BU Accountant III

HealthFitness; Lake Forest (IL); On-site; USD 72,000 - 103,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Wellness program

Employee assistance

Job summary

Trustmark is seeking an accounting professional to serve as liaison between a business unit and Corporate Finance, handling ICFR documentation, testing, reconciliations, journal entries, and Workday tasks.

You will provide accounting guidance, complete reconciliations, support banking activities, variance analysis, and contribute to process improvements while advancing ICFR controls and staff training.

Qualifications

• Bachelor’s degree or equivalent required with 4–6 years of accounting experience.
• Experience in an operational accounting role and ability to reconcile accounts.
• Strong Excel skills and clear communication abilities are essential.

Responsibilities

• Provide accounting guidance to operations to ensure accurate financials.
• Act as Workday SME and assist with journal vouchers and related items.
• Perform account reconciliations and clear out-of-balance items.

Skills

Excel

Communication skills

Problem-solving

Account reconciliation

Workday experience

Education

Bachelor’s degree or equivalent

CPA (preferred)

Tools

Workday

Job description

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

Responsible for being the liaison between a business unit and Corporate Finance for all accounting-related activities. This includes, but are not limited to, ICFR documentation and testing, account reconciliations, journal vouchers, and Workday assistance. Provides SME assistance on projects where accounting is a key component.

Key Accountabilities:

Accounting Support

• Provides accounting guidance to operations team to ensure accounting rules are followed and that the reported financials are accurate.

• Acts as the Workday SME and assists with journal vouchers and other Workday related items to ensure accuracy.

• Completes account reconciliations and assists staff members to clear out-of-balance accounts and ensures an understanding of the reconciliation process.

• Partners with business unit Operations and Corporate Finance on banking related activities such as wire transfers, ACH and NSFs.

• Resolves issues with Treasury when cash is out of balance.

• Completes quarterly variance analysis.

• Depending on business unit, may manage stop loss accounting process.

• Serves as a SME and provides support on various accounting-related projects.

System Improvement and Efficiency

• Understands administrative systems, including data flows and financial processes, and recommends improvements.

• Identifies efficiencies and automations that could reduce costs within the accounting functions.

• Collaborates with the business to ensure efficient processes and explore automation opportunities.

ICFR Controls

• Understands control items related to accounting and reviews test results quarterly to ensure processes are being followed.

• Collaborates with business unit Finance to assess the need for new controls or modifications to existing ones.

Training and Support

• Assists, provides solutions, and trains business unit employees on finance-related tasks, including setting up new vendors, submitting invoices, and creating journals.

Minimum Requirements:

• Bachelor’s Degree or equivalent work experience, and 4 – 6 years of related experience.

• Prior experience in an operational accounting role.

• Account reconciliation experience.

• Strong problem-solving skills.

• Strong Excel skills.

• Strong Communication skills (both verbal and written).

Preferred:

• CPA.

• Knowledge of Workday.

• Aptitude to learn business ops systems.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$71,520.40 - $103,307.70 per year

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.