Portfolio Controller
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we should only include sections that have real specific content. The posting does not mention Benefits, Pay, Schedule. So we should not include those headings. We can include sections: About the role (maybe combine location and company description?), Responsibilities (core responsibilities), Requirements (required qualifications), Qualifications (preferred qualifications?), Skills maybe part of qualifications. But we need to follow instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings based on content.
We have location info, company description, team description, position overview, what you will own, core responsibilities, what success looks like, required qualifications, preferred qualifications.
We could structure:
About the role
with location and company overview.
Responsibilities
with core responsibilities bullet list.
Requirements
with required qualifications.
Qualifications
with preferred qualifications.
We should not repeat job title. No metadata like Job ID.
We need to preserve all substantive information, not invent or summarize away detail. Must include all details.
We need to use - for any list of duties/requirements/benefits, and
for prose.
Thus for each section we can have prose paragraphs and lists.
We must not include boilerplate like "Powered by JazzHR zzT8ySV0T3". Remove that.
We need to ensure we don't create sections with filler like "commensurate with experience". Not present.
Let's extract details.
Location paragraph: "Location: This is a hybrid/work-from-home position with occasional travel throughout Utah, Idaho, and Wyoming. Candidates located in Utah will be given priority consideration. At this time, we are only considering applicants who reside in Utah, Idaho, or Wyoming."
Company description: "Accelerate Dental (AD) is a dental partnership group (DPG) that empowers dentists with systems, information, and mentoring to help them grow their practices and achieve their unique visions. AD partners with doctor-owned, doctor-led practices by pairing clinical autonomy with the scale, training, and shared-services support needed to invest in people, technology, and the patient experience. Supporting a growing network of 40+ practices, AD operates like a high-standards professional services model for dentistry, bringing disciplined financial management, data-driven decision-making, repeatable playbooks, and trusted partnership to practice leaders."
Team Description: "The Finance & Accounting team provides the financial visibility, rigor, and partnership needed for practice-level performance. We do more than record transactions, we partner with practice leaders and AD operators to understand what is happening in the business, why it is happening, and what to do next. This role is a core part of AD’s service offering to supported practices, translating accounting into actionable operational and financial decisions."
Position Overview: "The Portfolio Controller is responsible for providing financial leadership to a portfolio of dental practices. You will own the financial “story” of your practices: ensuring accurate accounting, producing clear performance reporting, identifying trends and risks, and partnering with operations and practice leadership on initiatives that improve profitability, cash flow, and scalability. This role blends accounting fundamentals (month-end close, reconciliations, reporting) with finance/business partnering (analysis, recommendations, performance management). The ideal candidate is organized, analytically strong, and comfortable operating in a fast-paced, multi-location environment."
What You Will Own: bullet list:
- Own month-end close and balance sheet integrity for a portfolio of practices
- Lead monthly financial reviews with doctors and practice leaders; drive narrative and recommendations
- Own KPI reporting, driver-based variance analysis, and performance insights
- Standardize templates, controls, and reporting routines across practices
Core Responsibilities: there are subheadings within core responsibilities: Portfolio Month-end Close, Practice-Facing Financial Reviews, Dental Unit Economics and KPI Ownership, Performance Improvement and Standardization Across Practices, Controls, Audit, and Stakeholder Support. Each with bullet points.
We need to preserve all details. So we can create a
with each bullet as a - containing the detailed text.
We must not lose any detail.
Let's extract each bullet:
Portfolio Month-end Close:
- Lead monthly close activities for assigned practices including journal entries, accruals, reconciliations, and financial statement integrity
- Maintain clean balance sheet reconciliations and supporting schedules (cash, accounts receivable, prepaid expenses, accruals, vendor liabilities, and other key accounts)
- Ensure expenses and revenue are accurately classified and consistently reported across practices, including normalization of one-time items and adherence to reporting standards
- Partner with centralized functions (Operations, RCM, AP, payroll) to provide consistent reporting.
Practice-Facing Financial Reviews:
- Produce and deliver monthly financial packages (P&L, variance analysis, KPI scorecard) with a clear narrative: what happened, why it happened, and what we recommend
- Present results to practice staff and partner doctors regularly; align on actions, and follow up on outcomes
- Provide decision support through credible analysis and recommendations; influence change through clarity and partnership.
Dental Unit Economics and KPI Ownership:
- Monitor and diagnose key practice drivers, including:
- Production vs. collections trends, adjustments, and net collection rate
- AR aging, collection cycle, and leakage points
- Provider and hygiene productivity, capacity utilization, and scheduling effectiveness
- Labor mix and labor percentage controls
- Supplies and lab spend controls (pricing, usage variance, vendor compliance)
- Marketing performance and ROI where applicable
- Overhead discipline and fixed-cost leverage (rent/occupancy)
- Build driver-based variance explanations and identify root causes rather than generic budget-to-actual commentary.
Performance Improvement and Standardization Across Practices:
- Identify performance opportunities and support implementation with operations and practice leadership (vendor optimization, staffing models, revenue cycle improvements, recurring expense controls)
- Develop and scale repeatable playbooks, templates, and KPI definitions to drive consistency across the portfolio
- Support onboarding and integration of new practices into AD’s close cadence, policies, and reporting standards as needed.
Controls, Audit, and Stakeholder Support:
- Maintain documentation and schedules to support audits, lender reporting, and other internal or external requests
- Strengthen internal controls in a multi-location environment by proactively flagging risks and recommending solutions.
What Success Looks Like (First 90–180 Days):
- Practice leaders understand performance because reporting is clear, consistent, and action-oriented
- You surface meaningful improvement opportunities (cost, collections, staffing, vendor spend) and help drive follow-through
- You improve consistency across practices by standardizing templates, definitions, and routines
- Month-end close is executed on a disciplined close calendar with clean reconciliations and minimal rework
Required Qualifications:
- Education: Bachelor’s degree in Accounting, Finance, or related field
- Experience: 2–6 years of experience in public accounting (audit/assurance) and/or multi-entity accounting/finance roles
- Accounting: Strong understanding of financial statements, GAAP fundamentals, and month-end close ownership
- Technical skills: Advanced Excel skills (pivot tables, lookups, structured analysis) and comfort working with large datasets
- Communication: Strong executive communication skills; ability to influence non-financial stakeholders through logical, data-backed arguments.
Preferred Qualifications:
- CPA (active) or CPA progress/eligibility
- Multi-unit or multi-location experience (healthcare, dental, retail, hospitality, or similar)
- Sage Intacct, Power BI / Tableau, Power Query, SQL (nice-to-have)
- Familiarity with dental practice management systems and revenue cycle concepts (helpful but not required)
We need to output only HTML fragment. Use
for each section.
We need to decide sections: About the role (location + company description + team description + position overview + what you will own?). Could combine.
But we have many details; maybe better to split: About the role (location, company overview, team description, position overview). Responsibilities (core responsibilities). What You Will Own could be part of responsibilities but we can include as part of responsibilities or separate section "What You Will Own". However instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we can use those headings. It doesn't say we cannot use other headings, but to be safe we stick to those. We can map content to those.
Thus:
- About the role: location, company description, team description, position overview, what you will own? Might be okay.
- Responsibilities: core responsibilities bullet list.
- Requirements: required qualifications.
- Qualifications: preferred qualifications.
We could also include Skills as part of qualifications but not needed.
We must not create empty sections.
Thus output:
About the role
Location: This is a hybrid/work-from-home position with occasional travel throughout Utah, Idaho, and Wyoming. Candidates located in Utah will be given priority consideration. At this time, we are only considering applicants who reside in Utah, Idaho, or Wyoming.
Accelerate Dental (AD) is a dental partnership group (DPG) that empowers dentists with systems, information, and mentoring to help them grow their practices and achieve their unique visions. AD partners with doctor-owned, doctor-led practices by pairing clinical autonomy with the scale, training, and shared-services support needed to invest in people, technology, and the patient experience. Supporting a growing network of 40+ practices, AD operates like a high-standards professional services model for dentistry, bringing disciplined financial management, data-driven decision-making, repeatable playbooks, and trusted partnership to practice leaders.
The Finance & Accounting team provides the financial visibility, rigor, and partnership needed for practice-level performance. We do more than record transactions, we partner with practice leaders and AD operators to understand what is happening in the business, why it is happening, and what to do next. This role is a core part of AD’s service offering to supported practices, translating accounting into actionable operational and financial decisions.
The Portfolio Controller is responsible for providing financial leadership to a portfolio of dental practices. You will own the financial “story” of your practices: ensuring accurate accounting, producing clear performance reporting, identifying trends and risks, and partnering with operations and practice leadership on initiatives that improve profitability, cash flow, and scalability. This role blends accounting fundamentals (month-end close, reconciliations, reporting) with finance/business partnering (analysis, recommendations, performance management). The ideal candidate is organized, analytically strong, and comfortable operating in a fast-paced, multi-location environment.
What You Will Own
- Own month-end close and balance sheet integrity for a portfolio of practices
- Lead monthly financial reviews with doctors and practice leaders; drive narrative and recommendations
- Own KPI reporting, driver-based variance analysis, and performance insights
- Standardize templates, controls, and reporting routines across practices
Then Responsibilities:
Responsibilities
- Portfolio Month-end Close
- Lead monthly close activities for assigned practices including journal entries, accruals, reconciliations, and financial statement integrity
- Maintain clean balance sheet reconciliations and supporting schedules (cash, accounts receivable, prepaid expenses, accruals, vendor liabilities, and other key accounts)
About the role
with location and company overview.Responsibilities
with core responsibilities bullet list.Requirements
with required qualifications.Qualifications
with preferred qualifications. We should not repeat job title. No metadata like Job ID. We need to preserve all substantive information, not invent or summarize away detail. Must include all details. We need to use- for any list of duties/requirements/benefits, and
for prose. Thus for each section we can have prose paragraphs and lists. We must not include boilerplate like "Powered by JazzHR zzT8ySV0T3". Remove that. We need to ensure we don't create sections with filler like "commensurate with experience". Not present. Let's extract details. Location paragraph: "Location: This is a hybrid/work-from-home position with occasional travel throughout Utah, Idaho, and Wyoming. Candidates located in Utah will be given priority consideration. At this time, we are only considering applicants who reside in Utah, Idaho, or Wyoming." Company description: "Accelerate Dental (AD) is a dental partnership group (DPG) that empowers dentists with systems, information, and mentoring to help them grow their practices and achieve their unique visions. AD partners with doctor-owned, doctor-led practices by pairing clinical autonomy with the scale, training, and shared-services support needed to invest in people, technology, and the patient experience. Supporting a growing network of 40+ practices, AD operates like a high-standards professional services model for dentistry, bringing disciplined financial management, data-driven decision-making, repeatable playbooks, and trusted partnership to practice leaders." Team Description: "The Finance & Accounting team provides the financial visibility, rigor, and partnership needed for practice-level performance. We do more than record transactions, we partner with practice leaders and AD operators to understand what is happening in the business, why it is happening, and what to do next. This role is a core part of AD’s service offering to supported practices, translating accounting into actionable operational and financial decisions." Position Overview: "The Portfolio Controller is responsible for providing financial leadership to a portfolio of dental practices. You will own the financial “story” of your practices: ensuring accurate accounting, producing clear performance reporting, identifying trends and risks, and partnering with operations and practice leadership on initiatives that improve profitability, cash flow, and scalability. This role blends accounting fundamentals (month-end close, reconciliations, reporting) with finance/business partnering (analysis, recommendations, performance management). The ideal candidate is organized, analytically strong, and comfortable operating in a fast-paced, multi-location environment." What You Will Own: bullet list: - Own month-end close and balance sheet integrity for a portfolio of practices - Lead monthly financial reviews with doctors and practice leaders; drive narrative and recommendations - Own KPI reporting, driver-based variance analysis, and performance insights - Standardize templates, controls, and reporting routines across practices Core Responsibilities: there are subheadings within core responsibilities: Portfolio Month-end Close, Practice-Facing Financial Reviews, Dental Unit Economics and KPI Ownership, Performance Improvement and Standardization Across Practices, Controls, Audit, and Stakeholder Support. Each with bullet points. We need to preserve all details. So we can create a
- with each bullet as a
- containing the detailed text.
We must not lose any detail.
Let's extract each bullet:
Portfolio Month-end Close:
- Lead monthly close activities for assigned practices including journal entries, accruals, reconciliations, and financial statement integrity
- Maintain clean balance sheet reconciliations and supporting schedules (cash, accounts receivable, prepaid expenses, accruals, vendor liabilities, and other key accounts)
- Ensure expenses and revenue are accurately classified and consistently reported across practices, including normalization of one-time items and adherence to reporting standards
- Partner with centralized functions (Operations, RCM, AP, payroll) to provide consistent reporting.
Practice-Facing Financial Reviews:
- Produce and deliver monthly financial packages (P&L, variance analysis, KPI scorecard) with a clear narrative: what happened, why it happened, and what we recommend
- Present results to practice staff and partner doctors regularly; align on actions, and follow up on outcomes
- Provide decision support through credible analysis and recommendations; influence change through clarity and partnership.
Dental Unit Economics and KPI Ownership:
- Monitor and diagnose key practice drivers, including:
- Production vs. collections trends, adjustments, and net collection rate
- AR aging, collection cycle, and leakage points
- Provider and hygiene productivity, capacity utilization, and scheduling effectiveness
- Labor mix and labor percentage controls
- Supplies and lab spend controls (pricing, usage variance, vendor compliance)
- Marketing performance and ROI where applicable
- Overhead discipline and fixed-cost leverage (rent/occupancy)
- Build driver-based variance explanations and identify root causes rather than generic budget-to-actual commentary.
Performance Improvement and Standardization Across Practices:
- Identify performance opportunities and support implementation with operations and practice leadership (vendor optimization, staffing models, revenue cycle improvements, recurring expense controls)
- Develop and scale repeatable playbooks, templates, and KPI definitions to drive consistency across the portfolio
- Support onboarding and integration of new practices into AD’s close cadence, policies, and reporting standards as needed.
Controls, Audit, and Stakeholder Support:
- Maintain documentation and schedules to support audits, lender reporting, and other internal or external requests
- Strengthen internal controls in a multi-location environment by proactively flagging risks and recommending solutions.
What Success Looks Like (First 90–180 Days):
- Practice leaders understand performance because reporting is clear, consistent, and action-oriented
- You surface meaningful improvement opportunities (cost, collections, staffing, vendor spend) and help drive follow-through
- You improve consistency across practices by standardizing templates, definitions, and routines
- Month-end close is executed on a disciplined close calendar with clean reconciliations and minimal rework
Required Qualifications:
- Education: Bachelor’s degree in Accounting, Finance, or related field
- Experience: 2–6 years of experience in public accounting (audit/assurance) and/or multi-entity accounting/finance roles
- Accounting: Strong understanding of financial statements, GAAP fundamentals, and month-end close ownership
- Technical skills: Advanced Excel skills (pivot tables, lookups, structured analysis) and comfort working with large datasets
- Communication: Strong executive communication skills; ability to influence non-financial stakeholders through logical, data-backed arguments.
Preferred Qualifications:
- CPA (active) or CPA progress/eligibility
- Multi-unit or multi-location experience (healthcare, dental, retail, hospitality, or similar)
- Sage Intacct, Power BI / Tableau, Power Query, SQL (nice-to-have)
- Familiarity with dental practice management systems and revenue cycle concepts (helpful but not required)
We need to output only HTML fragment. Use
for each section. We need to decide sections: About the role (location + company description + team description + position overview + what you will own?). Could combine. But we have many details; maybe better to split: About the role (location, company overview, team description, position overview). Responsibilities (core responsibilities). What You Will Own could be part of responsibilities but we can include as part of responsibilities or separate section "What You Will Own". However instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we can use those headings. It doesn't say we cannot use other headings, but to be safe we stick to those. We can map content to those. Thus: - About the role: location, company description, team description, position overview, what you will own? Might be okay. - Responsibilities: core responsibilities bullet list. - Requirements: required qualifications. - Qualifications: preferred qualifications. We could also include Skills as part of qualifications but not needed. We must not create empty sections. Thus output:
About the role
Location: This is a hybrid/work-from-home position with occasional travel throughout Utah, Idaho, and Wyoming. Candidates located in Utah will be given priority consideration. At this time, we are only considering applicants who reside in Utah, Idaho, or Wyoming.
Accelerate Dental (AD) is a dental partnership group (DPG) that empowers dentists with systems, information, and mentoring to help them grow their practices and achieve their unique visions. AD partners with doctor-owned, doctor-led practices by pairing clinical autonomy with the scale, training, and shared-services support needed to invest in people, technology, and the patient experience. Supporting a growing network of 40+ practices, AD operates like a high-standards professional services model for dentistry, bringing disciplined financial management, data-driven decision-making, repeatable playbooks, and trusted partnership to practice leaders.
The Finance & Accounting team provides the financial visibility, rigor, and partnership needed for practice-level performance. We do more than record transactions, we partner with practice leaders and AD operators to understand what is happening in the business, why it is happening, and what to do next. This role is a core part of AD’s service offering to supported practices, translating accounting into actionable operational and financial decisions.
The Portfolio Controller is responsible for providing financial leadership to a portfolio of dental practices. You will own the financial “story” of your practices: ensuring accurate accounting, producing clear performance reporting, identifying trends and risks, and partnering with operations and practice leadership on initiatives that improve profitability, cash flow, and scalability. This role blends accounting fundamentals (month-end close, reconciliations, reporting) with finance/business partnering (analysis, recommendations, performance management). The ideal candidate is organized, analytically strong, and comfortable operating in a fast-paced, multi-location environment.
What You Will Own
- Own month-end close and balance sheet integrity for a portfolio of practices
- Lead monthly financial reviews with doctors and practice leaders; drive narrative and recommendations
- Own KPI reporting, driver-based variance analysis, and performance insights
- Standardize templates, controls, and reporting routines across practices
Responsibilities
- Portfolio Month-end Close
- Lead monthly close activities for assigned practices including journal entries, accruals, reconciliations, and financial statement integrity
- Maintain clean balance sheet reconciliations and supporting schedules (cash, accounts receivable, prepaid expenses, accruals, vendor liabilities, and other key accounts)
- containing the detailed text.
We must not lose any detail.
Let's extract each bullet:
Portfolio Month-end Close:
- Lead monthly close activities for assigned practices including journal entries, accruals, reconciliations, and financial statement integrity
- Maintain clean balance sheet reconciliations and supporting schedules (cash, accounts receivable, prepaid expenses, accruals, vendor liabilities, and other key accounts)
- Ensure expenses and revenue are accurately classified and consistently reported across practices, including normalization of one-time items and adherence to reporting standards
- Partner with centralized functions (Operations, RCM, AP, payroll) to provide consistent reporting.
Practice-Facing Financial Reviews:
- Produce and deliver monthly financial packages (P&L, variance analysis, KPI scorecard) with a clear narrative: what happened, why it happened, and what we recommend
- Present results to practice staff and partner doctors regularly; align on actions, and follow up on outcomes
- Provide decision support through credible analysis and recommendations; influence change through clarity and partnership.
Dental Unit Economics and KPI Ownership:
- Monitor and diagnose key practice drivers, including:
- Production vs. collections trends, adjustments, and net collection rate
- AR aging, collection cycle, and leakage points
- Provider and hygiene productivity, capacity utilization, and scheduling effectiveness
- Labor mix and labor percentage controls
- Supplies and lab spend controls (pricing, usage variance, vendor compliance)
- Marketing performance and ROI where applicable
- Overhead discipline and fixed-cost leverage (rent/occupancy)
- Build driver-based variance explanations and identify root causes rather than generic budget-to-actual commentary.
Performance Improvement and Standardization Across Practices:
- Identify performance opportunities and support implementation with operations and practice leadership (vendor optimization, staffing models, revenue cycle improvements, recurring expense controls)
- Develop and scale repeatable playbooks, templates, and KPI definitions to drive consistency across the portfolio
- Support onboarding and integration of new practices into AD’s close cadence, policies, and reporting standards as needed.
Controls, Audit, and Stakeholder Support:
- Maintain documentation and schedules to support audits, lender reporting, and other internal or external requests
- Strengthen internal controls in a multi-location environment by proactively flagging risks and recommending solutions.
What Success Looks Like (First 90–180 Days):
- Practice leaders understand performance because reporting is clear, consistent, and action-oriented
- You surface meaningful improvement opportunities (cost, collections, staffing, vendor spend) and help drive follow-through
- You improve consistency across practices by standardizing templates, definitions, and routines
- Month-end close is executed on a disciplined close calendar with clean reconciliations and minimal rework
Required Qualifications:
- Education: Bachelor’s degree in Accounting, Finance, or related field
- Experience: 2–6 years of experience in public accounting (audit/assurance) and/or multi-entity accounting/finance roles
- Accounting: Strong understanding of financial statements, GAAP fundamentals, and month-end close ownership
- Technical skills: Advanced Excel skills (pivot tables, lookups, structured analysis) and comfort working with large datasets
- Communication: Strong executive communication skills; ability to influence non-financial stakeholders through logical, data-backed arguments.
Preferred Qualifications:
- CPA (active) or CPA progress/eligibility
- Multi-unit or multi-location experience (healthcare, dental, retail, hospitality, or similar)
- Sage Intacct, Power BI / Tableau, Power Query, SQL (nice-to-have)
- Familiarity with dental practice management systems and revenue cycle concepts (helpful but not required)
We need to output only HTML fragment. Use