Staff Accountant

About the role

At Birdi, we're transforming the pharmacy experience through innovation, technology, and operational excellence. Joining Birdi means becoming part of a collaborative team where your contributions matter. You'll work alongside talented professionals who are passionate about improving healthcare while driving financial accuracy, accountability, and continuous improvement.

Responsibilities

• Accounts Payable & Vendor Management: Process and verify invoices and payment requests in accordance with company policies. Ensure proper coding, approvals, and documentation for all invoices. Reconcile vendor statements and resolve discrepancies promptly. Prepare and execute payment runs, including electronic payments and check disbursements. Maintain vendor records and ensure compliance with tax reporting requirements, including W-9 documentation. Collaborate with internal departments to resolve payment-related questions and issues.
• General Ledger & Accounting Operations: Maintain and reconcile general ledger accounts. Prepare accurate and timely journal entries. Support month-end and year-end close processes. Ensure compliance with GAAP, company policies, and accounting procedures. Assist with balance sheet and income statement reconciliations.
• Cash Management & Reconciliations: Perform monthly bank reconciliations. Reconcile credit card transactions and accounts. Investigate and resolve cash variances and reconciliation discrepancies. Support cash management reporting and analysis.
• Financial Reporting & Analysis: Assist with the preparation of monthly financial reports and supporting schedules. Support budgeting and forecasting activities. Monitor financial performance against budget and identify variances. Assist in ad hoc financial analysis and reporting projects.
• Audit & Tax Support: Support internal and external audit activities. Gather and prepare documentation for auditors and third-party consultants. Assist external tax partners with information needed for tax filings and compliance activities. Help implement audit recommendations and corrective actions.
• Process Improvement & Operational Support: Identify opportunities to improve accounting processes and workflows. Assist with system enhancements and financial technology initiatives. Support implementation of new accounting tools and reporting solutions. Participate in special projects and cross-functional initiatives as assigned.

Requirements

• Education: Bachelor's degree in Accounting, Finance, or a related field. Associate's degree with relevant accounting experience may be considered.
• Experience: 2 to 4 years of accounting or finance experience. Experience with: General ledger accounting, accounts payable, accounts receivable, financial reporting, account reconciliations, and accounting systems such as NetSuite, QuickBooks, Microsoft Dynamics, and similar ERP platforms.
• Knowledge, Skills & Abilities: Strong knowledge of Generally Accepted Accounting Principles (GAAP). Advanced Microsoft Excel skills, including Pivot tables, VLOOKUPs/XLOOKUPs, and financial analysis functions. Strong analytical and problem-solving abilities. Exceptional attention to detail and accuracy. Excellent organizational and time-management skills. Strong communication and interpersonal skills. Ability to manage multiple priorities and deadlines effectively. Ability to work independently and collaboratively within a team environment. Sound judgment and strong operational focus. Ability to work extended hours, weekends, and holidays when business needs require.

Qualifications

• Required Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 2 to 4 years of accounting or finance experience. Experience with: General ledger accounting, accounts payable, accounts receivable, financial reporting, account reconciliations, and accounting systems such as NetSuite, QuickBooks, Microsoft Dynamics, and similar ERP platforms.
• Preferred Qualifications: Experience within: Pharmacy, Pharmacy Benefit Management (PBM), Retail Pharmacy, Specialty Pharmacy, Mail Order Pharmacy, Healthcare, Managed Care, Pharmaceutical Industry. Experience supporting healthcare financial operations. Familiarity with claims processing and reimbursement environments. Experience working in high-growth or rapidly evolving organizations.

Skills

• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Advanced Microsoft Excel skills, including Pivot tables, VLOOKUPs/XLOOKUPs, and financial analysis functions.
• Experience with accounting systems such as: NetSuite, QuickBooks, Microsoft Dynamics, and similar ERP platforms.
• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities and deadlines effectively.
• Ability to work independently and collaboratively within a team environment.
• Sound judgment and strong operational focus.
• Ability to work extended hours, weekends, and holidays when business needs require.

Benefits

Joining Birdi means becoming part of a collaborative team where your contributions matter. You'll work alongside talented professionals who are passionate about improving healthcare while driving financial accuracy, accountability, and continuous improvement.

Pay

Competitive compensation package based on experience and qualifications.

Schedule

Remote or office-based work environment. Position may be located in Ohio, Michigan, Arizona, or remote.

Equal Employment Opportunity Statement

Birdi is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We make employment decisions without regard to race, color, religion, creed, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, marital status, genetic information, or any other characteristic protected by applicable federal, state, or local laws. Birdi is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the recruitment process and employment relationship.