About The Position

The Senior Accountant manages accounting engagements for a portfolio of small to mid-sized clients, including complex organizations, with a focus on the healthcare niche. The role delivers high-quality client service, supports clients’ financial operations, and contributes to team development and business growth. The Senior Accountant serves as a primary contact for client questions and day-to-day financial matters, independently managing multiple engagements while meeting deadlines and budgets. The position includes reviewing reconciliations, journal entries, financial statements, and management reports; preparing complex reconciliations, adjusting entries, financial reporting, and 1099 filings; and supporting month-end close, grant accounting, budgeting, forecasting, and cash flow projections. The role also involves analyzing financial activity and variances, handling invoicing and collections, advising clients on spending variances, maintaining depreciation and amortization schedules, and identifying process improvements and operational efficiencies.

Requirements

  • Bachelor's degree in Accounting or a related field, or equivalent experience.
  • At least 4 years of accounting experience.
  • Ability to manage multiple client engagements simultaneously while meeting deadlines and budgets.
  • Strong analytical and problem-solving skills.
  • Strong client service and communication abilities.
  • Ability to explain financial information to non-accounting audiences.
  • Strong initiative, accountability, and attention to detail.
  • Comfort navigating fast-paced client environments.
  • Ability to develop and maintain effective client relationships.

Nice To Haves

  • Experience working in the healthcare niche, including physician and dental practices.
  • CPA or another advanced accounting certification.
  • Experience leveraging modern cloud-based accounting technologies, automation tools, and reporting solutions.
  • Experience supporting multiple clients or working within a professional services environment.

Responsibilities

  • Provide accounting support for a portfolio of small to mid-sized clients, including complex organizations.
  • Review account reconciliations and prepare complex bank, credit card, and loan reconciliations.
  • Review standard journal entries and prepare non-standard adjusting entries.
  • Analyze financial activity and identify variances or irregularities.
  • Manage customer invoicing, statement distribution, and collections activities.
  • Review accounts payable transactions and advise clients on spending variances.
  • Prepare and file complex 1099 reporting.
  • Assist with grant accounting, including budget preparation, invoicing, and financial reporting.
  • Serve as a primary contact for client questions and day-to-day financial matters.
  • Prepare month-end close support and financial reporting packages.
  • Review financial statements and client-specific management reports.
  • Maintain depreciation and amortization schedules.
  • Perform budget-to-actual variance analyses.
  • Support budgeting, forecasting, and cash flow projection activities.
  • Manage multiple client engagements while meeting deadlines and budgets.
  • Contribute to team development by mentoring and supporting team members.
  • Identify process improvements and operational efficiencies.

Benefits

  • Programs and benefits that encourage growth and development and align with associates’ needs and goals.
  • Benefits focused on physical and mental health.
  • Paid time off for volunteering and diversity-related activities.
  • Flexible work arrangements.
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