PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids, MI. The Financial Services Specialist will provide for support for the banking and financial processes related to Flex and Health Care Spending Accounts, Health Reimbursement and VEBA accounts.
About the Financial Services Specialist Position
In this role you will complete daily, weekly and monthly banking processes related to Flex and Health Care Spending Accounts, Health Reimbursement and VEBA accounts, preparing detailed reports to complete claims reimbursement payments and debit card funding, working in a team environment. You will be responsible to perform frequent reconciliation and audits of data, using multiple systems and bank accounts.
Responsibilities / Duties:
Key responsibilities of the position include, but are not limited to:
The ideal candidate has strong accounting/reconciliation skills with a solid understanding of banking processes and procedures related to Flex and Health Care, Health Savings and Health Reimbursement accounts, including NACHA reporting, with an analytical approach to procedure. Experience with HRIS, Accounting, Benefits Administration or other similar systems is required.
In addition, your experience and qualifications will include:
Top five reasons to come to PlanSource
#5: The size is right. Join an established tech company that’s growing fast but is still small enough for you to have a big impact.
#4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company.
#3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology.
#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and meets the needs of even the most complex benefit programs.
#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.