Staff Accountant

Overview

The Staff Accountant provides financial accounting in accordance with organization guidelines, client needs, and legislative requirements.

This role requires minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.

Responsibilities

• Complete month-end and year-end closing processes, including preparation and input of journal entries, balance sheet reconciliations, bank reconciliations, and revenue summaries.
• Distribute monthly financial statements; research and resolve income statement discrepancies.
• Respond to branch inquiries and requests related to financial reporting.
• Audit financial statements prepared for review by outside auditors.
• Assist with the development, implementation, and monitoring of internal accounting systems, policies, and procedures to support compliance with regulations and reporting requirements.
• Perform accrual accounting functions, including preparing and analyzing journal entries and financial statements.
• Prepare financial statements and schedules for auditors and various management reports.
• Serve as the initial point of contact for inquiries, problems, and exceptions related to account reconciliations and financial reporting.
• Review and monitor assigned accounts to ensure appropriate funding; direct cash transfers as needed.
• File 941 and 945 forms and ensure 990 and 5500 filings are timely.
• Perform other duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Finance or Accounting.
• One year of experience in an accounting role.
• Thorough understanding of common accounting principles and practices.
• Working knowledge of accounting software.
• Strong organizational skills with demonstrated attention to detail and ability to meet deadlines.
• Exceptional customer service skills and ability to communicate effectively with all levels of the organization.
• Proficient computer skills, including intermediate to advanced Microsoft Word and Excel.

Preferred Qualifications

• Experience working in a third-party administrator, insurance, or health and welfare environment.
• Prior experience in Taft-Hartley trust administration.

Working Conditions / Physical Effort

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds at times.

Compensation & Benefits

• Health, vision, and dental coverage.
• Retirement savings 401(k) plan with company match.
• Paid time off (PTO).
• Opportunities for growth.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, the employer provides reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. Requests for reasonable accommodation apply to all aspects of employment, including the application process.