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Junior Staff Accountant

Role overview

Qualifications

  • Associate's Degree in accounting/Finance or Business
  • At least two years' experience in accounting or a related field
  • Effective verbal and written communication skills
  • Strong analytical and organizational skills

Responsibilities

  • Assist Director of Finance in reconciling and preparing supporting schedules for month end close
  • Perform AR Reconciliations and Monthly Bank Reconciliations
  • Update and develop various schedules during year-end auditing period
  • Assist with budgeting and forecasting

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Analytical Skills
  • Organizational Skills
  • Microsoft Excel
  • Detail Oriented
  • Physical Flexibility
  • Communication
  • Teamwork
  • Multitasking
  • Self-Motivation

About the company

Health Plans Inc logo

Health Plans Inc

Insurance

HPI redefines what is possible with self-funded health plans. As a third-party administrator, we partner with health plan brokers and employers to provide innovative self-funding strategies and customized plans tailored to each client’s needs and population. Our solutions give employers greater cost transparency and control, while elevating the member experience.

Company details

Company typeSME
IndustryInsurance
Company size201 - 500

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Job description

Department: Accounting and Financial Reporting 

Reports To: Director of Finance 

FLSA Status: Non-Exempt

About HPI

At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.

The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.

Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service. 

Summary:

Health Plans, Inc. is seeking an organized and efficient staff accountant who loves working and refining day-to-day routines, preparing for audits, reconciliations, general accounting and working as an integral part of the accounting team. Other tasks assigned to this individual include reconciling bank statements and balancing the ledger for regular reports. The Staff Accountant is responsible for maintaining a high level of production while consistently producing accurate output. This position will work closely with the department Manager. 

Duties and Responsibilities (other duties may be assigned):

  • Assist Director of Finance in reconciling and preparing supporting schedules for month end close
  • AR Reconciliations
  • Monthly Bank Reconciliations
  • Monthly Reconciliation of various general ledger accounts 
  • Cross training on critical duties to provide back up for Director of Finance when needed
  • Assist Director of Finance with budgeting and forecasting
  • Assist Director of Finance with preparing financial information requests
  • Update and develop various schedules as necessary during year-end auditing period
  • Assist Director of Finance with accounting related functions as they arise and as necessary

Minimum Education Requirements (must have documented proof*):

  • Associate’s Degree in accounting/Finance or Business and/or equivalent experience

Minimum Experience Requirements:

  • At least two years’ experience in accounting or a related field
  • Communicates effectively, both verbally and in writing
  • self-motivated individual with strong analytical and organizational skills. 
  • Ability to work both independently and as a team member
  • Ability to multitask

Preferred Education Requirements:

  • Associate’s Degree in accounting/Finance or Business and equivalent experience

Preferred Experience Requirements:

  • Must have strong attention to detail and flexibility
  • Recognize the need for follow-thru and follow-up 
  • Ability to work within specified timeframe and meet deadlines 
  • Recognize and maintain confidentiality of work materials as appropriate

Computer Skills:

  • Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint
  • Highly skilled and proficient in Microsoft Excel required

Reasonable Accommodation:

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the duties and responsibilities of the position.

Working Environment/Physical Demands:

The work environment characteristics and physical demands described here are representative of those an employee may encounter while performing the duties of this job. 

The noise level in the work environment is moderate. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit, walk, speak, or hear. The employee is frequently required to use hands or feel or handle items as well as reach with hands and arms. The employee is occasionally required to stand.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.

Health Plans Inc. is an EEO – M/F/D/V employer

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Marcus Rivera

Chief Revenue Officer

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