Finance Manager at HEALWELL AI | Ontario, CA | Rezi

Finance Manager at HEALWELL AI

Finance Manager

HEALWELL AI · Ontario, CA

2 days ago

Finance Manager

HEALWELL AI · Ontario, CA

3 days ago
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About the Role

HEALWELL AI is seeking a proactive and experienced finance professional to join their team and play a key role in scaling and transforming the company's global finance function. This role will optimize financial close, consolidation, and reporting processes, drive continuous improvement, and leverage automation and AI-enabled solutions.

Responsibilities

  • Prepare accurate and timely financial statements in compliance with IFRS.
  • Conduct financial analysis, variance analysis, and provide insight to support decision-making by senior management.
  • Assist in the development of financial reports and dashboards for monitoring key SaaS performance indicators (KPIs).
  • Supervise and review the work of the accounting team, including accounts payable, accounts receivable, and general ledger activities.
  • Provide guidance on revenue recognition policies to the accounting team and explain these policies to business unit leaders.
  • Ensure adherence to accounting principles, policies, and procedures and standardization of policies across multiple business units.
  • Oversee the month-end, quarter-end, and year-end close processes to ensure accuracy and completeness of financial records.
  • Support the cash flow planning and management process to ensure sufficient liquidity for operations and growth.
  • Manage relationships with financial institutions.
  • Assist in the establishment and maintenance of internal controls to safeguard company assets and maintain the integrity of financial data.
  • Ensure compliance with IFRS (International Financial Reporting Standards), tax regulations, and other financial reporting requirements.
  • Assist with external audits, including providing necessary documentation and addressing audit inquiries.
  • Collaborate with the finance team to support the quarterly / annual budgeting process.
  • Assist in the development of financial forecasts and projections.
  • Monitor budget performance and provide recommendations for adjustments as needed.
  • Identify opportunities for process improvements and efficiencies within the financial month end close process.
  • Optimize the use of the accounting system (Netsuite) by standardizing the Chart of Accounts and automating key financial reports.
  • Collaborate with external stakeholders, such as auditors, tax advisors, and regulatory agencies, as needed.
  • Mentor and develop finance team members to enhance their skills and knowledge.
  • Stay current with accounting and financial industry trends and regulations and share insights with the team.
  • Support the integration process for new acquisitions and assist in developing an integration playbook.

Requirements

  • Excellent analytical, problem-solving, and organizational skills.
  • Detail-oriented with a high degree of accuracy in financial data analysis and reporting.
  • Effective communication skills, both written and verbal.
  • Ability to work collaboratively in a team and lead by example.
  • Strong working knowledge of IFRS GAAP.
  • Public company experience and/or experience taking a company public is highly desirable.
  • Strong understanding of accounting principles, financial regulations, and reporting standards.
  • Flexible, adaptable, and agile style and can adjust to multiple demands and a changing, fast paced, high-pressure environment.
  • Takes responsibility for assigned tasks and shows initiative to suggest improvements to systems, processes, and procedures.
  • Highly organized, manages time well and brings projects in on time and on budget.
  • Adept at explaining complex ideas and concepts in simple terms and ensuring open lines of communication throughout the organization.
  • Not afraid to ask new questions and challenge the status quo in the best interests of the business.
  • Skilled at persuading experienced managers to think about the business differently.
  • Trustworthy, high integrity.
  • Strong communicator, sets the tone for openness, transparency, and respect.
  • Possesses a high degree of resiliency and is energized by a fast paced, dynamic growth environment, innovative mindset.
  • Understand what needs to be done to continue to mature the organization’s financial acumen and processes.
  • Makes sounds decisions, is focused and explicit in his/her decision making.
  • Consultative and collaborative – rolls up sleeves!
  • Values teamwork and inspires achievement in others.
  • Is respected for his/her technical expertise, valued guidance, and track record.
  • Strategic mindset: drives change effectively.

Skills

  • AI
  • Data Science
  • Preventative Care
  • Financial Reporting
  • Financial Analysis
  • Variance Analysis
  • SaaS KPIs
  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Revenue Recognition
  • IFRS
  • Cash Flow Planning
  • Internal Controls
  • Tax Regulations
  • External Audits
  • Budgeting
  • Forecasting
  • Process Improvement
  • Netsuite
  • Microsoft Power BI
  • M&A Integration

Location

  • Global

Work Type

  • Full-time

Experience Level

  • 7 years of progressive experience in accounting and finance roles.

Education Level

  • University degree preferably in finance or business with an accounting designation (CA, CPA) and/or an MBA.

About the Company

  • HEALWELL AI is a healthcare technology company focused on AI and data science for preventative care.
  • The company’s mission is to improve healthcare and save lives through early identification and detection of disease.
  • As a physician led organization with a proven management team of experienced executives, HEALWELL AI is executing a strategy centered around developing and acquiring technology and clinical sciences capabilities that complement the company’s roadmap.

Equal Opportunity

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