Controller

DIMENSIONS/SCOPE OF POSITION:

The Controller is responsible for overseeing all financial and accounting operations for the orthopedic practice and affiliated entities. This role includes producing periodic financial reports, maintaining an effective system of accounting records, managing cash flow, and implementing a comprehensive set of controls and budgets to mitigate financial risk. Reporting directly to the Chief Financial Officer (CFO), the Controller also plays a key leadership role by managing the accounting staff, developing budgets, analyzing financial performance, and supporting strategic decision-making with timely, accurate financial data. Additionally, the Controller ensures that reported financial results comply with generally accepted accounting principles (GAAP), and other applicable regulatory requirements. Performs other duties as assigned.

ESSENTIAL DUTIES/RESPONSIBILITIES:

Financial Oversight:

• Lead day-to-day accounting operations, including general ledger, purchasing, accounts payable, payroll, and financial reporting.
• Prepare monthly, quarterly, and annual financial statements in accordance with GAAP and organizational standards.
• Manage and refine internal controls, policies, and procedures to ensure compliance and financial integrity.
• Support the CFO in budgeting, forecasting, and long-range financial planning.
• Analyze practice performance, physician productivity, and departmental profitability; identify trends and recommend strategies for improvement.
• Coordinate audits and act as primary liaison with external auditors and regulatory agencies.
• Supervise accounting team members; provide training, guidance, and performance evaluations.
• Ensure accurate reporting and conformance to financial policies and transactions; coordinate the preparation of regulatory and tax reporting
• Research accounting issues for compliance
• Guide financial decisions by establishing, monitoring, and enforcing policies and procedures; manage and comply with local, state and federal government reporting requirements and tax filings
• Protect assets by establishing, monitoring, and enforcing internal controls

Collaboration with Upper Management:

• Collaborate cross-functionally with operations, clinical leadership, and administrative teams to align financial goals with organizational objectives.
• Assist the CFO with special projects, financial models, and ad hoc reporting needs.
• Regular and predictable attendance
• Ability to work in a cooperative manner with others

Payroll Monitoring:

• Responsible for monitoring payroll documents to ensure employees receive accurate compensation per pay period.
• Reconcilling cost allocations, withholdings, and liabilities.

SUPERVISORY RESPONSIBILITIES:         Accounting Department

QUALIFICATIONS:             

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:                                         Advanced degree in Accounting or MBA.  Licensed CPA preferred.                  

Experience:             10+ years of overall combined accounting and finance experience.   Billing and healthcare experience required.  Non-profit accounting is a plus.

Skills:       Presentation skills, training management, motivating others, foster teamwork, coaching, and motivation. In addition, experience in Microsoft Suite (Word, Excel, and PowerPoint).           

Other Skills:            Proven working experience as a Financial controller. Thorough knowledge of GAAP and Cash Basis. Experience with creating financial statements.  Experience in general ledger functions and the month-end/year end close process. Excellent accounting software user and administration skills. Excellent communication and leadership skills. Ability to plan, multi-task and manage time effectively.                   

Competency Statements(s)/Mental Demands

• Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in-group problem solving situations; Uses reason even when dealing with emotional topics.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
• Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
• Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills.
• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment-free environment; Builds a diverse workforce.
• Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Physical Demands 

N (Not Applicable)

Activity is not applicable to this position.

O (Occasionally)

Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day)

F (Frequently)

Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)

C (Constantly)

Position requires this activity more than 66% of the time (5.5+ hrs/day)

Physical Demands                                                                    Lift/Carry

Stand                                                                            O                                  10 lbs or less F

Walk                                                                             O                                  11-20 lbs                                          O

Sit                                                                                C                                  21-50 lbs                                          N

Manually Manipulate                                O                                  51-100 lbs                                 N

Reach Outward                                       F                                   Over 100 lbs                              N

Reach Above Shoulder                 O

Climb                                                                            N Push/Pull

Crawl                                                                            N                                  12 lbs or less                              F

Squat or Kneel                                        N                                  13-25 lbs                                               O

Bend                                                                             N                                  26-40 lbs                                          N

Grasp                                                                            F                                   1-100 lbs                                          N

Speak                                                                           F Other:   Vision                C

Work Environment 

Work is performed in a healthcare and office environment. The noise level is usually moderate. Must understand the risks involved in working with or around blood borne and airborne pathogens. Must maintain a safe work environment in compliance with all standards, rules and regulations under the OSHA act. Must adapt to schedule changes as needed.