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SUMMARY OF FUNCTIONS
The Accountant/Financial Analyst assists the Director of Finance with the processing of functional expense allocations, monthly accruals, amortization of prepaid expenses, fixed assets, depreciation and recording of adjusted and reclassified journal entries and financial modeling. Responsible for providing assistance to the President and Director of Finance, providing general financial reports, and accounting details as needed. Helps ensure the smooth operations and financial viability of the company.
COMPETENCIES
• Business Acumen
• Communication
• Consultation
• Critical Evaluation
• Relationship Management
• Ethical Practice
MAJOR DUTIES AND RESPONSIBILITIES
• Facilitates the maintenance and timely audit of appropriate financial records
• Facilitates company compliance with financial regulations and standards
• Assists with monitoring and implementing policies and procedures for accounting, asset management, debt management, budgeting, AP, AR, billing, collections and patient payments
• Assists with preparation of monthly financial statements for internal reporting, as well as additional financial reports requested by President and other external and internal users
• Assists with monitoring receivables to ensure proper billing and collection practices and efficient utilization of resources to maximize authorized service hours
• Assists with budgeting processes and collaborates with leadership to ensure financial goals are achieved
• Assists with preparation of forecasts and projections and provides data/reports to allow the organization to make informed decisions regarding purchases, acquisitions and/or investments
• Assists with preparation of the appropriate processing of functional expense allocations, monthly accruals, amortization of prepaid expenses, fixed assets, depreciation and recording of adjusted and reclassified journal entries
• Assists with preparation of the monthly, quarterly, annual closes with all supporting documentation
• Supports President, Clinical Director, Director of Finance and other team members with special projects and workflow process improvements
• Performs bi-weekly payroll processing??
• Performs other duties as required
ORGANIZATIONAL RELATIONSHIPS
Reports directly to the Director of Finance
SUPERVISORY RESPONSIBILITIES
N/A
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job with or without reasonable accommodation. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to type, handle objects, tools or controls; reach with hands and arms; climb stairs; talk or hear.
POSITION TYPE/EXPECTED HOURS OF WORK
This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.
TRAVEL
Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.
PREFERRED EDUCATION AND EXPERIENCE
• Bachelor's degree in Accounting
• Startup experience preferred
• Two to Three years of Accounting experience OR any similar combination of education and experience
• Experience in medical/behavioral/mental health/therapy related organization
• Experience with Quickbooks, Bill.com and various EMR and payroll systems
ADDITIONAL ELIGIBILITY REQUIREMENTS
• Minimum of 2 years in Accounting department (A/P, reporting, systems, audits, etc.)
• Must be proactive with high ethical standards and a professional image
• A strategic visionary with analytical ability, good judgment and strong operational focus
CLASSIFICATION
Exempt
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