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Staff Accountant

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Chicago, Illinois, United States Inspira Financial Full time

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company
HOW YOU WILL SOAR:
The Staff Accountant - Finance reports to the Manager, Assistant Controller and supports the Controller in the preparation and analysis of financial statements and the monthly close process.

  • Prepare general ledger entries by compiling and analyzing account information in connection with the monthly close process
  • Analyze and reconcile fee data in connection with the monthly close process
  • Prepare corporate bank account reconciliations on a monthly basis
  • Assist in the fixed asset and associated depreciation schedules recording on the Intacct Fixed Asset module system; record new purchases and ongoing capitalized software projects; provide monthly detail for General Journal entries
  • Assist in the maintenance of the prepaid and deferred revenue module and associated amortization schedules in the Intacct PEA module; Record new schedules; provide monthly detail for General Journal entries
  • Prepare and track manual invoices in the accounts receivable system
  • Provide support for monthly account reconciliations as needed.
  • Provide support or back-up for the Payables Administrator as needed
  • Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

  • Bachelor's Degree
  • Preferred Major(s): Accounting, Finance, or related field
  • Certifications: Certified Public Accountant (CPA) designation preferred
  • 1-3 years of applicable experience
  • Advanced Microsoft Excel skills, including pivot tables and advanced formulas. Familiarity with macros desirable
  • Strong analytic skills
  • Ability to work well with others and comfortable acting as a liaison for various levels of the business
  • Strong written and oral communication skills
  • Strong planning and organizational skills combined with task and time management skills
  • Working knowledge of Intacct accounting system preferred

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.