Financial Accounting Manager

At Tali, we're tackling one of healthcare's most pressing challenges: the administrative burden that overwhelms clinicians and compromises patient care. Our AI-powered medical scribe is already transforming the industry, serving thousands of clinicians across Canada and the US. By accelerating millions of patient encounters annually, we save each clinician over 10 hours a week - adding up to 27 years of clinicians' time returned to the healthcare system every year.

Backed by a team with decades of experience from world-class companies like Amazon, Stripe, and Shopify, we're building a product that solves critical, real-world problems for clinicians today while laying the foundation for a more efficient and patient-centered healthcare system. Our customers trust our technology to deliver accurate, secure documentation, empowering them to focus on what matters most: exceptional patient care. 

Why Join Tali

Impact at Scale: Your work will directly impact the Tali employment experience, enabling our team to improve the  lives of clinicians and patients, while reshaping the future of healthcare.

Technical Excellence: We're building a world-class product with cutting-edge technology, from full-stack development to ML, infrastructure, and security.

Ownership and Growth: As an early-stage startup, every team member has the opportunity to shape our technology, culture, and future. Whether you're a generalist who thrives on variety or a specialist eager to build entire systems from the ground up, your contributions will be pivotal.

Build with Purpose and Pride: Engineer systems that handle highly sensitive medical data with precision and care, knowing your work directly impacts the trust and safety of clinicians and patients.

A Team that Inspires: Collaborate with a talented, driven team that values innovation, humility, and a relentless focus on solving hard problems.

You are a rising accounting professional with a keen eye for detail and analytics, a solid understanding of accounting principles, and a desire to learn and grow. You will report to the CFO and manage the day-to-day responsibilities of our accounting function.

As a Financial Accountant you are an integral part of the full accounting cycle while supporting billing and payroll functions and budgeting. You will be a subject matter expert in full-cycle accounting and financial reporting, and will support critical projects that will have a long-term impact on the company's success. You will have opportunities to expand your SaaS finance knowledge by working with the CFO on monthly P&L and KPI variance analysis and annual budgeting. The ideal candidate thrives in a fast-paced, high-growth SaaS environment, has strong business acumen and is eager to build compliant, scalable accounting processes while developing their financial, planning and analysis skills.

What You'll Do

• Manage full cycle accounting process, including month-end close, general ledger reconciliations, and preparation of financial statements ensuring accurate and timely financial reporting
• Lead the Account Receivable invoice and collection initiative
• Manage the Accounts Payable cycle and payments through Quickbooks, Float and Stripe
• Process payroll with 3rd party payroll provider
• Track and calculate revenue share with major partners 
• Maintain amortization and deferred revenue schedules
• Manage monthly review and journal entries the company's CAD and USD credit card transactions

• Budgeting, Planning and Forecasting Work with the CFO and management to develop the annual operating budget
• Develop multi-year financial projection model to project the company's P&L and runway
• Rolling Forecasts: Update and maintain rolling monthly financial projections

• Produce monthly/quarterly reports that track actual financial results against the budget.
• Performing variance analysis to explain the "why" behind deviations

• Be a strategic partner to department heads (Sales, Marketing, Product) by providing data-driven financial-based insights to help them manage their own budgets and make investment decisions.
• Drive the preparation and development of materials for quarterly Board of Directors meetings in close partnership with the CFO.
• Lead the financial analysis and due diligence for corporate development activities related to equity, debt, and non-dilutive capital raising efforts.
• Develop and maintain robust reporting by collaborating with the Revenue and Data Operations team to ensure accurate tracking of key revenue metrics and overall business performance.
• Execute high-priority, cross-functional strategic projects and initiatives as required by executive management.

• We're looking for a motivated self-starter who cares about the work it takes to help build a great company.
• Bachelor's degree in Accounting, Finance, or related field; CPA designation (or progress toward it)
• 3+ years of progressive accounting and financial management experience, including full-cycle accounting and reporting and third-party payroll providers
• Strong understanding of ASPE and GAAP, revenue recognition, and deferred revenue
• Proven experience with budgeting, forecasting, and financial modelling
• Excellent time-management, organizational, analytical, and communication skills with the ability to translate data into actionable insights
• Collaborative, detail-oriented, and adaptable, thrives in a fast-paced, growth-oriented environment
• Upstanding, ethical, and confidential with sensitive information
• Solid working knowledge of QuickBooks, Google Sheets, and Excel is essential. Familiarity with Float, Hubspot and Stripe is a strong plus. Experience in SaaS or tech industry is HIGHLY desired.  

What does success look like?

We want to give you an idea of the tools and platforms we use in accounting and finance to drive our success. Don't sweat the gaps, these tools can be trained: Quickbooks, Float, RBC Express, Wise (accounting) HubSpot (CRM) Slack (communication) Google Suite (Gmail, Drive, Docs, Sheets, Slides), MixPanel (data), Linear (tracking, project management).

We're looking for someone who shares a passion for working smarter and can help take Tali to the next level. You will succeed in this role if you are curious about understanding goals and constraints and solving for how we can work smarter. You thrive working in a fast moving environment which operates with urgency, but you also embrace collaboration and communication in your centralized role because you understand the importance of bringing people along for the journey.

More About Tali AI

Perks and Benefits:

All full-time employees have access to:

Hybrid work options & flexible work hours

Comprehensive health and wellness benefits from day one

Competitive time-off, including company-wide holidays between Dec 25 - Jan 1

$2000 in annual "Knowledge Dollars" for professional development

Quarterly socials & company outings

Our Core Values:

Bold: embracing ambitious goals, making courageous decisions, and taking calculated risks to drive impactful innovation and growth

Resourceful: we're self-directed problem solvers; navigating obstacles, learning and acquiring new skills as needed and making sound judgement calls within scope. Consistently delivering on commitments while maintaining a high standard of quality and dependability in all aspects of our work

Candid: Being, honest, transparent, and open in all interactions, fostering a culture of trust and authenticity

Caring: Actively supporting and empathizing with our people - customer, patients, and colleagues to help them thrive and achieve their goals

We thank all applicants for their interest; only those candidates selected for an interview will be contacted. Tali is committed to providing a barrier-free recruitment process for all candidates. Should you require accommodations at any point throughout the hiring process, please contact the Human Resources team