Senior Accountant - Payroll Tax Filings

To protect the health and well-being of our members, employees and community, CareOregon requires all employees to be fully vaccinated against COVID-19 or have an approved medical or religious exception as a qualification of employment.

Candidates who receive an offer of employment by CareOregon, must provide proof of COVID-19 vaccination or submit a medical or religious exception request, which will be evaluated in accordance with CareOregon's standard accommodation process.

Job Title	Sr Accountant
Exemption Status	Exempt
Department	Finance
Manager Title	Director Accounting Operations or Manager Accounting Operations
Direct Reports	n/a
Requisition #	23049

Job Summary

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.

This position's area of focus and expertise consists of one of the following:

1. General Accounting, including coding on accounts payable processed invoices and check requests, account reconciliations, journal entry preparation, ad hoc reports, and treasury functions including initiating wire transfers and other automated clearing house transactions.
2. Payroll & Payroll Benefits Accounting, including payroll and payroll benefits accounting, collaboration with Human Resources to ensure the company's compliance with local, state and federal payroll and payroll benefit regulations, review of bi-weekly payroll and manual payroll checks for payment approval, maintenance of payroll and benefit account reconciliations, preparation of check requests for benefits paid outside of the payroll system, and preparation of bi-weekly 401(k) uploads.
3. Payroll Tax Filings & Accounting, including payroll tax filings and accounting, collaboration with Human Resources to ensure the company's compliance with local, state and federal payroll and payroll benefit regulations, maintenance of payroll tax accounts, correspondence with payroll processor related to amendments to tax filings and discrepancies, filing of payroll tax and workers compensation, and state and local tax account setup as needed for new jurisdictions.

Essential Responsibilities

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.

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.

Administration

• Support and train developing accounting staff.
• 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.

Organizational Responsibilities

• Perform work in alignment with the organization's mission, vision and values.
• Support the organization's commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.
• Strive to meet annual business goals in support of the organization's strategic goals.
• Adhere to the organization's policies, procedures and other relevant compliance needs.
• Perform other duties as needed.

Experience and/or Education

Required

• Minimum 5 years' experience as an Accountant (3-4 years' Accountant experience may be considered with a Bachelor's degree in Accounting and with core experience from public accounting or financial reporting)

Preferred

• Accounting work experience in the health insurance industry
• Bachelor's Degree in Accounting, Finance, or related field
• CPA license

Knowledge, Skills and Abilities Required

Knowledge

• 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

Skills and Abilities

• 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.)
• 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.)
• 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
• Strong attention to detail and accuracy; ability to produce high quality output, requiring some regular review
• 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
• Time management skills; ability to prioritize work and complete tasks on time
• Ability to effectively collaborate with coworkers
• Ability to accept feedback and adapts to change
• High degree of initiative, motivation, and professionalism
• Ability to maintain a positive attitude

• Ability to work effectively with diverse individuals and groups

• Ability to learn, focus, understand, and evaluate information and determine appropriate actions
• Ability to accept direction and feedback, as well as tolerate and manage stress
• Ability to see, read, and perform repetitive finger and wrist movement for at least 6 hours/day
• Ability to hear and speak clearly for at least 3-6 hours/day

Working Conditions

Indoor/Office Community Facilities/Security Outdoor Exposure

Member/Patient Facing: No Telephonic In Person

Hazards: May include, but not limited to, physical and ergonomic hazards.

Equipment: General office equipment

Travel: May include occasional required or optional travel outside of the workplace; the employee's personal vehicle, local transit or other means of transportation may be used.

Schedule: Ability to work during Finance Core Business Hours.

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.

Equal opportunity employer. This company considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.