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.

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