Position/Job Summary

The Senior Accountant is responsible for performing advanced accounting and financial reporting functions to ensure the accuracy, integrity, and timeliness of the organization’s financial records. This role plays a key part in month-end and year-end close processes, general ledger maintenance, account reconciliations, financial analysis, and compliance with company policies, Generally Accepted Accounting Principles (GAAP), and applicable regulatory requirements.

The Senior Accountant works collaboratively with internal departments, clients, and finance leadership to support budgeting, forecasting, audit preparation, and continuous process improvement initiatives. This position exercises independent judgment, maintains strong internal controls, and provides technical guidance and cross-functional support to promote accurate financial operations across the organization.

Key Responsibilities & Duties:

Prepare, review, and post journal entries related to revenue recognition, payroll, accruals, and intercompany transactions
Perform monthly, quarterly, and annual balance sheet and bank reconciliations
Analyze income and expense accounts for accuracy, trends, and reasonableness
Assist with preparation of financial statements, management reports, and supporting schedule
Support annual budgeting and forecasting processes
Maintain and reconcile general ledger accounts and subsidiary ledgers
Collaborate with Accounts Payable, Accounts Receivable, and Payroll team to ensure accurate data flow and coding consistency
Assist with external audits, tax reporting support, and compliance documentation
Prepare and analyze variance reports and financial analytics using Excel or financial software
Maintain organized electronic and/or physical accounting records in accordance with retention policies
Identify and recommend improvements to accounting procedures, automation, and internal controls
Provide cross-training or technical guidance to accounting staff as needed
Respond professionally to internal and external financial inquiries
Participate in ERP upgrades, testing, or financial system implementations
Perform other related duties as assigned
Contribute to a strong client relationship through positive interactions with client personnel
This exempt position is expected to maintain a full-time work schedule and may require additional evening or weekend hours during peak reporting periods or critical deadlines, consistent with business needs

KNOWLEDGE, SKILLS AND ABILITIES

Professional written and verbal communication skills with the ability to interact appropriately with vendors, employees, and leadership
Advanced knowledge of Generally Accepted Accounting Principles (GAAP) and general accounting practices
Advanced proficiency in Microsoft Excel, including pivot tables, complex formulas, financial modeling, and data analysis
Ability to analyze financial trends, variances, and account anomalies and provide recommendations to management
Experience evaluating and improving accounting workflows, automation tools, and internal controls
Strong analytical, problem-solving, and organizational skills
Experience with ERP or accounting software systems and financial reporting tools
Ability to manage multiple deadlines, prioritize tasks, and work independently with minimal supervision
High level of discretion when handling confidential financial and payroll information
Collaborative team orientation and ability to work cross-functionally with multiple departments

CREDENTIALS/EDUCATION/EXPERIENCE

Bachelor’s degree in Accounting, Finance, or related field required
5–8 years preferred (minimum 3–5 years) of progressive accounting or financial reporting experience
Healthcare, multi-entity, or corporate accounting experience preferred
CPA or CPA-track preferred but not required

PHYSICAL DEMANDS

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods of sitting and working on a computer

• Occasional standing, walking, bending, or reaching

• Ability to lift or move items up to 10–15 pounds occasionally

• Visual acuity sufficient for computer and document review

WORK ENVIRONMENT

This position operates primarily in a professional office setting and requires regular on-site attendance at the assigned work location. The role involves routine use of standard office equipment such as computers, phones, printers, and scanners. The noise level is typically moderate. Attendance at scheduled department meetings, trainings, and occasional cross-functional meetings is expected as part of normal job duties. Occasional movement within the office or file-storage areas may be required.