Senior Accountant

Summary

Join Included Health as a Senior Accountant and contribute to the company's financial success. You will be responsible for monthly accounting close, year-end financial audits, accruals, preparing journal entries, and reconciliations. You will also play a key role in improving accounting processes and other financial operations. This role requires a Bachelor's degree in Accounting, a CPA certification, and 5+ years of relevant accounting experience, including both public accounting and startup experience. You will be exposed to various accounting functions and gain valuable cross-training opportunities. Included Health offers a competitive compensation package, including equity, benefits, and a remote-first culture.

Requirements

• Bachelor’s degree in Accounting; CPA required
• 5+ years of relevant accounting experience; with a combination of Big 4 public accounting and startup pre-ipo to ipo experience preferred
• Understanding of US GAAP accounting standards, with strong GAAP technical accounting skill-set and broad knowledge of external reporting requirements (some SEC-level experience preferred)
• ERP system experience (Workday a plus)
• Intermediate to advanced proficiency in Microsoft Excel
• Capability to remain seated in a stationary position for prolonged periods
• Eye-hand coordination and manual dexterity to operate keyboard, computer and other office-related equipment

Responsibilities

• You will perform month-end, quarter-end and year-end close process
• You will compile and analyze information to prepare journal entries
• You will work with internal teams to ensure accuracy in accruals
• You will reconcile and balance general ledger accounts and resolve any discrepancies
• You will collaborate with other departments to gain a working knowledge of operations affecting financial and management reporting
• You will help complete annual tax filings such as Business Property Tax returns for office locations
• You will complete other tasks like accounting and calculating for AP, corporate credit card, and employee travel expense, and commission accruals
• You will participate in the annual audit process by preparing detailed schedules and providing documentation to external auditors, aiming to uphold our record of clean audits
• You will assess and document conclusions around technical accounting processes
• You will be exposed to other accounting functions to allow for cross training
• You will understand the accounting and operational flow of incentives and sales commissions, from policy to payout
• You will calculate and record deferred commission plans, and manage the schedule and amortization of commissions
• You will partner with Sales Operations to ensure completeness of data used to calculate sales commission earnings, accruals and deferred cost assets

Benefits

• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
• Paid Time Off ("PTO") and Discretionary Time Off (“DTO”)
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies
• Work-From-Home reimbursement to support team collaboration home office work