Finance Mgr, HR/Benefits, (Hybrid - Livonia, MI)

Employment Type:

Shift:

Description:

Manages the financial information for Trinity Health Human Resources & Employee Benefits to assure that Trinity Health has effective and efficient administration and financing for all Trinity Health Retirement and pension plans and benefit products. Provides corporate management with routine as well as ad hoc financial analyses for Financial Reporting and all Human Resources and Benefit products. This position reports to the Director, Financial Reporting and also has a “dotted line” reporting relationship to the Senior Vice President of Human Resources, Total Rewards and HR Shared Services.

ESSENTIAL FUNCTIONS:

1. Knows, understands, incorporates, and demonstrates the Trinity Health (Trinity), Mission, Vision and Values in behaviors, practices, and decisions.

2. Establishes appropriate structure and process for benefit plan financial reporting. Financial reporting would include Pension, Retiree Medical, 403(B) plan, Health and Welfare Plans and other benefit or deferred compensation programs provided by Trinity Health.

3. Implements and maintains appropriate financial reporting systems that provide accurate and timely consolidation of Trinity Health benefit and health and welfare program data.

4. Provides support to Trinity Health senior management by coordinating special assignments as directed by senior management and assisting Vice President of Human Resources with any financial questions and educating same in use of various financial reports they receive.

5. Establishes, maintains, and enhances, effective communication linkages between System Office staff, Ministry finance staff and other multi-hospital corporations.

6. Works with System Office Accounting to develop billing allocations for field locations, collection and accounting of allocated benefit costs, oversee bank statement reconciliations and expense verification.

7. Manages the annual financial statement audit, assisting with year-end reporting for pension plans and health and welfare plan audits. Primary focus is to prepare required audit reports and supporting workpapers, as well as to complete annual reporting packages due to corporate finance. Also coordinates internal audit work as required.

8. Manages various quarterly and annual financial statement reporting, in addition to certain projects related to overall mgmt reporting as needed. Such as graphical presentations, footnotes, information for bond offerings, and MDA.

9. Assists on development and finalization of various Trinity Health actuarial reports. Including interpretation of results and comparisons to accounting records, footnote disclosures and funding requirements for pension retiree medical and other health and welfare plans.

10. Manages the activities related to collection of forecast assumptions and development of annual Plan to be submitted to financial planning department. This includes HR department forecast, as well as, pension and benefit assumptions. Analyzes monthly Plan variance reports providing reports to management as requested.

11. Manages the financial services provided by outside vendors including actuaries, third party administers and insurance companies, as well as, banks and trust custodians, to assure outside vendors meet established goals and objectives.

12. Develops and manages a system of internal controls covering all aspects of pension, benefits and HR Finance Administration.

Minimum Qualifications:

1. Must possess a broad-based knowledge of benefit and pension operations, financial reporting and managerial accounting as normally obtained through completion of a bachelor’s degree in accounting or finance, and a minimum of six (6) years of progressively responsible experience in a CPA firm, multi-site complex organization or an equivalent combination of education and work experience. CPA certification and public accounting experience are required.

2. Must possess strong analytical, critical thinking, problem-solving, consulting and project management experience and skills. Must possess strong written and verbal communications skills.

3. Must have a strong working knowledge of generally accepted accounting principles and be able to develop, review and interpret financial statements and related financial information.

4. Proficient knowledge of general ledger and financial reporting systems required, with knowledge of Oracle and PeopleSoft preferred.

5. Must possess leadership skills including the ability to influence others and achieve results with and without direct line accountability and the ability to operate effectively in a collaborative, shared leadership environment.

7. Possesses executive presence with ability to present effectively to executive leadership, governance, and external authorities.

8. Must possess the ability to achieve results without direct line accountability.

9. Must have a personal presence that characterized by a sense of honesty, integrity, and caring as well as the ability to inspire and motivate others to promote the philosophy, mission, vision goals and values of Trinity Health.

Additional Qualifications:

1. Working knowledge of pension accounting, preferred

2. Prior managerial/leadership experience, preferred.

The above statements provide a representative description of the nature & level of work being performed by persons assigned to positions within this job description. This is not an exhaustive list of functions, conditions, and duties; other job-related tasks may be required. Additional detail may be provided by policies, procedures, guidelines, protocols, standards, and other communications. Requests for reasonable accommodation will be considered.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

About Us

Trinity Health is one of the largest not-for-profit, faith-based health care systems in the nation. Together, we’re 121,000 colleagues and nearly 36,500 physicians and clinicians caring for diverse communities across 27 states. Nationally recognized for care and experience, our system includes 101 hospitals, 126 continuing care locations, the second largest PACE program in the country, 136 urgent care locations, and many other health and well-being services. Based in Livonia, Michigan, in fiscal year 2023, we invested $1.5 billion in our communities through charity care and other community benefit programs.

For more information, visit http://www.trinity-health.org. You can also follow Trinity Health on LinkedIn.