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Manager of Finance and Accounting

Waltz Health

Waltz Health

Accounting & Finance
Chicago, IL, USA
Posted on Tuesday, April 9, 2024

We are a Chicago-based technology startup that is leading a new way forward for prescription care. We’re rethinking the pharmaceutical supply chain, introducing AI-driven marketplaces that drive down costs, and new consumer tools that guide decisions on care. Led by a team of industry experts, we’re fixing the high costs and broken experiences that define our pharmaceutical supply chain. We believe that better pricing, more information, and smarter tools can lower costs, empower consumers and help payers take control of their pharmacy benefits. The technology we’re building is the start of a new way of working together – making better outcomes possible for all.

Waltz Health Values

  • Integrity: We are committed to protecting the value of clinical care across the pharmaceutical system. We are truthful and honest in our commitments with all our partners.
  • Inclusion: We advocate for change that benefits us all, a smarter system that works together. We embrace our differences as well as the unique perspectives our employees and partners bring with them.
  • Access: We are focused on breaking down barriers to bring choice back to the healthcare experience. We want to help all our partners get the right prescription care at the right cost.
  • Accountability: We take ownership of the quality of our work and the outcomes we deliver. Our focus is on delivering a best-in-class experience for our partners while achieving bold targets.
  • Progress: We believe in moving healthcare forward in everything we do. We strive for a culture that is innovating better ways to deliver pharmaceutical care.

Job Description

Waltz Health is looking for an experienced and growth-oriented finance and accounting professional, with the passion and energy to establish and lead world-class finance in a high-growth business.

The mission of the Manager, Finance and Accounting is to operate disciplined, accurate, and insightful public-company quality GAAP-based financial processes at Waltz Health from the ground up. Success will require accurate, timely, and insightful work in support of the company meeting or exceeding budget goals.

You will be reporting to the Director of Finance and Accounting:

  • Scope of work will cover a broad finance and accounting spectrum at the start: Accounting, Tax, FP&A, and Financial Reporting.
  • Role will build on the existing Accounting and Finance environment in the company and work to make enhancements as the company grows and changes.
  • Key metrics of accountability include; accounting, reporting accuracy and timeliness, company budget attainment for cash flow, EBITDA, and CapEx.

In the first 90 days, you will:

  • Assume leadership of the monthly close, A/P and A/R processes, working with external accountants.
  • Execute existing plan for quarterly forecast updates and Executive and Board level, leveraging the existing FP&A model, NetSuite, and budget vs actual tools.
  • Collaborate with Director of Finance and Accounting to evaluate existing control environment and make, document, and enforce enhancements.

You will be successful because you have these traits and skills:

  • Are a “numbers person” – using numbers to create focus on achieving goals and always grounded in facts.
  • Thrive working independently, autonomously, and can adapt to changing needs of a growing company.
  • Are a clear communicator who is comfortable working with all levels of the organization.
  • Bring organization and planning discipline to your work, and to those around you.
  • Have a strong attention to detail.
  • Are able to think effectively, critically and creatively.
  • Open to a Chicago area-based, hybrid postion

We'd prefer you to have these skills:

  • Experience with SaaS and/or pharmaceutical companies and financial statements.
  • Experience with audit (as auditor or participating on business side).
  • Experience working in Oracle NetSuite

You have these qualifications:

  • Bachelor's degree in Finance or Accounting
  • 5+ years' experience executing on finance and accounting processes.
  • 3+ years GAAP financial statement analysis and forecasting experience
  • Experience forecasting financial statements and managing cash flow.
  • Intermediate to advanced excel skills (build and operate an assumption driven model, use pivot tables, etc.)
  • Intermediate PowerPoint skills, such as creating a presentation from scratch for internal, client, or executive.

Benefits for Full-Time Employees

  • Ground floor opportunity with one of the fastest-growing startups in health tech.
  • Competitive compensation, including meaningful stock options.
  • Flexible vacation and a work culture that allows for taking time to recharge.
  • Medical, dental, vision, 401K, commuter benefits, and more.