Senior Financial Analyst & Accounting Cont...

About the job Role: Senior Financial Analyst

Type: Full-time, Independent Contractor

Location: Remote

Work hours: 9:00 AM – 5:00 PM (US Pacific time – must have overlapping hours; flexible for some non-client-facing work).

Position Overview

We are seeking a mid-to-senior level finance professional who can balance hands-on bookkeeping with higher-level financial strategy. This hybrid role requires someone comfortable managing day-to-day accounting tasks while also providing financial insights, profitability analysis, and strategic guidance.

The ideal candidate will bring strong technical expertise, experience with vendor management and operational budgeting, and the ability to implement improvements that drive business growth. This role is best suited for someone who can “get their hands dirty” in the details while advising leadership on financial strategy.

Key Responsibilities

Bookkeeping & Systems Management Manage bookkeeping in QuickBooks. Integrate financial data with patient metrics to inform decision-making. Financial Analysis & Reporting Conduct financial analysis on patient volumes, cancellations, and revenue trends. Prepare weekly and monthly financial health reports for leadership. Provide strategic advice on budgeting, cash flow, forecasting, and profitability improvements. Vendor & Operations Management Manage vendor relationships, negotiate pricing, and handle ordering. Oversee expense management and monitor budget adherence. Possible light collections follow-up with vendors or partners. Process Improvements Identify and implement efficiencies in financial workflows. Ensure accurate, timely, and reliable reporting across systems.

Hard Skills

Proven accounting and bookkeeping expertise (QuickBooks required). Strong experience in financial reporting and strategic analysis. Proficiency in budgeting, forecasting, and expense management. Vendor management and procurement negotiation skills. Familiarity with U.S. financial and tax norms (independent contractor level).

Soft Skills

Entrepreneurial mindset — able to balance strategic insight with hands-on execution. Strong communicator for internal collaboration and vendor discussions. High-level critical thinking, problem-solving, and proactivity. Deadline-driven, detail-oriented, and highly organized. Trustworthy and discreet, with strong confidentiality standards.

Experience

7-10 years of professional experience in accounting/finance. CPA qualification preferred, but not required. Prior experience in both bookkeeping and financial strategy roles.

Future potential to grow into CFO-level as the business scales.