The Senior Manager, Technical Accounting & SEC Reporting will be responsible for the preparation of US GAAP financials, with anticipated Form 10-K / 10-Q reporting in the future. This role combines technical accounting and SEC reporting leadership with hands-on ownership of the general ledger (GL) and month-end close, and will collaborate closely across internal departments to ensure the accuracy, completeness, and timeliness of Aledade’s financial results.
On the technical side, the Senior Manager will monitor current activity of the FASB, SEC, and other authoritative bodies to identify the impact of new pronouncements and comment letters on Aledade’s accounting policies and disclosures, researching US GAAP and documenting thorough analyses and accounting-treatment conclusions for technical matters including revenue recognition, share-based compensation, and other complex and non-routine areas. The role will also prepare and review lender-related communication and reporting packages, including covenant-compliance reporting under the Company’s credit agreements.
On the GL and close side, the Senior Manager will own and continuously improve core month-end close activities including the review of accruals, internal-use software capitalization, and balance sheet reconciliations and will drive automation and acceleration of the close, championing a faster, better-controlled, and more scalable financial-statement close as Aledade prepares for the demands of public-company reporting.
We are flexible with respect to geographic location, and the ideal candidate will be comfortable working remotely/work from home within the US or be based from Bethesda, MD office.
Primary Duties:
Technical accounting & SEC reporting:
- Lead the financial reporting process, including the preparation of US GAAP financial statements and related disclosures.
- Facilitate the review of financial statements with external auditors, the Executive Leadership Team, the Audit
- Committee of the Board of Directors, and other operational leaders as needed.
- Drive technical accounting research, analysis, documentation, and enablement for significant or complex accounting matters (e.g., revenue recognition, guarantees, share-based compensation).
- Oversee the preparation of accounting entries and memos for complex matters, including but not limited to revenue recognition, acquisition accounting, and stock-compensation expense.
- Work with external auditors to coordinate the quarterly reviews and the annual audit.
- Ensure effective controls (SOX) around SEC reporting, internal reporting, and the technical accounting process.
- Prepare and review lender-related communication packages, including quarterly/annual reporting packages, covenant-compliance certificates and calculations, and other information requested under the Company’s credit agreements; coordinate with Treasury/FP&A and respond to lender and agent inquiries.
General ledger & month-end close:
- Own and review month-end and quarter-end accruals, ensuring completeness, accuracy, and appropriate support; establish and monitor accrual materiality thresholds and roll-forward discipline.
- Review internal-use software (ASC 350-40) capitalization, including the capitalizable-labor and benefit-load basis, useful-life/amortization, and impairment/sunset assessments.
- Own the balance sheet reconciliation review, ensuring all significant accounts are reconciled timely, reconciling items are cleared, and reviewer sign-offs are evidenced for SOX purposes.
- Prepare, review, and post journal entries, and perform period-over-period fluctuation analysis to explain and support movements above defined thresholds.
- Coordinate and oversee other financial-statement close activities and miscellaneous close tasks, partnering with FP&A, Payroll, and business owners to resolve open items.
Process improvement, automation & acceleration:
- Lead the implementation of process and/or system improvements related to reporting, the GL, and technical accounting.
- Identify and implement best practices to automate and accelerate the financial statement close process, reducing cycle time while strengthening controls.
- Develop strong cross-functional relationships and serve as a key business partner to ensure all transactions are properly reflected in the financial statements.
Minimum Qualifications:
- Bachelor's Degree in Accounting or Finance required; CPA and/or public accounting experience required.
- 10-12+ years of relevant accounting and reporting experience, including general ledger / month-end close ownership.
- Proficient technical accounting skills and a thorough understanding of US GAAP and SEC reporting.
- Hands-on experience owning month-end close activities, including accruals, reconciliations, and internal-use software capitalization.
- Demonstrated experience automating or accelerating the close using close-management, reconciliation, or ERP tools.
Preferred knowledge, skills, and/or abilities:
- Experience with the application and adoption of new accounting standards.
- Experience with close-management and reconciliation platforms (e.g., FloQast) and ERP systems (e.g., NetSuite).
- Familiarity with automation / analytics tools (e.g., SQL, Power BI/Tableau, Alteryx) and AI-enabled accounting workflows.
- Attention to detail with a high level of accuracy and consistency in preparing work.
- Excellent analytical, quantitative, and accounting research skills.
- Experience leading significant business process changes and automation initiatives.
- Able to effectively handle multiple projects simultaneously in a deadline-driven environment.
- Excellent verbal, written communication, and interpersonal skills.
Physical Requirements:
- Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required.
Who We Are:
Aledade PBC, a public benefit corporation, exists to empower the most transformational part of our health care landscape - independent primary care. We were founded in 2014, and since then, we've become the largest network of independent primary care in the country - helping practices, health centers and clinics deliver better care to their patients and thrive in value-based care. Additionally, by creating value-based contracts across a wide variety of health plans, we aim to flip the script on the traditional fee-for-service model. Our work strengthens continuity of care, aligns incentives and ensures primary care physicians are paid for what they do best - keeping patients healthy. If you want to help create a health care system that is good for patients, good for practices and good for society - and if you're eager to join a collaborative, inclusive and remote-first culture - you've come to the right place.
What Does This Mean for You?
At Aledade PBC, you will be part of a creative culture that is driven by a passion for tackling complex issues with respect, open-mindedness and a desire to learn. You will collaborate with team members who bring a wide range of experiences, interests, backgrounds, beliefs and achievements to their work - and who are all united by a shared passion for public health and a commitment to the Aledade mission.
In addition to time off to support work-life balance and enjoyment, we offer the following comprehensive benefits package designed for the overall well-being of our team members:
Flexible work schedules and the ability to work remotely are available for many roles
Health, dental and vision insurance paid up to 80% for employees, dependents and domestic partners
Robust time-off plan (21 days of PTO in your first year)
Two paid volunteer days and 11 paid holidays
12 weeks paid parental leave for all new parents
Six weeks paid sabbatical after six years of service
Educational Assistant Program and Clinical Employee Reimbursement Program
401(k) with up to 4% match
Stock options
And much more!
At Aledade PBC, we don’t just accept differences, we celebrate them! We strive to attract, develop and retain highly qualified individuals representing the diverse communities where we live and work. Aledade is committed to creating a diverse environment and is proud to be an equal opportunity employer. Employment policies and decisions at Aledade are based on merit, qualifications, performance and business needs. All qualified candidates will receive consideration for employment without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical conditions related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, or sexual orientation.
