Financial Controller

Medici•San Antonio, TX

10d•Hybrid

About The Position

Medici is a modern Executive Health Center and technology company providing prevention-first executive health exams and developing Dr. Gabi, an AI health companion app. The Financial Controller will own the company’s day-to-day financial operations across multiple entities and help strengthen financial operations as the organization grows. This is a hands-on, technology-forward role focused on using AI, automation, and modern financial tools to improve efficiency, accuracy, reporting, and financial controls. The position partners with Operations, Care Concierge, leadership, and external finance professionals, and requires independent judgment and ownership in a fast-paced, growth-stage environment. This is a hybrid position requiring on-site attendance at Medici’s San Antonio clinic two days per week and its Austin clinic one day per month.

Requirements

Demonstrated experience using AI, automation, or technology to improve finance and accounting processes, including identifying automation opportunities and improving efficiency, accuracy, and financial controls.
Bachelor’s degree in Accounting, Finance, or a related field.
At least 5 years of progressive accounting, finance, or financial operations experience.
Strong foundation in accounting principles, financial reporting, reconciliations, accounts payable, accounts receivable, and financial controls.
Strong analytical and problem-solving skills, including the ability to improve processes and build scalable financial workflows.
Experience with accounting and financial management systems.
Exceptional attention to detail, organization, and follow-through.
Ability to work independently, take ownership of outcomes, and thrive in a fast-paced, growth-stage environment.
Curiosity and willingness to evaluate emerging AI and financial technologies.
Ability to attend the San Antonio clinic two days per week and the Austin clinic one day per month.

Nice To Haves

QuickBooks experience.
Experience with accounts payable and payment platforms such as Bill.com or similar systems.
Experience with multi-entity financial operations, recurring revenue, memberships, subscriptions, or healthcare billing.
CPA or similar professional accounting designation.

Responsibilities

Own day-to-day accounting operations across multiple Medici entities.
Manage accounts receivable, including membership billing, service invoicing, payment reconciliation, collections, and account maintenance.
Ensure recurring membership and service invoices are accurate and generated on time.
Design, implement, and maintain scalable billing and payment-tracking processes.
Use AI, automation, and financial technology to streamline workflows, improve accuracy, reduce manual work, and strengthen financial controls.
Identify opportunities to automate or AI-assist accounts receivable, accounts payable, reconciliations, reporting, forecasting, and other financial processes.
Evaluate and implement tools, workflows, and process improvements for a scalable, technology-enabled finance function.
Manage accounts payable, including vendor and contractor payments, employee reimbursements, expense review, and Bill.com workflows and approvals.
Maintain accurate financial records and oversee activity in QuickBooks.
Lead month-end and year-end close processes, including reconciliations and financial reporting.
Prepare monthly financial statements and provide reports to leadership.
Monitor cash flow and support budgeting and forecasting.
Coordinate payroll processing and ensure timely, accurate payments to employees and international contractors.
Coordinate with external accountants, auditors, and tax advisors as needed.
Develop and improve financial processes, controls, billing workflows, and reporting procedures.
Work with Operations, Care Concierge, and Leadership teams on accurate billing, reporting, and financial management.
Identify process gaps, resolve financial discrepancies, and improve operational efficiency.