TPA Accounting Manager

Personify Health; United States; Remote; USD 125,000 - 145,000; Full time

Benefits offered by this job

Base salary + benefits

Medical & dental

Unlimited PTO

Mental health support

Retirement planning

Professional development

Diversity & inclusion

Job summary

Personify Health, Inc. is seeking an TPA Accounting Manager to own the close processes for the TPA entity and ensure books are accurate and compliant under US GAAP. You will work across internal teams to support audits, license renewals, and process improvements.

The role emphasizes ASC 606 revenue recognition, data reconciliation, and building a robust control environment to prevent recurring issues. A strong background in accounting operations and ERP systems is required.

Qualifications

• Education: Bachelor’s degree in accounting or finance.
• Experience: 5–7 years in accounting/financial operations.
• Preferred: TPA/health insurance experience.
• Preferred: experience leading automation initiatives.

Responsibilities

• Own the month-end, quarter-end, and year-end close for the TPA entity and post journal entries.
• Identify ASC 606 performance obligations and ensure correct revenue recognition.
• Track and report on performance guarantee exposure for clients.
• Reconcile ERP, TPA systems, and third-party data; audit large datasets.
• Investigate discrepancies with systems/ops teams and implement corrective actions.
• Prepare TPA financials for license renewals and regulatory/fiduciary requirements.
• Document processes and controls to build an audit-ready environment.
• Support annual audits with backup documentation and timely responses.

Skills

5–7 years experience

US GAAP

ASC 606

Advanced Excel

Root cause analysis

ERP data handling

Education

Bachelor’s degree in accounting or finance

Tools

NetSuite

QicLink

Javelina

Job description

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform-bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities

Ready to own the close and turn complex TPA data into numbers everyone can trust?

Why This Role Matters

Every decision our TPA business makes starts with financials people can trust, and you're the one who makes that possible. As TPA Accounting Manager, you run the month-end, quarter-end, and year-end close for the TPA entity, making sure the books are accurate, compliant, and tightly controlled. You'll work across internal teams and back TPA initiatives with the financial rigor they need to succeed. The reliability of our reporting and the quality of our audits both run through your work, so when you perform at your best, the whole organization can move forward with confidence.

What You'll Actually Do

• Own the close: Lead the month-end, quarter-end, and year-end close for key areas of the TPA entity. You'll prepare and post journal entries, complete account reconciliations and accruals, and upload data in the ERP against the close calendar, all in line with US GAAP and internal accounting policies.
• Apply ASC 606 to TPA contracts: Identify performance obligations in TPA service contracts and evaluate variable consideration, including performance guarantees and fees at risk, so revenue is recognized correctly.
• Track performance guarantee exposure: Account for related client credits and keep the business informed of potential financial impact, so no one is surprised at quarter-end.
• Reconcile and audit large data sets: Tie out data across the ERP, TPA systems, and third-party reports, and catch discrepancies before they reach the financials.
• Hunt down root causes: Investigate and resolve discrepancies alongside system and operations teams, then put corrective actions in place that keep the same issue from coming back.
• Power compliance and licensing: Prepare TPA financials for license renewal and for regulatory and fiduciary account requirements.
• Build a strong control environment: Document processes, controls, systems, and workflows so the way we work is clear, repeatable, and audit-ready.
• Drive the annual audit: Prepare the gross-to-net adjustment, supply backup documentation, respond quickly, and close out open items.
• Partner with Tax: Coordinate on sales/use tax, legal entity financials, and other tax inputs, so Tax has what it needs when it needs it.
• Streamline and automate: Identify and lead opportunities to simplify reconciliations, cut manual effort and errors, and automate recurring work.

Qualifications

What You Bring to Our Team

Education & Experience:

• Bachelor’s degree in accounting or finance
• 5 to 7 years of progressive accounting or financial operations experience
• Preferred: experience in a TPA, health insurance, or broader insurance environment
• Preferred: experience with performance guarantees, fiduciary accounts, or statutory reporting
• Preferred: experience leading process improvement or automation initiatives

Technical Skills:

• Strong working knowledge of US GAAP, including revenue recognition under ASC 606
• Advanced Excel and proficiency with Microsoft Office
• Root cause analysis of complex, large-volume data sets
• Preferred: hands-on experience with NetSuite, QicLink, and Javelina

Benefits

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Unlimited PTO-rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture?Visitpersonifyhealthbenefits.comto explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a base salary range of $125,000 - $145,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Our Commitment:Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive- because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe:Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them [e-mail]. View all legitimate openings atpersonifyhealth.com/careers.