Director of Accounting & Financial Reporting - The Permanente Medical Group, Inc. (TPMG)

Kaiser Permanente•Pleasanton, CA

About The Position

The Director of Accounting & Financial Reporting - The Permanente Medical Group, Inc. (TPMG) reports to the Corporate Controller and leads a team of 12 professional staff with primary responsibility for the monthly general ledger close and financial reporting cycle, and the annual external audit. The Director is the subject matter expert on the coordinated close with TPMG and KFHP Finance partners, OneLink General Ledger and integration with key source systems, and specialized accounting rules and policies for complex accounting transactions. This role is also critical to the service arrangements with KFHP organizations processing financial transactions for TPMG or providing key inputs for financial results. The position will engage with mid to senior level management and executives, including TPMG-s Executive CFO and members of TPMG-s Board of Directors.

Requirements

Minimum four (4) years supervisory experience
Bachelors degree in Accounting, Business, or related field AND Minimum ten (10) years accounting or related business experience.
Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Nice To Haves

Three (3) years of work experience in a role requiring interaction with executive leadership (e.g., Vice President level and above).
Two (2) years experience managing operational or project budgets/costs.

Responsibilities

Demonstrates continuous learning and maintains a highly skilled and engaged workforce by aligning resource plans with business objectives; overseeing the recruitment, selection, and development of talent; motivating teams; preparing individuals for growth opportunities and advancement; staying current with industry trends, benchmarks, and best practices; providing guidance when difficult decisions need to be made; and ensuring performance management guidelines and expectations drive business needs.
Oversees the operation of multiple units and/or departments by identifying customer and operational needs; analyzing resources, costs, and forecasts and incorporating them into business plans; gaining cross-functional support for business plans and priorities; translating business strategy into actionable business requirements; obtaining and distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; and ensuring products and/or services meet customer requirements and expectations while aligning with organizational strategies.
Supports financial transactions by reviewing and approving complex accounting activities; making decisions based on research; providing guidance to others on technical issues; and communicating and resolving complex issues.
Coordinates external reporting of Company financial information by reviewing and distributing reports and analyses for statutory reporting to external agencies (e.g. IRS, Census Bureau, NAIC, FTC); designing and implementing new reports; gaining buy-in from stakeholders; maintaining relationships and working with external parties to resolve issues; and ensuring reporting requirements are met.
Supports financial analyses by reviewing operational statistics to explain financial results, inform decision-making and take action to pursue efficiencies and quality financial outcomes; ensuring ad hoc request for analysis are completed; directing the establishment of data gathering methods; and providing expertise in data origination.
Communicates financial results by developing, reviewing and presenting conclusions about areas of accountability to senior level management in verbal and written form; documenting positions and processes in support of process improvement, knowledge retention, and audit requirements; and provides expert consulting services to individuals without finance training.
Leads finance system design, implementations, enhancements, and continuous improvements by reviewing flow of transactions through source systems; monitoring configuration decisions; and ensuring new systems, upgrades, and other system maintenance activities do not impact operations, financial statements, or leadership decision making.
Monitors Company financial information by completing, reviewing, and interpreting standard and/or ad hoc reports (e.g., balance sheets, income statements, volume reporting, trade spending reports); evaluating validity of assets, liabilities, revenues, and operating expenses in conformity with GAAP and Company accounting policies; making recommendations and executing decisions; and communicating financial reporting to stakeholders and senior leadership.
Meets requirements of policies and procedures to remain compliant (e.g. Sarbanes-Oxley, KP-NCO, POR) and ensures staff is compliant.
Supports internal and external audits by managing relationship with auditors; including additional stakeholders (e.g. legal) when issues arise; resolving issues; communicating with senior leadership; and implementing findings if applicable.