Staff Accountant

Staff Accountant

At Birdi, we're transforming the pharmacy experience through innovation, technology, and operational excellence. As a growing healthcare organization, we're committed to delivering exceptional service to patients while building a strong financial foundation that supports continued growth and success.

Joining Birdi means becoming part of a collaborative team where your contributions matter. You'll work alongside talented professionals who are passionate about improving healthcare while driving financial accuracy, accountability, and continuous improvement.

The Staff Accountant is responsible for supporting the day-to-day accounting and financial operations of Birdi. This role plays a critical part in maintaining accurate financial records, preparing financial reports, supporting audits, and ensuring compliance with accounting standards and company policies.

Working closely with the Accounting and Finance team, the Staff Accountant will assist with accounts payable, general ledger activities, reconciliations, budgeting support, audit preparation, and financial reporting. This position offers an opportunity to contribute to a growing organization while developing expertise within the healthcare and pharmacy industry.

The Staff Accountant will:

• 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.

The Staff Accountant will bring:

• 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, and accounting software and ERP systems.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Advanced Microsoft Excel skills, including pivot tables, VLOOKUPs/XLOOKUPs, and financial analysis functions.
• Experience with accounting systems such as NetSuite, QuickBooks, Microsoft Dynamics, or 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.

Preferred qualifications include experience within pharmacy, pharmacy benefit management (PBM), retail pharmacy, specialty pharmacy, mail order pharmacy, healthcare, managed care, and the pharmaceutical industry, as well as experience supporting healthcare financial operations, familiarity with claims processing and reimbursement environments, and experience working in high-growth or rapidly evolving organizations.

Key competencies include financial accuracy & attention to detail, analytical thinking, problem solving, time management, accountability, teamwork & collaboration, process improvement, communication, organizational skills, and continuous learning.

The work environment is remote or office-based, with positions located in Ohio, Michigan, Arizona, or remote. Minimal exposure to excessive noise or adverse environmental conditions is expected, with ability to sit and work at a computer for extended periods of time and occasionally stand for prolonged periods as necessary.

The Staff Accountant plays an important role in maintaining the financial health and integrity of Birdi. Through accurate reporting, strong financial controls, and operational support, this position helps ensure informed business decisions, regulatory compliance, and the continued success of our growing organization. Your work will directly support Birdi's mission by helping build the financial infrastructure needed to serve patients, clients, and partners effectively.

Birdi is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We make employment decisions without regard to race, color, religion, creed, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, marital status, genetic information, or any other characteristic protected by applicable federal, state, or local laws. Birdi is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the recruitment process and employment relationship. If you require an accommodation, please notify a member of our Talent Acquisition team.