Sunrise Senior Living
COMMUNITY NAME
Fox Hill Senior Condominiums
JOB OVERVIEW The Controller is responsible for providing overall leadership and management of the community’s accounting functions and accounting team members in accordance with federal, state/province and local standards and regulations and Sunrise Senior Living policies to promote the highest degree of quality care and services to our residents. Responsible for accounts payable, accounts receivable, cash control, and fixed asset processing. Maintains proper documentation on all financial transactions of the community. Prepares financial analysis for the Executive Director and Regional Leadership. Reconciles the community’s trial balance each month and ensures the community is maintaining financial internal business controls in accordance with Sunrise Senior Living policy and procedures.
RESPONSIBILITIES & QUALIFICATIONS Essential Duties As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:
Accounts Receivable
Manage the community’s accounting functions and accounting team members in accordance with federal, state/province and local standards and regulations and Sunrise Senior Living policies to promote the highest degree of quality care and services to our residents.
Responsible for maintaining computerized accounts receivable system according to Sunrise Senior Living policy and procedures; review all input, manage data integrity controls, coordinate processing with Sunrise Headquarters team, review and analyze output reports, and ensure timely issuance of billing statements.
Compile charges for all ancillary services such as but not limited to barber/beauty, guest meals, therapy, medical supplies, etc.
Responsible for the month-end census reconciliation.
Manage and record daily census, base rate, LOC and ancillary revenues into the General Ledger system.
Oversee the management of resident financial files in accordance with Sunrise Senior Living policy and procedures.
Responsible for maintaining timely billings and collections of account receivables; develop effective professional relationships with Medicare and Sunrise Headquarters billing office to resolve claims and obtain timely reimbursement.
Maintain current knowledge of Medicare/Medicaid requirements and is proficient to properly process billing and regulatory reporting (if applicable per community).
Manage the reconciliation and control of cash accounts for resident deposits and petty cash accounts; responsible for timely bank deposits and concentration of cash; responsible for documentation, reconciliation, and reporting 1099s for resident deposits; responsible for the reconciliation of cash accounts and petty cash funds.
Manage and complete the month end reconciliation to the general ledger and reporting.
Responsible for the Entrance Fee / Life Care Bond activity, where applicable.
Controls Environment
Monitor all community key business controls each month and ensure they are executed in accordance with Sunrise Senior Living policy.
Oversee the reconciliation process and controls cash accounts for resident deposits and petty cash (if applicable).
Responsible for timely bank deposits.
Maintain daily manual census and reconciles month end census to the billing system.
Analyze and reconcile timekeeping hours to the payroll register each pay period.
Responsible for the Monthly Key Controls Checklist and review for completeness and accuracy; follow- up with community team leaders on noted exceptions to Sunrise Senior Living policy.
Responsible for the preparation of the balance sheet reconciliations each month in accordance with department policy.
Financial Management
Assist in the presentation and value of Sunrise’s products and services for our residents, families, and team members and targeted referral sources.
Meet all financial close deadlines; pull and analyze pre-close reports each day to validate business results.
Review Profit & Loss (P&L) and pre-close trends to ensure accuracy of month end close; communicate irregularities with Area Director Accounting & Analysis (ADAA).
Present necessary financial schedules, reports, and reconciliations to support the owner and financial audits.
Record adjusting journal entries and closing entries as needed.
Assist the Executive Director with maintaining report used to manage community revenues and costs.
Assist the Executive Director with preparing P&L variance report.
Assist the Executive Director in completing the annual community budget.
Understand and manage the department budget to include labor/labour and other expenses and its impact on the community’s bottom line.
Review monthly financial statements and implement plans of action around deficiencies.
Process and submit monthly expenses and budget data timely per Sunrise policies and internal business controls.
Coordinate with the community team to achieve maximum staff economies and cross training when applicable.
Understand the internal cost associated with all Sunrise resident care programs.
Accounts Payable
Manage the community’s accounts payable system according to Sunrise Senior Living policy and procedures; maintain departmental checkbooks, review and analyze accounts payable output reports.
Prepare accruals and reversals; correct and adjust journal entries as necessary.
Oversee and ensure the processing of invoices with the proper approvals and coding.
Maintain the Department Per Resident Day (PRD) Checkbook each month and ensure expenses incurred but not invoiced or paid within the current accounting period are properly accrued.
Responsible for the processing of fixed asset purchases for approved projects / purchases.
Risk Management & General Safety
Review, read, notate and initial Daily Log to document and learn about pertinent information.
Partner with community team to ensure community is in compliance with national/provincial regulations pertaining to occupational health and safety requirements and promotion of Risk Management programs and policies; adherence to safety rules and regulations.
Practice safety procedures at all times including Personal Protective Equipment (PPE), fire extinguishers, MSDS (Material Safety Data Sheets), and Lockout Tagout.
Training, Leadership and Team Member Development
Manage the department, including but not limited to: recruiting, hiring, training, coaching and disciplining.
Partner in the delivery and participation in Sunrise University Training and self-study programs during the required timeframe.
Develop a working knowledge of state/province regulations, ensure compliance through supervising and coaching team members.
Achieve the Team Member Engagement goals and actively lead in the Engagement Improvement Planning sessions.
Complete team member staffing and scheduling according to operational and budgetary guidelines.
Review of timekeeping practices and payroll reports daily to ensure all hours worked are recorded and appropriately paid.
Conduct timely performance appraisals with meaningful conversations.
Hold team accountable and corrects actions when necessary and documents.
Attend regular meetings; Stand Up, Cross Over, Department Head Meetings, Town Hall, Quality Improvement, and others as directed by the Executive Director.
Keep abreast of professional developments in the field by reading, attending conferences and training sessions.
Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met.
Perform other duties as assigned.
Core Competencies
Adaptive
Building Customer Loyalty
Building Strategic Working Relationships
Building a Successful Team
Building Trust
Coaching for Success
Communication
Decision Making
Driving for Results
Facilitating Change
Leading through Vision and Values
Managing Conflict
Planning and Organizing
Presentation and Training Delivery
Quality Orientation
Stress Tolerance
Technical / Professional Knowledge
Experience and Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.
Bachelor’s degree in accounting required
Four (4) years supervisory and management experience including hiring staff, coaching, performance management, daily operations supervision, discipline, and counseling in the accounting field with exposure to accounting services within a senior housing and/or healthcare environment
CPA preferred
Ability to handle multiple priorities
Ability to delegate assignments to the appropriate individuals based on their skills, roles and interests
Possess written and verbal skills for effective communication and the ability to facilitate small group presentations
Competent in organizational, time management skills
Demonstrates good judgment, problem solving and decision-making skills
Demonstration of proficiency in computer skills, Microsoft Office (Windows, Outlook, Excel) and Sunrise applications with the ability to learn new applications
As applicable, all Sunrise team members who drive a Sunrise vehicle must review and sign the Driver job description and understand the key essential duties for safety and regulatory compliance
Ability to work weekends, evenings and flexible hours, available for our customers at peak service delivery days and times
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JOB OVERVIEW The Controller is responsible for providing overall leadership and management of the community’s accounting functions and accounting team members in accordance with federal, state/province and local standards and regulations and Sunrise Senior Living policies to promote the highest degree of quality care and services to our residents. Responsible for accounts payable, accounts receivable, cash control, and fixed asset processing. Maintains proper documentation on all financial transactions of the community. Prepares financial analysis for the Executive Director and Regional Leadership. Reconciles the community’s trial balance each month and ensures the community is maintaining financial internal business controls in accordance with Sunrise Senior Living policy and procedures.
RESPONSIBILITIES & QUALIFICATIONS Essential Duties As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:
Accounts Receivable
Manage the community’s accounting functions and accounting team members in accordance with federal, state/province and local standards and regulations and Sunrise Senior Living policies to promote the highest degree of quality care and services to our residents.
Responsible for maintaining computerized accounts receivable system according to Sunrise Senior Living policy and procedures; review all input, manage data integrity controls, coordinate processing with Sunrise Headquarters team, review and analyze output reports, and ensure timely issuance of billing statements.
Compile charges for all ancillary services such as but not limited to barber/beauty, guest meals, therapy, medical supplies, etc.
Responsible for the month-end census reconciliation.
Manage and record daily census, base rate, LOC and ancillary revenues into the General Ledger system.
Oversee the management of resident financial files in accordance with Sunrise Senior Living policy and procedures.
Responsible for maintaining timely billings and collections of account receivables; develop effective professional relationships with Medicare and Sunrise Headquarters billing office to resolve claims and obtain timely reimbursement.
Maintain current knowledge of Medicare/Medicaid requirements and is proficient to properly process billing and regulatory reporting (if applicable per community).
Manage the reconciliation and control of cash accounts for resident deposits and petty cash accounts; responsible for timely bank deposits and concentration of cash; responsible for documentation, reconciliation, and reporting 1099s for resident deposits; responsible for the reconciliation of cash accounts and petty cash funds.
Manage and complete the month end reconciliation to the general ledger and reporting.
Responsible for the Entrance Fee / Life Care Bond activity, where applicable.
Controls Environment
Monitor all community key business controls each month and ensure they are executed in accordance with Sunrise Senior Living policy.
Oversee the reconciliation process and controls cash accounts for resident deposits and petty cash (if applicable).
Responsible for timely bank deposits.
Maintain daily manual census and reconciles month end census to the billing system.
Analyze and reconcile timekeeping hours to the payroll register each pay period.
Responsible for the Monthly Key Controls Checklist and review for completeness and accuracy; follow- up with community team leaders on noted exceptions to Sunrise Senior Living policy.
Responsible for the preparation of the balance sheet reconciliations each month in accordance with department policy.
Financial Management
Assist in the presentation and value of Sunrise’s products and services for our residents, families, and team members and targeted referral sources.
Meet all financial close deadlines; pull and analyze pre-close reports each day to validate business results.
Review Profit & Loss (P&L) and pre-close trends to ensure accuracy of month end close; communicate irregularities with Area Director Accounting & Analysis (ADAA).
Present necessary financial schedules, reports, and reconciliations to support the owner and financial audits.
Record adjusting journal entries and closing entries as needed.
Assist the Executive Director with maintaining report used to manage community revenues and costs.
Assist the Executive Director with preparing P&L variance report.
Assist the Executive Director in completing the annual community budget.
Understand and manage the department budget to include labor/labour and other expenses and its impact on the community’s bottom line.
Review monthly financial statements and implement plans of action around deficiencies.
Process and submit monthly expenses and budget data timely per Sunrise policies and internal business controls.
Coordinate with the community team to achieve maximum staff economies and cross training when applicable.
Understand the internal cost associated with all Sunrise resident care programs.
Accounts Payable
Manage the community’s accounts payable system according to Sunrise Senior Living policy and procedures; maintain departmental checkbooks, review and analyze accounts payable output reports.
Prepare accruals and reversals; correct and adjust journal entries as necessary.
Oversee and ensure the processing of invoices with the proper approvals and coding.
Maintain the Department Per Resident Day (PRD) Checkbook each month and ensure expenses incurred but not invoiced or paid within the current accounting period are properly accrued.
Responsible for the processing of fixed asset purchases for approved projects / purchases.
Risk Management & General Safety
Review, read, notate and initial Daily Log to document and learn about pertinent information.
Partner with community team to ensure community is in compliance with national/provincial regulations pertaining to occupational health and safety requirements and promotion of Risk Management programs and policies; adherence to safety rules and regulations.
Practice safety procedures at all times including Personal Protective Equipment (PPE), fire extinguishers, MSDS (Material Safety Data Sheets), and Lockout Tagout.
Training, Leadership and Team Member Development
Manage the department, including but not limited to: recruiting, hiring, training, coaching and disciplining.
Partner in the delivery and participation in Sunrise University Training and self-study programs during the required timeframe.
Develop a working knowledge of state/province regulations, ensure compliance through supervising and coaching team members.
Achieve the Team Member Engagement goals and actively lead in the Engagement Improvement Planning sessions.
Complete team member staffing and scheduling according to operational and budgetary guidelines.
Review of timekeeping practices and payroll reports daily to ensure all hours worked are recorded and appropriately paid.
Conduct timely performance appraisals with meaningful conversations.
Hold team accountable and corrects actions when necessary and documents.
Attend regular meetings; Stand Up, Cross Over, Department Head Meetings, Town Hall, Quality Improvement, and others as directed by the Executive Director.
Keep abreast of professional developments in the field by reading, attending conferences and training sessions.
Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met.
Perform other duties as assigned.
Core Competencies
Adaptive
Building Customer Loyalty
Building Strategic Working Relationships
Building a Successful Team
Building Trust
Coaching for Success
Communication
Decision Making
Driving for Results
Facilitating Change
Leading through Vision and Values
Managing Conflict
Planning and Organizing
Presentation and Training Delivery
Quality Orientation
Stress Tolerance
Technical / Professional Knowledge
Experience and Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.
Bachelor’s degree in accounting required
Four (4) years supervisory and management experience including hiring staff, coaching, performance management, daily operations supervision, discipline, and counseling in the accounting field with exposure to accounting services within a senior housing and/or healthcare environment
CPA preferred
Ability to handle multiple priorities
Ability to delegate assignments to the appropriate individuals based on their skills, roles and interests
Possess written and verbal skills for effective communication and the ability to facilitate small group presentations
Competent in organizational, time management skills
Demonstrates good judgment, problem solving and decision-making skills
Demonstration of proficiency in computer skills, Microsoft Office (Windows, Outlook, Excel) and Sunrise applications with the ability to learn new applications
As applicable, all Sunrise team members who drive a Sunrise vehicle must review and sign the Driver job description and understand the key essential duties for safety and regulatory compliance
Ability to work weekends, evenings and flexible hours, available for our customers at peak service delivery days and times
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