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Senior Financial Accountant

2 months ago


Oak Brook, Illinois, United States Inspira Financial Full time
Job Overview

Embark on your career journey with Inspira Financial, where we empower businesses and individuals to thrive in their financial endeavors. Join a people-centric organization dedicated to client satisfaction and driven by a mission to enhance health and wealth outcomes for all.

Why Choose Us: At Inspira Financial, we value diversity and encourage applications from candidates who may not meet every requirement. We believe in creating an authentic workplace that reflects the communities we serve. If you thrive in a collaborative and dynamic environment that promotes professional growth, Inspira Financial is the ideal place for you.

Flexible Work Arrangement: Enjoy a hybrid work schedule that supports work-life balance.

Key Responsibilities:

  • Engage comprehensively in the monthly financial closing process, including the preparation and review of journal entries and reconciliations for the Retirement and Wealth divisions.
  • Conduct variance analysis for Profit & Loss and Balance Sheet results compared to previous periods.
  • Assist in formulating and executing policies and procedures to enhance the efficiency and accuracy of the financial operations.
  • Oversee the deferred revenue module and related amortization schedules, ensuring accurate recording and monthly reporting.
  • Manage fixed asset records and depreciation schedules, ensuring proper documentation of new acquisitions and ongoing projects.
  • Develop a thorough understanding of the accounting reporting structure and general ledger.
  • Ensure timely and accurate monthly, quarterly, and year-end financial closings.
  • Maintain up-to-date documentation of accounting procedures.
  • Support the compilation of financial information for internal analysis, tax reporting, and audits.
  • Provide backup support for the Payables Administrator as necessary.
  • Contribute to M&A integration efforts by developing strategies to incorporate acquired accounting processes into the existing framework.
  • Participate in key initiatives, including IPO readiness and continuous improvement of financial processes.
  • Perform additional duties as assigned.

Qualifications:

  • Bachelor's Degree in Accounting.
  • Certification as a Certified Public Accountant (CPA) is preferred.
  • 2-4 years of relevant experience.
  • Proficient in Microsoft Excel, including advanced functions such as pivot tables.
  • Strong analytical and problem-solving skills.
  • Ability to collaborate effectively with colleagues at all levels.
  • Excellent written and verbal communication skills.
  • Strong organizational and time management abilities.
  • Experience with Sage/Intacct accounting software is advantageous.

Inspira Financial is committed to providing comprehensive health, wealth, retirement, and benefits solutions. With a client base exceeding 7 million and over $62 billion in assets, we partner with numerous employers and institutional clients to help individuals plan and invest for a secure future. Our dedication to achieving better outcomes is reflected in our innovative services and recognized growth.

Join us in our mission to create a brighter financial future for all.