Job Description

The Accountant 1 will perform general accounting duties including preparing a wide range of financial records including balance sheets, profit and loss statements, and other financial reports. This position will assist in analyzing trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses.

Core Responsibilities

• Perform general accounting duties including routine and ad hoc journal entries, maintaining/balancing the general ledger to source systems, investigating and following up on discrepancies.
• Perform accounts payable functions including invoice approval, vendor maintenance, and unclaimed property tasks.
• Assist in the monthly, quarterly, and yearly financial close process including preparing balance sheets, income statements, profit/loss statements, variance analysis, reconciliations of intercompany accounts, account reconciliations, journal entry preparation and other related duties.
• Prepare complex general ledger reconciliations on a timely basis at the end of a period (each month, quarter or year). Verifies calculations, checks allocation codes or obtains information for incorrect or incomplete documents.
• Prepare and maintain necessary information to support financial information and regulatory filings, including necessary calculations, work papers, and forms to comply with company standards and statutory requirements.
• Responsible for tax and/or statutory reporting.
• Tax Reporting - Prepare and file required monthly, quarterly, and annual premium tax and municipal tax forms with federal, state and local government agencies, including any related tax research.
• Statutory Reporting - Prepare required quarterly and annual statement filings as assigned, including any notes, schedules and exhibits.
• Provide support and respond to internal and external inquiries, including review and investigate statements/ledgers/records, provide information and correct errors in financial entries, documents, and reports using professional judgment and expertise.

Qualifications

• General knowledge of the principles, processes, and practices related to financial accounting including the ability to adhere to generally accepted accounting, ensure the accuracy of financial documents and comply with relevant laws and regulations.
• Ability to apply accounting techniques and standard practices to the classification and recording of financial transactions.
• Analytical skills.
• Proficiency in Microsoft Office Suite, with advanced Excel skills.

Education

• Bachelor’s in accounting, finance or related field. Combination of education and/or relevant work experience may be accepted in lieu of degree.
• Internship or experience, a plus.

Benefits

• Hybrid availability
• 401(k) with company match
• Health insurance
• Paid time off, holidays
• Volunteer time off
• Lifestyle Spending Account (LSA)
• Paternity leave

Growth opportunities

We believe each of us has potential to grow and adapt with our business. We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities — not only for you, but also for our company. That’s why we provide:

• LinkedIn Learning Premium access
• CliftonStrengths® assessment and coaching
• On-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more
• Free world-class insurance acumen courses through AHIP and LOMA
• Reimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program
• Opportunities to take part in Wellabe's mentorship programs

About Wellabe

Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we’re committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe’s culture of betterment by visiting wellabe.com/culture.

Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights.

Our core values:

• Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.
• Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.
• Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.
• Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.
• Be open: Embrace diversity and new ideas to create an inclusive environment.
• Be generous: Embody generosity and compassion by serving a greater purpose and helping others.
• Be better: Commit to continuous improvement and adapt effectively to change.
• Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.