Manager, Client Accounting

Full-time

Accounting/Auditing

Management

General Business
Insurance
About the job

Are you passionate about numbers, client relationships and financial excellence? If so, we have an exciting opportunity for you! As a

Manager, Client Accounting,

you’ll play a pivotal role in ensuring financial well-being of our clients while fostering strong partnerships.
Who We Are:
OneBridge Benefits was founded in 2013 with the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode, as a premier healthtech company servicing over 250,000 participants with over 2 billion dollars in health accounts.
In becoming part of the OneBridge Benefits team you would be joining a group of bright, driven, and creative individuals. We have built an environment that creates opportunities for our people to serve greater roles within specialized teams as we never lose sight of the pursuit of individual passions. We strive to go above and beyond, and embrace open communication, collaboration, and flexibility to achieve our mission.
Check out our careers page for more information on the Company and our Core Values: onebridgebenefits.com/careers/
Your Opportunity with Us:
The

Manager, Client Accounting,

plays an integral role with working with our clients and their auditors to ensure compliance with the various financial reporting requirements. As the organization continues to grow, the position has the potential to evolve into other areas of the Company and take on additional responsibilities. The role requires the ability to learn the proprietary software solution and understand how the system operates to provide clients with the report and data needed to monitor trust activity.
A successful candidate would be ready to embrace the following key responsibilities:
Oversee the month end close process for our clients, which includes monthly cash and investment reconciliations and trust financial reporting.
Prepare year-end financial statements and footnotes for audit clients.
Work directly with clients and other departments to manage requests.
Develop understanding around investments and manage changes in client fund line ups.
Understand and oversee client billing and fees.
Manage audit request for Trust financial statement audits.
Manage and oversee the SOC 1 & 2 audits ensuring controls are complete and accurate.
Build efficiency in the audit process to reduce audit hours.
Prepare Trustee Committee Reporting Package for large Trust Clients.
Assist with client on-boarding and implementation relating to investments, fees, and reporting.
Ability to work with other departments and pick up additional responsibilities as needed.
A strong candidate would have the following skills and qualifications:
Minimum of 4 to 5 years in a public or private accounting position with experience in internal controls and financial statement preparation.
CPA preferred, but not required.
Driven, creative individual that enjoys problem solving by using technology and data to analyze and develop a solution.
Ability to learn and understand the system processes of our software solution and develop efficient and scalable processes.
Strong communication skills and ability to work directly with clients and other stakeholders.
Agile and willing to take on new and additional responsibilities as the company grows.
Strong analytical and financial statement preparation skills.
Focus on details, developing and maintaining a strong control environment.
Ability to manage and develop a team of people.
Thrives in collaborative work environments being both an active communicator and an eager listener.
Presents with a confident caring demeanor to work with individuals at varying levels in the organization.
Highly organized and self-motivated, with an ability to prioritize multiple tasks and manage several work streams.
The OneBridge Way:
At OneBridge Benefits we believe that company culture is paramount in creating enriching experiences, and we are grateful for how our culture has emerged over the past several years. Take a glimpse to see if it is a place where you could picture yourself thriving.
We are dedicated professionals who know and care about each other like family (and some are)
We are community builders and impact makers who prioritize giving back through involvement with the various charities that are important to our employees
We have numerous benefits including free downtown parking in a nearby covered ramp, a stocked kitchen with coffee and snacks, and a fully equipped gym.
We have a casual office environment, welcoming you to be you.
Apply today to learn more about building your career with our OneBridge Benefits team.

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