Staff Accountant

Full Job Description

Position Summary:

PLAN is seeking a motivated and detail-oriented Staff Accountant to join our finance team. The Staff Accountant is responsible for supporting the accounting department by performing a variety of financial and accounting duties. This role ensures the accuracy and integrity of financial records, assists with financial reporting, and supports month-end and year-end close processes.

Responsibilities

• Review invoices for proper coding, approvals, and supporting documentation
• Enter and process beneficiary bills/invoices accurately and in a timely manner
• Prepare voids, stop payments and reissues checks as needed
• Reconcile bank statements, balance sheet accounts, and sub-ledgers
• Maintain accurate financial records in compliance with company policies
• Ensure timely and accurate processing of journal entries
• Assist with IRS letter responses
• Prepare and maintain general ledger entries and account reconciliations
• Assist with month-end, quarter-end, and year-end closing processes
• Support corporate accounts payable (AP)
• Assist with audits by preparing schedules and supporting documentation
• Help improve accounting processes and internal controls
• Prepare year end Form 1099s
• Maintain statistics/graphs for board meetings

Requirements

• Bachelor’s degree in Accounting or Finance
• 1–3 years of accounting experience
• Strong understanding of GAAP (Generally Accepted Accounting Principles)
• Proficiency in Microsoft Excel and Microsoft Office applications
• Experience with accounting software (QuickBooks) and financial reporting tools
• High attention to detail and strong organizational skills
• Ability to meet deadlines and manage multiple priorities
• Experience with Salesforce a plus

Key Skills

• Analytical and problem-solving skills
• Strong communication and interpersonal skills to communicate across organization
• Time management and organizational skills
• Accuracy and attention to detail
• Ability to work independently and as part of a team

Working Conditions

• In-office work environment
• Standard business hours (M-F, 9an-5pm)

Compensation

$65,000.00 – $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

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