Lead Accountant

Lead Accountant

As a strategic and detail-driven Lead Accountant at Wellfit, you will play a pivotal role in driving financial clarity, operational efficiency, compliance, and scalable processes. This high-impact role will partner directly with accounting, finance, and business leadership to support the company's continued growth and market expansion.

What You’ll Own

• Lead and support month-end and year-end close processes with speed, accuracy, and audit readiness
• Own key accounting activities including journal entries, reconciliations, accruals, prepaid expenses, fixed assets, AR/AP workflows, invoice management, and cash-related accounting
• Manage 1099 processing and filing, ensuring accurate vendor records, timely preparation, and compliance with reporting requirements
• Support revenue accounting activities, including revenue share arrangements, customer contracts, and revenue recognition considerations under ASC 606
• Analyze complex accounting transactions and recommend appropriate accounting treatment in alignment with GAAP, internal policies, and business needs
• Deliver financial reporting, account analysis, and variance analysis that support leadership decision-making
• Support cash flow forecasting and optimization across multiple business units
• Partner with FP&A, operations, and business stakeholders to build and maintain scalable accounting infrastructure
• Interface directly with external auditors and help drive successful audit outcomes
• Support tax, audit, and compliance-related documentation as needed

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred
• 7+ years of public accounting experience or 5+ years in a high-growth corporate accounting environment; a hybrid of both is ideal
• Hands-on experience across the full accounting lifecycle, including close, reconciliations, journal entries, AR/AP, cash management, purchasing, and expense control
• Experience with revenue recognition, ASC 606, revenue share arrangements, or complex customer/vendor contract accounting strongly preferred
• Proven ability to analyze complex accounting transactions and recommend appropriate accounting treatment
• Experience with 1099 processing and filing strongly preferred
• Experience with software capitalization, internal-use software accounting, fixed assets, or CapEx treatment related to developer hours preferred
• Expertise with NetSuite or similar ERP platforms
• Deep fluency in GAAP, internal controls, financial compliance, and audit support
• Exceptional analytical skills and a proactive approach to process improvement
• Strong attention to detail, ownership mentality, and ability to manage recurring deadlines independently
• A collaborative spirit with strong interpersonal and communication abilities

Nice to Have

• Experience in SaaS, fintech, healthcare technology, payments, or other high-growth technology environments
• Prior experience supporting audits, tax documentation, or compliance-related accounting workflows
• Exposure to automation, accounting process improvement, or ERP optimization

Why Wellfit?

• Make an Impact: Your work will directly shape the financial backbone of one of the most innovative healthcare fintech companies in the U.S
• Work Flexibly: Hybrid model based in Dallas with 3 days/week in-office
• Comprehensive Benefits: Full medical, dental, vision, and generous PTO
• Invest in Your Future: Competitive salary, bonus eligibility, and 401(k) matching
• Fast-Growth Environment: A rare opportunity to grow with a profitable fintech platform on a national trajectory