Senior Accountant - Hybrid

ReleasePoint
Claremont, CA Full Time
POSTED ON 4/24/2024

ReleasePoint is an innovation leader in the area of medical information retrieval, exchange and analytics. Founded in Southern California in 1970 with over 45 years in the medical record retrieval industry, ReleasePoint brings tremendous experience and resources to the Release of Information market. Our products help some of the world’s largest insurance carriers to maximize revenue at scale while ensuring compliance. We currently employ around 600 employees across the United States, Philippines and India, who are responsible for retrieving and processing the medical information of over 1.5 million patient records every year.

The Senior Accountant shall support all accounting operations within the organization, verify financial records and transactions, and manage the accounting team.  The incumbent combines excellent analytic skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts.

Essential Functions
  • Maintain books and records in accordance with department policies and procedures
  • Review and prepare monthly and quarterly journal entries and account reconciliations for areas as assigned, ensuring high work product and level of detail
  • Prepare daily reconciliation of cash balances, and periodic check requests
  • Review account reconciliations and account activity analysis
  • Assess, research and document appropriate sales transactions within our business model
  • Identify risks, implement standards and controls, and maintain proper process documentation
  • Identify exceptions and problems affecting accounting records
  • Prepare financial and tax packages, compliance reports, and other reports
  • Identify and drive process improvement or other projects
  • Reconcile and analyze accounts monthly, review reconciliations and reports prepared by others, and promptly research and correct any variances
  • Ensure compliance with GAAP principles
  • Participate in special projects; including process improvements 
  • Perform other duties as assigned

Requirements

Skills & Competencies

  1. Financial management
  2. Thorough knowledge of basic accounting procedures
  3. In-depth understanding of Generally Accepted Accounting Principles (GAAP)
  4. Business acumen
  5. Ethical conduct
  6. Communication proficiency
  7. Foreign currency translation
  8. Hands-on experience with accounting software programs, such as Sage, QuickBooks

Education and Experience Requirements
  1. Bachelor's degree in accounting or finance
  2. 5 years in an accounting environment, or public accounting preferred
  3. CPA certification strongly desired

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