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.