Accounting Specialist

Employee Type: Non-Exempt - Full Time Contact: Phone: View phone number on click.appcast.io Accounting Specialist At Health by Design, we’re passionate about creating a world where everyone feels their best. Our holistic approach to wellness integrates innovative technology with personalized care, ensuring that each person we touch receives the support they need to thrive. With a focus on compassionate, evidence-based solutions, we’re not just transforming healthcare—we’re redesigning it from the ground up. Position Summary We are currently hiring a full-time Accounting Specialist to work in our corporate office located in the Shavano Park area of San Antonio. The Accounting Specialist contributes to the financial success of Health by Design by maintaining accurate and timely accounting records related to both accounts payable and accounts receivable functions. This role is responsible for processing financial transactions, managing customer invoicing and collections, administering vendor payments, reconciling accounts, and supporting financial reporting activities. The Accounting Specialist plays a critical role in ensuring the organization’s financial integrity by accurately tracking money coming into and going out of the company. Through effective management of accounts receivable and accounts payable processes, this position supports cash flow management, financial reporting, budgeting, and compliance with federal, state, and local regulations. The ideal candidate is detail-oriented, organized, analytical, and committed to maintaining strong relationships with both internal and external stakeholders. Monday – Friday, 8:00am – 5:00pm. Competitive Compensation ($55-60K to start) and benefits package including health insurance, vision, dental, generous PTO and more! Key Responsibilities Accounts Payable Manage the accounts payable process, including invoice verification, coding, entry into accounting software, payment processing, and filing. Process vendor invoices and ensure timely and accurate disbursement of payments. Reconcile monthly corporate credit card statements for all cardholders. Process employee expense reimbursements and per diem payments. Assist in reviewing and approving credit card transactions. Process annual 1099 and 1096 tax forms. Monitor monthly expense reports and spreadsheets. Reconcile various balance sheet accounts, vendor statements, bills, and inventory records. Respond to internal and external inquiries regarding accounts payable transactions. Accounts Receivable Create and distribute customer invoices and supporting documentation. Maintain accounts receivable records to ensure aging reports are accurate and current. Post customer payments and reconcile customer accounts. Perform daily cash management activities, including posting cash receipts and maintaining cash receipt logs. Monitor outstanding accounts and communicate with customers regarding past-due balances through phone, email, and written correspondence. Identify slow-paying customers and escalate collection concerns to management as appropriate. Apply credits, process adjustments, and resolve account discrepancies. Maintain, post, and reconcile deferred revenue accounts. Prepare monthly concierge dues billing and post patient payments for recurring and individual visits. Develop and recommend process improvements to streamline accounts receivable operations. General Accounting & Reporting Perform monthly account reconciliations and assist with month-end closing activities. Prepare financial analyses, aging reports, and collection metrics to support management decision-making. Support the optimization of financial systems and accounting processes. Maintain confidentiality and integrity of financial information while ensuring compliance with company policies and applicable regulations. Assist with audits and provide supporting documentation as requested. Create and maintain documented procedures for assigned responsibilities. Collaborate with internal departments and external partners to resolve accounting-related issues. Perform other duties as assigned. Requirements Strong understanding of accounts payable, accounts receivable, and general accounting principles. Professional-level working knowledge of Sage Intacct preferred. Proficiency with accounting software and Microsoft Office applications, particularly Excel. Strong analytical and problem-solving skills with the ability to identify and resolve discrepancies. Excellent data entry accuracy and attention to detail. Knowledge of financial reporting requirements and tax regulations related to accounts payable and receivable. Strong organizational and time‑management skills with the ability to prioritize multiple tasks and meet deadlines. Excellent verbal and written communication skills. Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial information. Demonstrated ability to work independently and collaboratively within a team environment. Education & Experience Associate’s degree in Accounting, Finance, Business Administration, or related field preferred. Minimum of five (5) years of accounting, accounts payable, accounts receivable, or related financial experience; or an equivalent combination of education and experience. Experience in healthcare cost accounting and multi‑entity organizations preferred. #J-18808-Ljbffr DeKalb Health