Paretocaptiveservicesllc
Senior Financial Operations Accountant
Company
Role
Senior Financial Operations Accountant
Job type
-
Found on Mokaru
12 hours ago
Salary
Job description
We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.
The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.
But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.
Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.
Position Summary:
This is an excellent opportunity for an Accounting/Finance professional with 3-4 years of experience in accounting or finance. This position offers long-term growth within the organization and career mobility. The senior financial operations accountant will be responsible for reconciling and analyzing financial and reinsurance data to ensure accurate and timely cross functional reporting.
Key Responsibilities:
- Manage end-to-end Pareto revenue transactions, including month-end close journal entries and AR reconciliation processes
- Track premiums, claims, commissions, and risk-sharing arrangements
- Finance data pipeline validation into financial metrics
- Liaison between Pareto's controllership team and strategic finance including but not limited to audit prep, due diligence and executive / board presentations.
- Ensure alignment between operational data and financial reporting
- Review and reconcile data between externally prepared financial reporting and member level reporting
- Assist in preparing financial data for statutory filings and board-level reporting packages
- Prepare regular reports, dashboards, and presentations that identify and analyze leading KPI's
- Assist with regulatory compliance including audit, tax, state, and other regulatory functions
- Establish partnerships and working relationships with external and internal department leaders within Pareto
- Support adhoc company strategic initiatives with cross functional collaboration
- Own and continuously improve the custom financial consolidated reporting system, including system enhancements, UAT testing, reporting logic validation, and documentation of data flows and controls to support audit readiness and scalability.
Required Qualifications / Skills:
- Ability to learn complex systems quickly and translate data into financial reporting
- Experience with financial reporting capabilities in the OneStream system
- Strong analytical and reconciliation skills with large data sets
- Solid communication with internal and external partners
- Organization and time management
- Working in a fast-paced environment
Minimum Requirements:
- CPA or MBA preferred
- Bachelor’s degree in accounting or finance
- 3-4 Years of accounting experience, either public accounting or industry
- Preferred: Experience with insurance and reinsurance contracts
- Proficiency in Excel (pivot-tables/v-lookups required) with exposure to SQL as a plus
Perks & Benefits:
- Fully paid medical, dental, and vision benefits.
- Flexible PTO
- 401k company contribution
- Tuition reimbursement
- Professional development allowance
- Transportation allowance and daily parking reimbursement
- Engaging hybrid work environment
We are guided by our values:
Fire in the belly
The drive to learn, to improve, and to deliver outstanding value every day.
See the field
The ability to see the big picture and prepare to meet tomorrow’s needs.
Get it done right
The passion to produce at higher rates and to the highest standards.
For the greater good
A united community creating better health benefit solutions for all.


