Staff Accountant - Upward Health : Job Details

Company Overview:

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs – everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals – because we know that health requires care for the whole person. It's no wonder 98% of patients report being fully satisfied with Upward Health!

Job Title & Role Description:

As a Staff Accountant at Upward Health, you will play a critical role in ensuring the accuracy and integrity of financial records. You will be responsible for day-to-day accounting functions, including preparing financial reports, managing accounts payable, reconciling bank statements, and assisting with month-end and year-end close processes. This position will work heavily in accounts payable, serving as the primary contact for the A/P function but will also be able to contribute to other areas as the company grows.

Skills Required:

• Bachelor's degree in Accounting, Finance, or related field
• 1-3 years of accounting experience, preferably in a healthcare or similar environment
• Strong proficiency with accounting software (Intacct, NetSuite, or similar)
• Advanced Excel skills (pivot tables, VLOOKUP, financial modeling)
• Knowledge of GAAP and financial reporting standards
• Strong organizational and time-management skills
• Excellent verbal and written communication skills
• Ability to handle multiple tasks and meet deadlines under pressure
• High attention to detail and accuracy in data entry
• Strong Accounts Payable background

Key Behaviors:

Proactive Problem Solving:

• Takes initiative to identify issues early and seeks solutions.

Team Collaboration:

• Works effectively with internal departments and external stakeholders to achieve common financial goals.

Accountability:

• Takes ownership of assigned tasks, meeting deadlines and maintaining high standards of accuracy.

Adaptability:

• Adjusts quickly to changes in a fast-paced, growing environment.

Customer Focus:

• Approaches work with a patient-first mentality, understanding the impact of financial work on overall operations.

Competencies:

Technical Proficiency:

• Demonstrates expertise in accounting principles and the use of relevant software tools.

Attention to Detail:

• Ensures that all financial data is accurate, precise, and compliant with company policies.

Time Management:

• Manages multiple tasks and deadlines effectively, prioritizing work as needed.

Communication:

• Clearly communicates financial information to both finance professionals and non-financial team members.

Analytical Thinking:

• Identifies patterns and discrepancies in financial data and provides meaningful insights to improve processes.

Ethical Standards:

• Maintains integrity and confidentiality when handling sensitive financial information.

Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.

Compensation details: 60000-65000 Yearly Salary

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