Accounting Manager

🕒 May 28

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PerfectServe

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2003

⚕️ Healthcare Insurance

☁️ SaaS

💰 Private Equity Round on 2018-05

Healthcare Insurance • SaaS

PerfectServe is a healthcare technology company that specializes in clinical communication and collaboration solutions. The company provides tools to improve communication between healthcare professionals, streamline clinical workflows, and enhance patient engagement. Its products include medical answering services, provider scheduling, and a healthcare operator console, all designed to ensure effective and secure communication across care settings. PerfectServe aims to reduce administrative burdens and support provider wellness while maintaining compliance with industry regulations. Trusted by over 30,000 healthcare organizations, PerfectServe integrates with existing healthcare systems to optimize provider scheduling, improve patient and family communication, and enable virtual care.

📋 Description

• Lead the monthly, quarterly, and annual close processes, ensuring timely and accurate financial statements. • Prepare and review journal entries, reconciliations, accruals, and supporting schedules. • Review work prepared by the team and provide constructive feedback to ensure accuracy and consistency. • Maintain compliance with GAAP and internal accounting policies. • Own revenue accounting for subscription and usage‑based SaaS models. • Review customer contracts for appropriate revenue treatment under ASC 606. • Manage deferred revenue schedules and ensure accurate revenue cutover and allocation. • Serve as a subject‑matter expert for revenue-related questions across the team. • Directly manage and develop a team of accounting professionals. • Provide regular coaching, mentorship, and career development guidance. • Conduct recurring 1:1 meetings, performance check‑ins, and goal‑setting conversations. • Set clear expectations, delegate effectively, and ensure accountability for deliverables. • Support onboarding and training of new team members, reinforcing best practices and documentation. • Foster a collaborative, high‑performing team culture with an emphasis on continuous improvement. • Evaluate and enhance accounting workflows to support scalability and team efficiency. • Identify opportunities to streamline processes, reduce manual work, and leverage automation. • Assist with the implementation or optimization of accounting systems. • Strengthen internal controls, documentation, and review procedures. • Prepare audit schedules and serve as the primary liaison for external auditors. • Coordinate audit requests across the team and ensure timely, accurate responses. • Ensure compliance with GAAP, company policies, and applicable regulatory requirements. • Support FP&A with actuals, variance analysis, and budgeting inputs. • Partner with Sales, Product, and Operations to provide accounting guidance on new product features, pricing models, or monetization changes. • Help translate accounting requirements for non‑finance stakeholders.

🎯 Requirements

• Bachelor’s degree in Accounting or Finance; CPA or progress toward CPA strongly preferred. • 5–8+ years of progressive accounting experience. • 2+ years of direct people management experience, including coaching and performance management. • Strong understanding of SaaS revenue recognition (ASC 606), deferred revenue, and subscription billing. • Experience with modern accounting systems (e.g., NetSuite). • Proven ability to lead, develop, and motivate a team in a fast‑paced environment. • Excellent analytical, organizational, and communication skills. • Strong attention to detail with the ability to balance accuracy and deadlines. • Demonstrated experience improving processes and scaling accounting operations.

🏖️ Benefits

• Remote first work environment • Health, Dental, Vision, Life and Disability Insurance options available day one. • 401K - with match and immediately vested. • 17 company holidays, 2 floating holidays plus competitive paid time off policy • Internal Advancement Opportunities