Note: The job is a remote job and is open to candidates in USA. Aledade is a healthcare company focused on empowering independent primary care and advancing value-based care. The Senior Manager, Technical Accounting & SEC Reporting will lead US GAAP financial reporting, technical accounting research, SEC reporting preparation, lender reporting, and external audit coordination. The role will also own general ledger and month-end close activities while driving process improvements, automation, and stronger financial controls.
Responsibilities
- Lead the financial reporting process, including the preparation of US GAAP financial statements and related disclosures
- Facilitate the review of financial statements with external auditors, the Executive Leadership Team, the Audit Committee of the Board of Directors, and other operational leaders as needed
- Drive technical accounting research, analysis, documentation, and enablement for significant or complex accounting matters (e.g., revenue recognition, guarantees, share-based compensation)
- Oversee the preparation of accounting entries and memos for complex matters, including but not limited to revenue recognition, acquisition accounting, and stock-compensation expense
- Work with external auditors to coordinate the quarterly reviews and the annual audit
- Ensure effective controls (SOX) around SEC reporting, internal reporting, and the technical accounting process
- Prepare and review lender-related communication packages, including quarterly/annual reporting packages, covenant-compliance certificates and calculations, and other information requested under the Company’s credit agreements; coordinate with Treasury/FP&A and respond to lender and agent inquiries
- Own and review month-end and quarter-end accruals, ensuring completeness, accuracy, and appropriate support; establish and monitor accrual materiality thresholds and roll-forward discipline
- Review internal-use software (ASC 350-40) capitalization, including the capitalizable-labor and benefit-load basis, useful-life/amortization, and impairment/sunset assessments
- Own the balance sheet reconciliation review, ensuring all significant accounts are reconciled timely, reconciling items are cleared, and reviewer sign-offs are evidenced for SOX purposes
- Prepare, review, and post journal entries, and perform period-over-period fluctuation analysis to explain and support movements above defined thresholds
- Coordinate and oversee other financial-statement close activities and miscellaneous close tasks, partnering with FP&A, Payroll, and business owners to resolve open items
- Lead the implementation of process and/or system improvements related to reporting, the GL, and technical accounting
- Identify and implement best practices to automate and accelerate the financial statement close process, reducing cycle time while strengthening controls
- Develop strong cross-functional relationships and serve as a key business partner to ensure all transactions are properly reflected in the financial statements
Skills
- Bachelor's Degree in Accounting or Finance required; CPA and/or public accounting experience required
- 10-12+ years of relevant accounting and reporting experience, including general ledger / month-end close ownership
- Proficient technical accounting skills and a thorough understanding of US GAAP and SEC reporting
- Hands-on experience owning month-end close activities, including accruals, reconciliations, and internal-use software capitalization
- Demonstrated experience automating or accelerating the close using close-management, reconciliation, or ERP tools
- Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required
- Experience with the application and adoption of new accounting standards
- Experience with close-management and reconciliation platforms (e.g., FloQast) and ERP systems (e.g., NetSuite)
- Familiarity with automation / analytics tools (e.g., SQL, Power BI/Tableau, Alteryx) and AI-enabled accounting workflows
- Attention to detail with a high level of accuracy and consistency in preparing work
- Excellent analytical, quantitative, and accounting research skills
- Experience leading significant business process changes and automation initiatives
- Able to effectively handle multiple projects simultaneously in a deadline-driven environment
- Excellent verbal, written communication, and interpersonal skills
Benefits
- Flexible work schedules and the ability to work remotely are available for many roles
- Health, dental and vision insurance paid up to 80% for employees, dependents and domestic partners
- Robust time-off plan (21 days of PTO in your first year)
- Two paid volunteer days and 11 paid holidays
- 12 weeks paid parental leave for all new parents
- Six weeks paid sabbatical after six years of service
- Educational Assistant Program and Clinical Employee Reimbursement Program
- 401(k) with up to 4% match
- Stock options
Company Overview