Staff Accountant

About Crumdale Specialty:

Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a limited distribution network of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. We optimize the fragmented health benefits supply chain to reduce health benefit costs and create better outcomes for employers and employees.

At Crumdale, people come first. We strive to make a positive impact on the people we serve. We believe this starts with the passion and purpose of our team. Our company culture is rooted in alignment, innovation, and integrity.

About the Job:

The Staff Accountant will join the collegial and collaborative Crumdale Accounting/Finance team to support accounting, billing, and banking activities related to Crumdale’s self-insured healthcare product/program. This position will work closely with the team in executing the monthly program cycle including preparing and presenting invoices, related accounting entries, banking transactions (both collections and vendor payments), and reconciliations. This team member will also contribute to other aspects of the overall accounting function at Crumdale, including our pharmacy and medical stop loss solutions, among other areas.

Our dynamic, entrepreneurial environment exposes all employees to many different facets of Crumdale’s proprietary business model and the health insurance industry in general. This is an exciting position where no two days are the same.

Responsibilities and Principal Duties:

• Ensure a timely and efficient generation of client billing, collections and application of payments for services rendered in association with Rx patient assistance, alternative sourcing, and out of network repricings.
• Process batch checks and ACH batches for collections and payments, related entries, and applications of funds
• Prepare journal entries and record financial transactions
• Perform bank and credit card reconciliations
• Process employee expense reports
• Maintain monthly account analyses and reconciliations as assigned.
• Assist with month-end closing processes
• Prepare monthly commission statements for internal and external producers.
• Manage processing and dissemination of annual 1099s and ensuring compliance with all reporting regulations.

Essential Qualifications & Skills:

• Associate or bachelor’s degree in accounting or related discipline.
• 3-5 years of related work experience in a similar setting – entrepreneurial, hyper-growth company and/or health insurance industry.
• Effective skills in communicating and presenting financial information.
• Ability to communicate financial information clearly and effectively to both finance and non-finance professionals.
• Strong time management skills.
• Well-organized and detail oriented.
• Works well under deadlines.
• Proficient with accounting software and systems (i.e. QuickBooks Online, NetSuite, Concur).
• Effective time management habits, particularly applied to the accounting cycle, and orientation to detail and organization.
• High level Excel user, including pivot tables, lookup and index functions.

Skills & Experience:

• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills.
• Comfortable operating with change and uncertainty, in a fast-paced environment with a high degree of autonomy, ambiguity, and accountability.
• The ability to work equally well autonomously and as part of cross-functional teams.
• Work well under deadlines.
• Excellent written and oral communication.
• Strong analytical skills.
• Attention to detail in order to ensure accurate financial reporting.
• Proficient in other Microsoft Office Suite applications (Outlook & Word).

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Short-Term & Long-Term Disability
• Flexible Paid Time Off

Please note: Crumdale Specialty will not be engaging with external recruitment agencies. We kindly request that agencies refrain from contacting us regarding this position.