Job Summary:

We are seeking a Remote Staff Accountant with a strong focus on Accounts Payable and Payroll Accounting to join our growing finance team. This role plays a critical part in ensuring timely vendor payments, accurate payroll recording, and general ledger maintenance. The ideal candidate is hands-on, process-minded, and eager to support both daily operations and month-end close activities.

This role is fully remote but will require travel 2-3 times per year.

Company Overview:

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs – everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals – because we know that health requires care for the whole person.

As a Staff Accountant at Upward Health, you will play a critical role in ensuring the accuracy and integrity of financial records. This is an ideal opportunity for a detail-oriented individual who thrives in a fast-paced environment and is passionate about supporting the growth of a healthcare organization.

Key Responsibilities:

Accounts Payable (Approximately 50% of role):

• Process vendor invoices accurately and efficiently, ensuring appropriate approvals and GL coding.
• Manage weekly and ad hoc payment runs (ACH, check, wire) and monitor outstanding payables.
• Maintain vendor records, ensure proper W-9 collection, and manage vendor onboarding process.
• Own the 1099 year-end reporting process, including vendor classification, data validation, and coordination with the third-party filing service.
• Reconcile AP subledger to the general ledger monthly and resolve discrepancies.
• Respond promptly to vendor inquiries and support procurement or budget owners with AP questions.
• Recommend and implement improvements to AP processes and internal controls.

Payroll Accounting: (Approximately 25% of role):

• Review payroll reports for accuracy and ensure payroll entries are properly recorded in the general ledger.
• Prepare and post semi-monthly or biweekly payroll journal entries, including gross wages, taxes, and benefits.
• Reconcile payroll-related accounts, such as accrued payroll, payroll clearing, and tax liabilities.
• Coordinate with HR or payroll providers (e.g., ADP, Paylocity) to resolve payroll issues as needed.
• Support audits and internal reviews by providing payroll-related reports and reconciliations.

General Accounting & Month-End Close Support (Approximately 25% of role):

• Prepare journal entries for accruals, prepaids, and other routine adjustments.
• Reconcile assigned balance sheet accounts and ensure documentation is complete and accurate.
• Assist with audit requests, financial reporting schedules, and account variance analysis.
• Collaborate cross-functionally with HR, FP&A, and other departments to ensure proper cost allocations.
• Support special projects and ad hoc analyses as needed, including system upgrades, policy implementation, and process improvements.

Skills Required:

• Bachelor’s degree in Accounting, Finance, or related field
• 1-4 years of accounting experience, preferably in a healthcare or similar environment
• Strong proficiency with accounting software (Sage Intacct, NetSuite, or similar)
• Advanced Excel skills (pivot tables, VLOOKUP, SumIf)
• Knowledge of GAAP and financial reporting standards
• Strong organizational and time-management skills
• Excellent verbal and written communication skills
• Ability to handle multiple tasks and meet deadlines
• High attention to detail and accuracy in data entry is a must

Key Behaviors:

• Proactive Problem Solving: Takes initiative to identify issues early and seeks solutions.
• Team Collaboration: Works effectively with internal departments and external stakeholders to achieve common financial goals.
• Accountability: Takes ownership of assigned tasks, meeting deadlines and maintaining high standards of accuracy.
• Adaptability: Adjusts quickly to changes in a fast-paced, growing environment.

Competencies:

• Technical Proficiency: Demonstrates expertise in accounting principles and the use of relevant software tools.
• Attention to Detail: Ensures that all financial data is accurate, precise, and compliant with company policies.
• Time Management: Manages multiple tasks and deadlines effectively, prioritizing work as needed.
• Communication: Clearly communicates financial information to both finance professionals and non-financial team members.
• Analytical Thinking: Identifies patterns and discrepancies in financial data and provides meaningful insights to improve processes.
• Ethical Standards: Maintains integrity and confidentiality when handling sensitive financial information.

Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.