Accounting Coordinator

Conversio Health•San Luis Obispo, CA

9d•Onsite

About The Position

The Accounting Coordinator is responsible for maintaining accurate financial records, supporting month-end close, state sales tax reports and filings and managing the full accounts payable cycle. This role combines inventory accounting responsibilities with transactional AP functions and weekly cash flow forecasting and monitoring. The ideal candidate will bring a deep understanding of full-cycle accounting and the ability to provide accurate and timely financial information that supports operational planning and decision-making. The Accounting Coordinator will be a hands-on, detail-oriented, and execution-focused individual. The role requires building collaborative relationships across departments to improve cash flow planning, inventory tracking, forecasting accuracy, and overall financial operations. This is a full-time, onsite position at our San Luis Obispo, California office.

Requirements

Associate’s degree in Accounting, Finance, or related field preferred; Bachelor’s degree a plus.
1+ years of relevant accounting experience, with preferred experience supporting inventory and cost accounting processes.
Advanced Excel skills (pivot tables, lookups, sumifs, charts, financial modeling, etc.).
Proficient in QuickBooks or equivalent accounting ERP.
Strong knowledge of U.S. GAAP, with practical application of inventory accounting principles in an operational, process-drive environment.
Effective communicator with cross-functional collaboration skills.
Strong time management and ability to prioritize in a fast-paced environment.
Uphold high ethical standards and maintain confidentiality of sensitive data.

Nice To Haves

Experience in a healthcare, pharmacy, or regulated industry is a plus.

Responsibilities

Process vendor invoices accurately and timely, ensuring proper coding, approvals, and supporting documentation.
Maintain vendor records and responses to vendor inquiries regarding payments and balances.
Prepare and process weekly check runs and electronic payments.
Reconcile the accounts payable subledger to the general ledger.
Monitor outstanding payables and ensure compliance with payment terms.
Assist with W-9 collection, 1099 tracking, and preparation.
Prepare and maintain a weekly cash flow forecast focused on near-term liquidity and payment timing, incorporating accounts payable, payroll, and known inflows.
Partner with management to prioritize payments based on cash availability.
Support inventory costing process execution, including accurate recording and tracking of raw materials, compounded medications, and finished goods based on established reports and procedures.
Prepare monthly COGS journal entries by compiling data from established inventory and production reports, utilizing predefined Excel tools and reconciliations, and recording results in the general ledger.
Provide timely inventory reporting and cost data to support purchasing and supply planning activities.
Collaborate with operations and procurement to enhance visibility into inventory turnover, obsolescence, and safety stock requirements.
Prepare monthly inventory valuation support schedules and journal entries in accordance with established accounting policies and procedures.
Month-end close process for cash, AP, inventory, COGS, and payroll accounts, among others, including journal entries, reconciliations, and consolidation of entities.
Support full-cycle accounting including AR, Fixed Assets, and general ledger accounts.
Support and assist in analyzing financial statements (Income Statement, Balance Sheet, Cash Flow).
Track and reconcile capital expenditures, including asset depreciation.
Prepare monthly labor allocation costs to appropriate cost centers.
Serve as the finance team’s point of contact for internal quarterly/annual inventory cycle counts.
Perform variance analysis on across accounting periods and key ratios.