Financial Manager

About Us: 

Serenity AG is an investment and operations firm dedicated to enabling highly successful specialized medical practices. We are a dynamic, growth-oriented company seeking a results-driven Corporate Financial Manager to lead our accounting, financial reporting, and strategic planning functions. This role requires more than task execution—we're looking for a strategic thinker and solution-oriented leader who can turn financial insights into business results..

Job Description:

You are an experienced finance professional with a minimum of 10 years in corporate finance and accounting. You combine operational expertise with strategic thinking. You’re self-motivated, resourceful, and thrive in fast-paced environments where initiative and ownership are valued. You see numbers not just as data, but as a powerful tool to guide business decisions.

Responsibilities: 

• Manage corporate accounting operations including general ledger, reconciliations, journal entries, and month-end and year-end close.
• Prepare and analyze financial reports including budgets, forecasts, profit & loss statements, and balance sheets.
• Develop and implement financial strategies to support the organization's objectives and growth plans.
• Oversee cash flow management, accounts payable and receivable, payroll, budgeting, bank reconcilliations, and financial control processes.
• Oversee all bookkeeping activities, including accounts payable, accounts receivable, payroll, and bank reconciliations.
• Prepare monthly financial reports and support quarterly and year-end financial statement preparation for tax purposes.
• Collaborate with external CPAs and tax professionals to ensure timely and accurate filings.
• Build and maintain financial models to support forecasting, budgeting, and performance analysis.
• Partner with leadership to drive financial performance and guide strategic decision-making.
• Ensure compliance with GAAP, company policies, and regulatory requirements.
• Develop and maintain financial protocols that ensure accuracy, transparency, and ethical standards.
• Handle sensitive financial information with the highest level of confidentiality and security.
• Support and lead special financial projects as needed, contributing to continuous process improvement.
• Conduct financial modeling and risk assessment to guide operational and strategic decisions.
• Assist with the development and implementation of new financial systems or software.
• Manage relationships with financial institutions and external auditors.
• Provide financial insights and recommendations to the executive team for strategy development.
• Stay updated on industry trends and adjust the financial strategy accordingly.

Requirements

• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
• Minimum of 10 years’ experience in financial management, preferably within the healthcare sector.
• Advanced proficiency in QuickBooks and Excel; experience with financial modeling and reporting tools.
• Skilled with G-Suite and other cloud-based productivity platforms.
• Strong understanding of GAAP and financial reporting standards.
• Proven ability to work independently while communicating effectively within a team.
• Exceptional organizational, time management, and multitasking skills.
• Excellent written and verbal communication skills, including professional email and phone etiquette.
• Strong analytical skills and proficiency in financial modeling.
• Excellent understanding of financial regulations and compliance requirements.
• Ability to work collaboratively in a fast-paced environment while managing multiple priorities.
• Exceptional communication and interpersonal skills.
• Strong problem-solving abilities with a proactive approach to financial planning.
• Demonstrated leadership experience and ability to drive change within an organization.

Benefits

• Paid vacation and sick time
• Medical/Dental/Vision Insurance
• 401K Retirement savings plan with 6% match
• Employee Assistance Program
• Short Term Disability and Long Term Disability insurance
• Life Insurance
• Growth & Development opportunities