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CareOregon Advanced Accountant in Portland, Oregon

Position Title: Advanced Accountant

Department: Finance

Title of Manager: Accounting Manager or Supervisor

Supervises: Non-supervisory position

Exemption Status: Exempt

Requisition: 16568

General Statement of Duties

This position performs intermediate accounting functions for the organization. Primary responsibilities include full cycle accounting, including general ledger maintenance and analysis. These positions are also responsible for reporting, internal and external relations, and general administration.

This position’s area of focus and advanced knowledge consists of one of the following:

  • Payroll & Benefits – Performance of payroll and benefits accounting in alignment with federal, state and local payroll laws, retirement and deferred compensation plan compliance rules and regulations, including 401(k) and 457 plans and employee benefits.

  • General Ledger & Special Projects – Performance of general ledger activities and special projects in alignment with generally accepted accounting principles, insurance and health care industry accounting and reporting.

  • Reporting & Analysis – Performance of reporting and analysis activities in alignment with generally accepted accounting principles, insurance and health care industry accounting and reporting (i.e., IBNR, DMAP, MMLR and NAIC).

    Essential Position Functions

    General Ledger Maintenance & Analysis

  • Prepare routine to moderately complex general ledger journal entries.

  • Prepare monthly account reconciliations; maintain appropriate GL support.

  • Review and analyze data to ensure accuracy and regulatory compliance; make or coordinate corrections as needed.

  • Prepare basic trend and data analysis.

  • Interact with accounts payable staff on AP and cash receipts activities, including reviewing and coding invoices.


  • Prepare monthly financial reporting packages.

  • Prepare external financial reporting, including regulatory filings.

  • Develop reports for ad-hoc requests, using excel or GL software; run routine reports.

  • Maintain financial reports in reporting software

  • Support year-end audit requests

    Internal & External Relations

  • Develop and maintain productive working relationships with internal departments, teams, and leaders.

  • Serve as a resource for finance staff.


  • Participate in 1:1, team, and department meetings; attend All Staff meetings.

  • Track and document allocation of time.

  • Identify and help implement process improvements with some supervision.

    Essential Department and Organizational Functions

  • Propose and implement process improvements.

  • Meet deadlines for completion of workload.

  • Maintain agreed upon work schedule.

  • Demonstrate cooperation and teamwork.

  • Provide cross-training on specific job responsibilities.

  • Meet identified business goals that contribute to departmental goals.

  • Perform other duties as assigned.

    Knowledge, Skills and Abilities Required


  • Mastery of one or more core organizational accounting functions (e.g., IBNR, Medicare estimates, Risk Corridors, Regulatory Reporting, Audit, Reporting software, Payroll and Benefits)

  • Proficient understanding of GAAP and applicable laws and regulations; ability to recommend appropriate accounting and reporting treatment for transactions

  • Proficient understanding of internal controls and department policies and procedures

  • Ability to interpret data; proficient research and analytical skills

  • Intermediate Microsoft Excel skills (e.g. advanced formulas, sumifs, vlookups, pivots, appropriate application of formulas and graphs, etc.)


  • Effective communication skills, including listening, verbal, and written; developing ability to influence others

  • Ability to articulate and present information within the department

  • Ability to communicate with external parties (e.g., auditors, actuaries, regulatory agencies, etc.)

    Team Participation/Leadership

  • Ability to effectively assist with projects and/or lead small projects

  • Ability to support implementation of organizational or departmental change

  • Ability to identify and help implement process improvements with minimal supervision


  • Quality and Accuracy - Strong attention to detail and accuracy; ability to produce high quality output, requiring some regular review

  • Problem Solving and Critical Thinking - Ability to identify problem, inconsistencies, unexpected results, relevant information and uncertainties; ability to interpret an organize information in a meaningful way and articulate assumptions; ability to communicate findings and potential solutions to appropriate team member

  • Organization and Time Management – Ability to prioritize work and complete tasks on time

  • Teamwork - Ability to effectively collaborate with coworkers

  • Feedback - Ability to accept feedback and adapts to change

  • Professionalism - Possess a high degree of initiative, motivation, and professionalism

  • Positive Attitude - Ability to maintain a positive attitude

    Physical Skills and Abilities

    Lifting/Carrying up to 0 Pounds

    Pushing/Pulling up to 0 Pounds

    Pinching/Retrieving Small Objects



    Climbing Stairs

    Repetitive Finger/Wrist/Elbow/

    Shoulder/Neck Movement

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    0 hours/day

    0 hours/day

    0 hours/day

    More than 6 hours/day








    Speaking Clearly

    0 hours/day

    0 hours/day

    0 hours/day

    0 hours/day

    More than 6 hours/day

    More than 6 hours/day

    3-6 hours/day

    3-6 hours/day

    Cognitive and Other Skills and Abilities

    Ability to focus on and comprehend information, learn new skills and abilities, assess a situation and seek or determine appropriate resolution, accept managerial direction and feedback, and tolerate and manage stress.

    Education and/or Experience


  • Minimum 3 years’ experience as an Accountant (1-2 years’ Accountant experience may be considered with a Bachelor’s Degree in Accounting and with core experience from public accounting or financial reporting)


  • Accounting work experience in the health insurance industry

  • Bachelor’s Degree in Accounting, Finance, or related field

    Working Conditions

  • Environment: This position’s primary responsibilities typically take place in the following environment(s) (check all that apply on a regular basis):

    ☒ Inside/office ☐ Clinics/health facilities ☐ Member homes

    ☐ Other_____________

  • Travel: This position may include occasional required or optional travel outside of the workplace, in which the employee’s personal vehicle, local transit, or other means of transportation may be used.

  • Equipment: General office equipment

  • Hazards: n/a

  • Other: Ability to work during Finance Core Business Hours

    Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment

    Veterans are strongly encouraged to apply.

    Equal opportunity employer. This company considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.