Chief Financial Officer

MISSION STATEMENT:

Swanson Center's compassionate staff is dedicated to improving lives by providing comprehensive, expert mental health and addiction services.

OSHA CATEGORY :

This position must comply with all OSHA requirements for a “community mental health center” and/or similar industry, which includes the requirement COVID vaccination and masks. The position also performs tasks that involve no exposure to blood, body fluids, or tissues, but employment may require responding to unplanned health emergencies.

SUMMARY : The Chief Financial Officer is responsible for the overall accounting and accounts receivable functions of the Center while performing the primary role in financial analysis and planning.

QUALIFICATIONS/DEGREE : Bachelor's degree in accounting and Master’s in Business Administration required, with a minimum of five (5) years of financial management experience. Experience in mental health and/or health care setting is strongly preferred.

COMPETENCIES :

1. Able to critique and correct subordinate documentation and activities
2. Can lead and direct a meeting
3. Reports all sentinel events and ethical violations
4. Able to document training, employee actions, and program activity
5. Does not retaliate against subordinates who exercise rights
6. Can analyze data and draw relevant conclusions

SUPERVISES : All accounting and accounts receivable positions

SUPERVISED BY : Chief Executive Officer

RESPONSIBILITIES :

1. Responsible for all accounting, accounts receivable, and financial functions of the Center. Ensures that the organization is operating in accordance to generally accepted accounting principles and any local, state, federal, or contractual guidelines.
2. Manages and accesses all cash accounts, oversees revenue collections, and accounts receivable, and maintains responsibility for the overall financial needs of the Center.
3. Acts as main contact and point person for all financial audits.
4. Serves as an ex officio member of the Swanson Center Board of Directors. Meets with Full Board and the Executive Committee of the Board on all financial matters to present financial statements and financial needs of the Center.
5. Coordinates with executive/senior management to discuss and make decisions on Center matters.
6. In conjunction with departmental managers, develops annual operational and capital budgets. Reports progress toward financial goals to the Board of Directors and Executive Management Team monthly.
7. Books monthly revenue from our EMR system.
8. Analyzes service revenue discounts, write-offs, and patient AR balances and develops monthly accrual entry for AR allowance accounts.
9. Performs reconciliation of AR from the EMR to the General Ledger.
10. Prepares journal entries for trial balance monthly.
11. Maintains grant files (billings, receipts, and increases/decreases).
12. Supervises the reconciliation of all bank statements.
13. Supervises purchasing accounts and Accounts Payable preparation and disbursement.
14. Supervises daily cash deposits and record transfers upon notification.
15. Supervises progress on all capital projects.
16. Maintains integrity of checking and payroll accounts.
17. Prepares Annual Non-Profit Tax returns (990’s) for all sites or supervises task.
18. Prepares Annual Entity (E-1) Report for State of Indiana.
19. Reviews payroll information and prepares journal entries to record payroll activity. Prepares end-of-period payroll accrual entries for review.
20. Supervises, administers, and maintains Residential Services’ billings and records. This includes HUD billing for Shorewood Place residents.
21. Supervises or maintains pre-paid insurance schedule.
22. Monitors and supervises clients’ Collective Checking accounts.
23. Coordinates all affiliate (Property Holding Corporation, Swanson Center Foundation for Behavioral Health) accounting records and financial statement preparations.
24. Coordinates preparation of HUD certification forms.
25. Serves on internal and external committees as directed by the Chief Executive Officer.
26. Performs other duties or responsibilities that may be assigned by the Chief Executive Officer.

QUALIFICATION REQUIREMENTS :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this description are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: $100,800.00 - $142,200.00 per year

Benefits:

• 403(b)
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Do you have experience in a Healthcare or Fee for Service environment?

Education:

• Master's (Required)

License/Certification:

• CPA (Preferred)

Work Location: In person