Finance Manager

Performance Optimal Health New Canaan , CT 06840

Posted 3 days ago

Performance Optimal Health has always been ahead of its time. The Performance Optimal Health brand is achieved via whole body health through a balance of exercise, nutrition, recovery, and stress management the Four Pillars of Optimal Health. We are an innovative health care company with a holistic approach to health and wellbeing. Our team of specialists work in synergy to help our clients achieve the right balance. We empower our clients to live better.

As the organization continues to scale, we are looking to bring aboard a Finance Manager within our Business Administration Team. We are seeking a passionate, client service focused, positive, and hard-working individual with a love for wellness and an excitement for Performance Optimal Health. The Finance Manager will play a key role in maintaining efficient and optimal financial operations of an organization. The Finance Manager oversees the companies financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations.

Performance Optimal Health is driven by five main cornerstones that are ever present and inform all actions and decisions regarding how we scale, what direction our business takes, and how we conduct ourselves

  • We care from the core
  • We sweat the small stuff
  • We are teachers & scholars
  • We take ownership
  • We huddle

Key Areas of Ownership (But not limited to)

  • Work with Finance team and project leaders to ensure project finances are accurately reflected in the general ledger, which include preparing/posting journal entries and monitoring funder code/sub-account activity.
  • Perform all bookkeeping duties to ensure proper maintenance of accounting records, general ledgers, processing of receivables and payables, and preparation of routine and accounting reports including sales reports, outstanding invoice reports, inventory reports, etc..
  • Participate in development of the annual budget, ensure expenditures throughout year comply with approved budget
  • Oversee maintenance of accurate records concerning financial transactions and ensure all required records and government reports are filed as necessary
  • Conduct daily banking activities, make bank/check deposits and bank reconciliations
  • Participate in running payroll on a semimonthly basis
  • Integrity of QuickBooks- Maintain subsidiary accounts by verifying, allocating, and posting transactions
  • Develops systems (in collaboration with Finance Team) to account for financial transactions


To Succeed in this Role, you will Need

  • Bachelor's degree in Accounting, Finance, or related field preferred but not required
  • 3-5 years relevant experience working in accounting and bookkeeping
  • 3 years experience using QuickBooks Online
  • Thorough knowledge and understanding of GAAP
  • Strong verbal and written communication skills
  • Highly proficient with Microsoft Excel
  • Experience with accounts payable, accounts receivable, payroll, and general ledger
  • High degree of accuracy and attention to detail
  • Ability to maintain confidentiality and professionalism
  • Ability to work well in a team environment and maintain a high degree of confidentiality due to the nature of the position.
  • Excellent client service and professional demeanor in communicating with staff members at all levels throughout the institution, as well as with vendors and others


  • Competitive Salary
  • Huge growth potential within the organization
  • Mentorship
  • Medical/Dental/Vision
  • 401K (& Match)
  • Access to facilities at all locations
  • Internal and External Discounts
  • Annual continuing education allocations
  • Fun atmosphere

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department. All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

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Finance Manager

Performance Optimal Health