Controller

Full-time
FLSA Status: Exempt 
Location: Greensboro, NC, Raleigh, NC, or hybrid

 
Overview

At Proficient Health, we create SaaS communication solutions for the healthcare industry.  Our software enables hospitals, physicians, therapists and labs to integrate, access and share protected data, in any form - securely, accurately, and efficiently - which in turn, enables them to deliver better care.  We are seeking a Controller to join our collaborative, innovative and fast-growing organization to advise the business on finance-related matters as we assess business opportunities and manage cash flow effectively. 

The Controller will direct all aspects of the Company’s accounting, financial and risk management operations.  This role requires timely and accurate general ledger accounting, maintenance of accounting records, implementation of comprehensive accounting processes and controls, and regular financial reporting (e.g., preparing monthly, quarterly, and annual financial statements) in compliance with GAAP.  The Controller will also contribute to the Company’s financial success through leadership in the areas of forecasting, planning, budgeting, financial analysis, billing, collections, payables, payroll and cash management.

Essential Functions

• Accounting: Establish, monitor and enforce accounting policies, procedures and controls consistent with GAAP.  Direct timely and accurate general ledger accounting.  Manage all accounting functions including accounts receivable, accounts payable and cash flow management.  Support continued growth of the Company by identifying and initiating process improvements over financial processes and systems. 

• Financial reporting:

• Manage monthly and annual closes ensuring that they are completed in a timely manner.

• Prepare regular financial statements (monthly, quarterly, and annual).

• Present reports to the management team, Board of Directors and shareholders, highlighting trends in the financial data.

• Take ownership of the Company’s annual outside financial review process.

• Taxes: Oversee the preparation and timely filing of all local, state and federal tax returns.  Provide financial information as needed for outside accountants to complete tax returns. 

• Payroll: Coordinate with outside payroll processor to compute, withhold and account for all payroll deductions.

• Budgeting: Lead the development of yearly budgets and forecasts; seek input and guidance from the management team.  

• Risk Management: Evaluate and manage the financial risks associated with our business operations. 

• Insurance: Handle all aspects of the company’s insurance coverage.

• Employee Benefits and Plans: 

• Handle all aspects of employee insurance, benefits and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker’s compensation. 

• Administer the Company’s 401(k) plan including coordinating investment and enrollment with third parties. 

• Calculate bonuses and commissions due to employees pursuant to the company’s compensation plans; ensure payment in accordance with terms of plans. 

• Knowledge: Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. 

• Relationships: Develop and maintain relationships with banking, insurance and non-organizational accounting personnel to facilitate financial activities.

• Supervision: Supervise Staff Accountant and future department additions. 

This description reflects the Controller’s essential job functions; it does not prescribe or restrict the tasks that may be assigned.  All employees may have other duties assigned at any time. 

• Education and Qualifications
• Proficient in Google Suite, MS Office, and QuickBooks
• BS/BA in Accounting or finance related field
• CPA preferred
• Accounting experience within the SaaS industry preferred
• 5+ years of accounting experience

• A self-starter, natural leader, team player and strategic thinker with an entrepreneurial spirit.
• Knowledge of SaaS accounting and GAAP.
• Highly self-motivated, organized, and efficient with exceptional attention to detail.
• Strong interpersonal capabilities; highly professional oral and written communication skills.
• Ability to distill financial information into actionable insights for the management team and Board.
• Ability to understand new technologies and concepts.
• Ability to juggle and successfully prioritize multiple tasks.
• Strong organizational skills with a proven ability to meet deadlines. 

Working Conditions and Physical Requirements

• Prefer onsite but hybrid possible.  
• Ability to operate a computer and other office productivity machinery, such as a calculator, copy machine, computer and printer, mobile phone.
• Ability to travel (car/air) to Company offices and other locations as required
• Ability to meet Company and vendor requirements which include immunizations for flu, TB, COVID-19, etc.
• Ability to lift up to 15 pounds.
• Background check required for compliance.
   
  Direct Reports
  Staff Accountant
  Office Manager