HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.



Enhance and lead all accounting operations (revenue, invoicing, collections, purchasing, sourcing, payables and treasury management) to deliver timely and accurate daily financial transactions in support of a 3-day operational accounting close while optimizing all systems and dependent activities.



Supervisory Responsibilities:

• Direct responsibility Accounting Operation Team Members

• Partner with Administrative Systems and team to ensure Workday is maintained and optimized


• Responsible for change control process as well as application controls


• Manage the purchasing to payment lifecycle from policy to daily execution to reporting


• Manage portfolio and sourcing RFPs


• Partnership with Reporting team on policy, accounting and reporting requirements


• Manage purchasing and payables team member(s) who executes day to day activities


• Key role in management of vendor partner platform (LogicSource) to execute P2P activities including portfolio and sourcing RFPs wing-to-wing


• Consults on any system implementation or enhancements needed


• Manage accounts receivable specialist who executes day to day activities


• Partner with FP&A to review Carrier Services business performance and key operational metrics


• Manage the cycle from policy to daily execution to reporting and define processes


• Partnership with VP, Controller on policy, accounting and reporting requirements


• Disbursements planning


• Manage collection activities to meet DSO goals and monitor related banking activities


• Partner with FP&A and Reporting teams to monitor cash position and update 13 to 26 week cash forecast


• Project management expert responsible for planning, executing, and successfully completing assigned projects


• Manage daily monitoring, accounting and reconciliation of Brokerage Policies in Workday


• Partner with Operations team to ensure completeness and accuracy policies between operations production system (Landscape) and Workday


• Partner with Commissions accounting team to monitor cash application to policy receivables in Workday


• Perform other related duties as assigned

• Bachelor's degree with focus in Accounting, Finance or related field


• 7 - 9 years of progressive Accounting, Accounting Operations or Finance expertise


• Must be detail oriented, ability to prioritize tasks and work independently


• Strong analytical thinking capability with measured success in solving complex questions


• Strategic ability to understand business direction and suggest course changes to achieve a broader outcome

• Master's degree with focus on Accounting, Finance or related field


• Experience with Workday, Concur, Logic Source Purchasing/Sourcing platform

• Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)