Senior Principal Consultant - Financial Services

Senior Principal Consultant - Financial Services

Remote - based in NY, WI, GA, FL

Per Diem ~ up to 20 hours per week

Compensation: $80 to $100 per hour

Put the CARE in your CAREER!

At CCSI, our mission is to activate possibilities and spark change in organizations that put people first. Our vision guides us all in the right direction: a world of communities where everyone flourishes. CCSI is a trusted partner to human-centered organizations. We work with government, education, and non-profit institutions to strengthen their day-to-day operations, build successful teams, plan for the future, and increase their impact. We help organizations rise so communities can flourish. If you’re looking for a career with purpose that creates lasting change in the community, we encourage you to apply.

We are looking to fill a per diem role with a talented Senior Principal Consultant - Financial Services to join our team of nearly 500 employees. 

The Senior Principal Consultant serves as a senior-level financial executive and trusted advisor to client organizations. Acting in an outsourced CFO capacity, this role provides high-level fiscal leadership, strategic financial planning, oversight of financial compliance, integration of quality improvement, and infrastructure development to strengthen organizational sustainability and performance. 

This position represents the highest level of subject matter expertise within the Financial Services team of Managed Services and plays a critical role in:

• Setting financial strategy across multiple client engagements
• Leading complex fiscal transformation initiatives
• Supporting organizational growth and restructuring
• Driving financial quality improvement systems
• Contributing to business development and revenue growth for the service line

The Senior Principal Consultant operates with a high degree of autonomy and independent judgment, serves as a strategic thought partner to executive leadership and boards, and influences enterprise-level decision making across client organizations. This role also provides mentorship and technical oversight to financial services team members, including: Senior Consultant / Controller, Consultant / Staff Accountant, Associate Consultant / Bookkeeper

In this role, you will be

• Partnering with the senior/executive leaders of customer organizations, including the board of directors, to provide specialized consultation and technical assistance to strengthen their fiscal practices, business intelligence, internal data management, and strategic decision-making capacity.
• Advising customers on evolving policy, regulatory, and funding changes that may impact or create opportunities for the organization’s service or growth strategies and providing recommended approaches for adaptation.
• Working with customers to develop customized implementation plans that align with the organization’s needs, culture, and strategic direction.
• Using data and supporting customer data literacy to shape strategy, gauge impact, and identify opportunities for continued improvement.
• Playing a lead role in developing and deploying new content and delivery modalities for fiscal practice transformation, financial quality improvement, and sustainability initiatives across multiple contexts within the behavioral health and human services sectors.
• Contributing significantly to proposal development, pricing strategy, and other business development efforts to expand Financial Services offerings to current and new customers.
• Serving as subject matter expert within areas of expertise for diverse projects across the Managed Services line and within CCSI where applicable.
• Collaborating with interdisciplinary team members and subject matter experts to develop and implement multidisciplinary solutions where needed or desired.
• Providing mentorship and quality oversight to Senior Consultants, Consultants, and Associates within the Financial Services team, ensuring high standards of technical accuracy, client satisfaction, and professional development.
• Supporting performance management, coaching, and talent development efforts within the Financial Services vertical.
• Performing other duties as assigned. 

SENIOR PRINCIPAL CONSULTANT – VERTICAL SCOPE EXPECTATIONS

• Serve as enterprise-level financial strategist for complex and multi-site nonprofit and healthcare organizations
• Lead high-impact engagements involving fiscal restructuring, sustainability planning, rate modeling, revenue diversification, mergers/acquisitions, and risk mitigation
• Shape and scale service offerings within the Financial Services vertical
• Drive innovation in financial reporting, automation, forecasting, and business intelligence
• Influence CCSI’s strategic growth within Managed Services
• Develop scalable systems, repeatable methodologies, and financial frameworks for long-term sustainability
• Maintain and leverage high-level strategic partnerships across the nonprofit, healthcare, and government sectors

What you bring

• Advanced degree in Finance, Business, Accounting, Healthcare Administration, Public Policy, Public Health, or related field and/or work experience or equivalent education (see CCSI’s  Education and Experience   Equivalency Chart)  and a minimum of 15 years of experience successfully leading teams or business units toward established goals and targets. 
• Solid understanding of the behavioral health and human services market sectors, including new program development and implementation.  
• Knowledge of the structures and business practices associated with managed care organizations, accountable care organizations and independent practice associations.  
• Experience with electronic billing procedures and management practices.  
• Ability to coach and mentor staff members to support personal growth and build agency capacity. 
• Excellent customer relationship skills, with the ability to assess needs, troubleshoot problems, develop solutions, and manage expectations. 
• Strong written and oral communications skills. Comfortable presenting to groups – both formal and informal. 

Required for this position are:

• Executive-level financial leadership and strategic advisory experience
• Deep expertise in nonprofit and healthcare fiscal management
• Advanced knowledge of governmental funding structures, cost reporting, rate setting, and reimbursement methodologies
• Expertise in financial modeling, forecasting, and scenario planning
• Strong board-level communication and presentation capabilities
• Experience supervising and mentoring financial professionals
• Ability to manage multiple complex engagements simultaneously
• Strong business development acumen
• Advanced proficiency in financial systems, accounting platforms, Excel modeling, and business intelligence tools
• Exceptional analytical, systems-thinking, and problem-solving skills
• High emotional intelligence and ability to navigate complex organizational dynamics

ADDITIONAL REQUIREMENTS: 

• Ability to travel as required or requested to work with CCSI customers. 
• Satisfactory completion of all required background screenings.
• Respect the confidential nature of all CCSI and CCSI customer information you are exposed to in the course of your work performance. Staff working directly with protected health information/electronically stored protected health information, personally identifiable information, and other patient/consumer/customer data, will abide by the specific procedures and policies outlined by CCSI’s Code of Conduct and CCSI’s Privacy and Security Policies, New York State regulations and Federal regulations. 

  At CCSI, you’ll enjoy

• Market-competitive compensation · An award-winning View email address on easyapply.jobs and employee benefits program.

• An organization that is committed to racial equity and anti-racist practices.

• Continuous professional development opportunities. 

• A voice in shaping CCSI’s ever-evolving diverse company culture.

We Are CCSI !

For more than 30 years, CCSI has been a leading non-profit partner to government agencies, schools, and community-based organizations in the mental and behavioral health space. We aim to maximize these organizations’ potential to serve their communities by supporting their business operations and staffing needs. We dream of communities where everyone flourishes, and we are proud to help our customers move towards that goal.

At CCSI, you are not just part of a team, you are part of a community. You do not just fit in, you belong. We are proud of our steadfast commitment to equity, working diligently to remedy the impact of systems of racism and other forms of oppression to ensure that everyone in our employee community can flourish. We encourage applicants from diverse backgrounds to consider joining us.

CCSI does not accept inquiries from third-party recruiters or search agencies.

Coordinated Care Services, Inc (CCSI) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.