Staff Accountant

The Staff Accountant provides a high degree of accounting support and performs a variety of accounting tasks of moderate complexity and a high level of confidentiality. They perform a variety of work utilizing judgment within prescribed standards (US GAAP) and procedures. The candidate will be heavily involved in month end, quarter end, and year end close processes.

PRIMARY RESPONSIBILITIES: Prepares commission statement reconciliations in excel to create payroll files and journal entries. Prepares commission true up calculations and journal entries as needed. correcting accrual entries for advisor commissions. Processes work with a sense of urgency and high-level attention to detail. Reviews work product for accuracy and opportunities to improve processes. Provides a high level of customer service for inquiries brought the team from regional growth leads, contracting, and external agents. Follows established protocols for processing balanced with analysis for future change. Works well in a small team environment; comfortable with backing up others and making sure their own responsibilities are documented and repeatable.

Maintains a documented system of accounting policies and procedures specific to role.

Looks for opportunities to improve the organization, business segments, and processes. Brings issues and discrepancies to appropriate leader, while identifying potential solutions.

KNOWLEDGE, SKILLS & ABILITIES: Excellent computer skills in database management (advanced Excel required) and record keeping. Strong initiative and independence balanced with team support as needed. Effective written and verbal communication skills. Must possess excellent organizational skills. Ability to work with and commit to accounting deadlines and schedules. Exhibits professional skepticism. 

EDUCATION & EXPERIENCE: A four-year degree in accounting or related field with at least three years’ prior applicable work experience. Medicare commission, health, or insurance accounting experience a plus Working knowledge of US Generally Accepted Accounting Principles (GAAP). Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.  

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.