Physician Financial Services Consultant III

Overview

Physician Financial Services Consultant III role at Kaiser Permanente

This position is in TPMG Physician Services group which administers the physician employee loan and stock programs and ensures accurate recording of transactions in accordance with US GAAP. Under general guidance, the role maintains loan program subsidiary ledgers, prepares month end close journals and account reconciliations, analyzes account transactions, resolves reconciling items, and prepares periodic reporting for Senior Leadership. The role includes elements of accounting, customer service, financial reporting and analysis, and systems.

Because there are significant tax consequences of the stock and loan programs, candidates should have the ability to understand and apply the applicable rules to specific situations. The role partners with team members to troubleshoot and resolve system issues and perform UAT when needed. This group interacts with TPMG physicians, senior management, and other internal stakeholders therefore effective communication, coordination, and collaboration are essential for success in this role.

• Supports financial transactions by preparing records and reconciliations leading to a complete set of accurate financial statements in accordance with GAAP and company policies.
• Supports financial analyses by reviewing operational statistics, responding to ad hoc requests for analysis, and ensuring analysis and work deliverables are accurate, complete, and logical.
• Provides exceptional customer support directly to physicians by ensuring the highest quality, one-touch, full-cycle customer service; understanding and anticipating client needs; minimizing follow-up; and maximizing customer satisfaction.
• Communicates program terms to stakeholders, including physicians, management, and vendors, by clearly and courteously presenting information in verbal and written form and explaining financial and program concepts to physicians.
• Administers program(s) by executing complex program processes leading to a complete set of accurate program documents in accordance with company policies and procedures while maintaining support documentation.
• Participates in finance system design, testing, implementation, enhancements, and continuous improvements by understanding flow of transactions through source systems; validating ongoing configuration decisions; reviewing systems in area of expertise to recommend systems upgrades for enhanced reporting and data-driven decision making.
• Assists in the development and maintains compliance with policies and procedures to meet operational needs for new and existing initiatives.

• Bachelor’s degree from an accredited college or university and minimum three (3) years experience in business, finance, human resources, or a directly related field. Additional equivalent work experience may be substituted for the degree requirement.
• Three (3) years experience working with Excel.
• Two (2) years experience in loan operations or processing, requiring direct client or customer service delivery.
• One (1) year experience in process improvement.
• One (1) year experience developing and delivering executive communications.
• Two (2) years accounting experience.

Reports to the Sr. Manager, Accounting - Physician Services.

Pleasanton, CA $70,000.00-$