高级会计师
Senior Accountant
位置:e123是一家总部位于南加州的远程办公公司,员工遍布全美各地。该职位可以在美国任何地方工作(印第安纳州、伊利诺伊州、宾夕法尼亚州和内布拉斯加州除外)。需要偶尔出差参加年度公司活动或会议。
为什么加入e123?
e123正在改变美国健康保险的分销方式,同时创造了一个新的保险科技类别。e123帮助企业在复杂的健康保险分销世界中进行管理。我们通过近40万名代理人的网络处理每年30亿美元的保费账单。我们为客户提供一个单一、易于使用的平台,用于在各个层级分销和推广保险及福利产品。我们正在迅速扩展产品组合,以解决企业保险公司和分销客户在这个垂直领域的重大痛点。
我们的使命
我们的目标是修复一个有缺陷的系统,让数百万人在意外发生时更容易且更可靠地保护自己,通过使保险公司更好地将个人与合适的健康保险解决方案匹配。这反过来又使我们的客户能够加速增长。在e123,我们提供一款强大且广泛使用的核心SaaS产品,在行业中心占据重要地位,我们的团队对美国医疗保健保险分销网络的复杂性有着深入的了解。
职位概述
高级会计师将负责月结流程和应收账款职能,作为精简财务团队的运营核心。该职位确保财务信息的完整性,支持公司的内部控制环境,并为持续的计费自动化和流程改进项目做出贡献。高级会计师将与财务总监、外部审计师和税务会计师以及其他部门密切合作,为多实体结构提供准确及时的财务数据。
主要职责
- 月结 – 主导结账流程,并根据需要进行流程改进。
- 计费和应收账款 – 管理端到端的开票流程,包括多个实体的月度基于使用量的发票;确保及时收款并支持持续的计费自动化项目。
- 应付账款 – 确保账单及时支付以最大化DPO;管理供应商关系并确保费用编码准确。
- 总账和账户对账 -
查看英文原文
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.
Originally posted on Himalayas