1099 Reporting & Accounts Payable Analyst III

The 1099 Reporting and Accounts Payable Analyst is responsible for overseeing the accurate and timely processing of 1099 forms per the IRS timelines. This role ensures compliance with federal tax regulations, working with Vendor Maintenance to correct and update withholding.

The 1099 Reporting and Accounts Payable Analyst will:

• Review account payable transactions to identify vendors requiring 1099 reporting.
• Prepare, reconcile, and file annual 1099 forms with the IRS, ensuring compliance with all relevant deadlines and regulations.
• Distribute 1099 forms to vendors and respond to vendor inquiries regarding 1099s.
• Stay current on IRS rules and guidelines related to 1099 reporting and implement necessary changes to company processes.
• Collect and maintain 1099 forms from the KP regions for 1099 reporting, including W-9 forms and tax identification numbers.
• Build and apply adjustment schedules to ensure accurate handling of non-monetary and reporting exceptions related to 1099-misc reporting.
• Review vendor setups as related to 1099 reporting.
• Interact with the IRS to ensure accurate vendor uploads to A/P systems and support other Kaiser elements.
• Control and update access to IRS systems allowing access to TIN/name matching.
• Interact with accounting to support 990 reporting.
• Distribute KP W9s.

The 1099 Reporting and Accounts Payable Analyst will also manage end-to-end accounts payable operations. This includes verifying data accuracy, securing required approvals, and entering financial information into the accounting system. The analyst maintains current desktop procedures in alignment with IRS guidelines and company policies, reconciles vendor 1099s, and ensures timely resolution of discrepancies.

The analyst monitors and analyzes Invoice Paid On Time metrics to identify process improvement opportunities and oversees the timely review of vendor payables subject to 1099 reporting. They ensure adherence to internal controls, corporate policies, and SOX requirements while supporting audits through accurate documentation and clear explanations. The analyst serves as the primary liaison for vendor inquiries related to payments and 1099 forms, fostering strong relationships with both vendors and internal teams.

Job Summary:

This individual contributor is primarily responsible for supporting financial transactions and analyses, internal and external reporting, and internal and external audits while ensuring compliance with policies and procedures.

Essential Responsibilities:

• Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers.
• Completes work assignments by applying up-to-date expertise in the subject area to generate creative solutions.
• Supports financial transactions by preparing accounting activities and reconciliations leading to a complete set of accurate financial statements.
• Supports external reporting of Company financial information by assisting with reporting to external parties.
• Supports financial analyses by reviewing operational statistics and responding to ad hoc requests for analysis.
• Supports communication of financial results by presenting information in verbal and written form.
• Supports finance system design, implementations, enhancements, and continuous improvements.
• Supports internal reporting of Company financial information by assisting with compiling standard and/or ad hoc reports.
• Meets requirements of policies and procedures to remain compliant.
• Supports internal and external audits by preparing interim and year-end audit schedules.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications:

• Bachelor's degree in Accounting, Business, or related field AND a minimum of three (3) years accounting or related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Preferred Qualifications:

• One (1) year experience in a leadership role with or without direct reports.
• One (1) year project management experience.