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 Accountant is responsible for all daily/monthly accounting tasks including billing various customers, AR review, performing general ledger account and bank statement reconciliations, assisting in the month end close.
Supervisory Responsibilities:
- None
Duties/Responsibilities:
- Act as the company's primary point of contact for Customer/Carrier daily coding and cash application.
- Review all incoming Treasury mail including depositing checks via Remote Deposit Capture
- Coordinate. deposit requests and provide confirmation when complete.
- Reconcile all bank accounts daily within ERP system and monthly account reconciliations and bank statements for controls purposes.
- Prepare special financial reports and analytical trends.
- Coordinate and verifies all billings and charged to credit cards on file are complete and reconciled to the general ledger and upload billing invoices to multiple carrier portals.
- Prepare weekly AR review and follow up with customers on outstanding balances and prepares Bad Debt write-offs as necessary.
- 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.
- Assist in the cash management reporting and projections.
- Performs other related duties as assigned.
Required Skills/Abilities:
- Bachelor’s degree in Accounting
- 2 to 5 years work experience
- Technical accounting skills (knowledge of US GAAP) and proficiency with researching accounting literature
- Advanced excel experience including XLOOKUP, SUMIF and Pivot tables
- Detail oriented with strong analytic and problem-solving skills
- Ability to manage priorities and meet deadlines in a dynamic environment
- Highly organized and motivated self-starter with good communication skills
Preferred Skills/Abilities:
- CPA or CPA track
- Workday Enterprise Management system
- Public accounting experience (Big 4)
- Experience with health care industry
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)
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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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.