Financial Accounting Manager

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November 5

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Tali AI

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Artificial Intelligence • Healthcare Insurance • SaaS

Tali AI is a leading AI Assistant that focuses on optimizing clinical workflows by generating complete clinical documentation. Designed to save clinicians time and reduce administrative burdens, Tali combines AI Scribe for capturing patient visits, Medical Dictation for voice-to-text processing, and Medical Search for efficient information retrieval. Tali integrates seamlessly with EHR systems, allowing clinicians to focus on patient care while ensuring accurate and efficient documentation.

11 - 50 employees

Founded 2020

🤖 Artificial Intelligence

⚕️ Healthcare Insurance

☁️ SaaS

💰 Seed Round on 2023-11

📋 Description

• Manage full cycle accounting process, including month-end close, general ledger reconciliations, and preparation of financial statements ensuring accurate and timely financial reporting • Lead the Account Receivable invoice and collection initiative • Manage the Accounts Payable cycle and payments through Quickbooks, Float and Stripe • Process payroll with 3rd party payroll provider • Track and calculate revenue share with major partners • Maintain amortization and deferred revenue schedules • Manage monthly review and journal entries the company’s CAD and USD credit card transactions • Work with the CFO and management to develop the annual operating budget • Develop multi-year financial projection model to project the company's P&L and runway • Update and maintain rolling monthly financial projections • Produce monthly/quarterly reports that track actual financial results against the budget • Performing variance analysis to explain the "why" behind deviations • Be a strategic partner to department heads (Sales, Marketing, Product) by providing data-driven financial-based insights to help them manage their own budgets and make investment decisions • Drive the preparation and development of materials for quarterly Board of Directors meetings in close partnership with the CFO • Lead the financial analysis and due diligence for corporate development activities related to equity, debt, and non-dilutive capital raising efforts • Develop and maintain robust reporting by collaborating with the Revenue and Data Operations team to ensure accurate tracking of key revenue metrics and overall business performance • Execute high-priority, cross-functional strategic projects and initiatives as required by executive management

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or related field; CPA designation (or progress toward it) • 3+ years of progressive accounting and financial management experience, including full-cycle accounting and reporting and third-party payroll providers • Strong understanding of ASPE and GAAP, revenue recognition, and deferred revenue • Proven experience with budgeting, forecasting, and financial modelling • Excellent time-management, organizational, analytical, and communication skills with the ability to translate data into actionable insights • Collaborative, detail-oriented, and adaptable, thrives in a fast-paced, growth-oriented environment • Upstanding, ethical, and confidential with sensitive information • Solid working knowledge of QuickBooks, Google Sheets, and Excel is essential. Familiarity with Float, Hubspot and Stripe is a strong plus. Experience in SaaS or tech industry is HIGHLY desired.

🏖️ Benefits

• Hybrid work options & flexible work hours • Comprehensive health and wellness benefits from day one • Competitive time-off, including company-wide holidays between Dec 25 - Jan 1 • $2000 in annual "Knowledge Dollars" for professional development • Quarterly socials & company outings