Experienced Trust Fund Financial Analyst

2 weeks ago


Dublin, California, United States Jobot Full time

Exciting Opportunity for a Skilled Senior Accountant

About Jobot:

We are a leading organization in healthcare benefit services, dedicated to expanding our operations across various business sectors to enhance community support.

Why Consider Joining Us?

We provide a vibrant career trajectory with numerous opportunities for advancement within a nurturing environment.

Position Overview:

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

Key Responsibilities:

  • Generate precise financial reports and statements.
  • Oversee account maintenance and reconciliation.
  • Ensure financial operations comply with organizational policies.
  • Analyze financial data and develop financial models.
  • Monitor financial activities for regulatory compliance.
  • Assist in the annual audit process.
  • Enhance systems and operational procedures.
  • Support the budgeting and forecasting processes.
  • Stay informed on industry trends and regulatory changes.

Required Qualifications:

  • Bachelor's degree in Accounting or Finance.
  • A minimum of 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.
  • Excellent communication abilities.
  • Capacity to work both independently and as part of a team.
  • High integrity and a results-driven mindset.

If you are interested in this opportunity, please apply through the designated portal.



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