Staff Accountant

Overview

The Staff Accountant provides accounting support and performs moderately complex accounting tasks requiring judgment, confidentiality, and adherence to US GAAP and established procedures. This role is heavily involved in month-end, quarter-end, and year-end close processes.

Responsibilities

• Prepare commission statement reconciliations in Excel to create payroll files and journal entries.
• Prepare commission true-up calculations and journal entries as needed, including corrections to accrual entries for advisor commissions.
• Process work with a sense of urgency and a high level of attention to detail.
• Review work products for accuracy and opportunities to improve processes.
• Provide a high level of customer service in response to inquiries from regional growth leads, contracting teams, and external agents.
• Follow established processing protocols while analyzing opportunities for future improvements.
• Work effectively in a small team environment, back up colleagues as needed, and ensure responsibilities are documented and repeatable.
• Maintain a documented system of accounting policies and procedures specific to the role.
• Identify opportunities to improve the organization, business segments, and processes.
• Escalate issues and discrepancies to the appropriate leader while identifying potential solutions.

Requirements

• Four-year degree in accounting or a related field.
• At least three years of applicable prior work experience.
• Working knowledge of US Generally Accepted Accounting Principles (GAAP).
• Advanced Excel skills, along with excellent computer skills in database management and record keeping.
• Strong initiative and independence, balanced with a willingness to support the team as needed.
• Effective written and verbal communication skills.
• Excellent organizational skills.
• Ability to meet accounting deadlines and schedules.
• Professional skepticism.

Preferred Qualifications

• Experience with Medicare commission, health, or insurance accounting.

Additional Information

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The employer will not accept unsolicited resumes from any source other than directly from a candidate who applies through its career site. Unsolicited resumes sent by an agency or any other source will not be considered and are not subject to any fees for any placement resulting from receipt of an unsolicited resume.