TPA Accounting Manager

Personify Health•Remote,

4d•$120,000 - $140,000

About The Position

Personify Health is hiring a TPA Accounting Manager to own the month-end, quarter-end, and year-end close for its TPA entity. The role ensures accurate, compliant, and controlled financial records and supports TPA initiatives through reliable reporting and audit-ready financials. The manager applies US GAAP, including ASC 606, to TPA contracts and revenue, evaluates performance guarantees and fees at risk, tracks client credits and related exposure, and reconciles large datasets across the ERP, TPA systems, and third-party reports. The role also supports TPA licensing and regulatory and fiduciary account requirements, coordinates with Tax, leads audit preparation, and improves or automates accounting processes.

Requirements

Bachelor’s degree in accounting or finance.
5 to 7 years of progressive accounting or financial operations experience.
Strong working knowledge of US GAAP, including revenue recognition under ASC 606.
Advanced Excel skills and proficiency with Microsoft Office.
Ability to perform root cause analysis on complex, large-volume datasets.

Nice To Haves

Experience in a TPA, health insurance, or broader insurance environment.
Experience with performance guarantees, fiduciary accounts, or statutory reporting.
Experience leading process improvement or automation initiatives.
Hands-on experience with NetSuite, QicLink, and Javelina.

Responsibilities

Lead month-end, quarter-end, and year-end close for key areas of the TPA entity.
Prepare and post journal entries, complete account reconciliations and accruals, and upload data in the ERP according to the close calendar and applicable US GAAP and internal accounting policies.
Identify performance obligations in TPA service contracts and evaluate variable consideration, including performance guarantees and fees at risk, to ensure proper revenue recognition under ASC 606.
Account for client credits related to performance guarantees and communicate potential financial impacts to the business.
Reconcile data across the ERP, TPA systems, and third-party reports, and identify discrepancies before they affect financial statements.
Investigate and resolve discrepancies with system and operations teams, determine root causes, and implement corrective actions.
Prepare TPA financials for license renewals and regulatory and fiduciary account requirements.
Document processes, controls, systems, and workflows to support repeatable, audit-ready operations.
Support the annual audit by preparing the gross-to-net adjustment, providing backup documentation, responding to requests, and resolving open items.
Coordinate with Tax on sales/use tax, legal entity financials, and other tax inputs.
Identify and lead opportunities to simplify reconciliations, reduce manual effort and errors, and automate recurring work.