Accountant, Staff II - WFH majority of time

Primal Health Limited Partnership•Plano, TX

42d•Hybrid

About The Position

This role supports daily accounting operations across five business units, ensuring accuracy, consistency, and strong financial controls. The position requires experience in manufacturing, e-commerce, cost accounting, and intercompany reconciliation/s. Key responsibilities include managing bank and credit card reconciliations, commission calculations, and balance sheet accounts. This role works closely with the Chief Financial Officer during month-end, quarterly, and annual close processes and must be able to operate independently while contributing to a collaborative, team-oriented environment. Strong communication skills and the ability to clearly present financial information is essential.

Requirements

Bachelor’s degree in accounting, Finance, or a related field required.
2-5 years in Finance and/or Accounting.
Experience with journal entries and reconciliations.
Proficiency in QuickBooks (required).
Proficiency in Microsoft Excel.
FishBowl Client
NetSuite
Avalara
Google Sheets
Strong attention to detail and accuracy.
Effective organization and time management skills.
Ability to manage high-volume workload and meet deadlines.
Strong communication and follow-up skills.
Ability to work independently and collaboratively.

Nice To Haves

Experience managing multiple cost centers or entities preferred.

Responsibilities

Analyze monthly profit and loss statements and balance sheet accounts to ensure accurate financial reporting and proper documentation including related journal entries.
Maintain the accuracy and integrity of the general ledger.
Process commissions, merchant processor fees, reserves, and other non-routine transactions across banking, credit card, and payment platforms.
Prepare and maintain supporting documentation and workpapers for journal entries to ensure accuracy and audit readiness.
Calculate and record commission payments for physicians and copywriters.
Perform reconciliations across bank accounts, credit cards, payment processors, and accounting records.
Assist the CFO with monthly sales tax review and related reporting.
Investigate discrepancies and collaborate with internal teams to resolve transaction or classification issues.
Maintain accurate financial records through detailed review and documentation of account activity.
Track and reconcile financial activity across merchant processors and revenue platforms.
Support team members by assisting with financial systems and transaction classification questions.
Support Accounts Payable and Receivable processes as needed.
Cost Accounting experience necessary.
All other duties as assigned.