Staff Accountant

About the role

The Staff Accountant provides a high degree of accounting support and performs a variety of accounting tasks of moderate complexity with a high level of confidentiality. They perform work utilizing judgment within prescribed standards (US GAAP) and procedures, and will be heavily involved in month-end, quarter-end, and year-end close processes.

Responsibilities

• Prepares commission statement reconciliations in Excel to create payroll files and journal entries.
• Prepares commission true-up calculations and journal entries as needed, correcting accrual entries for advisor commissions.
• Processes work with a sense of urgency and high-level attention to detail.
• Reviews work product for accuracy and opportunities to improve processes.
• Provides a high level of customer service for inquiries from regional growth leads, contracting, and external agents.
• Follows established protocols for processing balanced with analysis for future change.
• Works well in a small team environment; comfortable with backing up others and ensuring responsibilities are documented and repeatable.
• Maintains a documented system of accounting policies and procedures specific to the role.
• Looks for opportunities to improve the organization, business segments, and processes.
• Brings issues and discrepancies to appropriate leaders while identifying potential solutions.

Requirements

• Four-year degree in accounting or related field with at least three years’ prior applicable work experience.
• Medicare commission, health, or insurance accounting experience is a plus.
• Working knowledge of US Generally Accepted Accounting Principles (GAAP).
• Demonstrates the organization’s core values, exuding behavior aligned with the firm’s culture.

Skills

• Excellent computer skills in database management (advanced Excel required) and record keeping.
• Strong initiative and independence balanced with team support as needed.
• Effective written and verbal communication skills.
• Excellent organizational skills.
• Ability to work with and commit to accounting deadlines and schedules.
• Exhibits professional skepticism.