Accounting Associate I

Summary

Wellthy is a care-focused company providing technology-powered support to families and caregivers. The Accounting Associate I will support the Finance team with day-to-day accounting activities, including transaction entry, accounts receivable, accounts payable, payroll data entry, close procedures, audit support, and ad hoc projects under the guidance of the Accounting Manager.

Responsibilities

• Transaction Entry: Enter day-to-day transactions into QuickBooks Online, including credit card activity and incoming payments, following established procedures and templates
• Accounts Receivable: Follow up on outstanding invoices and assist with collections, keeping the AR aging report up to date and escalating any issues to the Accounting Manager or a more senior teammate
• Accounts Payable: Enter vendor invoices into Ramp using the expense accounts, classes and approvers provided, and track invoices through to payment
• Payroll: Support weekly, bi-weekly and off-cycle payroll processing in Rippling by compiling timesheets, PTO and other pay data for review by the Accounting Team
• Close Procedures: Assist with month / quarter / year-end close activities, including basic workpaper preparation and filing under the direction of the Accounting Manager
• Financial statement / 401(k) audits: Help gather and organize supporting documentation for our annual audits
• Ad hoc projects: Offer flexibility and willingness to assist fellow Accounting team members with special projects as needed

Skills

• * Experience in an accounting, bookkeeping or administrative support role (internships considered)
• * Associate's or Bachelor's degree in accounting, finance or a related field preferred (experience may be considered in lieu of degree)
• * Highly organized and detail oriented, with a strong ability to follow established processes and procedures accurately
• * Proficiency with macOS systems, GSuite, and QuickBooks Online
• To work remotely, you must have a strong internet connection, quiet space to take calls and a professional (distraction free) environment
• * Private, with secure (not public) internet and phone access
• * Suitable to safely and securely accommodate the sensitive information that you will be handling and communicating
• * Given the nature of the material you will be working on and handling, you are required to work from a private, dedicated, distraction-free space
• Our Wellthians are located throughout the United States but we are currently not accepting candidates in the following states: Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia
• * Prior exposure to Slack, Ramp and/or Rippling
• * Experience/knowledge of accounting within the Healthcare / Technology industry is preferred
• * Experience working in a remote environment

Qualifications

Must Haves

• * Experience in an accounting, bookkeeping or administrative support role (internships considered)
• * Associate's or Bachelor's degree in accounting, finance or a related field preferred (experience may be considered in lieu of degree)
• * Highly organized and detail oriented, with a strong ability to follow established processes and procedures accurately
• * Proficiency with macOS systems, GSuite, and QuickBooks Online
• To work remotely, you must have a strong internet connection, quiet space to take calls and a professional (distraction free) environment
• * Private, with secure (not public) internet and phone access
• * Suitable to safely and securely accommodate the sensitive information that you will be handling and communicating
• * Given the nature of the material you will be working on and handling, you are required to work from a private, dedicated, distraction-free space
• Our Wellthians are located throughout the United States but we are currently not accepting candidates in the following states: Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia

Nice to Haves

• * Prior exposure to Slack, Ramp and/or Rippling
• * Experience/knowledge of accounting within the Healthcare / Technology industry is preferred
• * Experience working in a remote environment

Benefits

• Remote work environment.
• Medical, dental and vision benefits within 30 days of hire.
• Retirement saving account with matching company contributions.
• Mental health benefits.
• 15 days paid vacation, two additional days for each subsequent years (up to a maximum of 25 days).
• Sick and Caregiving Days.
• Professional development initiatives for growth.
• Generous parental leave (maternal and paternal) during a new child’s first year (born into family or adopted) and pregnancy loss leave.