Quick Overview
Job Description
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.