COMPANY SUMMARY:

At OnePeak Medical, our team is united by a common goal: to provide a unique wellness experience that redefines primary care through innovative, integrated health services aimed at promoting optimal health and well-being. As a caregiver-centric company, we support our frontline staff with the best resources available, fostering a mission-driven environment dedicated to growth and innovation. OnePeak Medical is a multi-site provider of primary care, functional medicine, and related services primarily via in-person settings. The company has a differentiated patient experience and unique provider model that utilizes nurse practitioners. The company’s patient care and business model is very well aligned to current trends in the healthcare industry focused on measuring patient outcomes, improving access to primary care, and focusing on patient’s holistic wellness. Currently, there are 14 OnePeak Medical clinics throughout the state of Oregon. The organization has undergone a period of rapid growth and the management team is working on further professionalizing the business in order to support more expansion over the next several years.

JOB SUMMARY:

We are looking for a strong VP of Finance to lead day-to-day management of the Finance, Accounting, and related functions for OnePeak Medical. This person will report directly to the CEO and will interface closely with our private equity owner as well. Key responsibilities will include monthly close, managing internal and external accounting and tax resources, working closely with our revenue cycle team, budgeting, cash flow forecasting and other FP&A items, managing financial covenants, and supporting our operations team with data and analysis.

This is an excellent fit for a high energy and ambitious candidate who is looking to join a fast-growing company where they will have the opportunity to grow within the organization.

RESPONSIBILITIES AND DUTIES:

• Oversee all functions of the accounting department, manage the accuracy and productivity of day-to-day activities of the accounting staff by analyzing, summarizing, and directing accounting and financial reports, processes and procedures.
• Develop our annual budget and other financial forecasts.
• Deliver monthly financial close.
• Work closely with the Revenue Cycle Management department on monthly close process and revenue recognition procedures.
• Develop, process, present and provide understanding of monthly financial statements, budgets and analytics for CEO, board reporting, department leaders and practice managers.
• Monitor cash and maintain cash forecast.
• Produce monthly financial reporting package for board, investors and lender.
• Lead annual financial audit and tax filings in a timely and accurate manner.
• Manage and forecast financial covenants and interface with our lender.
• Process and manage payables.
• Develop and maintain dashboard and other analytics to measure financial performance and support business leaders.
• Other finance, accounting and related duties as necessary.

QUALIFICATIONS:

• 5 years of proven Controller, Director of Finance or VP of Finance experience within a healthcare setting, Required
• BA in Accounting, Finance or relevant field - Required
• CPA, Preferred but not required

REQUIREMENTS:

• Must reside in Southern Oregon, be willing to relocate to Medford, Oregon or have the ability to stay for extended periods of time with a regular and predictable schedule to be determined by company.
• Must possess a clear and confident understanding of accrual-based accounting procedures and revenue cycle management.
• Strong experience with GAAP accounting procedures.
• Strong analytical skills, including reading, understanding, analyzing and interpreting financial data and operational metrics.
• Expertise with Excel and working inside ERP systems.
• Self-motivated and able to work independently with strong analytical and problem-solving skills
• Superior emotional intelligence competencies in areas of self-awareness, self-management, social awareness, and relationship management.
• Solid time management and organizational skills with an ability to multi-task in a fast-paced environment while maintaining an attention to detail.
• Highest level of integrity.

ABOUT OUR BENEFITS:

• Medical, Dental, Vision, and Life Insurance
• Voluntary Critical Illness, Accident, and LTD Plans
• Flexible Spending Account (FSA) and Dependent Care Assistance Program (DCAP)
• 401(k)Retirement Plan with Company Match
• Peak Bucks
• Employee, Friends, and Family Discounts
• Paid Time Off and Paid Holidays
• Paid Parental Leave

THE ONEPEAK WAY | Grow Gracefully through changing lives rather than simply seeing patients

MISSION | To provide our patients a unique wellness experience that redefines primary care through innovative, integrated health practices and services geared towards optimal health and well-being

VISION | A healthcare system which believes in, accepts, and values all evidence-informed practices and identifies the relationships between health, mind, body, and spirit

VALUES | TRIBE

TEAMWORK. Collaborating to create a meaningful OnePeak experience

RESPECT. Listening without judgment and communicating with positive intent

INFORMED. Communicating, educating, and owning essential information

BALANCE. Celebrating an environment that is diverse, inclusive, and encourages a healthy mind, body & spirit

EXCELLENCE. Boldly expecting the best and being empowered to deliver