Director, Budget & Planning
The Guthrie Clinic
– Sayre, PA

Summary
Under the direction of The Guthrie Clinic VP, Finance, this position is responsible for integrating the Financial Planning and Budget processes. This includes managing the planning, preparation and training of long range planning, annual budgets and forecast cycles.

Experience:
A minimum of two years of experience in the healthcare industry in the areas of financial reporting, budgeting and cost accounting with supervisory responsibilities. Working knowledge of healthcare operations, case-based budgeting and cost allocations. Familiarity with PeopleSoft/Oracle and EPIC is a plus and a strong working knowledge of Excel and Word is required. This position must have a thorough understanding of the financial planning and budgeting in a complex environment, including (but not limited to) financial and cost accounting systems; integrated service line, inter-entity and inter-departmental relationships; operational issues which have a financial impact and benchmarking tools.

Education:
Bachelor’s degree in Finance, Business or Accounting from an accredited four-year institution.

Essential Functions:

  1. Direct budget and planning system administration, preparation and data validation
  2. Lead training of long range planning, annual budgets and forecast cycle including prep of training materials, lead training classes, and support to end users with budget development advice
  3. Serve as liaison to financial operations managers and fiscal officers
  4. Manage the adjustment of long range planning, budgets and forecasts as directed by The Guthrie Clinic Senior Leadership Team to align with integrated system strategy/priorities
  5. Participate in strategic planning and on-going analysis of the achievement of financial goals and objectives by providing information and support to leadership through annual budget and forecast cycles.
  6. Maintain accountability for financial plan reporting and monitoring of fiscal activities; managing ongoing interactions with departmental and institutional leadership around operating expense management and related projects.
  7. Collaborate with the Director of Decision Support on the use of the decision support system tool related to budget and cost accounting; Collaborate with the Managed Care Team both on an annual and ongoing basis; Functions jointly with the Corporate Financial Controller, the Accounting and the Financial Operations team members
  8. Collaborates with Manager, Property Control to examine capital budget requests and issue recommendations to the Capital Committee.
  9. Recruiting and developing staff to support this function and identifying and implementing enhancements to advance the function.

Other Duties

  1. Coordinates the activities of the department with all other functions and acts as the department representative at all department manager or middle management meetings and attends administrative staff meetings.
  2. Designated to act in absence for Senior Financial Leadership and shares many of the above functions and responsibilities with the Senior Financial Leadership.
  3. Participates in committees and projects as assigned.
  4. Perform other duties as assigned.

Contacts
Internal:

  • Accounting/Finance department personnel
  • Operations department managers, personnel
  • Revenue Cycle department managers, personnel
  • Administrators
  • Executive Leaders

External:

  • Third Party consultants
  • Various outside agencies when required.

Equipment Used
Standard office equipment

Physical Demands
Normal sitting, standing, walking, lifting, and climbing

Mental Demands
Must possess high ethical standards with respect to discretion and regard for confidentiality and possess personality traits to develop interpersonal relationships. Must possess an abiding commitment to basic ethical and legal principles and an organizational problem-solving ability. Must have critical thinking skills and the ability to effectively communicate with leadership.

  • Through knowledge of planning and priority management techniques to meet commitments aligned with organizational goals
  • Working knowledge of and ability to develop and manage budgets to meet financial targets
  • Skilled at building partnerships and working collaboratively with others to meet shared objectives
  • Skilled at providing clear direction, delegating, and removing obstacles to get work done
  • Skilled at holding self and others accountable to personal and organizational goals and commitments
  • Skilled at securing and deploying resources to achieve the best possible outcomes
  • Skilled at effectively communicating information in a clear and understandable manner to a variety of audiences
  • Skilled at understanding, interpreting and applying policies, procedures, principles, concepts, work processes, laws, rules and reference materials pertinent to the duties of the position, and to communicate these effectively verbally and in writing.

Job Hazards
Little or no exposure (actual or potential) to health or accident hazards.

Working Conditions
Normal office environment.

Exposure Category
Category 2 – Tasks that involve no exposure to blood, body fluids, excretions, or secretions.

Quality Statement
A goal of this position is to ensure that all contacts and customers receive quality services. The staff must be willing to participate in the quality improvement process, including but not limited to:

  • Identifying areas in which the quality improvement process can be applied;
  • Collecting and organizing quality measurement data; and
  • Participating on Quality Teams.

Additional Explanatory Comments:

Must assist to develop and manage a systematic and integrated accounting and reporting system. Must be able to develop a sound and comprehensive documented internal control system. Must have excellent oral and written communications abilities to develop and supervise personnel. Must possess personality traits to effectively communicate with administration, department managers, auditors, etc.

Must possess technical and professional skills of accounting, the ability to develop financial and other operational systems to properly control activities, and must be familiar with data processing capabilities, reimbursement, cost accounting and budget procedures. Must possess analytical and problem-solving skills, Required to organize and prioritize workload and complete projects by established deadlines.

Interested candidates should apply to GuthrieCareers

Posted on: 08/01/18