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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including budgeting, forecasting, and financial reporting, while leveraging modern financial technology to enhance accounting workflows. Proven leadership in overseeing multi-entity financial operations and improving operational efficiency.
Highest-signal resume keywords
Financial ManagementBudgetingForecastingQuickBooksAccounts Payable
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting PrinciplesFinancial ReportingCash Flow ManagementFinancial ControlsAccounts ReceivableCollectionsPayroll ManagementMonth-End CloseFinancial AnalysisProcess Improvement
Soft Skills
Analytical SkillsProblem-SolvingCommunicationOrganizational Skills
Tools & Technologies
QuickBooksBill.comAIAutomationFinancial Management Systems
Certifications & Qualifications
CPAMBA
Industry Keywords
Multi-Entity Financial OperationsRecurring RevenueMembershipsSubscriptionsHealthcare Billing
About the role
Key responsibilities & impact- Oversee accounting and financial operations across multiple Medici entities and affiliated businesses, including Health by Design
- Partner with the CEO and executive leadership on financial strategy, budgeting, forecasting, cash flow, and business planning
- Prepare and analyze financial statements, budgets, forecasts, and financial performance reports
- Monitor profitability, operating expenses, revenue trends, and financial performance across business entities
- Manage accounts receivable, including membership billing, service invoicing, payment reconciliation, collections, and account maintenance
- Develop and maintain scalable billing and collections processes
- Oversee accounts payable, vendor payments, contractor payments, employee reimbursements, and Bill.com workflows and approvals
- Maintain accurate financial records and oversee accounting activity within QuickBooks
- Lead month-end and year-end close processes, reconciliations, reporting, and financial controls
- Develop cash flow forecasts, monitor financial obligations, and identify opportunities to improve financial performance
- Leverage AI, automation, and modern financial technology to streamline accounting workflows and reporting
- Evaluate and implement financial systems, tools, and process improvements
- Oversee payroll coordination and timely payments for employees and international contractors
- Provide leadership and oversight to accounting personnel and improve communication between US-based operations and international accounting teams
- Partner with external accountants, auditors, and tax advisors
- Collaborate with Operations, Care Concierge, and leadership teams to improve billing accuracy, expense management, and financial reporting
- Identify financial risks, operational inefficiencies, and opportunities to improve profitability and support company growth
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, or a related field
- 8+ years of progressive accounting or finance experience, including financial management or leadership responsibilities
- Strong foundation in accounting principles, financial reporting, budgeting, forecasting, cash flow management, and financial controls
- Demonstrated experience overseeing accounts payable, accounts receivable, collections, payroll, and month-end close
- Experience partnering with executive leadership to provide financial analysis and strategic recommendations
- Proven ability to improve financial processes, reporting accuracy, and operational efficiency
- Experience managing or overseeing accounting and finance personnel
- Demonstrated experience leveraging AI, automation, or financial technology to improve finance and accounting workflows
- Strong analytical, problem-solving, communication, and organizational skills
- Experience with accounting and financial management systems; QuickBooks and Bill.com experience preferred
- Experience with multi-entity financial operations, recurring revenue, memberships, subscriptions, or healthcare billing preferred
- CPA, MBA, or similar professional qualification preferred, but not required
- Ability to work independently, take ownership of outcomes, and thrive in a fast-paced, growth-stage environment
Benefits
Comp & perks- Health, dental, and vision insurance
- Paid time off
- Access to advanced imaging technology
- Access to a supportive and forward-thinking clinical team
- Discounts on IV therapy and M-Sculpt sessions
- Free onsite yoga
- Catered healthy lunches