Sr Accountant

Heathos is transforming the healthcare insurance landscape through a connected, data‑driven ecosystem that simplifies complexity and drives long‑term success. Built on trust, innovation, and integrity, we provide technology, services, and insights that support agencies, carriers, and members at every stage. Our family of brands—First Enroll, Admin One, and Sonic Marketing—work together to streamline operations and deliver a seamless insurance experience.

Job Title: Senior Accountant

Reports to: Controller

Location: Holmdel, NJ

The Senior Accountant is responsible for overseeing reporting, compliance, and accounting operations within the organization. This role requires a thorough understanding of accounting principles (GAAP), financial regulations, and reporting standards. The Senior Accountant will work with a team of accounting professionals to ensure accurate and timely reporting, maintain compliance with regulatory requirements, and provide strategic financial insights to support decision‑making.

• Reporting: Assist the preparation and analysis of monthly, quarterly and annual financial statements, including income statements, balance sheets, and cash flow statements, ensuring accuracy and compliance with GAAP and relevant regulatory standards.
• Month and year end close process: Assist with month‑end and year‑end close activities.
• Journal entries: Review details and prepare adjusting journal entries where necessary.
• Internal controls: Ensure adherence to internal controls and accounting policies throughout the reporting process.
• Review reports, including balance sheets, income statements, and cash flow statements, for completeness, accuracy, and consistency.
• Reconciliation: Ensure that all balance sheet accounts are reconciled monthly.
• Reserve accounts: Review and analyze all reserve accounts and ensure the balance is appropriate.
• Financial Analysis: Conduct financial analysis to support decision‑making, budgeting, and forecasting activities; provide insights and recommendations to senior management based on financial performance and trends.
• Audit Coordination: Serve as the primary point of contact for external auditors; coordinate audit activities, provide requested documentation and explanations, and ensure audit findings are addressed promptly.
• Process Improvement: Identify opportunities to streamline accounting processes, improve efficiency, and enhance internal controls to mitigate risks and strengthen reporting integrity; implement technological solutions to automate repetitive tasks and optimize resource allocation.
• Compliance Management: Ensure compliance with all applicable financial regulations, including tax laws and regulatory filings; stay abreast of changes in accounting standards and implement necessary adjustments.
• Team Leadership: Manage and develop a team of accounting professionals, providing guidance, training, and support to ensure high performance and professional growth.
• Communication: Communicate financial results and key metrics to internal stakeholders; present complex financial information in a clear and concise manner.

• Bachelor’s degree in accounting; CPA certification preferred but not required.
• 5+ years of progressive experience in accounting, with at least 2 years in a supervisory or managerial role.
• In-depth knowledge of GAAP, reporting standards, and regulatory requirements.
• Strong analytical skills and ability to interpret complex financial data.
• Excellent leadership and team management skills, with a proven ability to motivate and develop staff.
• Advanced proficiency in accounting software and Microsoft Excel; experience with Net Suite preferred.
• Effective communication and presentation skills, interacting confidently with senior management and external stakeholders.
• Strong attention to detail, organizational skills, and ability to prioritize and manage multiple tasks.
• Ability to adapt to a fast‑paced, dynamic environment and manage competing priorities.
• Proven track record of driving process improvements and implementing best practices in accounting and reporting functions.

The Senior Accountant plays a critical role in ensuring…