Accountant I

Supports routine accounting operations, including accounts payable, vendor invoice processing, purchase order support, expense reporting, cash receipts, account reconciliations, and basic month‑end close activities
Processes vendor invoices, purchase orders, payment requests, and expense reports in accordance with company policies, approval workflows, and general ledger account coding requirements
Oversees all vendor purchase orders, ensuring proper GL account coding in accordance with approved Master Service Agreements
Reviews and audits associate expense reports for accuracy, documentation, policy compliance, and appropriate approvals
Manages corporate credit card program, monitors for payment compliance, assists with applications for new cards and cancellations, provides reporting to management
Supports vendor setup and maintenance by collecting required documentation, including tax forms, ACH information, and other required records
Supports month‑end close by preparing routine journal entries, reconciling assigned accounts, researching discrepancies, and providing required documentation
Records cash receipts and routine accounting transactions, researches discrepancies, and escalates complex issues as needed
Prepares standard financial reports, transaction summaries, schedules, and documentation to support reviews, internal controls, audits, and compliance requests
Responds to routine inquiries from internal stakeholders, vendors, and accounting team members in a timely and professional manner
Provides accounts payable processing and expense report process/policy on‑board training for new associates
Uses accounting systems, spreadsheets, reporting tools, and approved automation or AI‑enabled tools to complete routine accounting tasks while following required review and control procedures
Identifies basic opportunities to improve accuracy, efficiency, documentation, or workflow consistency and shares recommendations with team members or leadership

• Foundational knowledge of accounting principles, GAAP concepts, accounts payable, reconciliations, and general ledger activity
• Basic understanding of internal controls, approval workflows, accounting policies, and documentation standards
• Proficiency with Microsoft Excel, accounting systems, and standard office productivity tools used to process transactions and prepare reports
• Ability to review data for accuracy, identify discrepancies, research routine issues, and escalates complex matters appropriately
• Strong attention to detail, organization, follow-through, and ability to meet recurring deadlines
• Clear written and verbal communication skills with internal team members, vendors, and business partners
• Ability to handle confidential financial information with sound judgment and data integrity
• Ability to learn new systems, processes, and accounting concepts in a structured, deadline-driven environment
• Experience with accounts payable, expense reporting, purchase orders, cash receipts, or corporate accounting support (preferred)
• Experience with ERP, financial reporting, workflow, or expense management systems (preferred)
• Basic knowledge of SaaS, technology, healthcare, or regulated business environments (preferred)
• Familiarity with Microsoft Office Suite, Power BI, Access, or other reporting and data analysis tools (preferred)
• Interest in using automation, reporting, or AI‑enabled tools responsibly to improve routine accounting work (preferred)
• 1 year of relevant accounting, accounts payable, finance, or corporate accounting experience
• Experience processing transactions, maintaining documentation, reconciling accounts, or supporting monthly close activities
• Coursework or practical experience in accounting, finance, business systems, or data analysis (preferred)
• Interest in pursuing an accounting or finance certification, such as CPA or CMA, where applicable (preferred)

Demonstrates foundational knowledge of accounting principles, GAAP concepts, and accounts payable processes while effectively managing vendor invoices, expense reporting, and month‑end close activities. Proficient in using accounting systems and Microsoft Excel to prepare financial reports and ensure compliance with internal controls and documentation standards.

• Accounts Payable Processing
• Vendor Invoice Management
• Financial Reporting
• Microsoft Excel Proficiency
• GAAP Knowledge

• Accounting Principles
• General Ledger Activity
• Reconciliations
• Expense Reporting
• Purchase Orders
• Cash Receipts
• Journal Entries
• Data Analysis
• Transaction Processing
• Documentation Standards

• Attention to Detail
• Organization
• Clear Communication
• Follow-Through
• Sound Judgment

• CPA
• CMA

• Internal Controls
• Approval Workflows
• Corporate Accounting
• SaaS
• Healthcare

• Accounting Systems
• Microsoft Office Suite
• Power BI
• Access
• AI-Enabled Tools