review of contracts, non-disclosure agreements, business associate agreements and other legal documents.

5. Management: As a member of the management team:
Foster Company development and expansion. 
Support achievement of Company growth, profitability, and management objectives.
Enable the maintenance of favorable client relationships and business partnerships.
Ensure Company is well positioned in a rapidly evolving and competitive environment and is well prepared for ongoing change.
Promote, establish, and maintain positive relationships and strong business partnerships for the benefit of the Company.
Set goals and related metrics, monitor work, and evaluate results to ensure that departmental and organizational objectives and resource requirements are met and are in line with the needs and mission of the Company. 
Support and implement Company image and brand.
Support company goals, mission and values and work collaboratively with other members of management team.

Education and Experience:

Master’s degree in finance, accounting, management, business or public administration, or other related field.
Minimum 10 years related finance, administration and HR experience, with extensive project management experience.
Minimum of five years of related experience in Director or higher-level position 
Certified public accountant (CPA) or comparable experience. 

Required Skills and Training:

Ability to analyze Company strengths and weaknesses and to propose corrective action plans when necessary.
Ability to present financial information appropriately and with integrity.
Capacity for managing and leading people; ability to connect to staff and develop and empower leaders; capacity to enforce accountability; and high emotional intelligence.
Ability to think strategically, anticipate future consequences and trends and incorporate them into the organizational planning.
Ability to think creatively about staffing and organizational structure, and in assessing company risk.
Experience developing and implementing HR policies, managing performance reviews and evaluations, and serving as a resource for staff.
Exceptional analytical, writing, interpersonal, communication and time management skills.
Excellent project management skills including ability to move a project from development to completion
Occasional travel required.

Company Offers:
Salary commensurate with experience.
Excellent benefits package offered.

To Apply:
Please submit your resume
via the ‘Apply Now’ button!

We are an Equal Opportunity Employer!