Finance & Accounting Manager

Job Description

Salary: $110,000-$150,000

Job Title: Finance & Accounting Manager

Reports To: Executive Director

Position Summary

The Finance & Accounting Manager is a dual role position, leading the Funds accounting operations and financial management functions. This role is responsible for ensuring accurate financial reporting, regulatory compliance, and effective internal controls, while also providing hands-on financial analysis and insight to support forecasting, trend analysis, contribution rate setting, plan design strategy, and long-term Fund sustainability. The Director of Finance & Accounting works closely with the Executive Director to analyze financial and healthcare claims data and guide decision-making related to benefits and funding strategies.

Key Responsibilities

Accounting Operations

Oversee the daily operations of the accounting department, including general ledger maintenance, payroll, accounts payable, and accounts receivable.

Ensure timely and accurate preparation of monthly financial statements.

Oversee internal and external audits, including the preparation of audited financial statements.

Develop, implement, and monitor internal controls and accounting policies to ensure compliance with GAAP and regulatory requirements.

Supervise and mentor small accounting team, providing oversight and professional development.

Finance & Analysis

Coordinate the preparation of the Funds annual budget and ongoing forecasts.

Analyze financial and claims data from TPAs to assess trends, identify cost-saving opportunities, and support plan design decisions.

Develop and maintain models for contribution rate setting and financial projections.

Collaborate with actuaries, consultants, and TPAs to provide financial insight and evaluate plan modifications, as needed.

Present financial reports and analysis to the Executive Director and Board of Trustees.

Monitor cash flow and assist in the management of investment reporting and fund reserves.

Qualifications

CMA or CPA required.

Minimum of 8 years of accounting and finance experience, including supervisory responsibilities.

Strong data analysis and financial modeling skills.

Experience with Taft-Hartley funds, self-funded health plans, or healthcare finance highly desirable.

Underwriting or actuarial experience is a plus.

Proficiency with accounting software and Excel; data visualization tools are a plus.

Clear and effective communicator, able to present complex data to a non-technical audience.

Leadership skills with a focus on team collaboration and professional development.

About Allegiant Care:

Allegiant Care is a Taft-Hartley multiemployer health and welfare fund that provides benefits to over 20,000 Teamsters Union members and their families. Allegiant Rx, a division of Allegiant Care, is the pharmacy benefit manager (PBM) for 8 independent health and welfare funds including Allegiant Care. Allegiant Care offers its employees a competitive and comprehensive compensation and benefits package including top-of-the-line health and welfare benefits, pension, 401(k) with employer match, paid holidays, generous vacation accrual, and more.

Full-time