Senior Financial Analyst and Accountant / Full Time / San Diego

Copley Drive San Diego, California
senior financial financial analyst analyst accountant medical financial providers finance accountant management tax senior
November 29, 2022
Copley Drive
San Diego, California

Hours

Shift Start Time:

Variable

Shift End Time:

Variable

Additional Shift Information:

Weekend Requirements:

No Weekends

On-Call Required:

No

Senior Financial Analyst and Accountant

Location

This position is located in Kearny Mesa, San Diego County (Sharp Copley). This position has the option of a hybrid schedule (work both remotely and onsite).

What You Will Do

The Senior Financial Analyst and Accountant position is responsible for supporting the financial operations for Sharp Rees-Stealy Medical Group's more than 500 physicians and 100 advance practice providers (APPs).  The position will function as a member of the Sharp Rees-Stealy Finance department, reporting directly to the Administrator of Payroll and Provider Compensation.  The position will also work closely with the Medical Group's Chief Financial Officer, President, Chief Medical Officer, and department leaders to provide meaningful and actionable information.  The position collaborates regularly with the Sharp Rees-Stealy Finance team to achieve the Medical Group’s goals.  The Senior Financial Analyst and Accountant needs to be very detail oriented, committed to accuracy, have strong skills in Excel, ability to work in a high performing environment and be a strong communicator.

Job Responsibilities

  • Prepare and analyze accurate and timely Recruitment Packets for the Medical Group's Board of Directors and Council of Department Chairs to support the evaluation existing providers and adding new providers.
  • Collect accurate and complete provider compensation and productivity data for submission to national benchmark surveys.
  • Coordinates accurate and timely Medical Group compensation and productivity comparisons to benchmark reports, physician growth goal reports, annual provider full-time equivalent (FTE) and incentive calculations.
  • Assist with the management of the Medical Group's 3 defined contribution pension plans and 1 defined benefit pension plan, in collaboration with the plans' external service providers. 
  • Support accurate preparation of provider payroll.
  • Prepare account analyses and reconciliations for balance sheet and expense accounts monthly, including adequate supporting documentation. 
  • Prepare monthly journal entries necessary to account for all financial transactions with appropriate supporting documentation.
  • Prepare accurate and complete financial statements that are presented monthly at the Medical Group's Board of Directors meeting, including concise and meaningful supporting analyses.
  • Assist with preparation of annual federal and state tax returns. 
  • Assist with tax provision, tax research and other tax matters as requested. 
  • Ensure the Medical Group's compliance with other state or federal regulatory filing requirements. 
  • Be available as a resource to investigate and research issues or questions brought to Finance's attention by physicians or management regarding provider compensation and productivity.
  • Monitor the Medical Group's financial and productivity performance and assisting physicians and managers in achieving financial goals.
  • Establish and maintain active relationships with customers by periodically assessing needs and satisfaction and by providing quality customer services. 
  • Coordinate the completion of special projects and ad hoc analysis as assigned.  Coordinate preparation and presentation of education for providers and management staff.  Assist in developing and revising policies and procedures as needed. 

Required Qualifications

  • Bachelor’s degree required.
  • 3 years minimum experience in accounting or finance, preferably within the healthcare industry.
  • 3 years minimum experience with QuickBooks, or other general ledger
  • Strong analytical skills and ability to handle large data sets.
  • Detail oriented with experience with accuracy-sensitive reporting.
  • Advanced Excel experience and experience with other Microsoft Office products.
  • Ability to communicate effectively, both verbally and written, with peers, leadership, and physicians within the medical group.  Including ability to communicate financial concepts to non-financial personnel.
  • Accounting and financial reporting experience.
  • Experience presenting to leadership and supporting leadership with financial operations.

Preferred Qualifications

  • Certified Public Accountant (CPA) - CA Board of Accountancy.
  • Experience with GE/IDX or EPIC EMR, or other EMR/PM systems.
  • Experience with Cognos or other data warehouse house reporting system.
  • Experience with Monarch.

About Sharp Rees-Stealy:

The Sharp Rees-Stealy Finance department provides strategic and operational financial management, accounts payable, payroll, budgeting, productivity reporting, and other financial services to the Sharp Rees-Stealy Medical Group, and the Sharp Rees-Stealy Medical Centers (foundation-model clinics).

Sharp Rees-Stealy provides services at 19 clinic locations throughout San Diego County, with over 600 primary care, medical specialty, and surgical specialty physicians, and advanced practice providers, representing virtually every field of medicine. Sharp Rees-Stealy Medical Group is one of the largest, most comprehensive medical groups in San Diego County, and is recognized for excellence in patient satisfaction and clinical care. For patient convenience and improved coordination of care, Sharp Rees-Stealy offers services like laboratory, radiology, physical therapy, and urgent care within each clinic or nearby.

Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class


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