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Coordinated Care Services, Inc. (CCSI) · 1 day ago

Sr. Consultant, Financial Services

Rochester,NY,US

Full-time

Hybrid

Senior Level

5+ years exp

Coordinated Care Services, Inc. (CCSI) is a leading non-profit partner to local governments and community organizations, dedicated to improving business processes. They are seeking a Sr. Consultant for Financial Management Services to support customers in managing their fiscal operations, ensuring deliverables are met on time and within budget while supervising team members and leading projects.

Health CareManagement ConsultingNon Profit

Responsibilities

Supervise additional team member(s) overseeing customer contracts and scope of services. Provide daily work direction and coaching to junior staff

Serve as Project Lead and/or Customer Relationship Manager for projects. Lead and coordinate complex components of large projects or series of small projects

Provide Customers with senior-level financial knowledge and skills to support both strategic and operational projects

Work with customers to identify needs, efficiencies, improve processes, develop, and implement project deliverables

Coordinate customer contracting processes including scopes of services, budgets, and processing with customer staff

Monitor performance against budgets for ongoing projects

Make significant contributions to proposal development and other business development efforts aimed at expanding services to current and new customers

Manage County Customers grant and state aid information, maintaining appropriate supporting documentation and history. Ensure provider funding allocations are accurate and in compliance with behavioral health funding and program requirements

Assist customers with the accounting practice of managing revenues & expenses as it related to the behavioral health program reporting

Monitor and evaluate programs for compliance with federal, state, and local reporting requirements for various state disabilities and funding streams. (OMH, OASAS and OPWDD (O Agency))

Prepare of all NYS O Agency’s and grant financial deliverables on behalf of the Customer. This includes activities related to information collection, presentation of, data entry, and submission

Desk audit provider budget, quarterly and annual fiscal reports

Support development and presents state fiscal report (CFR) training for Providers and Customers, as necessary

Support customers in budget preparation, funding management, and reporting needs as needed and appropriate

Prepare, maintain, and reconcile state and county payment advances. Assist with contract reconciliation for customer County, Providers and/or Contractors

Assist with preparing audit documentation and payment schedules for delineating appropriate provider payment amounts, as necessary

Prepare and maintain state aid funding and claiming schedules. Perform reconciliation of State Aid funding letters, Provider funding schedules, and Provider fiscal reports. Maintain system for monitoring and tracking of provider financial deliverables and Customer deliverables to NYS

Provide data analyses support, including data entry and report writing, utilizing various data sources and tools

Work with CCSI’s Contract Management Department towards continual improvement of contract management and general finance operations. This may include participating in meetings internally and/or with Customer staff, as needed, to discuss systemic and/or program issues or assisting Finance Department with invoicing analysis

Provide accounting support for customers as needed

Perform other duties as assigned

Qualification

NYS Consolidated Fiscal Reporting SystemNonprofit accountingFinancial analysisProject managementCustomer serviceCultural responsivenessTeam leadership

Required

Bachelor's degree in accounting or finance and 5+ years' work experience or equivalent education and work experience

Knowledge and 4+ years' experience with the NYS Consolidated Fiscal Reporting System (CFRS), including knowledge of federal and state reporting requirements for NYS OMH, OASAS, and OPWDD agencies

Knowledge and minimally 3 years' experience with nonprofit accounting

Participate as a member of the team in valuing individual differences and supporting one another's opportunity to achieve their greatest potential

Be culturally responsive to the population being served in the development, design, monitoring, evaluation and/or implementation of programs and services

Respect the confidential nature of all CCSI and CCSI customer information you are exposed to in the course of your work performance