Controller

About the role

The Controller is the steward of OptiMed’s financial integrity during one of the most dynamic chapters in the company’s history. This role reports to the Chief Financial Officer and leads the accounting, reporting, and tax teams. The Controller partners closely with FP&A, Pharmacy Operations, Infusion Services, Billing and Revenue Cycle, IT, and Account Management, and works with external auditors, tax advisors, lenders, and board stakeholders.

Responsibilities

• Own the monthly and annual close across all entities and business lines, delivering an accurate, timely, and well-supported set of financial statements in accordance with US GAAP
• Serve as OptiMed’s technical accounting authority — researching, documenting, and concluding on GAAP positions for revenue recognition, inventory and cost of goods sold, leases, and intercompany arrangements
• Own revenue and cost accounting for specialty pharmacy along with infusion services. Manage all related gross-to-net mechanics including rebates, contractual adjustments, rebates, inventory management, denials and write-offs
• Reconcile and consolidate results across the specialty pharmacy, infusion, and PBM business units, ensuring intercompany and shared-service activity is properly recorded and eliminated
• Review significant and judgmental entries — accruals, reserves, and reclassifications — and the reconciliations that support them before they reach the financials
• Act as the primary owner of the external audit relationship, from planning and PBC preparation through fieldwork coordination and resolution of findings
• Oversee daily cash positioning and the monitoring of receivables, payables, and liquidity across the operating entities, and support banking and lender relationships alongside the CFO
• Oversee tax compliance across federal, state, payroll, and sales/use obligations in partnership with outside advisors
• Lead, mentor, and develop the accounting, reporting, and tax teams, setting standards of quality and partnering with the CFO on hiring as the organization scales

Requirements

• Bachelor’s degree in accounting, finance, or a related field
• CPA required
• 8+ years of progressive accounting experience, including prior experience as a Controller, Assistant Controller, or comparable senior accounting leader
• Strong US GAAP technical foundation applied hands-on in a multi-entity environment
• Demonstrated ownership of the external audit relationship, from planning through completion
• Direct experience leading or playing a lead finance role in an ERP or major financial-systems migration preferred
• Public accounting experience (Big 4 or a strong national / regional firm) preferred
• Healthcare experience across one or more of: specialty pharmacy, infusion / medical-benefit billing, or PBM operations, strongly preferred
• Advanced Excel and financial-reporting skills; comfort working across multiple systems and integrations
• MBA or master’s in accounting or taxation a plus

Qualifications

• High standard of accuracy, with the judgment to know what must be reviewed personally and what can be delegated
• Strong technical accounting problem-solving across complex, multi-line transactions
• Ability to manage a demanding close calendar and competing priorities in a fast-paced, high-growth environment
• Clear communicator who can make complex financial topics understandable to non-financial leaders
• Trusted with confidential information and comfortable as a counterpart to ownership and external partners
• Collaborative, cross-functional mindset across finance, operations, billing, and IT
• Adaptable through systems change and organizational growth
• Growth mindset, openness to feedback, and a bias toward continuous process improvement
• Strong documentation and knowledge-sharing practices

Skills

• Advanced Excel and financial-reporting skills
• Comfort working across multiple systems and integrations

Benefits

OptiMed Health Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Pay

$130,000.00 - $145,000.00