Senior Accountant

Position Summary

The Senior Accountant is responsible for maintaining the integrity of the general ledger, preparing accurate financial reports, supporting month-end and year-end close processes, ensuring compliance with GAAP, and assisting with audits, budgeting, and financial analysis. This role serves as a key resource within the accounting team and contributes to process improvement and internal control initiatives.

Key Responsibilities

Financial Reporting & General Ledger

·        Responsible for assigned duties during the month-end close process, including journal entries and account reconciliations

·        Ensure timely and accurate month-end and year-end close activities.

·        Maintain and update general ledger

·        Download reports from Patient Management Systems (PMS)

• Use Power BI for research and downloading data from PMS.

·        Analyze financial data and provide recommendations for improvement

·        Ensure compliance with accounting principles and company policies

·        Assist with tax filings (property tax)  

·        Perform other accounting tasks as assigned

Account Reconciliations & Analysis

·        Perform balance sheet, and intercompany reconciliations.

·        Investigate and resolve accounting discrepancies.

·        Analyze financial results and identify trends or variances when compared month over month and compared to budget.

·        Assist FP&A team with budgeting and forecasting when needed.

·        Support cash flow and operational reporting.

Process Ownership & Improvement

·        Maintain Accounting policies and standard operating procedures (SOPs).

·        Identify and implement automation opportunities to improve efficiency and reduce manual work.

·        Optimize workflows across ERP, payment platforms, and reporting tools.

·        Partner with IT and finance leadership on system enhancements.

Team Leadership

·        Mentor other accounting staff, ensuring productivity, accuracy, and adherence to deadlines.

·        Assist team members and provide ongoing coaching.

·        Serve as first escalation point for complex reconciliation issues.

Compliance & Controls

·        Ensure compliance with GAAP and company accounting policies.

·        Support development and maintenance of internal controls.

·        Assist with implementation of process improvements and standard operating procedures.

·        Maintain documentation supporting financial transactions.

·        Maintain compliance with healthcare payment and financial regulations

Audit & Tax Support

·        Prepare schedules and documentation for external audits.

·        Assist with annual financial statement audits.

·        Support tax filings and compliance requirements.

·        Respond to auditor inquiries and information requests.

Business Partnership

·        Collaborate with operations, payroll, AP, AR, and FP&A teams.

·        Support acquisitions, integrations, and special projects as assigned.

Qualifications

·        Bachelor’s degree in Accounting or Finance.

·        CPA preferred or actively pursuing certification.

·        4-7 years of progressive accounting experience.

·        Strong knowledge of GAAP and financial reporting.

·        Experience with ERP systems (Sage Intacct preferred).

·        Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and financial analysis.

·        Strong analytical, organizational, and problem-solving abilities.

·        Excellent written and verbal communication skills.

·        Effective communication and cross-functional collaboration skills.

Preferred Skills

·        Multi-entity accounting environment.

·        Healthcare or dental practice management organizations.

·        Ability to manage competing priorities in a fast-paced environment.

·        Revenue recognition, lease accounting, and fixed asset accounting.

·        Experience with BI tools (Power BI, Tableau)

Success Metrics

·        Complete close processes timely.  

·        Account reconciliations completed timely with zero unresolved variances.

·        Design and/or implement process improvements that reduce manual workload.