Success Factors

Responsibilities

• Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations
• Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings
• Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions
• Oversee monthly health equity card transactions and intercompany banking transactions
• Participate in the ongoing development and improvement of financial systems
• Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director
• Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Excellent organization skills and strong attention to detail
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Bachelor’s degree in Accounting, Finance or related field strongly preferred
• CPA certification or other relevant certifications a plus
• 5+ years’ general accounting in a corporate setting required
• Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions
• Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions
• Technologically-savvy with prior experience working in an ERP required
• Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data

Essential Functions

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds