Who We Are

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Who are you?

The TPA reconciliation manager is responsible for managing and overseeing the financial reconciliations of bank accounts, claims and all financial obligations related to employee benefits ensuring accuracy, compliance and efficiency. This role will be responsible for coordinating internal teams, external vendors and clients to maintain records, resolve variances and improve the reconciliation process.

In this role you will wear many hats, but your knowledge will be essential in the following:  

• Oversee and perform reconciliations monthly of complex financial bank accounts to ensure accuracy and completeness.
• Identify, investigate and resolve discrepancies in financial data across various financial systems, TPA systems and third-party reports.
• Prepare and review monthly bank reconciliations.
• Responsible for uploading data and completing various journal entries in the ERP system.
• Reconcile and audit large sets of data across various financial systems, TPA systems and third-party reports.
• Supervise, train, mentor and develop a team of Staff Accountants.
• Understand and document processes relating to controls, systems, workflows, etc.
• Identify opportunities to enhance reconciliation processes, reduce errors, and improve operational efficiency.
• Assist the controllership team with the annual audit by providing backup documentation, ensuring compliance, and addressing any discrepancies.

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

What you bring to the Personify Health team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• Bachelor’s degree in accounting, finance, business administration or related field.
• 2 to 5 years’ experience in reconciliations, accounting or financial operations preferably in a TPA or banking environment.
• Proficient in financial and TPA systems. NetSuite, QicLink, Javelina experience preferred.

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

• Strong understanding of accounting principles and practices.
• Previous banking and health insurance industry experience preferred.
• Advanced Excel skills and proficiency in other Microsoft Office applications.
• Strong ability to analyze financial data, identify root causes of discrepancies, and implement corrective actions.
• Strong analytical and problem-solving skills.
• Strong attention to detail, organization, and accuracy in managing complex reconciliations and financial records.

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $95,000 to $115,000 annually. Note that compensation may vary based on location, skills, and experience. This position is eligible for 10% target bonus/variable compensation as well as health, dental, vision, mental health and other benefits.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

#WeAreHiring #PersonifyHealth

Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to talent@personifyhealth.com. All of our legitimate openings can be found on the Personify Health Career Site.

Application Deadline: Open until position is filled.