Physician Financial Services Consultant III

Physician Financial Services Consultant III

This position is in TPMG Physician Services group which administers the physician employee loan and stock programs and ensures accurate recording of transactions in accordance with US GAAP. Under general guidance, the role maintains loan program subsidiary ledgers, prepares month end close journals and account reconciliations, analyzes account transactions, resolves reconciling items, and prepares periodic reporting for Senior Leadership. The role includes elements of accounting, customer service, financial reporting and analysis, and systems. Because there are significant tax consequences of the stock and loan programs, candidates should have the ability to understand and apply the applicable rules to specific situations. The role partners with team members to troubleshoot and resolve system issues and perform UAT when needed. This group interacts with TPMG physicians, senior management, and other internal stakeholders therefore effective communication, coordination, and collaboration are essential for success in this role.

This individual contributor is primarily responsible for supporting the loan and stock program administration, supporting financial transactions and analyses, internal and external reporting, and internal and external audits while ensuring compliance with policies and procedures.

This position reports to the Sr. Manager, Accounting - Physician Services.

Job Summary

This individual contributor position is responsible for providing exceptional customer support directly to physicians while supporting financial transactions and executing complex program activities. This includes providing the highest quality, one-touch, full-cycle customer service; communicating program terms to physicians, management, and vendors; preparing records and reconciliations; reviewing operational statistics; and responding to ad hoc request for analyses to inform data-driven decision-making.

This position is also responsible for participating in the review of program effectiveness and in finance system design, testing, implementation, enhancement, and continuous improvement. This includes assisting in the development of and maintaining compliance with policies and procedures to meet operational needs for new and existing initiatives.

Essential Responsibilities

• Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies, and applying data and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate.
• Supports financial transactions by preparing records and reconciliations leading to a complete set of accurate financial statements (e.g. operational reporting, journal entries, estimates) in accordance with GAAP and company policies; and maintaining documentation.
• Supports financial analyses by reviewing operational statistics; responding to ad hoc request for analysis; understanding and applying data gathering methods; and ensuring analysis and work deliverables are accurate, complete, and results are logical and relevant to the topic addressed.
• Provides exceptional customer support directly to physicians by ensuring the highest quality, one-touch, full-cycle customer service; understanding and anticipating client needs; minimizing follow-up; and maximizing customer satisfaction.
• Communicates program terms to stakeholders, including physicians, management, and vendors, by clearly and courteously presenting information in verbal and written form. Explains financial and program concepts to physicians.
• Administers program(s) by executing complex program processes leading to a complete set of accurate program documents in accordance with company policies and procedures while maintaining support documentation.
• Supports the review of program effectiveness and new initiatives by preparing complex program resources and documentation to facilitate management analysis and review.
• Participates in finance system design, testing, implementations, enhancements, and continuous improvements by understanding flow of transactions through source systems; validating ongoing configuration decisions; reviewing systems in area of expertise to recommend systems upgrades for enhanced reporting and data-driven decision making.
• Assists in the development and maintains compliance with policies and procedures to meet operational needs for new and existing initiatives.

Minimum Qualifications

• Bachelors degree from an accredited college or university and Minimum three (3) years experience in business, finance, human resources, or a directly related field. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Additional Requirements

• Three (3) years experience working with Excel.
• Two (2) years experience in loan operations or processing, requiring direct client or customer service delivery.
• One (1) year experience in process improvement.
• One (1) year experience developing and delivering executive communications.
• Two (2) years accounting experience.