Accountant

Pivotal Health

. Own the advance deposit process end to end and accurately apply payments to advance deposit and standard-plan customer accounts .

Posted 10/30/2026full-timeUnited StatesJunior💰 $115,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting processes, including advance deposit management and refund processing, while effectively utilizing ERP systems and Excel. Exhibits strong communication and critical-thinking skills to resolve customer inquiries and operational challenges.

Highest-signal resume keywords

Bachelor's Degree In Accounting1–4 Years Of Accounting ExperienceStrong Excel SkillsExperience With ERP SystemsClear Communication Skills

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

AccountingAdvance Deposit ManagementRefund ProcessingExcelERP SystemsFinancial ReportingAccounts ReceivableCollectionsCash ManagementIDR Terminology

Soft Skills

Critical ThinkingSelf-StarterResults DrivenComfortable With AmbiguityAbility To Handle Pressure

Tools & Technologies

RilletNetSuiteQuickBooksAI ToolsClaude

Industry Keywords

Big 4 ExperiencePwCEYKPMGDeloitte

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own the advance deposit process end to end and accurately apply payments to advance deposit and standard-plan customer accounts
Own IDRE refunds, processing them accurately and on time and tracking each through resolution
Work the Finance queue of customer support tickets and refund questions, resolving issues quickly
Partner with Client Success to provide clear, accurate answers for customers
Provide backup coverage across revenue operations, accounts receivable, collections, and cash inflows and outflows
Work down open support tickets and close operational gaps
Learn the business and IDR terminology and adapt as systems and processes evolve
Become the subject-matter expert in owned areas and grow into broader responsibilities

Requirements

What you’ll need

Bachelor’s degree in Accounting (Finance also considered)
1–4 years of accounting experience; Big 4 experience preferred (PwC, EY, KPMG, and/or Deloitte)
Strong Excel skills
Hands-on experience with an ERP or accounting system such as Rillet, NetSuite, or QuickBooks
Comfortable with AI tools in day-to-day work such as Claude
Clear communication and critical-thinking skills
Comfortable managing up and keeping the manager informed
Self-starter who is results driven, smart, scrappy, and comfortable with ambiguity
Ability to handle pressure, deadlines, and a growing to-do list
Must be authorized to work in the United States without current or future employer sponsorship

Benefits

Comp & perks

Competitive compensation, including equity
Full health, dental, and vision coverage
Retirement savings plan through 401(k)
Flexible time off
Opportunities for company-wide connection and events