Overview
This role supports both healthcare accounting consulting and internal accounting/finance functions.
The position includes:
- 0.6 FTE: Accounting & Finance Consulting
- 0.4 FTE: Internal Accounting & Finance
Compensation varies by level:
- Senior Associate: $90,000–$115,000
- Manager: $110,000–$140,000
Responsibilities
Accounting & Finance Consulting (0.6 FTE)
- Lead delivery of high-quality financial, strategic, and functional accounting support independently and in collaboration with directors.
- Build trusted, long-term relationships with client leaders and key stakeholders; facilitate client meetings and anticipate client needs.
- Access, analyze, and interpret financial and operational data (including healthcare utilization and cost, reimbursement and billing, population health and clinical outcomes, provider productivity, and operational variation).
- Translate findings into clear, well-supported recommendations and present them to executive leadership teams and community health center Boards of Directors to improve efficiency, manage risk, maintain compliance, and reduce costs.
- Build dynamic financial models and support development of detailed budgets that forecast operational and financial outcomes, align with organizational priorities, and comply with applicable funding requirements in an auditable, accurate, and easy-to-understand format.
- Develop client-facing reports, presentations, and materials that are clear, precise, thorough, and tailored to the intended audience; review work prepared by associates.
- Support development of competitive and compliant grant and funding responses, including comprehensive and accurate grant narratives.
- Manage multiple complex workstreams and client engagements (typically two to four at a time), planning and overseeing work within defined scope, timelines, and budgets.
- Contribute to business development by identifying emerging client needs, scoping potential opportunities for expanded support, and partnering with directors on proposals.
Internal Accounting & Finance (0.4 FTE)
- Own the month-end close, including journal entries, accruals, prepaids, depreciation, and reconciliations of bank, credit card, and line of credit accounts, following a close checklist.
- Produce the monthly financial package, including P&L, balance sheet, cash flow statement, and budget-to-actual reporting.
- Provide a clear recap of financial results, highlighting key variances and notable items for the firm overall and by section.
- Deliver weekly accounts receivable (AR) updates, including aging reports, collection status, and key trends by client or section; highlight overdue balances and areas requiring attention.
- Record deposits, apply cash, monitor AR aging, and follow up on outstanding collections.
- Identify, investigate, and escalate outstanding accounting items (including unapplied cash, customer credit balances, and potential refunds), with clear recommendations to support timely resolution and informed leadership decisions.
- Prepare payroll journal entries and reconciliations and maintain benefits and 401(k) accounting.
- Partner with the Business Manager on cash management by tracking cash positions, transfers between accounts, and line of credit balances.
- Serve as backup support to the Business Manager in accounts payable, including coding and entering vendor bills, processing payment cycles and approvals in Bill.com, and maintaining vendor records, W-9s, and 1099 tracking.
- Handle 1099s, W-2s, state and local filings, and sales tax where applicable; coordinate with outside accountants on tax preparation and any audits or reviews.
- Administer QuickBooks, Bill.com, and Harvest; lead improvements to automate recurring tasks and reduce manual work.
- Perform other duties as assigned.
Requirements
- Warm, collaborative approach with genuine enthusiasm for building relationships with clients and teammates.
- At least 3 years of progressive experience in healthcare accounting, finance, financial analysis, or data analytics. Healthcare reimbursement, billing, or coding experience is a plus.
- Hands-on month-end close experience, ideally including ownership of the close process.
- Proficiency with QuickBooks and AP automation tools such as Bill.com.
- Strong analytical and critical thinking skills; ability to synthesize complex data into clear, actionable insights.
- Advanced proficiency in Microsoft Excel; experience with Tableau or other data visualization tools is preferred.
- Excellent attention to detail and commitment to accurate, high-quality work.
- Ability to communicate complex financial and operational concepts clearly and concisely.
- Comfortable navigating ambiguity and adapting to changing priorities.
- Proactive, self-directed mindset; ability to take initiative, solve problems independently, and drive work to completion.
- Strong organizational and project management skills, with the ability to manage multiple priorities and client engagements simultaneously.
- Exceptional written, verbal, and interpersonal communication skills.
- Ability to build trusted relationships with clients, colleagues, and executive stakeholders.
- Collaborative work style and willingness to support the team wherever needed.
- Flexibility to collaborate with clients and colleagues across multiple time zones.
- Demonstrated discretion handling confidential firm and payroll information, and willingness to sign a non-disclosure agreement.
- Comfort with recurring, deadline-driven cycles.
- Bachelor’s degree required, ideally in accounting.
- CPA (or progress toward a CPA), an MBA, or other relevant graduate degree is preferred.
Preferred Qualifications
- Experience supervising, mentoring, or reviewing junior staff (formal people-management experience is not required).
- Nonprofit or fund accounting experience.
- Prior experience working with community health centers, nonprofit healthcare organizations, or other safety-net providers.
- Passion for improving community healthcare and supporting organizations that expand access to high-quality care for underserved populations.
Compensation & Benefits
- Senior Associate: $90,000–$115,000
- Manager: $110,000–$140,000
- Salary range is subject to adjustments based on individual skills, experience, and geographic location.
Schedule
Location
Remote office environment. Ideally located in California.