Position Description

Title: Finance Manager Reports to: Administrative Operations Director

Primary Location: Main Office FSLA Class: Exempt

Supervises: Billing Supervisor, Finance Assistant Effective Date: 9/2023

Bookkeeper

Position Summary:
The Finance Manager is responsible for performing daily accounting tasks while managing and overseeing
the financial activities of the organization under the direction of the Administrative Operations Director.
Administratively responsible for safeguarding the organization’s assets and for ensuring that the financial
management provides the resources necessary to meet established goals and objectives. The Finance
Manager makes recommendations, plans, and oversees all fiscal activities of the organization. This
includes participating in the development, interpretation, and administration of the organization’s policies
on finance, accounting, billing, insurance, internal controls, and auditing system. Responsible for
coordinating with the Administrative Operations Director and CEO to establish financial goals, objectives,
and budget.
Qualifications:
1. Education: Bachelor’s degree in finance, accounting, or related field required.
2. Experience: Minimum of 6 years of finance/accounting experience preferred. Experience in accounts

payable processing in a healthcare environment preferred. Working knowledge of hospice policies,
regulations, and billing/reimbursement systems preferred. Must possess strong business acumen,
ability to think and make decisions strategically, build relationships with ease, and model excellent
leadership. Experience in budget preparation, accounting principles and procedures; project
management; and personnel management required. Excellent interpersonal skills with proven ability
to build relationships both internally and externally. Must demonstrate outstanding skills in verbal and
written communication. Ability to comprehend and apply advanced financial and budgetary concepts.
Proficiency with Microsoft Office required.

3. License/Certification: CPA certification preferred. Licensed driver, with an automobile that is insured
in accordance with state and/or agency requirements and is in good working order.

Essential Duties & Responsibilities:
1. Provides leadership and supervision to the finance team.
2. Oversee, monitor, and maintain all financial and accounting systems.
3. Oversee and perform tasks required in the accounts payable and cash receipt process.
4. Prepares accurate and timely financial statements.
5. Coordinates and prepares the monthly close, maintains depreciation schedule, monitors cash

balances, performs monthly bank reconciliations and monitors and documents use of restricted funds.
6. Approves financial assistance applications.
7. Assists in the preparation of the annual operating and capital budget.
8. Assess organizational performance against the annual budget, industry benchmarks and trends and

the agency’s long-term strategy and makes and carries out actionable recommendations on
variances.

9. Reconciles EMR (revenue, payments) with Billing Supervisor.
10. Coordinates the annual independent financial audit. Prepares year-end schedules, submits the

annual tax return, files the Medicare cost and cap reports, and other required regulatory submissions.
11. Reviews and approves the cap report with the Finance Assistant.
12. Participates in the completion of the agency’s Annual Report.

13. Ensures compliance with tax filing requirements and any other statements and reports required by
federal, state or accreditation regulations.

14. Records the activity of the organization's investment portfolio in conjunction with external investment
manager and finance/investment committee.

15. Develops and presents Financial Policy recommendations to the Administrative Operations Director.
16. Responsible for billing and financial management compliance and signs payor claims for submission.
17. Approves accounts receivable write-offs, within policy parameters.
18. Establishes, maintains, and assesses community banking relationships.
19. Performs other duties as assigned.
Other Job Functions:
The following is a list of responsibilities of this position but is not intended to cover other related duties
that this position may be required to perform from time to time.

1. Adhere to all HSM, state and federal policies and procedures, laws and regulations that are relevant
to job responsibilities.

2. Reports incidents according to agency policy.
3. Follows disciplinary procedures when employees deviate from policies and procedures.
4. Maintains confidentiality of business and health information in accordance with HIPAA and state

regulations, and HSM policies.

5. Participates in quality improvement, strategic planning, staff recruitment and retention, marketing,
development, and corporate compliance activities, as applicable.

6. Participates in professional and self-development by attending continuing education programs/in-
services.

7. Illustrates being a team player by being available to perform other special tasks as assigned to assist
with the mission of HSM.

8. Supports good relations with all internal and external customers by interacting in a kind, respectful,
and professional manner; carries out duties and responsibilities of position in a manner that
exemplifies excellent customer service.

9. Acts in a manner consistent with the Code of Conduct outlined in the Agency’s Corporate Compliance
Program.

Required Skills, Abilities & Knowledge:
1. Demonstrated ability in fiscal and business management, preferably in a health care setting.
2. Experience in budget preparation, accounting principles and procedures, and systems development

and administration.
3. Demonstrated leadership skills to facilitate appropriate direction and supervision to staff.
4. Effective time management and organizational skills to manage multiple tasks.
5. Knowledge of hospice services and regulations, and health care reimbursement systems.
6. Excellent interpersonal oral and written communication skills; ability to communicate with a variety of

people; active listening skills.
7. Experience in personnel management.
8. Demonstrated understanding of, and ability to use, various computer software applications.
9. Ability to maintain absolute confidentiality.
Physical Requirements:
The physical requirements described are representative of those that must be met to successfully perform
the essential responsibilities of this position. Reasonable accommodations may be made.

Occasional Frequent Continuous
(25%) (50%) (75%)

Lift or transfer

Up to 10 lbs. X

11-20 lbs. X

21-35 lbs. X

Carry X

Push or pull X

Climb X

Occasional Frequent Continuous
(25%) (50%) (75%)

Reach X

Stoop or bend X

Crouch X

Kneel X

Handle or feel X

Talk X

Hear X

See X

Sit, walk, stand X

Distinguish smell/temperature X

Exposure to blood borne pathogens and infectious disease X

Exposure to hazardous materials X

Repetitive Motion X

** The Administrative Operations Director may assign or reassign duties and responsibilities to
this position at any time **
This job description is not designed to cover or contain a comprehensive listing of activities,
duties or responsibilities that are required of the employee or for this job. Duties, responsibilities,
and activities may change at any time with or without notice.