Incisive Consultants · 4 days ago
Finance and Compliance Manager
United States
Full-time
Remote
Mid, Senior Level
4+ years expIncisive Consultants is a rapidly growing Electronic Health Record consulting firm dedicated to supporting healthcare organizations through digital transformation. The Finance and Compliance Manager will own core finance operations, ensure compliance across multiple states, and build reporting and dashboards to create visibility for leadership.
ConsultingElectronic Health Record (EHR)Health CareHospital
Responsibilities
Own and manage entire Accounts Receivable process, including consultant timesheets and expenses, customer invoicing, payment application, reconciliation, and follow up to reduce AR days
Own Accounts Payable processes, including vendor management, invoice processing, timely payments, and identifying cost saving opportunities
Maintain accurate bookkeeping, reconciliation, and financial records across all core accounts
Manage and execute month end close processes, ensuring deadlines are met, reports are accurate, and variance drivers are explained
Support annual tax preparation and coordination with external accountants
Assist in annual budgeting and forecasting, and monitor departmental budgets for spending trends and risk
Manage consultant and contractor payroll processes, ensuring accuracy, compliance, and alignment to company policy
Track commissions and bonuses, ensure accurate calculations, and reconcile supporting data sources
Maintain centralized financial agreement tracking, including monthly reconciliation and follow up as needed
Prepare monthly financial packages for leadership, including key insights, trends, and recommendations to improve performance and efficiency
Build and maintain reporting dashboards and monthly presentations for stakeholders across departments including Sales, Talent, Operations, and Technology
Conduct data analysis to translate raw financial and operational data into actionable insights that support executive decision making
Partner with leadership to create reporting that drives accountability, performance tracking, and forward looking planning
Own and manage state compliance across all states Incisive operates in including registrations, reporting, and tax related requirements
Collaborate with the Sales team to review client contracts for insurance limits, compliance requirements, and alignment to company policies
Build tracking systems and internal controls that ensure compliance is proactive, not reactive
Identify process gaps, improve workflows, and implement systems that reduce errors and increase operational efficiency
Project manage finance and operations initiatives that support company growth goals and improve financial visibility
Support internal teams as needed, including onboarding and offboarding processes for consultants when priorities require additional bandwidth
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or related field
4 to 7 years of experience finance, accounting, compliance, operations, or related roles, ideally in a B2B services environment
Strong experience with month end close, reconciliation, and producing accurate financial reporting
Advanced Excel or Google Sheets skills, including the ability to clean datasets, reconcile numbers, and build scalable reporting
Proven ability to turn large datasets into actionable dashboards and insights for leadership
Strong attention to detail and ability to design systems and controls that catch issues early
Self starter mindset with the ability to work independently, prioritize, and manage multiple workstreams
Strong communication skills and ability to work cross functionally with Sales, Talent, Operations, and Leadership
Preferred
Experience working in a startup, high growth, or small business environment with evolving processes
Experience building dashboards in tools such as Power BI, Zoho Analytics, Tableau, or equivalent
Experience managing state compliance across multiple jurisdictions
Benefits
Health/Dental/Vision insurance
Life insurance
Short-Term and Long-Term Disability Insurance
Health Savings Account
Retirement Savings with company match
Paid Time Off
Maternity/Paternity/Adoption leave
One month sabbatical
Fitness Incentive
Company retreats
Pet Insurance
Company
Incisive Consultants
Incisive Consultants is an Electronic Health Record consulting firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Shane Adams
Partner & VP of Strategy and Growth
Adrian Calderon
Partner & Managing Director
Recent News
2025-08-14
Company data provided by crunchbase