Assistant Controller (CPA)

Overview

This role involves supporting and scaling the organization’s financial operations as an Assistant Controller. Reporting to the Corporate Controller, you will help strengthen internal controls (SOX), drive key accounting workflows, and lead finance system transformation initiatives.

Responsibilities

Financial Operations & Close Management

• Direct month-end, quarter-end, and year-end close routines to ensure accurate, timely, and GAAP-compliant financial statements and reconciliations.
• Oversee review of journal entries, balance sheet reconciliations, and supporting schedules across business units.
• Partner with FP&A on budget-to-actual variance analyses and operational reporting to deliver actionable insights.
• Lead financial integration activities for mergers and acquisitions (M&A) to ensure seamless onboarding and accounting alignment.
• Direct or assist with specialized initiatives and projects as needed, demonstrating project management capabilities and a focus on enhancing operational processes.

Technical Accounting, SEC Reporting & Governance

• Provide technical accounting guidance on complex transactions, including purchase accounting (ASC 805), revenue recognition (ASC 606), leases (ASC 842), and new accounting standards.
• Oversee preparation of supporting accounting data, reconciliations, schedules, and technical input for SEC filings (Forms 10-K, 10-Q, and 8-K) prepared by the Financial Reporting team.
• Maintain and monitor the internal controls framework to ensure full SOX 404 compliance.
• Serve as a key liaison for external auditors, managing audit schedules, requests, and issue resolution.

Systems, Transformation & Process Improvement

• Serve as functional finance lead for an upcoming ERP transition, assisting with chart of accounts design, data migration, user acceptance testing (UAT), and workflow design.
• Identify and execute automation opportunities across existing financial software to streamline close cycles and operational routines.

Treasury Operations

• Support operational treasury functions, including banking relationships, electronic fund transfers (ACH/wires), account structure administration, and positive pay management.

Team Leadership & Development

• Manage, mentor, and foster accountability across a fully remote accounting team.
• Establish clear performance goals to support continuous development and cross-functional alignment.

Requirements

• Bachelor’s degree in Accounting or Finance.
• Certified Public Accountant (CPA) required.
• 10+ years of progressive accounting experience, combining public accounting (Big 4 or large regional preferred) and public company environment experience.
• Deep understanding of U.S. GAAP, SOX 404 compliance, internal controls design, and the management of internal and external audit engagements.
• Proven track record of hiring, managing, and developing remote accounting professionals.
• Excellent verbal and written communication skills, with ability to interact effectively across executive leadership, IT, HR, and external auditors.

Preferred Qualifications

• Background in healthcare, physician practice management, or health-tech environments.
• Experience with Workday Financials and/or Microsoft Dynamics.
• Direct experience with enterprise ERP implementations, income tax provision oversight, or corporate treasury operations.

Compensation & Benefits

• Base salary range: $150,000.00-$175,000.00.
• Base pay is exclusive of bonuses or benefits (medical, dental, vision, life, and pet insurance, 401K, paid time off, and other wellness programs).
• Eligible for an annual bonus targeted at 15%.
• Base pay offered will be determined based on relevant factors such as experience, education, and geographic location.

Location

Department: Finance

Remote Technical Requirements (Remote workers only)

To successfully work remotely, the role requires a minimum internet speed of 5 MBPS for Download Speed and 3 MBPS for the Upload Speed. This should be acquired prior to the start of employment. Employees who regularly work from home offices are eligible for expense reimbursement to offset this cost.