Senior Accounting Manager

Posted 3 Days Ago
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San Francisco, CA, USA
Hybrid
165K-190K Annually
Senior level
Artificial Intelligence • Healthtech • Other • Productivity • Telehealth • Conversational AI • Generative AI
Assort Health is building healthcare that remembers.
The Role
Lead end-to-end Order-to-Cash and ASC 606 revenue recognition, run monthly revenue close and three-way reconciliations, manage audits and offshore AR resources, build revenue reporting and controls, partner cross-functionally on billing, tax, and product launches, and champion AI-first accounting workflows.
Summary Generated by Built In

Building Healthcare That Remembers

Every time you call a doctor's office, the system forgets you the moment you hang up. You wait on hold, explain everything from scratch, get bounced between lines, and hope someone follows up. Everyone has felt this. No one should have to.

At Assort Health, we're building one continuous conversation for every patient. An AI agent that knows who you are, remembers how you like to be reached, and carries that context from your first symptom to your full recovery. What began as the first voice AI agent to schedule a specialty appointment has become the largest proprietary specialty dataset in healthcare: 190 million patient interactions, 62,000 care protocols, 1.6 million decision pathways.

We went from 15 people in 2025 and will cross 250 by the end of 2026. Revenue is up 20x in 15 months and we've raised $222 million, including a recent $120 million Series C at a $1.2 billion valuation. We've also been named to the Forbes Cloud 100 and the 2026 Enterprise Tech 30 as the only healthcare AI company on the list!

Healthcare spends $1.1 trillion a year on administration instead of care. If you want to help change that, apply below.

In this role, you will:
  • Own Order-to-Cash end-to-end — from contract signature through cash application. Design and operate the invoicing, collections, and revenue recognition workflows so that contract, provisioning, and pricing data flow seamlessly through Tabs, Stripe, and Campfire.

  • Lead the monthly revenue close — targeting a 5 business day close, run the three-way SFDC / Tabs / Campfire reconciliation, sign off on revenue-side journal entries, and produce audit-ready flux analysis.

  • Own ASC 606 revenue recognition — including technical accounting memos for usage-based revenue, multi-element arrangements, contract modifications, standalone selling price (SSP) allocations, deferred revenue, contra-revenue, and deferred sales commissions under ASC 340-40.

  • Lead the 2nd AICPA audit (FYE 2027) — kicking off September 2027, manage the auditor PBC list, coordinate with our external Big4/regional CPA advisors, and defend our revenue and close positions directly. Prepare the organization for FY27 PCAOB scoping later in 2027.

  • Partner cross-functionally on customer billing decisions — with the CEOs, Finance, Customer Success, and Sales teams — pricing changes, credits, refunds, billing disputes, contract amendments, package restructures. You are the finance voice in those conversations.

  • Manage the offshore accounting team — 1-2 offshore resources supporting AR application and routine reconciliations. Set quality standards, review work product, and build the playbooks that let offshore scale.

  • Build revenue reporting and dashboards — AR aging, DSO trends, cash forecasting, revenue waterfall, deferred revenue roll-forward. Partner with FP&A on revenue forecast accuracy and variance analysis.

  • Partner with Engineering and Product — on Tabs configuration for new product launches, billing logic reviews, and revenue treatment for new SKUs and packaging changes. Sit in product reviews when revenue treatment is material.

  • Own sales & use tax compliance — implement a sales tax engine integrated with Tabs/Stripe, manage nexus and registrations, and run monthly filings and remittances.

  • Design and document internal controls — for the revenue and close cycle in preparation for SOX 404 scoping in 2027. Own the ICFR narrative for revenue.

  • Champion AI-first accounting workflows — you should be using Claude, ChatGPT, Notion AI, and similar tools daily for memo drafting, anomaly detection, revenue variance investigation, contract review, and audit preparation. If your instinct is not "can AI do this first," this role is not a fit.

We're looking for someone who:
  • Has 6-9 years of progressive accounting experience — with at least 4 years at high-growth SaaS or enterprise software companies at Series B-D stage.

  • Has hands-on, expert experience with a usage-based billing platform — Tabs (strongly preferred), Maxio (Chargify), Chargebee, Zuora, or Stripe Billing at meaningful scale.

  • Has personally written ASC 606 revenue recognition memos — and defended them to external auditors. Multi-element arrangements, SSP allocation, contract modifications, and deferred commissions are all in your working knowledge.

  • Has strong three-way reconciliation muscle — across billing platform, payment processor, and general ledger. You can spot a reconciliation break and know how to find it fast.

  • Has direct experience with Big4 or strong regional audit firms — as the internal audit lead — you have managed a PBC list, run audit meetings, negotiated materiality, and closed an audit.

  • Is an expert in ERPs and ready to take on Campfire — with NetSuite as a requirement and Campfire as a strong plus. You are fluent in many other accounting applications such as Quickbooks, Ramp, Rippling, Pulley/Carta, and others.

  • Is genuinely AI-first in workflow — not just "open to AI" — you already use AI tools daily and can walk through specific ways you have used them to accelerate close, audit, or memo work.

  • Communicates with clarity across functions — you can hold your own in a room with Engineering discussing billing logic, with Sales discussing contract terms, with the CEO discussing revenue treatment, and with auditors discussing materiality.

  • Is builder-oriented and comfortable in ambiguity — this is a hire that will define the O2C function. If you want detailed playbooks handed to you, this role will be uncomfortable.

Nice to have
  • Healthcare or healthtech industry experience — including HIPAA awareness and familiarity with payer/provider economics.

  • Direct experience scaling a finance function — from pre-Series C through IPO, ideally as the first or second accounting hire.

  • Prior public company experience — SOX 404, ICFR documentation, materiality assessments, and quarterly close cadence.

  • Experience with a billing platform migration or implementation — e.g., from Stripe Billing to Tabs/Maxio, or Zuora to Chargebee.

  • Experience with modern close-management platforms — Campfire, FloQast, Numeric, or BlackLine at admin level.

  • Experience supervising offshore accounting teams — in India or Philippines.

Benefits & Perks for Assorties
  • 💸 Competitive Compensation – Including salary and employee stock options so you share in our success.

  • 📚 Lifelong Learning – Annual budget for professional development, plus training opportunities to help you grow.

  • 💻 Office Setup Stipend – We’ll outfit your in-office workspace so comfy as it's productive.

  • 🩺 Top-Tier Health Coverage – Medical, dental, and vision insurance, because your health comes first.

  • 🏖 Flexible PTO – We trust you to take the time you need to recharge and come back ready to crush it.

  • 🥗 Meals & Snacks – Lunch, dinner, and snack breaks that fuel great ideas.

  • 💪 Fitness Stipend – Your wellness matters. We reimburse monthly membership costs to support your health.

  • 🚆 Commuter Benefits – We cover eligible transportation costs to make your trip to work easier.

  • 👵 401(k) – Build your retirement savings.

How We Work & What We Value

Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!
Please note: the Assort Health Talent Team will only email you from an assorthealth.com email address.

Skills Required

  • 6-9 years progressive accounting experience with at least 4 years at high-growth SaaS or enterprise software (Series B-D)
  • Hands-on experience with usage-based billing platforms (Tabs, Maxio/Chargify, Chargebee, Zuora, Stripe Billing)
  • Experience with Tabs (strongly preferred)
  • Personally written and defended ASC 606 revenue recognition memos (usage-based revenue, multi-element arrangements, SSP allocations, contract modifications) and ASC 340-40 deferred commissions
  • Strong three-way reconciliation across billing platform, payment processor, and general ledger
  • Direct experience leading audits with Big4 or strong regional firms; managed PBC lists and audit close
  • Expert in ERPs with NetSuite required
  • Experience with Campfire or other close-management platforms (FloQast, Numeric, BlackLine) is a strong plus
  • Familiarity with accounting and HR/finance apps (QuickBooks, Ramp, Rippling, Pulley/Carta)
  • Daily, demonstrable use of AI tools (Claude, ChatGPT, Notion AI) to accelerate close, audit, memo drafting, and investigations
  • Experience designing and documenting internal controls for revenue and preparing ICFR/SOX 404 readiness materials
  • Ownership of sales & use tax compliance including tax engine integration, nexus management, filings and remittances
  • Experience supervising or managing offshore accounting teams (India or Philippines)
  • Prior public company experience (SOX 404, quarterly close cadence) or experience scaling finance toward IPO
  • Experience with billing platform migrations or implementations
  • Strong cross-functional communication with Engineering, Sales, Customer Success, CEOs, and auditors

Assort Health Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Assort Health and has not been reviewed or approved by Assort Health.

  • Fair & Transparent Compensation Pay is presented as competitive across a wide range of roles, with explicit bands disclosed in many postings. Total compensation components are consistently framed around base pay plus equity, signaling clear structure.
  • Equity Value & Accessibility Employee stock options are widely offered across functions, enabling participation in company upside. Equity is positioned as a core element of compensation rather than a niche perk.
  • Leave & Time Off Breadth Unlimited PTO is prominently advertised, indicating broad time-off flexibility. This policy is presented as a standard part of the package across multiple roles.

Assort Health Insights

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The Company
HQ: San Francisco, CA
215 Employees
Year Founded: 2023

What We Do

From call center automation and form intake to referrals, document processing, outreach, and payments, we manage the entire patient journey for providers. Our platform is the most widely used AI agents platform for the patient journey, built on 190 million patient interactions across 23 specialties and a model that handles the complexity general-purpose AI can't. Healthcare organizations see a 5% lift in appointment volume, a 115% increase in labor capacity, and a 4.3 out of 5 patient satisfaction score. With over $222M raised from Menlo Ventures, Lightspeed, First Round Capital, Apolo Ohno, and Joe Montana, Assort is becoming the standard for how providers use AI to transform the patient journey Learn more at assorthealth.com.

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