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Senior Financial Accountant for Trust Funds

2 months ago


Dublin, California, United States Jobot Full time

Join Our Team as a Trust Fund Accountant

About Jobot:

At Jobot, we are a leading organization in healthcare benefit services, dedicated to enhancing our community's well-being through diverse business initiatives.

Why Work With Us?

We provide a vibrant career trajectory with numerous opportunities for advancement in a nurturing workplace.

Position Overview:

We are seeking a Trust Fund Accountant to become a vital part of our financial team within the healthcare sector. In this senior role, you will oversee financial reporting, manage the general ledger, and ensure adherence to industry standards.

Key Responsibilities:

  • Generate precise financial reports and documentation.
  • Oversee account maintenance and reconciliation.
  • Guarantee that financial operations comply with organizational policies.
  • Evaluate financial data and develop analytical models.
  • Monitor financial activities to ensure regulatory compliance.
  • Support the annual audit process.
  • Enhance financial systems and operational procedures.
  • Assist in budgeting and forecasting efforts.
  • Keep abreast of industry developments and legislative changes.

Required Qualifications:

  • Bachelor's degree in Accounting or Finance.
  • At least 3 years of experience in financial reporting.
  • CPA or CMA certification is preferred.
  • Familiarity with GAAP standards.
  • Experience in the healthcare sector is advantageous.
  • Strong analytical and problem-solving capabilities.
  • Proficient in Microsoft Office, particularly Excel.
  • Exceptional communication skills.
  • Able to work both independently and as part of a team.
  • Demonstrates high integrity and a results-driven approach.

We look forward to welcoming a dedicated professional to our team.