Point C [https://pointchealth.com] is a National third-party administrator (TPA) with local market presence that delivers

customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market

– to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost

containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity,

pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company.

Point C is seeking a detail-oriented and highly motivated Staff Accountant to join our growing team. Reporting directly to the

Controller, this role will serve as a key member of the Accounting Department and play an essential role in maintaining the

integrity of financial records, supporting custodial account operations, and ensuring compliance with accounting standards and

internal controls.

The ideal candidate will possess a strong accounting foundation, exceptional attention to detail, and experience managing cash

activity, reconciliations, and client or custodial accounts. This position requires the ability to analyze financial transactions,

maintain accurate accounting records, and collaborate closely with operations, client service, and management teams.

PRIMARY RESPONSIBILITIES:

Prepare monthly reconciliations and analysis of custodial accounts, ensuring accurate recording of client assets, cash

transactions, deposits, withdrawals, transfers, and balances.

Monitor custodial account activity, investigating and resolving discrepancies or reconciling items in a timely manner.
Ensure all custodial transactions are properly documented, authorized, and recorded in accordance with company policy and

regulatory requirements, supporting the safeguarding of client assets through strong internal controls.

Monitor aged receivables, communicate professionally with clients on outstanding balances, and support collection efforts while

maintaining positive client relationships.

Manage daily cash receipts, deposits, and custodial transaction totals, maintaining accurate records of all custodial cash

movement.

Prepare and record bank and cash reconciliation entries, ensuring timely reconciliation of revenue, receivables, and custodial

cash balances.

Monitor cash activity, assist with treasury management functions, and promptly investigate unusual transactions or variances.
Participate in internal audits, compliance reviews, and process improvement initiatives to strengthen financial controls over

custodial funds and client assets.

Partner with operations, client service, and management teams to resolve accounting issues and improve financial processes.
Identify opportunities to automate or streamline accounting and reconciliation procedures.
Communicate effectively with internal stakeholders, financial institutions, auditors, and external vendors.

QUALIFICATIONS:

Bachelor's degree in Accounting, Finance, Business Administration, or related field.
2+ years of accounting experience, preferably involving cash management, reconciliations, or custodial/client account

administration.

Strong understanding of GAAP and accounting principles.
Advanced proficiency with Microsoft Excel and Microsoft Office Suite.
Excellent analytical, organizational, and problem-solving skills.
Strong written and verbal communication abilities.
Ability to manage multiple priorities while maintaining a high level of accuracy.
Demonstrated attention to detail and commitment to maintaining confidential information.
Experience with general ledger accounting, account reconciliations, and financial reporting (preferred).
Strong understanding of cash reconciliation and treasury management activities (preferred).
Ability to work independently while contributing as a collaborative team member (preferred).
Experience working with custodial accounts, trust accounts, escrow accounts, client funds, or similar financial structures

(preferred).

Knowledge of financial services, asset management, trust operations, or custody-related accounting practices (preferred).
Experience with Sage Intacct (preferred but not required).

Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for

additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales

commissions that are based on the terms of the sales commission plan applicable to the role.

Pay Transparency

$35,000—$38,000 USD

Benefits:

Comprehensive medical, dental, vision, and life insurance coverage
401(k) retirement plan with employer match
Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
Paid time off (PTO) and disability leave
Employee Assistance Program (EAP)

Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness

each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health

is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including

selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and

recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability,

mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual

orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

Roll

Staff Accountant — Custodial Accounting

Kategori

Other

Plats

United States - Remote

Publicerad

22 juli

Sista ansökningsdag

22 augusti

Källa

Arbetsgivarens hemsida

Taggar för det här jobbet

Other

Liknande jobb

Customer Success Manager

CyberSheath•United States - Remote

CyberSheath Services International LLC is a rapidly growing Managed Services Provider primarily focused on providing CMMC Compliance and Cybersecurity services to the Defense Industrial Base (DIB). We are excited to be expanding our staff due to our growth and are looking to add a Customer Success Manager to our team! CyberSheath integrates compliance and threat mitigation efforts and eliminates redundant security practices that don’t improve and, in fact, may weaken an organization’s security posture. Our professionals advise clients where to stop spending, where to invest, and how to take what they are already doing and integrate it in a way that delivers improved security. Successful candidates for CyberSheath are self-motivated, think out of the box, work, and solve issues independently. Confident, ‘doers’ who ‘get the job done’ and strive to ‘do the right thing, even when no-one is looking’ are the types of candidates who strive in our culture. Additionally, our most successful team members are self-starters and willing to put on many hats to succeed. CyberSheath is fast-growing and seeks candidates who want to be part of our upward trajectory. About the Role CyberSheath, a fast-growing, 2x private equity-backed cybersecurity company, is seeking a Customer Success Manager (CSM) who can own outcomes—not tasks—and serve as the single point of accountability for their customers’ success. This is a high-ownership, customer-facing role for someone who can think like a general manager of their accounts and drive results through internal execution, not by passing problems down the line. CSMs at CyberSheath are the single point of accountability—customers don’t need to understand our org chart because their CSM handles everything. This includes onboarding, managing the execution of compliance and technical projects, coordinating internal teams, escalating risks with solutions, and creating long-term customer satisfaction. The ideal candidate has strong business acumen, an understanding of the intersection between compliance, cybersecurity, and IT, and a relentless focus on execution, retention, and upsell opportunity identiﬁcation. You will not succeed in this role by reacting to emails and attending meetings all day. This role requires structured thinking, disciplined work habits, and true customer ownership Key Responsibilities * Customer Ownership – Act as the single point of accountability for a portfolio of managed service customers. Own the relationship, retention, and the customer’s experience * Execution Coordination – Manage the execution of onboarding, corrective action plans, technology rollouts, environment builds, and other technical projects— ensuring technicians and internal teams stay on task, on time, and a CSM is not a technical subject matter expert, more like a conductor of the orchestra than an instrument player. * Project & Process Management – Use existing playbooks to manage project workﬂows, but also reﬁne and scale them as you identify improvements * Escalation with Accountability – Identify issues early, propose mitigation paths, and escalate with clarity—not chaos. You are accountable for resolution, not just * Strategic Relationship Building – Create meaningful relationships across customer orgs (technical, operational, and executive) to ensure depth and stability in the account. * Business Reviews & Customer Communication – Conduct structured quarterly business reviews, track KPIs, and clearly communicate outcomes, progress, and risks. * Instrumentation & Organization – Use internal dashboards and available data (ticket queues, backlog, VIP activity, escalations) to guide your priorities. If it’s off track, you’re already on it. * Retention & Upsell Support – Monitor health indicators and expand account value by identifying upsell opportunities and ensuring contract renewals. * Internal Team Leadership – Hold internal teams accountable to deadlines and standards. Everyone at CyberSheath is empowered to do what’s required to deliver great service—you included. What Success Looks Like * Customers are never confused about who to contact—they rely on you, and you know who to loop in. * Projects are completed on time, with zero surprises. * Internal teams are responsive and accountable because you hold them to it. * You surface issues before they become churn risks. * Your accounts renew, expand, and consistently deliver positive feedback. * You run your day with data, not noise. * You are a trusted, strategic advisor to your customer—not just a project Who You Are * Execution-Driven – You don’t pass problems along; you ﬁx them. * Organized & Disciplined – You structure your day, know your metrics, and guide internal teams with clarity. * Customer-Focused – You know how to speak to business leaders and ensure our services drive real customer value. * Accountable – You take full ownership of customer outcomes and internal execution, even when it’s messy. * Proactive Communicator – You don’t wait for things to break—you see risk coming and address it early. * Process-Oriented but Flexible – You follow the playbook, but you’re always looking for ways to improve and scale it. Why This Role? * Own your customer relationships, top to bottom—with the authority to make things happen. * Work at the heart of compliance, cybersecurity, and managed IT for mission-critical clients in the defense industrial base. * Join a team that values ownership, urgency, and accountability. * Get access to a complete set of tools and data—you just need to take initiative and act. * Work remotely in a high-performance culture with a team that shares your standards. * Be measured on the things that matter: execution, retention, and customer impact. Preferred Qualifications * A minimum of 5 years of experience as a CSM in a tech-focused environment (MSP-preferred) * Deep knowledge and understanding of IT systems and platforms * Experience providing end-user technical support * Certifications: A+, Security+, Network+, AZ-900, CISM, CCNA Work Environment * A virtual work environment CyberSheath is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, age, protected veteran status, among other things, or status as a qualified individual with a disability. Budgeted Pay Range $100,000—$115,000 USD

Sista ansökan: 29 aug.Publicerad: 29 juli

Other

Workforce Manager

Point C•United States - Remote

Point C [https://pointchealth.com] is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market – to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company. The Workforce Manager is responsible for supporting workforce management systems, forecasting workload demand, scheduling staff, and optimizing staffing efficiency across operations. This role ensures accurate reporting, system configuration, and performance monitoring to improve service levels, productivity, and operational outcomes. Primary Responsibilities: * Analyze historical data to forecast call volume/workload trends * Develop short-term and long-term staffing models * Monitor real-time adherence and staffing levels * Recommend adjustments based on performance metrics * Build and maintain employee schedules * Manage shift bids, PTO planning, and staffing coverage * Support intraday management decisions * Ensure staffing aligns with service-level goals * Maintain Workforce Management platforms (e.g., Zendesk, ADP) * Configure queues, skills, schedules, and forecasting inputs * Troubleshoot system issues and partner with IT/vendors * Support upgrades and enhancements * Partner with operations leaders on staffing strategies * Identify efficiency improvement opportunities * Support workforce planning meetings / Maintain documentation and process workflows Qualifications: * Bachelor’s degree in Business, Analytics, IT, or related field (or equivalent experience) * 2+ years’ Workforce Management or call center analytics experience * Experience with WFM platforms (Zendesk, HubSpot, Verint, NICE, Aspect, UKG, Genesys, etc.) * Advanced Excel skills (pivot tables, formulas, trend analysis) * Strong analytical and problem-solving ability * Attention to detail and data accuracy * Experience supporting multi-site or multi-channel environments preferred * SQL, Power BI, or Zendesk “CRM” experience preferred * Knowledge of forecasting models preferred * Healthcare, contact center, or operations background preferred Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role. Pay Transparency $65,000—$75,000 USD Benefits: * Comprehensive medical, dental, vision, and life insurance coverage * 401(k) retirement plan with employer match * Health Savings Account (HSA) & Flexible Spending Accounts (FSAs) * Paid time off (PTO) and disability leave * Employee Assistance Program (EAP) Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

Sista ansökan: 29 aug.Publicerad: 29 juli

Other

Staff Accountant

Vercel•Hybrid - San Francisco

ABOUT VERCEL: Vercel is the agentic infrastructure company. We free people and agents to ship what’s next. For more than a decade, Vercel has shaped how the web is built. As the team behind Next.js, v0, and AI SDK, we create products that help builders move from idea to production with speed, security, and exceptional developer experience. Now, software is entering a new era, and the next generation of products will not just be used by people. They will be built, extended, and operated by agents. We are building the platform for that future, trusted by companies like OpenAI, PayPal, Ramp, Supreme, and millions of developers worldwide. Whether you’re building our products, supporting our customers, growing our community, or shaping our story, you’ll help define what comes next. ABOUT THE ROLE: We are looking for a Staff Accountant to join our accounting team team. This role is crucial for maintaining accurate financial records and supporting our accounting close process. This role offers the opportunity to contribute to the efficiency and effectiveness of our processes as the accounting team prepares to operate as a public company. You will report to the Senior Manager of Accounting. If you’re based within a pre-determined commuting distance of one of our offices (SF, NY, London, or Berlin), the role includes in-office anchor days on Monday, Tuesday, and Friday. If you're located beyond that distance, the role is fully remote. For location-specific details, please connect with our recruiting team. WHAT YOU WILL DO: * Support the monthly and quarterly close process, ensuring accuracy, completeness and timeliness of assigned areas, including preparing journal entries, performing reconciliations, and conducting flux analysis. * Responsible for accounting activities related to cash, prepaid expenses, fixed assets, and intangibles. * Provide detailed reports and analyses to internal stakeholders to support financial reporting and decision-making. * Assist in responding to audit requests. Ensure that all accounting practices comply with internal controls and external regulations. * Identify and recommend improvements to accounting processes and procedures to enhance efficiency and accuracy. * Assist in the development and implementation of new accounting policies and practices. * Build and use AI agents to automate daily activities. * Support other special projects as they arise. ABOUT YOU: * Bachelor’s degree in Accounting, Finance, or a related field. * 1+ years of relevant accounting experience, preferably Big 4 public accounting or high-growth company experience. * CPA or working towards CPA designation * Proficiency in accounting software and Microsoft Office Suite (especially Excel). * Hands-on, detail-oriented accountant with a strong sense of ownership and the ability to manage multiple priorities. * Process-oriented and curious, with an interest in leveraging AI, automation, and systems to improve efficiency and accuracy. * Strong communicator, able to collaborate effectively with cross-functional partners. * Comfortable operating in a fast-paced and evolving environment. BENEFITS: * Competitive compensation package, including equity. * Inclusive Healthcare Package. * Learn and Grow - we provide mentorship and send you to events that help you build your network and skills. * Flexible Time Off. * We will provide you the gear you need to do your role, and a WFH budget for you to outfit your space as needed. The San Francisco, CA base pay range for this role is $90,000 - $115,000 Actual salary will be based on job-related skills, experience, and location. Compensation outside of San Francisco may be adjusted based on employee location. The total compensation package may include benefits, equity-based compensation, and eligibility for a company bonus or variable pay program depending on the role. Your recruiter can share more details during the hiring process. Vercel is committed to fostering and empowering an inclusive community within our organization. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. Vercel encourages everyone to apply for our available positions, even if they don't necessarily check every box on the job description.

Sista ansökan: 16 aug.Publicerad: 29 juni

Controllership