Note: The job is a remote job and is open to candidates in USA. First Health Advisory is seeking an entry-level Staff Accountant to support daily financial operations and month-end close processes. The role handles accounts payable, accounts receivable, general accounting, payroll processing, and reconciliations, with mentorship from the Senior Accountant.
Responsibilities
- Vendor Invoice processing, including verification and correct classification in our AP System
- Payment Run Preparation: Assisting Senior Accountant with preparing weekly Vendor Invoice processing for approval
- Vendor Management: Act as the primary point of contact for vendor inquiries, research billing discrepancies, and reconciliation of vendor statements
- 1099 Maintenance: Assist with onboarding new vendors and maintaining accurate tax data for year-end 1099 Reporting
- Generate and distribute accurate, timely customer invoices based on sales orders and service contracts
- New Client financial Onboarding: ability to set up new customers in QuickBooks Online and create invoicing schedule based on signed contracts
- Collections Support: Own weekly accounts receivable reporting to executive team and conduct polite, professional follow-up outreach to customers regarding past-due balances
- Payment Application: Post customer payments received via ACH, wire transfers and checks
- Bank Reconciliation: regular cash reporting & expense review for bank ledgers, loan accounts, and company credit cards
- Month-End Entries: prepare Prepaid, PTO, and Payroll entries for monthly review
- Bi-monthly payroll batch processing in our payroll system, including any additional payments working closely with HR
- Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling books of accounts
- Other related duties as assigned
Skills
- Foundational exposure and experience to accounting platforms and ERP systems (e.g. QuickBooks, Sage Intacct, Xero)
- Microsoft Excel: Intermediate proficiency, including basic sorting, pivot tables, SUMIFS, VLOOKUPS
- General understanding of GAAP, double-entry bookkeeping and accrual accounting
- Must possess at least one of the following qualifications:
- Bachelor's degree in Accounting, Finance, or a closely related field
- Associate degree in Accounting
- Completion of a formalized Bookkeeping Certificate program from an accredited institution
- 0–2 years of experience in bookkeeping, transactional accounting, or professional internships
- Familiarity with expense tool management (e.g. Ramp, Bill.com, Expensify) and QuickBooks Online invoicing are a plus
Benefits
- Direct mentorship
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