What are the responsibilities and job description for the Staff Accountant position at West Health?

Job Description

ORGANIZATION OVERVIEW

Solely funded by philanthropists Gary and Mary West, our mission is to enable seniors to successfully age, living life on their own terms with access to high-quality health and support services that preserve and protect their dignity, quality of life, and independence.

Headquartered in San Diego with an office in Washington, D.C., West Health includes the nonprofit and nonpartisan Gary and Mary West Health Institute and Gary and Mary West Foundation and the Gary and Mary West Health Policy Center. These organizations are working together toward a shared mission dedicated to enabling seniors to successfully age in place with access to high-quality, affordable health and support services. Through a combination of medical research and policy initiatives, collaborations, education, and advocacy, West Health is committed to supporting and creating healthcare delivery models that improve care and access for our fast-growing, diverse population of seniors. For more information, visit westhealth.org and follow @westhealth.

POSITION SUMMARY

The Staff Accountant will manage the financial records for assigned West Health entities, ensuring the accurate and timely recording of all financial transactions. Key responsibilities include month-end closing procedures, journal entries, account reconciliations, and financial reporting. The role supports the finance team’s objectives and contributes to annual audits and tax preparation. The ideal candidate will have strong technical accounting skills, proficiency in Microsoft Excel, and experience with ERP systems like Microsoft Dynamics Great Plains. A detail-oriented and proactive team player, the Staff Accountant will help advance West Health’s mission.

GENERAL DUTIES AND RESPONSIBILITIES

Prepare month-end closing procedures for assigned West health entities, including but not limited to payroll related journal entries, monthly bank reconciliations, and expense accrual journal entries.
Enter regularly scheduled transactions, such as depreciation / amortization, prepaid expenses, etc.
Prepare and analyze monthly expense reports to ensure accuracy and proper accounting coding.
Reconcile monthly general ledger accounts, identifying and resolving discrepancies.
Compile and deliver accurate quarterly financial reports for assigned West Health entities.
Support the annual audit and tax preparation processes, as needed.
Take on additional responsibilities and projects as assigned.

QUALIFICATIONS AND EDUCATION

Bachelor’s degree in Accounting, Finance, or a related field; equivalent experience may be considered.

3-5 years of related, professional expertise in the accounting field, focus on general ledger accounting; experience with multi-entity organizations is a plus.

Ability to manage time, handle pressure, multi-task, and meet deadlines, independently and proactively in addition to conduct basic professional judgement.

Excellent Excel skills (including but not limited to applying commonly used formulas, creating and updating pivot table and being able to use v-lookup function).

Working knowledge of Microsoft Dynamics Great Plains, preferred.

Experience with financial reporting, month-end close processes, and account reconciliations.

Self-motivated and detail-oriented professional with a hands-on approach.

Collaborative team player with a positive attitude and strong work ethic.

Excellent verbal and written communication skills, with the ability to communicate complex financial information clearly and effectively.

COMPENSATION AND BENEFITS

The estimated total compensation range for this position is $75,000 - $90,000

We gladly offer :

Up to 10% Annual Performance Bonus – rewarding your hard work and success.

Comprehensive Benefits Package – including Medical, Dental, Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and a Flexible Spending Account to support your health and well-being.

100% Premium Coverage for Employee Medical, Dental, Vision, Short-Term Disability, Long-Term Disability, and Life Insurance, plus 70% coverage for dependents for medical, dental and vision – ensuring both you and your family are well cared for.

Generous 5% Retirement Plan Match – helping you build a secure financial future.

Professional Development Reimbursements – investing in your growth and career advancement.

15 Days of Paid Time Off plus 15 Paid Holidays – promoting a healthy work-life balance and time to recharge.

Hybrid Work Schedule – offering flexibility to balance your work and personal life.

West Health Institute is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, color, religion, national origin, sexual orientation, gender, marital status, age, disability, or veteran's status.

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Salary : $75,000 - $90,000

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