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Chief Executive Officer
FORVIS' Executive Search Practice, Greensboro
Careers with our clients through FORVIS | Executive SearchOur client, Eagle Physicians & Associates, P.A., is a Greensboro, NC medical group with over 400 employees, 15 locations and additional departments such as pathology and physical therapy. Eagle Physicians is associated with the Triad Healthcare Network and the local Cone Health ACO. They are also a shareholder of Stratum Med Inc. Among their top priorities are providing top of the line diagnosis and treatment and continuity of care.Eagle Physicians & Associates, P.A. is looking to fill a Chief Executive Officer role. The Board of Directors will have oversight of this role and the CEO will oversee several positions including the COO, CFO, CHRO, and more. This individual will serve as a strong leader who cares for and facilitates the group's current and future growth. The CEO will also pay special attention to and foster the overall culture of the group. This individual will also ensure oversight of group processes and compliance and will possess and understanding of the healthcare field. Networking and promotion of the medical group will also be required.For additional information please visit: https://www.eaglemds.com/Responsibility Examples (The following is not an exhaustive list) Commitment to Eagle's Mission, Vision and Values;Participates with the Board of Directors in the development and implementation of strategic plans;Ensures the attainment of Eagle objectives through the selection, development, organization, motivation, management, evaluation and promotion of the departments and subordinates he/she oversees;Establishes a culture of collaboration and integration that enhances the provision of excellent patient care and improved patient satisfaction;Supports innovation and creativity;Oversees strong workforce development through recruitment and retention, employee and physician satisfaction and engagement, maximizing growth potential of employees and physicians;Effectively engages in and establishes strong working relationships with Eagle employees, physicians and the community, establishing leadership confidence, trust and respect;Encourages growth and empowerment of senior subordinates;Engages in strong succession planning;Embraces diversity as a strategic advantage;Maximizes operational efficiencies to provide the highest quality of safe and appropriate patient care and employee and physician work environments;Ensures regulatory and other compliances;Establishes and supports effective communications throughout the organization;Actively participates in physician recruitment;Builds on the current fiscal foundation to enhance financial strength through proper management and oversight; proactively leading the organization in a challenging, competitive and more regulated environment to meet short and long term goals of profitability and sustainability;Has integrity, is accountable, honest, transparent and timely;Is motivating, positive, respectful, courteous, enthusiastic and inspirational;Supports planning and development of growth projects and guides the development of new services, specialties and facilities;Has keen ability to retain and maneuver high volume of detail, in addition to functioning creatively and strategically;Has the ability to understand physicians' and caregivers' perspectives;Is able to be decisive and confidently and respectfully communicate those decisions even when unpopular;Works towards consensus building;Excels at negotiations;Has strategic and visionary thinking and is willing to take appropriate risks;Demonstrates in-depth knowledge of changes in the local and national health care field;Provides vision, giving Eagle the ability to thrive as an innovative practice;Has maturity in judgment, broad thinking and is professional and intellectually agile;Researches, advises and recommends potential actions to the Board of Directors;Fosters a smoothly functioning, efficient organization through anticipating problems and the timely and effective resolution of disruptions;Seeks opportunities to improve cost-effectiveness. Makes adjustments to changing circumstances to minimize adverse impact on patient care and productivity;Participates on committees including, but not limited to Board of Directors, Executive Committee, Finance, Retirement Plan, Diversity, EMR Steering, and Chairpersons' Quality Committee;Participates on taskforces as indicated;Effectively prioritizes duties and tasks and deals with work pressure and demands gracefully. Appears to have a reasonable balance between work and personal needs;Maintains patient, personnel and business confidentiality;Performs additional duties as required.Qualifications / RequirementsKnowledge, Skills and Abilities: Understanding of and appreciation for the culture and environment associated with managing a complex service organization in a competitive, turbulent, market driven atmosphere.Evidence of the ability to develop and work with involved, qualified Board members.Evidence of the ability to interact, relate to, work with, and support the activities of highly qualified, dynamic physicians.Knowledge and experience in establishing and/or developing new entities such as Accountable Care Organizations and the Patient Centered Medical Home.Continually educates him/herself and the organization in the changing waves of the Affordable Care Act, Patient Centered Medical Home and other laws and their impact on the organization.Ability to delegate responsibility to senior subordinates, allowing them the room to identify ways and means to accomplish specific goals and objectives.Education, Experience, Training:MBA or MHA and 5+ years experience as a chief executive, vice president or other senior-level executive in an outpatient multi-specialty health care setting with a wide scope of health care knowledge and experience.Strong physician relations and understanding of physician practice management.Managed care experience and knowledge value-based care.For additional information please contact: Mike Hill Senior Leader | Healthcare Executive [email protected]://www.linkedin.com/in/mikedhill/About FORVIS Executive Search:Finding the right talent is critical to your success. FORVIS' Search team maintains a dedicated healthcare practice, with hundreds of relationships coast to coast, a strong commitment to the industry, and active participation in healthcare.As part of a top 10 CPA firm, Search offers a broad range of resources and consulting services. Our professionals work closely with colleagues at FORVIS in assurance, tax, and consulting services to help our clients succeed.Our regular engagement with senior executives and others in the industry adds to our understanding of your opportunities and challenges. It also helps maintain a talent pool stocked with high-quality candidates at the C-Suite and senior management levels.
ESOP Administrator
American Trust, Greensboro
Job Summary:This position specializes in the compliance of ESOP qualified retirement plans. Primary responsibilities are to assist with plan administration and quality control of recordkeeping and administration.Duties/Responsibilities:Responsible for the overall client engagement start to finish.A clear understanding of technical issues, and the ability to clearly demonstrate both orally and in writing.The ability to communicate with Advisors, CPAs, and Attorney's as it pertains to the plan is a must.Overseeing specific work duties include annual/quarterly valuations, compliance testing, financial and government (Form 5500) reporting, plan audit support and plan document services.Knowledge of legislative regulations of defined contribution plans including, but not limited to, 401(k) and ESOP/KSOPs.Interacts with team members and colleagues at all levels.Documents all procedures and processes.Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.Review of distributions and loans, testing, Form 5500 and plan documents.Must be a team player and be able to work independently; the ability to perform quality work in a fast-paced environment and meet supported deadlines.Required Skills/Abilities:College degree or relevant work experience7+ years' experience in complex defined contribution plan administration including ESOPs.QKA (Qualified 401(k) Administrator) designation preferred.Experience in working with leveraged ESOPs is a plus.Organization and communication skills are a must.Flexibility to work extended hours, during peak activity months.Government filings such as Form 5500, VCP and DFVCP requests.Compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests.Experience with complex ESOP compliance testing such as §409(p), §415 testing and fair value testing is a plus.Willingness to work on 401(k), 403(b), and 457(b) plans in addition to ESOP retirement plansStrong computer skills, including Microsoft Office (Excel, Outlook and Word)Experience with Relius required.Experience in a Customer-facing environment required.Demonstrated relational skills such as diplomacy, judgment, decision making and discretion.Demonstrated critical thinking abilities.Initiative, creativity, and energetic active engagement in all work responsibilities.Multi-task, prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.Demonstrated professional business skills and demeanor.Demonstrated ability to identify and problem solve complex situations.Apply judgment with respect to high level business impact and risk.Who We Are:EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.What We Offer:Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).Applications will be accepted on an ongoing basis.