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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing day-to-day accounting operations, including accounts receivable and payable, financial reporting, and process improvement using AI and automation. Proficient in leveraging financial technologies to enhance accuracy and efficiency in multi-entity financial operations.
Highest-signal resume keywords
Accounts Receivable ManagementFinancial ReportingQuickBooks ProficiencyAI and Automation ImplementationProcess Improvement
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 ControlsReconciliationsAccounts PayableAccounts ReceivableFinancial OperationsBudgetingForecastingBilling WorkflowsFinancial Statement Preparation
Soft Skills
Analytical SkillsProblem-SolvingAttention to DetailOrganizationIndependence
Tools & Technologies
QuickBooksBill.comFinancial Management SystemsAI TechnologiesAutomation Tools
Certifications & Qualifications
CPA
Industry Keywords
Multi-Entity Financial OperationsRecurring RevenueMembership BillingHealthcare BillingFinancial Reporting Procedures
About the role
Key responsibilities & impact- Own day-to-day accounting operations across multiple Medici entities
- Manage accounts receivable, including membership billing, service invoicing, payment reconciliation, collections, and account maintenance
- Ensure recurring membership and service invoices are generated accurately and on time
- Design, implement, and maintain scalable billing and payment tracking processes
- Use AI, automation, and modern financial technology to streamline workflows, improve accuracy, reduce manual processes, and strengthen financial controls
- Identify automation and AI-assistance opportunities across accounts receivable, accounts payable, reconciliation, reporting, forecasting, and other financial processes
- Evaluate and implement tools, workflows, and process improvements for a scalable finance function
- Manage accounts payable, vendor and contractor payments, employee reimbursements, expense review, and Bill.com workflows and approvals
- Maintain accurate financial records and oversee activity within QuickBooks
- Lead month-end and year-end close processes, reconciliations, and financial reporting
- Prepare monthly financial statements and provide reporting to leadership
- Monitor cash flow and support budgeting and forecasting
- Coordinate payroll processing and timely, accurate payments for employees and international contractors
- Partner with external accountants, auditors, and tax advisors
- Develop and improve financial processes, controls, billing workflows, and reporting procedures
- Work with Operations, Care Concierge, and Leadership teams on billing, reporting, and financial management
- Identify process gaps, resolve financial discrepancies, and improve operational efficiency
Requirements
What you’ll need- Demonstrated experience leveraging AI, automation, or technology to improve finance and accounting processes
- Bachelor’s degree in Accounting, Finance, or a related field
- 5+ years of progressive accounting, finance, or financial operations experience
- Strong foundation in accounting principles, financial reporting, reconciliations, accounts payable, accounts receivable, and financial controls
- Strong analytical and problem-solving skills
- Experience working with accounting and financial management systems; QuickBooks experience preferred
- Experience with accounts payable and payment platforms such as Bill.com or similar systems preferred
- Experience with multi-entity financial operations, recurring revenue, memberships, subscriptions, or healthcare billing preferred
- CPA or similar professional accounting designation preferred, but not required
- Exceptional attention to detail, organization, and follow-through
- Ability to work independently, take ownership of outcomes, and thrive in a fast-paced, growth-stage environment
- Curiosity and willingness to continuously evaluate emerging AI and financial technologies
Benefits
Comp & perks- Health insurance
- Dental insurance
- 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
