About the Role

As our Controller, you will be the financial backbone of a fast-scaling, multi-clinic healthcare organization. This is a hands-on leadership role where you will build and own the accounting and financial operations infrastructure that supports everything we do in the field. You will report to our Vice President of Finance, serving as a trusted partner responsible for ensuring financial accuracy, operational control, and scalable systems as we expand.

This is not a back-office reporting role, it is a build-and-scale leadership role. You will upgrade and build upon the financial foundation that allows our clinicians, operators, and leaders to move faster with confidence. You will also work closely with our VP of Finance to ensure seamless alignment between financial strategy and operational execution, but your core focus is building a world-class financial operating system.

If you enjoy bringing order to complexity, building systems that last, and making sure every dollar in a growing organization is accounted for and well-managed, this role is for you.

Location: New York City strongly preferred (Hybrid). Open to remote candidates in FL, VA, NY, NJ MO or TX.

Key Responsibilities

Financial Operations & Accounting Oversight

• Own monthly close process
• Ensure accuracy of financial statements, reconciliations, and reporting integrity.
• Manage external accounting relationships and improve close timelines, accuracy, and automation.
• Maintain internal controls, audit readiness, and financial compliance.

Bookkeeping & Tax Management

• Oversee bookkeeping accuracy, chart of accounts structure, and financial record integrity.
• Manage tax preparation workflow (in partnership with external tax providers).
• Ensure timely filing of required state and federal obligations.

Spend Management & Financial Controls

• Own operational spend governance:
• Budget tracking and enforcement
• Hiring plan / headcount plan
• Credit card provisioning, controls, and policies
• Vendor onboarding and management
• Receipt tracking and expense compliance
• Implement cost control processes and improve financial discipline across teams.

Financial Operations

• Ensure accuracy and compliance of payroll processing, benefits administration, state tax filings, corporate insurance administration
• Serve as an operational control point for vendor-managed financial/HR processes.

Managed Care Financial Operations

• Risk Contract Financial Operations
  • Contestations (submission, tracking, resolution)
  • Cost reallocations (accuracy, submission, follow-up)
  • Stop-loss administration (monitoring, submissions, recovery tracking)
  • Reserve fund tracking and reconciliation
  • Maintain operational dashboards for risk contract activity and financial exposure.
  • Track claims requiring correction, escalation, or reallocation.
  • Ensure timely submission and follow-up on payer disputes and recoveries.
  • Maintain structured logs of contestations, recoveries, and resolution outcomes.
  • Managed Care Reporting & Data Integrity
  • Produce recurring operational reports on: claims trends, stop-loss exposure and recoveries, financial variances in risk contracts
  • Ensure data accuracy feeding into FP&A models.
• Own day-to-day execution and tracking of:
• Claims, Recoveries & Payer Operations:
• Incentive & Bonus Administration: Administer metrics bonuses and commission calculations.
• HEDIS & Revenue Operations Support: Track HEDIS-related revenue inputs and payment confirmations. Identify variances between expected vs actual payer payments. Coordinate with clinical and revenue teams to ensure accurate reporting.

FP&A

• Build and maintain annual and rolling budgets in partnership with the VP Finance and CEO
• Own reporting and analysis of Budget vs Actual performance, including variance tracking and narrative insights
• Develop and maintain core business performance models to support decision-making (e.g., CAC, panel growth curves, panel J-curves, site ramp economics)
• Support scenario planning and sensitivity analyses to inform growth, hiring, and capital allocation decisions

Accountabilities

• Accuracy and timeliness of monthly financial close
• Integrity of managed care operational financial data
• Effective execution of spend controls and compliance
• Timely recovery of stop-loss, contestations, and reallocation funds
• Reliable execution of payroll, benefits, and tax operational oversight (via vendors)
• Ensure accurate, timely, and consistent FP&A reporting that enables leadership to understand performance against plan and make informed operating decisions.

About You

• Experience:
• 8-12 years of accounting and financial operations experience across corporate or multi-entity environments.
• 3-5 years owning or leading core accounting functions such as close, reporting, audits, and reconciliations.
• Experience managing outsourced finance functions (bookkeeping, payroll, tax, benefits) in a structured environment.
• Exposure to healthcare, MSO, or value-based care environments is helpful but not required.
• Experience building scalable finance processes in a startup or high-growth company preferred.
• Skills:
• Strong technical accounting capability (close process, reconciliations, financial reporting accuracy).
• Operational rigor in building systems, controls, and repeatable processes.
• Ability to manage vendors and outsourced partners with clear accountability.
• High attention to detail with strong execution discipline in deadlines and compliance.
• Comfortable working in structured ambiguity and creating order from evolving processes.
• Clear communication with internal stakeholders on financial reporting and spend discipline.
• Values: You embody our core values of Heart, Excellence, Accountability, Resilience, and Teamwork.

Why You Should be Excited

• Innovation: Be part of an innovative clinic setting the standard for senior-focused primary care. Work in a supportive, patient-first environment that values quality care.
• Impact: Be part of a mission-driven team focused on transforming healthcare for underserved seniors.
• Growth: We're building more than a company - we're building careers. As we grow, we're creating meaningful opportunities for you to expand your skills, take on new challenges, and shape your path forward.
• Compensation & Benefits: Competitive base salary and performance-based bonus, paid time off, health, dental and vision benefits, and 401K with a company match.

Our Selection Process

Our selection process typically includes an online application, initial interview, second round interview, values interview, case study + interview, and reference check.