DescriptionWe9re seeking an experienced and hands-on
Controller to lead our accounting, financial reporting, treasury, and compliance functions within a growing healthcare organization. Reporting directly to the Chief Financial Officer, this role is responsible for ensuring the integrity of the company9s financial operations, including consolidated reporting, cash management, lender compliance, audit oversight, and accounting operations across a complex multi-entity environment.
The ideal candidate brings deep technical accounting expertise, strong leadership capabilities, and experience operating in a fast-paced, growth-oriented organization. This individual will serve as a trusted partner to executive leadership by delivering accurate financial insights, maintaining strong internal controls, supporting acquisition and integration activities, and building scalable processes that support the organization.
Location: Remote
Salary range: $235,000 - $250,000 annually, plus annual bonus opportunity and equity participation
Reports To: Chief Financial Officer
Travel: Up to 10%
What We Offer: - Comprehensive Medical, Dental and Vision Insurance
- Paid Time Off
- Free Virtual Care & Telemedicine - healthcare at your fingertips, anytime, anywhere
- OneVillage Wellness Support - personalized health, wellness, and caregiver support resources for employees and their families
- 401k with company match
- Referral Bonuses
- Life Insurance
- Make a difference in the lives of others!
- We are growing and that means more opportunities
Key Responsibilities: Controllership & Financial Reporting - Own the full monthly, quarterly, and annual close process across all legal entities, ensuring accuracy and timeliness in accordance with GAAP.
- Prepare and deliver consolidated financial statements, management reporting packages, executive dashboards, and board-level financial materials.
- Maintain the general ledger, chart of accounts, and intercompany eliminations across a multi-entity, multi-state organizational structure.
- Establish, enforce, and continuously improve accounting policies, internal controls, and financial close procedures.
- Oversee accounts payable, accounts receivable, payroll accounting, fixed asset management, and other core accounting operations.
- Lead technical accounting research and implementation for complex or non-routine transactions, including acquisitions, lease accounting (ASC 842), revenue recognition (ASC 606), purchase price allocations, and consolidation accounting.
- Partner closely with FP&A to support budgeting, forecasting, variance analysis, and performance reporting by providing accounting-level insight into key business drivers.
Treasure & Cash Management - Own daily cash positioning, cash flow forecasting, and liquidity management across all operating entities and banking relationships.
- Manage banking relationships, optimize account structures, and ensure appropriate controls over cash movements and treasury operations.
- Oversee intercompany cash pooling, funding flows, and working capital deployment strategies.
- Develop and maintain a rolling 13-week cash flow forecast, proactively identifying risks, opportunities, and liquidity considerations for executive leadership.
- Manage merchant services, lockbox arrangements, and collections infrastructure in partnership with revenue cycle and operational leaders.
Debt, Lender Relations & Covenant Compliance - Serve as the primary financial contact for senior lenders, administrative agents, and debt providers.
- Maintain a thorough understanding of all credit agreements, including financial maintenance covenants, reporting requirements, restricted payment provisions, and related obligations.
- Prepare and deliver lender reporting packages, including compliance certificates, borrowing base certificates, monthly and quarterly financial statements, and supporting analyses.
- Monitor covenant compliance and headroom on an ongoing basis, model covenant sensitivities under various business scenarios, and proactively escalate risks to executive leadership.
- Support amendment, waiver, refinancing, and debt restructuring activities through lender presentations, financial analyses, and due diligence support.
- Maintain debt schedules, amortization tracking, interest accruals, and fee amortization in accordance with applicable accounting standards.
Audit & External Reporting - Serve as the primary liaison to external auditors and lead the annual audit process from planning and PBC preparation through final issuance.
- Oversee preparation of audited financial statements and footnote disclosures in accordance with GAAP and applicable reporting requirements.
- Lead responses to auditor inquiries and technical accounting matters with well-supported and documented accounting positions.
- Support buy-side and sell-side Quality of Earnings (QofE) processes and other financial diligence activities related to acquisitions, divestitures, or strategic transactions.
- Coordinate tax compliance activities with external advisors, including state and federal filings, tax provisions, and related reporting obligations.
Mergers, Acquisitions & Integration - Support acquisition due diligence activities through financial analysis, accounting assessments, and identification of financial risks, liabilities, and required adjustments.
- Lead financial integration efforts for acquired entities, including chart of accounts conversion, system migrations, policy alignment, and opening balance sheet implementation.
- Coordinate purchase price allocation activities with external valuation partners and ensure timely completion of required accounting and reporting requirements.
Team & Systems Leadership - Build, lead, develop, and mentor a high-performing accounting organization through clear expectations, accountability, coaching, and professional development.
- Drive continuous improvement in close efficiency, reporting quality, internal controls, automation, and process effectiveness.
- Serve as the business owner for ERP and accounting systems, partnering closely with IT and operational stakeholders on implementations, upgrades, and enhancements.
- Support the CFO, executive leadership team, and private equity sponsors through ad hoc analyses, investor reporting, strategic initiatives, and special projects.
Must adhere to Clarest9s Code of Conduct, follow Clarest Compliance policies and procedures, and report any suspected violations of any federal or state laws to either their direct supervisor, Human Resources or the Compliance Officer
Qualifications: - Bachelor9s degree in Accounting or Finance; CPA required
- MBA, MHA, or other advanced business or finance-related degree preferred
- 12+ years of progressive accounting and finance experience, with at least 3-5 years in a Controller or Assistant Controller role
- Prior experience in a PE-backed company or environment with active sponsor oversight and reporting obligations is strongly preferred
- Healthcare or Healthcare services industry experience - pharmacy and 340B accounting highly preferred
- Deep technical GAAP knowledge including ASC 842, ASC 805, ASC 606, and consolidation accounting
- Demonstrated experience managing lender relationships and covenant compliance under a leveraged credit facility
- Strong understanding of credit agreement mechanics - financial definitions, EBITDA add-backs, restricted payment baskets, and reporting deliverables
- Proven track record of owning and managing external audits end-to-end
- Experience with multi-entity, multi-state consolidations
- Proficiency with ERP systems (NetSuite,Oracle); advanced Excel and powerpoint skills
- Public accounting background (Big 4 or national firm) with healthcare or PE portfolio clients, preferred
- Experience supporting a sell-side or buy-side QofE process, preferreda0
Skills & Abilities: - Deep expertise in financial reporting, technical accounting, consolidations, internal controls, treasury management, and GAAP compliance.
- Strong executive presence with the ability to communicate financial information effectively to executive leadership, board members, lenders, auditors, investors, and operational stakeholders.
- Demonstrated ability to translate complex financial information into actionable business insights that support strategic and operational decision-making.
- Proven experience building, developing, and leading high-performing accounting teams in complex, rapidly evolving environments.
- Strong understanding of lender reporting, covenant compliance, debt structures, and private equity ownership expectations.
- A commercially minded leader who understands the operational drivers behind financial performance and can partner effectively across the business.
- Builder mentality with a focus on scalable processes, automation, infrastructure improvements, and continuous operational enhancement.
- Ability to manage multiple competing priorities, including financial close, audit activities, lender reporting, board preparation, and strategic initiatives without sacrificing quality or accuracy.
- Strong analytical, problem-solving, and decision-making capabilities with the ability to identify risks and implement practical solutions.
- High degree of accountability, ownership, integrity, professionalism, and sound business judgment.
- Comfortable operating in fast-paced, high-growth, and private equity-backed environments requiring urgency, rigor, and adaptability.
- Collaborative leadership style with the ability to influence stakeholders and foster alignment across departments and leadership teams.
