Financial Operations Accountant

2 weeks ago


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

Embark on a rewarding career journey with Inspira Financial, where we empower businesses and individuals to achieve their financial goals today and in the future. Join a company that prioritizes people and is dedicated to client satisfaction in every interaction. We are a community of innovative thinkers committed to delivering results and enhancing the financial well-being of our clients.

Our Commitment to Diversity: At Inspira Financial, we recognize that the ideal candidate may not meet every single requirement. We encourage individuals from diverse backgrounds to apply, as we strive to create an authentic workplace that reflects the diversity of the clients we serve. We are continuously seeking dynamic and enthusiastic team members who thrive in a collaborative and enjoyable environment that promotes career growth.

Key Responsibilities:

The Financial Operations Accountant will report to the Manager, Assistant Controller, and will assist the Controller in the preparation and analysis of financial reports and the monthly closing procedures.

  • Compile and analyze account information to prepare general ledger entries as part of the monthly closing process.
  • Examine and reconcile fee data related to the monthly closing activities.
  • Conduct monthly reconciliations of corporate bank accounts.
  • Support the management of fixed assets and related depreciation schedules using the Intacct Fixed Asset module; record new acquisitions and ongoing capitalized software projects; provide monthly details for General Journal entries.
  • Assist in maintaining the prepaid and deferred revenue module along with associated amortization schedules in the Intacct PEA module; record new schedules and provide monthly details for General Journal entries.
  • Prepare and monitor manual invoices within the accounts receivable system.
  • Offer support for monthly account reconciliations as required.
  • Provide backup assistance for the Payables Administrator when necessary.
  • Perform additional duties as assigned.

Qualifications:

  • Bachelor's Degree in Accounting, Finance, or a related field.
  • Preferred certifications include Certified Public Accountant (CPA).
  • 1-3 years of relevant experience in accounting.
  • Proficient in Microsoft Excel, including advanced functions such as pivot tables and formulas; familiarity with macros is a plus.
  • Strong analytical capabilities.
  • Ability to collaborate effectively with colleagues at various levels within the organization.
  • Excellent written and verbal communication skills.
  • Strong organizational and planning skills, coupled with effective time management abilities.
  • Familiarity with the Intacct accounting system is preferred.

Inspira Financial is dedicated to providing comprehensive health, wealth, retirement, and benefits solutions that simplify the financial journey for our clients. With a client base exceeding 7 million and over $62 billion in assets, we partner with numerous employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help individuals plan, save, and invest for a secure future.

We have been recognized for our exceptional growth and workplace culture, earning accolades such as Crain's Fast 50 and Inc. 5000, as well as Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.



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