Senior Full Charge Bookkeeper

Description

Reports to: Chief Executive Officer

Direct Reports: Yes

FLSA: Salary, Exempt

General Summary: The Senior Full Charge Bookkeeper plans, implements, and manages the finance-related activities and initiatives of Medical Equation. As a member of the management team, will be involved in strategic planning, budget control, and financial evaluation.

Essential Functions:

• Keep Board of Directors updated on ongoing operations and issues
• Serve as a leading resource for all finance related questions or concerns
• Manage accounts payable, accounts receivable, and payroll
• Prepare financial documents such as business reports, financial forecasts, and statements to understand the financial state of business
• Monitor Medical Equation’s financial reports and determine ways to reduce costs
• Manage the production of the annual budget and forecasts, and monitor on a monthly basis
• Manage the finance employees, including training, coaching, counseling, reviews, write-ups, and creating and maintaining all documentation of an employee’s lifecycle
• Contract management (Customer Contracts, Vendor Contracts, Physician Contracts, etc.)
• Assist teams in finding solutions to problems and ensuring information flows between teams, as needed
• Coordinate with other departments for daily operations, as well as the overall success and efficiency of the company
• Manage escalated situations between teams or with a client
• Maintain a professional and courteous relationship with both coworkers and customers through all forms of communication
• Uphold Medical Equations Policies
• Various assignments as needed by the Chief Operations Officer and Board of Directors

Competencies:

• Leadership – Ability to organize and motivate team members toward a common goal through facilitating cooperation and appropriate delegation of duties
• Dependability – Is reliable, responsible, and dependable in fulfilling obligations
• Initiative – Job requires a willingness to take on responsibilities and challenges
• Communication - Actively listens and provides regular, consistent, and meaningful information and expresses the message effectively by organizing and delivering information appropriately
• Time Management - Manages time by prioritizing and organizing workload to achieve maximum productivity and adjusting as situations change
• Problem-Solving - Resolves problems by identifying the information needed, considering multiple sides of the issue, and creating a logical approach for an appropriate solution
• Critical Thinking - Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Analytical - Uses a logical reasoning process to break down and work through a situation, data, or problem to arrive at an outcome
• Organization - Determines priorities, schedules activities allocating and using resources effectively and efficiently
• Customer Service - Commitment to delivering high quality service by adjusting priorities, anticipating next steps, meeting client needs, and continuously striving to ensure their satisfaction
• Flexibility - Open to innovative ideas, a fast-paced and often-changing environment, and new information or assignments. Changes methods of approach when necessary to achieve a goal
• Teamwork - Promotes and facilitates cooperation and commitment within a team and across teams to achieve goals and deliverables
• Positive Attitude - Has a willingness to learn with a “can-do” mindset
• Discretion - Is able to be discreet and maintain the security of customer and company information

Requirements

Required Experience:

• 5-7 years of experience in a similar role
• Solid understanding of financial reporting
• Bookkeeping experience, specifically in processing accounts payable, accounts receivable, and compliance
• Minimum of four (4) years of management experience
• Previous experience training others on essential job functions and competencies
• Proficiency in Microsoft Suite

Preferred Experience:

Budget forecasting experience is highly desired

Education:

Bachelor’s degree in business administration, finance, accounting, or related experience (Preferrable).

Work Environment

This job operates in a professional office environment. This is largely a sedentary role. The role routinely uses standard office equipment such as computers, phones, and photocopiers.

Physical Demands

The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The position

requires the ability to occasionally lift office products and supplies, up to ten (10) pounds.

Travel

Travel is not required for this position.

Equal opportunity

Medical Equation is an equal-opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics.

Disclaimer

This job description does not necessarily include every responsibility, requirement, skill, or working condition associated with this role. This description is intended to reflect the role currently and management will revise the role, as needed, and may require that different tasks be performed, in order to meet the needs of the business.