Position Description
Position Title: Date: Accountant September 1, 2016 Department: Written by: Accounting/Finance Human Resources Director Location: Reports To: UBCP Executive Office Accounting Manager Full-time 1 FTE Exempt
POSITION SUMMARY: Under the direction of the Accounting Manager, the Accountant is primarily responsible for handling non-patient accounts receivable duties, tracking of fixed assets and assisting in month-end close for UCSF Benioff Children’s Physicians (UBCP). The successful incumbent utilizes computerized accounting software programs to perform their duties including accurately and timely invoicing and collections using the UBCP accounting system. The Accountant will remain up to date with his/her responsibilities and work closely with the Accounting Manager and Sr. Finance Director to plan for continued improvement of UBCP’s financial performance. Maintains professional contact with staff, vendors and clients and observes confidentiality of client and UBPC matters. Willingness to learn new tasks, work independently, demonstrate initiative and capacity to deliver quality work in a timely manner are essential skills.
The essential functions listed are typical examples of work performed in this job classification. They are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. The Accountant may also perform other duties as assigned.
SUPERVISION: (Reporting Relations)
Reports to Accounting Manager Works closely with UBCP Accounting/Finance team
JOB PERFORMANCE STANDARDS:
I. Service Standards: Consistently high level of professional accounting technical skills and behaviors set forth in the following job description and other ongoing information provided by the supervisor. Maintains effective and consistent communication with supervisor, finance colleagues, UBCP staff and outside clients
II. Essential Functions: Accountant Position Description
A. Productivity/Efficiency: Works closely with the Accounting Manager to ensure the following tasks are delivered within agreed quality and service timelines:
40%-Prepare non-patient receivable invoices, monitor and follow up as necessary Review timesheets and other source documents to accurately generate invoices for timely submission. Monitor payments and maintain Accounts Receivable aging; follow up on collections as needed. Accurately and timely record data in financial systems such as QuickBooks and prepare journal entries in PeopleSoft as part of monthly close. Organizes and maintains up to date financial records.
20%-Fixed assets tracking Maintain fixed assets listing and depreciation schedule for the organization. Determine proper classification, useful lives and other pertinent asset information. Prepare and record journal entries as part of monthly close.
40%-Month-end close and ad-hoc accounting projects Assist during month-end close, prepare journal entries, reconcile various accounts and assist in ad-hoc accounting projects as needed Assist in process improvement and systems automation within Accounting/Finance
B. Critical and Analytical Thinking: Analyze situations and provide solutions.
C. Technical Skills: Strong computer skills, especially in QuickBooks and Microsoft Office products. Familiarity in using financial record systems, e.g. PeopleSoft/Oracle products.
D. Communication (Oral and Written): Ability to communicate in a professional manner. Excellent verbal and written communication skills.
E. Professional Accountability: Delivers high quality accounts receivable work in a timely manner. Engages in collaboration among all team members. Maintains positive working relationships with all levels of supervision and staff within UBCP.
F. Quality and Service: Monitors and addresses potential risk management and quality issues in a timely manner. Maintains standards of service, productivity, safety, and data security. Participate in initiatives to achieve performance on quality metrics set forth by the organization.
G. Other Job Functions: Page 2 Accountant Position Description
Performs other duties as assigned.
POSITION REQUIREMENTS: Education: High school completion or GED. Successful completion of college-level accounting classes desirable.
Knowledge: Thorough understanding of accounting processes relating to accounts receivable, fixed assets and journal entries. Proficient understanding of automated accounting systems.
Abilities: Ability to sort, check, count, and verify numbers in a timely and accurate manner. Analytical skills needed to prioritize and perform assigned tasks in a multi-tasked environment. Excellent verbal and written communication skills to communicate with executives, team members and clients. Interacts professionally with diverse individuals including supervisor, UBCP colleagues and executives and outside vendors. Anticipate work needs and follow through with minimum direction. Willingness to learn new tasks, work independently, self-starter, energetic.
Skills: Must be able to accurately enter data and perform calculations for up to eight (8) hours per day. High level of proficiency in QuickBooks and Microsoft products such as Excel and Word. Competently enter data in and deliver reports from financial record systems, e.g. QuickBooks, PeopleSoft/Oracle products. Proven ability to successfully navigate through multiple computer systems to complete job activities in a timely manner.
Experience: 2+ years QuickBooks experience required; 5+ years of experience in accounts receivable, fixed assets and general ledger; 2+ years of accounting experience in a health care sector organization desirable.
ADDITIONAL INFORMATION
A. Physical Requirements: Must be able to accurately ‘key’ data into computer software for eight (8) hours per day. Able to sit at a computer terminal with telephone headphones for extended period of time.
Working Relationships/Contacts: Page 3 Accountant Position Description
Delivers immediate information to supervisor on critical issues. Maintains effective working relationships with supervisor, departmental staff, and UBCP leadership.
APPROVALS:
Name (print) Signature Date
Manager Name (print) Signature Date
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