Staff Accountant

The Role

The team is looking for a Staff Accountant to join our Stamford, CT team. The ideal candidate will have strong analytical skills and experience with general accounting operations, financial statement preparation, reconciliations, and audits. The role involves regular interaction with internal teams, external partners, and requires a strong business acumen.

Responsibilities

• Perform daily accounting tasks such as journal entries, account reconciliations, and maintaining the general ledger.
• Assist in the preparation and review of monthly, quarterly, and annual financial statements in accordance with GAAP.
• Support the month-end, quarter-end, and year-end close processes to ensure accuracy and timeliness.
• Help implement and maintain financial policies, procedures, and controls to ensure data integrity.
• Assist with accounts payable (AP) and accounts receivable (AR) processes, including invoicing, payments, and collections.
• Prepare and analyze financial reports to support business decision-making.
• Work closely with senior accounting staff during audits and assist in preparing necessary documentation.
• Ensure compliance with federal, state, and local tax regulations, supporting tax advisors as needed.
• Contribute to the optimization of accounting systems and processes, including automation initiatives.
• Stay updated on accounting standards and best practices.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1-3 years of accounting experience; public accounting experience is a plus.
• Solid understanding of GAAP and basic financial reporting principles.
• Proficiency in accounting software and Microsoft Excel.
• Excellent analytical, organizational, and communication skills.
• Detail-oriented with a commitment to accuracy and timeliness.
• Ability to manage multiple priorities in a fast-paced environment.
• Willingness to collaborate and support team goals.

What We Offer

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package

Why Join Us?

• Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events.
• Collaborative Environment: Work closely with a supportive team across Sales, Client Success, Product, and Marketing.
• Strategic Leadership: Shape the go-to-market strategy and future evolution of a specialized portfolio.

Location: This position will be in-person, 5 days a week in the Stamford office.