4,895 Financial Director jobs in the United States

**Position Summary:**
The Director Financial Reporting will work with various leaders within the organization to oversee the day to day functioning of the Company's financial reporting department. This role provides oversight and review for the preparation of internal and external financial reports, including SEC filings, and ensures all reporting deadlines are met through effective project management. The position requires a strong background in technical accounting with the ability to interpret complex rules and regulations. The Director is also responsible for the preparation of quarterly presentations to management and the audit committee for key accounting and reporting matters and emerging regulatory changes. The role also oversees monthly accounting and forecasting for incentive-based compensation including share-based payments and the Company's annual management bonus plan.
**Principal Duties and Responsibilities:**
+ Manage the preparation of monthly financial reporting packages provided to executive leadership.
+ Ensure the accurate presentation of the Company's basic financial statements, including balance sheets, income statements, statements of stockholders equity and statements of cash flows.
+ Perform reviews of financial statement support to ensure completeness and accuracy.
+ Utilize Workiva to assist in the completion of the Company's quarterly and annual financial statements with the SEC (Form 10-K and 10-K).
+ Evaluate the use of excel, data analytics tools, and financial reporting software to improve the preparation and review of financial reports and schedules.
+ Analyze financial statement variances on a monthly and quarterly basis and provide narrative explanations to management and third-party auditors.
+ Maintain relationships with business partners to ensure early identification of transactions with accounting/reporting impacts.
+ Be the go-to for all technical research on various accounting issues, including accounting guidance related to leases, goodwill and intangibles, impairment, various corporate transactions, debt, fair value assessments, stock compensation, and more.
+ Lead the adoption of new accounting standards and develop reporting requirements.
+ Draft accounting positions and accounting policies consistent with our peer group, including benchmarking.
+ Research, interpret, and apply complex accounting principles to address unique business transactions and emerging accounting issues.
+ Research and analyze emerging accounting issues from the SEC, FASB and other regulatory bodies.
+ Review and / or prepare monthly journal entries related to incentive compensation plans including share-based payments and Company's annual management bonus plan.
+ Prepare budgets and forecasts for incentive-based compensation.
+ Prepare benchmarking analysis of various disclosure requirements and propose enhancements and / or improvements to external reporting.
+ Coordinate with external and internal auditors related to financial reporting matters.
**Minimum Requirements/Qualifications:**
+ Bachelor's Degree in Accounting
+ 10+ years of accounting experience, including a minimum 6-7 years in public accounting, big 4 preferred.
+ Will consider candidates with a mix of public accounting and private company experience in financial reporting.
+ CPA required.
+ In-depth knowledge of FASB and SEC accounting frameworks and reporting requirements.
+ Ability to perform complex accounting research and prepare technical memorandums and presentations.
+ Experience in preparing or reviewing basic financial statements and notes, including a statement of cash flows.
+ Working knowledge of internal control requirements including SOX.
+ Strong computer skills, including Microsoft Excel, Word, Powerpoint, and Adobe PDF.
+ Attention to details, including regular follow-up on action items.
+ Strong analytical and problem-solving skills.
+ Ability to work in fast-paced team environment, handling multiple tasks and meeting deadlines.
+ Experience in managing multiple direct reports.
+ Experience with Blackline, IBM Planning Analytics or similar financial reporting software is a plus.
Full time
500 Volvo Parkway,Chesapeake,Virginia 23320
Accounting
Dollar Tree

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Effectively manage overall operational and compliance risk related to SEC and Climate reporting for Truist. Ensure the accurate and timely preparation, review, production and distribution of internal and external financial reports, including reports distributed to the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC) and Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB) as needed.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Ensure the accurate and timely preparation, review, production and distribution of external corporate and bank regulatory financial reports, including reports distributed to or filed with the Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve Board (FRB) and various state agencies. Prepare the quarterly earnings press release and management's discussion and analysis. Respond to annual SEC comment letters by working with appropriate personnel to collect relevant background information necessary for response.
2. Manage the corporation's critical calculation of regulatory capital ratios, including the development of standards to support the calculation of risk-weighted assets under the Basel III framework. Maintain a thorough understanding of Basel III rules and interpretations. Provide expert counsel and advice to the CFO, Corporate Controller, and other senior leaders on the calculation of risk-weighted assets and capital ratios. Oversee training of data providers to ensure they understand and comply with policies and standards regarding the calculation of risk-weighted assets. Develop strong processes that ensure a high level of data integrity and internal controls.
3. Lead and manage a team charged with interpreting and communicating complex regulatory reporting requirements throughout the organization and ensuring appropriate governance over regulatory reporting processes. Communicate complex regulatory reporting requirements and issues to the Regulatory Reporting Governance Committee, which includes the Chief Financial Officer (CFO), Chief Risk Officer (CRO), Corporate Controller and other senior leaders of Truist. Provide expert counsel and advice on regulatory reporting matters to various standing committees and project teams. Prepare communications for the Audit Committee of the Board of Directors and external regulators related to matters concerning regulatory reporting. Lead the development of implementation strategies for complex and ever changing regulatory reporting requirements.
4. Oversee the design and implementation of process changes and internal controls for new regulatory reporting requirements and monitor existing guidelines for financial regulatory reports to ensure that Truist remains in compliance with federal, FDIC and state reporting requirements.
5. Ensure participation in the collection and validation of enterprise wide data used for regulatory reporting purposes. Oversee a governance group who will support the first line of defense by reviewing filings prior to submission, monitoring feedback from regulators (edit checks, email correspondence), providing reporting metrics to management and ensure that documentation is maintained according to internal guidelines. Provide leadership and direction on future strategies for enterprise data needed for regulatory reporting. Develop strong processes that ensure a high level of data integrity and internal controls.
6. Participate and provide the CFO and Corporate Controller with updates from industry regulatory reporting groups, including the Bank Policy Institute (BPI) and American Bankers Association (ABA), which monitor activities impacting regulatory reporting for the industry.
7. Lead discussion with the regulatory staff of the FRB Richmond on matters impacting Truist's regulatory reports. Provide analysis of changes in regulatory reports to the statistics division for use in their oversight of Truist and their mandate to monitor economic activity.
8. Lead the month-end close process through complete and thorough planning, coordination and communication with all business units, subsidiaries and home office departments. Present the monthly corporate results of operations to the CFO and other members of Executive Leadership, as requested. Oversee the monthly preparation and delivery of vital financial information/statements to Executive Leadership and the Board of Directors to be used for corporate governance and critical decision-making.
9. Provide vision and leadership on reporting strategies, improvements and upgrades, and develop comprehensive information delivery strategies for financial reporting and reconcilement. Develop strategies to improve the timeliness, availability and usefulness of financial information. Ensure data integrity, accuracy and availability of internal and external reports.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related training
2. Certified Public Accountant (CPA) designation; strong technical accounting knowledge
3. Fifteen years of relevant accounting or accounting policy experience with knowledge of GAAP, Liquidity, and BASEL reporting; twelve years of leadership and supervisory experience
4. Intelligent, strong and decisive leadership within an organization as a result of high integrity, intellectual clarity, and a passion for excellence; strong leadership abilities including proactive thinking and teamwork to drive the best business decisions
5. Strong personal and professional ethics with impeccable integrity
6. High energy level and strong work ethic to meet the demands of a fast paced, goal driven environment; results orientation, which includes meeting commitments, performance metrics, and targeted and required delivery dates
7. Self-motivated with the ability to work without supervision; ability to work under difficult time constraints and manage multiple resources, priorities and projects
8. Strong team orientation; eagerness to pitch in and help larger teams meet goals and responsibilities
9. Excellent technical and research skills; excellent communication and presentation skills; excellent critical and conceptual thinking, problem solving ability and analytical skills; excellent interpersonal skills across internal and external organizational levels
10. Demonstrated proficiency in computer applications, such as Microsoft Office software products, with an emphasis on spreadsheet, word processing and database software
**Preferred Qualifications:**
1. Master's or advanced degree in Business or Accountancy
2. Prior experience working for a large, SEC-registered financial institution or Director level public accountant with extensive bank experience
3. Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB, SEC or FDIC
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Description
We are looking for an experienced Director or Manager of Financial Reporting to oversee compliance with regulatory standards and ensure accurate preparation of financial documents. This role requires a leader with strong analytical skills who can manage reporting processes and contribute to organizational success.
Responsibilities:
- Lead the preparation and submission of SEC filings, including Form 10-K and Form 10-Q, ensuring compliance with regulatory requirements.
- Manage the production of accurate and timely annual financial reports, including Earnings Per Share (EPS) calculations.
- Collaborate with cross-functional teams to ensure consistency and accuracy in financial reporting processes.
- Oversee the organization's financial reporting framework, driving improvements and maintaining efficient procedures.
- Monitor changes in financial regulations and standards, ensuring the organization remains compliant.
- Provide guidance and leadership to the financial reporting team, fostering a culture of excellence.
- Analyze financial data to identify trends and provide actionable insights to senior management.
- Ensure the accuracy and integrity of all external financial reporting materials.
- Support audit processes by providing necessary documentation and addressing auditor inquiries.
Benefits include generous Bonus plan, Medical, Dental, Vacation and 401k
Requirements - Minimum of 7 years of experience in financial reporting, with expertise in SEC filings such as Form 10-K and Form 10-Q.
- Strong understanding of Earnings Per Share (EPS) calculations and annual financial reporting processes.
- Proven ability to lead and manage a team, with excellent organizational and leadership skills.
- In-depth knowledge of financial regulations and compliance standards.
- Advanced proficiency in financial reporting systems and tools.
- Exceptional analytical and communication skills.
- Bachelor's degree in Accounting, Finance, or a related field; CPA certification is highly preferred.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
Robert Half is partnering with a growing hospitality client on a Financial Reporting Manager. We are seeking a highly skilled and detail-oriented Financial Reporting Manager with strong SEC reporting experience and a solid understanding of lease accounting under ASC 842. This role will be responsible for preparing external financial reports, managing the lease accounting process, and supporting general accounting close activities including journal entries and account reconciliations.
Key Responsibilities:
+ Prepare and file quarterly and annual SEC reports (10-Q, 10-K), including financial statements, footnotes, and MD& A sections.
+ Ensure compliance with U.S. GAAP, SEC regulations, and internal controls over financial reporting.
+ Manage the accounting for leases under ASC 842, including review of new contracts, lease modifications, and maintaining the lease accounting system.
+ Work closely with cross-functional teams to gather required lease data and ensure timely and accurate reporting.
+ Assist with month-end close activities, including preparation of journal entries, balance sheet reconciliations, and fluctuation analyses.
+ Coordinate with external auditors and provide audit support during quarterly reviews and the annual audit process.
+ Support internal reporting and analysis to senior management and assist with ad hoc financial projects as needed.
+ Maintain up-to-date knowledge of relevant accounting standards and regulatory requirements.
Requirements
Qualifications:
+ Bachelor's degree in Accounting or related field required; CPA strongly preferred.
+ Minimum of 5 years of progressive accounting experience, including SEC reporting and lease accounting under ASC 842.
+ Public accounting experience or experience in a public company environment is highly desirable.
+ Strong technical accounting knowledge and attention to detail.
+ Experience with ERP and lease accounting systems (e.g., NetSuite, Workiva, CoStar, LeaseQuery) a plus.
+ Proficient in Microsoft Excel and other Office applications.
+ Excellent written and verbal communication skills, and the ability to manage multiple priorities effectively.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
Financial Reporting
Are you a seasoned financial professional with SEC reporting expertise and a robust foundation in GAAP accounting? We are representing a growing financial services organization, boasting $4.5 billion in assets and 485 employees, seeking to hire a Vice President of Financial Reporting to lead key financial and regulatory functions while driving efficiency and scalability.
Enjoy a collaborative and community-focused culture, opportunities for career growth, and competitive benefits like a 9% 401(k) contribution, stock options, and flexibility with one remote workday per week.
Lead SEC filings (e.g., 10-Ks, 10-Qs, Proxy Statements) and regulatory reports.
Supervise and mentor the financial reporting team.
Manage the monthly and quarterly close process and drive automation initiatives.
Provide leadership for audit support, control enhancements, and digital transformation projects.
Qualifications: CPA required, with 8+ years of experience in public accounting or financial reporting. SEC reporting expertise is critical, with banking/financial services experience highly preferred. Proven leadership skills and ability to innovate within manual or scaling processes.
Confidential inquiries are welcome! Don't miss this opportunity to join a dynamic organization driving transformation and independence in the financial services industry.
Requirements - Proven expertise in preparing and reviewing SEC filings, including Forms 10-K and 10-Q.
- Strong knowledge of financial accounting principles, including experience with month-end close processes and reconciliation reviews.
- Familiarity with accounting standards for areas such as nonperforming loans, investment accrual testing, and credit loss analysis.
- Experience with regulatory reporting requirements, including Call Reports, Reg O, and Reg F.
- Proficiency in conducting accounting research and applying new standards to financial practices.
- Ability to manage multiple priorities, including tax preparation and shareholder-related activities.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and leadership skills to collaborate across departments and represent the organization externally.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
Robert Half is seeking a Global Consolidations an Financial Reporting Manager for the northern suburbs. This individual will be responsible for international operations and foreign consolidations. This is 75% of the role with 25% domestic. Ideal candidate will have public and industry with over 7+ years of experience. CPA/MBA preferred. Preferred NetSuite or MS Dynamics experience.
Participate and partner with the VP of Finance on key business initiatives such as working capital improvement and indirect spend analysis and cost reductions. Partner with the VP of Finance and Financial Accounting team to manage the external audit and ensure a clean and timely year-end audit with no material adjustments. This is a hybrid model. Salary up to $170k with bonus. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at .
Requirements Auditing, NetSuite, Microsoft Dynamics CRM, International Financial Reporting
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
We are looking for an experienced Sr. Financial Analyst to lead critical financial planning and analysis functions in Salt Lake City, Utah. This role will oversee the preparation of financial models, reporting, and variance analyses, while also supporting key initiatives such as mergers and acquisitions. The successful candidate will bring a proactive and collaborative approach, strong technical expertise, and exceptional communication skills to ensure accurate and timely financial insights.
Responsibilities:
- Oversee financial planning, budgeting, and forecasting processes to ensure accuracy and alignment with organizational goals.
- Build and refine financial models to assess performance, manage risks, and guide strategic decision-making.
- Lead, mentor, and develop both onshore and offshore finance teams to promote effective collaboration and knowledge sharing.
- Establish and maintain robust controls to ensure the integrity and accuracy of financial data and processes.
- Conduct profitability analyses and risk assessments to evaluate new business opportunities and provide strategic insights.
- Manage the valuation and analysis of Mortgage Servicing Rights (MSR), including forecasting cash flows and assessing market impacts.
- Support mergers and acquisitions by conducting financial due diligence, valuation modeling, and integration planning.
- Collaborate with leadership and advisors to assess acquisition targets and provide data-driven recommendations.
- Prepare and present executive-level reports, dashboards, and variance analyses to communicate financial performance and trends.
- Develop and enhance documentation to ensure consistency and facilitate knowledge transfer within the team.
Requirements - Bachelor's degree in Finance, Business, Accounting, or a related field.
- At least 8 years of progressive experience in financial planning and analysis, with 5+ years in leadership roles.
- Strong expertise in financial modeling and advanced analytical skills.
- Proven ability to manage competing priorities and meet deadlines in a dynamic environment.
- Exceptional verbal and written communication skills for engaging with stakeholders at all levels.
- Proficiency in Microsoft Office, particularly Excel, and familiarity with ERP systems.
- Experience in the mortgage services, banking, or financial services industry is highly preferred.
- Familiarity with tools such as Microsoft SQL Server and query writing is an added advantage.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

**Summary of Position (Job Purpose)** _- Major purpose and functions of the position._
Responsible for the timely and accurate monthly closing of the general ledger. Responsible for the Company's compliance with Rule 404 of the Sarbanes-Oxley Act. Responsible for managing the annual financial statement audit and quarterly reviews. Responsible for all monthly/annual reporting for bank debt
**Principal Duties and Responsibilities** _- Primary responsibilities listed in order of importance_
+ Manage the timely and accurate preparation and distribution of the financial statements on a monthly basis
+ Prepare and upload financial statements and backup to bank
+ Ensure the maintenance of proper documentation of accounting policies and procedures and control activities
+ Review or prepare workpapers required for the financial statement audit and the quarterly reviews
+ Coordinate the quarterly communication with the Board/Executive Ownership team
+ Oversee the process for the timely reconciliation of all balance sheet and certain income statement general ledger accounts
+ Prepare and/or review certain monthly account reconciliations for reasonableness and accuracy
+ Summarize and evaluate the implementation of new accounting standards and reporting issues involving publicly filed documents
+ Supervise, support and develop the direct reports listed above
+ Assist the VP - Controller with his/her responsibilities and work on special projects when appropriate
**Minimum Requirements/Qualifications** _- Summary of knowledge, experience and education required._
+ CPA or suitable equivalent
+ College degree in Accounting
+ Strong financial technical knowledge and analytical skills
+ Three or more years in public accounting, including participation in the audits of publicly held companies or equivalent experience
+ Good communication and supervisory skills
Full time
510 Volvo Parkway,Chesapeake,Virginia 23320
Accounting
Family Dollar

Director of Financial Reporting
**Galveston, Texas, United States**
**New**
Executive - Business Professional
UTMB Health
Requisition # 2504451
**Summary:**
The Director of Financial Reporting is responsible for the timely development and production of required financial, management, and other Health System-specific reporting. This position requires significant coordination with Government Reimbursement, Decision Support, Academic Enterprise Finance, Financial Accounting and Reporting, Institutional Support, and other areas of the Institution as well as working with AVP, Financial Reporting - Health System, to ensure that reporting needs are being identified and met.
**Scope:** Institution-wide
**Responsibilities:**
+ Supports and assists AVP, Financial Reporting - Health System in ensuring department work is completed accurately, timely, and in compliance with appropriate accounting and regulatory guidelines and requirements, and assists with ad hoc projects
+ Lead, review, and provide guidance to the staff related to internal and external reporting requirements, including AFR (Annual Financial Report), audit schedules, surveys, budget and forecasting projects, UTMB HealthCare Systems and subsidiaries insurance and tax filings, and other required reports
+ Learn and understand the calculation and determination of system-wide reserves related to patient AR for Hospitals & Clinics and Academic Enterprise
+ Ensure that the Kodiak Revenue Cycle Analytics tool is properly managed and maintained, and understand data flow and interfaces with Epic, Peoplesoft, EPSI, and other systems
+ Provide oversight for the review of reserve calculations, trend reports, variance analysis, and other reporting related to patient AR and net patient care revenue as it impacts both the balance sheet and income statement, including statistical data, historical trends, current trends, and to recognize anomalies and adjust reserves appropriately
+ Lead the review and develop concise, relevant communication of financial results, including variance explanations related to volume and other items for both revenue and expenses
+ Lead the team in supporting the annual operating budget, cash forecast, and related projects
+ Collaborate with other areas to learn and utilize available system resources
+ Understand the interrelationship between other Institution processes and the impact on financial results, including procurement, inventory, revenue cycle billing, and other areas
+ Research and resolve issues efficiently and timely, meet requested deadlines
+ Ensure that managers are proactively planning the use of resources allowing sufficient review time as well as providing any training, information that may be needed
+ Leads recruitment, hiring, orientation, training, supervision, evaluation, disciplinary action and/or termination process, as needed, within department
+ Lead our managers and staff to provide the highest quality services to customers including hospital departments and all finance areas of the Institution as it relates to the Health System, which includes training, research, and analysis
+ Work with managers to ensure financial reporting record retention is in compliance with the UTMB records retention policy
+ Update and maintain departmental policies and procedures, identifying appropriate internal controls for department and providing mechanisms to monitor and enforce compliance
+ Stay abreast of new accounting developments and pronouncements and research certain accounting matters as needed or requested
+ Performs related duties as assigned
**Minimum Qualifications:**
+ Bachelor's degree in Accounting, Finance or related field plus ten (10) years of relevant experience in financial reporting with increasing responsibilities to include three (3) years of supervisory experience
**Preferred Qualifications:**
+ Master's degree in Accounting or related field
+ Certified Public Accountant (CPA)
+ Five (5) years of leadership experience at the director level in a healthcare or academic medical center environment
**Knowledge, Skills & Abilities:**
+ Knowledge of generally accepted accounting principles, cost accounting, government accounting, and statutory accounting
+ Ability to apply critical thinking skills to comprehensively review data and reports ensuring that financial reporting is accurate
+ Strong understanding of financial statements, interrelationships of data to efficiently solve complex problems, detail oriented
+ Must be able to utilize PeopleSoft, and other information technology tools adopted by UTMB for the preparation of all financial reports
+ Requires a strong working knowledge of the technical aspects of reporting and analytic tools including Microsoft Power Bi, Excel SmartView, Epic cube, Kodiak Revenue Cycle Analytics
+ Must possess strong oral and written communication skills along with the ability to communicate with all levels of the organization
+ Ability to direct and guide staff to appropriately and efficiently complete tasks timely
+ Strong organizational and planning skills with the ability to manage multiple projects
+ Must be proactive and a self-starter seeking opportunities for learning and implementing improvements
+ Must be able to work effectively with many teams and departments across the Institution
**Equal Employment Opportunity**
UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
Compensation