Job Details

Staff Accountant
Feb 11, 2021

Full Time

Staff Accountant
Reports to: Director of Accounting
Level/Grade: Professional
Type of Position: Full Time; 40 hrs/week; Exempt


The Staff Accountant is responsible for supporting accounting functions such as maintaining the general ledger, reviewing financial statements, preparing financial reports, assisting with audits and budgeting processes, and reconciling accounts.


• Assists the Director of Accounting in maintaining/updating all company reports in Financial Edge to ensure reports are kept up to date with accounting or organizational structure changes
• In close connection with the Director of Accounting, reviews and posts all Sales invoices prepared by the Accounting Clerk in the accounting software
• Receives Opportunity Purchase notifications from Salesforce and instructs the Accounting Clerk on preparation of appropriate invoices to generate
• Assist with recording customer check receipts in the accounting software
• Backup for accounts receivable and accounts payable entry when necessary
• Backup for paying bills and generating checks when necessary
• Reviews and approves all Accounts Payable bills in the accounting system
• Reviews and approves check run batches in the accounting system and uploads the CSV check batch report into online banking account for Positive Check Pay
• Reconciles Accounts Receivable general ledger account to the A/R sub-ledger on a monthly basis
• Reconciles Accounts Payable general ledger account to the A/P sub-ledger on a monthly basis
• Reconciles other balance sheet accounts as needed on a monthly basis
• Prepares/posts other monthly journal entries as requested and generally assists in all monthly closing activities including account analysis
• Assists Accounting staff with budgeting and forecasting processes
• Assists Accounting staff with audit preparation and auditor requests
• Ensures proper use and protection of information assets by complying with the organization’s information privacy and security policies to protect assets from unauthorized access and by reporting any security events or potential events or other security risks to the organization
• Performs other duties as assigned

• Demonstrates commitment to values of integrity, customer service, innovation, and collaboration
• Experience with Blackbaud’s Financial Edge accounting software a plus
• Competence with Microsoft Office applications such as Excel, Word, PowerPoint, and Adobe Acrobat
• Ability to successfully work independently and in groups as required
• Strong problem-solving skills
• Ability to multi-task and work under tight deadlines
• Experience working with financial information using excellent quantitative skills
• Must have strong organizational skills
• Must be detailed-oriented individual
• Ability to maintain confidentiality
• Must be able to withstand prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

• Bachelor’s Degree in Accounting is required
• Minimum of one year of experience in financial operations preferred

• Certified Public Accountant (CPA) certificate advantageous
• Salary range: $55,000 - $60,000

Disclaimer: Nothing in this job description restricts the company’s right to assign responsibilities to this job at any time as critical features of this job are subject to change any time.

The Health Collaborative is an Equal Employment Opportunity (EEO) Employer.

Qualified applicants are considered for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital or veteran status, disability or handicap, or any other legally protected status. All qualified applicants will be given equal opportunity and selection decisions are based solely on job-related factors.

Contact Details

Nicci Weber
The Health Collaborative