Chief Information Officer (CIO) of Financial Systems

Position Summary:

The CIO of Financial Systems is responsible for overseeing the company’s financial technology infrastructure, ensuring its alignment with regulatory standards such as the Sarbanes-Oxley Act (SOX), and managing financial reporting controls. This leadership role combines IT expertise, financial acumen, and strategic vision to drive the company’s financial systems towards efficiency, security, and compliance. The CIO will work closely with executive leadership to support the company's financial operations, including accounting, budgeting, forecasting, and financial planning, ensuring robust financial controls and timely reporting.

Essential Functions and Job Responsibilities:

Strategic Leadership:

• Lead the development, implementation, and maintenance of financial technology systems that support all financial operations, including accounting, budgeting, forecasting, and financial planning.
• Collaborate with the executive team to align IT strategies with corporate objectives, ensuring that financial systems are effective, scalable, and meet the organization’s needs.
• Provide guidance on the strategic direction of the company’s financial technology infrastructure, driving innovation and improvement in financial reporting and management systems.

Financial Systems Management:

• Oversee the integration, optimization, and enhancement of financial systems and applications, ensuring they meet the needs of the organization for accuracy, efficiency, and scalability.
• Manage the financial planning, risk management, and reporting processes, ensuring accurate and timely financial reports, forecasts, and analyses for the board and executive leadership.
• Continuously assess and improve the functionality of financial systems, ensuring seamless and integrated operations that support company growth.

SOX Compliance and Internal Controls:

• Ensure that all financial systems and related processes comply with Sarbanes-Oxley (SOX) requirements, implementing and maintaining internal controls, policies, and procedures to mitigate financial risks.
• Lead and manage audits, ensuring any material weaknesses in internal controls over financial reporting are addressed and remediate in a timely manner.
• Establish and maintain compliance protocols to meet legal, regulatory, and ethical standards, minimizing the risk of financial reporting inaccuracies.

Financial Compliance in Healthcare:

• Implement robust internal controls, regular audits, and reviews of financial transactions, billing, and reimbursement procedures to ensure compliance with healthcare regulations and Generally Accepted Accounting Principles (GAAP).
• Ensure timely, accurate financial reporting to regulatory bodies, stakeholders, and the public to maintain trust and transparency in the company’s financial operations.

Vendor Management:

• Evaluate, negotiate, and manage relationships with financial technology vendors, ensuring service level agreements (SLAs) are met and maximizing vendor relationships for cost-effectiveness and system performance.
• Maintain partnerships with key vendors to ensure system availability, support, and compliance with industry standards.

Team Leadership:

• Lead, mentor, and develop a team of IT and finance professionals, fostering a culture of excellence, collaboration, and ethical conduct.
• Ensure the team remains up to date on the latest trends and best practices in financial systems and technologies, encouraging continuous learning and technical proficiency.

Budgeting and Financial Oversight:

• Develop and manage the IT Finance department’s budget, ensuring appropriate resource allocation to support financial systems, compliance initiatives, and operational efficiency.
• Perform financial analysis and regular reviews to ensure adherence to budget and to achieve positive financial outcomes.
• Maintain patient confidentiality and function within the guidelines of HIPAA.
• Completes assigned compliance training and other educational programs as required.
• Maintains compliant with AdaptHealth’s Compliance Program.
• Performs other related duties as assigned.

Competency, Skills, and Abilities:

• Leadership & Team Development – Proven ability to lead, manage, and mentor cross-functional IT and finance teams, fostering high performance and continuous improvement.
• Strategic & Long-Term Planning – Align IT objectives with business goals, ensuring financial systems evolve in sync with the company’s long-term vision.
• Financial & Compliance Expertise – Deep understanding of financial operations, including accounting, budgeting, forecasting, and SOX compliance, within a publicly traded environment. 
• Healthcare Regulatory Knowledge – Expertise in GAAP, healthcare billing, reimbursement procedures, and financial compliance regulations.
• Project & Change Management – Exceptional ability to manage large-scale IT projects, system migrations, and financial system integrations, while driving adoption across the organization.
• Technology & Systems Expertise – Proficiency in ERP, EHR, financial reporting systems, data analytics, and business intelligence tools to enhance financial decision-making.
• Vendor & Stakeholder Management – Experience in evaluating, negotiating, and managing technology vendors and service agreements for cost-effective and high-performance solutions.
• Problem Solving & Analytical Skills – Strong ability to assess financial systems, identify inefficiencies, and implement process improvements.
• Communication & Presentation – Excellent ability to convey complex financial and technical information to executive leadership, auditors, and regulatory bodies.
• Regulatory & Risk Management – Expertise in maintaining SOX compliance, internal controls, and risk mitigation strategies to ensure financial integrity and transparency.

Education and Experience Requirements:

• Bachelor’s degree in Computer Science, Information Management, or equivalent; Master’s degree preferred.
• Minimum of 10 years’ progressive experience in information technology, with at least 3 years in a healthcare environment.
• Minimum of 3 years’ experience with electronic health record (EHR) systems — evaluation, implementation, operation, and training.
• 7 years’ Senior-Level Management experience, ideally within a healthcare setting.
• Professional security management certification, such as a Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Information Systems Auditor (CISA), or similar credentials.

Physical Demands and Work Environment:

• Work environment will be stressful at times, as overall office activities and work levels fluctuate.
• Must be able to bend, stoop, stretch, stand, and sit for extended periods of time.
• Subject to long periods of sitting and exposure to computer screen.
• Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use.
• Metal ability to lead others and change processes in a fast-paced work environment.
• Excellent ability to communicate both verbally and in writing.
• Must be able to travel as needed.