Staff Accountant

| Orange County
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

SmartFinancial is a leading insurance technology company working on building tools to make the insurance shopping process better, simpler, and more effective. We are experiencing a tremendous amount of growth, and we are looking for an experienced Staff Accountant to join our rapidly growing finance team. Our ideal candidate will assist with all facets of the accounting department to maintain accurate financial records.

Our ideal candidate is self-motivated, has a can-do attitude, and is passionate about supporting the growth of an innovative insurance technology company.

How you will make an impact:

  • Performing day-to-day financial transactions, including verifying, classifying, and recording accounts payable/receivable data.
  • Pays invoices by verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment.
  • Obtains revenue by verifying transaction information; computing charges and refunds; preparing and mailing invoices; identifying delinquent accounts and insufficient payments.
  • Collects revenue by reminding delinquent accounts; notifying customers of insufficient payments.
  • Maintains accounting ledgers by posting account transactions.
  • Verifies accounts by reconciling statements and transactions.
  • Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments.
  • Maintains financial security by following internal accounting controls.
  • Maintains financial historical records by filing accounting documents.
  • Contributes to team effort by accomplishing related results as needed.
  • Assists with payroll processing.

Skills and Qualifications:

  • BS/BA degree in Finance, Accounting or Business Administration
  • 2+ years in a similar or related position.
  • Knowledge of Quickbooks Online and Microsoft Excel Required.
  • Knowledge of Paychex online system desired.
Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
    • JavascriptLanguages
    • RubyLanguages
    • SqlLanguages
    • jQuery UILibraries
    • ReactLibraries
    • Twitter BootstrapLibraries
    • angularLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • BalsamiqDesign
    • IllustratorDesign
    • PhotoshopDesign
    • BasecampManagement
    • JIRAManagement

An Insider's view of SmartFinancial

How does your team reward individual success?

Our employees have meaningful career paths and can chart their own path. We are a rapidly growing company, and with growth comes opportunity. I began as an Account Manager and I am now Director of the Account Management team, mentoring and developing a team of world class Account Managers who bring the value we deliver our clients to new levels.

Neil

Director of Account Management

What does your typical day look like?

My typical day consists of managing marketing campaigns for insurance agents and delivering success to our clients. I identify products that help clients maximize their investment. Each client receives a customized game plan that is best suited for their individual goals. I love collaborating with them and hearing client success stories!

Erika

Associate Client Services Manager

What makes someone successful on your team?

Our team members are the most important part of the company. Each individual brings a unique set of skills and personality traits that makes the company stronger. The balance of self-determination and willingness to support the team is the key to making a new member successful at SmartFinancial.

Kevin

Product Manager

What are SmartFinancial Perks + Benefits

Culture
Volunteer in local community
We offer all employees one day per year to volunteer in the comunity.
Partners with Nonprofits
We have partnered with homeless shelters, food banks, toys for tots, disease advocacy groups and health and wellness organizations, contributing time and resources to their efforts.
Friends outside of work
Eat lunch together
Intracompany committees
We have intracompany committees focused on coordinating events and activities for our employees.
Open door policy
Team owned deliverables
Team based strategic planning
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
We seek out diversity of background and value it at SmartFinancial.
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
We continuously seek additional and nontraditional sources of candidates to ensure a diverse workforce.
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Team workouts
SmartFinancial's team fitness initiatives include In-office yoga.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
SmartFinancial provides employees with a 401(k) matching plan and we match 50% of contributions up to 6% of an employee's annual gross pay.
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
SmartFinancial provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Restricted work hours
Company sponsored family events
SmartFinancial sponsors family oriented events Semi-annually.
Vacation & Time Off Benefits
Generous PTO
SmartFinancial employees receive between 10 and 25 days per year of paid time off based on years of service.
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
SmartFinancial hosts company outings Quarterly.
Game Room
Our game room includes Ping Pong, Video Games, Darts and Cornhole.
Some Meals Provided
Employees get free lunch on Friday.
Happy Hours
Happy hours are hosted on occasion .
Parking
We offer employees free on-site garage parking.
Pet Friendly
SmartFinancial's pet policy is occasional bring your pet to work days.
Professional Development Benefits
Job Training & Conferences
SmartFinancial offers employees professional development opportunities like onsite training courses, the ability to attend job related conferences and seminars.
Diversity Program
Lunch and learns
SmartFinancial hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Paid industry certifications
More Jobs at SmartFinancial19 open jobs
All Jobs
Finance
Dev + Engineer
HR + Recruiting
Marketing
Operations
Product
Sales
Content
HR + Recruiting
new
Orange County
Finance
new
Orange County
Content
new
Remote
Marketing
new
Orange County
Product
new
Orange County
HR + Recruiting
new
Orange County
HR + Recruiting
new
Orange County
Marketing
new
Orange County
Marketing
new
Orange County
Finance
new
Orange County
Finance
new
Orange County
Operations
new
Orange County
Developer
new
Orange County
Operations
new
Orange County
Operations
new
Remote
Sales
new
Orange County
Developer
new
Orange County
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView SmartFinancial's full profileSee more SmartFinancial jobs