VP, Controller

Job summary:

The Controller will lead and be responsible for all aspects of the accounting and financial reporting and analysis, treasury, tax, credit and collections, payables, payroll, risk management, and financial systems management functions. This position is responsible for ensuring timely and accurate financial reporting and providing actionable analysis, that company accounting and reporting procedures conform to GAAP, and that a strong internal control environment is maintained. The Controller will collaborate with other functions and business areas to identify and implement business process changes necessary to enable growth and efficiencies across the company. This role will also oversee financial aspects the ERP, along with other financial systems and serve as the primary lead for audit and tax matters.  While the emphasis of this role is accounting and finance, it includes responsibilities for managing a breadth of accounting and finance functions and requires an individual who is strategic, tactical, and proficient with financial systems.

Primary responsibilities:

• Develop and maintain automated systems and manual procedures of accounting, audit, and management control to ensure compliance with GAAP and external and management accounting requirements. This includes, but is not limited to the following activities:
  • Maintain the company’s system of accounts and records for all company transactions and assets.
  • Manages the timely, accurate, and actionable preparation and distribution of financial reports which effectively communicate the company’s results, performance, and projections to internal and external stakeholders.
  • Manages the day-to-day and cyclical activities of the accounting and finance team, including close cycle, consolidation activities, and external audit activities. Ensures that accounting functions are effective, efficient, and adhere to strong internal controls.
  • Perform technical accounting research, review new accounting pronouncements, provide analysis on impacts and implications of new and revised standards, and ensure new/revised accounting standards are implemented as appropriate.
  • Make recommendations for updates to policies, internal controls, accounting standards, and procedures and oversee the adoption of accounting and financial management policies and procedures company wide.
  • Oversee daily cash management functions, ensuring absolute fiduciary integrity in all cash processes is maintained consistent with company guidelines. Monitors and manages the daily cash position to maximize cash flow and minimize interest expense, provide timely and accurate detailed cash flow forecasts.
  • Coordinate procedures and systems between the Finance department and all other functional and business areas for accurate and timely capture of financial and operational information
  • Support automated systems and manual procedures of accounting, auditing, and management control to ensure compliance with GAAP, management accounting, and external accounting requirements.
• Directs and oversees all federal, state, and local tax planning, accounting, and compliance for all tax types (income, sales/use, payroll, property, etc.). Establishes and administers tax policies and procedures.
• Coordinate, prepare and review monthly, quarterly, and annual reports, tax schedules, returns and information, preparing ad hoc reports as requested. Coordinate activities with public accountants and legal advisors.
• Lead the company’s treasury and risk management areas:
  • Identify insurance requirements to address risk management needs and issues and maintain adequate coverage to protect the company.
  • Oversee daily banking arrangements for the receipt and disbursement of monies within company guidelines.
  • Arrange for company borrowing on credit facility as needed.
• Oversee the credit and collections functions for the company and the establishment of best practices to support growth, mitigate risk, and optimize cash flow and profit.
• Responsible for Payroll processing through PEO, ensuring accuracy, timely completion, and confidentiality is maintained.
• Partner with IT and provide business leadership/oversight over financial systems and related business processes. Manage chart of accounts, ERP configurations, updates and testing along with timely completion of account reconciliations.
• Manage the activities and performance of the Finance team within a high-growth environment. Promote a culture of high performance and continuous improvement that values learning and commitment to quality.
• Understand and help to mitigate key elements of the company’s risk profile such as chargebacks, pricing, contracts, payment terms, and credit practices.
• Partner with functional and business leadership to evaluate business processes and practices and implement changes to enable a high-growth environment with increased efficiency.
• Consult with leadership team and associates on all accounting and compliance matters; act as business partner to guide and assist them with areas under Controllership area of responsibility and expertise.
• Lead and support the organization through the annual budgeting and intermittent forecasting process, ensuring collaboration with business and functional leaders and alignment with the company’s goal and strategic plans.
• Perform any other duties as assigned.

Required competencies, knowledge, skills, and abilities:

• Proven ability to integrate within a senior management team as a valued advisor and successfully execute.

• High energy, personal presence and maturity as components of leadership ability in order to facilitate the best decision-making and desired outcomes.

• Articulate and dynamic communicator with the ability to communicate effectively in both oral and written formats with customers, employees, and vendors at all levels.
• Experience building, leading, and developing teams with diverse backgrounds and skill sets.
• Proven ability to execute and deliver timely and accurate results in a team-based matrix environment; can be counted on to consistently meet or exceed goals successfully.
• Collaborative: ability to develop strong relationships and work cohesively and respectively across different areas and with all levels of the organization to meet or exceed company goals
• Strong process orientation; organized and detail-oriented; committed to procedures with focus on internal controls, operational excellence, and process improvement.
• Ability to think strategically and work independently; be flexible and adaptable.
• Ability to influence decisions based on qualitative and quantitative financial analysis.
• Capable of balancing the hands-on tasks of daily and monthly financial reporting and analysis and high-level strategic thinking

• Proactive and continuous communication approach with CFO and other senior leaders

• Highly proficient at working with Excel and other financial tools and systems.
• Ability to organize, prioritize, and deliver results with a variable workload and balance multiple priorities and deadlines in a fast-paced dynamic environment.

• Must possess highest caliber of integrity and ethics; ability to maintain confidentiality and bring any compliance issues to the attention of management.

• Must be able to pass a drug test and background check aligned with state and federal laws and regulations.

 Required certifications, licenses, education, and experience:

• Bachelor’s degree in accounting, finance, or related field
• Expert knowledge and application of U.S. GAAP; technical proficiency of current accounting principles and auditing standards

• Knowledge and application of federal, state, and local corporate tax laws (including income tax, property tax, and sales/use tax)
• Ten years of progressive accounting management experience, ideally with some early career experience in a Big 4 or National CPA firm, with later leadership experience in a fast-paced, growing environment
• Prior responsibility for Treasury, Tax, and Credit & Collections functions
• Excellent decision quality; sound judgement and values consistent with company mission and values
• Strategic thinker that can identify, recommend, and implement practical, and actionable ideas.
• Strong budgeting and forecasting experience

 Preferred education, licenses, competencies, knowledge, skills, and abilities:

• Master’s degree in Business Administration
• Active Certified Public Accountant license
• Healthcare or Specialty Distribution experience
• Mix of public and private company experience

• Prior responsibility for Treasury, Tax, Credit & Collections, and Payroll functions

• Experience with SAP, Salesforce, and PowerBI

Physical demands and work environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods sitting at a desk and working on a computer and/or phone.
• Visual acuity to accurately read small print in financial reports and other documents.
• Ability to stand, walk, bend, squat, stretch, kneel, reach, grasp, and pinch.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, gender, marital status, national origin, ancestry, disability, genetic information, medical condition, military/veteran status, sexual orientation, gender identity, gender expression, or any other characteristic protected by law.

The above statements are intended to describe the general nature and level of work performed by people assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills required of personnel so classified. Incumbents will follow any other instructions or directions and will perform any other related duties, as assigned by their supervisor.