Staff Accountant - Client Funding

Job Description

Job DescriptionDescription:

The Staff Accountant plays a critical role within the finance and accounting team, supporting key financial functions such as invoicing, reconciliation, banking activities, and audits. This position requires strong attention to detail, problem-solving skills, and the ability to work both independently and collaboratively in a fast-paced environment.

Key Responsibilities:

• Complete monthly customer invoice and reporting.
• Prepare remittances and reporting to third-party entities and state programs.
• Conduct various audits to ensure the accuracy and integrity of system activities.
• Perform tasks related to daily banking activities.
• Assist in monthly bank reconciliations and account confirmations.
• Contribute to process improvements and assist with special projects as assigned.

Requirements:

Qualifications:

• Education & Experience: Minimum of an Associate’s degree in Accounting, Finance, or a related field or at least 2+ years of relevant experience in accounting.
• Proficiency in Microsoft Office (Word, Excel) is required.
• Familiarity with database-driven accounting software such as Sage or Microsoft Dynamics GP is highly preferred.
• Recent experience in Accounts Payable (A/P) or Accounts Receivable (A/R) is required.
• Hands-on experience with balance sheet reconciliations is essential.

Personal Attributes:

• Strong verbal and written communication skills in a client-facing environment.
• Ability to work independently and collaborate effectively within a team.
• Strong problem-solving skills, attention to detail, and ability to follow procedures.
• Excellent customer service skills for both internal staff and external clients.

Benefits:

After successfully completing a waiting period, eligible full-time employees have access to our comprehensive benefits package, including:

• Fantastic medical, dental, and vision insurance*
• Twice annual employer HSA contributions, covering 50% of the HDHP plan’s annual deductible!
• Company-provided Basic Life and AD&D
• Company-paid Short-Term and Long-Term Disability**
• Flexible Spending Accounts*
• 401(k) Retirement Plan with up to a 6% employer match** (100% fully vested after 3 years)
• 10+ paid holidays
• Generous paid vacation and sick time
• Annual Volunteer Paid Day
• Annual Tuition Reimbursement
• Annual Health and Wellness Reimbursement
• Lots of fun company events

Who We Are

As a trusted Third-Party Administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue.

With over 30 years of experience and a dedicated team of more than 200 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs. To learn more about working at CBG, visit www.cobaltbenefitsgroup.com/careers.

Benefit Waiting Period Notes:

*60-day waiting period

**90-day waiting period