The Senior Living Senior Consultant is responsible for helping clients with core accounting and financial needs, providing them with key reporting and insights as to how the business is performing financially. They facilitate client conversations, working closely with the facility’s senior executives and clinical teams to help build financial models and projections.
Senior Consultants are heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor.This position is ideally suited for candidates located in the Mid-Atlantic region, as it requires 25%-30% travel. Travel may include visits to the following states: Pennsylvania, Delaware, Maryland, Massachusetts, and Connecticut. Success FactorsResponsibilities
- Lead and supervise business consulting engagements and special assignments related to senior living
- Provide financial management advisory services to clients including AP, AR, month-end close, system implementations/enhancements and recommendations
- Strategic planning integrating various departments and reimbursement systems (Medicaid, Medicare, Managed Care)
- Help client proactively shape and implement operations improvement initiatives across their financial services
- Provide cash flow analysis and transaction advisory support for various clients
- Provide due diligence and adequate valuation report including assets, liabilities, capital structure, earnings, historical performance and forecasting
- Utilize various data collection techniques and select appropriate method to fit project objectives and deliverables
- Analyze, report and present key client data to make necessary operational and financial efficiency recommendations, documenting conclusions
- Leverage subject matter expertise and prior consulting experience to deliver client transformation initiatives
- Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
- Maintain positive and effective client working relationships, ensuring satisfaction and becoming a trusted business advisor
- Ensure client deliverables are met within expectations and set deadlines
- Supervise Consultants and Interns on engagements and provide guidance on an ongoing basis; actively communicate with engagement Partners
- Lead business development initiatives, client discovery calls and proposal creation, including deliverables, work plans, and allocated budgets
- Keep up to date with local and national business and economic issues
- Utilize and continuously learn new technologies to enhance service delivery and improve collaboration
People Management/Relationships
- Take initiative to be a team leader (seek out opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust with team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
- Excellent organization skills and strong attention to detail
- Strong leadership and coaching skills
- Multitasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
- Bachelor’s degree in Accounting, Finance or related field required; CPA licensure preferred ; HIPAA certification a plus
- 7+ years’ experience in consulting field with understanding of core financial accounting principles and operational processes within the senior living industry
- Demonstrated ability to take the lead on client engagements and develop new and existing business
- Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel and other analytical/data modeling software a plus
- Ability to demonstrate creative problem solving skills and intellectually curious/motivated to develop professionally through continuous learning
- Excellent attention to detail with the ability to manage multiple projects within restricted timelines
Essential Functions
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$70,000 - $90,000
Top Skills
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
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Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.