JOB DESCRIPTION

JOB TITLE

Staff Accountant (Remote)

DATE

March 18, 2026

POSITION SUMMARY

The Staff Accountant (SA) maintains accurate financial records, prepares journal entries, and reconciles accounts to support monthly, quarterly, and year-end closings. The SA manages daily financial and accounting tasks, including accounts payable/receivable, and ensures the completeness, accuracy, and timeliness of accounting records in compliance with regulations. The SA performs job duties according to the agency's mission, vision, and philosophy.

REPORTS TO

Director of Finance

REQUIRED EDUCATION AND EXPERIENCE

Bachelor’s degree or higher in accounting, finance, or business administration

Up to two (2) years of experience in accounting.

Familiarity with commonly used accounting and spreadsheet applications

PREFERRED EDUCATION AND EXPERIENCE

Experience working with business accounting software, including Sage Intacct and QuickBooks

Eligibility to obtain the CPA within three (3) years of employment

ESSENTIAL FUNCTIONS

Maintains the general ledger and all related accounts with proper documentation and records of all company transactions; reviews entries to the general and subsidiary ledgers to ensure accuracy and compliance with the company’s and generally accepted accounting principles; controls all changes to the chart of accounts. Responsible for monthly and year-end closing of the general ledger, including preparation of journal entries.

Responsible for maintaining computerized accounting systems, backup control, assisting other accounting staff with questions, and preparing computer-generated reports and statements.

Administers preparation of interim, year-end, and comparative financial reports; performs and provides analysis of current results to prior periods and/or budget. Prepares required government reports as directed by the controller and responds to inquiries as necessary.

Stays current with accounting developments, best practices, and developing laws; monitors accounting systems and recommends new or revised policies and procedures.

Prepares monthly bank reconciliation for all accounts; verifies accuracy of bank statements and resolves questions or problems; maintains integrity of cash balances and cash flow systems.

Responsible for the review and preparation of payroll records and payroll processing.

Maintains fixed asset records and control; determines depreciation terms/rates to apply to capitalized items; assists with preparing documents for property tax returns.Assists the Director of Finance in coordinating year-end financial audits and preparing schedules and documents for independent (third-party) auditors.Maintains other accounts and performs other accounting duties, as required or requested by the Director of Finance.COMPETENCY

Demonstrate knowledge of accounting theory - Generally Accepted Accounting Principles or International Financial Reporting Standards

Ability to apply statistical calculations, analysis of variance (ANOVA), correlation techniques, sampling theory, and knowledge of algebra, linear equations, and other analytics.

Ability to prepare standard financial reports and legal documents.

Demonstrate understanding of eligibility requirements, application procedures for local, state, and federal resources and programs, particularly Medicaid and Medicaid waiver programs.

Communicate using professional written and oral communication skills.

Demonstrate an ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.

Communicate efficiently with customers, vendors, management, and other stakeholders.

Work independently, prioritize work activities, and use time efficiently.

Proficient computer skills in Google Suite or similar software, ADP Payroll, and Sage Intacct.

Respond to calls and emails within 24 hours, Monday through Friday, and intervene when services are needed in times of crisis and/or outside regular work schedules.

Participate in regularly scheduled meetings and complete training as required to execute job duties and as requested by the DDA and Optimal.

Notify the immediate supervisor before the start of the workday if unable to report to work.

Adhere to the privacy and confidentiality of client records and communication as outlined in HIPAA regulations, Optimal policy, and state and federal laws.

Perform duties with professionalism, compassion, and respect for the inherent dignity, worth, and uniqueness of every individual, unrestricted by consideration of social or economic status, personal attributes, or the nature of health problems.

Execute duties and represent Optimal ethically, cooperatively, and efficiently.

Execute procedures as outlined in the Optimal Policy and Procedure Manual.

Comply with the Optimal Equipment Policy, do not share usernames and/or passwords with anyone, and do not grant unauthorized access.

Comply with Optimal Personnel Record Policy, including updating applicable licenses, health screenings, and CPR/FA certification.

Comply with the provisions of State, local, and Federal laws, regulations, ordinances, requirements, and codes that apply.

Comply with federal, state, and local laws by not discriminating against anyone based on race, color, national origin, age, sex, sexual orientation, religion, disability, or any other
protected basis.

WORK ENVIRONMENT

Work is remote-based.

Activities include extended periods of sitting and extensive work at a computer.

PHYSICAL DEMANDS

Being in a seated position for extended periods of time.

Manual dexterity is required to manipulate small objects, such as using a keyboard.

Strength to lift and carry files weighing up to 10 pounds.

POSITION TYPE AND EXPECTED HOURS OF WORK

The introductory (probationary) period will last 90 days from the employee’s start date.

Full-time: 8:30 a.m. to 5:00 p.m., Monday through Friday.

ADDITIONAL ELIGIBILITY QUALIFICATIONS

Current and active CPR and First Aid certification.

Normal tuberculosis skin test (or chest X-ray within 12 months).

At least three (3) letters of reference (must be in good standing).

WORK AUTHORIZATION/SECURITY CLEARANCE

Proof of authorization to work lawfully in the United States is required.

Federal or state security clearance is not required.

Not been determined to be:

Simultaneously employed by another DHMH-licensed agency.

On the Medicaid exclusion list.

Convicted of a crime of violence in violation of Criminal Law Article 14-101, Annotated Code of MD.

In violation of Health-General Article 7-1102 Annotated Code of MD.

A person with a criminal history that would indicate behavior potentially harmful to people receiving services, as documented through a state and federal criminal background check.

FLSA: Non-Exempt

AFFIRMATIVE ACTION PLAN (AAP) / EQUAL EMPLOYMENT OPPORTUNITY (EEO)

Optimal is an equal opportunity employer. Per anti-discrimination law, this policy's purpose is to effectuate these principles and mandates. Optimal prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Optimal conforms to the spirit and the letter of all applicable laws and regulations.

DISCLAIMER

The job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.