Accounting And Reporting Supervisor

Job Title: Reporting and Accounting Supervisor

Job Type: Full Time

Location: Remote( Candidate must reside on Oregon, Washington, Utah, Idaho, Arizona, or Nevada.)

Candidates hired for remote positions must reside in Oregon, Washington, Utah, Idaho, Arizona, or Nevada.

Job Summary

This position is responsible for supervising accounting staff and reporting functions across multiple work groups and companies.Primary responsibilities include performing and overseeing daily operations of complex general ledger processes, analyses, and financial and regulatory reporting. This position is also responsible for managing daily client relations with external entities, regulators, and professional consultants.This position often performs work similar to team members being supervised.

This position’s area of focus and expertise consists of one of the following:

1. Reporting team operations – supervising preparation of recurring regulatory reporting (e.g., Exhibit L, NAIC, MMLR) and financial statement preparation as well as supervising monthly journal entries and reconciliation packages.Also includes supervising daily operations of financial reporting activities for those entities served under a management services agreement or administrative services agreement; or

1. Technical and special projects– working with internal (other departments) and external (e.g., regulatory agencies such as CMS, OHA or NAIC, external actuaries, outside accounting firms and/or consultants) parties to prepare and file various filings, reports and analysis and/or to fulfill their ad-hoc requests and examinations.Also includes research on emerging technical issues in the areas of GAAP, statutory basis of accounting, tax, and/or OHA/CMS guidance and instructions.

Essential Responsibilities

General Ledger Maintenance & Analysis

• Interact with accounts payable staff on AP and cash receipts activities, including reviewing and coding invoices.
• Oversee and prepare industry benchmark comparisons and analysis.
• Assist team in preparing general ledger entries and estimates, review journal entries.
• Supervise and prepare monthly account reconciliations and maintain appropriate GL support; analyze data to ensure accuracy; make or coordinate corrections as needed; serve as a resource for complex issues.
• May present complex general ledger transaction information or regulatory filings to executive management.
• Prepare complex trend and data analysis.

Reporting

• Apply knowledge of GAAP and applicable laws and regulations to ensure financial reporting and filings are prepared in accordance with the necessary guidance and requirements.
• Research and interpret new regulatory requirements.
• Present financial statements at Finance Committee and Board meetings with outside entities.
• Prepare and/or review annual tax filings including form 990, form 990T and CT-12
• Support and review year-end audit request and prepare audited financial statement.
• Maintain, create and review financial reports in reporting software.
• Assist with any other regulatory agency audits as needed to provide the information requested.
• Prepare external financial reporting, including regulatory filings, and review work of staff; respond to regulatory inquiries.
• Act as subject matter expert and provide oversight for financial statement preparation and regulatory reporting.
• Prepare monthly financial reporting packages, and review staff reporting packages.
• Develop and review reports for ad-hoc requests using excel or GL software; run reports.
• Review financial reports and statements as required by various regulatory agencies, including the Oregon Health Authority, the Oregon Insurance Division, CMS and the IRS.
• Research accounting guidance and prepare memos.

Internal & External Relations

• Serve as a valuable resource for finance and other staff.
• Participate in regularly scheduled and ad-hoc meetings/webcasts with/by internal and external business owners (CCOs, Medicare, Mental Health, NEMT etc.) and regulators to ensure accurate and complete financial reporting and knowledge sharing.
• Develop and maintain effective working relationships with internal departments, teams, and leaders and external entities.

Administration

• May participate in broader, functional discussions and initiatives across departments; develop internal and/or external partnerships that leverage resources and improve department responsiveness.
• Participate in 1:1, team, and department meetings; attend All Staff meetings.
• Draft, recommend and implement plans, policies, and procedures; participate in department goal setting

Employee Supervision

• Ensure team adheres to department and organizational standards, policies, and procedures.
• Identify work and staffing needs to meet work expectations; recruit and hire, using an equity, diversity, and inclusion lens.
• Evaluate employee performance and provide regular feedback to support success; recognize strong performance and address performance gaps and accountability (corrective action).
• Train, supervise, motivate, and coach employees; provide support toward employee development.
• Incorporate guidance from company equity tools into people leadership, planning, operations, evaluation, and decision making.
• Lead the development, communication, and oversight of team and individual goals; ensure goals, expectations, and standards are clearly understood by staff.
• Supervise team and recommend team direction and goals in alignment with the organizational mission, vision, and values.
• Perform supervisory tasks in collaboration with Human Resources as needed.
• Plan, organize, schedule, and monitor work; ensure employees have information and resources to meet job expectations.

Experience and/or Education

Required

• Minimum 1 year experience in a supervisory or lead positionor; lead roles should include regular assistance to a manager or supervisor in staff hiring, coaching, performance evaluation, and other supervisory tasks.
• Minimum 5 years’ experience as an Accountant

Preferred

• Experience in health insurance
• CPA license
• Bachelor’s degree in accounting, Finance, or related field
• Experience in public accounting or financial reporting (tax and/or regulatory)

Knowledge, Skills and Abilities Required

Knowledge

• Advanced understanding of internal controls and department policies and procedures; evaluate, recommend and implement new or changes to internal controls
• Mastery of three or more accounting functions; ability to supervise one or more processes among a team (e.g., IBNR, Medicare estimates, Risk Corridors, Financial Reporting, Regulatory Reporting, Tax Reporting, Audit, Reporting software)
• Advanced understanding of GAAP and applicable laws and regulations. Recommend and review appropriate accounting and reporting treatment for unusual or complex transactions

Travel:May include occasional required or optional travel outside of the workplace; the employee’s personal vehicle, local transit or other means of transportation may be used