Accounting & Finance Specialist

Root Causes Medicine; San Antonio (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Mission that matters

World-class practitioners for you and

Collaborative, high-standards team

Job summary

Root Causes Medicine in San Antonio, TX seeks an Accounting & Finance Specialist to own daily financial operations. You will work with the Head of Practice and CFO to keep financials accurate and current, coordinating with clinical staff, vendors, and department leads to inform leadership decisions.

The role requires 3+ years in accounting/finance, a Bachelor's in a related field, and proficiency with QuickBooks Online and Excel.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• 3+ years accounting, bookkeeping, or finance experience preferred.
• Experience in healthcare or professional services a plus.
• Proficiency with QuickBooks Online or similar accounting software.
• Strong Excel skills and data accuracy are essential.
• Experience with accounts payable, accounts receivable, and general ledger accounting.

Responsibilities

• Own day-to-day financial operations for the practice.
• Collaborate with Head of Practice and CFO to keep the financial picture accurate and current.
• Interact with clinical staff, vendors, and department leads to gather information.
• Manage accounts payable, accounts receivable, payroll processing, and purchasing support.
• Oversee month-end and year-end close, reconciliations, schedules, and reporting.
• Ensure expense compliance and process reimbursements per policy.
• Prepare internal financial reports and schedules for leadership.
• Support external audits with organized records and responsive data.
• Assist with implementing and migrating to new financial systems.

Skills

Accounts payable

Accounts receivable

Payroll processing

Purchasing

Month-end close

Internal reporting

Financial systems

Process improvement

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks Online

Excel

Job description

Accounting & Finance Specialist

Root Causes Medicine | San Antonio, TX | Full-Time

ABOUT ROOT CAUSES MEDICINE

Root Causes Medicine is an integrative and functional medicine clinic in San Antonio, TX. We are dedicated to a simple but radical idea: that the body, given the right environment, has a profound capacity to heal. Our practitioners don't just treat symptoms — they ask what's actually causing them. We serve a growing community of members navigating complex, chronic, and serious health conditions — and we take that responsibility seriously.

We're building something meaningful here, and we need people who want to be part of that — not just punch a clock.

THE OPPORTUNITY

We are looking for an Accounting & Finance Specialist to own the day-to-day financial operations of Root Causes Medicine. This isn't a passive bookkeeping role. You will be the connective tissue between what we spend, what we earn, what we owe, and what the numbers actually mean for the business.

You will work closely with our Head of Practice and CFO, keeping the financial picture accurate and current so leadership can make confident decisions. You'll also interact regularly with clinical staff, vendors, and department leads — which means you need to be comfortable getting information from people who don't think in spreadsheets.

WHAT YOU'LL OWN

• Accounts payable — vendor invoices, payment processing, aging reports, dispute resolution
• Accounts receivable — patient and payer payments, cash application, collections follow-up
• Payroll processing — accurate and on-time, every time
• Purchasing support — purchase order management, vendor reconciliation, and coordination with our supplement and supply inventory process
• Month-end and year-end close — reconciliations, schedules, and reporting
• Expense compliance — reviewing and processing reimbursements against policy
• Internal reporting — recurring financial reports and schedules for leadership
• Audit support — organized records and responsive support when needed
• Financial systems — manage implementation of new financial systems and own data migration
• Process improvement — identifying and flagging inefficiencies as we grow

WHO YOU ARE

• You are proactive and resourceful — you don't wait for information to land in your Inbox, you are proactive in finding information, collaborative in accessing it and organized in archiving it.
• You are comfortable in a healthcare environment, where informal channels are as important as formal ones.
• You are numbers-fluent and detail-oriented — errors bother you before anyone else notices them.
• You are results-oriented, deadline-driven, and calm under the pressure of close cycles.
• You can communicate numbers to people without financial expertise.
• You have high integrity — you handle sensitive information with discretion

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field
• 3+ years of accounting, bookkeeping, or finance experience
• Experience in healthcare or professional services strongly preferred
• Proficiency in QuickBooks Online or similar accounting software
• Strong Excel skills — you use it to solve problems, not just record them
• Experience with accounts payable, accounts receivable, and general ledger accounting

WHAT WE OFFER

• A mission that matters — work that connects to something real
• Access to RCM's world-class practitioners for you and your family
• A collaborative, high-standards team that takes quality seriously
• Competitive compensation commensurate with experience