The Purpose of Your RoleThe Sr. Accountant leads month-end close activities including account reconciliations and performs accounting work to maintain accurate, timely and complete financial data compliant with GAAP and Company standards.
Key Performance Indicators and Reporting - Perform month-end close responsibilities, including creating and managing close workstreams, within the approved close calendar.
- Assigned balance sheet account reconciliations are prepared, reviewed, and/or overseen with 98% accuracy and on time.
- Transactions, journal entries, payroll entries, accruals, and adjustments are recorded with 98% accuracy and support.
- Financial schedules, budget support, forecast support, audit support, and compliance filings are accurate and on time.
- Quarterly suggestions are provided for automation, efficiency, control improvement, or reporting clarity.
- All assigned accounts and recurring entries have clean documentation and support.
Upon achieving these key performance indicators, your supervisor will meet with you to review progress and collaborate on establishing new performance goals that reflect continued growth and excellence.
Core Competencies - Demonstrate strong role-specific knowledge, judgment, organization, and follow-through required for Sr. Accountant.
- Demonstrate clear communication, confidentiality, accountability, and ability to work in a fast-moving national organization.
- Demonstrate ability to use data, systems, scorecards, and written documentation to make work visible and repeatable.
- Demonstrate professional collaboration with leaders, peers, and cross-functional partners without creating duplicate ownership.
- Demonstrate calm urgency, sound judgment, and willingness to escalate risks before they become larger problems.
Core ResponsibilitiesPrimary Role Execution - Leads the month-end close process, including close checklist ownership, follow-up with contributors, and timely escalation of missing inputs.
- Prepare and oversee balance sheet account reconciliations, investigate reconciling items, and ensure timely resolution with clean documentation.
- Prepare journal entries, accruals, reconciliations, schedules, and account analyses.
- Review assigned transactions for accuracy, coding, support, and compliance with accounting policy.
- Assist with monthly, quarterly, and annual financial statements and reporting packages.
Systems, Reporting and Quality - Use strong Excel skills and NetSuite or equivalent ERP/accounting systems to prepare schedules, analyze variances, reconcile accounts, and support accurate reporting.
- Prepare payroll entries, payroll reports, payroll audit support, and payroll-related documentation.
- Prepare compliance filings or support for taxes, census, personal property, revenue tax, and other required reports.
- Support automation and system improvements, including NetSuite or equivalent ERP/accounting system workflows, that increase accounting accuracy and close speed.
Cross-Functional Collaboration - Partner with assigned leaders and departments to keep handoffs clear, timely, documented, and aligned with Company priorities.
- Maintain clean records, trackers, SOPs, reports, and communication trails that support audits, diligence, training, and continuity.
- Escalate risks, unclear ownership, missing information, underperformance, compliance concerns, or client-impacting issues promptly.
Required Qualifications - Bachelor degree in accounting, finance, business, or related field preferred; equivalent experience may be considered.
- 4+ years of progressive accounting, GL, payroll accounting, AP, AR, or finance experience preferred.
- Working knowledge of GAAP, month-end close, balance sheet reconciliations, journal entries, and financial statements required.
- Experience leading assigned portions of the month-end close process required.
- Experience preparing and overseeing balance sheet account reconciliations required.
- Strong Excel skills required, including formulas, lookups, pivot tables, variance analysis, and reconciliation schedules.
- NetSuite or equivalent ERP/accounting system experience required.
- Must pass all required background checks and meet Company, privacy, security, licensure, payer, or regulatory requirements applicable to the role.
Skills and Expertise - General ledger accounting, leading assigned close activities, balance sheet reconciliations, journal entries, strong Excel, NetSuite or equivalent ERP/accounting systems, variance review, payroll support, audit support, and internal-control awareness.
Physical Demands - Regularly sit, stand, walk, talk, hear, type, and view computer screens for extended periods.
- Use standard office equipment including computer, phone, scanner, printer, video platform, secure systems, and shared drives.
- Communicate by phone, video, email, messaging, and in person with employees, clients, families, vendors, payers, providers, and internal departments as assigned.
- Occasionally lift or move office materials up to approximately 15 pounds, with reasonable accommodation as required by law.
- Maintain confidentiality while working with protected health information, employee information, financial information, and sensitive company records.
Required Reports - The specific reports, recipients, formats, and systems may vary depending on job assignments and Company needs.
Daily - Transaction and journal entry log: entries posted, items pending, and anything held for missing support, with status against the 48-hour recording standard.
- Cash and bank activity review: deposits, disbursements, and unusual or unrecognized items flagged for follow-up.
- Same-day escalation of discrepancies, out-of-balance conditions, or missing documentation that could affect the close.
Weekly - Reconciliation status for assigned balance sheet and other accounts: completed, in progress, and outstanding, with aging of open reconciling items.
- Open items and supporting-documentation log: invoices, accruals, and entries awaiting backup, with follow-ups identified.
- Progress against the month-end close calendar for assigned areas, flagging tasks at risk of missing the 7-business-day target.
Monthly - Month-end close package for assigned areas: journal entries, accruals, adjustments, balance sheet reconciliations, review notes, and full supporting documentation.
- Reconciliation accuracy and timeliness summary measured against the 98% standard, noting rework and root causes.
- Assigned financial schedules, budget-to-actual support, forecast support, and audit support deliverables.
- Compliance filing support status for assigned items.
- Quarterly (as due): suggestions for automation, efficiency, control improvement, or reporting clarity.
Disclaimer OCD Anxiety Centers has not designed this job description to contain a comprehensive list of all activities, duties, or responsibilities required of the employee. The Company may change, remove, or assign duties, responsibilities, and activities at any time, with or without notice, based on business needs, growth, compliance requirements, and operational priorities.
