Finance services director job description
Updated March 14, 2024
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Example finance services director requirements on a job description
Finance services director requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance services director job postings.
Sample finance services director requirements
- Bachelor's degree in finance or related field
- Extensive experience in financial services
- Strong knowledge of financial regulations and laws
- Proficiency with accounting and financial software
- Excellent written and verbal communication skills
Sample required finance services director soft skills
- Ability to problem-solve and think critically
- Strong organizational and project management skills
- Ability to build relationships and work collaboratively
- Strong attention to detail and accuracy
- Ability to work under pressure and meet deadlines
Finance services director job description example 1
New York Life Insurance finance services director job description
- Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.
- The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.
- Our Advanced Planning Group, Eagle Strategies** for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.
- Dedicated underwriters who work diligently on cases.
- Committed managers who are dedicated to helping you succeed.
- A team of highly-trained and experienced product consultants to support your client acquisition needs.
- Significant income potential.
- Competitive benefits.
We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.
We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 7/30/18. For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
* Securities are only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA.SIPC), a Licensed Insurance Agency. NYLIFE Securities is a New York Life company. The financial strength ratings do not pertain to securities.
** Eagle Strategies LLC is a registered investment adviser and Financial Advisors affiliated with Eagle Strategies can provide fee based financial planning and assets under management services. Eagle Strategies is a New York Life company.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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Finance services director job description example 2
Discovery finance services director job description
The Warner Bros Discovery (WBD) Procurement Director for Finance & Shared Services Business Process Outsourcing (BPO) leads category strategy development and associated initiatives for the finance and shared services organization. This includes accounting/controllership, treasury, tax, FP&A, investor relations and internal audit. Furthermore this position covers Business Process Outsourcing as it relates to finance programs such as Order To Cash, Procure to Pay, Record to Report and similar core accounting and finance processes. He/she is a subject matter expert in the aforementioned categories with prior experience in this category including experience with large BPO suppliers such as GenPact, CapGemini, Deloitte, TCS, etc. He/she proactively partners with CFO direct reports and their teams as well as Global Business Services teams to develop category strategies and lead sourcing projects, enable specification definition and demand management, as well as managing supplier performance and innovation activities. Finance and Shared Services BPO represents $337M in third party spend and contributes to business success and revenue growth. Warner Bros Discovery Procurement Director for Finance & Shared Services BPO will report to the VP Procurement for Corporate Services.
Responsibilities
Leadership
Develops mid-to long range sourcing strategic plans that (1) links to company-wide vision, (2) takes into account global versus regional approach versus local approach, and (3) prioritizes efforts for maximum contribution for margin improvement and achieve best total value for business units/geographies for their goods and/or services requirements. Demonstrates and practices a high degree of professional integrity and ethical responsibility in all business activities. Leads change and holds project teams accountable for achieving results. Maintains a strong external focus to inform Procurement strategy by leveraging industry peers and professional organisations and regular industry benchmarking, assessing best practices, innovation and being involved in industry forums
Stakeholder/Internal Customer Management
Partners with key internal clients for alignment of business priorities across multiple sourcing categories and be the conduit/liaison on behalf of global sourcing team. Provides internal consulting expertise to senior management in the practice of strategic sourcing, best practices, and external marketplace or innovative trends. Builds effective relationships to enable fast alignment and roll out communications. Actively participates in business strategy reviews. Leads periodic review meetings to develop action plans, seek input, share results, re-prioritize projects.
Category Management
Leads Finance & Shared Services BPO global category strategy development, aligning cross-divisional and cross-geography requirements against clear and measurable goals. Develops category strategy recommendations in a concise and persuasive fashion and leads implementation of sourcing strategy (sole source or short-list negotiations, leverage added scope, competitive bidding, eSourcing tools, catalogs, reverse auctions, etc.). Accountable for the delivery of category savings targets through collaboration and engagement with business stakeholders. Conducts and coaches others to execute against category strategy with full understanding of potential shortfalls and risk mitigation plans. Develops and compiles required business case for new ideals, including execution of Request for Information (RFI), Request for Quotation (RFQ) or Request for Proposals (RFP).
Supplier Selection/Management
Leads the development of global or multi-national supplier industry analysis when developing global sourcing strategies. Uses depth of knowledge of suppliers to gain insights which are not obvious nor widely held that improve WBD's competitive advantage. Partners with Supplier Diversity efforts to creatively include diverse vendors in supplier selection processes and creatively grow existing diverse vendor spend. Leads environmentally friendly purchase efforts to support WBD's sustainability efforts.
Negotiations, Contract Creation & Management
Leads and develops multi-pronged negotiation strategies, contract analyses, and sourcing communications and meetings. Collaborates with stakeholders and legal counsel to lead global negotiations and contract coordination to ensure all geography-specific requirements are captured. Views new and existing opportunities from different angles to identify fresh and original ways of tapping those opportunities to get maximum return.
Sourcing-Driven Project Management
Identifies, implements, and manages large scale, complex projects across business units and geographies - may involve outsourcing analysis and total cost of ownership considerations. Identifies opportunities where project management expertise needs to be implemented and works to ensure that those involved in key projects are managing them optimally.
Qualifications
What you need to have:
5-7 years experience in procurement and strategic sourcing
Solid experience and highly developed subject matter expertise in finance procurement
Bachelor's Degree in business, finance, operations, engineering, supply chain management or similar focus.
It's a plus if you have:
MBA
Professional accreditation in procurement
Responsibilities
Leadership
Develops mid-to long range sourcing strategic plans that (1) links to company-wide vision, (2) takes into account global versus regional approach versus local approach, and (3) prioritizes efforts for maximum contribution for margin improvement and achieve best total value for business units/geographies for their goods and/or services requirements. Demonstrates and practices a high degree of professional integrity and ethical responsibility in all business activities. Leads change and holds project teams accountable for achieving results. Maintains a strong external focus to inform Procurement strategy by leveraging industry peers and professional organisations and regular industry benchmarking, assessing best practices, innovation and being involved in industry forums
Stakeholder/Internal Customer Management
Partners with key internal clients for alignment of business priorities across multiple sourcing categories and be the conduit/liaison on behalf of global sourcing team. Provides internal consulting expertise to senior management in the practice of strategic sourcing, best practices, and external marketplace or innovative trends. Builds effective relationships to enable fast alignment and roll out communications. Actively participates in business strategy reviews. Leads periodic review meetings to develop action plans, seek input, share results, re-prioritize projects.
Category Management
Leads Finance & Shared Services BPO global category strategy development, aligning cross-divisional and cross-geography requirements against clear and measurable goals. Develops category strategy recommendations in a concise and persuasive fashion and leads implementation of sourcing strategy (sole source or short-list negotiations, leverage added scope, competitive bidding, eSourcing tools, catalogs, reverse auctions, etc.). Accountable for the delivery of category savings targets through collaboration and engagement with business stakeholders. Conducts and coaches others to execute against category strategy with full understanding of potential shortfalls and risk mitigation plans. Develops and compiles required business case for new ideals, including execution of Request for Information (RFI), Request for Quotation (RFQ) or Request for Proposals (RFP).
Supplier Selection/Management
Leads the development of global or multi-national supplier industry analysis when developing global sourcing strategies. Uses depth of knowledge of suppliers to gain insights which are not obvious nor widely held that improve WBD's competitive advantage. Partners with Supplier Diversity efforts to creatively include diverse vendors in supplier selection processes and creatively grow existing diverse vendor spend. Leads environmentally friendly purchase efforts to support WBD's sustainability efforts.
Negotiations, Contract Creation & Management
Leads and develops multi-pronged negotiation strategies, contract analyses, and sourcing communications and meetings. Collaborates with stakeholders and legal counsel to lead global negotiations and contract coordination to ensure all geography-specific requirements are captured. Views new and existing opportunities from different angles to identify fresh and original ways of tapping those opportunities to get maximum return.
Sourcing-Driven Project Management
Identifies, implements, and manages large scale, complex projects across business units and geographies - may involve outsourcing analysis and total cost of ownership considerations. Identifies opportunities where project management expertise needs to be implemented and works to ensure that those involved in key projects are managing them optimally.
Qualifications
What you need to have:
5-7 years experience in procurement and strategic sourcing
Solid experience and highly developed subject matter expertise in finance procurement
Bachelor's Degree in business, finance, operations, engineering, supply chain management or similar focus.
It's a plus if you have:
MBA
Professional accreditation in procurement
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Finance services director job description example 3
AHMC Healthcare finance services director job description
Monterey Park Hospital, located in the San Gabriel Valley of Los Angeles County, is searching for a Director of Patient Financial Services. Monterey Park Hospital is a 101 bed acute care community hospital. Monterey Park Hospital has provided our community with advanced medical and culturally sensitive healthcare services for over 50 years.
The Director of Patient Financial Services (DPFS) is responsible for the coordination of all front-end patient services for the Hospital. The DPFS will oversee the Admitting scheduling, pre-registration, registration areas, Communication and Patient Accounting Departments. The DPFS ensures all Department policies and procedures are reviewed and updated as needed to meet Corporate, federal, state and regulatory requirements. The DPFS manages all Communication, Admitting and Patient Accounting staff with the assistance of an Admitting Supervisor and communicates all relevant matters to the Chief Financial Officer and/or Chief Operating Officer. The DPFS supports a cooperative team environment to provide value to customers (internal or external). The DPFS carries out his/her duties by adhering to the highest standards of business ethics and integrity and acts in the best interest of Monterey Park Hospital to support our mission and core values and follows AHMC's Code of Conduct. The DPFS is also the Hospital's Emergency Management Officer. This position reports to the Chief Financial Officer and/or Chief Operating Officer.
+ Provides leadership and direction to the Admitting, Communications and Patient Accounting departments to make sure the best billing, collection, admission and patient financial chart audit practices are enforced and followed.
+ Creates, implements and updates Department Policies and Procedures following company, regulatory and legal requirements. Ensures all documentation and patient information complies with HIPAA, Patient Rights and The Joint Commission requirements.
+ Complies with federal, state, local laws that govern business practices including the CA Department of Health Services, CMS and HCFA requirements that apply to the DPFS position.
+ Prepares, validates and estimates the Hospital's accounts receivables (AR) at the end of every month. DPFS will also respond to all questions regarding the AR during quarterly audits.
+ DPFS also actively participates in the Hospital's Denial Management efforts including, but not limited to composing appeal letters.
+ Analyzes identified problems to determine cause and desired resolution. Takes steps necessary to implement resolution.
+ Develops department budget, and maintains operations within budgetary guidelines. Analyzes department variances to ensure that budget standards are met.
+ Identifies areas of opportunity for the department to provide in-house services and rely increasingly less on third parties for collection activities.
+ Reviews several audit reports monthly to ensure admissions and discharge data is accurate. Prepares several internal and external for submission.
+ Monitors the Communication, Admitting and Patient Accounting departments to ensure productivity, data accuracy, collections and chart audits meets the department standards for format, content, and quality.
+ Oversees the performance management of staff with input from the Admitting Supervisors, and takes appropriate action to control or improve performance.
+ Establishes good rapport and working relationships with coworkers, other hospital staff, physicians and the public.
+ Responsible for Emergency Management and Preparation. Works closely with the Safety Officer to comply with all hospital safety and injury prevention policies and regulations.
+ Provides Fraud, Waste and Abuse and Disaster training for new employees and staff.
+ Performs other duties as assigned.
Education, Experience, Training
+ Significant experience (5+ years) in patient accounting required.
+ BA/BS in Business or Health Administration or related experience required.
Additional Information:
All persons offered employment must be fully vaccinated against COVID-19 including the COVID Booster, by the date of hire, unless qualified for an exemption for a medical reason or religious belief. Proof of vaccination acceptable to the Facility is required before you may begin work.
Facility Name: Monterey Park Medical Center
Shift: Days
External Company Name: AHMC Healthcare
Street: 900 S. Atlantic Blvd
The Director of Patient Financial Services (DPFS) is responsible for the coordination of all front-end patient services for the Hospital. The DPFS will oversee the Admitting scheduling, pre-registration, registration areas, Communication and Patient Accounting Departments. The DPFS ensures all Department policies and procedures are reviewed and updated as needed to meet Corporate, federal, state and regulatory requirements. The DPFS manages all Communication, Admitting and Patient Accounting staff with the assistance of an Admitting Supervisor and communicates all relevant matters to the Chief Financial Officer and/or Chief Operating Officer. The DPFS supports a cooperative team environment to provide value to customers (internal or external). The DPFS carries out his/her duties by adhering to the highest standards of business ethics and integrity and acts in the best interest of Monterey Park Hospital to support our mission and core values and follows AHMC's Code of Conduct. The DPFS is also the Hospital's Emergency Management Officer. This position reports to the Chief Financial Officer and/or Chief Operating Officer.
+ Provides leadership and direction to the Admitting, Communications and Patient Accounting departments to make sure the best billing, collection, admission and patient financial chart audit practices are enforced and followed.
+ Creates, implements and updates Department Policies and Procedures following company, regulatory and legal requirements. Ensures all documentation and patient information complies with HIPAA, Patient Rights and The Joint Commission requirements.
+ Complies with federal, state, local laws that govern business practices including the CA Department of Health Services, CMS and HCFA requirements that apply to the DPFS position.
+ Prepares, validates and estimates the Hospital's accounts receivables (AR) at the end of every month. DPFS will also respond to all questions regarding the AR during quarterly audits.
+ DPFS also actively participates in the Hospital's Denial Management efforts including, but not limited to composing appeal letters.
+ Analyzes identified problems to determine cause and desired resolution. Takes steps necessary to implement resolution.
+ Develops department budget, and maintains operations within budgetary guidelines. Analyzes department variances to ensure that budget standards are met.
+ Identifies areas of opportunity for the department to provide in-house services and rely increasingly less on third parties for collection activities.
+ Reviews several audit reports monthly to ensure admissions and discharge data is accurate. Prepares several internal and external for submission.
+ Monitors the Communication, Admitting and Patient Accounting departments to ensure productivity, data accuracy, collections and chart audits meets the department standards for format, content, and quality.
+ Oversees the performance management of staff with input from the Admitting Supervisors, and takes appropriate action to control or improve performance.
+ Establishes good rapport and working relationships with coworkers, other hospital staff, physicians and the public.
+ Responsible for Emergency Management and Preparation. Works closely with the Safety Officer to comply with all hospital safety and injury prevention policies and regulations.
+ Provides Fraud, Waste and Abuse and Disaster training for new employees and staff.
+ Performs other duties as assigned.
Education, Experience, Training
+ Significant experience (5+ years) in patient accounting required.
+ BA/BS in Business or Health Administration or related experience required.
Additional Information:
All persons offered employment must be fully vaccinated against COVID-19 including the COVID Booster, by the date of hire, unless qualified for an exemption for a medical reason or religious belief. Proof of vaccination acceptable to the Facility is required before you may begin work.
Facility Name: Monterey Park Medical Center
Shift: Days
External Company Name: AHMC Healthcare
Street: 900 S. Atlantic Blvd
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Updated March 14, 2024
Updated March 14, 2024