Elliott Davis · 13 hours ago
Senior Associate - Strategy & Operations, Finance Transformation(Healthcare)
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
4+ years expElliott Davis is a leading provider of strategic finance and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market. In this role, you will deliver expert accounting and financial support to buy-side clients and assist in enhancing the finance function for acquired entities while also offering sell-side advisory services during the transaction process.
Information Technology
Responsibilities
Provide timely, high quality client service that meets or exceeds client expectations
Assist with multiple healthcare-focused finance transformation engagements and oversee workstreams including accounting and month-end close, FP&A, and/or technology, often as part of interim finance leadership – both buy-side post close and sell-side preparation and diligence support
Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
Assist with preparation of opening balance sheets and post-close purchase price adjustments
Develop an understanding of the client's business and recognize key performance drivers, trends and developments and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution
Ensure all deliverables are completed on time and meet the firm’s quality standards
Qualification
Required
4+ years of public accounting (Audit or TAS) and operational accounting (Senior Accountant, Senior Analyst, Manager) in the middle market healthcare industry
Experience setting up and transforming the accounting function for a healthcare PE portfolio or other high-growth company – accrual conversion, month-end close optimization, monthly reporting packages, systems and data, etc
Experience recording Accounts Receivable and accrued revenue entries using various revenue models (e.g., waterfalls, ZBA, Change in AR, etc.)
Experience with calculating physician compensation and gross margin by provider using various production models (e.g., RVU, % of production, etc.)
Experience with EMRs such as Athena, AdvancedMD, EClinicalWorks, Brightree, etc
High level comprehension of accounting principles coupled with ability to effectively communicate
Forward-thinking, interested in intersection of finance and technology – experience implementing BI tools and looking for opportunities to utilize AI
Excellent written, verbal and presentation skills
Strong analytical and problem-solving ability
Effective time management skills
Preferred
CPA Certification is a plus, but not required
Benefits
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First-class health and wellness benefits, including wellness coaching and mental health counseling
One-on-one professional coaching
Leadership and career development programs
Access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
Company
Elliott Davis
Elliott Davis is a top 50 business solutions firm founded in 1920.
501-1000 employees
H1B Sponsorship
Elliott Davis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Flexpoint Ford
2025-06-11Private Equity
Leadership Team
Richard Davis
Shareholder
Recent News
Private Equity Wire
2025-06-16
UPSTATE BUSINESS JOURNAL
2025-06-13
Company data provided by crunchbase