Point C

• Own the day-to-day execution of the year-end audit, serving as the primary operational owner and point of contact for auditor. • Manage the PBC (Prepared by Client) list end-to-end: maintain a tracker of all auditor requests, assign internal owners, set due dates ahead of audit deadlines, and escalate stalls. • Build and maintain an audit-ready close: ensure workpapers, reconciliations, and support are audit-quality at month-end. • Coordinate and draft technical accounting memos for complex areas (revenue recognition, acquisition accounting, lease accounting, equity). • Monitor auditor fee tracker against budget; flag scope creep early and escalate to VP Corporate Controller when out-of-scope requests are presented as in-scope. • Lead interim audit preparation to front-load testing and reduce year-end compression. • Lead & review reconciliation of general ledger accounts prepared by accounting team to subsidiary records monthly to ensure These include bank statements (corporate and custodial bank accounts), fixed assets, accruals, and prepaid expenses. • Prepare and post journal entries (AJEs) and ensure proper classification of. • Assist in financial statement preparation, including account classifications and transactional. • Support accounts payable and accounts receivable processes as. • Coordinate with operations and other departments to ensure accurate revenue and receivables reporting. • Analyze budget-to-actual variances and summarize findings for management. • Ensure compliance with local, state, and federal government reporting requirements. • Contribute to process improvements and provide recommendations to strengthen internal controls. • Assist with FP&A activities and broader corporate finance initiatives as needed.

Role Description Point C Health is looking for an Associate Software Engineer to join our AI/Automation team and contribute to the development, support, and enhancement of Azure-hosted portals, integrations, and automation solutions. This is a stable, growth-oriented role where someone with healthcare operational knowledge and emerging technical skills can build their career while contributing meaningfully to modernization initiatives across the organization. You will work alongside experienced engineers with opportunities to grow into Azure, AI tooling, and healthcare EDI as your skills develop. Primary Responsibilities - Support and contribute to Azure-hosted web portals including internal member portals and a client-facing portal, working across UI, API, and data layers - Assist with development and maintenance of CRM functionality and third-party integrations supporting TPA operations and client management - Help identify and implement automation opportunities across internal tools and workflows - Triage issues, implement bug fixes, and deliver incremental feature enhancements across the Point C platform ecosystem - Gain exposure to the Argus EDI processing platform and contribute to features and troubleshooting with guidance from senior engineers - Collaborate with internal stakeholders across TPA organizations to understand requirements and deliver practical development solutions Qualifications - 1-3 years of professional software development experience, or equivalent hands-on project experience - Foundational familiarity with C#, ASP.NET, or Web API; willingness to grow within the .NET ecosystem - Basic SQL skills — ability to write queries and work with relational data - Working knowledge of HTML, CSS, and JavaScript - Experience with scripting, API integrations, or workflow automation tools (VBA, Zendesk, or similar) is a plus - Familiarity with Git-based version control - Healthcare or TPA industry experience is highly valued — operational understanding of benefits administration, claims processing, or TPA workflows provides a meaningful onboarding advantage - Azure, AI tooling (GitHub Copilot, Azure AI), and EDI exposure are growth opportunities in this role, not prerequisites - Ability to work independently in a remote environment and collaborate effectively with a senior technical team Requirements - Individual compensation will be commensurate with the candidate's experience and qualifications. - Certain roles may be eligible for additional compensation, including bonuses, and merit increases. - Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role. Benefits - Comprehensive medical, dental, vision, and life insurance coverage - 401(k) retirement plan with employer match - Health Savings Account (HSA) & Flexible Spending Accounts (FSAs) - Paid time off (PTO) and disability leave - Employee Assistance Program (EAP) Pay Transparency $66,000 — $80,000 USD Equal Employment Opportunity At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

• Prospect and qualify leads through outbound calls, emails, and CRM outreach to employer groups and benefits brokers • Present Point C TPA services, programs, and value proposition to prospective clients in a clear and consultative manner • Collaborate directly with outside sales representatives to ensure a smooth transition of qualified opportunities • Build and maintain strong, trust-based relationships with brokers and consultants • Manage the initial sales cycle from first contact through handoff to the outside sales representative • Meet or exceed monthly activity and pipeline goals • Accurately track all activity, pipeline, and forecasts in CRM (Salesforce) • Partner with marketing and sales operations on campaigns, outreach strategies, and lead management • Stay current on self-funded health plan trends, compliance requirements (ERISA, ACA), and competitor offerings • Eligible for incentive compensation tied to individual monthly and annual sales performance

• Own end-to-end payment operations, including check run processing and register management across multiple platforms • Lead daily workflows to ensure accuracy, timeliness, and compliance; establish and monitor KPIs and SLAs • Manage vendor relationships (e.g., ECHO) for file transmissions and EOB template creation/modification; troubleshoot vendor file failures • Monitor revenue generation and EOB timing and reporting • Partner with IT on incident response and system issues • Drive automation and efficiency initiatives; support dashboard and reporting development • Partner with Finance on funding requests, registers, and reporting • Support TPA acquisition integrations • Maintain controls, quality standards, workflow testing, and validation • Lead SOP development, process standardization, and team training

• Build and maintain full-stack Azure-hosted portals (internal member portal, external client portal, Argus portal) across UI, API, and data layers • Contribute to the Argus EDI platform, handling healthcare transactions including eligibility, claims, remittance, and acknowledgments • Develop and extend CRM functionality supporting TPA operations and client management • Work with Azure services (App Services, Azure SQL, Functions, Storage, AI Services) and participate in architectural decisions • Integrate AI/automation capabilities into products and workflows; use tools like GitHub Copilot and Azure AI as part of your daily development process • Collaborate with stakeholders across multiple TPA entities to understand requirements and deliver solutions

• Oversee, coach, and manage performance of PCRX clinical staff • Serve as the primary clinical escalation point for operational and workflow issues • Foster a culture of accountability, quality, and continuous improvement • Develop and maintain standardized workflows, policies, and procedures for PCRX clinical activities • Identify inefficiencies and gaps; implement corrective actions and process improvements • Own onboarding, training, and competency validation for PCRX clinical staff • Ensure staff are trained on workflows, tools, documentation standards, and internal guidelines • Monitor clinical quality, documentation consistency, and adherence to internal standards • Support audit readiness and quality review activities • Provide data-informed recommendations to leadership on staffing, workflow, and capacity needs

• Support the Northeast Regional Sales Director in executing strategies to achieve new business and revenue targets • Assist in building and maintaining strong relationships with benefit consultants, brokers, producers, and general agents across the region • Identify and help cultivate new business opportunities through proactive outreach and broker engagement • Partner with the Sales Director on broker meetings, follow-ups, and ongoing relationship management • Collaborate with Sales Operations to manage prospect submissions in Salesforce and maintain accurate pipeline tracking • Support the development of regional sales strategies, market insights, and territory planning efforts • Provide ongoing updates on pipeline activity, broker engagement, and regional performance • Eligible for incentive compensation tied to monthly and annual sales performance aligned with the Northeast Regional Sales Director

• Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs to ensure satisfaction, retention, and long-term partnership • Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience • Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices • Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration • Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes • Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement • Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments • Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations • Monitor service performance against established SLAs and client expectations • Establish cadence of regular strategic service meetings with clients and brokers • Identify opportunities for additional services or plan enhancements to support client goals

• Support the development, maintenance, and validation of financial and operational reports, including RMN and case management billing, cost-per-case analytics, and routine daily/weekly/monthly reporting in coordination with Reliant • Build and enhance dashboards and reporting solutions in Power BI while ensuring data accuracy through validation, reconciliation, and quality assurance processes • Provide administrative and analytical support for key business processes, including documentation, standardization, and continuous improvement of reporting workflows • Assist in maintaining and enhancing internal systems and platforms, including the authorization platform, by supporting updates, adding functionality, and managing ad hoc business requirements • Partner with internal teams and external stakeholders (including Acuity and Persona) to ensure reporting accuracy, timeliness, and alignment across functions • Support the transition of offshore cost containment functions by documenting workflows, maintaining continuity, and assisting with process integration

• Create and promote adherence to treatment plans, as developed by patients’ healthcare providers • Create and maintain accurate, detailed clinical patient reports for clients and carriers • Monitor and document adherence to treatment plans, evaluate effectiveness, monitor patient progress in a timely manner • Increase continuity of care by managing relationships with tertiary care providers, transitions-in-care, and referrals • Increase patients’ ability for self-management and shared decision making • Increase comprehension through culturally and linguistically appropriate education • Assist with medication reconciliation • Connect patients to relevant community resources, with the goal of enhancing patient health and wellbeing. • Serve as the contact point, advocate, and informational resource for patients, care team, family/caregiver(s), stop-loss carrier, and community resources • Assess a patient’s unmet health and social needs • Acknowledges patient’s right on confidentiality issues, always maintains patient confidentiality and follows HIPAA guidelines and regulations