ABOUT DECISELY:

At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that truly make a positive difference, for our clients and our organization! Our commitment to identify and hire the most progressive, diverse, equitable and inclusion talent drives our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work.

POSITION SUMMARY:

Our Staff Accountant is responsible for supporting the financial operations of the company by maintaining accurate financial records, preparing reports, and assisting with general accounting functions. This role involves processing transactions, reconciling accounts, and ensuring compliance with accounting principles and company policies. The ideal candidate is detail-oriented, analytical, and capable of managing multiple tasks efficiently in a fast-paced environment.

To succeed as Decisely’s Staff Accountant, you should be committed to providing efficient, reliable support to accounting department members, other departments, and external parties. You should be trustworthy, thorough, and courteous with excellent time management skills.

_ ESSENTIAL DUTIES AND RESPONSIBILITIES:_

Revenue Cycle:

• Process and record customer invoices and payments.
• Manage, track and follow-up with our accounts receivable, including collections and reconciliations with internal and external constituents.
• Research and resolve discrepancies in customer and internal filling and payments with our accounts.
• Using documents to verify, record, and process transactions.
• Generate reports on revenue trends, outstanding receivables and other key metrics.
• Assist with monthly, quarterly and year-end closing procedures related to revenue.
• Analyze revenue data to identify potential issues and opportunities.

Accounting & Finance:

• Maintain accurate and complete records, including ledgers, journals, invoices, receipts, and information related to supplies and inventory.
• Assist the accounting department in daily, monthly, and annual activities, including generating financial reports, developing budgets, preparing taxes, and assisting with audits and resolving discrepancies.
• Communicating with clients to discuss account statuses, charges, or discrepancies.
• Participating in ongoing education opportunities to learn about industry trends and developments, current financial legislation, and company policies and procedures.

Regulatory Compliance & Tax Responsibilities:

• We are seeking a candidate with strong tax knowledge who can navigate complex compliance requirements and contribute to the company's financial integrity as we grow.
• Ensure compliance with state regulations, including maintaining business registrations with the various Secretary of State offices and other required agencies.
• Assist with payroll tax-related functions by supporting payroll setup and ensuring payroll tax accounts remain current and in good standing.
• Manage various tax-related filings, including quarterly state excise tax and business privilege tax returns.
• Monitor evolving tax obligations and collaborate with auditors annually to assess potential future sales tax compliance as the company expands.
• Stay informed on tax regulations and support the organization in maintaining compliance with state and local tax requirements.

_ KEY COMPETENCIES:_

• Productivity/quality standards: accuracy, timeliness, thoroughness
• Productivity/quality standards
• Teamwork within the department and across departments
• Project/assignment standards
• Customer satisfaction
• Employee development to meet GSF’s projected near- and mid-term objectives

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree in accounting, finance, related field and/or experience in lieu of.
• Understanding of accounting principles and current financial legislation.
• Experience with Intaact is strong preferred.
• Experience with QuickBooks and/or other large accounting / bookkeeping software.
• Experience with RAMP as an Accounts Payable function is a plus!
• Proficient in Microsoft Office 365 Suite products.
• Accounts Payable and Accounts Receivable experience is required.
• Exceptional time management, communication, and problem-solving skills.
• Strong math and research skills.
• Organized and detail-oriented.
• Ability to accurately and efficiently analyze data and think on your own.
• Knowledgeable in the Employee Benefits and/or Insurance industry is a plus.
• Skilled collaborator and team player.
• Excels in a high-paced work environment
• Strong communication skills both oral and written
• Ability to multi-task effectively.
• Self-starter who works well independently.
• Adaptable and calm under pressure.
• Expert problem solver.
• Proficient with Excel and all other Office 365 Suite programs (VLookups, formulas, Pivot Tables, Sumifs, macros)

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to office for meeting and business activities; some air travel may be required.

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Limited or no exposure to physical risk.