What are the responsibilities and job description for the Accounting Coordinator position at Conversio Health?
Description
The Accounting Coordinator is responsible for maintaining accurate financial records, supporting month-end close, state sales tax reports and filings and managing the full accounts payable cycle. This role combines inventory accounting responsibilities with transactional AP functions and weekly cash flow forecasting and monitoring. The ideal candidate will bring a deep understanding of full-cycle accounting and the ability to provide accurate and timely financial information that supports operational planning and decision-making. The Accounting Coordinator will be a hands-on, detail-oriented, and execution-focused individual. The role requires building collaborative relationships across departments to improve cash flow planning, inventory tracking, forecasting accuracy, and overall financial operations. This is a full-time, onsite position at our San Luis Obispo, California office.
Job Responsibilities
Accounts Payable
Education, Training, and Experience
Conversio Health is an innovative chronic condition management company that serves as a key link between the patient, the physician, and the health plan. It has developed a completely new approach for chronic respiratory condition management that combines proprietary technologies, customized medication therapies, with a multidisciplinary care team to deliver improved clinical and financial outcomes, and higher patient satisfaction. Its unique, high touch pharmacy model provides home delivery services, personalized patient education and support, and disease progression and medication effectiveness monitoring to prevent unnecessary hospitalizations before they occur. Conversio enables a higher level of care coordination across the care continuum and has a proven track record of lowering its health plan partners’ drug cost and improving clinical outcomes for thousands of patients with COPD and Asthma across the United States.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
The Accounting Coordinator is responsible for maintaining accurate financial records, supporting month-end close, state sales tax reports and filings and managing the full accounts payable cycle. This role combines inventory accounting responsibilities with transactional AP functions and weekly cash flow forecasting and monitoring. The ideal candidate will bring a deep understanding of full-cycle accounting and the ability to provide accurate and timely financial information that supports operational planning and decision-making. The Accounting Coordinator will be a hands-on, detail-oriented, and execution-focused individual. The role requires building collaborative relationships across departments to improve cash flow planning, inventory tracking, forecasting accuracy, and overall financial operations. This is a full-time, onsite position at our San Luis Obispo, California office.
Job Responsibilities
Accounts Payable
- Process vendor invoices accurately and timely, ensuring proper coding, approvals, and supporting documentation.
- Maintain vendor records and responses to vendor inquiries regarding payments and balances.
- Prepare and process weekly check runs and electronic payments.
- Reconcile the accounts payable subledger to the general ledger.
- Monitor outstanding payables and ensure compliance with payment terms.
- Assist with W-9 collection, 1099 tracking, and preparation.
- Prepare and maintain a weekly cash flow forecast focused on near-term liquidity and payment timing, incorporating accounts payable, payroll, and known inflows.
- Partner with management to prioritize payments based on cash availability.
- Support inventory costing process execution, including accurate recording and tracking of raw materials, compounded medications, and finished goods based on established reports and procedures.
- Prepare monthly COGS journal entries by compiling data from established inventory and production reports, utilizing predefined Excel tools and reconciliations, and recording results in the general ledger.
- Provide timely inventory reporting and cost data to support purchasing and supply planning activities.
- Collaborate with operations and procurement to enhance visibility into inventory turnover, obsolescence, and safety stock requirements.
- Prepare monthly inventory valuation support schedules and journal entries in accordance with established accounting policies and procedures.
- Month-end close process for cash, AP, inventory, COGS, and payroll accounts, among others, including journal entries, reconciliations, and consolidation of entities.
- Support full-cycle accounting including AR, Fixed Assets, and general ledger accounts.
- Support and assist in analyzing financial statements (Income Statement, Balance Sheet, Cash Flow).
- Track and reconcile capital expenditures, including asset depreciation.
- Prepare monthly labor allocation costs to appropriate cost centers.
- Serve as the finance team’s point of contact for internal quarterly/annual inventory cycle counts.
- Perform variance analysis on across accounting periods and key ratios.
Education, Training, and Experience
- Associate’s degree in Accounting, Finance, or related field preferred; Bachelor’s degree a plus.
- 1 years of relevant accounting experience, with preferred experience supporting inventory and cost accounting processes.
- Advanced Excel skills (pivot tables, lookups, sumifs, charts, financial modeling, etc.).
- Proficient in QuickBooks or equivalent accounting ERP.
- Strong knowledge of U.S. GAAP, with practical application of inventory accounting principles in an operational, process-drive environment.
- Effective communicator with cross-functional collaboration skills.
- Strong time management and ability to prioritize in a fast-paced environment.
- Uphold high ethical standards and maintain confidentiality of sensitive data.
- Experience in a healthcare, pharmacy, or regulated industry is a plus.
- Competitive salary
- Full benefits (Medical, Dental, Vision, Life)
- Company-matched 401(K) plan
- Paid Time Off
Conversio Health is an innovative chronic condition management company that serves as a key link between the patient, the physician, and the health plan. It has developed a completely new approach for chronic respiratory condition management that combines proprietary technologies, customized medication therapies, with a multidisciplinary care team to deliver improved clinical and financial outcomes, and higher patient satisfaction. Its unique, high touch pharmacy model provides home delivery services, personalized patient education and support, and disease progression and medication effectiveness monitoring to prevent unnecessary hospitalizations before they occur. Conversio enables a higher level of care coordination across the care continuum and has a proven track record of lowering its health plan partners’ drug cost and improving clinical outcomes for thousands of patients with COPD and Asthma across the United States.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.