Staff Accountant

Description:

Description
About TruDataRx
TruDataRx, Inc. uses objective clinical data to help clients improve the clinical efficacy and reduce the costs of pharmacy benefits for its members. We are independent from all players in the pharmaceutical manufacturing and distribution industries, enabling us to best serve our clients. We value the following characteristics in our team members:
Outward Mindset – foundation of our culture, which influences the right behaviors, that leads to results
Entrepreneurial – the ability to get things done with resources you don’t control
Humility – deep comfort in knowing when you don’t know and asking questions
Collaboration – we always give benefit of doubt that each person has something to contribute
Position Summary: The Staff Accountant supports the Company’s finance operations by managing day-to-day accounting activities, including accounts payable and receivable, payroll support, general ledger maintenance, and monthly reporting. This role plays a key part in ensuring accurate financial records, compliance with regulatory requirements, and efficient financial processes.

Essential Functions
Finance
Manage AP; set up vendors in tracking system, initiate bills, ensure payments are processed
Manage AR; set up clients in tracking system, initiate invoices, ensure payment is received
Record day-to-day financial transactions and complete the posting process
Monitor financial transactions and reports
Manage payroll and tax process, including administration of time and attendance system, bi-weekly payroll, and tax payments
Prepare monthly financial reports through collection and entry of data in QuickBooks
Work with the Director of Finance as needed, to ensure proper filing of taxes and accurate financial reports
Other duties as assigned
Operations
Maintaining records in the Corporate Book
Setting up approved vendors and new customers in Company systems (collecting W9) and processes
Responsible for maintaining accurate employment records, data, and personnel files including new hire, termination, transfer and promotion documentation in compliance with state and federal regulations
Manage commission tracking and payment for sales team members
Manage corporate renewals including 409A valuation and insurance, request COIs, manage spreadsheet of current insurance coverage
Oversee completion of required reporting for employee benefits including W-2, ACA (PCORI annual filings), 1099
Support new hire onboarding process as assigned
Support annual retreat budgeting, planning and execution
Other duties as required.*
*This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Requirements
Requirements
Required experience: 5+ years of accounting or bookkeeping experience required
Preferred education: Bachelor’s degree in accounting, finance or related field
Required industry experience or certification: Quickbooks training and/or certification
Strong understanding of accounting principles and financial processes
Excellent organizational and time management skills
Strong attention to detail and accuracy
Physical demands of the job: Work is performed while standing, sitting and/ or walking
Other specific requirements for the position
Must be authorized to work in the United States
Company Standard Requirements:
Ability to work well with others in a collaborative environment
Ability to get things done with resources you don’t control
Willingness to admit you don’t know and ask for help
Exhibit constant curiosity and a drive to problem solve
Exhibit desire to learn and grow on a continuous basis

Apply

https://recruiting.paylocity.com/Recruiting/Jobs/Details/4101709