Senior Accountant

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Trumbull, CT, USA
In-Office
Healthtech • Insurance
The Role

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.

The Senior Accountant maintains financial records and ensures that financial transactions are properly recorded. Works closely with the Controller ensuring monthly financial processes are completed.

Duties/Responsibilities:

  • Conduct month-end close activities to include the timely preparation and review of account reconciliations, journal entries, accrual schedules and monthly reporting package, in accordance with GAAP
  • Assist in the preparation and review of various month-end close reports and analysis to validate the accuracy of the financial information, including but not limited to documenting results for submission to management and external auditors
  • Prepare and effectively communicate financial statement fluctuations, both balance sheet and income statement as it relates to prior year, budget and forecast, identifying root causes for variances and resolution of issues
  • Prepare analyses of transactions, trends, and key indicators of financial data under the direction of management
  • Prepare and file Sales and Use tax and Property tax returns
  • Assist with developing and implementing policies and procedures
  • Assist in the cash management reporting and projections
  • Perform other related duties as assigned

Required Skills/Abilities:

  • Bachelor’s degree in accounting or finance
  • 3-5 years of experience in accounting
  • CPA or CPA track
  • Strong technical accounting skills (expert knowledge of US GAAP) and proficiency with researching accounting lit
  • Advanced excel experience including VLOOKUP, Sumif and Pivot tables
  • Detail oriented with strong analytical and problem-solving skills
  • Ability to manage priorities and meet deadlines in a dynamic environment
  • Highly organized
  • Strong communication and interpersonal skills

Preferred Skills/Abilities:

  • Workday Enterprise Management system
  • Public accounting experience (Big 4)
  • Experience with the health care sector

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)

Our centers are consistent with CDC guidelines and align with local government orders pertaining to all Company physical locations in relation to COVID-19.

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at [email protected]

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The Company
HQ: Trumbull, CT
3,271 Employees
Year Founded: 2006

What We Do

HealthPlanOne is the friendliest company that helps millions make healthcare choices. We’re committed to making the learning and shopping for Medicare transparent and simpler, to support better health and greater peace of mind. Since 2006, HealthPlanOne’s highly experienced agents, uniquely personal service, diverse solutions, and proprietary analytics have made the company one of the highest performing lead generation, member acquisition, and retention teams in the industry.

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