Accounting & Finance Analyst Department: Admin Employment Type: Full Time Location: Chicago, Illinois Reporting To: Stephanie St. Clair Description What's Up? Upfront Healthcare is driven to help every patient get the care they need. We are a high-growth Chicago based healthcare technology firm, and we are seeking a highly motivated Accounting & Finance Analyst. As our first dedicated accounting hire, you will be responsible for all daily operations support including leading month-end close processes and reporting. You will report directly to the Head (VP) of Finance. In this role you will work closely with senior leaders and have the opportunity to contribute to process improvements to help the business scale as we grow. This role represents a unique opportunity for a determined individual to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. Why Now? What we are doing is working, and we are growing fast! Through Upfront, patients are engaging and booking necessary care (like COVID Vaccines!) at rates 5 - 10x beyond industry benchmarks and platform utilization is growing rapidly as new products are in the pipeline. With our highly successful sales and account management teams we have an exciting year of opportunities ahead of us. As we grow, there is a need for a detail-oriented Accounting & Finance Analyst who will own the execution and the continual improvement of our accounting and reporting processes. Who Are You? You love working with numbers, have a high detail orientation, and are inherently curious. You are committed to continuous improvement in executing your own work and have a knack for problem solving. You embrace process-orientation and are adept at prioritizing your work to execute multiple projects concurrently. You act with discretion and are able to maintain confidential materials. You are nimble and comfortable with wearing multiple hats in a fast-paced environment. Role Responsibilities Work closely with the VP of Finance in completing an accurate month-end close process and budget to actual tracking Post transactions and categorize records in the GL Prepare month-end journal entries Reconcile general ledger accounts as needed Process monthly bank reconciliations Own weekly and monthly cash flow reporting to leadership Oversee Receivables and Payables Collaborate with data and services team to ensure accurate billing reports are generated Own invoice creation and confirm revenue is recorded correctly Prepare reporting packages and communication with key stakeholders Participate in annual budgeting process Analyze expenses and their drivers Assist with commission calculations Identify and implement improvements in accounting policies and procedures Qualifications Bachelor's in Accounting, Finance, or related field 2 - 3 years of experience in accounting related roles Experienced with payables, invoicing, collections, cash management, etc. Experienced with close procedures and financial reporting Able to multi-task and wear several hats Detail-oriented with superior analytical and evaluative skills and strong deductive reasoning ability Demonstrate strong initiative and personal accountability Results-focused with strong time management and prioritization abilities Proficiency with MS Word, Outlook, Excel, and PowerPoint Plus: Experienced with Complex Revenue Recognition Plus: Proficient in QuickBooks Online Benefits Competitive salary Stock options Medical, Vision, and Dental 401k FSA Life Insurance Employer paid short and long term disability Commuter Benefits Flexible PTO policy 14 paid company holidays Paid Personal Quarterly Community Service Day