About the roleWe are looking for a high-impact Senior Accountant to serve as a key architect of core accounting processes across the full set of financial statements. This role goes well beyond traditional transactional accounting and monthly close processes; you will be a key contributor driving systems automation through both implementation of industry leading tools as well as creativity in building AI agents to support our growing scale.
You will report to the VP, Corporate Controller and work closely with FP&A, Accounts Receivable, Business Systems, People Operations, Legal, and other business leaders across the organization to ensure that our financial reporting will be timely, accurate and provide necessary clarity needed to drive strategic decision making to achieve our company's mission to transform primary care.
Key responsibilities- Month-End Close: Own core close processes for assigned areas such as cash automation, AP, accruals, and prepaids, etc. while ensuring the ledger is audit-ready and compliant.
- Modernize Financial Operations: Identify and lead automation initiatives for close workflows, leveraging ERP functionality (NetSuite) and building AI agents (through Claude / Notion / etc.) to improve quality and reduce time-to-close.
- FP&A Collaboration: Partner cross-functionally to provide data-driven insights, supporting budget vs. actual analyses.
- Compliance & Audit: Coordinate with external auditors and tax advisors to help manage federal and SALT (State and Local Taxes) compliance, ensuring a seamless and efficient audit process.
- Scale Systems & Controls: Maintain and enhance "SOX-lite" internal controls and documentation as we transition toward a more mature, automated reporting environment.
Professional qualifications- Experience: 3+ years of progressive accounting experience, ideally including experience at a high-growth SaaS environment.
- Education & Certification: Bachelor's degree in Accounting or Finance
- Technical Mastery: Strong working knowledge of US GAAP
- AI Tools: Comfortability and experience with AI tools (would love to hear about any AI agents inside or outside of your work experience)
- Systems Expertise: Hands-on experience with NetSuite (preferred) and expert level knowledge of Excel / Google Sheets (required)
- Desire to Learn: Someone who is looking to learn and grow in the position.
- Growth Mindset: A proven track record of building and improving processes from scratch, not just maintaining the status quo.
- Ownership and Accountability: Ability to own problems end-to-end, exercise sound judgment, and operate with a high degree of autonomy in a lean, fast-paced environment.
- Detail Orientation and Integrity: High attention to detail, strong organization skills, and a commitment to accuracy and integrity in financial reporting.
Salary range: $90,000-$115,000 
