Job Description

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Job Title: Accountant

Location: North Reading, MA (Onsite)

Job Description:

Position Summary

We are seeking a highly organized and detail-oriented Accountant or Senior Accountant to support key financial functions. Reporting to the company President and working closely with the Director of Client Services and our fractional Controller, this individual will be responsible for managing day-to-day accounting operations including billing, accounts receivable, broker commission payments, account reconciliations, and client funding requests.

Key Responsibilities

· Manage our billing database and accounts receivable processes

· Coordinate and process broker commission payments

· Reconcile bank accounts on a regular basis

· Support the outside controller month-end close process as needed

· Help maintain accounting policies, procedures, and internal controls

· Collaborate cross-functionally with operations and service teams to support financial accuracy and transparency

· Assist with client funding options including -prefund accounting setup, management and notifications

· Assist with client reimbursement ACH and check processing

· Assist with check deposit and positive pay exceptions

Requirements

· Bachelor’s degree in Accounting, Finance, or related field, or,

· 3+ years of accounting experience; TPA or benefits experience a strong plus

· Proficient with QuickBooks QBO and/or Enterprise

· Strong Excel skills (pivot tables, VLOOKUP, etc.)

· Experience with reconciliations and billing cycles

· High attention to detail, accuracy, and organizational skills

· Ability to work independently in a remote environment and juggle multiple priorities

· Strong communication skills and a team-player mindset

Preferred Qualifications

· Experience in the TPA, benefits, or brokerage industries

· Familiarity with WEX Health and claim funding reconciliations

· Exposure to CRM or workflow tools like Monday.com

· Knowledge of Bill.com

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