Controller

Position Overview

NOW CFO is partnering with our client to identify a hands-on, strategic Controller to oversee core accounting operations while supporting financial visibility and business decision-making. This individual will play a key role in strengthening financial processes, improving reporting accuracy, and building scalable infrastructure to support continued growth.

Key Responsibilities

• Partner with executive leadership to provide financial insights that support strategic decisions

• Lead the annual budget process, forecasting cycles, and long-range financial planning

• Prepare and deliver monthly financial reporting packages for leadership review

• Develop financial models to evaluate new initiatives, pricing strategies, and profitability

• Analyze operating results and communicate key trends, risks, and opportunities

• Direct day-to-day accounting activities including general ledger, AP/AR, payroll, billing, and revenue recognition

• Ensure timely and accurate month-end, quarter-end, and year-end close processes

• Maintain compliance with GAAP and applicable regulatory requirements

• Oversee multi-state tax coordination and external reporting obligations

• Monitor cash flow, banking activity, and overall liquidity position

• Establish and maintain effective accounting policies, procedures, and internal controls

• Coordinate annual audit activities and serve as primary liaison with external auditors and tax advisors

• Evaluate financial and operational risks and recommend appropriate safeguards

• Support compliance with federal, state, and industry-specific requirements

• Assess current financial systems and identify opportunities for efficiency and automation

• Lead system enhancements, integrations, or implementations as needed

• Build and maintain KPI dashboards and management reporting tools

• Improve workflows to support scalability and reporting transparency

• Support commission and incentive tracking accuracy

• Provide guidance and oversight to accounting staff as applicable

• Collaborate with cross-functional teams to ensure accurate revenue and expense tracking

• Assist with special projects and strategic initiatives as they arise

Qualifications

• Bachelor’s degree in Accounting or Finance required

• Prior Controller or senior-level accounting leadership experience required

• 8+ years of progressive accounting or finance experience

• Healthcare and/or PBM industry experience required

• CPA required

• Proficiency in QuickBooks Online, Bill.com AND Salesforce (all three are a must)

• Advanced excel skills including pivot tables, index max command and data normalization

• Experience leading accounting clean-up efforts, including reconciliations, process documentation, and control improvements

Nice to Have’s:

• MBA or CMA Preferred

• Experience within professional services, consulting, or similar environments preferred

• Background in high-growth or entrepreneurial settings is a plus

This position offers the potential for expanded financial leadership responsibilities over time, including progression toward a CFO-level role based on performance and business needs. This role will allow you to work with a team that values transparency, accountability and respect with a collaborative company culture and true care for their employees.