As the Staff Accountant , you will bring strong analytical skills, high attention to detail and a willingness to learn. Additionally, you will have:
Mandatory Qualification : CA or CPA with 2 years of experience. Proficient in MS Office Suite, including advanced to expert Excel skills. Knowledge of accounting software and systems, particularly NetSuite is a big plus Ability to work independently and handle multiple priorities in a fast-paced environment. Strong communication and interpersonal skills, with the ability to collaborate across departments. Willing to work in shift timing.
Summary
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Charleston, and Bengaluru (Bangalore), India. Our software has helped the various stakeholders in the Benefits Administration space in managing how benefits are bought, sold, managed, and consumed, and continues to transform the industry with innovative solutions. 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.
About the Staff Accountant
The Staff Accountant at PlanSource is responsible for reporting accurately and timely in accordance with GAAP. This requires working both individually and within a team in a fast-paced, high-volume, deadline-oriented environment. The Staff Accountant will be assist in the month end close process. Responsibilities include:
Manage the accounts payable process from receipt of invoices to payment disbursement, ensuring accuracy and adherence to company policies and procedures.
Leasing month end closing activities including accruals, prepaid, provision, adjustment entries.
Review and approve vendor invoices, expense reports, and payment requests in accordance with established guidelines.
Coordinate with internal departments to obtain necessary approvals and resolve invoice discrepancies in a timely manner.
Maintain vendor records, including accurate contact information, payment terms, and banking details.
Reconcile vendor statements and resolve any outstanding balances or discrepancies.
Prepare accruals and month-end closing entries related to accounts payable transactions.
Monitor and analyze accounts payable aging reports to identify trends and potential issues, and take proactive measures to address them.
Implement process improvements to enhance efficiency, accuracy, and scalability of the accounts payable function.
Process employee claims and ensure timely payments.
Stay up-to-date on relevant accounting standards, regulations, and best practices, and ensure compliance with all applicable laws and regulations.
Monitoring cash bank balances and movement of funds, ensuring optimum utilization of funds.
Review the process to bring effectiveness efficiency via process improvements.
Handle regulatory, tax, compliance for the assigned process.
Support the annual audit requirements.
Lead change management in re-designing business process.
What We Offer
Great compensation package, including a full suite of benefits.
The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
Fast-paced environment with big goals and the opportunity to make a big impact.