** This role reports directly the CFO

** Any start-up experience is a plus.

** Our client is in growth mode so it's an exciting time to join them!

As our client expands operations they are hiring this position to support day-to-day financial operations, procurement workflows, and financial logistics.

This is a hands-on role critical to maintaining accurate financial processes in a lean environment. This position will work closely with the outsourced accounting provider while managing internal processes such as purchase orders, expense reporting, shipment tracking, and departmental spend tracking. This position is ideal for someone who is detail-oriented, organized, and eager to grow within a fast-moving med-tech setting.

Key Responsibilities

1. Accounting Operations & Month-End Support

Serve as the primary internal liaison with the external accounting/bookkeeping provider (QuickBooks, , Expensify, payroll).

Review A/P postings, vendor invoices, expense reports, credit card transactions, and account classification prepared by the outsourced vendor.

Assist with month-end close including accrual calculations, coding review, supporting schedules, and cost center alignment.

Assist with annual audit and tax preparation (financial audit, state filings, 1099s, 409A support).

2. Procurement & Purchase Order Management

Co-own the purchase order creation process for all departments (R&D, Clinical, Quality, Regulatory, G&A).

Ensure PO alignment with budgets and internal approval policies.

Monitor spend commitments, vendor billing, and remaining PO balances.

3. Financial Logistics & Shipping Coordination

Coordinate with R&D, Operations, and Clinical teams on shipment organization & tracking for devices, components, and clinical materials.

Track domestic and international shipments, including documentation for customs, duties, VAT/EORI, and freight invoices.

Ensure financial documentation (invoices, packing slips, quotes) aligns with Pos and accounting entries.

4. Expense Management & Credit Card Oversight

5. Budget Tracking & Departmental Reporting Support

Maintain departmental spending trackers and update actuals for CFO review. Support variance explanations through invoice-level and PO-level analysis. Provide monthly spend summaries to R&D, Clinical, Quality, and Operations.

6. Cross-Functional Support

Partner with the clinical team to track CRO, sites, and trial-related spending.

Support R&D and Operations in cost tracking and supplier invoice validation.

Assist CFO with ad-hoc financial tasks, reconciliations, and process improvements.

Work with operations and quality team to help maintain accurate raw material and finished goods inventories.

Qualifications

Bachelor’s degree in Accounting, Finance, or related field preferred.

Understanding of GAAP and experience supporting month-end close processes.

Proficiency with QuickBooks, , and Excel; Expensify experience preferred.

Experience with purchase orders, vendor management, and/or logistics coordination a plus.

Experience with implementing ERP systems a plus

Strong attention to detail, accuracy, and organizational skills.

Ability to work independently, manage multiple priorities, and communicate clearly across technical teams.