Senior Accountant – Brokerage, Member Incentives

This is a fully remote position, open to applicants in Arizona, +39 more states.

📋 Description

• Develop, assess, and implement accounting and finance functions that support brokerage and member incentive operations.

• Assist in brokerage and member incentive accounting tasks, including the preparation of monthly journal entries and variance analysis.

• Prepare, analyze, and upload journal entries into PeopleSoft, while facilitating month-end close activities up to business day six.

• Complete balance sheet reconciliations and reconcile income statements, trial balances, and other financial reports for designated functional areas.

• Prepare management and financial reports, providing insights on the organization’s financial position.

• Create analytical financial tools for crucial balance sheet accounts and suggest improvements to accounting methods and procedures.

• Develop, implement, modify, and document accounting systems.

• Maintain and update Excel-based reporting files.

• Support process enhancements through automation, Copilot, and various technology solutions.

• Investigate accounting issues and aid in due diligence, integration activities, technical accounting research, and other business initiatives.

• Conduct special studies and assist with special projects.

• Carry out additional duties as assigned and adhere to company policies and standards.

⛳️ Requirements

• Bachelor’s degree in Accounting or Finance.

• Over 3 years of accounting or finance experience.

• Experience, preferably in public accounting or the healthcare sector.

• Advanced skills in Excel.

• Experience in supporting brokerage and member incentive accounting activities.

• Familiarity with Oracle PeopleSoft, Oracle nVision, or comparable financial systems.

• Comfortable with a fast-paced month-end close cycle, including additional hours during the first six business days of the month.

• Capability to prepare, analyze, and upload journal entries.

• Ability to complete balance sheet reconciliations and reconcile income statements, trial balances, and other financial reports.

• Master’s degree is preferred.

🏝️ Benefits

• Competitive salary.

• Health insurance coverage.

• 401K retirement plan.

• Stock purchase plans.

• Tuition reimbursement opportunities.

• Paid time off along with holidays.

• Flexible work arrangements including remote, hybrid, field, or office schedules.

• Additional incentive options may be included in the overall compensation package.