Staff Accountant

Job Locations US-IL-Chicago
Active/Full Time/Regular

Job Summary

WellBe Senior Medical is an innovative, private-equity backed healthcare company focused on providing the highest quality geriatric care (care of older adults) to frail, elderly Medicare Advantage patients with multiple chronic medical conditions. This population is typically underserved and very challenged with access to quality care. To address these problems, WellBe has elected to bring the care to the patient, instead of trying to bring the patient to the care. Care is provided throughout the entire continuum of care – from chronic care and urgent care in the home, to hospital, to skilled nursing facility, to assisted living, to palliative care, to end of life care. WellBe's physician-led geriatric care teams provide “concierge” level geriatric medical care and social support in the home as well as delivering and coordinating care across the entire continuum.


This is a highly unique role at an innovative, fast-growing, private-equity backed healthcare company.  As the first employee in the Accounting & Finance department other than the CFO, you will be tasked with helping to build the department from the ground-up. If you possess strong accounting and finance knowledge, a willingness and ability to learn quickly, and an entrepreneurial attitude, this is the role for you. This is NOT a traditional accounting & finance position. This job has significant long-term growth opportunity.

Job Description


  • Perform the daily and monthly accounting activities (e.g., recording journal entries, G/L and bank account reconciliations, monthly close) for WellBe including all consolidated entities
  • Ensure all expenses, revenues and balance sheet items are recorded in a timely and accurate manner, and in accordance with GAAP
  • Utilize the G/L and reporting systems to effectively record transactions and prepare monthly internal financial statements
  • Work directly with the Payroll function to record bi-weekly payroll entries and help resolve issues as needed
  • Maintain summaries and accounting analyses of significant agreements the company enters, including the key terms and payment information
  • Review and implement changes in accounting procedures and account reconciliations to increase efficiency and accuracy
  • Help manage accounts payable including setting up new vendors, uploading invoices to the AP system and assigning to the appropriate approvers, and answering questions from internal approvers and vendors as necessary
  • Maintain the fixed asset listing recording new acquisitions and asset disposals as necessary and recording monthly depreciation
  • Support accuracy of internal management accounting by ensuring appropriate allocation to entities and departments as well as assist in identifying and implementing potential improvements
  • Assist with annual budgeting, audit, and tax return requests, as well as with budget updates and ad hoc reporting requested by management
  • Take on additional responsibilities as the business continues to grow
  • Other tasks needed to accomplish team’s objectives/goals

Job Requirements

Educational Requirements:

  • BA/BS degree from an accredited university majoring in business or related field
  • 3+ years of accounting, auditing, or bookkeeping experience


Required Skills and Abilities:

  • Demonstrated proficiency with the Microsoft Office suite of products, primarily Excel
  • Demonstrated strong interpersonal and organizational skills, including balancing multiple deadlines
  • Detail-oriented
  • Flexibility to adapt to changing priorities and responsibilities in a dynamic work environment
  • Experience with NetSuite accounting software (preferred)
  • CPA or currently pursuing CPA (preferred)
  • At least two years of accounting or auditing experience in public accounting (preferred)
  • Experience in healthcare industry (preferred)



  • Timely and accurate monthly financials
  • Complete and accurate financial and other schedules
  • Demonstration of WellBe’s values

Supervisory Responsibility: No supervisory responsibilities.


Travel requirements: Travel may be required up to 10% locally or nationally


Work Conditions:


  • Ability to lift to 20 lbs
  • Requires prolonged sitting. May require some bending, stooping, twisting, and/or stretching from seated or standing positions.
  • Requires eye-hand coordination and manual dexterity sufficient to frequently operate a keyboard, telephone, copier, calculator, and other office equipment. 
  • Requires normal range of hearing and eyesight to record, prepare and communicate appropriate information via telephone or computer. 
  • Requires moderate to intense concentration due to complexity and/or need to meet deadlines, and flexibility to readily adapt to a changing environment.
  • Work Conditions: General office environment.


The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification.  Management reserves the right to add, modify, change or rescind the work assignments of this position.  Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of this role. 


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