Accounting Assistant

Company: Pulmonary Medicine Associates
Location: Sacramento
Posted on: May 28, 2023

Job Description:

Pulmonary Medicine Associates (PMA) has been treating patients in the greater Sacramento area since 1973 and is a unique and exciting place to work. With specialties that include critical care, infectious disease, palliative care, pulmonology, sleep medicine, and travel medicine. We are a busy practice with over 50 providers and 2 outpatient clinic locations.

We value our employees, PMA offers a competitive salary and exceptional benefits including medical, dental, vision, life, LTD, PTO, and 401k with generous company match. Please visit our website at www.pmamed.com to learn more. PMA is an equal opportunity employer and a drug-free workplace.

Summary: The Accounting Assistant provides support to management-level staff and performs a variety of tasks for payroll. The primary duty is to assist in payroll management, preparation, and payment.

Duties for Accounting Assistant include:

• Accurately perform all steps related to bi-weekly staff payroll, including payroll posting within two (2) business days of pay dates.
• Assist with managing vendors and accounts payable including: ensuring invoices have proper approvals and supportive receipts; bills are paid on time; and funds are available at the time of payment.
• Assist with managing hospital contract receivables including: monthly invoicing, posting payments, and following up on invoices skipped for payment.
• Process patient refund checks within 5 days of receipt and post-issued checks in billing software.
• Balance bank and credit card statements monthly. QuickBooks experience is a plus.
• Assist with performing ad hoc bookkeeping tasks as requested.
• Assist with managing petty cash reimbursement.
• Prepare journal entries and adjustment entries monthly.
• Monthly reconciliation of general ledger accounts.
• Assist with preparing all end-of-month reports no later than the 15th business day of the month following, and year-end reports no later than January 30 of the following year.
• Calculate, transmit, and review all funds and data pertaining to the 401(k).
• Assist with Issuing 1099's to appropriate vendors.
• Assist with preparing and reviewing shareholder physician compensation plan monthly for accuracy and make appropriate salary adjustment recommendations.
• Assist with onboarding new employees.
• Assist with benefits and regulatory audits.
• Assist with running miscellaneous errands including, physician signature collection, etc.
• Comply with PMA policies and procedures.
• Answer telephone calls and provide needed information.
• Other duties as assigned. Supervisory Responsibilities: This job has no supervisory duties
  • Previous QuickBooks and payroll are a plus.
  • Experience with Excel and Word is a plus.
  • Must be highly organized and detailed oriented.
  • Strong written and verbal communication skills.
  • Excellent phone etiquette and verbal communication skills.
  • Strong customer service skills and ability to establish and maintain effective working relationships with other employees, etc.
  • Excellent detail orientation and ability to maintain accurate records.
  • Ability to maintain confidentiality of sensitive information.
  • Ability to work independently and juggle multiple priorities. Measures of Performance: The Accounting/Payroll Assistant shall be considered to be performing in an acceptable manner when the following have been accomplished:
    • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Tailors the content of speech to the level and experience of the audience; Uses appropriate grammar and choice of words in oral speech; Organizes ideas clearly in oral speech; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
    • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
    • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
    • Planning/Organizing - Uses time efficiently; Plans for additional resources; Sets goals and objectives; Develops realistic action plans.
    • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
    • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
    • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
    • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events.
    • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
    • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
      Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
      
      Education and/or Experience: High school diploma or general education degree (GED); Bachelor's Degree in Accounting, Finance or Business preferred. Or one to three years related experience and/or training; or equivalent combination of education and experience.
      
      Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
      
      Mathematical Skills: Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.
      
      Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
      
      Computer Skills: To perform this job successfully, an individual should have knowledge of Internet software and the Microsoft Office Suite of products. Knowledge of basic office equipment should include: Internet and email, copy and fax machines, postage meter and telephone.
      
      Certificates, Licenses, and Registrations: A current CA driver's license

Keywords: Pulmonary Medicine Associates, Sacramento , Accounting Assistant, Accounting, Auditing , Sacramento, California