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Overview
We are CONNECTING HEALTH AND WEALTH. Come be part of something remarkable.
How you can make a difference?
The Trust Accountant I is responsible for preparing daily and monthly reconciliations, journal entries, and platform closes. The Trust Accountant I is a key player on the Trust Accounting team as they are critical in achieving monthly and quarterly close timing, which then translates to filing SEC filings on time. The trust accountant will report to the trust accounting manage and works collaboratively with other departments, as needed. May assist the other teammates within the trust team or outside of the trust team, or work with groups on special projects.
What you’ll be doing
• Research and prepare journal entries in accordance with Generally Accepted Accounting Principles (GAAP) and Company policies. If accounting errors occur, investigate, and resolve accounting errors in a timely manner.
• Reconcile assigned general ledger accounts
• Prepare monthly & daily bank reconciliations
• Effectively liaison with external and internal auditors to address issues and perform walkthroughs of key processes
• Perform key internal controls in the financial close and reporting process and other key accounting processes in accordance with Sarbanes Oxley (SOX)
• Prepare year-end audit support as needed
• Streamline processes and improve the effectiveness of internal controls.
• Participates in ongoing CPE (Continuing Professional Training) and other professional or compliance training.
What you will need to be successful
• Bachelor’s degree in accounting or finance.
• 1-2 years’ experience in public accounting or 2-3 years of experience in industry accounting
• The ability to proficiently perform professional level accounting research, analysis, reconciliation, and financial and accounting reporting
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Good verbal and written communication skills
• Attention to detail
• Ability to analyze, post, balance, and reconcile financial data, ledgers, and accounts
• Ability to examine and verify financial documents, reports, and transactions
• Strong mathematical and analytical skills
• Proficient in Excel, must be at least intermediate level (vlook-up, etc.)
• Work requires a normal range of hearing, vision, and verbal communication skills, with or without reasonable accommodation.
• Must be able to use a telephone or headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation.
• The ability to perform work at a computer station for 6-8+ hours a day and function in an environment with frequent interruptions is required.
• At times, subject to sitting for prolonged periods.
• Must be able to lift and move material weighing up to 20 lbs.
• May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines
#LI-Remote
This is a remote position.
Salary Range
$22.12 To $31.97 / hour
Benefits & Perks
The compensation range describes the typical minimum or maximum base pay range for this position. The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:
• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
• Adventure accounts
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives
Come be your authentic self
Why work for HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.
Come be your authentic self
HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.
HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
