Staff Accountant

About You

As the Staff Accountant, you will bring strong analytical skills, high attention to detail and a willingness to learn. Additionally, you will have:

• Mandatory Qualifications: 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.

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 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.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vistas portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world with intraportfolio career advancement opportunities and have structures in place to leverage shared learnings from across the ecosystem.

#4: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, a work hard and play hard environment, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.

#1: PlanSource is the right company and we are on a roll. Be part of a winning team in a high-growth technology company that is well funded and values its employees and their families – Thousands of employers and millions of consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.