Controller

Controller responsibilities

The Controller is responsible for leading the accounting function across multiple entities, ensuring accurate financial reporting, strong internal controls, effective cash management, and timely support for management decision-making. This role is hands-on and requires the judgment to identify issues, improve processes, and maintain financial discipline as business needs evolve.

Required Qualifications

· Minimum of 5 years of Controller experience in a small to mid-sized organization, with direct responsibility for the complete accounting cycle, financial statement preparation, and hands-on accounting leadership.

· Bachelor's degree in Accounting, Finance, or a closely related field required; CPA or master's degree in Accounting, Finance, or Business Administration preferred.

· Minimum of 2 years of hands-on QuickBooks Online experience, with demonstrated ability to improve accounting systems, processes, workflows, internal controls, and financial data efficiency using Excel, Google Sheets, and other related tools.

· Solid understanding of financial statements, accrual accounting, reconciliations, intercompany accounting, cash flow, budgeting, forecasting, variance analysis, and independent issue resolution.

· Experience working with external CPA firms, auditors, payroll providers, banks, and other financial professionals.

· Experience implementing AI solutions.

Leadership & Oversight

· Serve as the primary accounting resource for management and coordinate with operations, clinic personnel, the outside CPA firm, auditors, payroll providers, financial institutions, and other advisors to ensure accurate financial reporting, compliance, timely tax and year-end requirements, and complete, well-organized financial records.

Financial Accounting & Reporting

· Own the monthly and annual close process, ensuring entries, accruals, reconciliations, adjustments, and supporting documentation are accurate, complete, and ready for management review on schedule.

· Analyze financial results for trends, variances, inconsistencies, errors, and potential areas of concern, and provide forward-looking observations and recommendations to management.

· Evaluate and update the chart of accounts, reporting structures, classifications, and accounting workflows as business operations, revenue sources, expenses, and management reporting needs change.

· Maintain the general ledgers and oversee the complete accounting cycle for four separate companies.

· Prepare, review, and analyze monthly and annual financial statements and reporting packages, including balance sheets, income statements, cash flow statements, variance reporting, and clear explanations of results for management.

· Review invoices, accruals, merchant deposits, bank activity, intercompany balances, vendor accounts, and other balance sheet accounts, resolving discrepancies and ensuring transactions are recorded in the appropriate period with adequate support.

Financial Planning, Cash Management & Analysis

· Monitor daily cash position, upcoming obligations, liquidity needs, and cash-flow timing issues, and proactively address potential shortages or constraints with the CEO before they affect operations.

· Lead budgeting, forecasting, financial modeling, scenario analysis, and actual-to-budget and actual-to-forecast variance review for monthly financial meetings.

Accounting Operations & Internal Controls

· Own and maintain effective internal controls over all accounting processes and transactions; identify weaknesses, correct deficiencies, and ensure accurate, properly supported records and compliance with applicable accounting standards, policies, and regulatory requirements. Develop, maintain, and periodically update accounting policies, standard operating procedures, and documentation needed to support consistent, controlled, and scalable accounting operations.

Ownership, Problem Solving & Business Judgment

· Exercise sound business judgment by identifying what is missing, anticipating accounting or operational issues, taking initiative without constant direction, and maintaining accountability for deadlines, accuracy, confidentiality, and quality of work.

Pay: $143,500.30 - $153,594.28 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person