Senior Accountant

Location: e123 is a Work From Anywhere company based in southern California with an entirely remote workforce from all over the US. This role can be based anywhere in the US (with the exception of IN, IL, PA, NE). Some travel is required for annual company events or meetings.

Why join e123?

e123 is transforming the distribution of health insurance in the United States while creating a new insurtech category. e123 helps businesses manage the complex world of health insurance distribution. We handle $3B in annual premium billings through a network of nearly 400,000 agents. We deliver a single, easy to use platform for clients to distribute and market insurance and benefits products at all levels. We are rapidly expanding our product suite to to address major pain points for enterprise carrier and distribution customers in this market vertical.

Our Mission

We’re on a mission to fix a broken system, making it easier and more reliable for millions of people to protect themselves against the unexpected by enabling insurance providers to better match individuals with the right health insurance solutions. This in turn enables accelerating growth for our clients. At e123, we deliver a powerful, widely-used core SaaS product in a premier position central to our industry, and our team knows as much as anyone about the complexities of the United States healthcare insurance distribution network.

Job Summary

The Senior Accountant will own the month-end close process and accounts receivable function, serving as the operational core of a lean finance team. This role ensures the integrity of financial information, supports the company’s internal control environment, and contributes to ongoing billing automation and process improvement initiatives. The Senior Accountant will collaborate closely with the Senior Director of Finance, external auditors and tax accountants, and other departments to deliver accurate and timely financials across a multi-entity structure.

Key Responsibilities

Month-end close – lead the close process and make process improvements as needed.

Billing and Accounts Receivable – Manage the end-to-end invoicing process, including monthly usage-based invoices across multiple entities; ensure timely collection and support ongoing billing automation initiatives.

Accounts Payable – Ensure bills are paid in a timely manner that maximizes DPO; manage vendor relationships and ensure accurate expense coding.

General Ledger and Account Reconciliation - Oversee and manage the general ledger, ensuring all transactions are recorded accurately and timely.

Audit - Assist with external audits, including preparing audit schedules, interim testing, and communicating with auditors.

Tax – Ensure accurate and timely compliance across multistate indirect tax obligations (sales tax, franchise tax, property tax) and other regulatory filings; support nexus monitoring as the company expands.

Intercompany and Multi-Entity Accounting – Manage intercompany transactions and reconciliations across Enrollment123 Inc. and Unified TPA, ensuring eliminations are accurate and entity-level financials are complete.

Financial Reporting Support – Prepare inputs and schedules supporting monthly management reporting, including variance analysis and actuals versus plan commentary for review by the Senior Director of Finance.

Process Improvement and Automation – Use AI and other technologies to improve and automate current accounting processes.

Qualifications & Experience

Required

• Bachelor’s degree in Accounting or Finance.
• 3–5 years of progressive accounting experience.
• Strong working knowledge of GAAP, including ASC 606 revenue recognition standards.
• Experience with QuickBooks Online or comparable accounting software.
• Advanced proficiency in Microsoft Excel.
• Demonstrated ability to manage multiple priorities and meet deadlines independently.
• Strong written and verbal communication skills.
• High degree of professionalism and discretion when handling confidential information.

Preferred

• CPA license or active progress toward CPA certification.
• Experience in a SaaS company environment.
• Familiarity with multi-entity accounting structures and intercompany reconciliations.

Background in revenue billing or subscription management systems (e.g., Chargebee, Zuora, Sequence, or similar platforms).

Prior experience supporting external audits or lender compliance reporting.

Familiarity with BI or data tools (e.g., BigQuery, Drivetrain, or comparable FP&A platforms) in support of financial reporting and analytics.