Senior Accountant at Wellframe

| Greater Boston Area
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If you or a loved one has ever experienced a major medical event, you know how overwhelming it is to process the flood of information that follows—whether it’s hastily delivered guidance from your doctor, or a pile of paperwork on managing your recovery. And once you get home, it can feel impossible to know where to start, or how to stay on track to reach your health goals.
At Wellframe, we’re helping healthcare organizations fill this gap, so people can get the holistic resources and support they need to feel their best, outside traditional care delivery settings. Through our patented platform, Wellframe translates evidence-based, peer-reviewed guidelines and literature into an interactive daily checklist delivered to patients through the Wellframe mobile app. As patients engage with the Wellframe app, their data is shared in real time with their care team through the care team dashboard, which utilizes advanced algorithms to generate early intervention alerts. With secure two-way messaging, Wellframe facilitates long-term, trusted relationships between patients and care teams.
Role Overview:
The Senior Accountant is responsible for accounting transactions and monthly financial reporting across the entire business. This individual is a member of the Business Operations Team (and more specifically, a member of the Accounting/Finance team,) and will report to the Accounting & Finance Manager. The Senior Accountant will play a critical role as one of the primary individuals responsible for capturing all accounting data, processing all daily transactions and ensuring a high level of accuracy and accountability for a critical function within a constantly growing and evolving company.
Areas of Responsibility: 

Daily transaction activity (40%):

  • Drive the AR process by monitoring weekly aging reports and establishing protocol to follow up with customers regarding outstanding balances, reaching out pro-actively before accounts are overdue
  • Update the annual billing calendar for all new or changed customer fee schedules to ensure timely and accurate billing for all customers
  • Prepare customer invoices in accordance with the billing calendar and own the internal approval process to ensure that all invoices are properly approved before being sent to customers
  • Prepare billable travel invoices for customers, summarizing relevant travel expenses, capturing all receipt documentation and coordinating with the client services team to ensure the completeness and accuracy of billable expenses
  • Create and monitor adherence to a monthly calendar for billable expenses and client service team data entry related to client travel
  • Provide back-up monitoring of the [email protected] inbox, responding to all external and internal inquiries and filing all emails to maintain a high level of organization and visibility for communications with that email address
  • Act as a back-up for AP-related entry, entering all vendor invoices and payables into NetSuite on a timely basis and with absolute accuracy including proper categorization of all expenses

Month-end close process (20%):

  • Perform general ledger account analysis and reconciliations – this should include a critical eye towards month-over-month fluctuations and identifying unusual activity
  • Initial drafting of certain monthly financial statements including balance sheet, income statement and AR aging reports along with notes or commentary related to recent significant activity in any accounts
  • Prepare all transaction entries related to customer billing and collections
  • Prepare month-end reconciliations for AR, fixed assets, accruals, debt and other account balances as necessary
  • Run reports and prepare journal entries related to accruals, depreciation expense debt, equity and any other required month-end journal entries

Policy and process improvements to support scaling of business (10%):

  • Continuously evaluate for roadblocks or inefficient processes and bring them to the attention of the Accounting/Finance team to allow for assessment and improvement of processes and systems where possible
  • Take the lead on certain process improvement projects as needed

Various accounting and finance ad-hoc projects (30%):

  • Review certain significant accounting transactions and assess the correct accounting treatment including documenting your considerations, resources, findings and conclusions
  • Assist in handling certain more long-term accounting projects (for example, assisting with a sales and use tax project involving our customers)
  • Prepare requested schedules for annual audit or tax engagements
  • Pull and review requested supporting documents for external auditors
  • Assist with preparation of any reports or supporting documents requested by internal departments
  • Other ad-hoc projects as needed

Education, Experience, & Skills Required:

  • 3+ years of public/private accounting experience
  • CPA required
  • Experience working in a dynamic team environment, preferably in a small-to-medium sized high-growth businesses
  • NetSuite experience a plus
  • Experience interacting with vendors and customers with a strong emphasis on customer service
  • Understanding of revenue recognition for a SAAS company is a plus
  • Bachelor’s Degree in Accounting

Behaviors & Traits Required:

  • Excellent communication and interpersonal skills
  • Solid organization skills, attention to detail, ability to meet deadlines in a timely and professional manner
  • Quick learner, self-motivated, team player
  • Impeccable confidentiality and professionalism

Wellframe, Inc. is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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  • Engineering
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Located in the Seaport, we are a short walk from South Station and surrounded by great lunch spots and coffee shops.

An Insider's view of Wellframe

What are some social events your company does?

Wellframe’s social events go beyond the regular happy hours (which we also do). Earlier this week, my team went bowling; with the Women of Wellframe group, we watched Ocean’s 8 together and have a potluck picnic coming up; and later this summer, we’ll all indulge in a beach day. It’s all made me feel a part of the company even as a new member.


Client Operations Associate

What's the biggest problem your team is solving?

Wellframe's engineering team is passionate about blending data, cutting edge technologies and security to build products that have a direct positive impact on patients' quality of life. To that end, we are currently designing the next generation of our architecture while expanding our infrastructure.



What is your vision for the company?

We see an opportunity over the coming years to work with more and more organizations that allow us to impact more patients more profoundly, and so we are investing a lot to not only grow commercially and bring on more clients and new partnerships, but to take on more ownership over helping our partners engage more with their patients or members.


President & CEO, Co-Founder

What makes someone successful on your team?

Tenacity: We go the extra mile to make our partners successful and inspire each other with our thirst for excellence.
Collaboration: We work constructively across disciplines to solve hard problems together.
Humility: We are never finished learning and growing, and we value the perspective and experiences of those around us.


Senior Director of People & Culture

What are Wellframe Perks + Benefits

Wellframe Benefits Overview

Wellframe recognizes that an employee benefits program is necessary for the health and well-being of our employees and their families. We are pleased to offer our employees one of the most competitive and comprehensive benefits packages in the industry.

Volunteer in local community
Wellframe participates in quarterly volunteer activities. In the past we've volunteered at More than Words, Community Servings, Boston Healthcare for the Homeless and West End Boys and Girls Club.
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Unconscious bias training
Interview training is conducted at Wellframe 1-2 a year to minimize bias in the interview process.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Employees receive 40 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Twice a week in-office lunches
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Lunch and learns
Wellframe hosts Lunch and Learns once a month.
Cross functional training encouraged
Promote from within
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