Corporate Finance Associate

2 weeks ago


Carlsbad, California, United States Carlsmed Full time
Job Overview

Salary: $70k-90k Annually

About Carlsmed

Our commitment is to enhance outcomes and reduce healthcare costs for spine surgery and beyond. The Carlsmed aprevo personalized surgery platform aims to elevate the standard of care for spine surgery, focusing on individual patient needs.

Position Summary

We are in search of a detail-oriented and flexible Staff Accountant who thrives in a fast-paced environment and is dedicated to producing exceptional results within the corporate accounting domain. This role requires a commitment to fulfilling the needs of both internal and external stakeholders, utilizing a blend of established tools and innovative strategies to continuously improve our operational workflows. The Staff Accountant will report directly to the Senior Director of Accounting and should possess strong analytical skills, creativity, and a passion for teamwork.

Key Responsibilities

  • Accounts Payable: Oversee the accounts payable process, including general ledger coding and verifying invoices against purchase orders for accuracy and approval prior to payment. Maintain the vendor master file in NetSuite and assist department leaders and vendors with various inquiries related to accounts payable. Ensure 1099 data for vendors is accurate and assist with annual reporting requirements.
  • Concur Administration: Manage the administration of Concur and the corporate credit card program.
  • Accounts Receivable: Direct the accounts receivable process by generating invoices, managing customer collections, conducting credit reviews, and producing relevant reports.
  • Financial Closing: Execute monthly financial closing tasks for the corporate accounting division, including journal entry creation and account reconciliations.
  • Financial Statements: Contribute to the preparation of both department-level and consolidated financial statements.
  • Budget Analysis: Analyze actual results on a monthly and quarterly basis against the established budget.
  • Audit Preparation: Compile organized documentation to facilitate the annual financial statement audit.
  • Reporting: Assist in generating standard and ad-hoc reports for the Chief Financial Officer and Senior Director of Finance.
  • Process Improvement: Proactively identify opportunities to enhance internal controls and optimize business processes.
  • Compliance Reporting: Assist with the annual Sunshine Act compliance reports for CMS.
  • Special Projects: Actively engage in special projects as assigned.

Qualifications

  • Bachelor's degree in accounting, finance, or a related field.
  • 3-5 years of relevant professional experience.
  • Experience with the accounts payable process in a public company, preferably in a small to mid-sized public company.
  • CPA certification is preferred but not required.
  • Familiarity with NetSuite and Concur is advantageous.
  • Prior experience in the medtech sector is a plus.

Skills

  • Proficient in Microsoft Excel, including pivot tables and VLOOKUP.
  • Exceptional attention to detail and strong organizational capabilities.
  • Excellent communication skills.
  • Ability to manage multiple tasks with varying priorities.
  • Capacity to work both independently and collaboratively in a team-oriented setting.

Equal Opportunity Employer

Carlsmed is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Carlsmed is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

Compensation

We offer a competitive salary and benefits package that reflects our commitment to the health and well-being of our employees and their families, including covering 100% of monthly healthcare, dental, and vision insurance premiums, a 401(k) plan with employer matching, and unlimited PTO. The expected pay range is $70,000-90,000 annually, with compensation varying based on relevant skills, experience, and key attributes.



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