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Staff Accountant

Job Summary:

Reporting to the Sr. Manager, Accounting, the Staff Accountant role is responsible for assisting in monthly accounting closes; year-end financial audits; recording of daily transaction details, reconciliations; and other operational areas in finance.



Responsibilities:
  • You will post daily cash receipts for over 30 bank accounts.
  • You will monitor and process auto debits, manual wires, sweep transfers transactions for all bank accounts.
  • You will prepare monthly bank reconciliations for all bank accounts.
  • You will reconcile Paypal, Braintree, and Square accounts, including the entry of merchant fees.
  • You will prepare inter-company journal entries.
  • You will collaborate with Accounts Payable to resolve outstanding checks.
  • You will reconcile and balance general ledger accounts; as well as investigate and resolve variances in ledger accounts.
  • You will ensure all fixed assets transactions are accurately recorded in the general ledger, observing accounting guidelines and performing reconciliations.
  • You will record prepaid expenses and their corresponding amortization.
  • You will compile and analyze information to prepare journal entries.
  • You will help with the annual audit process by preparing detailed schedules and providing documentation to external auditors.


Qualifications:
  • Bachelor's degree in Accounting, Finance or related field.
  • 2+ years of professional work experience.
  • ERP system experience (Workday).
  • Experience communicating analytical findings for a range of different audiences.
  • Intermediate to advanced proficiency in Microsoft Excel.
  • Ability to handle confidential material.
  • A focus on maintaining a high standard of accuracy, following strict timelines.


Physical/Cognitive Requirements:
  • Capability to remain seated in a stationary position for prolonged periods.
  • Eye-hand coordination and manual dexterity to operate keyboard, computer and other office-related equipment.


The United States new hire base salary target ranges for this full-time position are:

Zone A: $52,380 - $68,090 + equity + benefits

Zone B: $57,618 - $74,899 + equity + benefits

Zone C: $62,856 - $81,708 + equity + benefits

Zone D: $68,094 - $88,517 + equity + benefits


This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.


Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry.


Benefits & Perks:

In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more: 

Remote-first culture

401(k) savings plan through Fidelity

Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)

Paid Time Off ("PTO") and Discretionary Time Off (“DTO")

12 weeks of 100% Paid Parental leave

Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.

Work-From-Home reimbursement to support team collaboration home office work


Your recruiter will share more about the salary range and benefits package for your role during the hiring process.

About Included Health:

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.

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Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.


About Included Health


Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.


-----

Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.

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Average salary estimate

$70448.5 / YEARLY (est.)
min
max
$52380K
$88517K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Staff Accountant, Included Health

If you're looking for an exciting opportunity to grow your accounting skills while working from the comfort of your home, Included Health is searching for a dedicated Staff Accountant to join our team! In this role, reporting directly to the Sr. Manager of Accounting, you will play a pivotal role in ensuring our financial operations run smoothly. Your daily tasks will include posting cash receipts across more than 30 bank accounts and managing various transactions, such as auto debits and manual wires. You'll also take charge of preparing monthly bank reconciliations and reconciling accounts like PayPal, Braintree, and Square. Collaborating with our Accounts Payable team to resolve outstanding checks will be a key aspect of your job. You'll reconcile general ledger accounts, investigate variances, and ensure the accuracy of fixed assets transactions. If you're someone who loves analyzing numbers and compiling information, you'll excel in preparing journal entries and contributing to the annual audit process. A bachelor's degree in Accounting or Finance, along with 2+ years of relevant experience, will put you on the right path to success in this position. Proficiency in an ERP system like Workday and advanced Excel skills are essential, and your attention to detail will ensure that you meet our high standards of accuracy. Join Included Health and be part of a mission-driven team that's raising the standard of healthcare for everyone everywhere!

Frequently Asked Questions (FAQs) for Staff Accountant Role at Included Health
What are the main responsibilities of a Staff Accountant at Included Health?

As a Staff Accountant at Included Health, your main responsibilities include posting daily cash receipts for various bank accounts, monitoring transactions such as auto debits and manual wires, preparing monthly bank and account reconciliations, and ensuring all fixed assets transactions are accurately recorded. You will also work closely with other departments, like Accounts Payable, to resolve discrepancies, and assist in preparing for annual audits by compiling detailed documentation.

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What qualifications do I need for the Staff Accountant position at Included Health?

To be considered for the Staff Accountant role at Included Health, you need a bachelor's degree in Accounting, Finance, or a related field, along with at least 2 years of professional experience. Familiarity with ERP systems, especially Workday, and advanced proficiency in Microsoft Excel are crucial. Additionally, strong analytical skills, the ability to handle confidential information, and a commitment to maintaining accuracy are essential qualifications for this position.

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What tools and software do Staff Accountants at Included Health typically use?

Staff Accountants at Included Health primarily use ERP systems like Workday for financial reporting and transaction management. Additionally, advanced Microsoft Excel skills will be essential for data analysis, reconciliation tasks, and preparing financial documents. Familiarity with online payment platforms like PayPal, Braintree, and Square will also be beneficial for reconciling transactions accurately.

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Can you explain the importance of bank reconciliations for a Staff Accountant at Included Health?

Bank reconciliations are crucial for Staff Accountants at Included Health as they ensure that the company's financial records accurately reflect the status of its bank accounts. This process involves verifying transactions, identifying discrepancies, and correcting errors, which is essential in maintaining the integrity of financial data and supporting accurate reporting. Regular reconciliations also help in managing cash flow effectively.

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What are the growth opportunities for a Staff Accountant at Included Health?

At Included Health, Staff Accountants have numerous opportunities for professional growth. You can develop your skills through mentorship programs, participate in ongoing training, and take on increasing responsibilities within the finance department. As Included Health continues to grow, there may also be opportunities for advancement into senior accounting roles, finance leadership positions, or specialized areas like financial analysis or tax compliance.

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Common Interview Questions for Staff Accountant
Can you describe your experience with financial reconciliations?

When answering this question, highlight your hands-on experience with bank account reconciliations and any financial discrepancies you've identified in past roles. Emphasize your attention to detail and the importance of accuracy in financial reporting.

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What accounting software have you used, and how proficient are you with it?

Discuss any experience you have with ERP systems like Workday, as well as your proficiency in tools like Microsoft Excel. Explain specific functions you've used, such as pivot tables or formulas, that demonstrate your competency.

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How do you ensure accuracy in your accounting work?

Detail the processes you follow to maintain accuracy, such as double-checking entries, regular reconciliations, and adherence to accounting principles and guidelines. Share examples of how this focus on accuracy has positively impacted previous projects or audits.

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Describe a time you faced a challenging accounting problem and how you resolved it.

Share a specific instance where you encountered a significant issue in your accounting work, such as a discrepancy in financial statements. Outline the steps you took to investigate and resolve the issue, emphasizing your analytical skills and proactive approach.

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What is your experience with preparing journal entries?

Explain your familiarity with creating journal entries, including your process for compiling data and ensuring accuracy. Highlight your understanding of when and how to record various transactions.

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How do you stay updated on accounting regulations and best practices?

Discuss the resources you utilize to keep current with accounting standards, such as attending webinars, following relevant publications, and being a member of accounting organizations. Stress the importance of continuous learning in the field of accounting.

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What steps do you take to collaborate effectively with other departments?

Talk about your communication skills and how you make an effort to understand the needs of other departments. Share specific examples of successful collaborations, such as instances where you worked closely with Accounts Payable or finance teams.

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How do you handle tight deadlines and pressure during the month-end close?

Share your time management strategies, such as prioritizing tasks and organizing your workload to meet deadlines. Use an example of how you successfully navigated a busy close period in the past.

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Can you provide an example of an improvement you made in a previous accounting role?

Describe a process you identified as inefficient and the steps you took to improve it, whether through technology or refining existing processes. Show how this improvement led to enhanced efficiency or accuracy.

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What do you know about Included Health and its mission?

Show that you've researched Included Health and understand its commitment to integrated virtual care and raising healthcare standards. Mention how this aligns with your values and how you could contribute to this mission in the Staff Accountant role.

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Our mission is to raise the standard of healthcare for everyone.

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Inclusive & Diverse
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Full-time, remote
DATE POSTED
March 20, 2025

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