Senior Accountant

Company: West Health
Location: La Jolla
Posted on: February 1, 2025

Job Description:

Job description

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Organization Overview
Solely funded by philanthropists Gary and Mary West, our mission is to enable seniors to successfully age, living life on their own terms with access to high-quality health and support services that preserve and protect their dignity, quality of life, and independence.

Headquartered in San Diego with an office in Washington, D.C., West Health includes the nonprofit and nonpartisan Gary and Mary West Health Institute and Gary and Mary West Foundation and the Gary and Mary West Health Policy Center. These organizations are working together toward a shared mission dedicated to enabling seniors to successfully age in place with access to high-quality, affordable health and support services. Through a combination of medical research and policy initiatives, collaborations, education, and advocacy, West Health is committed to supporting and creating healthcare delivery models that improve care and access for our fast-growing, diverse population of seniors. For more information, visit westhealth.org and follow @westhealth.

Position Summary
The Senior Accountant will be responsible for all aspects of financial management, including but not limited to general ledger management, financial reporting, investment accounting, grant accounting, assisting in cash flow budgeting preparation, financial audits, and annual tax return preparation, as well as maintenance and development of internal control policies and procedures. This position will report to the Director of Accounting.

Essential Duties and FunctionsPrepare timely quarterly and annual financial statements that include statement of financial position (balance sheet), statement of activities (income statement), cash flow and footnotes
Prepare monthly bank and credit card reconciliations
Prepare monthly general ledger reconciliations
Prepare monthly journal entries, including but not limited to those for investments, payroll, fixed assets, accruals, prepaid expenses, and accounts receivables
Prepare, verify, and record accounts payable invoices with accuracy
Prepare accounts receivable invoices for intercompany costs
Review and reconcile grants and prepare journal entries
Maintain files for all investment documents including a checklist for receipt of monthly, quarterly and annual statements and tax documents
Prepare and verify periodic wire transfer forms and letters of authorization for investments
Prepare annual 1099's, use tax/property tax reports, and not-for-profit tax return
Prepare and process expense reimbursement reports
Maintain secure accounting records
Assist with ongoing enhancement of accounting processes and controls
Assist with research on accounting issues for compliance with generally accepted accounting principles (GAAP)
Work collaboratively or independently on special projects as assigned

Qualifications and ExperienceSelf-motivated with excellent verbal and written communications skills
Flexible and able to prioritize unexpected requests
Ability to think critically, research and seek resolutions
Detail oriented with a high level of accuracy
Knowledge of QuickBooks and Microsoft Office Suite
Able to meet tight deadlines
Possess high ethical standards and exercise discretion
Demonstrated ability to work collaboratively in a small team-oriented environment
At least 5-7 years of related accounting experience, preferably with nonprofit organizations
Experience with accounting for alternative/private equity investments
Bachelor's degree in accounting, Finance, or related field strongly preferred
CPA designation preferred

Compensation and Benefits
The estimated compensation range for this position is $80,000 - $110,000
We gladly offer: Up to 10% Annual Performance Bonus - rewarding your hard work and success.
Hybrid Work Schedule (Must be located in San Diego) - offering flexibility to balance your work and personal life.
Comprehensive Benefits Package - including Medical, Dental, Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and a Flexible Spending Account to support your health and well-being.
Generous Retirement Plan Match - helping you build a secure financial future.
Professional Development Reimbursements - investing in your growth and career advancement.
15 Days of Paid Time Off plus 16 Paid Holidays - promoting a healthy work-life balance and time to recharge

West Health is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, color, religion, national origin, sexual orientation, gender, marital status, age, disability or veteran's status.

Keywords: West Health, Chino Hills , Senior Accountant, Accounting, Auditing , La Jolla, California