Public Health Foundation Enterprises (DBA Heluna Health) is a non-profit 501(c)(3) agency dedicated to enabling population health initiatives to improve the overall well-being of our communities. Heluna Health strives to become the nation’s leader in providing program and support services to optimize population health. Heluna Health partners with academic researchers, government agencies, foundations and private sponsors to offer a suite of services, including contracts and grants management; fiscal sponsorship (providing a financial ‘home’ for researchers, projects and agencies); human resources support; accounting services; real estate/leasing and direct public health project leadership.
Under supervision of the Project Accounting Supervisor, perform accounting activities inclusive of processing A/P invoices for payment, billings, A/R collections, budget set-up, and interaction with Programs to address inquiries as they arise.
Limited term position through 7/31/2026.
Must submit a resume with the application.
Hourly range: Southern CA - $27.40-$31.67 per hour.
Hourly range: Northern CA - $30.15-$34.84 per hour.
ESSENTIAL FUNCTIONS
Serve as the primary point of contact for all project-related financial matters.
Manage less complex clients and projects.
Perform grant-related post-award responsibilities such as project budget oversight and management from start to finish, expense analysis, financial reporting and reconciliation, and assuring accuracy and compliance with company and funder policies.
Reviews, validates, and processes all invoices and payment authorizations, ensuring that all relevant information and documentation are included.
Develops rapport with project directors and contacts by engaging with them on a regular basis about budget updates, requests for new invoices (if any) that need to be processed for payment, and so on.
Evaluate the financial capabilities of sub-recipients and contractors for contract approval. Notify Contract and Grant Manager and/or program staff of any financial issues that may arise with subrecipients and contractors.
Prepares invoicing and detailed backup documentation for monthly reports and invoices as requested and in accordance with individual projects/funding sources. Ensures compliance with applicable laws and regulations related to specific contracts.
Develops a monthly reconciliation of project-related receivables and pursues unpaid balances.
Monitor project expenditures and track against approved budget, making recommendations for adjustments as needed
Prepares adjusting entries to the accounting system when project funding changes and at the request of project directors.
Reviews budgets and ensures that funds are available for new hiring, status changes, extensions, etc., as well as other expenses.
Generates financial reports for funders and projections/forecasts of expenditures for program directors, among other project analysis reports, as required.
Managing budgeting activities such as developing a budget proposal based on strategic objectives and assumptions, then revising it as needed to align with actual results.
Providing guidance on financial matters to project fiscal manager and project director.
Provide strategic judgments to the project director that might have an influence on the project's bottom line.
Keep up with any modifications to pertinent laws and regulations that may have an effect on the project.
Perform grant closeout functions including reconciliations, financial status reports, final invoices, and final reporting.
Effectively communicates by phone, in person, and in writing with both internal and external parties.
Compiles data and prepares reports for single audits and program audits.
Provides outstanding customer service to all clients.
Performs other duties, as requested.
JOB QUALIFICATIONS
Must be proficient in Excel (pivot tables, v-lookups, IF statements), Microsoft Word, and Outlook Express.
Proficiency required in Oracle (Fusion), as required, to perform job duties within 90 days of date of full-time employment.
POSITION QUALIFICATIONS
Competency Statement(s)
Detail-oriented – Ability to pay attention to the minute details of a project or task
Accuracy – Ability to perform work accurately and thoroughly
Honesty/Integrity – Ability to be truthful and be seen as credible in the workplace
Accountability - Ability to accept responsibility and account for his/her actions
Business acumen – Ability to grasp and understand business concepts and issues
Problem solving and Analytical skills – Ability to strategically interpret data and resolve issues as they arise
Timeliness - Ability to complete tasks within the required timeframe
Communication skills – Ability to clearly express oneself both orally and in writing to various levels within the organization
Team player – Ability to work effectively in a team environment, within the department and across all departments
Education/Experience
Bachelor's Degree (four-year college) in Accounting or Finance required.
One year experience in an accounting department preparing journal entries, reconciling accounts, and analyzing trends.
Other Skills, Knowledge, and Abilities
Critical Thinking - Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret financial reports generated as part of regular job duties.
PHYSICAL DEMANDS
Stand: Occasionally
Walk: Frequently
Sit: Frequently
Handling / Fingering: Occasionally
Reach Outward: Occasionally
Reach Above Shoulder: Occasionally
Climb, Crawl, Kneel, Bend: Occasionally
Lift / Carry: Occasionally - Up to 30 lbs
Push/Pull: Occasionally - Up to 30 lbs
See (Vision): Constantly
Taste/ Smell: Not Applicable
KEY
Not Applicable = Not required for essential functions
Occasionally = (0 - 2 hrs/day)
Frequently = (2+ - 5 hrs/day)
Constantly = (5+ hrs/day)
WORK ENVIRONMENT
General Office Setting, Indoors Temperature Controlled.
EEOC STATEMENT
It is the policy of Heluna Health to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)