Senior Accountant
Overview
This role involves supporting high-performing individuals by managing comprehensive financial operations within a health-focused organization that delivers personalized longevity and performance health solutions. The Senior Accountant (Financials) will oversee general accounting operations, maintain ERP financial systems, manage the general ledger, and lead the month-end close process. The position requires collaboration with leadership, department heads, and clinics to ensure accurate financial data across multiple entities.
Responsibilities
- Produce monthly financial statements
- Reconcile balance sheet accounts
- Prepare journal entries for month-end closing
- Conduct miscellaneous assessments and recommend improvements
- Assist with tax audits
- Support month-end and year-end close processes
- Finalize Cost of Goods Sold (COGS) and inventory reports
- Review Selling, General & Administrative (SG&A) expenses and make reclassification entries as needed
- Perform ad hoc research and reporting as requested by management
- Ensure compliance with federal, state, and local legal requirements by monitoring legislation, filing financial reports, and advising management
- Manage international transactions related to CERF/Global Health
Requirements
- Bachelor’s degree in business, finance, accounting, or related field
- Minimum of 3 years of accounting experience
- Thorough knowledge of accounting principles, Cost of Goods Sold, inventory practices, and operating expense cost containment
- Strong proficiency in Excel, including advanced formulas
- Ability to maintain strict confidentiality of sensitive financial and proprietary information
- Ability to work independently and build effective working relationships
- Tech-savvy, results-driven, highly analytical with strong emotional intelligence and communication skills
- Sound judgment, strong work ethic, professionalism, and integrity
- Relevant certifications in accounting or finance (if any) in good standing
- Detail-oriented with the ability to handle complex instructions carefully and thoroughly
- Adaptability to fast-paced and changing environments
- Familiarity with HIPAA compliance and healthcare best practices is a plus
- Passion for longevity, healthy aging, healthcare, and commitment to personal self-care and growth
- Experience with ERP systems such as Salesforce and Microsoft Great Plains is strongly preferred
Preferred Qualifications
- Experience working in healthcare or longevity medicine environments
- Knowledge of international financial transactions
Compensation & Benefits
- Flexible working environment
- 100% employer-paid medical, dental, vision, short-term disability, and life insurance/AD&D for eligible employees
- Voluntary health benefits including life insurance, critical illness, and accident coverage
- Health Savings Account with company contributions (subject to plan selection)
- Employee Assistance Program (EAP)
- Worldwide Emergency Travel Assistance Program
- Paid vacation, sick leave, bereavement, and jury duty for eligible employees
- 10 paid holidays annually
- Education assistance program
- Employee referral program
- Paid volunteer time off and team events
- Generous 401(k) company match
- Gym dues reimbursement
- Employee discounts
- Additional perks and benefits
Location
Not specified
Equal Opportunity Statement
The employer is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex or gender, national or ethnic origin, age, disability, medical condition, genetic information, gender identity or expression, sexual orientation, marital status, veteran status, citizenship or immigration status, or any other protected category under federal, state, or local laws. Harassment based on any protected category is prohibited. The organization participates in E-Verify.
Additional Information
Applicants who do not meet 100% of the qualifications are encouraged to apply. All applications are carefully considered, and candidates may be matched to other teams or future opportunities as appropriate.