Finance Coordinator II Atrium Health Wake Forest Baptist - Family Medicine - School Health Alliance

About the Role

The School Health Alliance for Forsyth County (SHA), a 501(c)(3) non-profit, seeks an administrative professional to establish and maintain finance, business, and administrative operations. This position oversees school-based health centers in Winston-Salem/Forsyth County Schools (WS/FCS), operated by staff and faculty from Wake Forest University School of Medicine (WFSM) Department of Family and Community Medicine. The role is grant-funded.

Responsibilities

Finance Operations

• Develop the annual SHA budget for review by the Executive Director and approval by the SHA Board of Directors.
• Independently prepare and compile financial reports, presenting them to the SHA Board of Directors quarterly.
• Perform day-to-day budget management of assigned SHA funds.
• Manage the flow of administrative and operational funding, including invoicing contracting agencies and paying vendors in a timely manner.
• Assist the SHA Executive Director in reviewing local contracts and School System reimbursement contracts for financial accuracy and compliance.
• Monitor SHA expenditures on grants and departmental accounts; approve requisitions and vouchers in accordance with SHA procedures.
• Maintain financial reporting requirements to uphold SHA’s 501(c)(3) status using QuickBooks Pro Edition.
• Oversee the annual independent audit of SHA, providing all necessary financial records and documentation.
• Coordinate with SHA’s external accountant to ensure annual tax filings.
• Establish financial projections by examining past and future expenditures; review financial information with the Executive Director.
• Develop proposed budgets for grant applications based on funding agency parameters and ensure accuracy before submission.
• Prepare required financial reports for grantors post-award and review expenditures for coding accuracy and compliance.
• Review monthly billing and reconciliation statements from the FQHC partner for accuracy and resolve discrepancies.

Business Operations

• Oversee SHA’s business operations, serving as a liaison to contractual clerical staff, WFSM departments, grant agencies, and other stakeholders.
• Make operational decisions in accordance with SHA, institutional, and partner FQHC policies.
• Arrange, implement, and participate in SHA conferences, committee, and Board meetings, providing minutes and staff support.
• Assist in public relations and marketing activities to inform the public and community agencies about SHA.
• Manage correspondence, including screening, reviewing, and originating responses related to duties.
• Interface with SHA staff (Patient Service Representatives, APPs, Licensed Behavioral Health Providers) to address inquiries and provide information.
• Collaborate with SHA leadership to establish office procedures and address site-specific problems.
• Order equipment and medical supplies for SHA sites in accordance with the budget and Executive Director approval.
• Coordinate and manage maintenance contracts for all SHA clinic sites, including contract negotiations upon renewal.
• Work with the FQHC partner to establish policies and procedures for patient data transmission and storage, ensuring HIPAA compliance.
• Coordinate required annual clinic audits with the FQHC partner and external auditor.
• Orient new SHA team members and develop training schedules in collaboration with the SHA Clinical Manager.

Research

• Collaborate with the Principal Investigator and SHA evaluation team on research protocols.
• Organize data collection and troubleshoot questions from the SHA evaluator.
• Develop and submit data-related reports to funders, with review by the Principal Investigator/Executive Director.

Clinical Operations

• Act as a liaison to lab vendors or contractors to resolve patient billing discrepancies.
• Perform other related duties incidental to the work described.

Requirements

• Bachelor’s degree in Business, Accounting, or a related field with three years of grant-related accounting experience; or an equivalent combination of education and experience.
• Computer skills, including the ability to develop financial spreadsheets.
• Experience related to research projects preferred.