• Staff Accountant - Treasury

    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, and Charleston, SC. We are looking for a highly motivated Treasury Staff Accountant to reconcile all the FSA, HSA, HRA and Cobra accounts.


    About the Treasury Staff Accountant Position

    As a Staff Accountant you will work closely with the Financial Specialist team members preparing detail reports and audits of banking client activity.


    In addition, your priorities will include:


    • Reconcile Health treasury bank accounts.
    • Reconcile all spending account payments and reimbursements to operational systems.
    • Review financial processes for accuracy and provide value-add suggestions for process improvement.
    • Other duties as assigned by the Company’s Treasury Director.

    About You

    As a Staff Accountant, you will bring 3-5 years’ experience in reconciliation.  You are a well-organized professional with an accurate and attentive focus to detail.  Your outstanding problem-solving and analytical abilities will allow you to handle multiple priorities and work well with short deadlines.


    In addition, your qualifications/abilities include:

    • Bachelor’s Degree in accounting preferred or equivalent.
    • 3-5 years general accounting/finance experience. Banking experience preferred.
    • WEX Health and VEBA Trust experience a plus.
    • Well organized and able to prioritize.
    • Excellent oral and written communication skills.
    • Strong interpersonal skills and able to work well with others.
    • Excellent problem-solving abilities.
    • Integrity with ability to keep information confidential.
    • Able to use all related computer software applications, telephone and business equipment including the Microsoft Office Suite.

    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 to 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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