Senior Accountant - West Health
San Diego, CA 92037
About the Job
Organization Overview
Founded 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 Gary and Mary West Health Institute, a nonprofit medical research organization and the nonprofit, nonpartisan Gary and Mary West Health Policy Center.
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 Functions
Qualifications and Experience
The estimated compensation range for this position is $80,000 - $110,000
We gladly offer:
Founded 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 Gary and Mary West Health Institute, a nonprofit medical research organization and the nonprofit, nonpartisan Gary and Mary West Health Policy Center.
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 Functions
- Prepare 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 Experience
- Self-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
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 15 Paid Holidays – promoting a healthy work-life balance and time to recharge
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Source : West Health
