Position Summary

DeliverIt Group is seeking an experienced and highly motivated Accounting Operations Specialist to help oversee day-to-day accounting operations while serving as a strategic financial partner to leadership. 

The ideal candidate will be responsible for helping maintain the accuracy and integrity of financial records, managing the month-end close process, preparing financial reports, supporting audits, and driving continuous improvement across accounting functions. 

This position requires a hands-on professional who can independently manage accounting activities while collaborating with leadership to support organizational growth and financial decision-making.

Key Responsibilities

Accounting Operations

• Lead and manage the monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.
• Prepare and review journal entries, account reconciliations, and supporting schedules.
• Maintain the general ledger and ensure compliance with GAAP and company accounting policies.
• Oversee accounts payable, accounts receivable, payroll accounting, and cash management activities.
• Monitor cash flow and assist with forecasting and financial planning initiatives.
• Ensure the accuracy of financial transactions and account balances.

Financial Reporting & Analysis

• Prepare monthly financial statements, management reports, and variance analyses.
• Analyze financial performance and identify trends, risks, and opportunities for improvement.
• Provide actionable recommendations to leadership based on financial data and operational insights.
• Assist with annual budgeting and forecasting processes.

Compliance, Controls & Audits

• Coordinate and support internal and external audits.
• Develop, maintain, and improve accounting policies, procedures, and internal controls.
• Ensure compliance with GAAP, regulatory requirements, and company standards.
• Assist with tax preparation, filings, and compliance activities as needed.

Leadership & Process Improvement

• Serve as a subject matter expert and resource for accounting-related questions across the organization.
• Mentor and support accounting team members while fostering a culture of accountability and continuous improvement.
• Identify opportunities to automate processes, improve reporting capabilities, and increase operational efficiency.
• Partner cross-functionally with operations, HR, payroll, and executive leadership on strategic initiatives and special projects.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of progressive accounting experience, including experience managing accounting processes and financial reporting.
• Strong understanding of GAAP and internal controls.
• Experience leading month-end and year-end close activities.
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, and financial analysis functions.
• Experience with QuickBooks and other accounting or ERP systems.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication and interpersonal skills with the ability to collaborate across departments.
• High level of integrity, professionalism, and attention to detail.

Preferred

• CPA designation or CPA candidate.
• Prior experience in healthcare, behavioral health, home health, or multi-location organizations.
• Experience supporting audits and managing multi-entity accounting structures.
• Bilingual in English and Spanish.