Accountant Senior - Reporting & Analysis

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Estimated Hiring Range:

Bonus Target:

Current CareOregon Employees: Please use the internal Workday site to submit an application for this job.

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General Statement of Duties

This position performs senior level accounting functions for the organization.  Primary responsibilities include general ledger maintenance and analysis and reporting.  This position is also responsible for internal and external relations, auditing, and general administration. 

Essential Position Functions

General Ledger Maintenance & Analysis

• Prepare routine to complex general ledger journal entries and calculate large estimates; assist in reviewing routine journal entries performed by others.
• Prepare monthly account reconciliations for complex accounts; maintain appropriate GL support.
• Review and analyze data to ensure accuracy and regulatory compliance; make or coordinate corrections as needed.
• Prepare advanced trend and data analysis
• Interact with accounts payable staff on AP and cash receipts activities, including reviewing and coding invoices.

Reporting

• Prepare monthly financial reporting packages.
• Prepare external financial reporting, including regulatory filings; respond to regulatory inquiries.
• Develop reports for ad-hoc requests using excel or GL software; run routine reports.
• Maintain and create financial reports in reporting software.
• Participate in presenting financial statements at Finance Committee and Board meetings with outside entities.
• Support year-end audit request and assist in audited financial statement preparation.
• Prepare financial reports and statements as required by various regulatory agencies, including the Oregon Health Authority, the Oregon Insurance Division, CMS and the IRS.
• Prepare annual tax filings including form 990, form 990T and CT-12
• Assist with any other regulatory agency audit as needed to provide the information requested.

Internal & External Relations

• Develop and maintain effective working relationships with internal departments, teams, and leaders and external entities
• Serve as an advanced resource for finance staff.
• May participate regularly-scheduled and ad-hoc meetings/webcasts with/by internal and external business owners (CCOs, Medicare, Mental Health, NEMT etc.) and regulators to ensure accurate and complete financial reporting and knowledge sharing.

Leadership

• Support and train coworkers.

Administration

• Participate in 1:1, team, and department meetings; attend All Staff meetings.
• Track and document allocation of time.
• Identify and help implement process improvements with minimal supervision.

Essential Department and Organizational Functions

• Propose and implement process improvements.
• Meet deadlines for completion of workload.
• Maintain agreed upon work schedule.
• Demonstrate cooperation and teamwork.
• Provide cross-training on specific job responsibilities.
• Meet identified business goals that contribute to departmental goals.
• Perform other duties as assigned.

Knowledge, Skills and Abilities Required

Technical

• Mastery of one or more core organizational accounting functions (e.g., IBNR, Medicare estimates, Risk Corridors, Financial Reporting, Regulatory Reporting, Tax Reporting, Audit, Reporting software)
• Proficient understanding of GAAP and applicable laws and regulations; ability to recommend appropriate accounting and reporting treatment for transactions
• Proficient understanding of internal controls and department policies and procedures
• Ability to interpret data; strong research and analytical skills
• Intermediate Microsoft Excel skills (e.g., advanced formulas, sumifs, vlookups, pivots, appropriate application of formulas and graphs, etc.)

Communication

• Effective communication skills, including listening, verbal, and written; developing ability to influence others
• Ability to articulate and present information within the department
• Ability to communicate with external parties (e.g., auditors, actuaries, regulatory agencies, etc.)

Leadership

• Ability to effectively assist with projects and/or lead small projects
• Ability to support implementation of organizational or departmental change
• Ability to identify and help implement process improvements with some supervision

Other

• Quality and Accuracy - Strong attention to detail and accuracy; ability to produce high-quality output, requiring some regular review
• Problem Solving and Critical Thinking - Ability to identify problem, inconsistencies, unexpected results, relevant information and uncertainties; ability to interpret an organize information in a meaningful way and articulate assumptions; ability to communicate findings and potential solutions to appropriate team member
• Organization and Time Management – Ability to prioritize work and complete tasks on time
• Teamwork - Ability to effectively collaborate with coworkers
• Feedback - Ability to accept feedback and adapts to change
• Professionalism - Possess a high degree of initiative, motivation, and professionalism
• Positive Attitude - Ability to maintain a positive attitude

Cognitive and Other Skills and Abilities

Ability to focus on and comprehend information, learn new skills and abilities, assess a situation and seek or determine appropriate resolution, accept managerial direction and feedback, and tolerate and manage stress.

Education and/or Experience

Required:

• Minimum 5 years’ experience as an Accountant or Bachelor’s Degree in Accounting or Finance with minimum 3 years Accountant experience may be considered

Preferred:

• Work experience in health insurance
• Work experience in public accounting or financial reporting (tax and/or regulatory)
• CPA license

Working Conditions

• Environment:  This position’s primary responsibilities typically take place in the following environment(s) (check all that apply on a regular basis):

☒ Inside/office             ☐ Clinics/health facilities         ☐ Member homes

☐ Other_________________________________________

• Travel:  This position may include occasional required or optional travel outside of the workplace, in which the employee’s personal vehicle, local transit, or other means of transportation may be used.
• Equipment:  General office equipment
• Hazards:  n/a

We offer a strong Total Rewards Program. This includes competitive pay, bonus opportunity, and a comprehensive benefits package.  Eligibility for bonuses and benefits is dependent on factors such as the position type and the number of scheduled weekly hours. Benefits-eligible employees qualify for benefits beginning on the first of the month on or after their start date. CareOregon offers medical, dental, vision, life, AD&D, and disability insurance, as well as health savings account, flexible spending account(s), lifestyle spending account, employee assistance program, wellness program, discounts, and multiple supplemental benefits (e.g., voluntary life, critical illness, accident, hospital indemnity, identity theft protection, pre-tax parking, pet insurance, 529 College Savings, etc.). We also offer a strong retirement plan with employer contributions. Benefits-eligible employees accrue PTO and Paid State Sick Time based on hours worked/scheduled hours and the primary work state. Employees may also receive paid holidays, volunteer time, jury duty, bereavement leave, and more, depending on eligibility. Non-benefits eligible employees can enjoy 401(k) contributions, Paid State Sick Time, wellness and employee assistance program benefits, and other perks. Please contact your recruiter for more information.

We are an equal opportunity employer

CareOregon is an equal opportunity employer.  The organization selects the best individual for the job based upon job related qualifications, regardless of race, color, religion, sexual orientation, national origin, gender, gender identity, gender expression, genetic information, age, veteran status, ancestry, marital status or disability. The organization will make a reasonable accommodation to known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the operation of our organization.