Senior Financial Operations Accountant

Senior Financial Operations Accountant

Philadelphia, Pennsylvania, United States

We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savingsand we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

Position Summary:

This is an excellent opportunity for an Accounting/Finance professional with 3-4 years of experience in accounting or finance. This position offers long-term growth within the organization and career mobility. The senior financial operations accountant will be responsible for reconciling and analyzing financial and reinsurance data to ensure accurate and timely cross functional reporting.

Key Responsibilities:

• Manage end-to-end Pareto revenue transactions, including month-end close journal entries and AR reconciliation processes
• Track premiums, claims, commissions, and risk-sharing arrangements
• Finance data pipeline validation into financial metrics
• Liaison between Pareto's controllership team and strategic finance including but not limited to audit prep, due diligence and executive / board presentations.
• Ensure alignment between operational data and financial reporting
• Review and reconcile data between externally prepared financial reporting and member level reporting
• Assist in preparing financial data for statutory filings and board-level reporting packages
• Prepare regular reports, dashboards, and presentations that identify and analyze leading KPI's
• Assist with regulatory compliance including audit, tax, state, and other regulatory functions
• Establish partnerships and working relationships with external and internal department leaders within Pareto
• Support adhoc company strategic initiatives with cross functional collaboration
• Own and continuously improve the custom financial consolidated reporting system, including system enhancements, UAT testing, reporting logic validation, and documentation of data flows and controls to support audit readiness and scalability.

Required Qualifications / Skills:

• Ability to learn complex systems quickly and translate data into financial reporting
• Experience with financial reporting capabilities in the OneStream system
• Strong analytical and reconciliation skills with large data sets
• Solid communication with internal and external partners
• Organization and time management
• Working in a fast-paced environment

Minimum Requirements:

• CPA or MBA preferred
• Bachelor's degree in accounting or finance
• 3-4 Years of accounting experience, either public accounting or industry
• Preferred: Experience with insurance and reinsurance contracts
• Proficiency in Excel (pivot-tables/v-lookups required) with exposure to SQL as a plus

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement
• Engaging hybrid work environment

We are guided by our values:

Fire in the belly

The drive to learn, to improve, and to deliver outstanding value every day.

See the field

The ability to see the big picture and prepare to meet tomorrow's needs.

Get it done right

The passion to produce at higher rates and to the highest standards.

For the greater good

A united community creating better health benefit solutions for all.

Important Notices:

Any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information.

We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.

Disclosures:

ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.

California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.