HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.



The Staff Accountant will be help manage general accounting and financial processes. The Staff Accountant is responsible for all daily/monthly accounting tasks including, billing various customers, AR review, performing general ledger account and bank statement reconciliations, assisting in the month end close and maintaining the fixed asset register.



Duties/Responsibilities:

• Act as the company's primary point of contact for Customer/Carrier daily coding and cash application


• Review all incoming Treasury mail including depositing checks via Remote Deposit Capture


• Coordinate deposit requests and provide confirmation when complete


• Reconciliation all bank accounts daily within ERP system and monthly account reconciliations and bank statements for controls purposes


• Produce and distribute the uncategorized revenue reporting details to the Brokerage Revenue Team


• Identify and update appropriate Customer/Carrier contact information for MAQ, Leads and Other Customers partnering with Account Management


• Coordinate billing for MAQ & Leads Customers; verifies all billings and charged to credit cards on file are complete and reconciled to the general ledger and upload billing invoices to multiple carrier portals


• Prepare weekly AR review and follow up with customers on outstanding balances and prepares Bad Debt write-offs as necessary


• Performs mid-level general ledger account reconciliations, verify accuracy of data and report, identify, and correct any errors found in order to provide accuracy of the company's financial statements


• Support timely monthly, quarterly, and year-end financial close, including assigned journal entries, balance sheet account reconciliations, accruals, and overall maintenance of all operational management accounts


• Review overhead expenses and payables to ensure expenses are properly accrued or included in prepaid on a weekly basis


• Maintain fixed asset ledger, which includes preparation of journal entries, reconciliation of general ledger to fixed assets register and preparation of depreciation schedules and journal entries


• Assist Senior Accountant in preparation of files for various tax filings


• Prepare special financial reports and analytical trends of actual versus budget by collecting, analyzing, and summarizing account information and trends.


• Miscellaneous reporting and ad-hoc analysis in support of other financial and business priorities


• Participate in year-end audit by preparing work papers and prepping selections.


• Perform other related duties as assigned

• Bachelor's degree in Accounting or Finance


• 2 + years of professional accounting experience


• Ability to manage priorities and meet deadlines in a dynamic environment


• Excellent verbal and written communication skills


• Advanced proficiency with Microsoft Excel


• Strong organizational skills and meticulous attention to detail required


• Strong interpersonal skills


• Tact, diplomacy, and ability to maintain strict confidentiality are critical

• Experience with Quickbooks, NetSuite, Workday,


• Active pursuit of Certified Public Accountant (CPA) license


• Experience in audit accounting


• Knowledge of GAAP (generally accepted accounting principles in the U.S.)

• Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)