Accountant

Job Overview
We are seeking a dynamic and detail-oriented Accountant to join our team and ensure the accuracy and integrity of our financial records. The Accountant is responsible for recording and properly documenting revenue and balance sheet activity for the company’s financial operations. This role requires a highly organized, analytical, and detail-oriented individual with a strong understanding of finance, compliance, and accounting principles. The Accountant will ensure accuracy of financial reporting, manage accounts for budgeting and forecasting, and develop processes that optimize financial reporting.

Duties

• Prepare and analyze accurate and timely monthly, quarterly, and annual financial statements (Balance Sheet, Statement of Change in Owner’s Equity, and Statement of Cash Flows) in both cash and accrual basis presentations.
• Update financial dashboard and key performance indicators to reflect practice performance.
• Present financial results and insights to leadership team.
• Review payroll related liabilities including compensation, employee benefits, health insurance, and other incentives to ensure accurate financial reporting.
• Prepare respective balance sheet areas of the annual budget, collaborating with individuals as necessary to develop comprehensive and realistic budget figures.
• Maintain financial forecasts to anticipate future financial performance.
• Monitor budget vs. actual performance and provide actionable recommendations.
• Ensure accuracy in general ledger operations including proper coding of financial transactions.
• Review accounts receivable process to ensure accurate reflection with balance sheet presentation.
• Ensure timely and accurate reconciliation of all balance sheet accounts.
• Maintain the chart of accounts for the balance sheet.
• Record daily cash flow, including monitoring bank balances, and reviewing and/or preparing daily deposits.
• Record cash disbursements and receipts.
• Participate in special projects as assigned by leadership.
• Record and classify financial transactions using QuickBooks and others
• Review bank reconciliations and general ledger reconciliations to ensure consistency across all accounts
• Prepare journal entries, account analysis, and double-entry bookkeeping to maintain accurate financial records
• Manage accounts payable and accounts receivable processes efficiently
• Conduct balance sheet reconciliation and account analysis to verify data integrity
• Review payroll processing
• Generate financial reports, including income statements, cash flow statements, and budgets for internal review and external reporting
• Support budgeting activities by tracking expenses against forecasts and analyzing variances

Skills

• 5-7 years of progressive accounting experience
• Bachelor’s degree in Accounting. CPA certification highly preferred.
• Strong understanding of Generally Accepted Accounting Principles (GAAP)
• In-depth knowledge of financial regulations and compliance requirements
• Proficiency with accounting software (ex. Quickbooks, Sage, Intacct, Netsuite) and strong Excel skills
• Experience with medical practice management software and electronic health records (EHR) systems is a plus.
• Excellent analytical, problem-solving, and decision-making skills
• Exceptional communication (written and verbal) and interpersonal skills, with the ability to effectively collaborate with all levels of staff.
• Ability to handle patient medical information discreetly and in compliance with HIPAA
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• High level of integrity, accuracy and attention to detail.
• Excellent organizational, time-management, and data management skills
• Strong understanding of corporate accounting principles
• Knowledge of balance sheet reconciliation, general ledger accounting, debits & credits, journal entries, and double-entry bookkeeping
• Experience with account reconciliation, bank reconciliation, accounts payable/receivable management, and payroll processing
• Familiarity with tax experience related to financial reporting and compliance requirements
• Excellent analytical skills for account analysis and technical accounting tasks
• Strong organizational skills with attention to detail in bookkeeping activities
• Effective communication skills for financial report writing and collaboration with teams

Join us in a role that combines precision with purpose! Your expertise will directly support our organization’s financial health while providing opportunities for professional growth. We are committed to fostering a positive work environment where your skills make a meaningful impact every day.

Job Type: Part-time

Work Location: In person