Senior Accountant

Covenant Retirement Communities & Covenant Care; United States; On-site; USD 84,000 - 127,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

403(b) with 3% employer match

PTO & six paid holidays

Fitness center use at most facilities

Life / AD&D

Job summary

Covenant Living seeks a corporate accounting professional to lead monthly and annual close for assigned campuses, driving financial and operational analysis and preparing monthly reporting packages. You will collaborate with operations leadership and other finance teams to ensure accurate results.

The role requires a Bachelor's in Accounting or Finance, CPA preferred, and 3+ years of audit experience; healthcare/CCRC exposure and Workday/MyUnity experience are a plus.

Qualifications

• Bachelor's in Accounting or Finance or Equivalent Degree required.
• CPA preferred; 3+ years of public accounting audit experience strongly preferred.
• Healthcare/CCRC experience preferred; Workday and MyUnity experience preferred.

Responsibilities

• Complete the monthly general ledger close and financial statement preparation within prescribed corporate accounting policy time-frames.
• Collaborate with Expense Cycle Management, Revenue Cycle teams and FP&A to ensure appropriate adjustments to the community financials are recorded in a timely manner.
• Complete monthly statistical reporting, including entrance fee accounting and related schedules.
• Prepare and analyze journal entries and balance sheet reconciliations.
• Reconcile and review balances in the general ledger for accuracy and completeness, including maintain and review of schedules supporting account activity and balances.
• Prepare and submit regulatory compliance reports and filings.
• Perform financial and operational analysis, including detailed analysis of general ledger accounts, preparation of reporting package and providing written commentary on key indicators and metrics.
• Attend and participate in monthly financial and operational review meetings with operations and community leadership.

Skills

Analytical skills

Financial analysis

Attention to detail

Excel proficiency

Collaborative

Education

Bachelor's in Accounting or Finance or Equivalent Degree

Certified Public Accountant

3+ years audit experience

Healthcare/CCRC experience preferred

Workday experience preferred

MyUnity experience preferred

Tools

Workday

MyUnity

Job description

We Are Inspired to Serve. Join us! This is a corporate position that reports directly to the Manager of Community Accounting. This position is responsible for the monthly and annual close of certain Covenant Living campuses and will drive the operational and financial analysis of assigned campuses. This position will play a key role in preparing monthly reporting packages and will work with assigned businesses to drive understanding of the actual financial outcome. This position will prepare financial projections on a regular basis and also prepare the annual operating budget.

ESSENTIAL RESPONSIBILITIES

• Complete the monthly general ledger close and financial statement preparation within prescribed corporate accounting policy time-frames.
• Work with Expense Cycle Management, Revenue Cycle teams and FP&A to ensure appropriate adjustments to the community financials are recorded in a timely manner.
• Complete monthly statistical reporting, including entrance fee accounting and related schedules.
• Prepare and analyze journal entries and balance sheet reconciliations.
• Reconcile and review balances in the general ledger for accuracy and completeness, including maintain and review of schedules supporting account activity and balances.
• Prepare and submit regulatory compliance reports and filings.
• Perform financial and operational analysis, including detailed analysis of general ledger accounts, preparation of reporting package and providing written commentary on key indicators and metrics.
• Attend and participate in monthly financial and operational review meetings with operations and community leadership.

EDUCATION AND WORK EXPERIENCE

• Required Degree: Bachelors in Accounting or Finance or Equivalent Degree
• Preferred Degree: N/A
• Preferred Certificate(s): Certified Public Accountant
• Experience: At least three years of audit experience with a public accounting firm is strongly preferred.
• Experience in the continuing care retirement communities and / or healthcare industry is preferred.
• Experience with Workday and MyUnity software is preferred.

KNOWLEDGE, SKILLS, AND ABILITY

• Excellent understanding of financial statements and financial reporting.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to work collaboratively across multiple organizational levels, exhibiting a positive attitude and customer focused demeanor.
• Strong business acumen and ability to simplify complex financial concepts for non-finance professionals.
• Strong attention to detail and proven track record of producing consistently accurate work, while possessing the ability to step back and determine whether outcomes are reasonable.
• Excellent verbal and written communication skills (both written and oral, English skills required).
• Must be able to develop and maintain positive, cooperative and team-oriented relationships with co-workers, supervisors, managers, community leadership and others as required for the job.
• Exceptional organizational skills and ability to manage multiple projects at one time.
• Microsoft Excel, Word, and Outlook proficiency.

PHYSICAL REQUIREMENTS

Job demands a variety of physical duties including office work, exposure to outside environment, and occasional physical exertion considered light- to medium-duty work. Mobility is necessary to move about the facility and campus. This position requires occasional handling of generally lightweight materials and the physical ability to use several types of office equipment as well as some small hand tools. Has minimal risk of exposure to potentially infectious material as a part of the routine job functions. Clarity of Vision: For near visual acuity Clarity of vision at approximately 20 inches or less (i.e., working with small objects or reading small print), including use of computers. For far visual acuity, Clarity of vision at 20 feet or more. This is not just the ability to see a person or object, but the ability to recognize features as well. For peripheral vision, observing an area that can be seen up and down or to right or left while eyes are fixed on a given point.

COMPETENCIES

• Leadership: Guide and inspire a high-performing Customer Success team that achieves and exceeds revenue targets while fostering customer loyalty and growth.
• Customer Success: As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform. Promote increased adoption and expansion of our solutions within customer organizations.
• Continuous Improvement: Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency.
• Account Strategy: Define and execute strategies to drive customer retention, renewal, upsell, and cross-sell, contributing directly to our growth objectives.
• Cross-Functional: Collaboration. Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience.

Corporate Compensation Pay Range

Pay Range: $84,459.00 - $126,687.00 per year. Reasonable Pay Estimate A reasonable estimate of the pay range for this position is $84,459.00 - $126,687.00 per year. There are numerous factors taken into consideration in determining the actual offered rate of pay, including but not limited to: job-related qualifications, experience, skills, education, geographic location, and consideration of internal and external equity.

Benefits

• Medical, dental and vision insurance
• Employer paid group term life and disability
• Paid Time Off (PTO) & six paid holidays
• 403(b) with a 3% employer match
• Fitness center use at most facilities
• Life
• AD&D
• Tuition assistance and scholarships
• Employee assistance program
• Legal services
• Home/auto insurance
• Discount purchasing program
• Pet Insurance

Equal Opportunity

Covenant Living and CovenantCare at Home are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances.

About Covenant Living

Covenant Living & CovenantCare at Home are faith-based Continuing Care Retirement Community (CCRC) & Home Health organization. From the establishment of our first community – Covenant Home of Chicago in 1886 – to becoming the fifth-largest not-for-profit CCRC sponsor in the LeadingAge Ziegler Top 150, our goal has been to provide outstanding care and services to senior adults. We believe we are inspired to serve. We create joy and peace of mind for residents and their families by providing a better way of life. These are the standards of behavior we hold ourselves to in serving our residents.

Standards of Behavior

• Safety I learn & follow safety policies & procedures. I immediately report unsafe conditions for staff, residents, & guests and fix when possible. I protect residents, co-workers, & myself from unsafe conditions and practices by reporting unsafe conditions and fixing it or having it fixed.
• Courtesy I smile & acknowledge everyone that I encounter. I carry myself in a manner that projects positivity, approachability, & respectfulness. I address the concerns of others by actively listening & seeking solutions.
• Responsiveness I take initiative to respond to the needs of others in a timely manner to achieve resolution. I anticipate the needs of others and respond in a timely manner. I communicate to others who need to join me in responding to the needs of others. I return phone calls within 24 hours. I identify action steps and communicate them to all vested parties.
• Image I ensure our environment is professional, welcoming, & clean. I follow CL policies, procedures, & all regulations. We believe in making a difference in other’s lives.

Our Team & Growth

We have approximately 3,200 employees serving more than 5,000 residents in our nationwide family of continuing care retirement communities and home health. Construction and development continues on several of our 14 campuses, ensuring ever more exciting opportunities for employees to serve residents.