Senior Accountant

    • Job Tracking ID: 512365-611745
    • Job Location: Petaluma, CA
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: March 13, 2018
    • Years of Experience: 5 - 7 Years
    • Starting Date: ASAP
Invite a friend
facebook LinkedIn Twitter Email

Job Description:

The Petaluma Health Center’s mission is to provide high quality health care, with access for all, in Southern Sonoma County. The Center accomplishes this mission through collaborative, innovative programs, services and referral resources that meet the economic needs of the entire community.

The Petaluma Health Center is an eight-time award winner in the North Bay Business Journal’s Best Places to Work for 2017, 2016, 2015, 2014, 2013, 2012, 2011 and 2009 and we were named as one of '2015 Healthiest Companies in the North Bay' by the North Bay Business Journal.

We are a Federally Qualified Health Center (FQHC) that provides primary medical care and mental health services to residents of Petaluma, Rohnert Park, Cotati, Penngrove and surrounding areas. We are organized as a private, non-profit corporation and governed by a consumer and community led Board of Directors.

For more information about us, please visit us at

Position Title: Senior Accountant

Summary: Under the direction of the Director of Finance, this position assists in various activities surrounding the preparation of financial statements and supporting documents, and oversees review of accounting system inputs/outputs for accuracy and reasonableness. The Senior Accountant will perform daily operational accounting tasks, expense management and compliance, and will play an important role in the monthly, and year-end close processes, including preparation of journal entries and reconciliation of various sub-ledgers. The Senior Accountant assists with various projects including annual audit and UDS and OSHPD reporting, and provides financial and technical expertise to support daily operations and recommends improvements to department processes. The Senior Accountant assists the Senior Reimbursement Analyst with operational accounting tasks regarding revenue management, including preparation of journal entries and reconciliation of various sub-ledgers.

The Senior Accountant gathers, processes, and summarizes complex financial information to provide support to the organization's fiscal functions and applies accounting reporting requirements in accordance with generally accepted accounting principles related to the goals of the health center. This position has the opportunity to contribute to the creation of a robust and scalable infrastructure as well as assisting with implementation and on-going maintenance of internal control compliance.

Areas of Responsibility:

  • Participate in month-end close (assigned accruals, assigned reconciliations, analysis of accounts, etc.) that conform to GAAP in a timely and accurate manner. Specific duties include, but are not limited to, the following:
  • Prepare general ledger journal entries, including payroll, vendor accruals, fixed asset depreciation, vacation accruals, and other assigned accounts
  • Perform monthly bank account reconciliations and prepare journal entries as required to balance the general ledger and associated accounting entities to the reconciled bank balances
  • Prepare monthly reconciliations relating to cash, prepaid expenses, accrued liabilities, fixed assets, and other assigned accounts
  • Assist with preparation of financial statements and departmental performance reports
  • Prepare monthly direct Cash Flow Statement
  • Maintain the general ledger chart of accounts and assign new account codes as required, and ensure new accounts are added to financial reporting structures
  • Assist with the preparation of internal and external schedules to facilitate annual audits, cost reports, OSHPD and UDS reporting, and 990 filings
  • Maintain fixed asset sub-ledgers, post depreciation, and reconcile to general ledger
  • Assist the Reimbursement Analyst in the revenue cycle. Duties include, but are not limited to:
  • Preparation of Medicare Cost Report and Medi-Cal PPS Reconciliations
  • Review rate calculations for accuracy and maximization of revenue
  • Assist with third party reimbursement audits of assigned facilities. Review and respond to proposed audit adjustments
  • Reconciles assigned reimbursement settlement accounts
  • Assist in the preparation of the annual budget for patient revenue and contractual adjustments
  • Prepare quarterly provider bonus and monthly call and hospital pay worksheets for inclusion in provider payroll
  • Perform compliance testing against company invoicing and reimbursement policies, and educate/escalate as needed
  • Manage independent contractor and contract database
  • Develop recommendations for increased efficiencies and participate in process improvement and system implementation projects
  • Assist in the development, implementation, adherence, and ongoing maintenance of internal policies, procedures, and controls
  • Perform financial analyses, special projects, and develop ad-hoc reports to cross-functional departments and management as requested

Experience and Skills:

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.


  • Bachelor's degree in Finance or Accounting, or equivalent degree and/or experience required
  • 8-10 years of accounting experience, with at least 5 years in the health care industry desired

Desired Skills:

  • Strong analytical and problem solving skills, with a strong process improvement mindset
  • Perform professional accounting work utilizing a computer-based financial management system, and apply generally accepted accounting principles
  • Result-oriented and service-minded with ability to develop and foster relationships with key stakeholders internally and externally
  • Willingness to adapt to the many changing requirements/needs of a growing health center
  • Familiarity with non-profit accounting principles
  • Excellent interpersonal skills, collaborative work ethic, and ability to work in a team-oriented culture
  • Motivated, self-directed, and proactive with a willingness to take on additional projects
  • Proven track record of excellence, ownership, and accountability for assigned tasks
  • Confident personality supported by disciplined, logical thinking and fact-based, documented conclusions and opinions
  • Ability to exercise a high degree of independent judgment on diverse and specialized accounting projects under deadlines and competing priorities
  • Highly focused, organized, and detail-oriented
  • Excellent oral and written communication skills
  • Represents Petaluma Health Center in a manner consistent with its culture and values

Mathematical Skills: Ability to add, subtract, multiply, divide in all units of measure, using whole numbers, common fractions and decimals.

Reasoning Ability: Ability to recognize problems, collect data and establish facts.

Computer Skills: Familiarity with financial systems such as Financial Edge or Great Plains. Strong proficiency with Microsoft Office including Excel, Word, Access, and Outlook, with an emphasis on advanced spreadsheet skills.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Movement within health center complex environment repeatedly throughout the day
  • Ability to write by hand, use phone, use computer keyboard and mouse extensively to perform general office functions
  • Manual wrist and finger dexterity and wrist-finger speed sufficient to perform repetitive actions for extended periods of time
  • Ability to effectively communicate by hearing continuously and speech in a manner which can be understood by a diverse population
  • Ability to give and follow verbal and written instructions with attention to detail and accuracy
  • Must have visual acuity near and far (20 inches to 20 feet), depth perception, field of vision, ability to focus on an object, ability to identify and distinguish colors
  • Ability to sit or stand for extended periods of time (minimum periods of one (1) hour at a time)
  • Ability to frequently walk, bend, squat, stoop, kneel, twist, crouch, and climb with the use of a step stool
  • Ability to grasp, hold and pick up and reach with hands and arms
  • Ability to frequently lift and or move up to fifteen (15) pounds
  • Ability to occasionally lift and carry up to twenty-five (25) pounds (periodic lifting of supplies or equipment)
  • Ability to coordinate multiple tasks simultaneously
  • Ability to travel to and from other health center sites and community locations