Financial Controller

The ideal candidate is a CPA or equivalent caliber professional who thrives in fast-moving environments, enjoys solving problems, and can modernize processes all while staying detail-oriented but not losing sight of the big picture. You’ll work closely with the CFO and VP of finance, investor partners, and internal leadership to deliver timely, accurate financial insights that drive operational excellence and growth.

Key Responsibilities Financial Operations + Reporting

● Oversee all day-to-day accounting functions, including AP/AR, payroll, inventory, and general ledger activities.

● Lead the monthly close process and prepare consolidated financial statements (balance sheet, income statement, cash flow) for internal and investor review.

● Analyze performance metrics and present actionable insights to the CEO , CFO and leadership team.

● Ensure accuracy, timeliness, and integrity in all financial transactions and records.

● Coordinate monthly, quarterly and annual reporting with RCap and support ad hoc investor requests.

● Assist in the implementation of a new General Ledger software system in 2026

Process Improvement + Systems Integration

● Identify and implement opportunities to streamline financial operations, reduce inefficiencies, and improve accuracy.

● Partner cross-functionally with sales, operations, HR, and patient services to ensure data integration between financial systems (e.g., Zenoti, payroll, inventory, banking).

● Support future system transitions (e.g., Accounting, EMR) and ensure proper configuration of integrations and reporting tools.

● Develop clear SOPs for recurring financial processes and train internal team members as needed.

Budgeting + Forecasting

● Assist with annual budget development and ongoing forecasting, aligning financial targets with strategic and operational goals.

● Build scenario models to evaluate growth opportunities, cost efficiencies, and resource allocations.

Cash Flow + Treasury Management

● Monitor daily cash balances and manage banking relationships.

● Develop cash flow forecasts and maintain internal controls to safeguard company assets.

● Support lender compliance reporting and other third-party financial obligations. Audit + Controls

● Maintain strong internal controls, audit documentation, and risk management protocols.

● Coordinate with auditors and investors on periodic reviews and audits with transparency and efficiency.

What You Offer

● Education: Bachelor’s degree in Accounting, Finance, or related field required.

● Certification: CPA or CMA strongly preferred.

● Experience: 10+ years of progressive experience in accounting and finance, including multi-entity or healthcare service environments.

● Expertise: Hands-on experience with general ledger management, financial reporting, and monthly close.

● Technical: Proficiency in accounting software (QuickBooks, NetSuite, or similar), advanced Excel skills, and comfort integrating operational systems such as Zenoti, POS, or EMR platforms.

● Leadership: Demonstrated ability to manage teams (internal and fractional) and build scalable processes.

● Attributes: Flexible, analytical, and solution-oriented; thrives in fast-paced, evolving settings; able to balance precision with progress.

Competency

● A builder who sees inefficiencies as opportunities and enjoys implementing better systems.

● A collaborator who can partner with operations, sales and HR to align financial insights with business goals.

● A steady, organized professional who can bring structure and calm to a growing organization.

● A problem solver who approaches challenges with curiosity and ownership rather than rigidity.