Bachelor's degree in Accounting, Finance or related field; CPA or progress toward CPA preferred.
2-3 years of accounting experience.
Proficiency in NetSuite ERP for accounting operations.
Experience with cash transactions and bank account reconciliations.
Strong knowledge of Microsoft Excel, including pivot tables and VLOOKUP.
Exceptional attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Responsibilities
Handle day-to-day accounting duties including bank transactions and cash applications.
Prepare journal entries and account reconciliations accurately and on time.
Assist with month-end and year-end close processes.
Utilize NetSuite for day-to-day accounting operations and reporting.
Support external audits by preparing necessary documentation.
Learn to use the Clinical Trial Management System (CTMS).
Identify and implement process improvements to increase efficiency.
Benefits
Hybrid work environment with in-office collaboration required two days a week.
Comprehensive medical, dental, and vision coverage, with up to 80% of premiums covered.
Mental health and wellness support through Spring Health.
Unlimited PTO, 12 company holidays, and a company-wide shutdown between Christmas and New Years.
401(k) program with company match of up to 3%.
Weekly in-office lunch benefit.
100% company-paid short-term and long-term disability coverage.
Full Job Description
The Staff Accountant at Iterative Health plays a key part in ensuring the accuracy and efficiency of our financial operations. Reporting to the Director of Accounting, this role supports day-to-day accounting functions, month-end and year-end close processes, and financial reporting across our growing organization. The ideal candidate is an organized, detail-oriented self-starter who is motivated to grow their accounting expertise in a fast-paced healthcare technology environment while contributing to broader financial compliance and operational excellence initiatives. Where You'll Drive Impact Accounting & Financial Operations
Handle day-to-day accounting duties including bank transactions and cash applications.
Prepare assigned journal entries and account reconciliations accurately and on time.
Assist with month-end and year-end close processes, including journal entries, accruals, and reconciliations.
Utilize NetSuite for day-to-day accounting operations, reporting, and general ledger activities.
Support external audits by preparing necessary documentation and schedules.
Learn to use and master the Clinical Trial Management System (CTMS) to support research financial operations.
Post sponsor study payments accurately within the research CTMS.
Ensure accuracy and quality control of financial data collection for clinical research trials in CTMS.
Collaborate with research operations and site network teams to support financial reporting tied to clinical trial activity.
Collaborate cross-functionally to ensure accurate financial reporting and support cost analysis initiatives.
Perform administrative tasks such as maintaining information files, processing paperwork, and other tasks as requested.
Identify and implement process improvements to increase efficiency and accuracy across accounting workflows.
What You Bring to the Team
Bachelor's degree in Accounting, Finance, or a related field; CPA or active progress toward CPA preferred.
2-3 years of accounting experience.
Proficiency in NetSuite ERP for general ledger, reporting, and day-to-day operations.
Experience with cash transactions and bank account reconciliations.
Familiarity with expense reports, credit card expenditure analysis, and reporting.
Strong knowledge of Microsoft Excel, including pivot tables and VLOOKUP.
Exceptional attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Excellent written and verbal communication skills.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Preferred Qualifications
Experience working within the healthcare, biotech, or healthcare technology industry.
Familiarity with clinical research operations or sponsor payment workflows.
Experience supporting external audits or SOX compliance activities.
Exposure to multi-entity or intercompany accounting environments.
How We Work
Collaborative and low-ego team environment
High ownership and accountability culture
Fast-paced and highly iterative growth environment
Open communication and continuous learning mindset
Mission-driven organization focused on improving patient outcomes
Comfortable navigating evolving business priorities and opportunities
Benefits That Support You We believe great teams do their best work when they feel supported - professionally and personally.
Hybrid work environment with in-office collaboration two days per week in either our NYC or Boston office
Comprehensive medical, dental, and vision coverage, with up to 80% of premiums covered by Iterative Health
Mental health and wellness support through Spring Health
Health HSA or FSA options, and commuter FSA contributions supported by Iterative Health
Unlimited PTO, 12 company holidays, and a company-wide shutdown between Christmas and New Years
401(k) program with a company match of up to 3% (up to $3,000 annually)
Weekly in-office lunch benefit every Tuesday
100% company-paid short-term and long-term disability coverage
Annual wellness and professional development stipend to support your health and growth
