Staff Accountant

Job Description

OVERVIEW

The Staff Accountant is a full-time position responsible for driving accounting, general ledger, and financial operations. Operating as a agile team member within our Finance and Accounting organization, this role partners across accounting, FP&A, and treasury functions. The Staff Accountant leverages modern technology and AI tools to execute core month-end close processes, perform balance sheet reconciliations, support cash positioning, and communicate financial results to leadership across the company.

REPORTS TO

The Staff Accountant reports to the Treasury Manager in the Finance and Accounting department.

ESSENTIAL DUTIES

The essential duties for this role include, but are not limited to:

• Effectively communicate financial performance, general ledger variances, and operational insights across accounting, finance, treasury, and cross-functional leadership teams.
• Execute key month-end close activities, including preparing complex journal entries, expense accruals, and balance sheet reconciliations within Workday.
• Leverage AI tools (such as Claude in Excel) and data platforms (Snowflake) to analyze large financial datasets, automate manual reconciliations, and optimize workflow efficiency.
• Support cross-functional finance operations by monitoring cash entries, assisting with bank reconciliations, and tracking daily liquidity entries as needed.
• Assist in evaluating departmental spend and actual vs. budget variances to support FP&A forecasting and management reporting.
• Help document, refine, and enforce internal accounting controls and assist with annual financial statement audit requirements.
• Partner with FP&A to prepare presentation materials and executive summaries for monthly financial reviews with senior leadership.
• Maintain agility and flexibility to step into adjacent treasury, financial modeling, and operational accounting projects as business needs evolve.
• Achieve results by working in a fast-paced team environment while simultaneously managing and prioritizing multiple deliverables with strict deadlines.
• Maintain a strong sense of ownership and pride in work performed.
• Additional responsibilities as assigned.

BEHAVIORS

The SVG behaviors are listed below:

• Be Aware (Emotional Intelligence)
• Be Open & Honest (Communication)
• Be a Team Player (Teamwork and Collaboration)
• Be Accomplished (Drive for Results)
• Be the Example (Develop Self & Empower People)
• Be Forward Thinking (Strategic Thinking)
• Be a Problem Solver (Continuous Improvement)

Additional behaviors for this position include:

• Work Ethic
• Organization Skills
• Attention to Detail
• Self-starter

Qualifications

Education/Experience:

• Bachelor’s degree in Accounting, Finance, Business, Economics, or related field.
• Preferred: 1-3 years of full-time work experience in a corporate setting of related fields.

Skills/Specialties:

• Exceptional written, verbal, and interpersonal communication skills.
• Working knowledge of Excel
• Strong understanding of GAAP and general ledger accounting principles.
• Preferred: Proven experience leveraging AI tools (Claude in Excel) for automation and analytics.
• Preferred: Working knowledge of Workday and Snowflake.

Certifications/Licenses:

CPA license or candidate a plus

Additional Information

• Competitive compensation Medical, Dental and Vision benefits after a short waiting period
• 401k matching program
• Generous paid time off program with an additional company break during the holidays
• Annual Volunteer Time Off (VTO) and a donation matching program
• Life Insurance Employee Assistance Program (health & well-being on and off the job) Rewards and Recognition
• Maternity and Parental Leave Training program and ongoing support throughout your entire Spring Venture Group career
• Diverse, inclusive & welcoming culture
• Optional enrollment options include HSA/FSA, AD&D, Spousal/Dependent life insurance,  Short Term/Long Term Disability, Travel Assist, and Legal plans

Security Responsibilities:

• Operating in alignment with policies and standards
• Ensuring acquisition and procurement follows security standards
• Promoting and supporting alignment with security standards for all areas of responsibility
• Reporting Security Incidents
• Completing assigned training
• Protecting assigned organizational assets

Spring Venture Group is an Equal Opportunity Employer

Company Description

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to improve lives through work that matters: protecting our clients’ health and financial wellbeing while setting a new standard for employee and customer experience. 

Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!