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 handson.
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
- 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 proactive role in goforward 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 realtime 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 35 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