Junior Financial Assistant

2 days ago

Pleasanton, California, United States Bridger Insurance Services Full time

Summary Of Position
Bridger Insurance Services is seeking a
detail-oriented and motivated Junior Staff Accountant
to join our dynamic Finance team. This is an excellent opportunity for an ambitious accounting professional looking to grow their career in a fast-paced, collaborative environment.

The Junior Staff Accountant will play a key role in maintaining accurate financial records, ensuring compliance with GAAP, and supporting the overall financial health of the organization. We are only interested in candidates with hands-on experience in NetSuite, including the ability to develop scripts, imports, and automations that drive efficiency and accuracy across accounting operations.

Essential Job Requirements
NetSuite Accounting & Automation

  • Utilize NetSuite for all accounting activities, including general ledger maintenance, reporting, and reconciliations.
  • Develop and implement integrations, imports, and automations within NetSuite to improve efficiency and accuracy.

Data Entry and Recordkeeping

  • Accurately input and maintain financial data in accounting systems, ensuring up-to-date and error-free records.
  • Review or analyze documentation backup for various payment transactions.
  • Manage the review and issuance of refunds for multiple programs.
  • Coordinate failed payment transaction returns (NACHA violations) between the bank and internal departments.

Accounts Payable & Receivable

  • Assist with processing invoices, payments, and collections, reconciling discrepancies, and maintaining vendor and client records.

Bank Reconciliation

  • Perform daily and monthly bank reconciliations, ensuring consistency between bank statements and accounting records.
  • Prepare Proof of Cash bank reconciliations for multiple bank account types.

Administrative Support

  • Provide clerical and administrative support to the Finance Department, including filing, data management, and organizing documents for audits.
  • Assist the Staff Accountant and Senior Accountant with various financial accounting responsibilities.

Assistance with Audits

  • Support internal and external audit processes by preparing necessary documents and reports.
  • Assist with carrier audit requests and ensure timely and accurate responses.

Other Duties

  • Perform additional tasks as required by the finance team or supervisor, supporting various financial projects and initiatives.
  • Assist with ancillary financial projects and process improvement initiatives.

Required Education

  • Associate or Bachelor's degree in Accounting, Finance or experience equivalent
  • CPA license (or active pursuit of CPA) preferred

Required Experience

  • 1–3 years of accounting experience, preferably in a corporate environment)
  • Strong NetSuite experience is required — including scripting, custom imports, automation, and integration with third-party reporting tools.

Required Skills

  • Good working knowledge of accounting principles
  • Excellent organizational skills and strong attention to detail.
  • Effective communication and collaboration skills.
  • Proficiency in Microsoft Excel and general familiarity with GAAP accounting principles.
  • Ability to be a liaison between the Accounting team and other teams within the organization
  • Must have the ability to identify a problem and review related information to develop and

Working Conditions

  • Climate controlled office in Pleasanton, CA

Benefits

  • 401(k) matching
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Time Off
  • Flexible Schedule

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