• Integrity: I am honest and trustworthy.  I am accountable for the impact of my actions and my words
• Spirituality: I am committed to making time for my loved ones, my community and myself.  I embrace faith, hope and forgiveness in my daily life
• Teamwork: I am collaborative and an open communicator.  I am innovative in my approach to working with others and in finding solutions to challenges.
• Compassion: I am respectful, and do not judge others.  I have concern for others and a desire to help. 
• Making a Difference: I am committed to a vision beyond myself.  I am mission-focused. 

Strategic Plan

The 20/20 Vision strategic plan, approved by Methodist Healthcare Ministries’ Board of Directors in 2020, builds upon the work the organization has done over the past 25 years. This allows the organization to look at new and innovative ways of achieving its overall goals of impacting community-level conditions with a focus on the social determinants of health.

Mission: Serving Humanity to Honor God

Vision: To be the leader for improving wellness of the least served. 

Values:

• Integrity
• Making a Difference
• Teamwork
• Compassion
• Spirituality

10 Year Goals:

• Transform Internal Processes and Culture: Transform Methodist Healthcare Ministries (MHM) culture, internal capacity and processes to advance health equity. 
• Strengthen Communities: Building upon the capacity of Thriving People and Thriving Places to reach their full potential for health and life. 
• Impact Systemic Change: Invest in efforts to address systemic and root causes of health inequity to disrupt the cycle of intergenerational poverty (focusing on food security, economic mobility, digital inclusion, and access to care). 

Community Benefit

• $1.85 billion invested in 74 Texas counties since inception
• 20,610 Patients served in 2023
• 227 Funded sites
• 90th Percentile performance in primary care services
• $445 million in grant funding since inception through 2023
• $21 million invested in Digital Equity projects 
• $3 million invested in Food Security initiatives in 2023

...and millions of dollars of other investments in the communities

• Vice President of Accounting and Controller
• Director of Administrative Services and Facilities
• Director of Financial Investments
• Director of Business Intelligence

• Provides overall direction in the preparation of annual operating and capital budgets.
• Prepares and/or reviews annual budgets as well as performance monitoring of approved budgets.
• Reviews and analyzes the monthly consolidated financial statements of MHM and related entities.
• Presents financial statements to Board of Directors and Finance Committee.
• Assists with implementation of accounting/finance related policies and procedures, as well as monitoring adherence to such policies and procedures.
• Manages the relationship with MHM's outside accounting firm, including coordination of annual audits and tax returns.
• Coordinates the external audit process and the scope of the audit with the Audit Committee.
• Completes special projects for President / CEO and for Board committees.
• Works with the Vice President of Human Resources on selecting vendors for employee benefits and on merit / salary increases on an annual basis. Assists with development of personnel policies and procedures.

Investment / Financing:

• Manages all financial aspects related to investing and financing options.
• Monitors adherence to investment and spending policy, and other financial matters.
• Manages debt arrangements and compliance with debt covenants.
• Monitors cash requirements for daily operations and forecasts future cash commitments for programs.
• Works closely with CFO of Methodist Healthcare System to monitor projected and actual cash flows to and from the partnership which directly affect MHM's financing needs.

Strategic Planning:

• Responsible for financial projections and financing options for the business plans and strategic planning processes for MHM.
• Provides input to the Executive Team in determining short and long range strategic goals to be brought to the Board.
• Serves as advisor to Board in order to ensure strategic and financial goals of MHM are met.

Compliance:

• Responsible for all communications with the Internal Revenue Service, including monitoring adherence to MHM's Closing Agreement with the IRS, and managing any IRS audits.
• Supervises compliance procedures performed on grant contracts, including internal review of compliance with operational guidelines for both internal and external grants.
• Keeps knowledgeable on current IRS regulations pertaining to 501(c)(3) entities.
• Reviews annual tax returns and performs compliance testing for adherence to IRS regulations.
• Maintains patient confidentiality and complies with all federal and state health information privacy laws. Has access to computer system containing protected health information and may have access to patient medical and dental records for purpose of audit, investigation and/or clinical practice review.

Methodist Healthcare System:

• Monitors financial and charitable performance of MHM's largest asset and key objective, Methodist Healthcare System (comprised of 13 acute care hospitals and 26 imaging centers and three ambulatory surgery centers), through participation and attendance at Board of Governors, Finance, Compliance and Ethics, & Community Benefit Committee meetings.
• Chairs the MHS Charity Committee (staff committee) which meets at least quarterly to discuss pertinent issues relating to providing and identifying hospital charity care and community benefits.

Additional:

• Provide strategic oversight of the organization's facilities, maintenance operations, and real estate portfolio to ensure efficient, safe, and cost-effective management of all physical assets.
• Travel up to 20% within the region for meetings or other business, travel up to 10% for partnership meetings and investment meetings.
• Build strong, positive relationships with key administrative and clinical leaders, firmly establishing trust and credibility.

• Candidates are required to have a minimum of eight years of top level, successful and progressive accounting or financial management experience, preferably in a healthcare provider setting or with a major CPA or consulting firm.
• Advanced knowledge of budget development, control and evaluation, financial forecasting, cost finding and analysis.
• Demonstrated experience with federal, state and local accounting standards and requirements of regulatory and accreditation agencies.
• Demonstrated knowledge and understanding of information systems, specifically financial information management and computer information technology systems.
• A strong business orientation with the ability to “go beyond the numbers” in helping the executive team identify and develop opportunities for optimizing assets and strengthening the organization’s financial performance.

Skills and Competencies

• Demonstrated experience interacting and establishing working relationships with all levels of management to include board members and community agencies.
• Demonstrated ability to communicate effectively both orally and in writing.
• Demonstrated experience making effective presentations to Board and Board Committees.
• Highly proficient analytical, negotiation, presentation and leadership skills.
• High level of proficiency and demonstrated effectiveness in problem-solving, and implementing new programs related to increased departmental and organizational operating efficiency.
• Demonstrated effectiveness in managing, directing departmental operations and management/supervisory personnel, evaluating, training and motivating performance.
• Ability to accomplish results through others. Demonstrated ability to delegate effectively and to establish clear guidelines for accountability.
• Ability to build consensus and provide strong leadership in a team environment, with the highest of professional and personal integrity.
• A strong business orientation with the ability to “go beyond the numbers” in helping the senior executive team identify and develop opportunities for optimizing assets and strengthening the organization’s financial performance.
• Highly strategic, agile, and able to handle complex business and risk issues.
• Strong executive presentation skills required including the ability to influence, negotiate and communicate effectively at all levels.
• Demonstrates a collaborative leadership style through direct, open, and honest communication.