Accounting & Finance Manager
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.
Our Culture
- Medici is a high-performing team that genuinely enjoys working together. We care deeply about our mission and about each other. We value personal ownership, strong communication, and supporting one another’s growth. Health and wellness are part of our culture—both professionally and personally. Team gatherings have included yoga and sound bath sessions, trying new fitness classes together,playing pickleball and bowling together, and sharing farm-to-table dinners. We’re ambitious and driven, but we also believe in balance, connection, and building a company we’re proud of. We’re a high-trust team. Leadership is supportive and available, but we don’t micromanage—this role requires strong judgment, follow-through, and comfort working independently.
- We’re also values-driven, and faith is important to our CEO and present in our culture; we welcome people of all backgrounds who align with how we work.
Skills
As published by lever · 11 questions · 4 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Medici Clinical Management
Short answers (2)
- What are your salary expectations for this position?
- Linkedin URL
Pick from a list (5)
- Are you legally authorized to work in the United States without the need for employer sponsorship or additional work authorization?
- How did you find our job post?
- Do you currently hold any form of temporary work authorization (e.g., OPT, H-1B, O-1 Visa, L-1 Visa, J-1 Visa, F-1 Visa, EAD), or would you require any form of work authorization to continue working or remain in the U.S. in the future?
- Which of the following have you personally owned in a previous role? optional
- This role requires working onsite at our Austin clinic one day per week. Are you able to meet this requirement?
Written answers (4)
- When can you start a new role?
- Are you passionate about promoting a healthy lifestyle and preventive care? If so, what specifically interests you about it?
- How many years of experience do you have managing day-to-day accounting and financial operations?
- How have you used AI or automation in a finance or accounting role? Please share a specific example of a process you automated or improved, the tool(s) you used, and the impact it had