Financial Operations Associate

Sidekick Therapy Partners • Nashville, TN

5d • Remote

About The Position

The Financial Operations Associate supports the day-to-day financial operations of Sidekick Therapy Partners, with a strong focus on hands-on QuickBooks accounting, multi-entity financial management, and operational execution. This role is responsible for ensuring accurate and timely financial records, maintaining organized accounts payable and receivable processes, and supporting leadership with reporting and data requests. This individual will also assist with M&A integration efforts. The ideal candidate is a self-starter who is highly organized, detail-oriented, and comfortable adopting new technologies, including AI-powered tools, to improve accuracy, efficiency, and scalability.

Requirements

• 3+ years of experience in bookkeeping, accounting, or financial operations
• Strong hands-on experience with QuickBooks, including multi-entity environments
• Advanced proficiency in Microsoft Excel, including formulas and data organization
• Strong understanding of GAAP principles and chart of accounts structure
• Deep knowledge of accounts payable and accounts receivable processes
• Highly organized with strong attention to detail
• Ability to manage multiple entities and priorities simultaneously
• Self-starter with the ability to independently problem-solve and figure things out
• Analytical mindset with the ability to work with and organize financial data
• Strong written and verbal communication skills
• Reliable computer, internet connectivity, and the ability to manage financial systems are required

Nice To Haves

• Bachelor's or Master's degree in Accounting, Finance, or related field
• Experience in a healthcare organization
• Experience working in a multi-entity or shared services environment
• Exposure to M&A integrations or high-growth companies

Responsibilities

• Maintain accurate and up-to-date financial records across multiple QuickBooks instances
• Ensure all transactions are properly recorded and reconciled to bank and credit card statements
• Set up and manage prepaids and recurring transactions
• Maintain and organize the chart of accounts in alignment with GAAP principles
• Enter and manage vendor setup, including maintaining accurate records
• Process and enter bills and expenses in a timely and organized manner
• Record journal entries for payroll and shared services allocations
• Manage credit card entries and reconciliations across entities
• Own and manage accounts payable and accounts receivable processes across multiple entities
• Ensure timely and accurate vendor payments and invoice processing
• Track and follow up on outstanding receivables as needed
• Maintain strong organization across entities to ensure clean and accurate financial records
• Assist in pulling and organizing financial data for leadership reporting and ad hoc requests
• Support the creation and maintenance of financial reports and dashboards
• Utilize Excel, including formulas and data organization, to analyze and present financial information
• Ensure accuracy and consistency of data used for internal reporting
• Assist with QuickBooks and Sidekick’s financial processes for M&A integration
• Support data cleanup and process alignment for M&A integration
• Help identify gaps or inconsistencies and contribute to solutions for M&A integration
• Maintain confidentiality of sensitive financial information
• Support ad hoc financial and operational projects
• Attend company meetings, trainings, and integration-related discussions as needed
• Act as a proactive, solutions-oriented partner across teams

Benefits

• Health benefits (medical, dental, vision) for full-time employees with no waiting period
• W2 employment with salary or per-session pay options, paid bi-monthly
• Company-paid short- & long-term disability for full-time employees
• 401(k) match for all employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree