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Accounting Manager
Personify Health. Lead the month-end, quarter-end, and year-end close for key areas of the TPA entity .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting principles, particularly US GAAP and ASC 606, with a strong focus on financial operations, reconciliations, and process improvement. Proficient in utilizing advanced Excel and ERP systems to ensure accurate financial reporting and compliance.
Highest-signal resume keywords
US GAAP ExpertiseASC 606 Revenue RecognitionAdvanced Excel ProficiencyFinancial Operations ExperienceProcess Improvement Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Journal Entry PreparationAccount ReconciliationAccrual AccountingData AnalysisFinancial Reporting
Soft Skills
Problem SolvingCommunicationCollaboration
Tools & Technologies
NetSuiteQicLinkJavelinaERP SystemsMicrosoft Office
Industry Keywords
Third-Party Administrator (TPA)Health InsuranceFiduciary AccountsStatutory ReportingPerformance Guarantees
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead the month-end, quarter-end, and year-end close for key areas of the TPA entity
- Prepare and post journal entries, complete account reconciliations and accruals, and upload data in the ERP against the close calendar
- Apply ASC 606 to TPA contracts by identifying performance obligations and evaluating variable consideration
- Account for performance guarantee-related client credits and communicate potential financial impact
- Reconcile data across the ERP, TPA systems, and third-party reports
- Investigate and resolve discrepancies with system and operations teams and implement corrective actions
- Prepare TPA financials for license renewal and regulatory and fiduciary account requirements
- Document processes, controls, systems, and workflows for an audit-ready control environment
- Prepare the gross-to-net adjustment, provide audit backup documentation, respond to requests, and close open items
- Coordinate with Tax on sales/use tax, legal entity financials, and other tax inputs
- Identify and lead opportunities to simplify reconciliations, reduce manual effort and errors, and automate recurring work
Requirements
What you’ll need- Bachelor’s degree in accounting or finance
- 5 to 7 years of progressive accounting or financial operations experience
- Strong working knowledge of US GAAP, including revenue recognition under ASC 606
- Advanced Excel and proficiency with Microsoft Office
- Root cause analysis of complex, large-volume data sets
- Preferred: experience in a TPA, health insurance, or broader insurance environment
- Preferred: experience with performance guarantees, fiduciary accounts, or statutory reporting
- Preferred: experience leading process improvement or automation initiatives
- Preferred: hands-on experience with NetSuite, QicLink, and Javelina
Benefits
Comp & perks- Competitive base salary
- Comprehensive medical and dental through our own health solutions
- Unlimited PTO
- Mental health support
- Retirement planning
- Financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact
- Wellness programs
- Other employee perks
- Full benefits package starting day one