More jobs:
Senior Associate - Strategy & Operations, Finance Transformation; Healthcare
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-01
Listing for:
Elliott Davis, LLC
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Consultant
Job Description & How to Apply Below
Charlotte, NCtime type:
Full time posted on:
Posted Yesterday job requisition :
R851##
** WHO WE ARE
** Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Job Summary:
Elliott Davis is a leading provider of strategic finance and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market. Our team of experts partners with portfolio company leadership and investors to transform legacy finance functions into the storyteller and strategic driver for their businesses. We also partner with founder and family-owned businesses as they prepare for a capital this role, you will deliver expert accounting and financial support to buy-side clients, assisting in the enhancement of the finance function for acquired entities.
You will also offer sell-side accounting and finance advisory services to companies throughout the transaction process. On the buy-side, you will play a key role in post-close activities such as providing interim leadership support through the 100-day integration plan including items such as converting to accrual accounting, establishing the opening balance sheet, expediting month-end close, preparing reporting packages, building out FP&A, preparing for the first year audit, building out the internal team, and analyzing opportunities to better utilize technology throughout the finance function.
On the sell-side, you will help companies elevate their finance function to be more data-driven and tell the narrative of business performance as well as develop a strategic roadmap, then serve as an advisor throughout the sell-side or capital raise process.
Responsibilities:
· Provide timely, high quality client service that meets or exceeds client expectations
· Assist with multiple healthcare-focused finance transformation engagements and oversee work streams including accounting and month-end close, FP&A, and/or technology, often as part of interim finance leadership – both buy-side post close and sell-side preparation and diligence support.
· Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
· Assist with preparation of opening balance sheets and post-close purchase price adjustments
· Develop an understanding of the client's business and recognize key performance drivers, trends and developments and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
· Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution
· Ensure all deliverables are completed on time and meet the firm’s quality standards
Requirements:
· 4+ years of public accounting (Audit or TAS) and operational accounting (Senior Accountant, Senior Analyst, Manager) in the middle market healthcare industry
· Experience setting up and transforming the accounting function for a healthcare PE portfolio or other high-growth company – accrual conversion, month-end close optimization, monthly reporting packages, systems and data, etc.
· Experience recording Accounts Receivable and accrued revenue entries using various revenue models (e.g., waterfalls, ZBA, Change in AR, etc.)
· Experience with calculating physician compensation and gross margin by provider using various production models (e.g., RVU, % of production, etc.)
· Experience with EMRs such as Athena, Advanced
MD, EClinical
Works, Brightree,…
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×