Staff Accountant - Client Funding jobs in United States
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Cobalt Benefits Group · 2 months ago

Staff Accountant - Client Funding

Cobalt Benefits Group is a trusted Third-Party Administrator specializing in self-funded benefit plans. The Staff Accountant will support key financial functions such as invoicing, reconciliation, banking activities, and audits, while demonstrating strong attention to detail and problem-solving skills.

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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

Qualification

Accounting degreeMicrosoft OfficeDatabase accounting softwareAccounts Payable experienceBalance sheet reconciliationsAccounts Receivable experienceCustomer service skillsCommunication skillsProblem-solving skillsAttention to detail

Required

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
Recent experience in Accounts Payable (A/P) or Accounts Receivable (A/R) is required
Hands-on experience with balance sheet reconciliations is essential
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

Preferred

Familiarity with database-driven accounting software such as Sage or Microsoft Dynamics GP is highly preferred

Benefits

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

Company

Cobalt Benefits Group

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Three brands: Blue Benefit Administrators of Massachusetts, CBA Blue, and EPBA.

Funding

Current Stage
Growth Stage

Leadership Team

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Matt Ferguson
Executive Vice President & Chief Operating Officer
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Caroline Ward
Director, Partner Success and Development
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Company data provided by crunchbase