Teams at Included Health

Manages customer billing, accounts receivable, collections, contract-to-billing setup, invoice reviews, disputes, reconciliations, and cash reporting. Supports revenue close, accruals, journal entries, audits, internal controls, and billing-system improvements. Partners cross-functionally with Sales, Client Success, Revenue Operations, Accounting, Data, Engineering, and technical teams to resolve billing issues, validate implementations, and improve quote-to-cash processes.

Leads accounting operations and a high-performing team, overseeing monthly close, financial reporting, technical accounting, equity, leases, assets, intercompany transactions, tax deliverables, audits, and M&A integrations. Serves as the Workday accounting expert, supports IPO readiness, partners with cross-functional stakeholders, develops accounting policies and memos, and drives process improvements through AI and systems optimization.

Supports Workday Financials and related finance applications through configuration, reporting, integrations, testing, production support, troubleshooting, documentation, and continuous improvement. Partners with Finance, Accounting, Procurement, FP&A, and technology teams to translate business needs into system solutions, improve workflows, validate data, and deliver finance systems projects.