Senior Accountant

Prime IV Hydration & Wellness is a premier, award-winning health franchise specializing in intravenous (IV) therapy, micronutrient injections, and advanced wellness treatments designed for maximum nutrient absorption.  The Company’s core values are:

Committed:  We are passionate, driven, and are accountable. We are resilient, dependable and get the right stuff done.

Resourceful:  We move the needle through decisive data driven decisions. we accept challenges and find a way to achieve excellence.

Ambitious:  We are curious, creative and value personal and professional growth. We are coachable, lifelong learners who embrace change.

Real:  We are team players who courageously speak the truth. We are kind, respectful and always choose optimism.

Position Summary

The Senior Finance & Accounting Analyst supports the VP of Finance in strengthening Prime IV Hydration & Wellness’s financial reporting, accounting infrastructure, internal controls, audit readiness, and business decision-making.

This role serves as a key finance and accounting partner to the business and is responsible for providing accurate financial analysis, supporting month-end and year-end close, assisting with audits and lender reporting, completing and reviewing accounting outputs, and improving financial processes as the organization continues to grow.

Key Responsibilities

Financial Reporting & Analysis

• Support the VP of Finance in preparing, reviewing, and analyzing monthly, quarterly, and annual financial reports.
• Review financial results and identify trends, variances, risks, and areas requiring further review.
• Assist with budget-to-actual analysis and provide clear explanations for key financial movements.
• Prepare recurring and ad hoc financial reports for leadership, lenders, auditors, and internal stakeholders.
• Support financial modeling, forecasting, cash flow analysis, and business planning initiatives.
• Help translate financial data into clear insights that support executive decision-making.

Accounting Review & Close Support

• Support month-end and year-end close processes by performing and/or reviewing balance sheet reconciliations, journal entries, accruals, prepaid expenses, and other close-related schedules.
• Review general ledger activity for accuracy, completeness, and proper classification.
• Assist in validating revenue, royalty, branding fee, commission, payroll, and expense-related entries.
• Partner with the Accounting Specialist and other team members to ensure accounting records are complete, organized, and audit-ready.
• Identify inconsistencies or process gaps and escalate findings to the VP of Finance with recommended corrective steps.

Audit, Compliance & Internal Controls

• Support annual audits, tax documentation requests, lender requests, and financial due diligence processes.
• Maintain and organize financial schedules and supporting documentation for audit and compliance purposes.
• Assist the VP of Finance in strengthening internal controls, approval workflows, separation of duties, and documentation standards.
• Review vendor approval, payment processing, bank access, corporate card, and system-access workflows to support appropriate control structure.
• Help ensure financial processes are aligned with company policy, lender expectations, and generally accepted accounting practices.

Process Improvement & Systems

• Identify and implement opportunities to improve financial reporting accuracy, workflow efficiency, and documentation.
• Assist in refining accounting and finance processes within QuickBooks, Paychex, Corporate credit card, banking platforms, and other financial systems.
• Build repeatable reporting templates, reconciliation schedules, and control checklists.
• Support system cleanup, access review, and departmental centralization of finance-related logins and documentation.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field preferred.
• 4–7 years of experience in accounting, finance, financial reporting, audit support, or financial analysis.
• Strong understanding of accounting principles, financial statements, general ledger activity, reconciliations, and internal controls.
• Experience supporting month-end close, audit preparation, budgeting, forecasting, and variance analysis.
• Advanced Excel skills required; experience with financial modeling, pivot tables, formulas, and reporting templates strongly preferred.
• Experience with QuickBooks Online, Paychex, or similar accounting/payroll/expense systems preferred.
• Experience in franchise, multi-location, healthcare, wellness, retail, or high-growth environments preferred.
• CPA, CMA, or public accounting experience helpful, but not required.

Skills & Competencies

• Strong analytical judgment and ability to connect accounting detail to broader business implications.
• High attention to detail with the ability to identify inconsistencies, gaps, and financial risks.
• Ability to maintain confidentiality and handle sensitive financial, payroll, and employee-related information.
• Strong written and verbal communication skills, including the ability to explain financial information clearly to non-finance stakeholders.
• Process-minded, organized, and comfortable building structure in a growing company.
• Strong follow-through and ability to manage multiple priorities with limited supervision.
• Collaborative approach with the ability to support the VP of Finance while partnering appropriately with Accounting, HR, Operations, Franchise Support, and external partners.

Physical Demands & Work Environment

This role is primarily performed in a professional office or remote office environment. The employee will regularly use a computer, communicate verbally and in writing, and review detailed financial information. The role may require occasional standing, walking, or lifting of materials up to 15 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description Disclaimer

This job description is not intended to be a comprehensive list of all responsibilities, duties, or skills required for this position. Responsibilities may change or new duties may be assigned at any time, with or without notice, based on business needs and organizational priorities.