Position Details

Accountant

Position Description
Accountant

Position

The Accountant is responsible for supporting the Director of Accounting and/or CFO and carrying out the responsibilities of the Finance/Accounting Department. Will also be responsible for relieving the Director of Accounting of certain responsibilities that will allow the Director of Accounting to spend a greater portion of his/her time on financial statement preparation and analysis, budget and variance issues, and forecasting.

Essential Duties

This position includes, but is not limited to, the following essential functions:

  • Embrace the values and philosophy of Trivium Life Services
  • Treat people we serve with dignity and respect.
  • Reconciliation of accounts and data entry into computer as requested.
  • Analyze information and options by developing spreadsheet reports, verifying information.
  • Develop and implement accounting procedures by analyzing current procedures, recommending changes.
  • Answer accounting and financial questions by researching and interpreting data.
  • Process monthly bank reconciliations for various accounts.
  • Maintain and monitor monthly general ledger accounts analysis and reconciliations.
  • Assist Direct of Accounting with preparing monthly Income and Balance sheet statements.
  • Perform such other accounting, financial or administrative tasks as may be required from time to time, quite often on short notice, by the Director of Accounting or CFO.
  • Train or guide others to assist in work or projects; assist leadership in directing work
  • Inform Director of Accounting of fiscal or other irregularities or concerns.
  • Maintain accurate files and supporting documents for accounting entries.
  • Assist Director of Accounting with yearly budget forecasts.
  • Assist Director of Accounting monthly and annual closings.
  • Assist Director of Accounting and CFO in preparing for the annual audit.
  • Process weekly payroll and process journal entries
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks.
  • Must attend and successfully complete all necessary employee training functions.
  • Must have authorized release before sensitive information is given pertaining to Trivium Life Services, persons receiving services, and staff. Protects Organization's integrity by keeping information confidential.
  • Will be aware of and comply with all HIPAA regulations in coordination with the HIPAA compliance officer.
  • Must maintain financial data confidentiality.
  • Will abide by all Trivium Life Services, Corporate Compliance policies and Code of Ethics.
  • The Accountant assumes other responsibilities as assigned by CFO, Trivium Directors and/or CEO
  • Must comply with all company and financial policies and regulations.

To perform the job successfully, the individual must be able to perform each essential responsibility satisfactorily.

Physical Demands

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the Accountant's job.  Reasonable accommodations may be made to enable individuals to perform the essential functions of the position. 

While performing the responsibilities of the Accountant job, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.

The employee must be able to travel between locations, and occasionally attend seminars which may require an overnight stay.

Working Conditions

Working conditions are normal for an office environment. The noise level in the work environment is usually quiet to moderate. Work requires occasional weekend and/or evening work based upon the needs of the business.

Requirements/Qualifications

To perform the Accountant job successfully, the individual must be able to perform each essential responsibility satisfactorily, The Accountant will have the following experience and attributes:

  • Prior experience working within a values-based, professional services and/or management consulting work culture preferred; knowledge of the non-profit industry is a plus.
  • Advanced knowledge of Microsoft Office (Word, PowerPoint, Excel including Pivot tables and v-lookups)
  • Bachelor's degree in Accounting, or a Bachelor's degree in Business with an emphasis in Accounting.
  • Minimum of two years' experience in Accounting.
  • Must be highly skilled in dealing with Financial and Numeric data.
  • Must have experience in general ledger functions.
  • Must be knowledgeable of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP)
  • Must have strong attention to detail and good analytical skills.
  • Be flexible as to scheduled hours.
  • The ability to lead by example in a professional manner, as well as the ability to work in a small team environment.
  • Possess above average verbal and written communication skills.
  • Possess above average problem solving, decision making and organizational skills.
  • Ability to push, pull, lift and/or transfer up to 50 pounds.
  • Committed to self-improvement.

Confidentiality Statement

I acknowledge and understand that I may have access to confidential information, including ProtectedHealth Information (PHI), regarding employees, clients, or the public.  In addition, I acknowledge and understand that I may have access to proprietary or other confidential information or business information belonging to Trivium.  Therefore, except as required or permitted by law, I agree that I will not:

  • Access or attempt to access data that is unrelated to my job duties at Trivium.
  • Access or attempt to access Protected Health Information (PHI) beyond my stated authorized HIPAA access level.
  • Use or disclose to any other person, or allow any other person access to, any information related to facility that is proprietary or confidential and/or pertains to employees, students, clients, or the public.  Use or disclosure of information includes, but is not limited to, verbal discussions, FAX transmissions, electronic mail messages, voice mail communication, written documentation, ?loaning? computer access codes, and/or another transmission or sharing of data.
  • Use or disclose Protected Health Information (PHI) for use in violation of HIPAA regulations.

I understand that Trivium Life Services and its employees, clients, or others may suffer irreparable harm by use or disclosure of proprietary or confidential information and that facility may seek legal remedies available to it should such use, or disclosure occur.  Further, I understand that violations of this agreement may result in disciplinary action, up to and including, termination of my employment.

Statement of Understanding

I have read and understand the above position description. I assert that I can perform all essential job functions, meet the physical requirements of this position, perform satisfactorily in the stated working conditions, and satisfy the expectation for regular attendance.