The Senior Accountant oversees monthly accounting processes, reconciliations, financial analyses, tax reporting, and supports M&A integration in the Finance Department.
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all.
This is a hybrid position requiring employees to report to our Oak Brook headquarters a minimum of one day per week.
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Senior Accountant will report to the Assistant Controller in the Finance Department. The Senior Accountant reports to and supports the Assistant Controller with all aspects of Controllership organization operations at Inspira Financial. This is a hands-on position that requires initiative, knowledge and ability to effectively support all areas of the Controllership organization, including comprehensive involvement with monthly accounting close, reconciliations, P&L and Balance Sheet Variance Analysis, support compiling financial information requests for internal analysis, tax reporting and audits, and M&A integration. This position will also work with other areas of the Company to fulfill business and analytical needs as required.
Duties & Responsibilities:
• Comprehensive involvement with the monthly close process, including preparing and reviewing journal entries and reconciliations for the Retirement and Wealth business.
• Prepare variance analysis for the P&L and Balance Sheet results compared to prior periods.
• Assist in the development and implementation of policies, procedures and features to enhance the workflow, accuracy and timeliness of the Controllership organization.
• Maintain the deferred revenue module and associated amortization schedules in Sage PEA module, ensure proper recording of new schedules, and provide monthly detail for journal entries.
• Maintain the fixed asset and associated depreciation schedules on the Sage Fixed Asset module, ensure proper recording of new purchases and ongoing capitalized software projects, and provide monthly detail for General Journal entries.
• Obtain and maintain a thorough understanding of the accounting reporting and general ledger structure.
• Ensure an accurate and timely monthly, quarterly and year-end close.
• Ensure documentation of accounting procedures is kept current.
• Provide support compiling financial information requests for internal analysis, tax reporting and audits.
• Provide support or back-up for the Payables Administrator as needed.
• Assist with M&A integration efforts by developing and implementing a strategy to incorporate the acquisition's accounting processes into Inspira's general ledger, accounts payable, month end close, and reconciliation processes.
Assist with Inspira's Key initiatives including IPO readiness, support rapid growth through M&A, and continued process improvements in the Controllership organization. Other duties as assigned.
Preferred Qualifications
Education & Experience:
Minimum required:
• 2-4 years of experience in Accounting/Finance required
• Bachelor's degree in Accounting or equivalent combination of education, experience and training required
[Additional preferred:]
• [Certification(s)] Certified Public Accountant (CPA) preferred
Skills & Abilities:
• Advanced Microsoft Excel skills, including, but not limited to, pivot tables and advanced formulas.
• Strong analytical skills
• Ability to work well with other individuals at all levels, both internally and externally
• Strong written and oral communication skills.
• Strong planning, organizational, task and time management skills
• Experience with Sage/Intacct accounting software systems preferred.
•
Other Requirements:
• Typical schedule is [Monday-Friday, 8:30AM to 5PM CT; ability to work evening or weekend hours may be required during peak periods]
• Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm
• [Occasional/Frequent travel (up to 5%)]
o Ability to provide personal transportation for training or meetings may be required
• Occasionally lifts up to 25 pounds
• Prolonged periods of sitting and operating standard office equipment
Compensation & Benefits
$70,000-$80,000 per year
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all.
This is a hybrid position requiring employees to report to our Oak Brook headquarters a minimum of one day per week.
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Senior Accountant will report to the Assistant Controller in the Finance Department. The Senior Accountant reports to and supports the Assistant Controller with all aspects of Controllership organization operations at Inspira Financial. This is a hands-on position that requires initiative, knowledge and ability to effectively support all areas of the Controllership organization, including comprehensive involvement with monthly accounting close, reconciliations, P&L and Balance Sheet Variance Analysis, support compiling financial information requests for internal analysis, tax reporting and audits, and M&A integration. This position will also work with other areas of the Company to fulfill business and analytical needs as required.
Duties & Responsibilities:
• Comprehensive involvement with the monthly close process, including preparing and reviewing journal entries and reconciliations for the Retirement and Wealth business.
• Prepare variance analysis for the P&L and Balance Sheet results compared to prior periods.
• Assist in the development and implementation of policies, procedures and features to enhance the workflow, accuracy and timeliness of the Controllership organization.
• Maintain the deferred revenue module and associated amortization schedules in Sage PEA module, ensure proper recording of new schedules, and provide monthly detail for journal entries.
• Maintain the fixed asset and associated depreciation schedules on the Sage Fixed Asset module, ensure proper recording of new purchases and ongoing capitalized software projects, and provide monthly detail for General Journal entries.
• Obtain and maintain a thorough understanding of the accounting reporting and general ledger structure.
• Ensure an accurate and timely monthly, quarterly and year-end close.
• Ensure documentation of accounting procedures is kept current.
• Provide support compiling financial information requests for internal analysis, tax reporting and audits.
• Provide support or back-up for the Payables Administrator as needed.
• Assist with M&A integration efforts by developing and implementing a strategy to incorporate the acquisition's accounting processes into Inspira's general ledger, accounts payable, month end close, and reconciliation processes.
Assist with Inspira's Key initiatives including IPO readiness, support rapid growth through M&A, and continued process improvements in the Controllership organization. Other duties as assigned.
Preferred Qualifications
Education & Experience:
Minimum required:
• 2-4 years of experience in Accounting/Finance required
• Bachelor's degree in Accounting or equivalent combination of education, experience and training required
[Additional preferred:]
• [Certification(s)] Certified Public Accountant (CPA) preferred
Skills & Abilities:
• Advanced Microsoft Excel skills, including, but not limited to, pivot tables and advanced formulas.
• Strong analytical skills
• Ability to work well with other individuals at all levels, both internally and externally
• Strong written and oral communication skills.
• Strong planning, organizational, task and time management skills
• Experience with Sage/Intacct accounting software systems preferred.
•
Other Requirements:
• Typical schedule is [Monday-Friday, 8:30AM to 5PM CT; ability to work evening or weekend hours may be required during peak periods]
• Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm
• [Occasional/Frequent travel (up to 5%)]
o Ability to provide personal transportation for training or meetings may be required
• Occasionally lifts up to 25 pounds
• Prolonged periods of sitting and operating standard office equipment
Compensation & Benefits
$70,000-$80,000 per year
Top Skills
Excel
Sage Fixed Asset
Sage Pea
Sage/Intacct
Inspira Financial Oak Brook, Illinois, USA Office
Our company is located in the heart of Oak Brook, IL, a suburb of Chicago, located about 19 miles west of the Chicago Loop (downtown Chicago).
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