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.