Senior Accountant
San José Clinic, Houston, TX, United States
Description
Position Summary: The Senior Accountant serves as the lead accounting professional responsible for the day-to-day financial operations of San José Clinic. This role is highly hands-on and tactical, ensuring accurate and timely financial reporting, maintaining strong internal controls, and supporting the organization’s financial health.
Working closely with executive leadership, the Senior Accountant will manage core accounting functions, oversee transactional processes, and provide reliable financial data to support decision-making.
Key Responsibilities
Day-to-Day Accounting Leadership
Serve as the lead for all daily accounting operations, including general ledger, accounts payable, accounts receivable, and payroll coordination
Ensure timely and accurate recording of all financial transactions
Maintain and oversee month-end and year-end close processes
Reconcile bank accounts, balance sheets, and key financial accounts
Financial Reporting & Analysis
Prepare monthly financial statements and supporting schedules
Manage and prepare grant-level financial reporting, ensuring accuracy, compliance, and adherence to strict reporting deadlines
Provide variance analysis and explanations for leadership review
Support preparation of reports for executive leadership and Board of Directors
Assist in tracking organizational financial performance against budget
Budgeting & Financial Support
Assist in the development and monitoring of the annual budget
Work with department leaders to track expenses and provide financial insights
Support forecasting and cash flow monitoring
Compliance & Internal Controls
Ensure compliance with GAAP, nonprofit accounting standards, and internal policies
Maintain strong internal controls over financial processes
Lead external audits and financial reviews
Ensure proper documentation and audit readiness
Process Improvement & Systems
Identify and implement improvements to accounting processes and workflows
Support optimization of financial systems (Paylocity, Aplos software)
Partner with HR and Finance leadership on payroll, benefits accounting, and reporting accuracy
Collaboration & Support
Serve as a key liaison between Finance, HR, and operations teams
Provide guidance to administrative staff involved in financial processes
Support leadership with ad hoc financial analysis and special projects
Requirements
Qualification, Education and Experience
Bachelor’s degree in Accounting, Finance, or related field (required)
5–8+ years of progressive accounting experience
Experience in nonprofit or healthcare environment strongly preferred
Technical Skills
Strong knowledge of GAAP and nonprofit accounting practices
Experience with accounting systems and payroll platforms (Paylocity experience a plus)
Advanced Excel skills (pivot tables, formulas, and Power Query preferred)
Financial analysis skills (reconciliations, reporting, and modeling)
Systems & Integrations: Experience improving or implementing financial systems and workflows; ability to think in systems and demonstrate measurable outcomes from past process or system improvements
Core Competencies
Highly detail-oriented and organized
Hands‑on, tactical, and execution‑focused
Strong problem‑solving and analytical skills
Ability to manage multiple priorities and meet deadlines
Strong communication skills with ability to translate financial data for non‑financial leaders
Physical Requirements
Ability to sit, stand, bend and stoop for long periods of time.
Ability to exert up to 50 pounds of force occasionally/ frequently.
Ability to respond to emergency/crisis situations.
Exposure to noise.
Exposure to blood and/or fluids.
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Position Summary: The Senior Accountant serves as the lead accounting professional responsible for the day-to-day financial operations of San José Clinic. This role is highly hands-on and tactical, ensuring accurate and timely financial reporting, maintaining strong internal controls, and supporting the organization’s financial health.
Working closely with executive leadership, the Senior Accountant will manage core accounting functions, oversee transactional processes, and provide reliable financial data to support decision-making.
Key Responsibilities
Day-to-Day Accounting Leadership
Serve as the lead for all daily accounting operations, including general ledger, accounts payable, accounts receivable, and payroll coordination
Ensure timely and accurate recording of all financial transactions
Maintain and oversee month-end and year-end close processes
Reconcile bank accounts, balance sheets, and key financial accounts
Financial Reporting & Analysis
Prepare monthly financial statements and supporting schedules
Manage and prepare grant-level financial reporting, ensuring accuracy, compliance, and adherence to strict reporting deadlines
Provide variance analysis and explanations for leadership review
Support preparation of reports for executive leadership and Board of Directors
Assist in tracking organizational financial performance against budget
Budgeting & Financial Support
Assist in the development and monitoring of the annual budget
Work with department leaders to track expenses and provide financial insights
Support forecasting and cash flow monitoring
Compliance & Internal Controls
Ensure compliance with GAAP, nonprofit accounting standards, and internal policies
Maintain strong internal controls over financial processes
Lead external audits and financial reviews
Ensure proper documentation and audit readiness
Process Improvement & Systems
Identify and implement improvements to accounting processes and workflows
Support optimization of financial systems (Paylocity, Aplos software)
Partner with HR and Finance leadership on payroll, benefits accounting, and reporting accuracy
Collaboration & Support
Serve as a key liaison between Finance, HR, and operations teams
Provide guidance to administrative staff involved in financial processes
Support leadership with ad hoc financial analysis and special projects
Requirements
Qualification, Education and Experience
Bachelor’s degree in Accounting, Finance, or related field (required)
5–8+ years of progressive accounting experience
Experience in nonprofit or healthcare environment strongly preferred
Technical Skills
Strong knowledge of GAAP and nonprofit accounting practices
Experience with accounting systems and payroll platforms (Paylocity experience a plus)
Advanced Excel skills (pivot tables, formulas, and Power Query preferred)
Financial analysis skills (reconciliations, reporting, and modeling)
Systems & Integrations: Experience improving or implementing financial systems and workflows; ability to think in systems and demonstrate measurable outcomes from past process or system improvements
Core Competencies
Highly detail-oriented and organized
Hands‑on, tactical, and execution‑focused
Strong problem‑solving and analytical skills
Ability to manage multiple priorities and meet deadlines
Strong communication skills with ability to translate financial data for non‑financial leaders
Physical Requirements
Ability to sit, stand, bend and stoop for long periods of time.
Ability to exert up to 50 pounds of force occasionally/ frequently.
Ability to respond to emergency/crisis situations.
Exposure to noise.
Exposure to blood and/or fluids.
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