Controller, Accounting, Financial Reporting

The Controller is responsible for leading the organization’s day-to-day accounting and financial reporting functions while ensuring the highest standards of financial integrity, internal controls, and audit readiness. In addition to core accounting responsibilities, this role serves as a key financial partner within a self-funded, data-driven health plan environment.

The Controller is expected to translate financial and claims data into actionable insights that support operational decision-making, cost management, and improved health outcomes. This position is designed for growth into a broader operational finance leadership role, with increasing responsibility for connecting financial performance to utilization trends, care delivery, and strategic initiatives across the organization.

Supervision Received:
Reports directly to the CFO.

• Own all accounting processes, including general ledger, accruals, financial close, and financial reporting.
• Prepare monthly financial statements (balance sheet, profit & loss, cash flow) within defined close timelines and ensure accuracy and completeness.
• Lead and develop the accounting team, including direct supervision, performance management, and coaching to ensure high‑quality output, accountability, and continuous growth of team capabilities.
• Lead audit preparation and serve as the primary contact for external auditors.

• End‑to‑end ownership of financial and claims‑related reporting, including review and analysis of claims payments and IBNR methodologies.
• Partner with operations and analytics teams to understand and interpret utilization trends, including ER, inpatient, and specialty care drivers.
• Demonstrated understanding of insurance economics within a self‑funded model, including cost drivers, risk exposure, and claims performance dynamics.

• Act as a financial partner to operations, care delivery, and analytics teams to ensure alignment between financial outcomes and operational performance.
• Support strategic and operational decision‑making by connecting financial data to real‑time business activity.
• Identify opportunities to improve cost efficiency, financial predictability, and performance outcomes.

• Prepare and deliver clear, decision‑useful financial insights to leadership and the Board of Trustees, clearly explaining key drivers of financial performance.
• Communicate complex financial and claims information in a concise, actionable manner to executive leadership and non‑financial stakeholders.

• Ensure all federal, state, and local reporting requirements are met accurately and on time.
• Maintain strong internal controls and identify risks related to financial reporting, claims activity, and compliance, and take proactive steps to mitigate them.
• Drive continuous improvement initiatives across financial processes, systems, and reporting capabilities.

• Must pass a criminal background screening.
• Strong foundation in GAAP and full accrual accounting.
• Demonstrated ability to manage accounting operations and lead a small team.
• Experience preparing financial reports and communicating results to leadership audiences.
• Minimum 5 years of professional accounting experience.
• Ability to interpret financial and operational data and generate actionable insights.

• Bachelor’s degree in accounting or related field required. Healthcare, insurance, nonprofit, or governmental accounting experience preferred.

• Strong analytical and problem‑solving skills with an ability to connect data to business outcomes.
• Ability to communicate complex financial and operational concepts clearly and effectively.
• High attention to detail and strong organizational skills.
• Proactive mindset with a focus on continuous improvement and process optimization.
• Strong collaboration skills and ability to work cross‑functionally.
• Intermediate‑to‑advanced Excel and Power BI financial analysis capabilities.
• Working knowledge of Microsoft Copilot functionality and familiarity with LLM use cases.
• Experience with Quick Books Online and similar accounting cloud‑based applications.