Finance Manager- (WBWC) - Chapel Hill, NC

Women’s Birth and Wellness Center (WBWC) - Chapel Hill, NC

**Please note that this position is not affiliated or associated with CCPN. CCPN provides recruitment assists to independent primary practices in North Carolina and all position content was approved by the practice. **

Women’s Birth and Wellness Center (WBWC) vision is to be the recognized leader in patient and family-centered primary, wellness, maternity, and lactation care by providing a learning environment for midwifery and nursing education, improving, and maintaining the health of the communities that we serve, utilizing a collaborative approach and fostering a positive work culture that encourages all of us to bring out best selves to working and supporting and investing in our community.

Position Summary

The Finance Manager manages and oversees the organizations finances, facilities and IT needs and performs a wide range of duties. The Finance Manager is responsible for the day-to-day oversight and hands on management of the organization’s financial records. The Finance Manager performs a wide range of duties including, but not limited to the following:

Monthly Reconciliations

• In collaboration with the HR manager process payroll: timesheets, QuickBooks, contract labor, HSA and Valic payments
• Month-end processing
• Reconcile checking, savings, CD, and credit card accounts
• Monthly Count & enter IUD inventory
• Download reports from Billing Service and make Nutshell and Overview entries
• Process and post financials by the 15th of each month
• Download and/or enter credit card charges
• Print checks mainly for patient refunds
• Download BCBS bill and Unum bills monthly and reconcile
• Process and pay Sales Taxes by the 20th
• Process semi-annual Sales Tax refund
• Receive and organize incoming vendor invoices and submit to Business Manager for approval
• Participate in meetings as needed with billing company regarding billing, collections, and reports
• Notify Executive Leaders of accounting errors
• Entering financial transactions into databases
• Auditing of databases to ensure accuracy
• Month end process completion and finance committee report preparation

Annual Reconciliations

• Calculate 401A amounts annually
• Provide input and assist in creating budget annually
• Calculate bonuses annually
• Prepare annual Solicitation License
• Work with CPA for annual 990 & post the needed adjusting journal entries
• Process annual Property Tax form
• Report payroll info for annual Worker's Comp audit and annual health care renewal
• Contribute to a positive work environment by following through on tasks, taking initiative, working with the team, and identifying solutions

Business Office

• Analyze financial statements, organization’s investments, and audit summaries to oversee the organization’s financial and budgetary activities
• Make recommendations for improvement and identifies where the organization may be failing and succeeding in terms of revenue
• Identify cost-cutting measures and makes recommendations to Executive Leaders
• In collaboration with the ED, responsible for finding ways to cut costs and improve financial performance
• Identify and make recommendations for more efficient systems to cut back on expenditure
• In collaboration with ED negotiates contracts with suppliers and clients to determine the best deal for the organization in keeping with areas of responsibility. They manage sales and work out the best way to market the organization’s goods or services to new clients.
• Facilitate regular departmental staff meetings to support communications, deliver training, and ensure compliance with WBWC policies and financial processes.
• Provide feedback as needed and ongoing that recognizes, identifies, and supports when improvement is recommended and when excellence is achieved regarding productivity and teamwork.
• Provide board financial documents (profit and loss, balance sheet, cash flow, and other financial reports) 48 hours in advance of board meetings and as needed or requested
• Prepare monthly financials (profit and loss, balance sheet, cash flow, and other financial reports) to include KPI metrics and submit to Executive Leadership
• Oversee reconciliation of financial accounts
• Oversee the bookkeeping, accounts payable/accounts receivable, insurance billing and insurance policies
• Ensure code regulatory compliance of AABC, local, state, and federal governments
• Ensure compliance with collection policies and procedures
• Keep Executive Leadership informed of any issues that may have an effect on the organizations ability to achieve financial and strategic goals
• Responsible for assisting with financial audits and CABC accreditation

Qualifications

• One to three years of financial management experience in a healthcare environment, especially women’s health
• Associates degree in Accounting, Finance, Business, or related field preferred
• Proficient in use of QuickBooks and MS Office programs
• Familiarity with a wide range of financial transactions including Accounts Payable and Accounts Receivable

• Strong oral and written communication skills; ability to interact within all levels of the organization
• Excellent data entry skills
• Demonstrated ability to handle highly confidential, financial information with diplomacy and tact
• Great interpersonal and customer service skills
• Ability to adhere to schedules and deadlines
• Ability to multi-task, prioritize, work under pressure, and meet deadlines
• Ability to be flexible and meet unscheduled work requests
• Ability to manage multiple tasks and priorities while affording attention to detail, accuracy and organization
• Ability to communicate complex data clearly
• Ability to self-motivate, work independently and function well as a team member

Working Conditions

• Standing and walking for prolonged periods of time. Physical demands include periods of sitting, some bending, stooping, and stretching. Use of the telephone, computer and other related instruments or devices while communicating with staff. Ability to lift up to 15 pounds.

Benefits

• Medical
• Dental
• Vision
• 403B and 401A
• Long term disability
• Life insurance
• Employee Assistance Program
• Prorated vacation
• CEU Credits