Associate Director of Financial Operations

Job Description

Job DescriptionPosition Summary

We are seeking an experienced and strategic Associate Director of Financial Operations to oversee financial planning, reporting, cash flow, distribution management, and overall corporate financial performance. This role is responsible for leading financial operations, ensuring accuracy and compliance, and providing data-driven insights to support organizational growth and executive decision-making across multiple entities.

The ideal candidate will bring strong financial acumen, operational leadership, and experience managing corporate performance in a multi-entity environment.

Key Responsibilities

• Lead day-to-day financial operations, including budgeting, forecasting, and variance analysis

• Prepare and analyze monthly, quarterly, and annual financial statements

• Oversee general ledger activities, journal entries, and account reconciliations

• Direct cash management activities, including cash flow forecasting, liquidity planning, and working capital optimization

• Manage distribution processes, ensuring accurate and timely distributions in accordance with company agreements and policies

• Oversee banking relationships, treasury activities, and account reconciliations

• Manage and monitor overall corporate financial performance, including profitability, margins, and operational efficiency across the organization

• Develop and track KPIs and performance metrics, providing regular reporting and insights to executive leadership

• Partner with executive leadership to support strategic initiatives and long-term financial planning

• Develop and maintain financial models to support business planning and operational decision-making

• Coordinate with external auditors, tax professionals, and financial partners

• Design, implement, and continuously improve financial processes, internal controls, and reporting procedures

• Support multi-entity and intercompany accounting, including cash movements, allocations, and eliminations

Leadership & Collaboration

• Collaborate closely with executive leadership and cross-functional teams

• Provide oversight, guidance, and mentorship to finance and accounting staff

• Serve as a key financial liaison between Advanced Management and PBACO, as needed

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field or commensurate experience

• 7+ years of progressive experience in finance or accounting, with demonstrated operational leadership

• Strong knowledge of GAAP, financial reporting, budgeting, forecasting, internal controls, and performance management

• Proven experience in cash management, distribution management, and treasury functions

• Experience in healthcare, MSO, or multi-entity environments preferred

• Advanced proficiency in Excel and financial reporting systems

• Experience with accounting and ERP platforms (e.g., NetSuite, QuickBooks, or similar)

• Strong analytical, organizational, and problem-solving skills

• Excellent communication skills with the ability to translate financial and performance data for non-financial stakeholders

Preferred Qualifications

• CPA or MBA

• Experience supporting sister companies or shared services or MSO models

• Knowledge of healthcare finance and reimbursement structures