Controller / Bookeeper

Primary Goal: Maintain clean, accurate books and cash visibility across multiple vendors, PEPM billing models, and consultant payouts.

Core Responsibilities

• Manage monthly bookkeeping (QuickBooks or similar)
• Track PEPM revenue by group, consultant, and vendor
• Reconcile:
• Bank accounts
• Vendor invoices (TPAs, carriers, PBMs, platforms)
• Consultant commissions / overrides
• Prepare monthly financial reports:
• P&L
• Cash flow
• Vendor cost summaries
• Assist with invoicing & collections
• Support CPA / tax filings
• Identify billing discrepancies or margin leaks

Ideal Background

• 3–7 years bookkeeping or accounting experience
• Experience with:
• Subscription or PEPM models
• Healthcare, insurance, benefits, or payroll strongly preferred
• Strong Excel skills
• Comfortable working with messy data and cleaning it up
• Detail oriented and knowledgeable with different softwares and programs to implement to improve current processes.

Job Type: Full-time

Pay: $60,000.00 - $78,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Work from home

Work Location: Hybrid remote in Boca Raton, FL 33432