The Staff Accountant role supports the Controller in financial statement preparation and monthly closing, handling accounts payable, credit card expenses, and general ledger entries.
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Staff Accountant will report to the Accounting Manager in the Finance Department. This role is responsible for supporting the Controller in the preparation and analysis of financial statements and the monthly close process.
Duties & Responsibilities:
• Accounts Payable
o Maintain vendor profiles within the accounting software system.
o Process vendor invoices while ensuring proper authorization and coding in accordance with accounting guidelines.
o Prepare weekly payable report for payment every Monday.
o Assist in monitoring the Corporate AP email inbox and process or research any requests.
o Prepare and run periodic payable reports.
o Obtain W-9 and ACH remittance forms for ad-hoc vendors.
• Company Credit Card and Employee Expense Reimbursement
o Assist in maintaining the company credit card and expense reimbursement system.
o Ensure proper expense category coding and appropriate receipts are attached to each transaction before providing final approval.
o Prepare the employee expense reimbursement system reports for posting to the accounting system.
o Prepare employee reimbursement reports for submission to payroll.
o Balance the system reports to the credit cards statements.
• General Ledger
o Prepare general ledger entries by compiling and analyzing account information in connection with the monthly close process.
o Assist in the maintenance of the prepaid and deferred revenue module and associated amortization schedules in the Intacct PEA module; Record new schedules; provide monthly detail for General Journal entries.
o Provide support for monthly account reconciliations as needed.
• Other duties or projects assigned.
Preferred Qualifications
Education & Experience:
• 0-2 years of experience in Accounting, Finance, or related field
• Bachelor's Degree or equivalent in Accounting, Finance, or related field
• Certified Public Accountant (CPA) designation preferred.
Skills & Abilities:
• Advanced Microsoft Excel skills, including pivot tables and advanced formulas. Familiarity with macros is desirable.
• Strong analytic skills.
• Ability to work well with others and comfortable acting as a liaison for various levels of the business.
• Strong written and oral communication skills
• Strong planning and organizational skills combined with task and time management skills.
• Working knowledge of Intacct accounting system preferred
Compensation & Benefits
$57,200-$68,600 per year
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Staff Accountant will report to the Accounting Manager in the Finance Department. This role is responsible for supporting the Controller in the preparation and analysis of financial statements and the monthly close process.
Duties & Responsibilities:
• Accounts Payable
o Maintain vendor profiles within the accounting software system.
o Process vendor invoices while ensuring proper authorization and coding in accordance with accounting guidelines.
o Prepare weekly payable report for payment every Monday.
o Assist in monitoring the Corporate AP email inbox and process or research any requests.
o Prepare and run periodic payable reports.
o Obtain W-9 and ACH remittance forms for ad-hoc vendors.
• Company Credit Card and Employee Expense Reimbursement
o Assist in maintaining the company credit card and expense reimbursement system.
o Ensure proper expense category coding and appropriate receipts are attached to each transaction before providing final approval.
o Prepare the employee expense reimbursement system reports for posting to the accounting system.
o Prepare employee reimbursement reports for submission to payroll.
o Balance the system reports to the credit cards statements.
• General Ledger
o Prepare general ledger entries by compiling and analyzing account information in connection with the monthly close process.
o Assist in the maintenance of the prepaid and deferred revenue module and associated amortization schedules in the Intacct PEA module; Record new schedules; provide monthly detail for General Journal entries.
o Provide support for monthly account reconciliations as needed.
• Other duties or projects assigned.
Preferred Qualifications
Education & Experience:
• 0-2 years of experience in Accounting, Finance, or related field
• Bachelor's Degree or equivalent in Accounting, Finance, or related field
• Certified Public Accountant (CPA) designation preferred.
Skills & Abilities:
• Advanced Microsoft Excel skills, including pivot tables and advanced formulas. Familiarity with macros is desirable.
• Strong analytic skills.
• Ability to work well with others and comfortable acting as a liaison for various levels of the business.
• Strong written and oral communication skills
• Strong planning and organizational skills combined with task and time management skills.
• Working knowledge of Intacct accounting system preferred
Compensation & Benefits
$57,200-$68,600 per year
Top Skills
Intacct Accounting System
Excel
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