Finance Manager: AI-Driven Reporting & Scalable Controls

AMOpportunities Inc.; Chicago (IL); Hybrid; USD 110,000 - 120,000; Full time

Job summary

AMOpportunities is seeking a Finance Manager to own reporting, controls, and financial operations that carry our finance function from startup to a scalable foundation. This hands-on role ensures trusted numbers reach our board and lenders and uses AI-enabled processes to run faster and more accurately.

You will report to the VP Finance, collaborate with external auditors, tax advisors, lenders, and cross-functional partners.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Four to seven years progressive accounting/finance experience with month-end close and reporting.
• Experience owning or supporting external audit and year-end statements.
• Experience preparing reporting for senior stakeholders (board, lenders, investors).
• Strong GAAP knowledge and financial controls.
• Advanced Excel proficiency and handling large datasets.
• Experience with cloud-based accounting (Xero, QuickBooks Online, NetSuite).
• Trust but verify mindset; proactive in surfacing risks and solutions.
• Excellent communication with both finance and non-finance colleagues.
• Interest in using AI and automation to improve processes.

Responsibilities

• Own month-end close end-to-end with accurate records.
• Manage core financial operations: AR, AP, cash management, reconciliations.
• Oversee payments including stipends, affiliate, and expense reimbursements.
• Maintain cash position visibility and support liquidity forecasting.
• Assist acquisition integration of PreceptorLink from QuickBooks to Xero.
• Own monthly board reporting and lender reporting cycles.
• Lead external audit and year-end financial statements sign-off.
• Build scalable, well-documented reporting processes.

Skills

GAAP knowledge

Advanced Excel

External audit experience

Financial reporting

Cloud accounting systems

AI in finance

Communication skills

Cross-functional partnering

Education

Bachelor's degree in accounting or finance

Tools

Xero

QuickBooks Online

NetSuite

Job description

AMOpportunitiesis the category leader in tech-enabled clinical training placements and workforce solutions. We equip universities and healthcare providers with the infrastructure needed to expand clinical education across all healthcare disciplines. With partnerships spanning 100+ allopathic (MD), osteopathic (DO), nursing(NP and pre-licensure), PA, and allied health degree programs at 650+ healthcare institutions nationwide and internationally, AMO is solving the healthcare training shortage by enabling quality clinical education at scale.

Sinceexpanding to domestic B2B solutions in 2020,we'vesecured 75+ partnerships with U.S. academic institutions and placed students innearly 6,000clinical rotations. Our proprietary SaaS platform and comprehensive service solutions help schools expand enrollment, open new clinical campuses, and prepare for accreditation visits.

At AMOpportunities, we're guided by a clear set of values that shape how we show up for each other and for those we serve, every day.

• Trust: Trust the process. Trust one another.
• Impact: Local focus, global impact. Solutions today for tomorrow.
• Be a global citizen: Collaborative mindset. Embrace our differences. Work better together.
• Quality: High quality service. Delighting those we serve.
• Adapt with Agility : Embrace change. Move fast, stay flexible.
• Rooted in Relationships: Strong partnerships. Support and celebrate each other. Grow together.

Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. AMOpportunities encourages you to apply even if you do not meet all listed qualifications. We look forward to your application.

About the position:

AMOpportunities is looking for a Finance Manager to own the reporting, controls, and financial operations that carry our finance team from startup to a foundation built to scale. This is a hands-on role at the center of our finance function — you will own the numbers that reach our board and lenders, build the day-to-day infrastructure and controls that make those numbers trustworthy, and use AI-enabled processes to run it all faster and more accurately than a traditional finance team would.

You will join at a pivotal moment: following a 2025 acquisition, our first external audit, and the buildout of institutional-grade reporting for investors and lenders. We need someone who can operate with autonomy, raise the bar on how finance runs, and build the systems, controls, and processes that a scaling business depends on.

This role reports directly to the VP Finance and collaborates closely with external auditors, tax advisors, lenders, PE investors, and cross-functional business partners. The role has no direct reports today, with the expectation of building and leading a team as the finance function scales.

Must be local to Chicago and be available to come into the River North office one to two days per week

Essential Functions:

Accounting & Financial Operations (30%)

• Own the month-end close process end to end, ensuring accurate and timely financial records
• Own and run core financial operations — accounts receivable, accounts payable, cash management, and bank reconciliations
• Manage specialized payment runs, including weekly preceptor and physician stipend payments, affiliate and commission payments, and expense reimbursements
• Maintain cash position visibility and support liquidity and cash flow forecasting
• Support the acquisition integration of PreceptorLink as we move from Quickbooks to Xero

Reporting & Analysis (30% )

• Own monthly board reporting, including the financial package, key metrics, and supporting commentary
• Own external lender reporting across monthly, quarterly, and annual cycles, including covenant compliance calculations and supporting schedules
• Deliver the monthly, quarterly, and annual financial reporting cycle end to end — accurate, on time, and decision-ready
• Own the external audit and the preparation of the year-end financial statements, partnering with auditors from readiness through sign-off
• Build reporting that scales — repeatable, well-documented, and resilient as the business grows

Controls, Data Integrity & AI-Enabled Processes (30%)

• Design and maintain sufficient internal controls, including segregation of duties and review and approval workflows
• Safeguard data integrity, accuracy, and completeness across financial systems and reporting
• Leverage AI tools (including Claude) and data to streamline processes, drive efficiency, and strengthen controls
• Build and document the day-to-day finance infrastructure - standard operating procedures, workflows, and systems, that takes AMO from startup finance to a foundation ready to scale
• Identify manual, error-prone, or slow processes and redesign them for speed and reliability
• Build the control and data foundation that stands up to audit and investor scrutiny

Finance Business Partnering (10%)

• Serve as the go-to finance person and first point of contact for operational teams on day-to-day financial operations
• Develop strong working relationships with operational leaders to embed finance in day-to-day operations
• Support operational teams on invoicing, host payments, vendor set up, expense reimbursements and process questions, and help resolve issues quickly

Skills/Education/Experience:

Required

• Bachelor's degree in accounting, finance, or a related field
• Four to seven years of progressive experience in accounting or finance, including ownership of month-end close and financial reporting
• Experience owning or supporting an external audit and preparing year-end financial statements
• Demonstrated experience preparing reporting for senior stakeholders — board, lenders, investors, or executive leadership
• Strong grasp of GAAP and financial controls
• Advanced Excel proficiency (pivot tables, lookups) and ability to handle large datasets
• Experience with cloud-based accounting systems (Xero, QuickBooks Online, NetSuite, or similar)
• A "trust but verify" mindset — rigorous, self-directed, and proactive in surfacing risks and proposing solutions
• Excellent communication skills — proactive, clear, and confident with both finance and non-finance colleagues, and quick to raise issues early
• Comfort with modern tools and a genuine interest in using AI and automation to work smarter

Strongly Preferred

• Audit background — Big 4, national, or regional public accounting experience, with the instinct to question, document, and validate
• Experience in a high-growth, startup, or PE-backed environment

Nice to Have

• Cash flow forecasting experience
• Healthcare or multi-entity experience
• Exposure to M&A accounting and integration
• Experience with covenant compliance and lender reporting

What You Gain:

• $110,000 to $120,000 base salary annually, plus eligibility for a discretionary annual bonus
• Comprehensive Benefits Program: Medical, Dental, Vision, 401k, Tax Exempt Student Loan Repayment,and Commuter Benefits
• A mission-driven work environment committed to a spirit of support, growth, and achievement
• Performance-based career growth opportunities
• A front-row seat for the exponential growth of a booming education tech company
• Work/life balance

Equal Opportunity Employer

AtAMOpportunities we champion the reality of diversity and the necessity of inclusion and accessibility. We are deeply committed to the principle of equal employment opportunity for all employees, and to providing our employees with a work environment free of discrimination and harassment. We strictly prohibit discrimination and harassment based on disability, gender identity, gender expression, pregnancy status (including childbirth and related states), sexual orientation, race, color, social or ethnic origin, religion, age, HIV status, past/present military service, or any other status protected by federal, state, or local law.

AMOpportunities manages our business remotely, unless otherwise stated. This is inclusive of interviewing, onboarding, and each role day to day. Please consider that our roles are hybrid with options to work at our River North Office.