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.