Accountant / Financial Analyst

Description

SUMMARY 

The Accountant/Financial Analyst plays a critical role in maintaining the surgery center's financial integrity. This position prepares and manages financial records to accurately track assets, liabilities, revenue, expenses, and tax obligations. By maintaining general ledger accounts and applying Generally Accepted Accounting Principles (GAAP), the Accountant/Financial Analyst ensures the accuracy and reliability of financial transactions.

This role requires strong analytical skills, attention to detail, and the ability to review financial information thoroughly. The ideal candidate will support financial decision-making by conducting in-depth analysis and ensuring compliance with financial policies and regulations.

ESSENTIAL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO:

Financial Reporting & Accounting

• Performs      general cost accounting and maintains the organization’s financial      records.
• Prepares      monthly balance sheets, income statements, and profit & loss      statements.
• Maintains      the general ledger, ensuring accurate coding of invoices, account      reconciliations, and month-end close activities.
• Manages      month-end, quarter-end, and year-end close processes, including journal      entries and budget-to-actual reports.
• Prepares      monthly and annual financial statements, supporting analyses, and      supplemental schedules.
• Assists      in preparing financial data for regulatory agencies, including Medicare,      Medicaid, state cost reports, and OrthoForum/Connect Surveys.
• Reconciles      intercompany accounts and posts necessary adjusting journal entries.
• Prepare      schedules and reports for external reviewers, auditors, and contractors      (e.g., RSM).

Financial Analysis & Budgeting

• Provides      financial analysis support to Managers for monitoring operating expenses,      budgeting, balance sheets, capital expenditures, and cost/benefit      analyses.
• Collaborate      with staff to establish best practices for financial analysis and      documentation.
• Prepares      and analyzes operating budgets, revenue by payer, expenses, cash flow, and      other key financial metrics.
• Design      and completes reports to enhance operations and identify financial issues.
• Contributes      to business case analyses and special projects as needed.

Accounts Payable, Payroll & Tax Compliance

• Responsible      for Accounts Payable processing and reconciliation.
• Oversees      Payroll and ensures compliance with 401(k) and Profit-Sharing plans.
• Verifies      and processes invoice payments, ensuring proper account allocation.
• Files      tax forms with federal, state, and local government agencies.

Banking & Cash Management

• Reconciles      bank accounts monthly, verifies deposits, and addresses inquiries from      financial institutions.
• Reconciles      cash disbursement accounts, payroll accounts, and customer accounts.
• Manages      accounts receivable collections and ensures timely payments.

Fixed Assets & Inventory

• Maintains      fixed asset records, including documentation of acquisitions/disposals and      depreciation/amortization calculations.
• Assists      in monitoring and ensuring the inventory system functions properly.

General & Administrative

• Coordinates      with software vendors to maintain and improve accounting software systems.
• Adheres      to HIPAA and confidentiality policies and procedures.
• Assists      with developing and maintaining accounting/finance policies and workflows.
• Acts      as a Finance representative in meetings and on committees as needed.
• Perform      other duties as assigned by the Chief Executive Officer (CEO) or      management.

  BENEFITS:

• Comprehensive benefits package, including medical, dental, vision, and more.

• 401(k) retirement plan with employer matching to support your financial goals.

• Modern clinic with all the amenities in the heart of Eastern Iowa.

 

Requirements

  QUALIFICATIONS:

• Bachelor’s degree in accounting, Finance, or a      related field (MBA preferred but not required).
• CPA certification is a plus but not required.
• Minimum of 5 years of relevant accounting or finance      experience.
• Proficiency in Microsoft Windows, Word, and Excel;      experience with QuickBooks is preferred but not required.
• Strong understanding of general financial accounting,      cost accounting, and GAAP compliance.
• Ability to accurately prepare tax reports.
• Excellent verbal and written communication skills.
• Ability to work independently to achieve goals and      prioritize work assignments.
• Strong organizational skills and attention to detail.

EXPECTED HOURS OF WORK:

This is a full-time position with standard business hours: Monday through Friday, 8:00 a.m. to 5:00 p.m. However, work hours may vary based on company needs.

WORK ENVIRONMENT:

This job operates in a professional office environment and routinely involves standard office equipment, such as computers, phones, photocopiers, filing cabinets, and fax machines. 

PHYSICAL DEMANDS:

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This is a seated position. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee may occasionally lift 5-20 pounds.