Accounting and Data Analyst

$58,000 - $75,000/Yr

Community Health Trust of Pajaro Valley - Watsonville, CA

Full-time - Mid Level

Watsonville, CA

About the position

The Accounting and Data Analyst will support the Director of Financial Operations by maintaining financial data integrity, generating accurate financial reports, and ensuring compliance with accounting principles. This role involves managing day-to-day accounting operations, including accounts payable and receivable, payroll, and general ledger reconciliation, while providing timely financial information to various stakeholders.

Responsibilities

• Perform weekly, monthly, quarterly, and annual accounting activities, including accounts payable and receivable, cash receipts, payroll, and general ledger reconciliation.
• Maintain financial records in accordance with GAAP and internal controls, ensuring compliance with federal, state, and local regulations.
• Prepare and analyze financial reports, including balance sheets, income statements, and cash flow projections, ensuring accuracy and completeness.
• Assist in annual budget preparation and monthly budget variance analysis.
• Reconcile bank, investment, and credit card accounts, ensuring timely and accurate reconciliation.
• Support the preparation of documents and schedules for audits and ensure timely submission of audit requests.
• Provide data modeling and analysis to support financial decision-making, including creating custom reports and dashboards using Excel and other software tools.
• Maintain and update the chart of accounts and vendor and customer accounts in Sage accounting system.
• Assist in preparing budgets and information for the grant-writing process.
• Collaborate with various departments to ensure proper revenue allocation and timely financial reporting.
• Assist in the implementation of improved accounting processes and internal controls to enhance operational efficiency.
• Complete other tasks and duties as assigned in support of the Community Health Trust mission.

Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 2+ years of working experience in accounting or finance.
• Proficiency in Sage Accounting or a similar system.
• Advanced skills in Excel, including complex formulas, pivot tables, and data modeling.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to multitask, prioritize, and thrive in a fast-paced environment.

Nice-to-haves

• Non-profit work experience is a plus.
• Experience with MS Access and data analysis software is a plus.