Controller

Client:
Our client is seeking a Controller to oversee and manage the financial operations of the firm. This role will involve managing the monthly close process, preparing financial reports, overseeing cash flow, and ensuring the firm’s financial systems are organized and efficient. You will play a key role in building a reliable financial system that supports business growth and decision-making, providing accurate data and insights to leadership.

Role Overview:
As a Controller, you will oversee and manage the firm’s financial operations, including the monthly close process, cash flow management, and financial reporting. You will play a critical role in building a reliable financial system that supports business growth and informed decision-making. The ideal candidate will have experience with multi-entity financial management, US GAAP compliance, and proficiency in financial software such as QuickBooks Online or NetSuite. Your work will ensure accurate, timely, and actionable financial insights for leadership while improving processes and maintaining control over financial operations.

Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST.

Key Responsibilities:

Close & Controls:

• Oversee the monthly close process, ensuring all financial records are accurately reconciled and up-to-date.

• Maintain standardized clinic-level P&Ls with a consistent chart of accounts.

• Implement spending controls and approval workflows to ensure financial accuracy and compliance.

Cash & Collections:

• Build and maintain the 13-week cash flow forecast to provide visibility into the firm’s liquidity.

• Track and report collections targets, aging reports, and denial waterfalls to ensure the firm’s financial health.

Financial Planning & Reporting:

• Prepare financial forecasts, headcount plans, and expense models to support business planning.

• Produce a monthly board pack with charts, trends, variance notes, and actionable insights.

• Collaborate with operations and revenue teams to ensure that financial reports are aligned with strategic goals.

Partnership & Collaboration:

• Collaborate with cross-functional teams such as revenue cycle, regional managers, and operations to track performance and ensure effective budget management.

• Ensure KPIs are tracked, monitored, and escalated as necessary for timely resolution.

Qualifications:

Experience & Skills:

• 5+ years of experience as a Controller, ideally with a background in multi-entity financial management.

• Strong knowledge of US GAAP and experience with healthcare or multi-location service businesses is highly advantageous

• Proficiency in QuickBooks Online or NetSuite for financial management.

• Strong modeling skills in Excel or Google Sheets, with the ability to create visual dashboards using Power BI or Looker Studio.

Attributes:

• Highly organized, detail-oriented, and capable of managing multiple projects with competing deadlines.

• Excellent communication skills, able to present complex financial data clearly and concisely to leadership.

• Strong problem-solving skills with the ability to drive process improvements and efficiencies.

What Success Looks Like:

• On-time monthly close with no discrepancies in financial reporting.

• Successful implementation of financial controls, with clear oversight of cash flow and collections.

• Consistent, actionable financial insights that support business growth and operational decisions.

• Clear, visual financial reporting that is regularly used in leadership meetings to drive decisions.

Opportunity:
This is an exciting opportunity for an experienced Controller to join a growing firm and contribute to its long-term financial success. If you have a strong background in accounting and financial planning, with a keen eye for process improvement and financial management, apply today to join a team that values accuracy, transparency, and strategic thinking in every financial decision.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets