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?

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

• Review all invoices and purchase requests for appropriate documentation, approval, and ensure a 3-way match (PO, invoice, and receipt) prior to payment. 

• Manage monthly expense closing of financial records and posting of month-end journal entries. Ensure accuracy and completeness of financial statements. 

• Monitor and improve business processes continuously to identify efficiencies and implement changes that enhance quality and compliance. 

• Analyze invoices and purchase orders to assign costs to the appropriate account and department, ensuring alignment with budget and coding standards. 

• Respond to vendor and employee inquiries regarding invoices, payments, and purchase order status. 

• Prepare month-end close tasks as needed, including reconciliation of PO accruals and open commitments. 

• Review Travel and Expense reports to ensure compliance with Company policy and proper use of pre-approved purchase requests. 

• Facilitate PO lifecycle management, including:  

• Verifying that purchase requests are properly approved before conversion to POs. 

• Ensuring POs are created for all purchases to maintain authorization control and budget tracking. 

• Collaborating with procurement and department managers to resolve discrepancies between PO, invoice, and receipt. 

• Support implementation of PO-driven processes, promoting faster invoice processing, improved compliance, and enhanced reporting.  

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:

• Must have at least 2 years of experience in Accounts payable

• Proficiency in Windows and advanced Microsoft Excel skills, including pivot tables and VLOOKUP. 

• Experience with ERP systems such as NetSuite and expense management tools like Concur (preferred). 

• Strong understanding of procurement processes, including:  

• Creating and managing Purchase Requests and Purchase Orders. 

• Performing 3-way match (PO, invoice, receipt) for accurate payment processing. 

• Collaborating with procurement teams to ensure compliance and timely approvals. 

• Ability to interpret and apply company purchasing policies and ensure adherence. 

• Excellent organizational skills with the ability to meet critical deadlines in a timely manner. 

• Strong analytical and problem-solving skills to resolve discrepancies between invoices, POs, and receipts. 

• Effective communication skills for vendor and internal stakeholder interaction. 

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

• Ability to analyze spend data and identify trends for cost-saving opportunities. 

• Proficiency in reporting and dashboards to monitor KPIs (e.g., invoice cycle time, PO compliance). 

• Experience with data reconciliation and variance analysis for procurement and AP processes. 

• Familiarity with contract terms and compliance requirements. 

• Knowledge of budget control and forecasting related to purchase commitments. 

• Skills in process mapping and optimization to streamline AP and procurement workflows. 

• Knowledge of internal controls and risk mitigation in purchasing and payment processes. 

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.

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.