About Beam Benefits Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. Today, Beam Benefits is available in 40+ states and has expanded beyond dental. Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, support from Beam’s helpful representatives, and a unique Beam Perks™ rewards program. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members. What We're Looking For: Beam is looking for an experienced controller with Insurance experience, to be an impactful part of the leadership team,  to oversee daily accounting & financial operations, ensure tax and regulatory compliance, provide timely and accurate financial reporting in compliance with US GAAP, establish and mature internal controls, coordinate external audits, manage treasury activities, and develop a best-in-class team. What You Will Do: Financial Reporting/Technical Accounting Plan, direct and coordinate all accounting operations, focus on creating and maintaining an optimal monthly, quarterly and yearly financial close process. Oversee regulatory reporting,  including tax planning and coordination with compliance Provide technical accounting guidance on complex topics and transactionsProvide management with financial information vital to the decision making process Manage the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results Coordinate and prepare internal and external financial statements in compliance with GAAP Evaluate, document, and mature accounting and internal controls processes and procedures Oversee payroll and related operations Senior Leadership Manage relationships & workstreams with external auditors, consultants, and tax advisors Partner with cross-functional teams / leaders to evaluate and prepare for the impact strategic initiatives may have on accounting, financial operations, and the broader control environment Manage treasury operations and banking relationships Train and manage and retain skilled accounting staff Building Internal Controls Evaluate, document, and mature accounting and internal controls processes and procedures What Skills Will Help You Be Successful: Exceptional knowledge of finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting Principles (US GAAP) Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations Embracing use of evolving AI technology to improve efficiency of current processes Proficiency with Netsuite (or similar accounting software) An advanced knowledge of Excel and familiarity with data query/management tools Confidence to consult with and influence senior leaders Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) environment Self-motivated with a demonstrated desire to learn new technologies and skills A demonstrated track record of completing large amounts of important work A strong attention to detail and well-organized Integrity and empathy Experience with Insurance accounting  is preferred Bachelor’s or Master’s degree in a quantitative field (e.g., finance, accounting, etc.) CPA is preferred 10+ years of relevant work experience

• Prepare and oversee the monthly consolidation of financial reports across multiple entities. • Ensure timely and accurate reporting in compliance with IFRS/GAAP and company policies. • Collaborate with regional finance teams to resolve discrepancies and standardize reporting processes. • Act as the primary controller for Americas entities, ensuring financial statements are accurate and compliant. • Monitor and manage the financial performance of Americas subsidiaries, including budgets, forecasts, and variances. • Ensure compliance with local tax regulations, statutory reporting, and other financial requirements. • Implement and maintain robust internal controls to safeguard company assets and ensure financial data integrity. • Support internal and external audits by preparing documentation and addressing audit findings. • Partner with FP&A, tax, and treasury teams to align financial operations with corporate strategies. • Serve as a key point of contact between corporate finance and Americas regional teams. • Mentor and develop regional finance staff to enhance their skills and performance. • Identify opportunities for process automation and efficiency improvements in financial reporting and operations. • Lead the implementation of best practices across the finance organization.

• Take full ownership of the company’s accounting function, ensuring accurate financial reporting, robust internal controls, and smooth month-end and quarter-end closes while setting the standard for financial excellence. • Lead the company’s first financial audit, driving preparation, coordination, and communication with external auditors. • Contribute to company-wide financial strategy, ensuring accounting processes align with business goals and growth plans. • Develop and document revenue recognition policies and accounting procedures in line with GAAP. • Evaluate and enhance financial systems (currently QuickBooks Online) and recommend tools to support future growth. • Manage cash flow, banking operations, and reconciliations with precision and reliability. • Oversee outsourced tax partners.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking to fill a number of key positions within our organization including this Treasury Manager opportunity at National Dentex in Palm Beach Gardens, FL. This is a remote opportunity. The regular hours for this position are from 8:00 AM to 5:00 PM, Monday through Friday, and subject to change from time to time. This is a full-time position featuring employee benefits including: - Health, dental, vision, disability, and life insurance - Paid holiday, vacation, and sick time - 401K with company contribution - Tuition assistance Primary Responsibilities and Essential Functions of the Position: - Oversees all aspects of cash management including bank account rationalization, bank account structure, fee minimization, intercompany funding and payments. - Lead efforts to develop and update as well as ensure compliance to treasury management policies. - Manage and maintain relationships across the banking community including corporate bankers, bank operational counterparts as well as treasury infrastructure and technology providers. - Oversees and ensures accuracy of all transaction-based cash flow processes. - Review and initiate wires and ACHs through the treasury systems and resolving discrepancies. - Manages positive pay items for ACH and checks in the banking system. - Reviews monthly bank analysis statements for errors and possible cost reduction opportunities. - Participates and directs special projects related to process implementation, automation, and reporting as needed. - Analyze and provide reporting to senior and executive leadership on treasury matters such as forecasting cash flows, executive treasury summary, and investment compliance. - Collaborate closely with Finance/Accounting, Accounts Payable, Tax and IT to understand and improve reporting for cash management and cash forecasting requirements. - Provide expertise in audit support, accounting research, ad-hoc analyses and process improvement as required. - Review treasury functions, look for process improvement opportunities utilizing both internal automation options and lower cost external alternatives. - Assist in meeting with cross-functional teams when discussing merger and acquisition strategies and the impact on cash flow forecasts. - Assist in driving results related to maximizing free cash flow (FCF) and position cash at the end of each quarter/year to obtain the most favorable reporting results for the company. - The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. Qualifications - Strong analytical, financial and systems skills. - Hands-on experience in cash flow forecasting and cash management. - Experience working within a multi-entity company is preferred. - Certified Treasury Professional (CTP) designation is a plus. - Excellent written, verbal and interpersonal communication skills with the ability to interact effectively and comfortably with all levels both internally and externally. - Results-oriented with strong technical, analytical and problem-solving skills. - Able to succeed and multi-task in a high-growth, fast-paced, changing environment. - Must possess a desire to continually develop skills and product knowledge. Requirements - Undergraduate Degree or equivalent combination of education and experience in a related field. - Minimum 5 years of corporate treasury experience with some global experience. Hazardous Materials or Equipment Used - All office equipment. Physical Requirements - Must be able to sit and/or stand for long periods.