Finance & Accounting Manager

Flex HR•Highland Park, IL

1d•Onsite

About The Position

Forward Focus Concierge Medicine is a physician-owned practice serving the North Shore community with three boutique locations in Highland Park, Northfield, and Lake Forest. Founded in 2007 by Dr. Gary Schaffel as one of Chicago’s first concierge practices, we have grown into a trusted network of ten exceptional physicians united by a single belief: every patient deserves to feel seen, heard, and valued. Our mission is to deliver personal, unhurried, deeply human care — and that mission extends to every member of our team. From our physicians to our finance team, everyone here is chosen not only for expertise, but for the genuine ability to connect. We are a culture-first organization where precision and people skills are equally valued. We're not looking for someone to process transactions and call it a day. We're looking for someone who sees the story in the numbers — who notices when something's off before anyone asks and takes quiet pride in handing leadership a financial package that's clean, complete, and useful. This is a working role. You'll own the books, the close, the invoicing, and the vendor relationships — and you'll do it with the kind of calm confidence that makes the people around you trust you without having to think about it. Our CFO is a true partner and they're looking for someone who operates the same way. If you've been in accounting long enough to know you're good at it — and you want to do that work somewhere that means something – this role is for you.

Requirements

3–6 years of hands-on accounting or finance experience with clear, progressive growth
Demonstrated ability to own a monthly close independently, start to finish
Advanced proficiency in QuickBooks Online
Strong Excel skills: pivot tables, VLOOKUP, and formula-based financial templates
Exceptional attention to detail and organizational skills
Self-directed with the ability to manage competing priorities without supervision
Professional communication skills for cross-functional collaboration
Confident and composed in both vendor and patient-facing situations

Nice To Haves

Experience with multi-entity or multi-location accounting
Background in healthcare, medical practice management, or membership-based business models
CPA, CPA candidate, or MBA
Experience evaluating or implementing accounting or financial reporting software

Responsibilities

Post daily transactions in QuickBooks Online across all entities and locations
Own the full monthly close — reconciliations, P&L, balance sheet — delivered within 5 business days
Ensure all accounts are current with no outstanding variances over 30 days
Produce financial packages that leadership can rely on for confident decision-making
Process invoices for 3,500+ members on monthly, quarterly, and annual billing cycles
Resolve patient billing questions with patience, professionalism, and attention to detail
Maintain accuracy in our primary revenue stream — membership fee invoicing is mission-critical
Manage full-cycle accounts payable: process ACH, check, and credit card payments with clean documentation
Maintain vendor files, W-9s, and contract compliance records
Identify and implement improvements to our already-streamlined AP system
Run QuickBooks exports and apply formula-based Excel templates to allocate costs across physician partners
Review all outputs before they reach leadership and flag anything that does not look right
Partner with the CFO to evaluate whether better tools exist for this workflow