
We are a first-of-its-kind, highly specialized advisory tailor-made for physicians. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.
11 - 50 employees
💰 $12M Series A on 2023-04
September 16

We are a first-of-its-kind, highly specialized advisory tailor-made for physicians. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.
11 - 50 employees
💰 $12M Series A on 2023-04
• Oversee company accounting operations including general ledger, field accounting, accounting policy, acquisition integration, and internal/external reporting • Lead timely and accurate monthly, quarterly, and annual financial close processes • Prepare internal and external financial statements in accordance with GAAP • Ensure compliance with regulatory, tax, and financial reporting requirements • Manage relationships with external auditors and coordinate annual financial audits • Design and implement effective internal controls to safeguard company assets and ensure compliance • Partner with the CFO and executive team to provide financial insights and support strategic decision-making • Develop and maintain accounting policies, procedures, and documentation • Supervise, mentor, and develop the accounting team • Oversee consolidation of multiple business units and/or subsidiaries • Participate in due diligence and integration for M&A activity • Manage the company’s ERP and financial reporting systems; drive automation and process improvements
• Bachelor's degree in Accounting or Finance (Master's preferred) • 10+ years of progressive accounting experience, including public accounting and corporate accounting • 5+ years in a leadership role, preferably in a high-growth or private equity-backed environment • Strong knowledge of US GAAP and internal controls (SOX experience a plus) • Experience with financial reporting systems (e.g., NetSuite, Oracle, SAP, QuickBooks Enterprise) • Excellent analytical, leadership, and communication skills • Ability to work in a fast-paced, dynamic environment and manage multiple priorities • High attention to detail and a commitment to accuracy and integrity • Preferred: Experience in multi-entity, multi-location organizations • Preferred: Prior exposure to M&A and post-acquisition integration • Preferred: Familiarity with private equity reporting requirements
• An attractive total compensation package • Employer-sponsored health insurance (medical, dental, vision) • 401k + 5% match • Offers Bonus
Apply NowSeptember 6
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