Staff Accountant

Posted An Hour Ago
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Chicago, IL, USA
Hybrid
60K-75K Annually
Mid level
Fintech • Software • Financial Services
One of the ten most innovative finance companies in 2023, according to Fast Company.
The Role
Record and reconcile daily cash and accounts receivable, prepare month-end reconciliations and accruals, manage client invoicing and credit card/T&E reviews, support month-end and annual close, and assist with audits and regulatory examinations.
Summary Generated by Built In

STAFF ACCOUNTANT

Location: Chicago; Hybrid

About the role: This Chicago-based hybrid Staff Accountant will play a key role in ensuring accurate and timely reporting of revenues and expenses for the company’s various entities, maintaining accounts payables and receivables, and assisting with accounting close, audits, and other ad-hoc projects as needed. This role will report to the Controller and work closely with employees throughout the organization.

Primary Responsibilities:

  • Record cash and reconcile all accounts receivable daily 
  • Prepare various reconciliations at month end
  • Review and maintain accrual schedules for month end
  • Prepare and send client invoices and manage outstanding accounts receivable
  • Review corporate credit card expenses and employee T&E reimbursements
  • Support month-end and annual close processes, including preparation of journal entries and account reconciliations
  • Assist with annual financial audit and regulatory examinations

Required Education and Experience:

  • Bachelor’s degree in accounting or related field, with 2-5 years’ experience in corporate or public accounting.
  • Excellent computer skills (particularly Excel), and the ability to learn new software quickly
  • Experience with financial software and systems, including NetSuite (preferred but not required)
  • Working knowledge of U.S. GAAP
  • Excellent written and verbal communication, organizational skills, and attention to detail

Benefits & Compensation:

This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.

  • Work with a great team in an exciting work environment
  • Competitive compensation package: base salary of $60,000-$75,000, plus eligibility for annual discretionary bonus based on personal and business objectives. (Please note: Salary data is a general guideline. Halo’s salaries are based on candidate skills and experience.)
  • Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
  • Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
  • Flexible PTO policy
  • 401k program to help build wealth for the future
  • Paid parental leave to bond with your new addition
  • Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more! 

Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].

Skills Required

  • Bachelor's degree in accounting or related field
  • 2-5 years' experience in corporate or public accounting
  • Proficiency with Excel and strong computer skills
  • Working knowledge of U.S. GAAP
  • Experience with financial software and systems (NetSuite preferred)
  • Excellent written and verbal communication, organizational skills, and attention to detail

What the Team is Saying

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Dana
Matt
Jason Barsema
Jeremy
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The Company
HQ: Chicago, IL
120 Employees
Year Founded: 2015

What We Do

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.

Why Work With Us

Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."

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Halo Investing Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote

Typical time on-site: Flexible
HQChicago, IL
Open concept and modern building in the heart of the Loop, Chicago's financial district. Close to Ogilvie, Union Station, and all CTA lines. Plenty of great lunch and happy hour locations within a stone's throw! A parking lot is available directly next to the office.

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