Finance & Accounting Specialist

About the Company We’re building infrastructure that makes healthcare innovation easier. Our customers already serve 3+ million patients and manage $15+ billion in annual medical spend. Today, we work with leading healthcare groups backed by top Silicon Valley investors such as Sequoia, General Catalyst, Y Combinator, Kleiner Perkins, Stanford, Khosla Ventures, and others. Our mission is to enable more innovation in healthcare—so more patients receive affordable care. About the Team Our leadership previously founded and led a national digital health company (>$15M raised), with a team of 100+ employees across the US and that sold to a 1,000+-person incumbent. We’re a tight-knit team that’s driven to move fast and take on some of the biggest problems in healthcare and ultimately improve patient lives. About the Role As our business grows, we're looking for a Finance & Accounting Specialist to help keep our financial operations accurate, compliant, and scalable. In this role, you'll own a broad range of finance and accounting functions — from bookkeeping and reconciliation to client billing and financial reporting. You'll be the person who makes sure our books are clean, our numbers tell the right story, and our finance processes can scale with the business. This role is ideal for someone with a strong accounting foundation who's also comfortable getting into the operational weeds — and who wants to build something, not just maintain it. What You’ll Own: Maintain accurate books across accounts payable, accounts receivable, and general ledger entries. Perform monthly reconciliations and support close processes to ensure clean, audit-ready financials. Generate, review, and send accurate client invoices based on contract terms and service details. Support collections and payment tracking, partnering with Client Success on billing questions and disputes. Assist with financial reporting and dashboards that give leadership clear visibility into business health. Identify process gaps and contribute to automation and workflow improvements over time. Support on ad hoc finance projects including vendor management, expense tracking, and compliance needs. Key Performance Indicators Your performance will be measured across: Books accuracy: clean, reconciled financials with no material errors Invoice accuracy: % of invoices issued without correction or re-issue Close timeliness: completion of monthly close tasks within established deadlines Collections health: average days to payment and % collected within terms 90-Day Expectations 30 days: Handling invoicing, supporting bookkeeping and reconciliation, fielding finance questions from internal teams. 30–60 days: Full ownership of core accounting functions + first process improvement shipped. 60–90 days: Driving reporting improvements and handling financial complexity independently. About You Core Experience 2–4 years in accounting, finance operations, or bookkeeping roles — ideally with hands-on experience across the full accounting cycle (AP, AR, GL, reconciliation, close). Strong attention to detail — you catch errors before they go out, and you care about clean records. Comfortable translating contract terms and business activity into accurate financial entries and client invoices. Excellent written and spoken communication — you can explain financial information clearly to non-finance stakeholders. Experience with modern accounting and finance tools (e.g., Stripe, Ramp, Mercury), strong spreadsheet skills, and comfort working across CRM and operational tools. What You Bring Energy and drive; you have a hunger for self-improvement and want to be around the most talented teammates who push you to do so. ( Kobe said it best. ) Excited by a fast-paced, startup culture where you’ll navigate ambiguity and solve big problems, with very high autonomy. Talent for identifying process improvement opportunities and creative ways to better structure operations. Interest in working in healthcare and helping healthcare innovation flourish. What We Offer Highly competitive salary and stock option grants (we want you to share in our growth). Compassionate, fun, and mission-driven culture of excellence and innovation. (We help companies bring new life-changing therapies into the world.) Many growth and advancement opportunities (company is regularly doubling, so there are many opportunities to step up). Work from home, remote job, with flexibility. Paid holidays and vacation time; paid sick time. HMO coverage; we prioritize your health and well-being. Culture of mentorship, learning, independence, and critical thinking. This role operates in Eastern Time (EST) hours. Tools We Use Gmail – Client communication and coordination with internal and external stakeholders Slack – Real-time communication and collaboration across teams Notion – Internal knowledge base, documentation, and operational playbooks HubSpot – Customer relationship management and client lifecycle tracking Quo (formerly OpenPhone) – Phone communication with clients and partners 1Password – Secure credential and access management across tools and systems Stripe – Payment processing for ACH, credit card, and recurring billing Mercury – Banking and payment operations