Bachelor's degree in Accounting, Finance, or related field.
7-10 years of accounting experience.
3-5 years in a management role within a healthcare or multi-location organization.
Proficient in accounting software (e.g., QuickBooks, NetSuite) and ERP systems.
Advanced Excel skills required.
Strong leadership and team development abilities.
Responsibilities
Oversee all aspects of financial reporting, including monthly, quarterly, and annual statements.
Ensure timely and accurate financial reporting in accordance with GAAP and company policies.
Collaborate with leadership to prepare and monitor budgets and forecasts for multiple sites.
Manage daily accounting operations, including general ledger, accounts payable/receivable, payroll, and fixed asset management.
Coordinate and manage all internal and external audits.
Conduct financial analysis to support strategic decision-making and cost-reduction initiatives.
Oversee and optimize financial systems and software to streamline processes.
Benefits
Hybrid work environment from Southern California.
Opportunity to collaborate with cross-functional leaders across various health initiatives.
Focus on addressing healthcare inequities and improving health outcomes.
Full Job Description
Job Type
Full-time
Purpose of the Position
We are seeking an experienced and results-driven Financial Controller to join our financial leadership team at Wellness Equity Alliance, a dynamic medical organization with multiple locations in multiple states. Wellness Equity Alliance (WEA) is a mission-driven healthcare organization focused on addressing healthcare inequities and optimizing care for historically underserved communities. With a commitment to delivering Health Equity in Action, WEA provides comprehensive services that address both medical and social determinants of health. WEA's approach combines innovation with compassion, aiming to bridge gaps in care access and improve health outcomes across diverse communities. In every initiative, WEA is guided by its core vision to revolutionize healthcare delivery and create equitable, sustainable health solutions for all. The Financial Controller will play a critical role in managing the accounting operations, ensuring financial accuracy, and supporting the strategic objectives of the facility
Key Responsibilities
Financial Management & Reporting:
Oversee all aspects of financial reporting, including monthly, quarterly, and annual financial statements.
Ensure timely and accurate financial reporting in accordance with GAAP and company policies.
Collaborate with leadership to prepare and monitor budgets and forecasts for multiple sites.
Accounting Operations:
Manage and oversee daily accounting operations, including general ledger, accounts payable/receivable, payroll, and fixed asset management.
Ensure efficient processes for month-end and year-end close procedures.
Implement and maintain accounting policies and procedures to enhance internal controls and compliance.
Compliance & Audit:
Coordinate and manage all internal and external audits.
Ensure compliance with regulatory requirements for healthcare and financial reporting.
Work with the senior leadership to develop and enforce financial governance policies.
Financial Analysis & Strategy:
Conduct financial analysis to support strategic decision-making, profitability assessments, and cost-reduction initiatives.
Partner with senior management to identify opportunities for financial growth and efficiency.
System Management:
Oversee and optimize financial systems and software to streamline processes and improve reporting capabilities.
Lead initiatives for system enhancements or transitions, ensuring minimal disruption to financial operations.
Key Highlights
Compensation: The compensation range for this role is $100,000 - $150,000 per year annually, with final compensation determined based on experience, qualifications, and role scope.
Work Location & Expectations: This role requires a hybrid work environment from Southern California.
Professional Development: Opportunity to collaborate with cross-functional leaders across Behavioral Health, Medical, Street Medicine, Public Health, Rural Health, and Tribal Health initiatives.
Requirements
Qualifications and Education Requirements
Bachelor's degree in Accounting, Finance, or related field.
Minimum of 7-10 years of accounting experience.
Minimum of at least 3-5 years in a management role within a healthcare setting and/or multi-location organization.
Proficient in accounting software (e.g., QuickBooks, NetSuite) and strong knowledge of ERP systems. Advanced Excel skills required.
Demonstrated ability to lead and develop a team, drive efficiency, and adapt to a fast-paced, changing environment.
Strong written and verbal communication skills to collaborate effectively across departments and with senior leadership.
Preferred Skills
CPA or CMA certification preferred.
Experience with financial planning and analysis (FP&A) in a healthcare context.
Familiarity with healthcare-specific regulatory and financial compliance requirements.
Project management experience for system upgrades or financial process improvements.
