Staff Accountant

Summary

Birdi is a growing healthcare organization transforming the pharmacy experience through innovation, technology, and operational excellence. The Staff Accountant supports day-to-day accounting and financial operations, including accounts payable, general ledger activities, reconciliations, financial reporting, budgeting support, audit preparation, and compliance.

Responsibilities

• Process and verify invoices and payment requests in accordance with company policies
• Ensure proper coding, approvals, and documentation for all invoices
• Reconcile vendor statements and resolve discrepancies promptly
• Prepare and execute payment runs, including electronic payments and check disbursements
• Maintain vendor records and ensure compliance with tax reporting requirements, including W-9 documentation
• Collaborate with internal departments to resolve payment-related questions and issues
• Maintain and reconcile general ledger accounts
• Prepare accurate and timely journal entries
• Support month-end and year-end close processes
• Ensure compliance with GAAP, company policies, and accounting procedures
• Assist with balance sheet and income statement reconciliations
• Perform monthly bank reconciliations
• Reconcile credit card transactions and accounts
• Investigate and resolve cash variances and reconciliation discrepancies
• Support cash management reporting and analysis
• Assist with the preparation of monthly financial reports and supporting schedules
• Support budgeting and forecasting activities
• Monitor financial performance against budget and identify variances
• Assist in ad hoc financial analysis and reporting projects
• Support internal and external audit activities
• Gather and prepare documentation for auditors and third-party consultants
• Assist external tax partners with information needed for tax filings and compliance activities
• Help implement audit recommendations and corrective actions
• Identify opportunities to improve accounting processes and workflows
• Assist with system enhancements and financial technology initiatives
• Support implementation of new accounting tools and reporting solutions
• Participate in special projects and cross-functional initiatives as assigned

Skills

• * Bachelor's degree in Accounting, Finance, or a related field
• * Associate's degree with relevant accounting experience may be considered
• * 2 to 4 years of accounting or finance experience
• * Experience with: + General ledger accounting + Accounts payable + Accounts receivable + Financial reporting + Account reconciliations
• * Experience working with accounting software and ERP systems
• * Strong knowledge of Generally Accepted Accounting Principles (GAAP)
• * Advanced Microsoft Excel skills, including: + Pivot tables + VLOOKUPs/XLOOKUPs + Financial analysis functions
• * Experience with accounting systems such as: + NetSuite + QuickBooks + Microsoft Dynamics + Similar ERP platforms
• * Strong analytical and problem-solving abilities
• * Exceptional attention to detail and accuracy
• * Excellent organizational and time-management skills
• * Strong communication and interpersonal skills
• * Ability to manage multiple priorities and deadlines effectively
• * Ability to work independently and collaboratively within a team environment
• * Sound judgment and strong operational focus
• * Ability to work extended hours, weekends, and holidays when business needs require
• * Ability to sit and work at a computer for extended periods of time
• * Ability to occasionally stand for prolonged periods as necessary
• * Experience within: + Pharmacy + Pharmacy Benefit Management (PBM) + Retail Pharmacy + Specialty Pharmacy + Mail Order Pharmacy + Healthcare + Managed Care + Pharmaceutical Industry
• * Experience supporting healthcare financial operations
• * Familiarity with claims processing and reimbursement environments
• * Experience working in high-growth or rapidly evolving organizations

Qualifications

Must Haves

• * Bachelor's degree in Accounting, Finance, or a related field
• * Associate's degree with relevant accounting experience may be considered
• * 2 to 4 years of accounting or finance experience
• * Experience with: + General ledger accounting + Accounts payable + Accounts receivable + Financial reporting + Account reconciliations
• * Experience working with accounting software and ERP systems
• * Strong knowledge of Generally Accepted Accounting Principles (GAAP)
• * Advanced Microsoft Excel skills, including: + Pivot tables + VLOOKUPs/XLOOKUPs + Financial analysis functions
• * Experience with accounting systems such as: + NetSuite + QuickBooks + Microsoft Dynamics + Similar ERP platforms
• * Strong analytical and problem-solving abilities
• * Exceptional attention to detail and accuracy
• * Excellent organizational and time-management skills
• * Strong communication and interpersonal skills
• * Ability to manage multiple priorities and deadlines effectively
• * Ability to work independently and collaboratively within a team environment
• * Sound judgment and strong operational focus
• * Ability to work extended hours, weekends, and holidays when business needs require
• * Ability to sit and work at a computer for extended periods of time
• * Ability to occasionally stand for prolonged periods as necessary

Nice to Haves

• * Experience within: + Pharmacy + Pharmacy Benefit Management (PBM) + Retail Pharmacy + Specialty Pharmacy + Mail Order Pharmacy + Healthcare + Managed Care + Pharmaceutical Industry
• * Experience supporting healthcare financial operations
• * Familiarity with claims processing and reimbursement environments
• * Experience working in high-growth or rapidly evolving organizations

Benefits

• Remote or office-based work environment.