Accounting Manager

Our client is a small but growing medical non-profit practice seeking an Accounting Manager for their organization. The practice provides comprehensive clinical and diagnostic expertise for individuals with cognitive and movement concerns.

Reporting to the CEO, this is the leader of the accounting/finance function and will have one direct report. This salaried position works a 32-hour per week schedule and is benefit eligible. After onboarding, one day per week can be remote and the rest onsite at their Eastover office in Charlotte, NC.

A collaborative team player, this role supports financial and risk management responsibilities, including managing the full-cycle accounting and the medical coding function. This is a key management position with tremendous growth opportunity.

• Review and approve vendor invoices for payables processing
• Address day to day financial issues and decisions including cash management
• Manage medical coding function and monitor claims and revenue cycle management issues
• Maintain accurate Fiscal Year Cash Flow projection worksheet, making updates for salary and other changes throughout the year, providing insights on variances and trends
• Meet with CEO on regular basis for updates and key reporting
• Record online donations in Quick Books using stripe reports
• Review QB activity and make corrections and support questions as needed
• Support donor and grant questions from development director
• Assist with A/R review
• Review and approve employee bi-weekly payroll submission, as needed
• Record bi-weekly payroll in QB from payroll firm/Tri Net report
• Assist with recording stock donations in QB
• Assist in preparation of drug cost forecast
• Track grant spending and donor restricted net assets
• Review monthly revenue cycle management performance metrics and identify improvement opportunities
• Report and track in-kind donations as occurred
• Manage month-end close process, prepare monthly ACH activity worksheet, reconcile bank accounts, and post-close tasks checklist
• File online NC sales tax return (E-500) and make payment(s) for book sales
• Reconcile HOA Bank Accounts and assist with cash flow projections and other tasks as requested
• Partner with Medical Coding consultant to review emerging trends, claim denial activity and Provider educational opportunities

• Meet with CEO and Finance Committee to review Board package, cash flow
• Maintain and update forecast models in Excel
• Prepare Treasurer review package
• Prepare Board View financial reports and insert into Board deck

• Prepare and file NC Sales Tax Refund request

• Lead annual budget preparations including salary budget
• Enter budget in QB, prepare monthly cash projections for the upcoming fiscal year
• Close books and prepare for Financial Statement Audit, including cash to accrual adjustments; and preparation of Auditor requested work papers
• Respond to Auditor requests, review audited financial statements
• Form 990 – respond to tax preparer requests; review Form 990
• CSL Renewal – assist as needed
• Prepare and File Form 1099s

• Prepare / update Provider Profitability financial model
• Update salary budget for staff changes
• HOA cash flow, other information needed for Board meetings
• Serve as backup for payroll processing, as needed
• Provide key information for grant requests
• Answer questions, assist team members with QB if needed
• Prepare / review process/procedures, e.g. inventory tracking
• Prepare Reports for bank

• 5+ years of accounting experience.
• A minimum of 2-3 years in nonprofit accounting (Fund Accounting, Grant reporting, Form 990) and demonstrated experience managing the full-cycle accounting of a small – medium organization.
• 4-year degree in Accounting or related field required. CPA highly preferred.
• Strong technical expertise:
• Quick Books, MS Office - Advanced Excel - including modeling, PowerPoint, Word, Outlook, Teams.  is a plus.
• Strong financial analysis experience, strong research experience.
• Highly collaborative team player who thrives in a small team environment and supports the mission and work of the organization.
• A “roll up your sleeves” and pitch in to support the team attitude.
• Highly motivated, self-directed and detail-oriented critical thinker who thrives in an autonomous work environment and has a problem‑solving mindset, focusing on optimizing processes.

Salary $85,000 - $90,000 based on a 32-hour per week schedule. Final determination of salary will be based on an evaluation of experience, education, budget, etc.