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.