We are an employee health & benefits company with a tech-meets-service platform that simplifies and personalizes how employees and employers shop, enroll and live with their benefits. Our innovative technology makes it easy for employees to choose the right benefits plan while equipping HR with the tools they need through one partner, one service team, one platform, one portal.

Maestronites are brought together with a passion to disrupt the status quo by reimagining employee health and benefits. This passion has driven us to create the first complete platform that optimizes the entire benefits experience for everyone. Our people, passion and platform are united by our mission: to make employee health & benefits people-friendly again. 



The Financial Operations Team Lead supports the Financial Operations team initiatives and assists the Director of Financial Operations with a wide variety of functions which include high volume transactional processing, financial reporting and analysis, accounts receivable management, process improvements and automation and the implementation of financial and compliance controls. S/He serves as a key resource for the organization and provides daily oversight to ensure that the financial operations perform adequately and comply with company policies, external regulations and clients’ requirements. Daily responsibilities include but are not limited to:

  • Play a key role in accounts receivable and custodial management for our Self-Funded Health Plan activity

  • Lead the monthly closing process of our corporate and custodial accounts, with a strong focus on accounting and banking reconciliations

  • Review and edit accounting entries and transactions for accuracy and proper documentation

  • Prepare reconciliations and supporting schedules for assigned general ledger accounts and review those prepared by other staff members

  • Develop new reporting schedules for internal and external use

  • Continually coordinate process improvements and maintain accounting policies, procedures and controls in accordance with sound accounting principles, applicable regulations and best practices

  • Actively support and contribute to process re-engineering and automation of repetitive tasks

  • Learn our business from the ground up including the responsibilities of financial operations by hands on experience

  • Support financial operations team processes and new initiatives


  • You are looking for a new challenge outside corporate accounting and wish to apply your experience to a client-facing, custodial accounting environment

  • You are comfortable with high volume accounting

  • You continuously seek opportunities for process automation and accounting system improvements

  • You enjoy working in a collaborative team environment

  • You prioritize work to meet deadlines

  • You are a respected member of the Finance team and passionate about efficiency and stellar communication with both internal and external clients

  • You roll up your sleeves and help where needed to get things done while maintaining a positive, professional demeanor

  • You are recognized for one of our core values: Fun. Preparedness. Teamwork. Humility. Urgency. Kindness. Bold Thought. Honesty.  


  • Bachelor’s degree in Finance or Accounting

  • 3-5 years of accounting experience

  • CPA or CPA eligible, preferred

  • Sage Intacct experience a plus

  • Strong reporting skills within an ERP environment (creating, understanding, analyzing, automating)

  • Experience with Microsoft Office suite and Expert Level Excel skills (pivot tables, advanced functions and formatting)

  • Strong analytical skills and knowledge of accounting principles

  • High standard of ethics, accuracy, precision and highly organized

  • Committed to scalable solutions and processes that enable the business to strategically grow and scale

  • Ability to work in a fast-paced, multi-tasked environment

  • Collaborative spirit, team player able to identify and manage the needs of internal and external clients



We have great benefits: 

  • Personal, Vacation and Sick Time

  • Medical and Prescription

  • Dental

  • Vision

  • Life and Disability

  • Health and Wellness programs

  • 401k with Employee Match

  • Kashable

  • Figo - Pet Insurance

We have great perks in each of our offices, along with a fun, energetic and fast-paced environment, and what will really drive you is our vision. Maestro Health is making employee health & benefits people-friendly again by making healthcare easy to understand, tools easy to use and costs easy to control. We are aiming to become a household name within the employee health & benefits space. 

We can’t do that without great people. We want to hear “WOW! That was the best job and business experience I ever had!” from every Maestronite – past, present and future. You should be personally challenged and look forward to coming to work. 

Are you ready to become a Maestronite? Let’s do this. 

Maestro Health is an equal opportunity workplace. We are committed to equal opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or veteran status.