Dallas, TX Job Id: 2607 # of Openings: 1

Title: Manager of Treasury and Risk Management

Job Type: Fulltime

Location: Headquarters - 12770 Merit Dr., Suite 800, Dallas, TX 75251

Job Summary:

The Manager of Treasury and Risk Management is responsible for the management of Beacon’s daily in-flows and out-flows of cash in all forms, it’s daily relationship with it’s primary bank (PNC Bank) and all secondary banks, credit card partner, leasing companies, and other financial institutions, as well as it’s risk management broker (Lockton) and all secondary brokers, underwriters, outside legal counsel, and other claims related providers.

This is a high-impact individual contributor role responsible for managing day-to-day liquidity, banking relationships, and financial risk across a growing national footprint. The role requires a self-sufficient, detail-oriented professional—someone comfortable managing daily cash positioning while simultaneously supporting the banking and treasury integration of newly acquired practices.

Reports To: Director of Acquisition Accounting, Treasury, and Risk Management

Job Responsibilities:

Daily cash management and reporting with Beacon clinics, revenue cycle management, accounts payable, vendors for wire transfers, and others for receipts and disbursements of the business
Primary point of contact for banking relationship with PNC
Coordinate with legacy banks across geographies (e.g., Hawaii, Chicago, etc.)
Open/close bank accounts and manage signers and documentation
Ensure smooth onboarding of treasury processes for acquired entities
Corporate credit card and cash reimbursement management
Support and administer corporate insurance programs in partnership with leadership/brokers Works regularly and closely with the rest of the Accounting department, Finance, Human Resources, Revenue Cycle, Operations, and personnel at Beacon’s 100+ clinics throughout the U.S.
Develop and refine treasury policies, procedures, and controls
Identify opportunities to streamline and automate manual processes

Required Qualifications:

Bachelor’s degree in accounting, finance, or business related
Minimum of 5 years related experience working in a Treasury, Accounting, Finance, Business, Banking, or Risk Management related position.
Expert in Microsoft Excel
Excellent at prioritizing, communicating, and executing tasks and projects based on basic materiality and risk (to the company) factors.
Experience working independently, diligently, and efficiently with limited instruction.
Experience working independently, diligently, and efficiently with limited instruction
Proven ability to operate independently in a “do-it-all” treasury role
Strong understanding of bank products, cash management structures, and reconciliations
Detail-oriented with a willingness to work in a hands-on, execution-focused role
Strong organizational and problem-solving skills; able to manage multiple priorities
Ability to interact well with employees at many levels (including Surgeons) as well as external contacts such as banks and insurance companies

Preferred Qualifications:

Familiarity with risk management, claims management, and/or actuarial analysis
Experience within PE-backed healthcare, MSO, dental, or multi-site environments strongly preferred

Schedule:

In-office 4 days a week minimum, consistent with the team
Monday – Friday, day shift in a normal office environment
Travel only on rare occasions, if at all

Special Requirements:

Must live locally in the Dallas metroplex within daily driving distance of the Beacon headquarters office
Physical requirements include sitting, stooping, turning, standing, bending, walking, hearing, reading, writing, and keyboarding, lifting up to 25 lbs.
This is not an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. Management may require that other or different tasks be performed as assigned.

Benefits:

401(k) with matching
Health insurance
Dental insurance
Life insurance
Vision insurance
Referral program

Beacon Oral Specialists Management, LLC 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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Manager of Treasury and Risk Management

Job Description

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