Finance Coordinator II Atrium Health Wake Forest Baptist - Family Medicine - School Health Alliance

Department: 38707 Wake Forest University Health Sciences - Family Medicine

Status:

Benefits Eligible:

Hou rs Per Week:

Schedule Details/Additional Information:

Pay Range:

JOB FUNCTION

To establish and maintain administrative functions in the areas of finance, business, and administrative operations of the School Health Alliance for Forsyth County (SHA), a 501 (c) (3) non-profit formed to oversee school-based health centers located in Winston-Salem/Forsyth County Schools (WS/FCS) and operated by staff and faculty hired through Wake Forest University School of Medicine (WFSM) Department of Family and Community Medicine. Position is grant funded.

MAJOR DUTIES AND RESPONSIBILITIES:

Finance Operations

• Develop annual budget for SHA for review by the Executive Director, and ultimately approval by the SHA Board of Directors;
• Independently prepare and compile financial reports and present these reports to SHA Board of Directors quarterly.
• Perform day-to-day budget management of assigned SHA funds.
• Manage the flow of administrative and operational funding which supports the SHA. This requires invoicing contracting agencies on a monthly, quarterly, or as required by the funding agency for contractual support amounts, as well as paying vendors in a timely manner.
• Assist SHA Executive Director in reviewing local contracts and School System reimbursement contracts for financial accuracy, contractual time frame, and services to be performed by each contractual party.
• Monitor SHA expenditures on grants and departmental accounts; approve requisitions and vouchers in accordance with SHA procedures;
• Maintain financial reporting requirements to uphold SHA status as its own 501(c) (3). This requires establishing and maintaining a sub-accounting system, QuickBooks Pro Edition, to incorporate all grant accounts into one accounting system and capturing additional financial data needed for reporting requirements not captured by WFSM Controller’s/PeopleSoft system.
• Oversee independent audit of the SHA annually performed by independent accounting firm; providing all financial records, documentation and explanation of day-to-day business operations.
• Coordinates with SHA external accountant to ensure annual taxes are filed.
• Establish accurate financial projections by examining past and future expenditures to determine if adequate funds are available as needed; review financial information with SHA Executive Director; determine and implement distribution changes as appropriate.
• Develop proposed budgets for grant applications based on parameters set by funding agencies; review completed grant applications for accuracy and completeness and submit to Department of Family and Community Medicine Research Administrative Coordinator for upload into Huron when indicated for Office of Sponsored Program review.
• Once grants are awarded, prepare required financial reports for grantors. Review and approve expenditures for coding accuracy and ensure the expenses are permissible within awarding agency.
• Review monthly billing and reconciliation statements from the FQHC partner for accuracy, and coordinate with the FQHC partner accounting team to resolve any information that is incorrect.

Business Operations

• Oversee business operations of the SHA, serving as liaison to contractual clerical staff and their agencies, WFSM Department of Family and Community Medicine, Controller’s Office, Research and Development offices, Executive Directors or representatives of grant agencies and foundations, SHA Secretary/Treasurer, and SHA attorney.
• Make decisions on specific operational problems in accordance with departmental, institutional, and SHA policies and procedures and partner FQHC policies and procedures; sign on behalf of Executive Director, as delegated in writing.
• Arrange, implement and participate in conferences, committee and Board meetings of the SHA, compiling and providing minutes and staff support, as directed.
• Assist in public relations and marketing activities to inform the public and community agencies for inquiries, concerns, and requests about the SHA.
• Receive, screen, and review correspondence; originate outgoing correspondence and act on incoming correspondence in relation to duties above.
• Interface with SHA staff (Patient Service Representatives, APPs, and Licensed Behavioral Health Providers); answer inquiries and provide authoritative information. Collaborate with SHA Executive Director, SHA Clinical Manager, SHA Team leads, and SHA medical director in establishing office procedures and addressing problems at SHA sites.
• Order equipment and medical supplies for SHA sites in accordance with SHA budget and approval of SHA Executive Director.
• Coordinate and manage maintenance contracts for all SHA clinic sites. This includes negotiating contracts upon renewal.
• Work with FQHC partner to establish proper policies and procedures for the transmission and storage of patient data to ensure compliance with HIPPA Regulations, and to ensure other practice related compliance requirements are met.
• Coordinates required annual clinic audits with FQHC partner and external auditor.
• In collaboration with SHA Clinical Manager, orients new SHA team members to the work of the SHA, and develops and schedules SHA specific training schedules for new team members.

Research

• Collaborate with Principal Investigator and SHA evaluation team on research protocols.
• Organize collection of data and troubleshoot questions from SHA evaluator.
• Develop and submit data related reports as needed to funders, with review by the Principal Investigator/Executive Director prior to submission.

Clinical Operations

• Act as a liaison to lab vendor or laboratory contractor, to resolve discrepancies in patient billing.
• Perform other related duties incidental to the work described herein.

EDUCATION/EXPERIENCE

• Bachelor's degree in business, Accounting, or related area with three years' grant related accounting experience; or, an equivalent combination of education and experience required.
• Computer skills and the ability to develop financial spreadsheets required. Experience related to research projects preferred.

LICENSURE, CERTIFICATION, and/or REGISTRATION

• None needed

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.