Accountant II

Website Community Health Trust

Fostering Health & Equity - Promoviendo Salud y Equidad

Job Title: Accountant II

FLSA Classification: Non- Exempt

Department: Administration

Compensation: $55,045-$79,361

Reports to: Director of Finance & Operations


The Accountant II is responsible for accounts payable, accounts receivable, reconciliation of the general ledger, bank, broker accounts. Maintaining fixed asset, assisting with the annual budget, compiling grant expenditure reporting, preparing statistical and financial reports for departments, finance committee and the board. Applying the General Accepted Accounting Principal (GAAP) that include analytical work and through review of financial reports and assisting the Director of Finance and Operations in preparation of miscellaneous confidential correspondence.

Essential Duties and Responsibilities


• Performs the accounting functions with a focus on ensuring the timely monthly closing of the books, and accurate preparation of monthly financial statement and reporting

• Provides financial information to management by researching and analyzing accounting data, preparing reports

• Prepares asset, liability, and capital account entries by compiling and analyzing account information

• Maintains fixed assets system, which includes preparation of journal entries, recompilation of general ledger to fixed asset system, preparation of depreciation schedules for audit and budgeting

• Processes accounts payable weekly using accounting software program, including classification of invoices for payment and processing check requests in accordance with finance, policies, and procedures

• Processing of cash receipts, recording revenue and receivables and work closely with the Development Team to ensure the revenue and receivables in Sage are reconciled with Donor Perfect

• Maintains chart of accounts, vendor accounts and accounting ledgers

• Complies with federal, state, and local financial legal requirements by studying existing and new laws legislation, enforcing adherence to requirements, and advising management.

• Verifies vendor accounts annually, by ensuring updated W9 are on file. Verifies independent contractor taxpayer identification with updated W9- forms are on file at least annually.

• Assembles information for external auditors for the annual audit

• Assists in annual budget preparation and monthly analysis

• Substantiates financial transactions by auditing documents

• Maintains accounting controls by preparing and recommending policies and procedures

• Provide clerical and administrative support to management as requested


• Working with program staff, ensures program data-keeping systems support impact analysis

• Working closely with Leadership Team, monitor the strategic plan, analyzes business operations, trends, cost, revenues, financial commitments, obligations, and creates info graphics.

• Attends and participates in assigned organizational meetings and activities, including special events

• Complete other tasks and duties as assigned in support of the Health Trust mission

Supervisory Responsibilities: None

Knowledge, Skills and Experience

• Bachelor’s degree in accounting with 2- 5 years of experience in accounting or related field

• Strong prioritization skills, ability to multi-task, a keen sense of urgency, ability to meet deadlines, and able to take initiative to deliver results

• Accurate and efficient data entry, high level of integrity, accuracy, dependability, enthusiasm, and confidentiality

• Excellent computer skills and working knowledge of MS Word, Excel, Outlook and PowerPoint, and willingness and ability to learn to use accounting and fund development software

• Proficiency in spreadsheet software (Excel) and word and Accounting Software knowledge preferred.

• Naturally friendly, punctual, professional self-starter who enjoys being part of a team that thrives on helping others to support local healthcare delivery

• Non-profit financial experience a plus

Physical Demands and Use of Machines, Tools and Equipment

• Seldom (1–5%): reach above shoulders, use fax

• Occasionally (6-33%): bend, twist, push, pull, climb, squat, crawl, kneel; use copier and filing cabinet drawers & locks

• Frequently (34-66%): sit, reach with hands and arms; climb or balance; stand and walk; grasp with hands and fingers; use telephone

• Continuously (67-100%): use hands to finger, handle or feel objects, tools, or controls; see (including close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus), hear and speak; key (i.e., computer, calculator, telephone); and lift (up to 5 lbs); use writing instruments, computer

Work Environment

• Approximately 75% of the time performing job duties is spent indoors, within a standard office or clinic environment

• Approximately 30%-70% of the time is spent on the computer

• Approximately 50%-70 of the time is spent interacting with colleagues and members of the community

• Noise level in the work environment is usually moderate

• The temperature of the work environment is moderate, and ranges from 65 – 80 degrees

Travel Requirements

This job requires very limited local travel

To apply for this job email your details to

Nonprofit Connection Santa Cruz County is a 501(c)3 corporation, Federal Tax ID# 87-2130376