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.