Controller, Finance & Banking, Financial Reporting

Controller

Reports To: Director of Finance Department: Finance & Accounting

We are seeking an experienced Controller to serve as the client-facing financial leader for an assigned portfolio. The Controller will oversee day-to-day financial operations and serve as the subject matter expert for all portfolio financial activities, including financial reporting, budgeting, forecasting, financial analysis, internal controls, audit, tax, financing, and onboarding/offboarding initiatives.

The Controller will oversee Accounting, Accounts Payable, and Treasury functions while serving as the primary point of contact for clients regarding their financial operations. The ideal candidate is a strong accounting professional with excellent leadership, communication, analytical, and organizational skills. Healthcare industry experience is preferred.

• Develop and monitor project plans to ensure timely completion of monthly and ad-hoc financial deliverables.
• Serve as the primary financial contact for assigned clients and portfolios.
• Oversee Accounting, Accounts Payable, and Treasury services and coordinate with other service lines.
• Review and approve financial reports and other financial deliverables.
• Coordinate internal and external communication related to daily operations, monthly reporting, and annual financial and regulatory reporting.
• Provide clients with proactive visibility into cash flow, collections, expenses, and other key financial activity.
• Prepare and deliver daily, weekly, and monthly financial reporting, including budget-to-actual and variance analysis.
• Apply strong knowledge of GAAP, cash management, AP operations, and cost reimbursement to analyze forecasts and operational performance.
• Lead weekly team meetings to review priorities, address challenges, and drive results.
• Monitor team KPIs and overall productivity.
• Supervise accounting, AP, and treasury staff, including workload allocation, timesheet review, PTO approval, performance management, and staffing needs.
• Provide financial analysis and strategic recommendations to support operational and financial decision-making.
• Identify and implement process improvements to streamline workflows and improve efficiency.
• Manage multiple priorities and respond to client and internal requests in a timely and effective manner.
• Perform other duties as assigned.

• Bachelor's or Master's degree in Accounting, Finance, or a related field.
• Strong accounting and finance background; healthcare experience preferred.
• Strong understanding of accounting processes and the flow of information between financial systems.
• Advanced proficiency in Microsoft Excel and financial/data analysis.
• Proven ability to lead teams and drive productivity.
• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail and deadline management.
• Ability to work independently and escalate complex issues appropriately.
• Ability to quickly learn new systems, technologies, and processes.
• Strong process-improvement and systems-thinking skills.
• Ability to prioritize multiple requests in a fast-paced environment.
• Comfortable working in an evolving environment with ambiguity and changing priorities.
• Technologically forward-thinking and solution-oriented.

• Proactive, resourceful, and takes initiative.
• Strong problem-solving and decision-making skills.
• Personable, energetic, and professional.
• Collaborative team player with strong leadership abilities.
• Client-focused with a commitment to providing exceptional service.

This position is primarily office-based and involves extended periods of sedentary work and computer use. Occasional local travel between office locations may be required.

Direct reports will vary based on portfolio size. The Controller will typically oversee accounting, Accounts Payable, and Treasury personnel, with responsibility for day-to-day supervision, mentorship, workload management, and performance management.