Job Description

Location: Heritage Pointe Communities

Job Title: Senior Staff Accountant

Reports To: CFO

FLSA: Exempt

Date: 06/2026

Mission Statement

Senior communities of care inspiring mind, body, and soul.

Vision Statement

To be premier communities committed to excellence of care through grace, compassion, and respect.

General Statement of Duties

The Senior Staff Accountant is an advanced individual contributor responsible for performing and coordinating key accounting activities across the organization, with primary ownership of significant components of the month-end close and financial reporting processes. This position prepares complex journal entries and reconciliations, maintains accurate accounting records, supports audits and regulatory filings, and helps strengthen internal controls and accounting processes to ensure timely, accurate, and GAAP-compliant financial results. This position has no direct reports but serves as technical resource to the accounting team members and operational departments. The Senior Staff Accountant will meet deadlines and complete work with a high degree of accuracy, judgment, and accountability.

Essential Job Functions

• Perform and coordinate assigned components of the month-end close, including journal entries, accruals, allocations, account analysis, and reporting, to support completion of a five-business day close.
• Prepare complex balance sheet reconciliations across multiple entities; investigate discrepancies and resolve reconciling items in a timely manner.
• Process the payroll general ledger file, intercompany entries and transfers, cash funding, and other recurring close transactions accurately and on schedule.
• Maintain and reconcile fixed assets, prepaid expenses, restricted contributions, and other supporting schedules and ledgers; ensure transactions are properly classified and documented.
• Prepare monthly financial reports and supporting analyses; identify unusual trends, variances, or errors and communicate findings to the CFO.
• Support accounts payable, accounts receivable, cash, and general ledger activities and serve as backup for critical accounting and payroll-related functions as assigned.
• Prepare workpapers and schedules for annual financial audits, the Form 990 tax return, Medicare and Medicaid cost reports, regulatory filings, and other external reporting requirements.
• Support operating and capital budget development, forecasting, year-end close, and other financial planning activities through data preparation, analysis, and reconciliation.
• Maintain accounting controls and process documentation; recommend and implement improvements that increase accuracy, efficiency, consistency, and timeliness.
• Serve as a technical resource to staff accountants and other departments by answering accounting questions, promoting accurate data input, and supporting consistent accounting practices without supervisory responsibility.

Job Qualifications

1. Bachelor’s degree in accounting, finance, or a related field, required.
2. Three to five years of progressive accounting experience, including substantial responsibility for general ledger accounting, reconciliations, and month-end close; multi-entity experience is preferred.
3. Strong working knowledge of generally accepted accounting principles and internal controls; experience with healthcare, senior living, nonprofit accounting, reimbursement, audits, cost reports, of Form 990 preparation is preferred.
4. Demonstrated advanced competence with Microsoft Excel and an enterprise-level general ledger application, with the ability to analyze complex financial information and resolve issues independently.
5. Strong attention to detail, organization, communication, and judgment, with the ability to manage multiple priorities and meet firm deadlines.
6. CPA, CMA, or MBA designation is preferred but not required.

Physical Requirements

1. Ability to stand, walk, bend, lift, and carry items weighing up at least 25 lbs.
2. Must be able to perform repetitive tasks and maintain focus in a busy setting.

Expectations of All Employees

1. Support the organization’s mission and vision.
2. Maintain confidentiality.
3. Follow HIPAA guidelines.
4. Participate in mandatory in-service training and required meetings.
5. Adhere to safety measures such as infection control and handwashing, follow fire, tornado, emergency, and other safety policies and procedures.
6. Maintain professional conduct and positive communication with team members, residents, families, and visitors.
7. Flexibility for other tasks and duties as assigned.

Note

The statements contained herein are intended to describe the general nature and level of work being performed and are not to be construed as an exhaustive list of responsibilities, duties, or skills required of personnel. Furthermore, this job description does not establish a contract for employment and is subject to change at the discretion of the employer.