Accountant I

Posted Yesterday
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San Francisco, CA, USA
In-Office
79K-83K Annually
Junior
Other • Social Impact
The Role
Maintain accurate, auditable financial records; prepare and post journal entries; support month- and year-end close; perform monthly balance sheet reconciliations; process client and vendor invoices in NetSuite/AvidXchange/WellSky/StoriiCare; manage AR aging and billing inquiries; assist audits and accounting system improvements; participate in special projects.
Summary Generated by Built In

IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. Rather than focusing on archaic outdated design, we strive to consistently question the “status-quo” and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life.

With over 23 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission.

The Accountant I maintains accurate, organized, and auditable financial records in compliance with company policies and standard accounting practices.

Responsibilities

  • Maintain accurate, organized, and auditable financial records in compliance with company policies and standard accounting practices.
  • Prepare and post journal entries to support timely month-end close.
  • Support the month-end and year-end close processes by preparing schedules, reports, and documentation as needed.
  • Perform monthly reconciliations of assigned balance sheet accounts, including assets and liabilities, in accordance with closing deadlines.
  • Accurately and promptly process Home Care invoices in WellSky & StoriiCare.
  • Communicate effectively with clients and internal departments to resolve billing discrepancies and respond to billing inquiries in a timely and professional manner.
  • Maintain the monthly AR aging report and proactively manage outstanding balances.
  • Maintain accurate and complete client files, ensuring accurate billing and timely payment.
  • Review company credit card statements and receipts to verify accuracy and completeness.
  • Accurately and promptly process vendor invoices in NetSuite and AvidXchange, ensuring appropriate coding and necessary approvals.
  • Match invoices to purchase orders and receiving documentation to verify accuracy and completeness.
  • Assist with annual audits by providing necessary support and responding to audit requests.
  • Support accounting system upgrades or transitions, with a focus on AR/AP process improvements and efficiency.
  • Participate in special projects and perform other duties as assigned.

Qualifications

  • Bachelor’s degree in Accounting or a related field is required.
  • Minimum of 2 years of experience in accounts receivable/payable or general accounting.
  • Proficiency in Microsoft Office Suite, with strong Excel skills.
  • Customer service-oriented with the ability to communicate diplomatically and professionally.
  • Experience with NetSuite, AvidXchange, Expensify, WellSky and StoriiCare is preferred.

Soft Skills and Competencies

  • Strong organizational and time management skills with the ability to prioritize and meet multiple deadlines.
  • Comfortable working in a fast-paced and dynamic environment.
  • Strong written and verbal communication skills.
  • Self-motivated with the ability to work independently and as part of a team.
  • Demonstrated sound judgment and discretion in decision-making.
  • High attention to detail and accuracy.
  • Reliable, professional, and results-driven.
  • Adaptable and collaborative with a positive attitude.

COMPENSATION:

  • Range: $79,000- $83,000/annual

This amount is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific employee, which is always dependent on actual experience, education and other factor

This range does not include any additional equity, benefits, or other non-monetary compensation which may be included.

Beware of Hiring Scams

We are aware that some third parties have reposted our job listings in an attempt to scam applicants. Please be cautious and only apply through our official channels.

  • Institute on Aging will never request payment or sensitive personal information such as Social Security numbers during the hiring process.
  • All official communication will come from a verified IOA email address.
  • If you receive any suspicious communication or requests, report them to [email protected].
  • All legitimate job openings can be found on the Institute on Aging Careers Page.

We encourage you to learn more about IOA by visiting us here.

IOA reserves the right to adjust work hours or duties when appropriate.

Institute on Aging is an Equal Opportunity Employer. Institute on Aging is committed to cultivating a diverse and inclusive work environment and providing equal opportunities to all employees and job applicants without regard to age, race, religion, color, national origin, sex, sexual orientation, gender identity, genetic disposition, neuro-diversity, disability, veteran status or any other protected category under federal, state and local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Skills Required

  • Bachelor's degree in Accounting or a related field
  • Minimum of 2 years of experience in accounts receivable/payable or general accounting
  • Proficiency in Microsoft Office Suite with strong Excel skills
  • Customer service-oriented with professional communication skills
  • Experience with NetSuite, AvidXchange, Expensify, WellSky, and StoriiCare
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The Company
457 Employees

What We Do

Institute on Aging (IOA) is a non-profit organization dedicated to helping aging adults and adults with disabilities live with dignity, independence, and joy. As a leading advocate for older adults in the Bay Area, IOA provides a broad spectrum of compassionate support, expert guidance, and essential services, including home care and case management, to ensure seniors maintain their independence for as long as it is safe to do so.

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