• Staff Accountant - Revenue

    Job Locations US-FL-Orlando
    # of Openings
    General and Administrative
    Regular Full-Time
  • Summary

    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Grand Rapids, MI and Charleston, SC. The Staff Accountant will be involved with the general ledger, month end close, journal entries, reconciliations, audit and analysis.


    About the Staff Accountant - Revenue Position

    The Staff Accountant - Revenue position is responsible for assisting the finance departments in creating accurate and timely financial records for the company.  In this role, you will be challenged to engage with your peers in a collaborative culture.


    In addition, your primary responsibilities will include:

    • Maintain monthly accruals and recurring journal entries for appropriateness and completeness.
    • Complete monthly supplemental schedules
    • Provide support for the recording of commissions received during the month.
    • Prepare and analyze monthly balance sheet reconciliation.
    • Resolve accounting issues as they arise and follow-up on discrepancies.
    • Prepare audit schedules for our external auditors and participate in audit walk-throughs as necessary
    • Monthly revenue analysis.
    • Additional duties as may be deemed necessary by upper management

    About You

    As a Staff Accountant, you will bring 3-5 years general accounting/finance experience.  Banking experience is preferred.  You are a well-organized professional with an accurate and attentive focus to detail.  Your outstanding problem-solving abilities will allow you to handle multiple priorities and work well with short deadlines.


    In Addition, your experience and qualifications will include:

    • Minimum of 2 years general ledger accounting experience required
    • 4+ year’s progressive accounting experience
    • Proficient in MS Office Suite, including advanced to expert Excel skills
    • Ability to work independently and as part of a team and take on new tasks with a high level of difficulty
    • Must be able to effectively handle multiple projects simultaneously in a deadline driven environment
    • Bachelor's degree in Accounting or Finance
    • Experience within SaaS or technology industry preferred.
    • Persuasive and professional verbal and written communication skills to be used to identify, communicate and implement complex business solutions for clients, staff and management.
    • Excellent analytical and negotiation skills are critical to success.
    • Must demonstrate above-average initiative, self-reliance and autonomy, with the judgment to know when to take the lead, when to involve others, and how to set priorities of the work functions assigned.
    • Ability to establish and maintain effective and collaborative relationships with all key functional areas.
    • Ability to maintain the highest level of professionalism and confidentiality required.
    • Proficient in MS Word, Excel and Outlook

    What We Offer

    • Great compensation package, including a full suite of benefits.
    • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
    • Fast-paced environment with big goals and the opportunity make a big impact.

     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.


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