Financial Controller / Accountant

About the job Financial Controller / Accountant

The Financial Controller/Accountant will be responsible for overseeing the accounting function while helping to develop the financial infrastructure needed to manage the companys growth. He/she will need to implement rigorous processes while constantly searching for value in areas aligned with the companys strategic objectives. This will require an individual who is energetic, has a strong background in the fundamentals of accounting, and is willing to be hands-on.

Duties and responsibilities:

• Maintain a documented system of accounting policies and procedures
• Closely monitor all Company assets and ensure appropriate security measures are taken to limit leakage and theft
• Ensure Company financials comply with GAAP and all meaningful accruals and other accounting estimates are accurately and consistently applied and monitored
• Knowledge of accounting systems (Quickbooks & Sage Intacct) and ability to seamlessly take over full control of bookkeeping responsibilities.
• Have experience managing all accounting procedures necessary to support a Company, including but not limited to:
• Ensuring that accounts payable are verified and paid in a timely manner. Knowledge of AP system called Bill.com
• Manage vendor spend and proactively recommend opportunities to renegotiate vendor contracts
• Cost management from both a shared services cost allocation and cost center management point of view
• Ensuring that accounts receivable are accurately calculated, monitored and collected as promptly as possible
• Processing payroll in a timely manner and report to management any meaningful variations related to overtime, commissions, bonuses, etc.
• Ensuring that periodic bank reconciliations are completed and that the Companys cash position is strategically monitored
• Maintain a system of controls over accounting transactions
• Maintain company shareholder list in both Excel and Carta (capitalization table management tool)
• Issue timely and complete financial statements and assist in preparation of monthly reporting package
• Take a pro-active role in go-forward initiatives to optimize financial reporting templates
• Assist in the production of the annual budget and the reporting of any deviations from the budget to management
• Develop and maintain monthly KPI reports to be provided to senior management to monitor Company financial performance on a real-time basis
• Coordinate the provision of information to external tax advisors for the annual tax audit. This will include Franchise Tax, Sales Tax, Property Tax, K1s to investors, 1099s to vendors
• Comply with local, state, and federal government reporting requirements and tax filings
• Assist in the financial review of acquisition targets and lead the integration process acquired businesses into core business financials

Duties and responsibilities:

• Bachelors degree in Accounting or related business field
• CA(SA)
• Experience in managing/ building a team of direct reports required to build out the Finance function within a high growth technology/ healthcare environment
• Experience in Healthcare Technology and startup environments a plus
• Minimum 3-5 years of corporate accounting or transaction services experience
• Must have a sophisticated understanding of QuickBooks (and Sage Intacct ideally)
• Proficiency in Microsoft Excel and PowerPoint with ability to create professional quality work products that can be easily digested by senior management
• Able and willing to work periodic evenings and weekends to meet deadlines and urgent management requests