Overview
This role is a hands-on Controller position within a finance leadership team, reporting directly to the Chief Financial Officer. The position leads accounting, financial reporting, treasury, cash management, and financial controls across a complex, multi-entity healthcare organization.
The role supports monthly, quarterly, and annual close activities under U.S. GAAP, provides executive and board reporting, serves as a technical accounting leader for complex transactions, and helps modernize processes and systems to support continued growth.
Responsibilities
Financial Leadership & Reporting
- Lead the monthly, quarterly, and annual close process, ensuring accurate and timely financial reporting in accordance with U.S. GAAP.
- Prepare consolidated financial statements, executive reporting packages, dashboards, and Board materials.
- Oversee core accounting functions, including the general ledger, intercompany accounting, payroll accounting, fixed assets, and accounts payable.
- Maintain and strengthen accounting policies, internal controls, and financial governance to support scalable finance operations.
- Serve as the technical accounting leader for complex transactions, including acquisitions, lease accounting (ASC 842), revenue recognition (ASC 606), and other emerging accounting matters.
Treasury, Cash Management & Lender Compliance
- Lead treasury operations, including daily cash management, banking relationships, liquidity planning, and rolling cash flow forecasts.
- Oversee lender reporting, debt compliance, covenant monitoring, and required financial reporting to lending partners.
- Partner with executive leadership to proactively manage working capital, liquidity, and financial risk.
Audit, Compliance & Strategic Initiatives
- Lead the annual financial statement audit and serve as the primary liaison with external auditors, tax advisors, and other financial partners.
- Support acquisition due diligence, purchase accounting, and financial integration of newly acquired businesses.
- Partner with FP&A and executive leadership on budgeting, forecasting, financial analysis, and strategic initiatives.
Leadership & Continuous Improvement
- Build, mentor, and develop a high-performing accounting team, fostering accountability, collaboration, and continuous improvement.
- Drive automation, process optimization, and ERP enhancements to improve reporting quality, strengthen controls, and increase operational efficiency.
- Advise the CFO with financial insight and leadership to support organizational growth and long-term value creation.
Qualifications
- Bachelor’s degree in Accounting or Finance; CPA required.
- 12+ years of progressive accounting and finance experience, including at least 3–5 years in a Controller or Assistant Controller role.
- Deep technical GAAP knowledge including ASC 842, ASC 805, ASC 606, and consolidation accounting.
- Demonstrated experience managing lender relationships and covenant compliance under a leveraged credit facility.
- Strong understanding of credit agreement mechanics, including financial definitions, EBITDA add-backs, restricted payment baskets, and reporting deliverables.
- Proven track record of owning and managing external audits end-to-end.
- Experience with multi-entity, multi-state consolidations.
- Proficiency with ERP systems (NetSuite, Oracle); advanced Excel and PowerPoint skills.
- Public accounting background (Big 4 or national firm) with healthcare or PE portfolio clients, preferred.
- Experience supporting a sell-side or buy-side QofE process, preferred.
Preferred Qualifications
- MBA, MHA, or other advanced business or finance-related degree.
- Prior experience in a PE-backed company or environment with active sponsor oversight and reporting obligations.
- Healthcare or healthcare services industry experience—pharmacy accounting highly preferred.
Compensation & Benefits
- Salary range: $190,000 - $230,000, plus annual bonus opportunity and equity participation.
- Comprehensive Medical, Dental and Vision Insurance
- Paid Time Off
- Free Virtual Care & Telemedicine
- 401k with company match
- Referral Bonuses
- Life Insurance
Location
Other Requirements
Must adhere to the organization’s Code of Conduct, follow compliance policies and procedures, and report any suspected violations of any federal or state laws to a direct supervisor, Human Resources, or the Compliance Officer.
Equal Opportunity
Equal opportunity employer; reasonable accommodations will be made to enable individuals with disabilities to apply for a job or to perform essential functions.