is looking for Finance/Accounting Manager who will oversee the Financial Operations team and analyze and support Finance, Operations, and Sales of DrTalks. This position will be a combination of functional, management, and strategic work supporting overall business and overall company strategy and goals. A fit with the company values is imperative for the Finance Manager as this position acts as a leadership example in support of company values. The ideal candidate will have a strong work ethic, act in a manner serving others, and develop strong relationships through open communication.
Who are we: DrTalks brings together some of the most sought-after leaders on the front lines of health, wellness, and medicine.
We provide on-demand access to talks, summits, and more to people in need of it — straight from the source. In short, we help specialized doctors share their knowledge and expertise with audiences around the world.
The Team: You’ll be joining a fully remote team. Your colleagues are located in different parts of the world. Together you’ll create successful summits.
Essential Job Functions:
Provides leadership, development and coaching to Financial Operations Group which includes supervising Lead Financial Analysts and Financial Analysts in the successful performance of monthly activities including assisting with month end close, reporting, P&L analysis and forecasting
Coordinates the preparation of budgets, rolling forecasts, financial reports and variance explanations for respective programs.
Identifies potential hires and determines staffing needs and capabilities through succession planning activities
Provides business counsel to Program Managers, Client Services Directors, and Sales including discussion of P&L risks and opportunities
Partners with Sales, Delivery and Practice Leads to review new business opportunities and create pricing proposals for prospects in Sales pipeline
Reviews terms and conditions in contractual documents including, but not limited to, Services Agreements, Statements of Work, Letters of Intent, Nondisclosure Agreements and facilitate drafting and proposing language for these documents to eliminate and/or mitigate company risks (legal risks, financial risks, etc.).
Partner with Legal and Sales in negotiating terms and conditions with clients
Performs reviews of Financial Reporting Packages to ensure accuracy and relevance and works with Operational Leadership to improve/develop new reporting
Monitors risk and internal controls for Finance Operations Department and Company
Ability to analyze financial information and comply with regulation
Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth.
Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements.
Execute accurate reporting that enables sound analysis and financial recommendations.
Comply with national and local financial regulations by studying existing and proposed legislation.
Assist with escalated Accounts Receivable issues
Required Knowledge, Skills, and Abilities:
Must be proficient in Microsoft Excel
Ability to successfully organize and manage multiple projects
Ability to effectively communicate with various audiences
Ability to make decisions utilizing proper analytical tools
Problem solving skills to complete complex tasks on time
Negotiation Skills
Excellent time management and organizational abilities
Demonstrated ability to create and maintain relationships
Ability to expand business knowledge beyond core responsibilities
Customer service attitude and consultative approach are critical for success in this role
Utilize the firm’s client-centered wealth management philosophy to develop sound financial plans for our clients.
Evaluate clients’ financial documents including their income, expenses, and liabilities.
Offer support and guidance in financial and investment planning.
Customize financial plans according to client’s changing needs.
Experienced with Financial report metrics like customer life time value and Cost per Aqusition.
Job Requirements:
Bachelor Degree in Business or relevant work experience
5 years’ of relevant “hands on” experience with 3-4 years of management experience
Previous supervisory experience, preferably advising and directing the work of Financial Ops Team
With knowledge in finance and accounting for US regulations/law especially in California (i.e. GAAP, etc.).
Experience and proficiency operating as a financial and collaborative partner with executive level, field staff and external clients
Must be willing to work US Pacific Time
APPLY FOR THIS JOB:
Company: Australian Outsourcing Company
Name: Marlie del Rosario
Email: