Accounting Manager

About Univfy:

Univfy is dedicated to helping individuals and couples realize their dream of becoming parents. We are fertility and AI experts passionate about providing patients with the tools to choose the most effective fertility treatment with greater confidence, success and cost-success transparency.

More than 7 million women and couples are impacted by infertility in just the US. IVF is the most effective treatment for most patients, but the cost and the uncertainty of the outcome keep many from trying and reaching their goals. The Univfy platform combines AI, machine learning and fintech to help fertility centers (our clients) integrate personalized medical and financial counseling to benefit their patients. We deliver scientifically validated, personalized prognostics to help patients understand their accurate chances of success with IVF, reduce the financial risk of paying for multiple treatments and to make their journey easier along the way.

Univfy is based in Los Altos, California and currently serves IVF centers across 15 states in the U.S. and Canada. We offer competitive compensation and a complete benefits package including medical, dental, vision and a 401k.

Role and Responsibilities:

The Accounting Manager will report to and receive requirements/training from the Director of Strategy and Operations and CEO for different sets of responsibilities. This is a highly detailed and structured full charge bookkeeper position with additional administrative duties.  As the accounting specialist and in this cross-team role, you will be responsible for bookkeeping, journal entries, bill pay, invoicing, collection, AR/AP, review and audit of reimbursement requests, work with controller/Finance Director to close each month, setting up wires to certain vendors, payroll and PTO tracking, employees’ first line of HR questions, maintenance and updating of the employee handbook, assisting with board deck preparation and marketing analysis (training and templates will be provided), and administrative support to the CEO.

Responsibilities: 

• At least 2 years of experience with QB

• Perform the following tasks in QB: enter bills and invoices, make journal entries, book month-end entries such as expense accruals, prepaid and other entries; create AP and AR reports; import data from 3rd party software programs; pay vendors, enter customer payments, make deposits, reconcile accounts and run financial statements

• Perform month-end closing tasks, process and audit expense reports; process and maintain 1099 statements; track and create invoices, process customers’ payments and perform collection duties as needed; communicate with vendors to resolve issues in a timely manner; review mail and email daily and deposit checks as they are received;

• Receive requirements from management team to streamline processes and maintain accurate expense code and categories

• Perform all tasks related to timely payroll, including tracking and entering PTOs and expense reimbursement into Paychex

• Reconcile discrepancies, find and correct errors, and inform management team of your errors in a timely manner;

• Maintain and update information on client acquisition

• Have knowledge +/- experience with accrual accounting, reconciling account types, assets, liabilities and balance sheet accounts

• Use additional apps such as Expensify, Bill.com, bank apps, Microsoft Sharepoint as needed

• Assist management team to create slides and visuals for monthly and quarterly financial reports for the board and shareholders

• Comply with federal, state, and company policies, procedures, and regulations consistently and completely

• Provide financial summaries to CFO monthly closing and to tax accountant annually

• Provide administrative assistance and support to CEO, including managing expense report, scheduling meetings, and travel itinerary

Requirements:

• Graduate of a bachelor’s degree in Accounting (Preferred) or equivalent experience

• Proficient and have at least 2 years experience in QuickBooks

• Experience or general understanding of accrual accounting

• Proficient in MS Office – Outlook, Word, Powerpoint and very proficient use of Excel to create spreadsheets and financial reports

• Experience with payroll platforms (1 year+)

• Able to learn new tools very quickly (e.g. Expensify, Bill.com, bank apps)

• Highly organized, dependable, punctual, accurate, detail oriented, honest, full of integrity, professional

• Have experience in and excellent in handling confidential information

• An excellent people’s person and have superb communication skills (verbal, written, spoken)

• Able to multi-task, adapt, prioritize, use initiative and have excellent time management and analytical skills

• Able to translate requirements and discussion points into action items

• Eager to learn and grow into your position

• Motivated to work independently and also able to work well with the team

• Open to receiving feedback and switching gears to try other methods if one method doesn’t work

• Authorized to work in the United States and do not require visa applications or renewal

• Experience with accounting work in a variety of businesses, with experience in healthcare and SaaS businesses a plus but not required

• Familiar with Linkedin, Facebook, Twitter, Instagram, Google platforms and having work experience in those tools is a plus

Benefits:

• Medical coverage (including dental and vision) for employee + family

• Paid PTO + company holidays

• 401(k)