Project Accountant at Public Health Foundation Enterprises, In in City of Industry, California

Job Description:

Public Health Foundation Enterprises, Inc., dba Heluna Health is a not-for-profit 501(c)(3) agency dedicated to enabling population health initiatives to improve the overall well-being of our communities. Heluna Health strives to become the nation’s leader in providing program and support services to optimize population health.  Heluna Health partners with academic researchers, government agencies, foundations and private sponsors to offer a suite of services, including contracts and grants management; fiscal sponsorship (providing a financial ‘home’ for researchers, projects and agencies); human resources support; accounting services; real estate/leasing and direct public health project leadership.

Under minimal supervision, performs a variety of moderately to advanced complex professional accounting activities.

 ESSENTIAL FUNCTIONS

• Develops and manages moderately complex budgets, analyzes expenditures and tracks projects that are incurring expenses.


• Reviews, validates, and processes all invoices and authorizations for payment, ensuring all related information and documents are included. Payment types include, but are not limited to, mileage/travel, credit card charges, utilities, subcontractors, consultants, reimbursements and advances.  Contacts project directors, vendors and employees for clarification, as needed. 


• Develops rapport with the project directors and contacts by communicating regularly with them on updates with budget, requests for new invoices (if any) that need to be processed for payment, etc.


• Prepares billings and detailed backup documentation for monthly reports and invoices as requested and in accordance with individual projects/funding sources. Ensures compliance with applicable laws and regulations related to specific contracts.


• Develops monthly reconciliation of funds receivable from projects and works to collect outstanding funds.


• Develops monthly expenditure reports for each assigned project and provides detailed explanation for project managers and Heluna Health contract and grant management staff.  Prepares adjusting entries to the accounting system as project funding changes and at the request of project directors. Reviews budgets and ensures availability of funding for personnel new hires, status changes, extensions, etc., as well as other expenditures.


• Prepares various project analysis reports as needed which may include expenditure projections/forecasts for program directors and other financial reports for funders.


• Maintains project files to include current budgets, modifications and billing instructions, correspondence, reimbursements, billing copies and collections.


• Provides exceptional customer service to all clients.


• Communicates effectively to internal and external parties via telephone, in person and via written communcations.


• Performs other duties, as requested.

 JOB QUALIFICATIONS

 Must be proficient in Excel (pivot tables, v-lookups, IFstatements), Microsoft Word, Outlook Express.  Proficiency required in Oracle (Fusion) and Business Intelligence, as required, to perform job duties within 90 days of date of full-time employment. 

 Competency Statement(s)

•  Detail-oriented – Ability to pay attention to the minute details of a project or task


• Accuracy – Ability to perform work accurately and thoroughly


• Honesty/Integrity – Ability to be truthful and be seen as credible in the workplace


• Accountability  - Ability to accept responsibility and account for his/her actions


• Business Acumen – Ability to grasp and understand business concepts and issues


• Problem solving and Analytical skills – ability to strategically interpret data and resolve issues as they arise


• Timeliness -  Ability to complete tasks within the required timeframe


• Communication skills – Ability to clearly express oneself both orally and in writing to various levels within the organization


• Team player – Ability to work effectively in a team environment, within the department and across all departments

 Education/Experience

• Bachelor's Degree (four year college) in Accounting/Finance/Economics required and either two years public accounting experience or four years experience in an accounting department preparing journal entries, reconciling accounts, and analyzing trends.


• Experience with government grants and contracts is a plus.

  Other Skills, Knowledge, and Abilities

·         Critical Thinking - Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret financial reports generated as part of regular job duties.

PHYSICAL DEMANDS

• 
  Stand: Occasionally


• 
  Walk: Frequently


• 
  Sit: Frequently


• 
  Handling / Fingering: Occasionally


• 
  Reach Outward: Occasionally


• 
  Reach Above Shoulder: Occasionally


• 
  Climb, Crawl, Kneel, Bend: Occasionally


• 
  Lift / Carry: Occasionally - Up to 50 lbs.


• 
  Push/Pull: Occasionally - Up to 50 lbs.


• 
  See: Constantly


• 
  Taste/ Smell: Not Applicable


• 
  Not Applicable = Not required for essential functions


• 
  Occasionally = (0 - 2 hrs./day)


• 
  Frequently = (2 - 5 hrs./day)


• 
  Constantly = (5+ hrs./day)

 WORK ENVIRONMENT

General Office Setting, Indoors Temperature Controlled

EEOC STATEMENT

It is the policy of Heluna Health to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.

Education

Preferred

• Bachelors or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

See job description

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