Staff Accountant: Analytics, Budgeting & Reporting

S27a; United States; Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Parental leave

Employee assistance program

Performance bonuses

Job summary

CareTria is seeking an experienced accounting professional to partner with the business unit Controller on transactions, reporting, budgeting, and pricing. The role focuses on cost analysis, intercompany work, and cross-functional support for pharmacy operations and clients.

Responsibilities include month-end closings, inventory cost reviews, and preparing financial statements, with opportunities to shape reporting templates and system improvements.

Qualifications

• Three to five years of related accounting experience or training.
• CPA preferred but not required.
• Education in accounting or business is expected.

Responsibilities

• Complete monthly reconciliations and work with Controller to resolve issues.
• Review inventory reporting, cost changes, PO variances, and adjustments.
• Assist with month-end invoicing and review client fees and charges.
• Prepare intercompany entries and reconciliations.
• Coordinate with Accounts Payable to understand expenses and classifications.
• Prepare internal, external, and financial statement reporting.
• Develop reports to support the General Manager and Pharmacy Operations.
• Assist in budgeting and historical analysis by providing analytical reports.
• Plan and collect data to determine costs of activities (materials, labor, IT, etc.).
• Develop templates to gather requirements for client pricing.
• Collaborate with Inventory and Operations on projects and process improvements.
• Work with Finance and consultants on new system implementations.
• Other duties as assigned.

Skills

MS Excel

Analytical thinking

Communication skills

Financial analysis

CRM experience

Education

Accounting degree or Business equivalent

CPA preferred

Tools

Microsoft Dynamics

Salesforce CRM

Job description

Work with business unit Controller to complete all necessary accounting transactions, reconciliations, and variance analysis. Assist with business unit reporting, billing, budgeting, and pricing. Compile and review information to answer client questions, address internal inquiries, improve processes, and determine costs of business activity. Effectively communicate and problem solve across all areas of operational accounting to provide excellent customer service for internal and external contacts.

KEY RESPONSIBILITIES:

• Complete monthly reconciliations between multiple systems and work with Controller to resolve any issues

• Review inventory reporting, including cost changes, purchase order variances, and adjustments

• Assist with all month end invoicing responsibilities and review calculations for client fees and other charges

• Complete intercompany entries and reconciliations

• Coordinate with Accounts Payable group to understand business unit expenses and ensure proper classification

• Prepare internal, external, and financial statement reporting

• Help business unit Controller develop reports that continue to provide decision support for the business unit General Manager and Pharmacy Operations

• Assist in client budgeting and historical analysis by providing analytical reports and insight

• Plan, study, and collect data to properly determine costs of business activities, including material purchases, equipment, labor, IT resources, and other pharmacy operating costs

• Develop templates to gather requirements for client pricing

• Work with Inventory group and Operations on projects and process improvements

• Collaborate with Finance team and consultants on any new system implementations

• Other duties as assigned

The above duties are meant to be representative of the position and not all-inclusive.

MINIMUM JOB REQUIREMENTS:

Education/Training: College degree/Business Equivalent in Accounting; CPA preferred, but not required.

Business Experience: Three to five years related experience and/or training, or equivalent combination of education and experience. Pharmacy industry knowledge is highly desirable, but not required.

KNOWLEDGE, SKILLS & ABILITIES:

• Strong MS Excel skills required

• Ability to calculate figures and amounts such as discounts, commissions, proportions, percentages

• Analytical and strategic-minded problem solver

• Clear and concise communication skills, both verbal and written

• Ability to interact and resolve problems with customers and all levels of personnel internally

• Microsoft Dynamics experience is a plus

• Salesforce.com CRM experience is a plus

PHYSICAL DEMANDS:

• Location of job activities 100% inside

• Extensive manual dexterity (keyboarding, mouse, phone)

• Use of phone for communication

• Sit for prolonged periods of time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The expected base pay range for this position is $85,000–$115,000 per year. The actual compensation for the position may vary based on market differences and on factors such as skills, experience, qualifications and can vary based on location and/or work schedule. In addition to base pay, CareTria offers a comprehensive benefits package. Full-Time benefits include access to health, dental, and vision insurance; retirement plan options; paid time off; paid parental leave; employee assistance programs; and other perks. Eligible employees may also have access to performance bonuses.

CareTria is an Equal Opportunity Employer.