Posted on 2/22/2023
United States
Experience Level
  • A bachelor's degree in accounting, finance, or a related field and an active CPA license, MBA a plus
  • 5+ years experience in a controller or senior accounting roles at accounting firms and/or start-ups in highly regulated industries
  • You are highly technical: You have excellent technical accounting skills and deep knowledge of GAAP accounting rules and reporting standards
  • You're an enthusiastic self-starter: You thrive in a fast-paced and ambiguous environment. You are highly accountable and hold yourself to a high standard
  • You're meticulous and analytical: You pay close attention to details and can identify trends and provide insights to support business decisions through data analysis
  • You're excited by the opportunity to build: You have wanted an opportunity to build the foundation of a successful finance function through systems, processes, and team
  • You're mission-driven: You are motivated by our mission to improve the financial health and wellness of physicians all over the country
  • Oversee the day-to-day accounting operations and ensure compliance with GAAP and company policies
  • Implement a new or initial corporate ERP system, including structuring of GL accounts
  • Comfort in defining accounting systems and processes with a proven track record of driving accuracy, efficiency, and visibility
  • Consolidate, reconcile, and report monthly, quarterly, and annual financials
  • Coordinate and prepare internal and external financial statements, including for investors to support fundraising and the Board of Directors
  • Build and maintain financial forecasts to support budget development, scenario planning, and decision making
  • Design and enforced expense management policies, including oversight of corporate credit cards, A/P process, and evaluating new solutions to improve management of T&E
  • Successful completion of company audits from relevant regulatory entities
  • Partner cross-functionally with company leaders to create and achieve financial KPIs and support decisions based on financial analysis
  • Connect financial reporting to operational reporting to drive scalability and profitability
Desired Qualifications
  • Experience working in FinTech, especially with asset management, insurance, and/or tax-related revenues. Experience with an RIA is a plus
Forme Financial

11-50 employees

Physician financial planning platform