Manager Accounting & Finance

Job Locations US-IL-Chicago
Active/Full Time/Regular

Job Description

The Finance & Accounting Manager will be responsible for planning, supervising, and coordinating a variety of financial and accounting functions that may include, but are not limited to: general accounting, financial statement preparation and reporting, accounts payable processing, accounts receivable management, auditing, compliance, tax, and administrative functions (e.g. establishing legal entities, maintaining licensure, etc.). This position is also responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements. The Finance & Accounting Manager is also responsible for building and managing a team to ensure that work is properly allocated and completed in a timely and accurate manner. This position will operate on tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, year-end audit preparation, compliance and support of budget and forecast activities.

Job Requirements

Educational and Experience Requirements:

  • Bachelor’s Degree in Accounting, Finance, Business, Economics, or related field required, Master’s degree preferred.
  • CPA Certification preferred.
  • Minimum four (4) years of supervisory or lead experience over a general accounting function (including but not limited to public accounting/audit, transaction due diligence, or internal corporate finance).
  • Strong knowledge of Microsoft Office Suite.
  • Proficient in Accounting and financial-related computer software. Preference for NetSuite
  • Healthcare industry experience preferred


Required Skills and Abilities:

  • Strong knowledge of accounting principles
  • Expert in Microsoft Excel
  • Ability to analyze a wide variety of source data to develop revenue, expense, and other accruals
  • Ability to use (or quickly learn to use) accounting software, preferably NetSuite
  • Ability to perform financial analysis and budgeting/modeling in Microsoft Excel
  • Strong ability and desire to learn and develop subject matter expertise about WellBe’s business
  • Ability to multi-task and meet deadlines required, including working >40 hours per week
  • Ability to clearly and simply summarize & explain complex accounting and financial concepts
  • Strong interpersonal skills



  • Timely and accurate financial statements with clean audit letters
  • Robust financial reporting packages
  • Accurate budgeting and forecasting
  • Demonstration of WellBe’s company values


Supervisory Responsibility: This position will have no direct reports.  Will be required to help supervise an external bookkeeping firm.


Travel requirements: Travel may be required up to 10% locally or nationally


Work Conditions: Ability to lift up to 20lbs.  WellBe is currently working in-person in the office. Partial work from home is a possibility after demonstrated strong performance.


The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification.  Management reserves the right to add, modify, change or rescind the work assignments of this position.  Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of this role. 

Job Summary

WellBe Senior Medical is an innovative, private-equity backed healthcare company focused on providing the highest quality geriatric care (care of older adults) to frail, elderly Medicare Advantage patients with multiple chronic medical conditions.  This population is typically underserved and very challenged with access to quality care.   To address these problems, WellBe has elected to bring the care to the patient, instead of trying to bring the patient to the care. Care is provided throughout the entire continuum of care – from chronic care and urgent care in the home, to hospital, to skilled nursing facility, to assisted living, to palliative care, to end of life care.  WellBe's physician-led geriatric care teams provide “concierge” level geriatric medical care and social support in the home as well as delivering and coordinating care across the entire continuum.


This is a highly unique role at an innovative, fast-growing, private-equity backed healthcare company.  As the first employee in the Accounting & Finance department other than the CFO, you will be tasked with helping to build the department from the ground-up.  If you possess strong accounting and finance knowledge, a willingness and ability to learn quickly, and an entrepreneurial attitude, this is the role for you. This is NOT a traditional accounting & finance position.  This job has significant long-term growth opportunity.


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