Staff Accountant III

Medimpact; Northern, San Diego (KY, CA); Hybrid; USD 72,000 - 120,000; Full time

Benefits offered by this job

Medical/Dental/Vision/WELLNESS

Paid Time Off

Incentive Compensation

401K with company match

Life and Disability Insurance

Tuition Reimbursement

Employee Referral Bonus

Job summary

MedImpact, a privately-held PBM headquartered in San Diego, seeks a Staff Accountant III to perform advanced accounting, reporting and analysis. You will prepare balance sheets, P&L, and monthly close, ensuring GAAP compliance and supporting management with financial insights.

The role requires 5+ years’ experience, a BS/BA in accounting, knowledge of MAS500, and strong Excel skills. On-site work with opportunities to improve processes and mentor colleagues.

Qualifications

• Strong GAAP knowledge and internal controls.
• Experience with month-end close and financial reporting.
• CPA designation preferred; MS Excel proficiency required.

Responsibilities

• Prepare balance sheets, P&L, and financial statements.
• Analyze trends, costs, revenues, and budgets.
• Assist in training junior accountants and lead projects.

Skills

GAAP knowledge

SOX compliance

MS Excel

Analytical thinking

Education

BS/BA in accounting

5+ years experience

CPA designation preferred

Tools

MAS500

Microsoft Office

Job description

Exemption Status: United States of America (Non-Exempt) Exemption Status: $34.43 - $46.05 - $57.67 “Pay scale information is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any selected candidate or employee, which is always dependent on actual experience, education, qualifications, and other factors. A full review of our comprehensive pay and benefits will be discussed at the offer stage with the selected candidate.” HF Endeavors, Inc. is looking for extraordinary people to join our team! Why join HF Endeavors, Inc.? Because our success is dependent on you; innovative professionals with top notch skills who thrive on opportunity, high performance, and teamwork. We look for individuals who want to work on a team that cares about making a difference in the value of healthcare. At HF Endeavors, Inc., we deliver leading edge pharmaceutical and technology related solutions that dramatically improve the value of health care. We provide superior outcomes to those we serve through innovative products, systems, and services that provide transparency and promote choice in decision making. Our vision is to set the standard in providing solutions that optimize satisfaction, service, cost, and quality in the healthcare industry. We are the premier Pharmacy Benefits Management solution!

Job Description Summary

The Staff Accountant III performs advanced accounting functions and reporting through the preparation of balance sheets, profit and loss statements, and other financial reports. Responsibilities include analyzing trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. Reports the organization's finances to management, and offers suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts. This position identifies process improvement opportunities and may provide functional advice and training to less experienced Accountants. Essential Duties and Responsibilities include the following. Other duties may be assigned.

Essential Duties and Responsibilities

• Uses Generally Accepted Accounting Principles (GAAP) and controls that will prevent or reduce risk of potential misstatements or misappropriations;
• Monitors compliance with GAAP, Sarbanes Oxley Requirements, internal controls, and company and departmental procedures;
• Reconciles general ledger accounts;
• Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports;
• Compiles and analyzes financial information;
• Prepares journal entries for the general ledger;
• Performs month‑end close process and assists with the preparation of monthly reporting packages, preparation of the management financial briefings and monthly financial reviews for the Board of Directors;
• Assists in training and mentoring less experienced accountants;
• Manages projects and assumes a leadership role in assigned meetings;
• Prepares and distributes individual company’s variance reports;
• Analyzes financial information and prepares balance sheet, profit and loss statement, and other reports (including 10‑K’s and 10‑Q’s) to summarize and interpret current and projected company financial position for management;
• Audits contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement;
• Maintains responsibility for key Accounting functions (i.e. cash, investments, accounts receivable, prepaids, fixed assets, internally developed software, notes receivable, notes payable, leases, deferred rent, accounts payable, customer advances, accrued expenses, income taxes, rebates, payroll, etc.);
• Manages internal resources to successfully perform assigned duties within the Accounting group;
• Provides day‑to‑day assistance in developing and administering policies, business processes and quality standards, and developing and maintaining cross‑functional and interdepartmental relationships;
• Works under deadlines and quickly resolve accounting challenges that impacts many of the functional areas of the company;
• Drives positive change through the organization by identifying issues and proposing solutions, seeing the selected method for resolution through, and maintaining the solution as appropriate;
• Proactively acts to understand client needs and identify solutions to non‑standard tasks/queries;
• Provides solutions to a diverse range of complex problems;
• Anticipates potential control issues and works to resolve them before becoming audit findings;
• Interfaces effectively with audit staff;
• Serves as a resource on generally accepted accounting principles and financial accounting standards;
• Drives process improvement and simplification initiatives;
• Suggests and creates processes and procedures to make the group more streamlined and efficient.
• Develops and recommends enhancements to accounting methods and procedures;
• Performs research on accounting and financial reporting issues and communicates conclusions to management.

Client Responsibilities

• This is an internal and external client facing position that requires excellent customer service skills and interpersonal communication skills (listening/verbal/written).
• One must be able to manage difficult or emotional client situations;
• Respond promptly to client needs;
• Solicit client feedback to improve service;
• Respond to requests for service and assistance from clients;
• Meet commitments to clients.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• Education and/or Experience BS/BA and 5+ years’ experience or equivalent combination of education and experience, and 2 years of SME in respective areas.
• Computer Skills To perform this job successfully, an individual must have evidence of strong working knowledge of MAS500, or equivalent accounting software, and strong knowledge of the Microsoft Office Suite.
• Certificates, Licenses, Registrations Certified Public Accountant designation preferred.

Other Skills and Abilities

• Advanced knowledge, understanding, and can apply GAAP concepts and rules.
• Knowledgeable of the accounting field's current concepts, practices, and procedures.
• Prior experience applying GAAP concepts and rules required.
• General ledger proficiency required.
• Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Competencies

• Composure
• Decision Quality
• Organizational Agility
• Problem Solving
• Customer Focus
• Drive for Results
• Peer Relations
• Time Management
• Dealing with Ambiguity
• Learning on the Fly
• Political Savvy

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is regularly required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Ability to maintain clear near visual acuity at approximately 20 inches or less (i.e., “close vision”) to accurately read fine print, view computer screens, and handle small objects. Requires adequate color vision and depth perception to support safety and precision in detail‑oriented tasks.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This position may regularly be exposed to or encounter moving mechanical parts, high, precarious places, fumes, or airborne particles, toxic or caustic chemicals, outdoor weather conditions, risk of electrical shock or vibration. The noise level in the work environment is usually moderate (examples: business office with computers and printers, light traffic).

Work Location

Work Location This position works on‑site at the San Diego Headquarters or other company location (or from a remote location with management approval based on business requirements). Must provide adequate support to internal clients; be available for regular interactions and coordination of work with other employees, colleagues, clients, or vendors; as well as be available to facilitate effective decisions through collaboration with stakeholders.

Working Hours

Working Hours This is a full‑time non‑exempt position requiring one to be able to work overtime from time to time to get the job done. Therefore, one must have the ability to work nights, weekends or on holidays as required. This may be changed at any time to meet the needs of the business. The typical working hours for this position are Monday through Friday from 8:00am to 5:00pm.

Travel

Travel This position requires domestic travel of up to 5% of the time.

Perks

• Medical / Dental / Vision / Wellness Programs
• Paid Time Off / Company Paid Holidays
• Incentive Compensation
• 401K with Company match
• Life and Disability Insurance
• Tuition Reimbursement
• Employee Referral Bonus

Equal Opportunity Employer

Equal Opportunity Employer, Male/Female/Disabilities/Veterans OSHA/ADA: To perform this job successfully, the successful candidate must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Company Narrative

MedImpact, is a privately‑held pharmacy benefit manager (PBM) headquartered in San Diego, California. Our solutions and services positively influence healthcare outcomes and expenditures, improving the position of our clients in the market. MedImpact offers high‑value solutions to payers, providers and consumers of healthcare in the U.S. and foreign markets.

MedImpact was founded more than three decades ago by a pharmacist and independent drug store owner who saw firsthand how families struggled with the high cost of prescriptions, and how it impacted their lives, financial security, and health. So, he started MedImpact to make prescription benefits understandable and accessible. While we have grown to be one of the leading PBMs in America, we remain as committed to these principles today as we did when it all began.