Controller

$170,000 - $200,000/Yr

Creative Financial Staffing - Houston, TX

posted 3 months ago

Full-time - Mid Level
Houston, TX
Administrative and Support Services

About the position

Our fast-growing medical services client is seeking a Controller to join their management team! This role is pivotal in overseeing the financial health of the organization and ensuring compliance with GAAP standards. As a Controller, you will be responsible for preparing financial statements on a monthly, quarterly, and annual basis, managing sales tax across multiple jurisdictions, and collaborating with third parties for timely returns. You will work closely with external auditors and tax preparers, preparing, reviewing, and submitting reports to the IRS, as well as state and local tax authorities. In addition to these responsibilities, you will lead the annual audit process and prepare the annual report, ensuring that the daily cash position is managed efficiently in collaboration with the CFO. Your role will also involve ensuring the timely and accurate recording of financial transactions and overseeing the monthly close process. You will provide ad hoc financial and operational analysis for management, manage operational accounting processes including accounts payable, collections, receivables, payroll, inventory, and revenue, and build systems and processes for growth with a continuous improvement mindset. As a leader, you will coach and train the finance team, mentoring and developing team members to ensure accuracy and adherence to policies in billing, invoices, and checks. You will also be responsible for developing and maintaining project-based financial reports and KPIs for the CFO, facilitating information dissemination with other department managers. This position requires a strong technical accounting background and business acumen, as well as the ability to balance short-term revenue with long-term goals.

Responsibilities

  • Oversee and prepare GAAP financial statements: monthly, quarterly, and annual.
  • Manage sales tax across multiple jurisdictions and collaborate with third parties for monthly returns.
  • Work with external auditors and tax preparers; prepare, review, and submit reports to IRS, State, and Local tax authorities.
  • Lead annual audit process and prepare the annual report.
  • Oversee daily cash position, ensuring efficient working capital management with CFO.
  • Ensure timely and accurate recording of financial transactions and monthly close.
  • Provide ad hoc financial and operational analysis for management.
  • Manage operational accounting processes: accounts payable, collections, receivable, payroll, inventory, and revenue.
  • Build systems and processes for growth with a continuous improvement mindset.
  • Partner with operations management, demonstrating strong technical accounting and business acumen.
  • Complete monthly close activities: documentation, account reconciliation, and reporting.
  • Coach and train finance team; mentor and develop team members.
  • Ensure accuracy and policy adherence in billing, invoices, and checks.
  • Develop and maintain project-based financial reports and KPIs for CFO.
  • Facilitate information dissemination with other department managers.

Requirements

  • Bachelor's degree in accounting or finance required.
  • CPA certification required.
  • Expert matter in NetSuite and heavy Excel skills required.
  • Management and leadership experience required.
  • Ability to work extended hours, if necessary, specifically during training, month-end, quarter-end and annual audit time.
  • Strong analytical, verbal, and written communication skills.
  • Highly driven, self-starter, with accountability for results.
  • Detail-oriented with excellent organizational skills.

Nice-to-haves

  • Higher education is highly preferred but not required.

Benefits

  • Competitive salaries
  • Comprehensive benefits
  • Supportive work-life balance
  • Engagement with the latest technologies and practices in the medical industry
  • Corporate responsibility and ethical practices
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