Bilingual Language Preferred: English
Travel: May Require Occasional Local Travel

Accounting / Finance Santa Ana, California



Maximizes return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles. Strategic and practical role in the finance department to include day-to-day responsibilities of the accounting processes and strategies, planning, management and analysis, and policy development.

  • Guides financial decisions by establishing, monitoring, and enforcing policies and procedures.
  • Analyzes the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
  • Works with the finance department to prepare budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommending plans.
  • Oversees Accounts Payable function and Accounting team.
  • Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions.
  • Provides status of financial condition by collecting, interpreting, and reporting financial data on a monthly, quarterly, and yearly basis.
  • Performs ad hoc reporting by collecting, analyzing, and summarizing information and trends as needed for reporting to executives.
  • Makes sure company complies with federal, state, and local governments for the timely filing of various taxes such as sales, property, use, etc.
  • Develops, leads and drives strategy for accounting department.
  • Prepares or directs preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Maintains financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.
  • Provides direction and assistance to other departments regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources
  • Protects confidentiality within the parameters of federal guidelines and established policy and process as well as compliance with government agencies.
  • Leads in development and implementation of policies/procedures to assure compliance with new regulatory standards affecting Accounting.
  • Prepares, examines, or analyzes accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
  • Manages, trains and coaches individual team members, including creating personnel development and succession plans and partnering with HR as needed to maintain an engaged and productive team
  • Summarizes and communicates Accounting successes, challenges, and trends to the executive team.
  • Monitors financial activities and details, such as cash flow and reserve levels.
  • Creates and implements metrics for productivity and quality.
  • Creates, develops, and implements Standard Operating Procedures (SOP), streamlines processes.
  • Collaborates with the Finance team to manage the month-end close and coordinate the annual audit processes.


  • Results driven; aligns and allocates time and energy on key drivers.
  • Understands key metrics, revenue drivers, and ROI expense analytics.
  • Strong research and auditing skills. Can analyze financial information and determine impact on the business
  • Ability to identify and resolve issues in a timely and proactive manner
  • Developer of Staff
    • Clearly communicates vision and aligns team members around it
    • Identifies, develops, and promotes potential leads, and ensures that direct reports similarly develop their employees.
    • Provides continual, direct feedback; coaching vs. directing.
    • Appropriately delegates authority and responsibility and holds accountable.
    • Recognizes and celebrates success.
  • Influencer of professionals
    • Ability to develop trusting, mutually respectful relationships with professionals.
    • Tailors coaching style to the individual’s needs and appropriate professional boundaries (e.g., clinicians).
    • Active listener/observer of behavior.
    • Creates a win/win need for change.
  • Strategic Planner
    • Sets realistic monthly, quarterly, and annual objectives.
    • Measures and communicates monthly results.
    • Prioritizes work and time/schedule to achieve business objectives.
    • Plans (6-12months) ahead to anticipate and overcome potential obstacles to success.
  • Effective Collaborator with Peers and Support Resources
    • Oriented towards team success.
    • Effectively communicates needs and expectations.
    • Shares best practices.
    • Innovates to improve operational processes.
    • Resourceful; optimistic; humble.
  • Detail oriented, organized, process focused, problem solver, self-motivated proactive, customer service focused.
  • Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.
  • Ability to multitask effectively and work in a fast paced and sometimes ambiguous environment, without compromising quality of work.
  • Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the organization

REQUIRED:  Bachelor’s degree in Business, Finance, Accounting, Healthcare Administration or equivalent and 7 or more years of accounting experience with 3 years of management experience.  Experience with working in an integrated health care system required.  Demonstrated knowledge of all Insurance companies, HMO's, PPO's, Medicare, third party payers.  Facilitating communication between and extracting relevant information from a variety of stakeholders to comprehensively identify problems and subsequently create sustainable and scalable solutions.  Excellent written and oral communication skills.  Experience managing subordinates and teams.

DESIRABLE:  Master’s degree in Business, Finance, Accounting or Healthcare Administration. Considerable prior coursework or on-the-job training in ophthalmology, insurance, and management.  Knowledge of WORD, EXCEL, POWERPOINT, QuickBooks, Care Cloud.