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Phreesia is looking for a Senior Manager of External Financial Reporting to join our growing team!

This individual will be responsible for leading the Companys financial filing process with the Securities & Exchange Commission (SEC) & providing technical support to members of the Finance & Accounting team(s) & the Company at large. Reporting to the VP, Corporate Controller with direct visibility to the CAO & CFO, this individual will be tasked to work with all stakeholders across the company on SEC reporting matters

What Youll Do:

  • Lead the planning, coordination, & preparation of the Companys SEC filings across all functions & affected teams including legal, functional departments, HR & finance.
  • Draft & coordinate the preparation of quarterly & annual SEC disclosures for MD&A & financial statement footnotes.
  • Collaborate with department leaders on the SEC reporting processes & regulate the flow of information & supporting documentation required for accurate & timely reporting of required filings & disclosures.
  • Understand the Companys products, services, & the required regulatory reporting requirements & disclosures.
  • Have a firm grasp of the Companys key & critical transactions & their impact on SEC disclosure purposes.
  • Work with technical accounting research related to new & proposed accounting standards to ensure proper treatment & disclosure in SEC filings.
  • Support & review annual proxy & other SEC files ensuring completeness & accuracy of applicable financial information.
  • Support Investor Relations with investor deliverables such as earnings releases, investor Q&A & other presentations.
  • Support the financial audits & the SOX 404 audits, including the preparation of PBCs (prepared by client schedules) for the audits & to support our SEC filings. Work effectively with external auditors on a regular basis.
  • Support the equity accounting function related to share-based compensation, EPS & forecasting. Coordinate with HR & legal on stock administration procedures. Maintain capitalization table.
  • Support the finance & accounting teams with timely & insightful research, documentation & guidance on technical accounting matters, including complex & non-standard transactions such as revenue recognition, derivatives, equity, internally developed software capitalization & debt offerings, adoption of new standards, & general corporate accounting matters.
  • Collaborate with other finance & business stakeholders to support department initiatives, including implementations of accounting-related systems/applications & process improvements.
  • Support & adhere to strong internal control policies & procedures, including identifying areas for improvement that support efficient & timely SEC filing.
  • Lead or participate in special projects as needed.

What Youll Bring:

  • 8-15 years of experience
  • Bachelors Degree in Accounting
  • Certified Public Accountant
  • Public accounting experience (preferably Big 4) or the equivalent public company experience with comprehensive hands-on working expertise of U.S. GAAP & SEC reporting
  • Strong accounting & analytical skills with great attention to details
  • Self-motivated with strong work ethic with the ability to work independently & collaboratively
  • Strong communication & project management skills
  • Experience with SOX 404 & internal control over financial reporting
  • Experience with Workiva (WDesk) SEC reporting tool or equivalent tool & XBRL preferred
  • Exhibit the highest ethical standards while demonstrating accountability & ownership

Who We Are:

AtPhreesia, were committed to helping healthcare organizations succeed in a fast-changing landscapeand we need smart, passionate people to help us do it. Our innovative SaaS platform offers our clients a suite of applications to manage the intake process, giving them the tools to engage patients, improve efficiency, optimize staffing & enhance clinical care.

Basically, what you do here matters, & hard work does not go unnoticed. Not only does Phreesiacare about our clients, we also care about our employees. In fact, were a three-time winner of Modern Healthcare magazines Best Places to Work in Healthcare award.If youre interested in consistent feedback & recognition, defined career paths, & the opportunity to work with driven & engaged colleagues in a dynamic industry, this may be the right opportunity for you.

Benefits & Perks:

  • Variety of health plan options, dental/ vision coverage, & short/long-term & life insurance plans
  • 401(k) savings plan
  • Flexible working hours
  • Unlimited vacation
  • Unlimited snacks & drinks in our offices
  • Mobile phone stipends, monthly subway pass reimbursement & Internet reimbursement
  • 100% paid maternity leave to our U.S. employees, as well as a generous maternity benefit to our employees in Canada.
  • Tuition & certification reimbursement, as well as other professional development opportunities

Be sure to check outourInstagram andFacebook!

We strive to provide a diverse & inclusive environment & are an equal opportunity employer.

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