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This role will be responsible for managing core accounting activities, supporting financial reporting, and identifying opportunities to streamline processes through AI, automation, and modern financial tools.
The ideal candidate brings a strong accounting foundation, experience managing financial operations, and a proactive approach to problem-solving. We're looking for someone who takes ownership, works well independently, and is excited to implement scalable financial processes and controls that support Medici's continued growth.
Key Responsibilities:
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Oversee day-to-day accounting and financial operations across multiple Medici entities.
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Manage accounts receivable, including membership billing, invoicing, payment reconciliation, collections, and account maintenance.
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Oversee accounts payable, vendor payments, contractor payments, and reimbursements through Bill.com.
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Maintain accurate financial records in QuickBooks and coordinate month-end close activities, account reconciliations, and financial reporting.
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Prepare monthly financial statements and support cash flow management, budgeting, and forecasting.
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Leverage AI, automation, and modern financial tools to streamline accounting processes, improve accuracy, and increase efficiency.
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Identify opportunities to improve billing, payment tracking, reporting, and internal financial controls.
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Coordinate with payroll providers, external accountants, and international accounting partners to support accurate and timely financial operations.
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Collaborate with Operations, Care Concierge, and Leadership to resolve financial discrepancies and support business needs.
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Develop scalable financial processes and proactively identify opportunities for improvement as the company grows.
Qualifications:
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4+ years of progressive accounting experience, including hands-on responsibility for financial reporting, account reconciliations, and month-end close processes.
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Bachelor's degree in Accounting, Finance, or a related field.
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Strong understanding of accounting principles, accounts payable, accounts receivable, and financial controls.
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Experience with accounting software; QuickBooks and Bill.com experience is a plus.
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Familiarity with AI tools, automation, or financial technology, with an interest in applying these solutions to improve workflows.
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Strong analytical, organizational, and problem-solving skills with excellent attention to detail.
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Ability to work independently, manage competing priorities, and take ownership of financial processes.
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Experience in a startup, multi-entity organization, or recurring revenue business is a plus.
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Strong communication and collaboration skills, including the ability to work effectively across departments and with external partners.