Senior Accountant

e123; California; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote-first culture

Travel for company events

Job summary

e123 is a Work From Anywhere company with a remote US workforce and some travel for events. The Senior Accountant will own the month-end close and AR processes, ensuring data integrity and supporting automation initiatives across a multi-entity structure.

This role requires GAAP knowledge, ASC 606, and strong Excel and QuickBooks Online skills, with 3–5 years of progressive accounting experience. Collaboration with external auditors and tax accountants is essential.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 3–5 years of progressive accounting experience.
• Strong working knowledge of GAAP, including ASC 606.
• Experience with QuickBooks Online or comparable software.
• Advanced proficiency in Microsoft Excel.
• Ability to manage multiple priorities and meet deadlines independently.
• Strong written and verbal communication skills.
• High degree of professionalism and discretion with confidential information.

Responsibilities

• Month-end close – lead the close process and implement improvements.
• Billing and Accounts Receivable – manage end-to-end invoicing across multiple entities.
• Accounts Payable – ensure timely bill payment and accurate coding.
• General Ledger and Account Reconciliation – oversee transactions and accuracy.
• Audit support – prepare schedules and liaise with auditors.
• Tax compliance across multistate obligations and regulatory filings.
• Intercompany and multi-entity accounting across Enrollment123 Inc. and Unified TPA.
• Financial reporting support – prepare schedules and variance analysis.
• Process improvement and automation using AI and other technologies.

Skills

GAAP knowledge

ASC 606

Excel

QuickBooks Online

multi‑entity accounting

communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks Online

Microsoft Excel

Chargebee/Zuora/Sequence

Job description

Location:

e123 is a Work From Anywhere company based in southern California with an entirely remote workforce from all over the US. This role can be based anywhere in the US (with the exception of IN, IL, PA, NE). Some travel is required for annual company events or meetings.

Why join e123?

e123 is transforming the distribution of health insurance in the United States while creating a new insurtech category. e123 helps businesses manage the complex world of health insurance distribution. We handle $3B in annual premium billings through a network of nearly 400,000 agents. We deliver a single, easy to use platform for clients to distribute and market insurance and benefits products at all levels. We are rapidly expanding our product suite to to address major pain points for enterprise carrier and distribution customers in this market vertical.

Our Mission

We’re on a mission to fix a broken system, making it easier and more reliable for millions of people to protect themselves against the unexpected by enabling insurance providers to better match individuals with the right health insurance solutions. This in turn enables accelerating growth for our clients. At e123, we deliver a powerful, widely-used core SaaS product in a premier position central to our industry, and our team knows as much as anyone about the complexities of the United States healthcare insurance distribution network.

Job Summary

The Senior Accountant will own the month-end close process and accounts receivable function, serving as the operational core of a lean finance team. This role ensures the integrity of financial information, supports the company’s internal control environment, and contributes to ongoing billing automation and process improvement initiatives. The Senior Accountant will collaborate closely with the Senior Director of Finance, external auditors and tax accountants, and other departments to deliver accurate and timely financials across a multi-entity structure.

Key Responsibilities

• Month-end close – lead the close process and make process improvements as needed.
• Billing and Accounts Receivable – Manage the end-to-end invoicing process, including monthly usage-based invoices across multiple entities; ensure timely collection and support ongoing billing automation initiatives.
• Accounts Payable – Ensure bills are paid in a timely manner that maximizes DPO; manage vendor relationships and ensure accurate expense coding.
• General Ledger and Account Reconciliation - Oversee and manage the general ledger, ensuring all transactions are recorded accurately and timely.
• Audit - Assist with external audits, including preparing audit schedules, interim testing, and communicating with auditors.
• Tax – Ensure accurate and timely compliance across multistate indirect tax obligations (sales tax, franchise tax, property tax) and other regulatory filings; support nexus monitoring as the company expands.
• Intercompany and Multi-Entity Accounting – Manage intercompany transactions and reconciliations across Enrollment123 Inc. and Unified TPA, ensuring eliminations are accurate and entity-level financials are complete.
• Financial Reporting Support – Prepare inputs and schedules supporting monthly management reporting, including variance analysis and actuals versus plan commentary for review by the Senior Director of Finance.
• Process Improvement and Automation – Use AI and other technologies to improve and automate current accounting processes.

Qualifications & Experience

Required:

• Bachelor’s degree in Accounting or Finance.
• 3-5 years of progressive accounting experience.
• Strong working knowledge of GAAP, including ASC 606 revenue recognition standards.
• Experience with QuickBooks Online or comparable accounting software.
• Advanced proficiency in Microsoft Excel.
• Demonstrated ability to manage multiple priorities and meet deadlines independently.
• Strong written and verbal communication skills.
• High degree of professionalism and discretion when handling confidential information.

Preferred:

• CPA license or active progress toward CPA certification.
• Experience in a SaaS company environment.
• Familiarity with multi-entity accounting structures and intercompany reconciliations.
• Background in revenue billing or subscription management systems (e.g., Chargebee, Zuora, Sequence, or similar platforms).
• Prior experience supporting external audits or lender compliance reporting.
• Familiarity with BI or data tools (e.g., BigQuery, Drivetrain, or comparable FP&A platforms) in support of financial reporting and analytics.