Accounting Manager

HealthVerity; Pennsylvania; Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

401(k) plan

Equity program

Hybrid work in Philly

Generous PTO

Parental leave

Professional development

Job summary

HealthVerity is seeking an Accounting Manager to lead the general ledger, close processes, and monthly reporting for a fast-growing SaaS company in the Philadelphia area. You will mentor staff, automate processes, and support audits, budgeting, and tax efforts.

Ideal candidates hold a accounting/finance degree with 5+ years of GL experience in SaaS or public accounting, with strong Excel skills and effective communication. Hybrid work with in-office days expected.

Qualifications

• Bachelor's degree in accounting or finance is required.
• 5 years of progressive GL experience in a high-growth SaaS environment and/or public accounting.
• Experience with internal controls and financial procedures.
• CPA or CPA candidate preferred; Big 4 experience preferred.

Responsibilities

• Prepare monthly balance sheet account reconciliations and roll forward schedules.
• Prepare daily and monthly journal entries and supporting schedules.
• Manage the month end close process and analyze financial statements.
• Review monthly sales commissions, expense reimbursements and staff reports.
• Participate in monthly reporting package analysis and variance reviews.
• Assist with audit, tax filings and budgeting documentation.
• Develop and enhance accounting policies and procedures.
• Support the VP Corporate Controller with special projects and year-end close.
• Review and guide the work of senior and staff accountants.

Skills

General ledger

Financial analysis

Communication skills

Excel proficiency

Leadership / mentoring

Education

Bachelor's Degree in Accounting or Finance

CPA or CPA candidate

Tools

Oracle NetSuite

Job description

ROLE OVERVIEW

Leverage your technical accounting skill set and experience in the SaaS/technology industry in the role of an Accounting Manager on the Finance team at HealthVerity! This role is designed for a driven, up-and-coming accounting leader interested in building their career within a rapidly expanding technology company. Your key responsibilities will include maintaining the general ledger, reviewing financial statements, preparing monthly financial reports for the Board of Directors, assisting with our audit, tax and budgeting processes and ensuring compliance with US GAAP requirements.

The Accounting Manager will also be tasked with taking ownership of projects on the Finance team, automating processes (including AI adoption) and playing an active role in the coaching & mentoring of accounting staff. You will also have the opportunity to participate, as needed, in the monthly forecasting, planning and analysis function for the company.

KEY RESPONSIBILITIES

• Prepare monthly balance sheet account reconciliations and roll forward schedules for various accounts
• Prepare daily and monthly journal entries and supporting schedules
• Manage the month end close process and analyze financial statements for discrepancies and alert the VP Corporate Controller
• Review monthly sales commissions, expense reimbursements and monthly reports prepared by staff accountant
• Participate in preparing the monthly reporting package, including analysis of current actual periods to prior periods
• Assist with preparation of documentation for the annual financial statement audit, tax filings and budgeting
• Assist in the development and/or enhancement of policies and procedures that will improve the overall operation and effectiveness of the accounting function and organization
• Support the VP Corporate Controller, by taking ownership of special projects, accounting research, timeliness of year-end financial audit and monthly financial statement close process
• Review and guide the work of senior and staff accountants

QUALIFICATIONS

Required

• Bachelor's Degree with Accounting or Finance Concentration
• 5 years of progressive GL experience in a high-growth SaaS environment and/or public accounting
• Experience in the review and implementation of financial controls and procedures
• Excellent communication skills
• Highly Proficient in Microsoft Excel
• Possessing a high sense of urgency, ability to interact with multiple levels within the organization and be an effective team player

Preferred

• Experience with Oracle NetSuite strongly preferred
• CPA or CPA candidate a plus; Big 4 firm experience preferred

Base salary for the role is commensurate with experience and can range between $135,000 - 165,000 annual bonus opportunity.

Hiring Locations

Our main office is located in Center City, Philadelphia, where we operate on a hybrid model with in-office work required three days a week for local employees. We believe collaboration is most effective when teams come together, which is why we prioritize hiring in the Philadelphia area.

For certain roles, we also hire from hub locations---regions where we have an established presence with multiple team members working remotely. While these employees primarily work from home, we bring them together in person at least once a year for team-building, collaboration, and strategic planning.

Hub Locations

• Philadelphia, Pennsylvania
• Boston, Massachusetts
• New York City, New York
• Baltimore, Maryland
• Washington, D.C.
• Charlotte, North Carolina
• Raleigh-Durham, North Carolina
• Atlanta, Georgia
• Chicago, Illinois

Approved States for Remote Work: CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, and VA.

About HealthVerity

HealthVerity is the leader in privacy-protected real-world data exchange, transforming how healthcare and life sciences organizations connect and analyze disparate patient data. By enabling access to the industry's largest RWD ecosystem, HealthVerity supports critical applications in clinical development, commercial strategy, regulatory decision-making, and public health. To learn more about HealthVerity, visit healthverity.com.

Why you'll love working here

We are making a difference

Our technology is at the forefront of some of the biggest healthcare challenges in the world.

We are one team

Our people define our culture and always will. We take time out to celebrate each other, and acknowledge the value that each of us adds towards our greater mission. Come share all you have to offer.

We are learners

Every team member is continually learning, no matter if we've been in a role for one year or much longer. We are committed to learning and implementing what is best for our clients, partners, and each other.

Benefits & Perks

• Compensation: competitive base salary & annual bonus opportunity (for non-commissioned roles)
• Benefits: We offer health, dental, and vision coverage starting on day 1. We also offer a 401(k) plan and an equity program, with new hire equity grants beginning at the Director level and above.
• Flexible location: Remote workdays and 3 days a week of in-office collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team.
• Generous PTO:Take time off as needed, targeted at 4 weeks per year, including vacation, personal and sick time, plus paid parental leave.
• Parental Leave: 12 weeks paid leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents.
• Comprehensive and individualized onboarding: mentorship program, departmental talks, and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job
• Professional development:biweekly 1:1s, hands-on leadership that is goal-and growth-oriented for each team member, and an annual budget to support professional development pursuits

We believe incorporating different ideas, perspectives and backgrounds make us stronger and encourages an environment where ageism, racism, sexism, ableism, homophobia, transphobia or any other form of discrimination are not tolerated. All qualified job applicants will be given consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. At HealthVerity, we're working towards an innovative and connected future for healthcare data and believe the future is better together. We can only do that if everyone has a seat at the table.

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail]

Remote opportunities are not available in all areas and require team members to work from a fixed location due to tax and labor law implications - specific questions about remote positions can be discussed during the interview process with your recruiter.