Senior Revenue Accountant

10 hours ago

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Included Health

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SaaS • B2B • HR Tech

Included Health is a healthcare technology company that delivers personalized, employer- and health-plan-focused primary, urgent, and behavioral health care through a single app and a network of virtual and in-person services. It blends AI-driven tools and human care teams to provide 24/7 care coordination, billing and claims advocacy, second opinions from leading specialists, and mental-health support, with the goal of lowering employer healthcare costs and improving member experience and inclusivity.

1001 - 5000 employees

☁️ SaaS

🤝 B2B

👥 HR Tech

📋 Description

• Take ownership of complex contract order management and the set up of related deals in Workday. • Manage the system setup of all sales contracts within relevant business systems (usage, subscription, and amendment levels) to ensure completeness and accuracy throughout the monthly and quarterly close process. • Collaborate with business partners (Accounting, IT, FP&A, and Engineering) to initiate and implement process improvements to the quote-to-cash process to increase operational efficiencies while maintaining the integrity and accuracy of the underlying accounting records. • Work with teams to automate quote to cash and establish traceable and auditable evidence for order fulfillment, monthly usage rating, and applicable reporting. • Be responsible for applying, enforcing, and executing the Company's revenue recognition policy as it relates to the performance of revenue accounting. • Able to clearly articulate results, variances and demonstrate an understanding of the root cause to management. • Establish controls necessary to ensure that revenue forecasts, deferred revenue balances, and revenue accounting execution are compliant with company policy and GAAP. • Provide audit support for control and substantive testing and prepare schedules requested by internal and external auditors. • Participate in the month- and quarter-end close process and related responsibilities for the accounting department including leading close activities by preparing journal entries, maintaining account reconciliations, and ensuring all deadlines are met. • Create and publish metrics to capture, control and report Revenue Operations team effectiveness. • Streamline systems and reporting tools to ensure efficient and accurate recording and proper classification of revenue. Participate in systems upgrades and enhancements as necessary. • Ad Hoc reporting and project lead/engagement.

🎯 Requirements

• Bachelor’s degree in Finance/Accounting with minimum of 5 years experience preferred; CPA/MBA highly desirable. • Background in understanding and applying software and SaaS revenue accounting literature. • A combination of Public and Industry Accounting experience is desired. • Ability to manage complexity well and demonstrated experience managing across functions and businesses to accomplish large scale goals in a large, public company environment. • Confidence, good judgment, energy and personality to work in a dynamic, multi-business unit environment across all levels of management and across business units and functions. • Strong end-to-end process orientation with demonstrated analytical thinking, organizational skills and problem-solving skills. • Ability to influence people indirectly and work with people in multi-functional roles. • Excellent analytical and organizational skills, time prioritization and risk assessment. • Working knowledge of Workday ERP and Sales Force is a plus. • Strong Excel and/or Google Sheets processing skills. • Experience in Looker and other dashboard platforms is a plus. • Excellent written and verbal communications, presentation and influencing skills, including the ability to raise issues appropriately to the right level internally and externally to resolve.

🏖️ Benefits

• Remote-first culture • 401(k) savings plan through Fidelity • Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance) • Paid Time Off ("PTO") and Discretionary Time Off (“DTO”) • 12 weeks of 100% Paid Parental leave • Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies. • Work-From-Home reimbursement to support team collaboration home office work