Senior Full Charge Bookkeeper

Job Description

Job Description

Description :

Reports to : Chief Executive Officer

Direct Reports : Yes

FLSA : Salary, Exempt

General Summary : The Senior Full Charge Bookkeeper plans, implements, and manages the finance-related activities and initiatives of Medical Equation. As a member of the management team, will be involved in strategic planning, budget control, and financial evaluation.

Essential Functions :

• Keep Board of Directors updated on ongoing operations and issues
• Serve as a leading resource for all finance related questions or concerns
• Manage accounts payable, accounts receivable, and payroll
• Prepare financial documents such as business reports, financial forecasts, and statements to understand the financial state of business
• Monitor Medical Equation’s financial reports and determine ways to reduce costs
• Manage the production of the annual budget and forecasts and monitor on a monthly basis
• Manage the finance employees, including training, coaching, and counseling, reviews, write ups, and creating and maintaining all documentation of an employee’s lifecycle
• Contract management (Customer Contracts, Vendor Contract, Physician Contracts, etc.)
• Assist teams in finding solutions to problems and ensuring information flows between teams, as needed
• Coordinate with other departments for daily operations as well as the overall success and efficiency of the company
• Manage escalated situations between teams or with a client
• Maintain a professional and courteous relationship with both coworkers and customers through all forms of communication
• Uphold Medical Equations Policies
• Various assignments as needed by the Chief Operations Officer and Board of Directors

Competencies :

Requirements :

Required Experience :

Preferred Experience :

Budget forecasting experience is highly desired

Education :

Bachelor’s degree in business administration, finance, accounting, or related experience (Preferrable).

Work Environment

This job operates in a professional office environment. This is largely a sedentary role. The role routinely uses standard office equipment such as computers, phones, and photocopiers.

Physical Demands

The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The position

requires the ability to occasionally lift office products and supplies, up to ten (10) pounds.

Travel

Travel is not required for this position.

Equal opportunity

Medical Equation is an equal-opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics.

Disclaimer

This job description does not necessarily include every responsibility, requirement, skill, or working condition associated with this role. This description is intended to reflect the role currently and management will revise the role, as needed, and may require that different tasks be performed, in order to meet the needs of the business.