Accountant (New York / Tri-state area/ Hybrid)

Primary Care Development Corporation (PCDC): Investing in health for every community.

PCDC is a nonprofit community development entity that supports healthy, thriving communities across the country through capital financing, expertise, and advocacy.

PCDC partners with providers and practices – particularly those in low-income communities and communities of color – and investors to identify health care needs, increase primary care capacity, and craft effective, evidence-based solutions. Over the last 30+ years, we have leveraged nearly $1.6 billion in capital and investment to develop and improve the primary care field and its infrastructure. Our comprehensive approach makes better, more equitable, and more accessible primary care a reality.

Position Overview: The Accountant is responsible for general accounting and financial analysis functions as well as other activities related to PCDC’s financial, investment and contract management. This is a full-time, non-exempt position, and reports to the Senior Director of Finance.

Job Responsibilities:

Accounts Payable:

• Receive, and review vendor invoices and staff reimbursement requests.
• Create and code Check Requests to process vendor invoices based on the organization’s chart of accounts. Review check requests and reimbursement requests created by different programs and process them as needed.
• Process vendor invoices; reconcile invoices vs. contracts and check requests for appropriate approvals and coding; prepare and process accounts payable via ACH, checks or wire transfers; reconcile payments; and prepare analysis of accounts (e.g., American Express, FedEx, postage, rent, insurance, etc.)
• Monitor purchase orders and accounts to ensure payments are up to date; resolve invoice discrepancies; maintain vendor files; correspond with vendors and respond to inquiries.
• Prepare and handle 1099 filing and distributions.
• Import AMEX reports for card holders when submitted via online expense management portal.
• Identify areas for process improvement while preserving appropriate internal controls; coordinate files archiving as needed.

Payroll

• Assist in training existing and new staff on navigating the Time & Attendance functions in the Payroll/ HRIS platform.
• Serve as the Finance/Payroll liaison with the Payroll provider pertaining to payroll or tax related issues.
• Create or deactivate project codes in the Payroll System and within the Accounting System as directed.
• Respond to staff inquiries about Time & Attendance matters within the Payroll system.
• Research and coordinate with the Senior Director of Finance on the requirements to process state registration and work with HRIS provider to set up proper state profiles for out of state staff’s payroll taxes.
• Review bi-weekly timesheets ensuring completeness and accuracy prior to processing payroll.
• Assist in the preparation of payroll-related information for internal and external audits as required.
• Prepares and processes bi-weekly payroll and all corresponding post-payroll reports, including 403(b) plan, FSA cafeteria plan contributions remittances and census reports.

Cash Receipts/Accounts Receivable:

• Make deposits using remote scanner or a mobile app.
• Engage with clients to promote and set up electronic payment options.
• Process credit card payments from donors or clients via online portal.
• Invoice clients for payments; monitor account status and collections follow up.

General Finance Operations:

• Assisting with month-end close activities and completing journal transactions as necessary.
• Monitor incoming mail to identify vendor invoices and/or checks to be processed and deposited
• Work with vendors and clients to maximize use of electronic payment methods.
• Provide support in preparing reimbursement claims or reports pertaining to government grants
• Work with outside counsel to oversee the annual charities registration and renewal process
• Provide orientation to new staff on submission of check requests, personal expense reimbursements and general reimbursement guidance.
• Analyze and reconcile general ledger account balances.
• Assist with the annual audit preparation, by running reports, obtaining backup documentation, reconciling accounts, other pertinent audit related items, etc.
• Performs research and works on special projects or assignments as needed.

Qualifications:

• Bachelor’s degree in Accounting or Finance required.
• Minimum of three years of relevant non-profit accounting.
• Ability to work independently as well as part of a team; effectively interact and collaborate with staff, clients, and other stakeholders.
  • Read and interpret documents such as invoices, quotes, and contracts for payment information
  • Perform accurate financial calculations.
• Keen attention to detail with an analytical ability to ensure accuracy of financial information processed.
• Ability to communicate effectively and efficiently, while maintaining a clear workflow and thorough understanding of internal controls and procedures.
• Intermediate level of proficiency in Microsoft Excel. Familiarity with computerized general ledgers is required.
• Recent and direct experience with Abila MIP accounting, Adobe Acrobat, Paylocity and SAP/Concur highly desirable. Experience with other similar software packages is a plus.
• Independent, self-starter with the ability to plan & prioritize work schedule.

PCDC offers a competitive salary and comprehensive benefits package, including:

• Medical
• Dental
• Vision
• HRA
• STD – company paid in NY
• LTD – company paid
• Life Insurance - company paid
• Voluntary Life
• 403(b) retirement
• Flexible
• Spending account (FSA)
• Dependent Care (DCA)
• Commuter Benefits
• Paid Family Leave
• LinkedIn Learning
• Generous paid vacation, sick and personal days
• Paid holidays
• Employee Assistance Program (EAP)
• Public Service Loan Forgiveness (PSLF) application support.

The Primary Care Development Corporation (PCDC) is committed to creating and maintaining a diverse and inclusive workplace. We are proud to be an equal opportunity employer. We give full consideration for employment to all qualified applicants regardless of race, color, creed, religion, sex, gender, gender identity or expression (including transgender status), sexual orientation, national origin, ancestry, citizenship status, age, disability or handicap, veteran status, marital status, pregnancy, genetic information or any other characteristic protected by applicable law.

NO AGENCIES/ NO PHONE CALLS