Financial Controller

Medici•San Antonio, TX

10d•Hybrid

About The Position

Dr. Gabi is seeking a hands-on, AI-forward Financial Controller to manage and strengthen financial operations as the company grows. This is an operational, technology-enabled finance role rather than a traditional back-office accounting position. The Controller will own day-to-day financial operations and use AI, automation, and modern financial tools to improve efficiency, accuracy, reporting, and financial controls. The role works across multiple Medici entities and partners with Operations, Care Concierge, Leadership, and external accounting and tax professionals. The position is hybrid, with on-site attendance at the San Antonio clinic two days per week and at the Austin clinic one day per month. The successful candidate will take ownership of the organization’s financial health, improve and scale financial workflows, and work independently in a fast-paced, growth-stage environment.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
At least 5 years of progressive accounting, finance, or financial operations experience.
Demonstrated experience using AI, automation, or technology to improve finance and accounting processes, including identifying automation opportunities and improving efficiency, accuracy, and financial controls.
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 generated accurately and on time.
Design, implement, and maintain scalable billing and payment-tracking processes.
Use AI, automation, and modern financial technology to streamline finance workflows, improve accuracy, reduce manual work, and strengthen 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 to make the finance function more scalable and technology-enabled.
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 reporting 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 to support growth.
Work with Operations, Care Concierge, and Leadership to support accurate billing, reporting, and financial management.
Identify process gaps, resolve financial discrepancies, and improve operational efficiency.