Staff Accountant

Job Summary:

We are seeking a Remote Staff Accountant with a strong focus on Accounts Payable and Payroll Accounting to join our growing finance team. This role plays a critical part in ensuring timely vendor payments, accurate payroll recording, and general ledger maintenance. The ideal candidate is hands-on, process-minded, and eager to support both daily operations and month-end close activities.

This role is fully remote but will require travel 2-3 times per year.

Company Overview:

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals because we know that health requires care for the whole person. 

As a Staff Accountant at Upward Health, you will play a critical role in ensuring the accuracy and integrity of financial records. This is an ideal opportunity for a detail-oriented individual who thrives in a fast-paced environment and is passionate about supporting the growth of a healthcare organization.

Key Responsibilities:

Accounts Payable (Approximately 50% of role):

• Process vendor invoices accurately and efficiently, ensuring appropriate approvals and GL coding.


• Manage weekly and ad hoc payment runs (ACH, check, wire) and monitor outstanding payables.


• Maintain vendor records, ensure proper W-9 collection, and manage vendor onboarding process.


• Own the 1099 year-end reporting process, including vendor classification, data validation, and coordination with the third-party filing service.


• Reconcile AP subledger to the general ledger monthly and resolve discrepancies.


• Respond promptly to vendor inquiries and support procurement or budget owners with AP questions.


• Recommend and implement improvements to AP processes and internal controls.

Payroll Accounting: (Approximately 25% of role):

• Review payroll reports for accuracy and ensure payroll entries are properly recorded in the general ledger.


• Prepare and post semi-monthly or biweekly payroll journal entries, including gross wages, taxes, and benefits.


• Reconcile payroll-related accounts, such as accrued payroll, payroll clearing, and tax liabilities.


• Coordinate with HR or payroll providers (e.g., ADP, Paylocity) to resolve payroll issues as needed.


• Support audits and internal reviews by providing payroll-related reports and reconciliations.

General Accounting & Month-End Close Support (Approximately 25% of role):

• Prepare journal entries for accruals, prepaids, and other routine adjustments.


• Reconcile assigned balance sheet accounts and ensure documentation is complete and accurate.


• Assist with audit requests, financial reporting schedules, and account variance analysis.


• Collaborate cross-functionally with HR, FP&A, and other departments to ensure proper cost allocations.


• Support special projects and ad hoc analyses as needed, including system upgrades, policy implementation, and process improvements.

Skills Required:

• Bachelors degree in Accounting, Finance, or related field


• 1-4 years of accounting experience, preferably in a healthcare or similar environment


• Strong proficiency with accounting software (Sage Intacct, NetSuite, or similar)


• Advanced Excel skills (pivot tables, VLOOKUP, SumIf)


• Knowledge of GAAP and financial reporting standards


• Strong organizational and time-management skills


• Excellent verbal and written communication skills


• Ability to handle multiple tasks and meet deadlines 


• High attention to detail and accuracy in data entry is a must

Key Behaviors:

• Proactive Problem Solving: Takes initiative to identify issues early and seeks solutions.


• Team Collaboration: Works effectively with internal departments and external stakeholders to achieve common financial goals.


• Accountability: Takes ownership of assigned tasks, meeting deadlines and maintaining high standards of accuracy.


• Adaptability: Adjusts quickly to changes in a fast-paced, growing environment.

Competencies:

• Technical Proficiency: Demonstrates expertise in accounting principles and the use of relevant software tools.


• Attention to Detail: Ensures that all financial data is accurate, precise, and compliant with company policies.


• Time Management: Manages multiple tasks and deadlines effectively, prioritizing work as needed.


• Communication: Clearly communicates financial information to both finance professionals and non-financial team members.


• Analytical Thinking: Identifies patterns and discrepancies in financial data and provides meaningful insights to improve processes.


• Ethical Standards: Maintains integrity and confidentiality when handling sensitive financial information.

Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.

Upward Health Benefits

Upward Health Core Values

Upward Health YouTube Channel