Consultant, Financial Services (Accounting & Finance)
Hybrid/Remote - NYS Only(On-site option available local to Rochester, NY) Nonexempt, Full-Time, 40 Hours Compensation: $53k to $65k/year
Put the CARE in your CAREER!
At CCSI, ourmission is to activate possibilities and spark change in organizations that put people first. Ourvisionguides us all in the right direction: a world of communities where everyone flourishes. CCSI is a trusted partner to human-centered organizations. We work with government, education, and non-profit institutions to strengthen their day-to-day operations, build successful teams, plan for the future, and increase their impact. We help organizations rise so communities can flourish. If you're looking for a career with purpose that creates lasting change in the community, we encourage you to apply.
We are seeking a talentedConsultant, Financial Servicesto join our team of nearly 500 employees. The Consultant for Financial Services supports CCSI's work with internal and external customers to define their fiscal needs and create actionable deliverables that help them to understand and manage their health and human service program fiscal operations, improve service quality, and create operating efficiency. The individual in this position manages multiple projects and provides excellent customer service in the role as Project Lead or as support to the Project Lead, ensuring customer deliverables are met on time and within budget.
In this role, you will
Assist in the preparation, review and maintenance of provider budgets
Prepare customer budget modifications, budget transfers, budget resolutions, and general ledger maintenance throughout the year.
Assist in maintaining state and grant funding allocations, appropriate supporting documentation, and ensuring allocations comply with funding requirements and program guidelines.
Research state regulations and funding guidance to support compliance and reporting.
Prepare financial analyses, reports, and data summaries to monitor program revenues and expenses, identify trends and variances, and support customer and organizational decision-making.
Assist in monitoring provider compliance with federal, state, county and grant reporting requirements across multiple funding streams.
Participate in the preparation, review, and submission of financial deliverables, including collecting, organizing, validating, and entering financial information.
Support the development and delivery of fiscal training related to CFR reporting and other state financial requirements for providers and customers.
Prepare and review of Consolidated Fiscal Reports (CFRs), provider budgets, quarterly reports, and other required financial submissions.
Support year-end accounting activities, including accruals, journal entries, transfers, reconciliations, and supporting schedules.
Collect, reconcile, and analyze state aid funding information, provider funding schedules, payment advances, and contract data to ensure accuracy and compliance.
Maintain tracking systems for provider financial deliverables, state reporting deadlines, funding allocations, and customer deliverables.
Collaborate with internal CCSI departments to improve financial processes, contract management, reporting accuracy, and operational efficiencies.
Provide accounting, financial, and analytical support to customers, including responding to inquiries, researching issues, assisting with financial reporting and regulatory compliance, and promoting financial management best practices.
Participate in internal and customer meetings to discuss financial, operational, and programmatic issues, as appropriate.
Develop and maintain financial models, spreadsheets, and dashboards while identifying opportunities to improve financial processes and strengthen internal controls.
Assist with special financial projects and process improvement initiatives.
Perform other duties as assigned.
What you bring
Bachelor's degree in Accounting or Finance and 2 - 4 years' work experience or equivalent education and work experience ( see CCSI's equivalency chart (https://ccsi.org/wp-content/uploads/2026/04/CCSI-Equivalency-chart.doc.pdf) ).
Experience working with government-funded programs or public sector funding, including New York State agencies such as OMH, OASAS, OPWDD, OCFS, or similar funding environments is preferred.
Experience with financial reporting, grants management, or regulatory compliance is a plus.
Required for this position are:
Technical Competencies
Proficiency in Microsoft Excel, including formulas, PivotTables, and data analysis functions.
Knowledge of budgeting, financial analysis, and accounting principles.
Understanding of general ledger processes, account reconciliations, and financial reporting.
Strong analytical and quantitative skills with the ability to interpret financial data, identify trends, and resolve discrepancies.
Ability to organize, reconcile, analyze, and maintain accurate financial records.
Professional Competencies
Strong written and verbal communication skills, with the ability to present financial information clearly to both financial and non-financial audiences.
Exceptional attention to detail and commitment to accuracy.
Strong planning, organizational, and time management skills, with the ability to manage multiple priorities and meet deadlines.
Ability to build collaborative relationships, assess customer needs, resolve issues, and manage expectations.
Demonstrated problem-solving skills and the ability to exercise sound judgment.
Ability to work independently while contributing effectively as part of a collaborative team.
Commitment to diversity, equity, inclusion, and fostering an inclusive workplace.
Additional Requirements
Participates as a member of the team in valuing individual differences and supporting one another's opportunity to achieve their greatest potential.
Culturally responsive to the population being served in the development, design, monitoring, evaluation and/or implementation of programs and services.
Respect the confidential nature of all CCSI and CCSI customer information you are exposed to in the course of your work performance. Staff working directly with protected health information /electronically stored protected health information, personally identifiable information, and other patient/consumer/customer data, will abide by the specific procedures and policies outlined by CCSI's Code of Conduct and CCSI's Privacy and Security Policies, New York State regulations and Federal regulations.
At CCSI, you'll enjoy
Market-competitive compensation
An award-winning Wellness@Work (https://www.ccsi.org/employment/employee-benefits/) and employee benefits program.
An organization that is committed to racial equity and anti-racist practices.
Continuous professional development opportunities.
A voice (https://www.ccsi.org/mission-vision-values/) in shaping CCSI's ever-evolving diverse company culture.
We Are CCSI (https://www.ccsi.org/) !
For more than 30 years, CCSI has been a leading non-profit partner to government agencies, schools, and community-based organizations in the mental and behavioral health space. We aim to maximize these organizations' potential to serve their communities by supporting their business operations and staffing needs. We dream of communities where everyone flourishes, and we are proud to help our customers move towards that goal.
At CCSI, you are not just part of a team, you are part of a community. You do not just fit in, you belong. We are proud of our steadfast commitment to equity, working diligently to remedy the impact of systems of racism and other forms of oppression to ensure that everyone in our employee community can flourish. We encourage applicants from diverse backgrounds to consider joining us.
CCSI does not accept inquiries from third-party recruiters or search agencies.
CCSI participates in E-Verify, a federal program that confirms the employment eligibility of all newly hired employees by comparing information provided on the Form I-9 with records from the U.S. Department of Homeland Security and the Social Security Administration.
Coordinated Care Services, Inc (CCSI) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any @type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
