Finance Operation Analyst

SmithRx; San Francisco (CA); On-site; USD 76,000 - 90,000; Full time

Benefits offered by this job

Medical & Dental

Vision Insurance

Life Insurance

AD&D Insurance

401(k) Plan

Disability Insurance

Paid Time Off

Paid Holidays

Parental Leave

Employee Assistance Program

Commuter Benefits

Wellness Benefits

Office snacks

Job summary

SmithRx is a growing Health-Tech company seeking a Finance Operations Analyst/Staff Accountant to own day-to-day accounting tasks within the Finance team. You will manage indirect tax filings, state registrations, reimbursements, and cash reconciliations, while supporting the corporate card program and escheatment processes.

The ideal candidate has a bachelor's in accounting/finance, 1–3 years of experience, and strong Excel/Sage Intacct skills, with keen attention to detail and the ability to

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 1–3 years of corporate accounting or operations accounting experience.
• Solid understanding of US GAAP and general ledger operations.
• Experience with cash reconciliations and expense processing; multi-state compliance.
• Strong organization, detail orientation, and ability to meet deadlines.

Responsibilities

• Indirect tax filing and state registration filings.
• Manage member reimbursements and escheatment processes.
• Cash management and month-end reconciliations.
• Corporate credit card program management and reconciliations.
• Collaborate with internal teams and external vendors.

Skills

US GAAP knowledge

Cash reconciliations

Multi-state compliance

Attention to detail

Time management

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Sage Intacct

Job description

Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:

• Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
• Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward always.
• Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.

Job Summary:

SmithRx is looking for an exceptional Finance Operations Analyst/ Staff Accountant to join our growing Finance team. Reporting directly to the Senior Manager, Corporate Accounting, this role will be an essential operational owner within our day-to-day accounting functions. You will take ownership of key operational functions including corporate tax compliance, cash reconciliations, corporate card management, and member reimbursements. The ideal candidate is detail-oriented, proactive, and excited to drive core accounting workflows to execution.

What you will do:

• Indirect Tax Filing: Prepare indirect tax filings accurately and timely.
• State Registration Filings: Work with the company’s filing agent to ensure various state reports are filed accurately and timely.
• Member Reimbursements & Escheatment: Own the member reimbursement process, including processing physical checks, performing month-end reconciliations of the outstanding check list, and managing the company’s escheatment process.
• Cash Management & Reconciliations: Clear daily cash transactions and prepare comprehensive month-end cash account reconciliations.
• Corporate Credit Card Program: Manage corporate credit card activity by coding and booking expenses accurately and performing month-end card reconciliations.

What you will bring to SmithRx:

• Bachelor's degree in Accounting, Finance, or a related field.
• 1-3 years of hands-on corporate accounting or operational accounting experience.
• Solid understanding of basic accounting principles (US GAAP) and general ledger operations.
• Demonstrated proficiency with cash reconciliations, expense processing, and multi-state/corporate compliance tasks.
• Strong organizational skills with high attention to detail and accuracy.
• Ability to work independently, manage competing priorities, and meet key monthly deadlines in a fast-paced environment.
• Excellent communication skills with a track record of effective collaboration across internal teams and third-party vendor partners.
• Proficiency in Microsoft Excel (vlookups, pivot tables) and experience with/ability to quickly learn modern accounting systems (e.g., Sage Intacct).

What SmithRx Offers You:

• Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
• Flexible Spending Benefits
• 401(k) Retirement Savings Program
• Short-term and long-term disability
• Discretionary Paid Time Off
• Paid Company Holidays
• Wellness Benefits
• Commuter Benefits
• Paid Parental Leave benefits
• Employee Assistance Program (EAP)
• Well-stocked kitchen in office locations
• Professional development and training opportunities

Zone A includes the following locations: San Francisco Bay Area - California, Metro New York City - Connecticut, New Jersey, New York and Pennsylvania.

Zone A Pay Range: $76,000 USD - $90,000 USD

Zone B includes the following locations: California - outside of San Francisco Bay Area, Metro Denver / Boulder - Colorado, Metro District of Columbia - District of Columbia, Maryland, Virginia and West Virginia, Metro Boston / Cambridge - Massachusetts and New Hampshire, Metro Austin - Texas, Metro Seattle - Washington.

Zone B Pay Range: $70,000 USD - $82,000 USD

Zone C includes all other locations not listed above, including: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Wisconsin, Wyoming, Non metro Colorado, Connecticut, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, Washington, and West Virginia.

Zone C Pay Range: $63,000 USD - $75,000 USD

Compensation & Benefits

• Base Salary: The range listed above reflects our standard pay scale and actual pay will vary based on work location, job level, job-related knowledge, skills, and experience.
• Total Rewards: In addition to base pay, this role may be eligible for bonuses, commissions, or equity. SmithRx offers a variety of benefits to help you live well, including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance and 401(k).

Individual offers are tailored to your geography, experience, skills, and education. Your recruiter can share more specific details during the hiring process. In the meantime, feel free to explore our comprehensive benefits here.