Principal Actuary

HealthJoy; United States; Hybrid; USD 145,000 - 160,000; Full time

Benefits offered by this job

Remote-first culture

Health benefits

Job summary

HealthJoy is seeking a Controller to own the accounting operations, drive monthly and year-end closes, and lead the finance team through strategic initiatives. You will oversee payroll, invoicing, audits, tax returns, and internal controls in a fast-paced, growth-focused environment.

The role emphasizes cross-functional collaboration, AI-enabled process improvements, and building scalable processes to support rapid expansion while ensuring accuracy and compliance with GAAP and ASC 606.

Qualifications

• 8+ years progressive accounting experience (minimum 2 years in public accounting strongly preferred).
• Experience managing a small team of accounting professionals.
• Experience leveraging AI to improve accounting processes.
• Experience using NetSuite preferred.
• Strong Microsoft Excel skills (vlookup, sumif, pivot tables) and analytical skills.

Responsibilities

• Drive process improvements and contribute to accounting transformation, with an eye on leveraging AI to eliminate manual work, improve speed and efficiency, and reduce potential for errors.
• Own the monthly and year-end close processes, including reviewing balance sheet reconciliations, ad-hoc analyses, trial balance reviews, international consolidation, and financial statement preparation, while adhering to tight deadlines.
• Ensure that financial records & reports are maintained in compliance with company policies & GAAP (accrual basis, ASC 606).
• Analyze monthly operating results to ensure accurate accounting records.
• Oversee all payroll and billing functions.
• Manage client invoicing and collections.
• Lead the annual financial audit with independent CPA firm and 401(k) audit.
• Coordinate the preparation of annual tax returns with independent CPA firm including preparation of supporting workpapers.
• Ensure compliance with sales tax requirements in the appropriate jurisdictions.
• Implement, document and maintain adequate and effective internal controls, policies, and procedures.
• Enforce expense reimbursement policy.
• Oversee the Sales commission, Bonus, Partner commission processes.
• Provide leadership to the accounting staff by managing, recruiting, and training employees.
• Provide thought leadership on emerging accounting trends.
• Periodically review accounting and financial management systems to ensure that systems meet business requirements and implement necessary changes.

Skills

AI in accounting

Team leadership

GAAP knowledge

Analytical skills

Cross-functional collaboration

Advanced Excel

Financial analysis

Tax knowledge

Education

Bachelor's in accounting

CPA

Tools

NetSuite

Excel

Job description

This role is preferred in Tampa, FL, with hybrid flexibility, but remote is an option for the right person. Come for the mission. Stay for the innovation. Let’s keep things simple: we’re a talented, hard-working, and compassionate team driving towards a mission that impacts every single one of us. Our path to success is paved with our proprietary technology, demanding team members who are naturally AI-forward and data-driven to accelerate our impact. Healthcare benefits are complex and largely underutilized by most people. That’s why HealthJoy was built with one vision: to remove the complexity from being healthy and well. We do that by guiding employees to affordable, high-quality healthcare, consolidating our clients’ health and wellness strategies into the HealthJoy Benefits Operating System - a simple, unified digital experience. The result: healthier employees and a healthier bottom line. With over $100M in fundraising to date, and the successful closing of our recent Series D, HealthJoy has garnered workplace awards for Inc.’s Fastest Growing Startups and Built In Chicago’s Best Places to Work. We’re continuing down the path of high growth and high impact, and this role is a key member of the Finance Team making that happen.

Your impact. As the Controller, you will own the accounting operations function and provide leadership on all accounting initiatives.

You will have responsibility for the monthly and annual close process, managing the relationships with all third party vendors and coordinating all tasks within company audits.

You are someone who is comfortable working in a fast-paced, unstructured environment while continuing to deliver results. You will work extensively with other departments of the organization on various projects and strategic initiatives, so the willingness and ability to work cross functionally is a key part of the role.

You will own the accounting operations and due to our company’s growth, help in creating and implementing scalable process improvements. You will help define the strategic direction of the team and also have opportunities to help prepare the annual budget, build and analyze the operating model, and have a voice in key financial decisions.

Key Responsibilities:

• Drive process improvements and contribute to accounting transformation, with an eye on leveraging AI to eliminate manual work, improve speed and efficiency, and reduce potential for errors
• Own the monthly and year-end close processes, including reviewing balance sheet reconciliations, performing ad-hoc analyses, trial balance reviews, international consolidation, and financial statement preparation, while adhering to tight deadlines
• Ensure that financial records & reports are maintained in compliance with company policies & GAAP (accrual basis, ASC 606)
• Analyze monthly operating results to ensure accurate accounting records
• Oversee all payroll and billing functions
• Manage client invoicing and collections
• Lead the annual financial audit with independent CPA firm and 401(k) audit
• Coordinate the preparation of annual tax returns with independent CPA firm including preparation of supporting workpapers
• Ensure compliance with sales tax requirements in the appropriate jurisdictions
• Implement, document and maintain adequate and effective internal controls, policies, and procedures
• Enforce expense reimbursement policy
• Oversee the Sales commission, Bonus, Partner commission processes
• Provide leadership to the accounting staff by managing, recruiting, and training employees
• Provide thought leadership on emerging accounting trends
• Periodically review accounting and financial management systems to ensure that systems meet business requirements and implement necessary changes

Your experience.

• 8+ years progressive accounting experience (minimum 2 years in public accounting strongly preferred)
• Experience managing a small team of accounting professionals
• Experience leveraging AI to improve accounting processes
• Experience using NetSuite preferred
• Strong Microsoft Excel skills (such as vlookup, sumif, pivot tables, and data analysis) and analytical skills
• Ability to manage multiple projects simultaneously
• A proven track record in accounting and a desire to bring best practices to a rapidly changing environment
• Strong relationship management and business partner/advisory skills
• Bachelor’s degree in accounting (required)
• CPA required

Total Rewards

Job Level: 70 Base Compensation Range for Job Level: $145,000-$160,000 HealthJoy maintains a comprehensive strategy to determine rewarding and competitive packages for individual compensation for new hires, internal promotions and internal job changes. This strategy is based on several factors unique to each individual, including: 1) the skills, experience and qualifications of the individual; 2) the responsibilities and demands of the role; 3) analysis of external market data; and 4) company budget and financial performance. HealthJoy is a remote-first employer. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At HealthJoy, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each role and individual.

Commitment to Equal Pay

At HealthJoy, we are committed to creating a diverse and inclusive workplace where everyone has the opportunity to succeed and thrive. We believe that everyone should be paid based on their qualifications, experience, and the work that they do, and not on their gender, race, or any other personal characteristic. Our compensation practices are essential to fostering a diverse and inclusive culture where we value the contributions of all our employees. We conduct thorough annual reviews of employee pay and our pay practices to ensure we reward the right behaviors and are providing equal pay for equal work. Additionally, we assess the external market and internal equity across like roles. As part of our regular review of pay practices, HealthJoy examines employee pay for potential disparities between persons of different genders, races and ethnicities that are not explainable by objective factors such as performance, experience level, credentials, or location, and are committed to correcting any issues and reviewing practices from unintended outcomes.

Commitment to Equal Opportunity

HealthJoy is committed to creating a diverse environment and is proud to be an equal opportunity employer.

All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other basis forbidden under federal, state, or local law.