Accounting & Finance Operations Lead

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Job Description

About Us
---------- was founded in 2018 by academics, scientists, and engineers in Canada with decades of experience in optimization and healthcare systems. A near-death experience for one of our founders—caused by fatigue from an error in scheduling—turned our research on burnout, inefficiency, and lost wellness into a personal mission. That work led us to create a new category of staff scheduling called “collaborative scheduling.” As a category leader, Mesh AI’s mission is to design intelligent, fair, and transparent schedules so clinicians can rest, feel respected, and focus on what matters most: caring for patients, not fighting with spreadsheets and call calendars.

About the Role
We are looking for a detail-oriented, resourceful Accountant / Finance Operations Lead to support Mesh AI’s accounting, finance operations, reporting, and government funding workflows. This person will manage core accounting activities while also helping organize financial data, support funding and compliance reporting, maintain SOPs, and use AI/LLM tools to improve internal processes.

The ideal candidate is not only technically strong in accounting (for a SaaS/software product) , but also a fast learner who can work independently, research unfamiliar requirements, document processes clearly, and adapt as the company scales.

Responsibilities
1. Oversee full-cycle bookkeeping for Mesh Scheduling Inc. (a SaaS company), including G/L account maintenance, year-end close, adjusting journal entries, and opening the new fiscal year.
2. Process accounts payable, including payments to vendors, contractors, and other parties.
3. Manage accounts receivable, including invoicing, payment collection, customer billing, renewals, and revenue tracking using Stripe and other billing systems.
4. Prepare, issue, and manage customer licensing agreements, and renewals serving as the primary point of contact for customer billing, contract administration, and payment-related inquiries.
5. Manage monthly payroll and ensure timely, accurate compensation processing.
6. Liaise with the Canada Revenue Agency (CRA), tax authorities, and external accounting firms for submissions and follow-ups.
7. Track, develop, and report financial KPIs and Deliver ad hoc financial analysis as needed.
8. Assist with the preparation of financial statements and reports for quarterly board meetings and investor updates.
9. Create, update, and maintain SOPs for recurring accounting, finance, tax, payroll,, billing, and reporting workflows.
10. Lead accounting software and system implementations and integrations, including tools such as Xero and Stripe, to improve financial operations.
11. Leverage LLMs and data analysis tools to streamline accounting workflows and generate operational insights within our healthcare SaaS environment.
12. Participate in weekly tea ---------- etings and contribute to cross-functional initiatives.
13. Carry out administrative tasks as requested

Skills & Qualifications
-Strong written and verbal communication proficiency in English, with the ability to present financial information clearly to non-finance stakeholders.
-Bachelor's degree in Accounting, Finance, or a related field.
-2+ years of full-cycle accounting experience, ideally within a SaaS or tech startup environment.
-Strong working knowledge of Microsoft Excel or Google Sheets for financial modelling and analysis
-Experience using or experimenting with LLMs and AI tools (e.g. ChatGPT, Claude) to improve accounting workflows and reporting efficiency.
-Experience working remotely and managing responsibilities independently.
-Comfortable working with data — able to query, clean, and interpret datasets without deep technical support.
-Strong independent research skills, with the ability to investigate unfamiliar accounting, tax, funding, or compliance topics and summarize findings clearly.
-High attention to detail and judgment when handling sensitive financial, tax, payroll, and funding information.
-Analyze financial, operational, customer, and project data to support leadership decisions.
-Understanding of Canadian GAAP, CRA requirements, HST/GST filings, and payroll regulations preferred.
-Experience preparing financial statements, board reports, and investor-facing materials.
-Self-motivated with the ability to work independently in a remote environment.
-Familiarity with SaaS platforms, accounting tools like Xero, Stripe.

Why Join Us
-Dynamic Environment: If you thrive on energy and ---------- ntum, you'll love our workplace that keeps you challenged.
-Growth: Accelerate your professional journey with opportunities to learn and advance as we scale.
-Mission-Driven: Be part of a team transforming healthcare scheduling to prevent burnout and errors.
-Impact: Your work will play a crucial role in ensuring better outcomes for patients and clinicians alike.
-Remote-First: Enjoy the freedom and flexibility of remote work.

Our Core Values
Respect: We care and respect others and our planet as a whole.
Integrity: We are honest and apply radical candor with compassion.
Growth: We are results-driven and detail-oriented.
Efficiency: We are resourceful and lean and minimize waste.
Communication: We make no assumptions and communicate clearly at all times.

Our Targeted Attributes
We measure candidates against our “A.G.I.L.E. CARE” set of attributes:
Adaptability and Flexibility
Growth Mindset
Integrity and Honesty
Lean Operator and Resourceful
Empathic Communicator
Clinician-Focused and Caring for Healthcare
Altruistic Team Player
Responsible
Effective

It is the policy of Mesh AI to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. Mesh AI welcomes and encourages applications from people with disabilities.