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Treasury Staff Accountant

Company: PlanSource
Location: Orlando
Posted on: February 16, 2020

Job Description:

SummaryPlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Grand Rapids, and Charleston, SC. We are looking for a highly motivated Treasury Staff Accountant to reconcile all the FSA, HSA, HRA and Cobra accounts.--About the Treasury Staff Accountant PositionAs a Staff Accountant you will work closely with the Financial Specialist team members preparing detail reports and audits of banking client activity.--In addition, your priorities will include:

  • Reconcile Health treasury bank accounts.
  • Reconcile all spending account payments and reimbursements to operational systems.
  • Review financial processes for accuracy and provide value-add suggestions for process improvement.
  • Other duties as assigned by the Companys Treasury Director.About YouAs a Staff Accountant, you will bring 2+ years experience in reconciliation.-- You are a well-organized professional with an accurate and attentive focus to detail.-- Your outstanding problem-solving and analytical abilities will allow you to handle multiple priorities and work well with short deadlines.--In addition, your qualifications/abilities include:
    • Bachelors Degree in accounting preferred or equivalent.
    • 2+ years general accounting/finance experience. Banking experience preferred.
    • WEX Health and VEBA Trust experience a plus.
    • Well organized and able to prioritize.
    • Excellent oral and written communication skills.
    • Strong interpersonal skills and able to work well with others.
    • Excellent problem-solving abilities.
    • Integrity with ability to keep information confidential.
    • Able to use all related computer software applications, telephone and business equipment including the Microsoft Office Suite.What We Offer
      • The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
      • Fast-paced environment with big goals and the opportunity to make a big impact (no bureaucracy).
      • An awesome work environment for creative professionals.-- Top ten reasons to come to PlanSource:--#10: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vistas portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world with intraportfolio career advancement opportunities and have structures in place to leverage shared learnings from across the ecosystem. --#9: We are on a roll. Be part of a winning team Thousands of employers and millions of consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. --#8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices and no-holds-barred Nerf wars. --#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company. --#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed. --#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed. --#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as Aflac, Cigna, Guardian, MetLife, and Unum provide a competitive advantage and added credibility. --#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology. --#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs. --#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.--

Keywords: PlanSource, Orlando , Treasury Staff Accountant, Accounting, Auditing , Orlando, Florida

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