Accountant

The role

This person will own customer-facing accounting operations including the advance deposit process and IDRE refunds. They will also manage the Finance queue of customer support tickets and provide backup coverage for revenue operations, AR, collections, and cash flows.

What you will do

• Own the advance deposit process end to end
• Apply payments to advance deposit and standard plan customer accounts
• Process IDRE refunds accurately and on time
• Track IDRE refunds through to resolution
• Work the Finance queue of customer support tickets and refund questions
• Partner with the Client Success team
• Provide backup coverage for revenue operations, AR, collections, and cash in and cash out
• Work down open support tickets

Required qualifications

• Bachelor’s degree in Accounting (Finance also considered)
• 1–4 years of accounting experience
• Strong Excel skills
• Hands-on experience with an ERP or accounting system such as Rillet, NetSuite, or QuickBooks
• Comfortable with AI tools in your day to day work like Claude
• A clear communicator
• Comfortable managing up
• A self-starter

Nice to have

• Big 4 experience (PwC, EY, KPMG, and/or Deloitte)

Benefits

• Competitive compensation, including equity
• Full health, dental, and vision coverage
• Retirement savings plan through 401(k)
• Flexible time off
• Opportunities for company-wide connection and events

Before you apply

• Candidates must be authorized to work in the United States without current or future employer sponsorship
• Employment is contingent upon successful completion of applicable background checks, where permitted by law

About the company

Pivotal Health is a technology platform that helps healthcare providers get paid fairly through an AI-driven platform that simplifies reimbursement workflows.