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Finance & Accounting Manager

Forward Focus Concierge Medicine

Location: Highland Park, IL

Job Type: Full-Time, On-Site

Salary: $75,000 - $80,000

Reports To: CFO

ABOUT FORWARD FOCUS

Forward Focus Concierge Medicine is a physician-owned practice serving the North Shore community with three boutique locations in Highland Park, Northfield, and Lake Forest. Founded in 2007 by Dr. Gary Schaffel as one of Chicago’s first concierge practices, we have grown into a trusted network of ten exceptional physicians united by a single belief: every patient deserves to feel seen, heard, and valued.

Our mission is to deliver personal, unhurried, deeply human care — and that mission extends to every member of our team. From our physicians to our finance team, everyone here is chosen not only for expertise, but for the genuine ability to connect. We are a culture-first organization where precision and people skills are equally valued.

THE ROLE

We're not looking for someone to process transactions and call it a day. We're looking for someone who sees the story in the numbers — who notices when something's off before anyone asks and takes quiet pride in handing leadership a financial package that's clean, complete, and useful.

This is a working role. You'll own the books, the close, the invoicing, and the vendor relationships — and you'll do it with the kind of calm confidence that makes the people around you trust you without having to think about it. Our CFO is a true partner and they're looking for someone who operates the same way.

If you've been in accounting long enough to know you're good at it — and you want to do that work somewhere that means something – this role is for you.

KEY RESPONSIBILITIES

Daily Bookkeeping and Monthly Close

Post daily transactions in QuickBooks Online across all entities and locations

Own the full monthly close — reconciliations, P&L, balance sheet — delivered within 5 business days

Ensure all accounts are current with no outstanding variances over 30 days

Produce financial packages that leadership can rely on for confident decision-making

Membership Invoicing

Process invoices for 3,500+ members on monthly, quarterly, and annual billing cycles

Resolve patient billing questions with patience, professionalism, and attention to detail

Maintain accuracy in our primary revenue stream — membership fee invoicing is mission-critical

Accounts Payable and Vendor Management

Manage full-cycle accounts payable: process ACH, check, and credit card payments with clean documentation

Maintain vendor files, W-9s, and contract compliance records

Identify and implement improvements to our already-streamlined AP system

Physician Financial Reporting

Run QuickBooks exports and apply formula-based Excel templates to allocate costs across physician partners

Review all outputs before they reach leadership and flag anything that does not look right

Partner with the CFO to evaluate whether better tools exist for this workflow

REQUIRED QUALIFICATIONS

3–6 years of hands-on accounting or finance experience with clear, progressive growth

Demonstrated ability to own a monthly close independently, start to finish

Advanced proficiency in QuickBooks Online

Strong Excel skills: pivot tables, VLOOKUP, and formula-based financial templates

Exceptional attention to detail and organizational skills

Self-directed with the ability to manage competing priorities without supervision

Professional communication skills for cross-functional collaboration

Confident and composed in both vendor and patient-facing situations

PREFERRED QUALIFICATIONS

Experience with multi-entity or multi-location accounting

Background in healthcare, medical practice management, or membership-based business models

CPA, CPA candidate, or MBA

Experience evaluating or implementing accounting or financial reporting software

WHO THRIVES HERE

Forward Focus is not a transactional place to work. Our patients know their doctors by name. Our team shows up for each other. We take our work seriously and each other warmly.

We are looking for someone who:

Finds satisfaction in the work being right, not just done

Communicates clearly and kindly, especially when things get complicated

Wants to grow into leadership as the organization grows

Takes initiative without being asked twice

Genuinely cares about the people they support

COMPENSATION AND BENEFITS

Salary: Competitive Base Salary

Benefits: Comprehensive benefits package

Location: Highland Park, IL — full-time, on-site with parking

Growth: Direct partnership with CFO and Director of Operations

Forward Focus is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where every team member can thrive.

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