Controller, Finance & Banking, Financial Manager

Overview

This position serves as a strategic financial leader, overseeing the company's accounting operations, treasury management, and financial reporting. This role ensures the accuracy of the balance sheet and provides insightful financial reports to support executive decision-making. In addition to technical expertise, the Controller mentors and develops the finance team, promoting a culture of continuous growth.

• Ensure accounting and reporting systems accurately record financial transactions to prepare financial statements and statutory reports according to GAAP.
• Develop internal control systems to ensure fiscal accountability throughout the Plan. Determine proper treatment of new accounting guidance or unusual transactions.
• Collaborate with the VP of Finance to provide strategic oversight of monthly, quarterly, and year-end financial close processes, ensuring accuracy, efficiency, and adherence to reporting standards while identifying areas for process improvement.
• Oversee daily accounting operations, including accounts payable, general ledger, and fixed assets.
• Ensure compliance with federal and state reporting requirements, including Medicare and Medi-Cal Cost Reports, Department of Social Services reporting, and tax planning.
• Coordinate with external auditors while providing financials, schedules, and reconciliations.
• Analyze financial results and identify key insights to support strategic decision-making, then clearly communicate findings to leadership.
• Collaborate with budget team to prepare schedules and analytics for the consolidated annual budget. Conduct financial analysis to identify trends, efficiencies, and areas for cost reduction.
• Responsible for treasury management, including weekly cash position, liquidity management, and maintaining a strong understanding of investment strategies.
• Maintain deep competency of the balance sheet, ensuring accurate reconciliations, timely resolutions of discrepancies, and a clear understanding of the company's financial position.
• Provide mentorship and guidance to finance team members, fostering professional growth, strengthening technical skills, and building a culture of accountability and collaboration.
• Perform all other related duties as assigned.

• Practical oral and written communication skills appropriate to the audience's needs.
• Ability to develop and deliver effective presentations live via online or virtual mediums.
• Excellent collaboration and team-building skills.
• Practical conflict management skills.
• Ability to effectively build relationships with customers and executive management.

• Demonstrates a high level of accuracy, even under pressure.
• Excellent organizational skills.
• Ability to perform work independently with minimal supervision.
• Ability to exercise sound judgment and make decisions based on accurate and timely analysis.

• Demonstrated time management and priority-setting skills.
• Ability to simultaneously handle multiple priorities.
• Ability to work in a fast-paced, dynamic environment.
• Ability to prioritize responsibilities and organize workload to ensure that time frames are met and the work is completed within deadlines.
• Demonstrated ability to define, develop, and analyze performance measures and metrics; exercise sound judgment and make decisions based on accurate and timely analysis.

• Demonstrated project management skills.
• Demonstrated planning and project oversight/management skills.
• Demonstrated skills in project plan design and implementation, directing projects, coordinating the work of operational teams, and managing project budgets.
• Effectively manages project deadlines and escalates issues as appropriate.

• Essential:
  Bachelor’s Degree in Accounting.
• Preferred:
  Master’s Degree in Accounting or Finance.

• Essential:
  Certified Public Accountant (CPA).

• Essential: 8 years of various accounting or financial positions of greater complexity and depth.
• Essential: 3 years of supervisory experience.

• Must be able to remain stationary 20% of the time.
• Must be able to frequently move about inside the facility to access file cabinets, office machinery, etc.
• Must be able to constantly move to position oneself to conduct essential job functions in a finance office setting.