Consultant Director of Accounting and Finance

Company Overview

Voted #1 EHR by PC Mag, WRS Health delivers a fully integrated cloud based EMR and practice management solutions to its clients. We bring solutions to physicians by providing constant enhancement of our products and services including EHR, practice management, marketing, patient coordination and billing.

Job Purpose and Role

We are seeking a highly skilled Director of Accounting and Finance to lead and manage the financial operations of our organization. This role is responsible for directing accounting functions, ensuring compliance with regulatory requirements, and delivering accurate, timely financial reporting. The ideal candidate will bring strong leadership, strategic thinking, and technical expertise to support our business growth and operational success.

Key Responsibilities

• Prepare and deliver timely and accurate financial statements, reports, and analyses to support business oversight and decision-making.
• Manage cash flow and ensure financial stability across operations, capital expenditures, benefit plans, and compliance obligations.
• Recommend and implement financial strategies, goals, and policies that align with the company’s strategic objectives.
• Ensure compliance with GAAP, legal, and regulatory reporting requirements, including submission of reports to relevant agencies.
• Lead, develop, and mentor the accounting and finance team, fostering a strong and forward-thinking team culture.

• Establish and propose accounting and financial strategies to the Leadership Team.
• Prepare recurring financial reports (e.g., P&L, cash flow) and analyze historical, current, and projected results.
• Direct the development and management of annual budgets and associated documentation.
• Leverage data visualization tools (e.g., Tableau, Quicksight, Power BI) to deliver actionable financial insights.
• Oversee payroll and compensation systems to ensure accurate and timely payments to employees and contractors.
• Manage insurance coverage to mitigate risks and ensure compliance.
• Collaborate with external tax accountants for tax filings, partner returns, and depreciation schedules.
• Advise leadership on tax regulations that may impact operations.
• Coordinate annual audits/reviews and maintain strong relationships with external auditors and financial institutions.
• Maintain relationships with banks and financial institutions to support financial needs.
   

Qualifications

• Master’s degree in Business Administration or related field.
• CPA certification and experience in the healthcare industry.is highly preferred

• Minimum of 5 years of progressively responsible experience in accounting and finance.
• Strong background in both general and cost accounting.
   

Technical Skills

General Ledger Accounting

• Maintain and manage the general ledger, including journal entries, reconciliations, and monthly close processes
• QuickBooks – Use for managing invoicing, AP/AR, payroll integration, and generating financial reports.
   

Business Intelligence & Data Visualization

• Amazon QuickSight – Develop interactive dashboards focused on financial and operational KPIs.
• Tableau / Power BI – Create clear visualizations for financial trends, forecasts, and performance metrics.
• Strong understanding of data modeling, dashboard design, and integrating data from multiple sources.

CRM & Financial Integration

• HubSpot or Salesforce – Familiarity with CRM platforms for aligning sales and financial reporting. Experience integrating CRM data with financial tools for visibility across teams.

Accounting Software

• Experience with standard accounting modules: Accounts Payable, Accounts Receivable, Payroll, and General Ledger.
• Familiarity with financial report writers to create GAAP-compliant and management-level reporting.

Communication & Analytical Skills

• Able to interpret and analyze financial journals, reports, and legal documents
• Strong presentation and writing skills for reporting to executive leadership and external stakeholders.
• Proficiency in advanced math and finance concepts: statistical inference, ratios, and financial modeling.
   

Job Type: Full-time

Location: Remote

Hours:  Available during standard US business hours (9am-5pm EST or 8:30am-4:30pm EST)

Benefits

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience.

This job description is intended to describe the general requirements for the position.  It is not a complete statement of duties, responsibilities or requirements.  Other duties not listed here may be assigned as necessary to ensure proper operations of the department.

WRS Health is an equal opportunity employer.