Job Title: Accountant

Access to Patient/Family Information: Access to patient/family information limited to a “need to know”, which could include activities related to processing and payment of invoices, billing procedures related to patient care reimbursement, entry of patient information in patient management system and processing of memorial and fundraising donations.

Access to Employee Health Information: Access to personal health information only.

Organizational Relationship: Board of Directors (BOD) ➔ Chief Executive Officer (CEO) ➔ Director of Finance (DOF) ➔ Accountant

Position Summary: The Finance Department at CareFirst plays an important role in ensuring that we provide extraordinary, compassionate support and care to those in our community who are seriously ill or grieving. The Accountant position is an integral part of the CareFirst Team. This role supports our mission by monitoring all financial activities of our not-for-profit organization. This includes meeting all internal and external requirements, performing essential duties that are time sensitive, and providing accurate financial reporting and sound decision-making.
The Accountant also ensures that all appropriate FASB rules and regulations are followed and works closely with multiple departments through a consistent and collaborative voice which aligns with CareFirst’s vision, mission, and values.

The Accountant must have a strong desire to support the success of all CareFirst departments and manage multiple priorities and deadlines. Additionally, this candidate should be self-motivated, detail focused, possess an ongoing desire for excellence, and demonstrate a committed drive to provide exemplary support to all stakeholders in meeting the financial needs of the organization.

Expectation of Employee:
As a representative of CareFirst, the Accountant is responsible for:
• Reflecting and interpreting CareFirst’s vision, mission, and core values in his/her own work with enthusiasm and commitment at all times;
• Acting in accordance with relevant legislation and CareFirst policies, standards and procedures
• Interacts in a positive manner;
• Developing and maintaining respectful, cooperative working relationships, both internal and external;
• Understanding his/her role and responsibility in maintaining a safe workplace and reducing workplace injuries;
• Ensuring accuracy, confidentiality and safekeeping of agency records;
• Participating constructively in the supervision process with the position’s direct supervisor;
• Understanding the financial concerns of CareFirst and contributing to the fiscal integrity of the organization;
• Participate in committees upon request;
• Regularly identifying opportunities for self and organizational improvement;
• Checking CareFirst communication each day worked

Essential Duties and Responsibilities:
• Records and/or prepares journal entries (A/R, A/P, G/L) for accounting system
• Prepares monthly credit card bill for payment; verifies purchases, allocates expenses and processes for payment.
• Prepares monthly Income Statement and Balance Sheet statements from SAGE and submits to Director of Finance based on the published closing schedule
• Partners with the HR department regarding payroll, benefits, and any other shared service
• Verifies payroll accuracy, and posts payroll expenses to the GL
• Monitors and posts employee benefit expenses to the GL
• Provides auditor with necessary records and information as needed for annual audit.
• Proficient in technology and analytical abilities to utilize our computerized accounting system (SAGE), patient management system (Suncoast) and all Microsoft Office products.
• Reconciliation of bank accounts and records while maintaining appropriate balances in accounts
• Monthly reconciliation of A/R Aging in Suncoast against A/R in SAGE balance sheet
• Monthly reconciliation of Prepaid Expenses in the accounting system (SAGE) to back up tracking spreadsheet
• Check, download and record all automated reimbursement payments; maintain A/R in Suncoast- backup.
• Records, processes vendor invoices and processes payments by check when due in A/P system.
• Processes donations, cash, and/or checks for daily deposits.
• Responsible for liability accounts for accrued GIP/Respite/Physicians payables.
• Responsible for the liability account for Employee Flex expenditures.
• Monitors daily cash receipts and disbursements
• Performs capitalization of assets and monitors and posts depreciation expenses to the GL
• Assists with the annual budget prep
• Maintains knowledge of all accounting principles including FASB relevant to not-for-profit accounting
• Maintains knowledge of all Medicare, Medicaid, and Private insurances rules and regulations
• Collaborates with Finance Team Members
• Other duties as assigned by supervisor

• Positive attitude about working with families of diverse cultural and religious backgrounds
• Works confidently within a group

Additional Duties:
• Demonstrate compassionate behavior
• Exceptional communication skills
• Able to plan activities and carry them through effectively

Required: Associates degree in Accounting, Finance, or related field OR minimum 5 years equivalent experience in maintaining a complete set of books. Advanced communication skills with ability to communicate with tact, diplomacy and sensitivity. Detailed knowledge of day-to-day accounting for non-profit organizations. Expertise with computerized accounting systems. Advanced Microsoft Office skills, with an ability to rapidly become familiar with new programs and software. Accuracy and attention to details. Ability to maintain confidentiality, prioritize, multi-task, independently problem-solve, and work with minimum supervision.

Preferred: Bachelor’s degree in Accounting, Finance, or related field OR equivalent experience in a related industry. Advanced accounting experience. Previous healthcare experience. Previous supervisory role experience.
Desired Competencies/Knowledge, Skills, and Abilities

Extraordinary skills in the areas of business acumen, communication, collaboration, critical evaluation, ethical practice, flexibility, leadership and navigation, learning orientation, relationship management, and stress management.
• Excellent verbal and written communication skills.
• Excellent interpersonal, negotiation, and conflict resolution skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to act with integrity, professionalism, and confidentiality.
• Thorough knowledge of employment-related laws and regulations.
• Proficient with Microsoft Office Suite or related software.
• Proficiency with or the ability to quickly learn the organization’s HRIS and talent management systems.

Physical Requirements:
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 25 pounds at times.
• Must be able to access and navigate each department at the organization’s facilities.