Senior Accounting Manager

Assort Health; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive Compensation

Lifelong Learning

Office Setup Stipend

Top-Tier Health Coverage

Flexible PTO

Meals & Snacks

Fitness Stipend

Commuter Benefits

401(k)

Job summary

Assort Health is building a single, continuous conversation for patients and healthcare providers. We are hiring a senior finance professional to own Order-to-Cash, ASC 606, and revenue processes in a fast-growing healthtech environment in San Francisco.

You will lead a small offshore team, drive a five-day close, and work with cross-functional partners including Engineering, Product, Sales, and external auditors.

Qualifications

• 6–9 years of progressive accounting experience, including 4+ years at high-growth SaaS or enterprise software companies (Series B-D).
• Hands-on experience with a usage-based billing platform (Tabs strongly preferred; Maxio/Chargify, Chargebee, Zuora, or Stripe Billing at scale).
• Personally written ASC 606 revenue recognition memos and defended them to external auditors.
• Strong three-way reconciliation across billing platform, payment processor, and general ledger.
• Direct experience with Big4 or strong regional audit firms as internal audit lead.
• ERP expertise with NetSuite; Campfire familiarity a plus; other apps like QuickBooks, Ramp, Rippling, Pulley/Carta.
• Genuinely AI-first in workflow; daily use of AI tools for memo drafting, anomaly detection, revenue variance investigation.
• Clear cross-functional communication with Engineering, Sales, and executives; comfortable discussing revenue treatment and materiality.
• Builder-oriented, comfortable in ambiguity; will define the O2C function.

Responsibilities

• Own Order-to-Cash end-to-end from contract signature through cash application; design and operate invoicing, collections, and revenue recognition workflows (Tabs, Stripe, Campfire).
• Lead monthly revenue close, target 5-business-day close, reconcile three-way (SFDC/Tabs/Campfire), sign off journal entries, produce flux analysis.
• Own ASC 606 revenue recognition including memos for usage-based revenue, multi-element arrangements, SSP allocations, deferred revenue, and related matters.
• Lead the 2nd AICPA audit (FYE 2027); manage PBC list, coordinate with Big4/regional advisors, defend revenue positions, prepare PCAOB scoping.
• Partner cross-functionally on customer billing decisions with CEOs, Finance, CS, Sales; be the finance voice on terms, credits, refunds, and amendments.
• Manage 1–2 offshore AR resources; set quality standards, review work, and build playbooks for offshore scale.
• Build revenue reporting and dashboards (AR aging, DSO, cash forecasting, revenue waterfall, deferred revenue roll-forward).
• Collaborate with Engineering/Product on Tabs configuration for new launches, review billing logic, and revenue treatment for new SKUs.
• Own sales & use tax compliance; implement tax engine integrated with Tabs/Stripe; manage nexus and monthly filings.
• Design and document internal controls for revenue and close cycle ahead of SOX 404 scoping; own ICFR narrative for revenue.
• Champion AI-first accounting workflows; leverage Claude, ChatGPT, Notion AI for memo drafting and audit prep.

Skills

Usage-based billing

ASC 606 memo writing

Three-way reconciliation

Big4/audit experience

NetSuite / ERP

AI-driven workflows

Cross-functional communication

Ambiguity navigation

Tools

Tabs

Campfire

Stripe

Maxio/Chargify

Zuora

SFDC

Job description

Building Healthcare That Remembers

Every time you call a doctor's office, the system forgets you the moment you hang up. You wait on hold, explain everything from scratch, get bounced between lines, and hope someone follows up. Everyone has felt this. No one should have to.

At Assort Health, we're building one continuous conversation for every patient. An AI agent that knows who you are, remembers how you like to be reached, and carries that context from your first symptom to your full recovery. What began as the first voice AI agent to schedule a specialty appointment has become the largest proprietary specialty dataset in healthcare: 190 million patient interactions, 62,000 care protocols, 1.6 million decision pathways.

We went from 15 people in 2025 and will cross 250 by the end of 2026. Revenue is up 20x in 15 months and we've raised $222 million, including a recent $120 million Series C at a $1.2 billion valuation. We've also been named to the Forbes Cloud 100 and the 2026 Enterprise Tech 30 as the only healthcare AI company on the list!

Healthcare spends $1.1 trillion a year on administration instead of care. If you want to help change that, apply below.

In this role, you will:

• Own Order-to-Cash end-to-end – from contract signature through cash application. Design and operate the invoicing, collections, and revenue recognition workflows so that contract, provisioning, and pricing data flow seamlessly through Tabs, Stripe, and Campfire.

• Lead the monthly revenue close – targeting a 5 business day close, run the three-way SFDC / Tabs / Campfire reconciliation, sign off on revenue-side journal entries, and produce audit-ready flux analysis.

• Own ASC 606 revenue recognition – including technical accounting memos for usage-based revenue, multi-element arrangements, contract modifications, standalone selling price (SSP) allocations, deferred revenue, contra-revenue, and deferred sales commissions under ASC 340-40.

• Lead the 2nd AICPA audit (FYE 2027) – kicking off September 2027, manage the auditor PBC list, coordinate with our external Big4/regional CPA advisors, and defend our revenue and close positions directly. Prepare the organization for FY27 PCAOB scoping later in 2027.

• Partner cross-functionally on customer billing decisions – with the CEOs, Finance, Customer Success, and Sales teams — pricing changes, credits, refunds, billing disputes, contract amendments, package restructures. You are the finance voice in those conversations.

• Manage the offshore accounting team – 1-2 offshore resources supporting AR application and routine reconciliations. Set quality standards, review work product, and build the playbooks that let offshore scale.

• Build revenue reporting and dashboards – AR aging, DSO trends, cash forecasting, revenue waterfall, deferred revenue roll-forward. Partner with FP&A on revenue forecast accuracy and variance analysis.

• Partner with Engineering and Product – on Tabs configuration for new product launches, billing logic reviews, and revenue treatment for new SKUs and packaging changes. Sit in product reviews when revenue treatment is material.

• Own sales & use tax compliance – implement a sales tax engine integrated with Tabs/Stripe, manage nexus and registrations, and run monthly filings and remittances.

• Design and document internal controls – for the revenue and close cycle in preparation for SOX 404 scoping in 2027. Own the ICFR narrative for revenue.

• Champion AI-first accounting workflows – you should be using Claude, ChatGPT, Notion AI, and similar tools daily for memo drafting, anomaly detection, revenue variance investigation, contract review, and audit preparation. If your instinct is not "can AI do this first," this role is not a fit.

We're looking for someone who:

• Has 6-9 years of progressive accounting experience — with at least 4 years at high-growth SaaS or enterprise software companies at Series B-D stage.

• Has hands-on, expert experience with a usage-based billing platform — Tabs (strongly preferred), Maxio (Chargify), Chargebee, Zuora, or Stripe Billing at meaningful scale.

• Has personally written ASC 606 revenue recognition memos — and defended them to external auditors. Multi-element arrangements, SSP allocation, contract modifications, and deferred commissions are all in your working knowledge.

• Has strong three-way reconciliation muscle — across billing platform, payment processor, and general ledger. You can spot a reconciliation break and know how to find it fast.

• Has direct experience with Big4 or strong regional audit firms — as the internal audit lead — you have managed a PBC list, run audit meetings, negotiated materiality, and closed an audit.

• Is an expert in ERPs and ready to take on Campfire — with NetSuite as a requirement and Campfire as a strong plus. You are fluent in many other accounting applications such as Quickbooks, Ramp, Rippling, Pulley/Carta, and others.

• Is genuinely AI-first in workflow — not just "open to AI" — you already use AI tools daily and can walk through specific ways you have used them to accelerate close, audit, or memo work.

• Communicates with clarity across functions — you can hold your own in a room with Engineering discussing billing logic, with Sales discussing contract terms, with the CEO discussing revenue treatment, and with auditors discussing materiality.

• Is builder-oriented and comfortable in ambiguity — this is a hire that will define the O2C function. If you want detailed playbooks handed to you, this role will be uncomfortable.

Nice to have

• Healthcare or healthtech industry experience — including HIPAA awareness and familiarity with payer/provider economics.

• Direct experience scaling a finance function — from pre-Series C through IPO, ideally as the first or second accounting hire.

• Prior public company experience — SOX 404, ICFR documentation, materiality assessments, and quarterly close cadence.

• Experience with a billing platform migration or implementation — e.g., from Stripe Billing to Tabs/Maxio, or Zuora to Chargebee.

• Experience with modern close-management platforms — Campfire, FloQast, Numeric, or BlackLine at admin level.

• Experience supervising offshore accounting teams — in India or Philippines.

Benefits & Perks for Assorties

• Competitive Compensation – Including salary and employee stock options so you share in our success.

• Lifelong Learning – Annual budget for professional development, plus training opportunities to help you grow.

• Office Setup Stipend – We’ll outfit your in-office workspace so comfy as it's productive.

• Top-Tier Health Coverage – Medical, dental, and vision insurance, because your health comes first.

• Flexible PTO – We trust you to take the time you need to recharge and come back ready to crush it.

• Meals & Snacks – Lunch, dinner, and snack breaks that fuel great ideas.

• Fitness Stipend – Your wellness matters. We reimburse monthly membership costs to support your health.

• Commuter Benefits – We cover eligible transportation costs to make your trip to work easier.

• 401(k) – Build your retirement savings.

How We Work & What We Value

Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!

Please note: the Assort Health Talent Team will only email you from an assorthealth.com email address.