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The Controller directs the financial affairs of the organization. The Controller develops, documents and implements a sound and efficient cash management system and maintains all financial records of the organization.


Essential Responsibilities:

  • Oversees the Accounting department to ensure proper maintenance of all accounting systems and functions.
  • Ensures accurate processing of authorized cash and banking transactions including dual authorizations
  • Maintains the company original books of records and provide accurate and timely financial statements and advice through period reports to the CEO and Principals.
  • Development, analysis, and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability, performance against budget, and other matters bearing on the fiscal soundness and operating effectiveness of the organization.
  • Responsible for evaluating the performance of personnel in the Accounting Department. This individual recommends training requirements, has the duty to keep the staff at the highest level of skill necessary to meet company needs and objectives, and may recommend that personnel be hired or removed from the Department.
  • Maintains the company's system of accounts and keeps books and records on all company transactions and assets.
  • Establishes major economic objectives and policies for the company and prepares reports that outline the company's financial position in the areas of income, expenses, and earnings based on past, present, and future operations.
  • Develops complex financial reports for forecasting, trending and results analysis
  • Develops cash safeguarding, reporting and forecasting and ensures availability of funds as needed
  • Is responsible for tax planning and compliance with all federal, state, and local corporate, payroll, and other applicable taxes.
  • Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports as necessary.
  • Ensures maintenance of appropriate internal controls and financial procedures
  • Manages Working Capital assets to maximize cash flow for the organization.
  • Monitors and approves expenditures
  • Develops standardized cash and payment processes, forms and systems
  • Ensures that cash is properly processed, utilized and disbursed in accordance with corporate objectives
  • Uses various software applications, such as spreadsheets, relational databases, statistical packages and graphic packages to assemble, manipulate and/or format data and reports

Other Responsibilities:

  • Adheres to the policies and procedures of the organization
  • Maintains strict confidentiality of client, company and personnel information
  • Demonstrates a strong commitment to the mission and values of the organization
  • Adheres to company attendance standards
  • Performs other duties as assigned

Supervisory Responsibilities: 5+ Employees



  • A minimum of five (5) years of progressively responsible finance/accounting experience is required
  • Three (3) years of cash management and/or banking experience is required
  • Familiarity with issues related to and preparation of business tax and reporting forms, including 1120, Schedule K-1, 1040, 1041, 1065, 5471 and all relevant schedules and attachments.
  • Familiarity with entities and structures including, C corps, Sub S, LLC, pass through, elected entities, grantor trusts, non-grantor trusts, IDGTs.
  • Familiarity with accounting regarding holding company, wholly owned subs, closely held corporations, asset sales, and purchases,( M&A and corporate reorganization knowledge helpful- but not required)
  • Knowledge of health care, P&C and Supplemental Health and Accident Insurance industry highly preferred.

Education and/or Experience:

  • Bachelor’s Degree in Accounting is required.
  • Master’s Degree or CPA is required.


  • Strong organizational and interpersonal skills
  • Excellent written and verbal communication skills
  • Detail oriented
  • Ability to multi-task and work independently
  • Strong analytical skills

Computer Skills:

  • Proficiency using software programs such as QuickBooks, Great Plains, MS Word, ACCESS, PowerPoint, Excel and Outlook.
  • Experience in Ultra Tax is required.

Environmental Factors/Physical Demands:


Work is performed in an office environment. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication; access, input and retrieve information from the computer system; enter alpha-numeric data into a computerized system often while listening on the telephone. May be subject to repetitive motion such as typing, data entry and vision to monitor. May be subject to bending, reaching, kneeling, stooping and lifting up to thirty (30) pounds.