Senior Accountant

Excel Medical; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Professional development

Career advancement

Competitive compensation

Job summary

Excel Medical in Charlotte, NC, is seeking a Senior Accountant to manage general accounting functions, month-end close, and billing operations in a fast-paced telehealth environment.

The ideal candidate will have a four- or five-year accounting degree and 3–4 years of progressive accounting experience, with strong GAAP knowledge and advanced Excel skills. You will collaborate across departments to ensure accurate financial reporting and process improvements.

Qualifications

• Bachelor’s degree in accounting or equivalent coursework.
• Progressive accounting experience including month-end close and financial reporting.
• Strong GAAP knowledge and attention to detail.
• Advanced Excel skills with large data sets.

Responsibilities

• Manage month-end closing activities, including journal entries and reconciliations.
• Prepare and review cash, fixed assets, prepaid expenses, accrued liabilities, lease accounting, and revenue transactions.
• Maintain GAAP-compliant general ledger integrity.
• Analyze financial data and resolve discrepancies.
• Prepare reports, schedules, and variance analyses for management.
• Support audits with documentation and reconciliations.
• Identify opportunities to improve internal controls and efficiency.

Skills

GAAP knowledge

Journal entries

Account reconciliations

Month-end close

Financial reporting

Excel

Billing systems

Education

Four- or five-year degree in Accounting, or completion of accounting coursework that meets CPA examination eligibility requirements

Tools

Accounting software

Billing platforms

Excel

Job description

Excel Medical is a dynamic and innovative national telehealth company specializing in bio-identical Hormone Replacement Therapy (BHRT) for men and women. We pride ourselves on our science-based protocols that deliver life-improving results to our patients.

Position Overview

Excel Medical is seeking an experienced and detail-oriented Senior Accountant to join our growing accounting and finance team. This position will play a key role in managing general accounting functions, supporting financial reporting, overseeing month-end close activities, and ensuring the accuracy and efficiency of the company's billing operations.

The ideal candidate will have a strong foundation in accounting principles, financial reconciliations, and billing systems, along with the analytical and problem-solving skills necessary to identify discrepancies, improve processes, and support business growth.

This role requires an individual who can work independently, manage multiple priorities, and collaborate effectively across departments in a fast-paced environment.

Key Responsibilities

• Manage and perform month-end closing activities, including journal entries, account reconciliations, financial analysis, and supporting balance sheet schedules.
• Prepare and review accounting transactions related to cash, fixed assets, prepaid expenses, accrued liabilities, lease accounting, and revenue recognition.
• Maintain the accuracy and integrity of the general ledger in accordance with Generally Accepted Accounting Principles (GAAP).
• Analyze financial data, investigate discrepancies, and implement appropriate resolutions.
• Prepare financial reports, supporting schedules, and variance analyses to assist management in financial decision-making.
• Collaborate with accounting and finance leadership to ensure timely and accurate financial reporting.
• Support internal and external audits by preparing financial documentation, reconciliations, and supporting schedules.
• Identify opportunities to strengthen internal controls, streamline accounting processes, and improve operational efficiency.

Billing Systems & Reconciliation

• Oversee daily billing system operations, including credit card transactions, payment processing, and financial reconciliations.
• Reconcile billing system subledger activity to the general ledger, ensuring accuracy and completeness of financial records.
• Monitor and investigate billing discrepancies, payment declines, transaction errors, and reconciliation variances.
• Collaborate with Customer Service and internal departments to resolve customer billing inquiries and payment-related issues.
• Serve as a key point of contact for billing system inquiries, transaction disputes, and payment processing concerns.
• Develop and maintain reporting dashboards and key performance indicators (KPIs) related to billing performance, credit card transactions, and payment trends.
• Analyze billing data to identify trends, potential risks, and opportunities for process improvements.
• Coordinate with external billing platforms, payment processors, and technology partners to troubleshoot and resolve system-related issues.
• Support automation initiatives and improvements to billing and accounting workflows.

Required Qualifications

• Four- or five-year degree in Accounting, or completion of accounting coursework that meets CPA examination eligibility requirements.
• Minimum of 3–4 years of progressive accounting experience, including general ledger accounting, month-end close, account reconciliations, and financial reporting.
• Strong understanding of GAAP and general accounting principles.
• Demonstrated experience preparing journal entries, reconciling complex accounts, and analyzing financial transactions.
• Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and analysis of large datasets.
• Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
• Ability to work independently, prioritize competing deadlines, and take ownership of assigned responsibilities.
• Excellent written and verbal communication skills with the ability to collaborate across departments.
• Experience working with accounting software, financial reporting tools, and reconciliation systems.

Preferred Qualifications

• CPA certification or active progress toward obtaining CPA licensure.
• Experience with credit card processing, merchant accounts, payment reconciliation, or e-commerce billing platforms.
• Experience working in a healthcare, telehealth, subscription-based, or high-volume transaction environment.
• Familiarity with financial dashboards, KPI reporting, and process automation.
• Experience identifying and implementing accounting process improvements.
• Previous experience in a growing company or smaller accounting team requiring flexibility and cross-functional collaboration.

Excel Medical offers a competitive compensation and benefits package, including:

• Competitive salary commensurate with experience and qualifications.
• Paid time off.
• Opportunities for professional development and career advancement within a growing organization.