Job Description

MEDICI IS HIRING!  CONTROLLER, CPA - HYBRID POSITION Exciting full-time opportunity for an experienced individual to manage/build a team of direct reports building out the Finance function within a high growth technology/ healthcare environment! Will be responsible for overseeing the accounting functions while helping to develop the financial infrastructure needed to manage the company’s growth. Will implement rigorous processes while constantly searching for value in areas aligned with the company’s strategic objectives. This individual must thrive in a fast-paced environment, be energetic, and have a strong background in the fundamentals of accounting.  REQUIREMENTS:

• Bachelor of Science in Accounting or Finance from a four-year college or university
• Experience in Healthcare Technology and startup environments a plus
• Minimum 3-5 years of corporate accounting or transaction services experience
• Licensed CPA

ESSENTIAL JOB FUNCTIONS:

• Maintain a documented system of accounting policies and procedures
• Closely monitor all Company assets and ensure appropriate security measures are taken to limit leakage and theft
• Ensure Company financials comply with GAAP and all meaningful accruals and other accounting estimates are accurately and consistently applied and monitored
• Extensive knowledge of accounting systems (QuickBooks & Sage Intacct) and ability to seamlessly take over full control of bookkeeping responsibilities.
• Experience managing all accounting procedures necessary to support a Company, including but not limited to:
• • Ensuring that accounts payable are verified and paid in a timely manner. Knowledge of AP system called Bill.com
    • Manage vendor spend and proactively recommend opportunities to renegotiate vendor contracts
    • Cost management from both a shared services cost allocation and cost center management point of view
    • Ensuring that accounts receivable are accurately calculated, monitored, and collected as promptly as possible
    • Analyze payroll and report to management any meaningful variations related to overtime, commissions, bonuses, etc.
    • Ensuring that periodic bank reconciliations are completed and that the Company’s cash position is strategically monitored
    • Maintain a system of controls over accounting transactions
    • Maintain company shareholder list in both Excel and Carta (capitalization table management tool)
• Issue timely and complete financial statements and assist in preparation of monthly reporting package
• Take a pro-active role in go-forward initiatives to optimize financial reporting templates
• Assist in the production of the annual budget and the reporting of any deviations from the budget to management
• Develop and maintain monthly KPI reports to be provided to senior management to monitor Company financial performance on a real-time basis
• Coordinate the provision of information to external tax advisors for the annual tax audit. This will include Franchise Tax, Sales Tax, Property Tax, K1s to investors, 1099s to vendors
• Comply with local, state, and federal government reporting requirements and tax filings
• Assist in the financial review of acquisition targets and lead the integration process acquired businesses into core business financials

 EXPERIENCE:

• Experience in managing/ building a team of direct reports required to build out the Finance function within a high growth technology/ healthcare environment
• Experience in Healthcare Technology and startup environments a plus
• Minimum 3-5 years of corporate accounting or transaction services experience

 CERTIFICATES, LICENSES, REGISTRATIONS:

• Licensed CPA

 REQUIRED SKILLS:

• Results-oriented, with a very strong drive, work ethic and commitment to excellence
• Ability to develop and articulate strategy coupled with a willingness to “roll up your sleeves” and do the work with limited junior-level support
• Outstanding analytical skills, a high degree of intellectual curiosity, and the ability to engage with senior leaders in addressing complex business issues
• Strong communication, presentation, collaboration, and interpersonal skills
• An outgoing personal style - comfortable extending oneself to others at all levels, both internally and externally
• Demonstrated ability to earn the trust and confidence of customers, peers, partners, and employees
• Ability to excel in a fast-paced dynamic environment
• Proficiency in Microsoft Excel and PowerPoint with ability to create professional quality work products that can be easily digested by senior management

PREFERRED SKILLS:

•  Computer skills including expert knowledge of QuickBooks Enterprise or other advanced accounting software
• Advanced knowledge of Excel and working knowledge of Microsoft Word and PowerPoint
• Have a sophisticated understanding of QuickBooks and Sage Intacct

COMPETITIVE COMPENSATION AND BENEFITS PACKAGE - TO VIEW THE ENTIRE JOB POSTING, GO TO WWW.HEALTHBYDESIGN.COM OR EMAIL RESUME TO SHIRLEY.SCHULTZ@HBDUS.COM.