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Location: Chicago, hybrid Reports to: Director of Finance Department: Finance About PatientIQ PatientIQ is a fast-growing healthcare technology company on a mission to improve patient outcomes through smarter, data-driven care. We work with healthcare providers, life sciences organizations, and research institutions to transform clinical insights into action. As we scale, we are investing in strong operational infrastructure to enable consistent, predictable growth across the commercial organization. Role Overview We are looking for a Manager of Strategic Finance to lead our financial planning, analysis, and strategic initiatives. This role will be a key partner to PatientIQ’s leadership team, driving financial insights and operational efficiencies to support our next stage of growth. You will own financial modeling, performance analysis, and capital planning while providing strategic recommendations that directly influence company-wide decision-making. This is a hybrid role and will require you to be onsite in Chicago on a weekly basis. What You’ll Do Financial Planning & Analysis (FP&A): Develop and maintain financial models, forecasts, and dashboards to support strategic decision-making. Strategic Decision Support: Provide data-driven insights to leadership on revenue growth, cost optimization, and capital allocation. Budgeting & Forecasting: Lead annual budgeting processes, scenario planning, and ongoing forecasts in collaboration with department heads. Revenue & Growth Strategy: Partner with the sales, marketing, and product teams to analyze customer acquisition costs, lifetime value, and pricing strategies. Operational Efficiency: Identify opportunities for process improvements, automation, and financial discipline across the company. Investor & Board Reporting: Prepare financial presentations and analyses for the executive team, investors, and board meetings. M&A & Partnerships: Support financial due diligence and modeling for potential acquisitions and strategic partnerships. Requirements What You Bring 5+ years of experience in FP&A, corporate finance, investment banking, or strategy consulting, ideally in healthcare technology, SaaS, or private equity-backed companies. Deep expertise in financial modeling, forecasting, and strategic planning. Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights. Experience partnering with executive leadership on financial and operational strategy. Proficiency in financial systems, Excel, and business intelligence tools (e.g., Tableau, Looker, Metabase). A proactive, detail-oriented, and execution-focused mindset, comfortable working in a fast-paced and evolving environment. Bachelor's degree in finance, economics, business, or a related field. Benefits Great Benefits - top-notch health, dental and vision insurance. Additional perks available including 401K. We are Mission Driven - our team is motivated to solve complex problems, drive medicine forward, and ultimately improve patient outcomes. True Idea Meritocracy - great ideas win out. We encourage all team members to challenge the status quo because our mission demands this. Flexible Time Off - we trust you to take the time you need when you feel it is appropriate, given your workload and responsibilities. No need to track it or save up. World-Class Team - we’re at the top of our industry because of our employees. They’re the best investment we can make, and we never forget that. Fast Growing - we are building the largest platform for healthcare providers, industry partners, researchers, and others to collaborate on the mission to improve patient outcomes.

We're a 36 year old Accounting Firm on the North Side of Chicago that helps over 270 small to medium-sized businesses with their accounting and tax needs. We have an immediate opening for a Senior Bookkeeper. Primary responsibilities are to assist with the processing activities and transactions related to our clients. A successful candidate will be responsible for monthly balancing and reconciliation and will provide administrative support to the Accounting and Operations teams. REQUIREMENTS: 4 to 5 Years of Bookkeeping experience either in an accounting firm or a multiple client setting Ability to perform accounting/bookkeeping transactions for multiple clients. Intermediate level proficiency in MS Excel and Word. Must have strong knowledge of Quickbooks and Microsoft Office applications. MUST BE: -Professional and reliable -Detailed orientated -Organized and able to follow through on assignments/projects WE NEED SOMEONE WHO HAS: * The desire to do the best work of their career * The ability to advance in a fast-paced environment The hours are 9 to 5 Monday to Friday, in person, in our office. We do not work overtime, even during tax season. Salary is commensurate with experience. We offer a benefits package including health insurance and retirement plan. We aren't offering a job, we're offering a career. We're in business to do one thing...help our clients. If you are a like minded professional, then we would love to hear from you.

About Us: At Zealthy, our mission is to make high-quality healthcare accessible to everyone, no matter their location. We are building the world’s largest and most trusted virtual healthcare platform, transforming how care is delivered to ensure anyone, anywhere, can receive the healthcare they need. Founded by a healthcare entrepreneur with a proven track record, including scaling a previous company to a $5B valuation, Zealthy is positioned for sustainable growth as we rapidly scale to achieve our ambitious vision. Our unwavering commitment to quality and accessibility drives everything we do. We are a team dedicated to serving our patients. While our in-person work culture runs Monday to Friday and typically extends beyond typical work hours, the true reward lies in the impact we create. Every team member is essential in building something groundbreaking. As a full-time team member, you won’t just shape the future of healthcare—you’ll also share in our success through equity ownership, because we believe that every contributor should be a literal and figurative owner of what we’re creating. If you are not prepared to fully commit to your role and contribute to the goal of creating the world’s largest and highest quality telemedicine company by working in-person four days a week, please refrain from applying. Join us and help redefine the future of healthcare. The Role: We are actively looking for a full-time Finance Manager. Please note that this is a full-time, in-person role based in New York, NY. If you are interested in remote or hybrid opportunities, this position may not be suitable for you. What You'll Do: Develop and maintain financial models to forecast company performance, revenue, expenses, and cash flow. Conduct variance analysis to track actual financial performance against budgets and forecasts. Provide insights and recommendations to senior management based on financial analysis to drive strategic initiatives.Monitor budget utilization and provide guidance to ensure adherence to budgetary constraints. Update forecasts regularly based on actual performance and changes in business conditions. Manage cash flow by monitoring cash balances, forecasting cash needs, and optimizing liquidity. Oversee banking relationships and transactions, including payments, wire transfers, and deposits. Streamline financial processes and implement efficient systems to improve accuracy and productivity. Requirements Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. Proven experience (4+ years) in financial management, preferably in the healthcare or technology industry. For those with less than 4 years of experience, this would likely be at the Associate level. Strong understanding of financial principles, practices, and regulations. Proficiency in financial modeling, analysis, and reporting. Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments. Detail-oriented with strong analytical and problem-solving skills. Advanced proficiency in Microsoft Excel and financial software applications. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Benefits Time Off: Paid vacation and sick leave, increasing with tenure. Flexible time off handled case-by-case. Holidays: Paid for major US holidays. Equity & Reviews: Equity ownership with regular performance reviews that can impact salary and/or equity. Health: Medical coverage provided. Other benefits to be revisited with plan renewal.

We're a 36 year old Accounting Firm on the North Side of Chicago that helps over 270 small to medium-sized businesses with their accounting and tax needs. We have an immediate opening for a Senior Bookkeeper. Primary responsibilities are to assist with the processing activities and transactions related to our clients. A successful candidate will be responsible for monthly balancing and reconciliation and will provide administrative support to the Accounting and Operations teams. REQUIREMENTS: 4 to 5 Years of Bookkeeping experience either in an accounting firm or a multiple client setting Ability to perform accounting/bookkeeping transactions for multiple clients. Intermediate level proficiency in MS Excel and Word. Must have strong knowledge of Quickbooks and Microsoft Office applications. MUST BE: -Professional and reliable -Detailed orientated -Organized and able to follow through on assignments/projects WE NEED SOMEONE WHO HAS: * The desire to do the best work of their career * The ability to advance in a fast-paced environment The hours are 9 to 5 Monday to Friday, in person, in our office. We do not work overtime, even during tax season. Salary is commensurate with experience. We offer a benefits package including health insurance and retirement plan. We aren't offering a job, we're offering a career. We're in business to do one thing...help our clients. If you are a like minded professional, then we would love to hear from you.

You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.