Accounting & Finance Specialist
About The Position
Root Causes Medicine is seeking an Accounting & Finance Specialist to own the clinic’s day-to-day financial operations. The role connects spending, revenue, liabilities, and financial reporting, ensuring the financial picture is accurate and current so leadership can make informed decisions. The specialist works closely with the Head of Practice and CFO and interacts with clinical staff, vendors, and department leads to gather and organize financial information. The position covers accounts payable and receivable, payroll, purchasing support, month-end and year-end close, expense compliance, internal reporting, audit support, financial systems implementation and data migration, and process improvement. The successful candidate is proactive, resourceful, organized, detail-oriented, deadline-driven, calm under close-cycle pressure, able to communicate financial information to non-finance colleagues, and discreet with sensitive information.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- At least 3 years of accounting, bookkeeping, or finance experience.
- Proficiency in QuickBooks Online or similar accounting software.
- Strong Excel skills and ability to use spreadsheets to solve problems.
- Experience with accounts payable, accounts receivable, and general ledger accounting.
- Proactive, resourceful, collaborative, and organized approach to gathering and archiving information.
- Comfort working in a healthcare environment, including informal communication channels.
- Strong numerical fluency and attention to detail.
- Results-oriented, deadline-driven, and calm under close-cycle pressure.
- Ability to communicate financial information to people without financial expertise.
- High integrity and discretion in handling sensitive information.
Nice To Haves
- Experience in healthcare or professional services is strongly preferred.
Responsibilities
- Manage accounts payable, including vendor invoices, payment processing, aging reports, and dispute resolution.
- Manage accounts receivable, including patient and payer payments, cash application, and collections follow-up.
- Process payroll accurately and on time.
- Support purchasing through purchase order management, vendor reconciliation, and coordination with supplement and supply inventory processes.
- Support month-end and year-end close, including reconciliations, schedules, and reporting.
- Review and process expense reimbursements in accordance with policy.
- Prepare recurring financial reports and schedules for leadership.
- Maintain organized records and provide responsive audit support as needed.
- Manage implementation of new financial systems and own data migration.
- Identify and flag process inefficiencies as the organization grows.
- Work with the Head of Practice, CFO, clinical staff, vendors, and department leads to maintain accurate and current financial information.
Benefits
- Access to Root Causes Medicine practitioners for the employee and their family.
- Competitive compensation commensurate with experience.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
