Financial Analyst & Accounting Lead

Role Overview

• We are seeking a highly experienced, detail-oriented, and strategic Financial Analyst & Accounting Lead to take full ownership of the financial health, reporting, and structure of the business.
• This role goes beyond basic accounting. The ideal candidate will serve as a financial strategist and operational partner, providing clear visibility into business performance, profitability, and growth opportunities while ensuring accuracy, compliance, and strong financial systems.
• You will work closely with leadership to drive financial clarity, accountability, and scalable growth.

Key Responsibilities

Financial Oversight & Reporting

• Maintain complete and accurate financial records across all business operations
• Prepare monthly, quarterly, and annual financial reports (P&L, balance sheet, cash flow)
• Provide clear insights into revenue, expenses, profitability, and cost drivers
• Develop and maintain financial dashboards for real-time business visibility
• Analyze trends and provide actionable recommendations to improve performance

Financial Analysis & Business Intelligence

• Conduct in-depth financial analysis to assess business health and growth opportunities
• Monitor key metrics including:
  • Revenue by service/product line
  • Profit margins
  • Cost efficiency
  • Customer acquisition cost and lifetime value (if applicable)
• Support leadership with forecasting, budgeting, and scenario planning
• Identify inefficiencies, leakages, and opportunities to optimize revenue and reduce costs

Accounting Systems & Structure (QuickBooks Expert)

• Fully manage and optimize QuickBooks accounting system
• Design, implement, and maintain a robust Chart of Accounts aligned with business operations
• Ensure proper categorization of all transactions for accurate reporting
• Establish and enforce strong financial controls and processes
• Oversee reconciliations (bank, payments, payroll, inventory where applicable)

Audit, Compliance & External Liaison

• Act as the primary liaison with external auditors, tax consultants, and regulatory bodies
• Ensure full compliance with financial regulations and reporting standards
• Prepare all necessary documentation for audits and financial reviews
• Maintain audit‑ready financial records at all times

Cash Flow & Financial Management

• Monitor and manage cash flow, liquidity, and financial stability
• Provide insights on cash positioning and capital allocation
• Ensure proper tracking of receivables, payables, and outstanding balances

Process Improvement & Financial Discipline

• Establish and enforce financial policies, SOPs, and reporting structures
• Improve efficiency of financial workflows and reporting timelines
• Implement systems that support scalability and operational growth

Key Performance Indicators (KPIs)

• Accuracy and timeliness of financial reporting
• Clarity and usability of financial insights for decision‑making
• Cash flow stability and financial health tracking
• Audit readiness and compliance standards
• Improvement in cost efficiency and profitability

Ideal Candidate Profile

• Highly analytical: Able to translate numbers into clear business insights
• Strategic thinker: Understands how finance drives business growth
• Detail‑obsessed: Ensures accuracy and precision at all levels
• Proactive: Identifies issues before they become problems
• Structured and systems‑driven: Builds processes, not chaos
• Trustworthy and discreet: Handles sensitive financial data with integrity
• Confident communicator: Able to present financial insights clearly to leadership

Required Experience

• 5–8+ years in financial analysis, accounting, or similar roles
• Strong experience with QuickBooks (Advanced/Expert level required)
• Proven ability to set up and optimize charts of accounts and financial systems
• Experience working with auditors, tax consultants, and compliance processes
• Background in healthcare, medical aesthetics, or service‑based businesses is a strong advantage

What We’re Looking For (Non‑Negotiables)

• You must be strategic, not just transactional
• You must bring clarity to the numbers, not confusion
• You must take ownership of financial health, not just bookkeeping
• You must operate with precision, accountability, and integrity

Why Join Us

• Work with a fast‑growing luxury medical aesthetics brand
• Be a key decision‑making partner to leadership
• Opportunity to build and structure the financial backbone of a scaling business
• High‑impact role with visibility across all areas of the business