Controller, Finance & Banking, Financial Manager

Job Title: Controller
Location: Remote with occasional in-person requirements. Candidates should reside within driving distance of Austin, TX to attend onboarding and periodic team meetings as needed. This is not a fully remote-anywhere role. Out-of-area applicants will not be considered.

Position Overview

NOW CFO is partnering with our client to identify a hands-on, strategic Controller to oversee core accounting operations while supporting financial visibility and business decision-making. This individual will play a key role in strengthening financial processes, improving reporting accuracy, and building scalable infrastructure to support continued growth.

The ideal candidate brings strong technical accounting expertise, a proactive mindset, and the ability to operate effectively in a fast-paced, evolving environment.

Key Responsibilities

Financial Oversight & Business Partnership

• Partner with executive leadership to provide financial insights that support strategic decisions
• Lead the annual budget process, forecasting cycles, and long-range financial planning
• Prepare and deliver monthly financial reporting packages for leadership review
• Develop financial models to evaluate new initiatives, pricing strategies, and profitability
• Analyze operating results and communicate key trends, risks, and opportunities

Accounting Operations

• Direct day-to-day accounting activities including general ledger, AP/AR, payroll, billing, and revenue recognition
• Ensure timely and accurate month-end, quarter-end, and year-end close processes
• Maintain compliance with GAAP and applicable regulatory requirements
• Oversee multi-state tax coordination and external reporting obligations
• Monitor cash flow, banking activity, and overall liquidity position

Controls, Compliance & Risk

• Establish and maintain effective accounting policies, procedures, and internal controls
• Coordinate annual audit activities and serve as primary liaison with external auditors and tax advisors
• Evaluate financial and operational risks and recommend appropriate safeguards
• Support compliance with federal, state, and industry-specific requirements

Systems & Process Improvement

• Assess current financial systems and identify opportunities for efficiency and automation
• Lead system enhancements, integrations, or implementations as needed
• Build and maintain KPI dashboards and management reporting tools
• Improve workflows to support scalability and reporting transparency
• Support commission and incentive tracking accuracy

Team & Cross-Functional Support

• Provide guidance and oversight to accounting staff as applicable
• Collaborate with cross-functional teams to ensure accurate revenue and expense tracking
• Assist with special projects and strategic initiatives as they arise

Qualifications

Must Have's

• Bachelor's degree in Accounting or Finance required
• Prior Controller or senior-level accounting leadership experience required
• 8+ years of progressive accounting or finance experience
• Healthcare and/or PBM industry experience required
• CPA required
• Proficiency in Quick Books Online,  AND Salesforce (all three are a must)
• Advanced excel skills including pivot tables, index max command and data normalization.
• Experience leading accounting clean-up efforts, including reconciliations, process documentation, and control improvements

Nice to Have's

• MBA or CMA Preferred

• Experience with in professional services, consulting, or similar environments preferred
• Background in high-growth or entrepreneurial settings is a plus

This position offers the potential for expanded financial leadership responsibilities over time, including progression toward a CFO-level role based on performance and business needs. This role will allow you to work with a team that values transparency, accountability and respect with a collaborative company culture and true care for their employees.

#IND2 #ZR