Sr Accountant

Heathos LLC Holmdel, New Jersey, United States Accounting/Finance

About this position

 

Job Title: Senior Accountant

Reports to: Controller

Location: Holmdel, NJ

 

About Heathos:

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 stge. Our family of brands—FirstEnroll, AdminOne, and SonicMarketing—works together to streamline operations and deliver a seamless insurance experience.

Position Overview: 

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.

Key Responsibilities:

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

Qualifications:

  • 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 the 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 NetSuite preferred.
  • Effective communication and presentation skills, with the ability to interact confidently with senior management and external stakeholders.
  • Strong attention to detail, organizational skills, and the ability to prioritize and manage multiple tasks effectively.
  • Ability to adapt to a fast-paced, dynamic environment and manage competing priorities effectively.
  • 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 the accuracy, integrity, and compliance of reporting while providing strategic insights to support the organization's overall financial objectives. This position offers an opportunity for a seasoned accounting professional to lead a dynamic team and contribute to the continued success of the organization.


Heathos is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the agencies, carriers, and members we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Know Your Rights: Workplace Discrimination is Illegal.

If you have a need that requires accommodation, please let us know here.

Heathos is a binational company and, in order to facilitate efficient collaboration and communication binationally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.