Junior Accountant

Position Overview

The Junior Accountant supports the daily accounting and financial operations of the organization, with a focus on maintaining accurate records, completing reconciliations, preparing reports, and supporting accounts payable and accounts receivable activities.

This role is well suited for someone who is detail-oriented, analytical, and comfortable working with financial data. The ideal candidate has strong spreadsheet skills, embraces technology, and is comfortable using AI and other digital tools to improve efficiency, research solutions, and support day-to-day accounting processes.

Key Responsibilities

• Support daily accounting activities, including accounts payable, accounts receivable, and general ledger functions.
• Prepare and process invoices, payments, and other financial transactions.
• Perform account reconciliations.
• Assist with month-end and year-end closing activities.
• Review financial records and reports for accuracy and investigate discrepancies.
• Maintain accurate vendor, customer, and financial records.
• Prepare recurring financial reports, schedules, and account analyses.
• Assist with budgeting, forecasting, and variance analysis as needed.
• Compile and organize financial data for leadership and other departments.
• Support audit preparation and respond to requests for financial documentation.
• Maintain organized documentation and ensure financial records are complete and up to date.
• Identify opportunities to improve accounting processes, reporting, and overall efficiency.
• Maintain confidentiality when handling financial, employee, customer, and company information.
• Perform additional accounting and finance responsibilities as assigned.

Spreadsheet & Data Skills

Strong spreadsheet skills are important for success in this position. The Junior Accountant will regularly work with Google Sheets to organize, analyze, reconcile, and report financial information.

Candidates should be comfortable with:

• Creating and maintaining detailed spreadsheets and financial trackers.
• Using formulas and functions such as SUMIF/SUMIFS, COUNTIF/COUNTIFS, IF, XLOOKUP/VLOOKUP, and similar functions.
• Using pivot tables to summarize and analyze data.
• Sorting, filtering, cleaning, and validating financial data.
• Comparing data between systems, reports, and spreadsheets to identify discrepancies.
• Working with CSV files and data exported from financial or operational systems.
• Creating clear, accurate reports that can be easily reviewed by management.
• Troubleshooting spreadsheet issues and improving existing worksheets and processes.

Technology & AI

We are looking for someone who is comfortable using technology and willing to incorporate new tools into their work. The Junior Accountant should be comfortable using approved AI tools to support productivity, problem-solving, and process improvement.

This may include using AI to assist with spreadsheet formulas, analyze or organize information, research accounting questions, draft internal documentation, troubleshoot issues, or identify more efficient ways to complete routine tasks.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Minimum of 2 years of hands-on professional accounting or bookkeeping experience required, preferably in a corporate or business accounting environment.
• Direct experience performing accounts receivable, customer invoicing, account reconciliations, and general ledger activities required.
• Experience with accounts payable, payment processing, and month-end closing procedures strongly preferred.
• Practical experience using QuickBooks or a comparable accounting system to process transactions, reconcile accounts, and maintain accurate financial records required.
• Experience with Stripe, Mercury, or similar financial platforms is a plus.
• Working knowledge of accounting principles, financial reporting, and internal controls.
• Strong proficiency with Microsoft Excel and/or Google Sheets, including formulas, PivotTables, and data reconciliation.
• Experience identifying and resolving accounting discrepancies independently.
• Familiarity with sales tax reporting, financial documentation, and compliance requirements preferred.
• Comfortable learning and working within new technology platforms.
• Comfortable using AI tools for appropriate business purposes.
• Strong attention to detail, analytical thinking, and problem-solving skills.
• Ability to manage multiple accounting responsibilities, meet deadlines, and work independently with minimal supervision.
• Strong written and verbal communication skills.
• Ability to collaborate effectively across departments and handle confidential financial information with sound judgment.

Compliance

This position requires full compliance with all applicable local, state, and federal laws and regulations, as well as Prevounce Health policies and procedures. The employee must protect confidential and sensitive information, respect the rights of clients and patients, and perform all duties in a manner consistent with Prevounce Health’s mission and values.

Prevounce Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on any characteristic protected by applicable law.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Spending Account
• Paid Time Off
• Holiday Pay