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CareOregon Sr Accountant - Reporting & Analysis in Portland, Oregon

Job Title

Sr Accountant – Reporting and Analysis

Department

Finance

Exemption Status

Exempt

Requisition #

24611

Direct Reports

N/A

Manager Title

Accounting Manager

Pay & Benefits

Estimated hiring range $88,430 - $108,080/year, 5% bonus target, full benefits.

www.careoregon.org/about-us/careers/benefits

Posting Notes

This role is a hybrid position with a few times per year in the Portland office.

General Statement of Duties

This position performs senior level accounting functions for the organization. Primary responsibilities include general ledger maintenance, 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 in 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 developing accounting staff.

    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

    Physical Skills and Abilities

    Lifting/Carrying up to 0 Pounds

    Pushing/Pulling up to 0 Pounds

    Pinching/Retrieving Small Objects

    Crouching/Crawling

    Reaching

    Climbing Stairs

    Repetitive Finger/Wrist/Elbow/

    Shoulder/Neck Movement

    0 hours/day

    0 hours/day

    0 hours/day

    0 hours/day

    0 hours/day

    0 hours/day

    More than 6 hours/day

    Standing

    Walking

    Sitting

    Bending

    Seeing

    Reading

    Hearing

    Speaking Clearly

    0 hours/day

    0 hours/day

    0 hours/day

    0 hours/day

    More than 6 hours/day

    More than 6 hours/day

    3-6 hours/day

    3-6 hours/day

    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 (3-4 years’ Accountant experience may be considered with a Bachelor’s Degree in Accounting or Finance and with core experience from public accounting or financial reporting)

    Preferred:

  • Work experience in health insurance

  • Work experience in public accounting or financial reporting (tax and/or regulatory)

  • Bachelor’s Degree in Accounting, Finance, or related field

  • 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

  • Other: Ability to work during Finance Core Business Hours

#LI-HYBRID

Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment.

Veterans are strongly encouraged to apply.

We are an equal opportunity employer. CareOregon considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.

Visa sponsorship is not available at this time.

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