The Senior Manager, Technical Accounting & SEC Reporting will be responsible for the preparation of US GAAP financials, with anticipated Form 10-K / 10-Q reporting in the future. This role combines technical accounting and SEC reporting leadership with hands-on ownership of the general ledger (GL) and month-end close, and will collaborate closely across internal departments to ensure the accuracy, completeness, and timeliness of Aledade’s financial results.
On the technical side, the Senior Manager will monitor current activity of the FASB, SEC, and other authoritative bodies to identify the impact of new pronouncements and comment letters on Aledade’s accounting policies and disclosures, researching US GAAP and documenting thorough analyses and accounting-treatment conclusions for technical matters including revenue recognition, share-based compensation, and other complex and non-routine areas. The role will also prepare and review lender-related communication and reporting packages, including covenant-compliance reporting under the Company’s credit agreements.
On the GL and close side, the Senior Manager will own and continuously improve core month-end close activities including the review of accruals, internal-use software capitalization, and balance sheet reconciliations and will drive automation and acceleration of the close, championing a faster, better-controlled, and more scalable financial-statement close as Aledade prepares for the demands of public-company reporting.
We are flexible with respect to geographic location, and the ideal candidate will be comfortable working remotely/work from home within the US or be based from Bethesda, MD office.
Primary Duties:Technical accounting & SEC reporting:
- 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.
General ledger & month-end close:
- 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.
Process improvement, automation & acceleration:
- 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.
Minimum Qualifications:
- 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.
Preferred knowledge, skills, and/or abilities:
- 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.
Physical Requirements:
- Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required.
Skills Required
- Bachelor's Degree in Accounting or Finance
- CPA and/or public accounting experience
- 10-12+ years of relevant accounting and reporting experience, including GL/month-end close ownership
- Proficient technical accounting skills and thorough understanding of US GAAP and SEC reporting
- Hands-on experience owning month-end close activities, including accruals, reconciliations, and internal-use software capitalization (ASC 350-40)
- Demonstrated experience automating or accelerating the close using close-management, reconciliation, or ERP tools
- Experience applying and adopting 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
- Strong analytical, quantitative, accounting research, communication, and interpersonal skills
Aledade Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aledade and has not been reviewed or approved by Aledade.
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Fair & Transparent Compensation — Pay is often characterized as fair or pretty good for the work, with occasional remarks that compensation is among the best experienced in a career.
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Leave & Time Off Breadth — Time off provisions stand out, including a strong PTO allotment early on and an additional long-tenure sabbatical benefit.
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Parental & Family Support — Paid parental leave is positioned as a meaningful, broadly applicable benefit for new parents.
Aledade Insights
What We Do
Aledade is the largest network of independent primary care, enabling clinicians to deliver better patient outcomes and generate more savings revenue through value-based care. Aledade’s data, personal coaching, user-friendly workflows, health care policy expertise, strong payer relationships and integrated care solutions enable primary care organizations to succeed financially by keeping people healthy. Together with more than 1,900 practices and community health centers in 45 states and the District of Columbia, Aledade manages accountable care organizations that share in the risk and reward across more than 200 value-based contracts representing more than 2.5 million patient lives. To learn more, visit www.aledade.com or follow on X (Twitter), Facebook or LinkedIn.
Why Work With Us
At Aledade, we’re all about doing good for patients, practices and society - which is why we’re so passionate about value-based care and the work we do every day. Because we’re working to benefit all of society, we believe the best way to do so is to utilize all of our team members and their unique experiences, interests, backgrounds and beliefs.
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