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Pivotal Health

Staff Accountant

Pivotal Health

Staff Accountant managing core accounting operations at Pivotal Health, a healthcare reimbursement technology platform. Ensuring accurate billing and supporting ERP implementations for efficiency.

Posted 6/15/2026full-timeLower Manhattan • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Own Core Accounting Operations: Take responsibility for weekly customer billing, cash postings, expense report reviews, AP processing, reconciliations, and key components of the monthly close process. Ensure accuracy, timeliness, and consistency across all core workflows.
  • Build a Predictable Close Process: Help design and strengthen our month-end and year-end processes so we move from reactive processes to a robust and structured full accounting process. Improve documentation, controls, and accountability so we consistently hit deadlines with confidence.
  • Partner Across the Business: Serve as a trusted partner to Operations, Sales, and FP&A on invoicing, commissions, reconciliations, and reporting. Coordinate directly with cross-functional teams to resolve discrepancies and improve clarity.
  • Support ERP Implementation and Optimization: Play an active role in implementing and refining our new ERP system. Participate in testing, validation, reporting design, and process improvements to ensure the system supports scale.
  • Improve Systems and Reduce Manual Work: Identify inefficiencies and areas of risk in current processes. Recommend and implement improvements that increase accuracy, reduce friction, and prepare us for growth and audit readiness.
  • Prepare Us for Audit & Scale: Help ensure our financial records are well-documented and audit-ready as we prepare for our first financial audit and continued growth.

Requirements

What you’ll need
  • 5+ years of progressive accounting experience
  • Bachelor’s degree in Accounting or equivalent hands-on accounting experience with demonstrated mastery of core principles.
  • Strong understanding of GAAP and core accounting principles
  • Hands-on experience with NetSuite, Acumatica, or similar ERP systems
  • Advanced Excel skills (pivot tables, complex formulas, large dataset analysis)
  • Experienced in monthly close and balance sheet reconciliations
  • Comfortable working with high volumes of transactional data
  • Able to communicate clearly with both finance and non-finance stakeholders

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
accountingGAAPmonthly closebalance sheet reconciliationExceldata analysisERP implementationprocess improvementcash postingsexpense report review
Soft Skills
communicationcollaborationproblem-solvingattention to detailaccountabilitytrustworthinessorganizational skillsadaptabilitystakeholder managementcross-functional teamwork
Certifications
Bachelor’s degree in Accounting