Sun Life Family Health Center

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Chief Financial Officer - Casa Grande, Arizona

at Sun Life Family Health Center

Posted: 3/19/2019
Job Reference #: 22876

Job Description



Participates with the executive suite in establishing strategic goals for Sun Life Family Health Center, Inc. (hereafter SLFHC). Demonstrated ability to lead organizations in achieving strategic goals. Responsible for directing the financial functions (including, but not limited to, budgeting, financial reporting, purchasing, cash handling, credit, audit, tax) of Sun Life Family Health Center, Inc. (hereafter SLFHC) in accordance with Generally Accepted Accounting Principles (GAAP) issued by the Financial Accounting Board and other regulatory and advisory organizations and in accordance with financial management practices appropriate within the health care environment.



1. Ensure that the key financial performance indicators are in place to achieve SLFHCs financial performance goals which are aligned with the strategic plan;

2. Provide supervision to, and assume responsibility for, the entire Finance organization (including, but not limited to, the Accounting, Payroll and Billing Departments);

3. Explore new revenue opportunities and provide recommendations on potential returns and avenues to mitigate risks;

4. Utilize forward-looking models and activity-based analyses to provide financial insight into SLFHCs strategic plans and operating budgets;

5. Comply with Federal, State and Local legal requirements by studying existing and new legislation; anticipating future legislation, enforcing adherence to requirements, filing financial reports and advising management on needed requirements;

6. Prepare and/or provide oversight of SLFHC annual budget preparation by establishing schedules, collecting, analyzing and consolidating financial data and making recommendations. Such budgets will include, but are not limited to, the Federal Grant budget as well as other grant budgets and the Annual Operating budget. Provide the final budget for CEO and Director of Operations review and approval prior to presentation of the budget to the leadership team and the Governing Board for their review;

7. In conjunction with the c-suite, define and recommend both short-term and long-term business objectives with emphasis on Finance. Develop specific short-term and strategic long-term plans and programs and present along with supporting budget requests and financial estimates;

8. Manage cash flow by anticipating and projecting cash flow needs; approves draw downs of federal funds as necessary; Manage organizational borrowings and debt service in alignment with strategic goals;

9. Represent SLFHC with bankers and other credit agencies;

10. Review and approve adequate plans for the control of planned outputs, budget spending, labor efficiency, material efficiency and customer service;

11. Schedule expenditures, analyze variances and recommend/initiate corrective actions to achieve or amend budget objectives in a prudent manner;

12. Utilize Universal Data Set (UDS) and Medicare Cost Report to improve management decision making and financial results. Monitor UDS trends on a monthly basis and discuss the results and/or exceptions with the Management team;

13. Present accurate and timely monthly financial reports to the Management Team, Finance Committee and Board of Directors. Investigate, analyze, and address any concerns;

14. Along with the CEO and COO, leads strategic planning and implementation;

15. Evaluate the Finance organization and make recommendations as to automating (or eliminating) processes and increasing work efficiency. Maintain a focus in Continuous Improvement.

16. Responsible for financial functionality of Patient Management System design and performance. In addition, understands the impacts of an Electronic Health Record system as well as other systems to ensure that those related systems contribute to the overall billing and reporting objectives of SLFHC;


17. Establish, monitor, and enforce internal controls to protect SLFHCs assets;

18. Prepare all UDS and Medicaid cost reports. Prepares other reports, analyses, or special projects as directed;

19. Reconcile encounter reports with Medicaid managed care records and Medicaid prospective payment records in order to ensure that SLFHCs cost basis is recovered and any surplus payments are reserved for repayment;

20. Leads contract negotiations with managed and non-managed care organizations;

21. Contribute to staff results by planning, coaching and counseling and by monitoring results;

22. Prepare financial statements and arrange for the annual audit thereof;

23. Complete operational requirements by delegating authority, scheduling and assigning employees and following up on work results;

24. Maintain a cooperative relationship among SLFHC departments by communicating information, responding to requests and participating in problem-solving methods;

25. Promote excellence in internal and external customer service by maintaining consistent, timely communication regarding all facets of departmental activities with his/her co-workers at all levels of SLFHC;


26. Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications and participating in professional organizations;

27. Ensure that staff performance is review on an ongoing basis;

28. Participate in in-service/education regarding Quality Improvement;

29. Perform all other related duties as assigned or requested;

30. Be an ADVOCATE. Advocate for SLFHCs and the CHC goals and objectives within the community.

31. Provide ongoing and level-appropriate training for SLFHC Finance staff;


  • Knowledge of billing practices and requirements for Medicaid (AHCCCS) and other NACHC medical or social service programs;
  • Knowledge of database and accounting computer application systems;
  • Strong interpersonal, listening and negotiating skills required;
  • Excellent verbal and written communication skills. Able to communicate in a clear and concise manner;
  • Excellent analytical and organizational skills;
  • Excellent Supervisory skills and interpersonal relation ability.


  • Bachelors Degree in Accounting required;
  • Masters Degree in the field Finance preferred;
  • C.P.A. or C.M.A. designation preferred;
  • Minimum of ten years of financial management and executive level experience in a similar for-profit or non-profit organization with increasing responsibilities for multi-faceted direction and planning;
  • Five years proven skills demonstrating effective supervision of finance staff positions;
  • Experience in partnering with IT staff to manage and/or upgrade accounting and medical billing information systems. Systems implementation experience preferred;
  • Demonstrated leadership skills as well as the ability to gain trust in the executive suite through solid business acumen.



[x] High School Diploma or GED

[x] Degree: Bachelors Degree Required

[x] Masters Degree in Accounting and/or Finance preferred



[x ] License: CPA

[x ] 10 years experience in [x] addition to cert/degree;

[ ] in lieu of cert/degree


[ ] Bilingual (English-Spanish) Preferred

[x] Computer literate

[ ] Typing

[x] Filing procedures

[x] Money handling

[x] Calculator, office machines, etc.

Physical demands

[ ] Balancing [x] Carrying [ ] Climbing

[ ] Crawling [ ] Crouching [ ] Feeling

[x] Fingering [x] Grasping [ ] Kneeling

[x] Lifting 15 lbs. [ ] Pulling [x] Hearing (communicate)

[x] Talking (communicate) [x] Sitting [ ] Standing (mobility)

[x] Walking (mobility) [ ] Vision: far [x] Vision: near

[ ] Vision: color [ ] Vision: depth [x] Vision: (w/assistance)


[x] Airborne particles [ ] Muscular strain

[ ] Chemicals [ ] Caustics

[x] Electrical current [ ] Fumes

[x] Noise [x] Odors

[ ] Sharps [ ] Body fluids

The above statement reflects the general duties considered necessary to perform the principal functions of the job as identified, and shall not be considered as a detailed description of all work requirements that may be inherent in the job.

Application Instructions

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