Staff Accountant

HealthWell Foundation and HWF Direct LLC; Rockville (MD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) with up to 6% company match

Short & Long-term disability insurance

Life insurance

PTO and paid company holidays

Job summary

The HealthWell Foundation is seeking an accounting professional to manage day-to-day tasks and assist the Senior Accountant with financial analysis. The role supports office operations and ensures timely, accurate reporting.

Collaboration with colleagues and handling confidential information are essential. Responsibilities include monthly close, tax reporting, audits, payroll backup, donation processing, banking coordination, and general administrative duties.

Qualifications

• 1-3 years relevant work experience.
• Bachelor's degree in accounting.
• Proficiency with MS Office and accounting software.

Responsibilities

• Assist with monthly and year-end close by preparing journal entries and reconciling accounts.
• Prepare Forms 1099, unclaimed property reports, and regulatory filings.
• Support internal/external audits and provide documentation as requested.
• Serve as backup for Accounts Payable and Payroll functions.
• Process and reconcile patient payments and banking activities.
• Coordinate with banks for check images, stop payments, and inquiries.
• Provide general administrative support and calendar management.
• Manage receivable donation process and related deposits.

Skills

Accounting basics

Data management

Communication skills

Time management

Education

Bachelor's degree in accounting

Tools

Microsoft Office

Accounting software

Job description

The HealthWell Foundation is a Forbes 100-rated, Maryland-based 501(c)(3) nonprofit organization that provides financial assistance to underinsured Americans to help them afford life-changing medical treatments. Our mission is to reduce financial barriers to care for underinsured patients living with chronic or life-altering diseases.

Key Success Factors

All HealthWell employees are expected to be reliable, organized, and detail oriented. Employees must work collaboratively with colleagues and external customers; handle sensitive/confidential information using discretion; possess project management skills and the ability to manage multiple priorities; and have strong verbal and written communication skills. HealthWell expects its employees to embrace, reflect, and promote the corporate culture of equity, inclusivity, and diversity.

Position Overview:

• Manages day to day accounting tasks
• In collaboration with the Senior Accountant, helps to compile and analyze financial information
• Manages office related tasks as needed

Key Success Factors:

• Provide timely and accurate reporting of information of a financial nature.
• Excellent written and verbal communication skills
• Organized and responsive

Duties and Responsibilities:

• Assist with the monthly and year-end close by preparing journal entries, reconciling general ledger accounts, and supporting financial reporting activities.
• Prepare annual Forms 1099, file unclaimed property reports with applicable states, and ensure compliance with regulatory reporting requirements.
• Assist with internal and external audits and provide documentation as requested.
• Serve as a backup for Accounts Payable and Payroll functions
• Process and reconcile patient check disbursements and electronic payments
• Manage banking activities, including uploading payment files, reviewing Positive Pay exceptions, monitoring bank alerts, and coordinating fraud prevention activities with Operations and banking partners.
• Coordinate with financial institutions to obtain check images, process stop payments and check trace requests, respond to banking inquiries, and support returned checks.
• Initiate trace cases for voided and returned patient payments, collaborate with the Operations team to investigate discrepancies, and ensure timely resolution.
• Provide general administrative support by maintaining the corporate calendar, coordinating meetings, monitoring and ordering office supplies and equipment, handling incoming and outgoing mail, and serving as the primary point of contact for visitors.
• Perform other accounting, financial, and administrative duties as assigned to support the Finance and Operations teams.
• Manage the receivable donation process, including recording donations, preparing and depositing checks, scanning supporting documentation, and processing outgoing mail.

Key Technical Skills and Knowledge (if applicable):

• Strong accounting, organizational, and data management skills
• Good communication skills, internal/external customer service, attention to detail, and maintenance of confidentiality
• Ability to work independently and in a team setting; excellent productivity and time management skills

Qualifications & Education Requirements:

• 1-3 years relevant work experience
• Bachelor's degree in an accounting
• Computer skills including Microsoft Office Suite products
• Equivalent combination of education and work experience may be considered
• Deals with confidential information and/or issues using discretion and judgment

Preferred Competencies:

• Experience with Net Suite accounting software
• Ability to work across all departments and/or on project teams
• Experience with Payroll

Benefits Provided:

• Medical, dental and vision insurance
• 401(k) with up to 6% company match
• Short & Long-term disability insurance
• Life insurance
• PTO and paid company holidays

EEO Employer

The HealthWell Foundation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.