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Personify Health

Accounting Manager

Personify Health

. Lead the month-end, quarter-end, and year-end close for key areas of the TPA entity .

Posted 11/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit
Core 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

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Applicant 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 & technologies
ERP

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