Job Description

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:

1. Ensuring that accounts payable are verified and paid in a timely manner. Knowledge of AP system called Bill.com
2. Manage vendor spend and proactively recommend opportunities to renegotiate vendor contracts
3. Cost management from both a shared services cost allocation and cost center management point of view
4. Ensuring that accounts receivable are accurately calculated, monitored and collected as promptly as possible
5. Processing payroll in a timely manner and report to management any meaningful variations related to overtime, commissions, bonuses, etc.
6. Ensuring that periodic bank reconciliations are completed and that the Companys cash position is strategically monitored
7. Maintain a system of controls over accounting transactions
8. 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