Senior Staff Accountant

Senior Staff Accountant

Overview:

Relevate Health is a company made up of exceptional professionals with the business purpose of creating life-changing healthcare engagement, through our vision that every HCP communication is relevant. We are proud to be healthcare marketing experts who push ourselves, every single day, to the highest possible levels to further our purpose and exceed our goals. Our business successes have led to growth and our extraordinary culture is the cornerstone for an engaged and productive workforce.   

Job Summary:

We are seeking an experienced and detail-oriented Senior Accountant to join our finance team.  The role will assist in the preparation of monthly financial statements, verify financial records and transactions, support audit preparation and documentation, and manage and complete various regulatory reporting.  When we hire junior accountants, this role will also be responsible for training new staff and monitoring their work for accuracy. Our ideal candidate has at least five years of professional accounting experience with a track record for providing accurate and efficient work. 

This is a full-time remote position. For employees living within 40 miles of a Relevate Health office (Dallas, Cincinnati, or New Jersey), a hybrid schedule will apply.

Duties / Responsibilities:

• Helps manage the general ledger and assists month-end and year-end close processes 

• Prepares and records asset, liability, revenue, and expenses entries by compiling and analyzing account information. 

• Ensures the integrity of accounting information by recording, verifying, consolidating, and entering transactions and reconciling activity at close. 

• Maintains and balances subsidiary accounts by verifying, allocating, posting, and reconciling transactions and resolving discrepancies. 

• Maintains account balances and bank reconciliations 

• Assists with external audit by analyzing general ledger accounts and providing information for auditors. 

• Ensure compliance with internal controls, policies, and regulatory requirements

• Assist with audits by preparing schedules, documentation, and responding to auditor inquiries

• Analyze financial data to identify trends, risks, and opportunities for improvement

• Maintain and improve accounting processes, systems, and documentation for efficiency and scalability

• Collaborate cross-functionally with departments such as FP&A, operations, and sales

• Support special projects, including system implementations, process improvements, and ad hoc financial analysis

Skills and Qualifications:

• Bachelor’s degree in Accounting (Master’s in Accounting/Finance or MBA is a plus)

• Certified Public Accountant (CPA) license, or working toward completion

• 5+ years of progressive accounting experience in public accounting

• Strong knowledge of U.S. GAAP and financial reporting standards

• Proven experience with month-end and year-end close processes a plus

• Advanced proficiency in accounting software/ERP systems (e.g., NetSuite, SAP, Oracle)

• High-level Microsoft Excel skills (pivot tables, lookups, data analysis)

• Experience preparing and analyzing financial statements and supporting schedules

• Strong understanding of internal controls and compliance requirements (e.g., SOX, if applicable)

• Excellent analytical, problem-solving, and attention-to-detail skills

• Effective communication skills with the ability to collaborate cross-functionally and present financial information clearly

Working Conditions:

• Hybrid working if within 40 miles of a Relevate Health Office (Dallas, Cincinnati, New Jersey)

• Remote working if outside 40 miles of a Relevate Health Office

• Travel may apply based on position

• Hours may vary based on position and location of client