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West Health

Senior Accountant

West Health, San Diego, California, United States, 92189


Organization OverviewFounded by philanthropists Gary and Mary West, West Health, and its affiliated organizations, focus on the mission of lowering the cost of healthcare and enabling seniors to successfully age in place with access to high-quality, affordable 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.

Position SummaryThe 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 Functions

Prepare timely quarterly and annual financial statements that include statement of financial position (balance sheet), statement of activities (income statement), cash flow and footnotesPrepare monthly bank and credit card reconciliationsPrepare monthly general ledger reconciliationsPrepare monthly journal entries, including but not limited to those for investments, payroll, fixed assets, accruals, prepaid expenses, and accounts receivablesPrepare, verify, and record accounts payable invoices with accuracyPrepare accounts receivable invoices for intercompany costsReview and reconcile grants and prepare journal entriesMaintain files for all investment documents including a checklist for receipt of monthly, quarterly and annual statements and tax documentsPrepare and verify periodic wire transfer forms and letters of authorization for investmentsPrepare annual 1099's, use tax/property tax reports, and not-for-profit tax returnPrepare and process expense reimbursement reportsMaintain secure accounting recordsAssist with ongoing enhancement of accounting processes and controlsAssist with research on accounting issues for compliance with generally accepted accounting principles (GAAP)Work collaboratively or independently on special projects as assigned

Qualifications and Experience

Self-motivated with excellent verbal and written communications skillsFlexible and able to prioritize unexpected requestsAbility to think critically, research and seek resolutionsDetail oriented with a high level of accuracyKnowledge of QuickBooks and Microsoft Office SuiteAble to meet tight deadlinesPossess high ethical standards and exercise discretionDemonstrated ability to work collaboratively in a small team-oriented environmentAt least 5-7 years of related accounting experience, preferably with nonprofit organizationsExperience with accounting for alternative/private equity investmentsBachelor's degree in accounting, Finance, or related field strongly preferredCPA designation preferredCompensation and BenefitsThe estimated compensation range for this position is $80,000 - $110,000We 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 15 Paid Holidays

- promoting a healthy work-life balance and time to rechargeWest 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.