Physician Financial Services Consultant III

This position is in TPMG Physician Services group which administers the physician employee stock and loan programs and ensures accurate recording of transactions in accordance with US GAAP. Under general supervision, the role maintains loan program subsidiary ledgers, prepares month end close journals and account reconciliations, analyzes account transactions, resolves reconciling items, and prepares periodic reporting for Senior Leadership. The role is also responsible for the development, administration, and maintenance of the physician employee stock and loan programs and provides customer service to physician employees, communicating stock and loan program terms and responding to physician questions. The role includes elements of accounting, customer service, financial reporting and analysis, and systems. Because there are significant tax consequences of the stock and loan programs, candidates should have the ability to understand and apply the applicable rules to specific situations. The role partners with team members to troubleshoot and resolve system issues and perform UAT when needed. This group interacts with TPMG physicians, senior management, and other internal stakeholders therefore effective communication, coordination, and collaboration are essential for success in this role.

This individual contributor is primarily responsible for stock and loan program administration, supporting financial transactions and analyses, internal and external reporting, and internal and external audits while ensuring compliance with policies and procedures.

This position reports to the Sr. Manager, Accounting – Physician Loan Services.