Staff Accountant

Job Description

Job Description

Description:

About TruDataRx

TruDataRx, Inc. uses objective clinical data to help clients improve the clinical efficacy and reduce the costs of pharmacy benefits for its members. We are independent from all players in the pharmaceutical manufacturing and distribution industries, enabling us to best serve our clients. We value the following characteristics in our team members:

• Outward Mindset – foundation of our culture, which influences the right behaviors, that leads to results
• Entrepreneurial – the ability to get things done with resources you don’t control
• Humility – deep comfort in knowing when you don’t know and asking questions
• Collaboration – we always give benefit of doubt that each person has something to contribute

Position Summary: The Staff Accountant supports the Company’s finance operations by managing day-to-day accounting activities, including accounts payable and receivable, payroll support, general ledger maintenance, and monthly reporting. This role plays a key part in ensuring accurate financial records, compliance with regulatory requirements, and efficient financial processes.

Essential Functions

Finance

• Manage AP; set up vendors in tracking system, initiate bills, ensure payments are processed
• Manage AR; set up clients in tracking system, initiate invoices, ensure payment is received 
• Record day-to-day financial transactions and complete the posting process
• Monitor financial transactions and reports
• Manage payroll and tax process, including administration of time and attendance system, bi-weekly payroll, and tax payments
• Prepare monthly financial reports through collection and entry of data in QuickBooks
• Work with the Director of Finance as needed, to ensure proper filing of taxes and accurate financial reports 
• Other duties as assigned

Operations

• Maintaining records in the Corporate Book
• Setting up approved vendors and new customers in Company systems (collecting W9) and processes 
• Responsible for maintaining accurate employment records, data, and personnel files including new hire, termination, transfer and promotion documentation in compliance with state and federal regulations
• Manage commission tracking and payment for sales team members 
• Manage corporate renewals including 409A valuation and insurance, request COIs, manage spreadsheet of current insurance coverage
• Oversee completion of required reporting for employee benefits including W-2, ACA (PCORI annual filings), 1099
• Support new hire onboarding process as assigned
• Support annual retreat budgeting, planning and execution
• Other duties as required.*

*This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Requirements:

Requirements

• Required experience: 5+ years of accounting or bookkeeping experience required
• Preferred education: Bachelor’s degree in accounting, finance or related field
• Required industry experience or certification: Quickbooks training and/or certification
• Strong understanding of accounting principles and financial processes
• Excellent organizational and time management skills
• Strong attention to detail and accuracy
• Physical demands of the job: Work is performed while standing, sitting and/ or walking
• Other specific requirements for the position
  • Must be authorized to work in the United States

Company Standard Requirements:

• Ability to work well with others in a collaborative environment
• Ability to get things done with resources you don’t control
• Willingness to admit you don’t know and ask for help
• Exhibit constant curiosity and a drive to problem solve
• Exhibit desire to learn and grow on a continuous basis