Sr. Consultant, Financial Services

Coordinated Care Services, Inc. (CCSI)•City of Rochester, NY

10h•Hybrid

About The Position

Consulting – Financial Management Services Rochester, NY – Hybrid Full-Time Exempt: 40 hours Put the CARE in your CAREER! At CCSI, our mission is to activate possibilities for our customers and employees through collaboration, compassion, equity, and imagination. For more than 30 years, CCSI has been a leading non-profit partner to local governments, schools, and community-based organizations, helping them improve their business processes so they can focus on their missions. If you’re looking for a career with purpose that creates lasting change in the community, we encourage you to apply. We are seeking a talented Sr. Consultant, Financial Services to join our team of nearly 500 employees. The Sr. Consultant for Financial Management Services supports CCSI’s work with internal and external customers to define their fiscal needs and create actionable deliverables that help them to understand and manage their health and human service program fiscal operations, improve service quality, and create operating efficiency. The individual in this position manages multiple projects and provides excellent customer service in the role as Project Lead or as support to the Project Lead, ensuring customer deliverables are met on time and within budget.

Requirements

Bachelor’s degree in accounting or finance and 5+ years’ work experience or equivalent education and work experience (see CCSI's equivalency chart)
Knowledge and 4+ years’ experience with the NYS Consolidated Fiscal Reporting System (CFRS), including knowledge of federal and state reporting requirements for NYS OMH, OASAS, and OPWDD agencies.
Knowledge and minimally 3 years' experience with nonprofit accounting.
Participate as a member of the team in valuing individual differences and supporting one another’s opportunity to achieve their greatest potential.
Be culturally responsive to the population being served in the development, design, monitoring, evaluation and/or implementation of programs and services.
Respect the confidential nature of all CCSI and CCSI customer information you are exposed to in the course of your work performance. Staff working directly with protected health information /electronically stored protected health information, personally identifiable information, and other patient/consumer/customer data, will abide by the specific procedures and policies outlined by CCSI’s Code of Conduct and CCSI’s Privacy and Security Policies, New York State regulations and Federal regulations.

Responsibilities

Supervise additional team member(s) overseeing customer contracts and scope of services. Provide daily work direction and coaching to junior staff.
Serve as Project Lead and/or Customer Relationship Manager for projects. Lead and coordinate complex components of large projects or series of small projects.
Provide Customers with senior-level financial knowledge and skills to support both strategic and operational projects.
Work with customers to identify needs, efficiencies, improve processes, develop, and implement project deliverables.
Coordinate customer contracting processes including scopes of services, budgets, and processing with customer staff.
Monitor performance against budgets for ongoing projects.
Make significant contributions to proposal development and other business development efforts aimed at expanding services to current and new customers.
Manage County Customers grant and state aid information, maintaining appropriate supporting documentation and history. Ensure provider funding allocations are accurate and in compliance with behavioral health funding and program requirements.
Assist customers with the accounting practice of managing revenues & expenses as it related to the behavioral health program reporting.
Monitor and evaluate programs for compliance with federal, state, and local reporting requirements for various state disabilities and funding streams. (OMH, OASAS and OPWDD (O Agency))
Prepare of all NYS O Agency’s and grant financial deliverables on behalf of the Customer. This includes activities related to information collection, presentation of, data entry, and submission.
Desk audit provider budget, quarterly and annual fiscal reports.
Support development and presents state fiscal report (CFR) training for Providers and Customers, as necessary.
Support customers in budget preparation, funding management, and reporting needs as needed and appropriate.
Prepare, maintain, and reconcile state and county payment advances. Assist with contract reconciliation for customer County, Providers and/or Contractors.
Assist with preparing audit documentation and payment schedules for delineating appropriate provider payment amounts, as necessary.
Prepare and maintain state aid funding and claiming schedules. Perform reconciliation of State Aid funding letters, Provider funding schedules, and Provider fiscal reports. Maintain system for monitoring and tracking of provider financial deliverables and Customer deliverables to NYS.
Provide data analyses support, including data entry and report writing, utilizing various data sources and tools.
Work with CCSI’s Contract Management Department towards continual improvement of contract management and general finance operations. This may include participating in meetings internally and/or with Customer staff, as needed, to discuss systemic and/or program issues or assisting Finance Department with invoicing analysis.
Provide accounting support for customers as needed.
Perform other duties as assigned.