Controller

Plum Dental Group•Plum Dental - Connecticut, CT

27d•Hybrid

About The Position

Plum Dental Group (“Plum”) is a high-growth Dental Partnership Organization (DPO) with over 30 practices across Rhode Island and Connecticut, employing more than 400 individuals and serving over 100,000 patients. As a DPO, Plum manages all administrative functions for its practices, including marketing, facilities, technology, HR, insurance, accounting, and billing, enabling dentists to concentrate on patient care. Plum distinguishes itself through an active acquisition strategy, integrating 4-6 practices annually onto a unified operating platform. The company operates with the rigor of a private equity model, emphasizing clear metrics, strict financial discipline, and long-term value creation, yet it remains entirely founder-owned without external capital. Plum is also heavily invested in AI, utilizing it across the business to drive scalability and encourages employees to leverage these tools in their work. This role is the most senior finance and accounting position at Plum, reporting directly to the CEO, following the retirement of the longtime CFO. The Controller will be responsible for the entire finance and accounting function, including controls, monthly close, annual audit, and tax. The role also involves supporting the financial diligence and integration of new practices acquired annually, offering insight into the construction and financing of a business rollup. The Controller will work directly with the CEO daily and collaborate with the COO, operations, RCM, and HR teams. The scope of this role is expected to expand with the company's growth.

Requirements

CPA required
Bachelor’s degree in Accounting or a related field
10+ years of accounting experience, including at least 4 years at a Big Four or similar public accounting firm
At least 2 years of healthcare accounting experience; multi-site healthcare preferred
Strong managerial experience, with a track record of managing, growing, and developing a team
Deep knowledge of GAAP, internal controls, month-end close, and audit
Experience working with outside tax advisors on multi-entity and multi-state filings
Experience with QuickBooks and advanced Excel skills
Willingness to embrace technology and AI to solve problems and increase efficiency
Strong communication skills and the ability to work with all levels of the company
Sense of humor, ambition, confidence, humility, empathy, and team player

Nice To Haves

Experience with acquisitions, including diligence and post-close integration
Experience in a multi-site or rollup business

Responsibilities

Design, maintain, and enforce internal controls across all practices and corporate functions.
Set accounting policies and procedures that scale as new practices join.
Safeguard company assets and ensure accurate, timely financial records.
Own the month-end close from start to finish, on a consistent and timely schedule.
Review journal entries, reconciliations, accruals, and revenue recognition.
Manage multi-entity accounting, intercompany activity, and consolidations.
Deliver accurate monthly financial statements and management reporting to the CEO.
Build and maintain KPI dashboards that track practice and company performance.
Lead the annual budget process with the CEO and operations leaders.
Prepare rolling forecasts and variance analysis, and explain what is driving results.
Manage cash flow, cash forecasting, and banking relationships.
Oversee debt reporting and ensure compliance with lender covenants.
Oversee accounts payable, payroll accounting, and expense management.
Partner with the billing team to reconcile patient and insurance collections to the books.
Maintain fixed asset, depreciation, and lease accounting.
Lead the annual financial audit and serve as the main point of contact for outside auditors.
Prepare audit schedules and support, and resolve audit findings.
Partner with our outside tax accountants to prepare and file all required federal, state, and local taxes.
Oversee payroll, sales and use, property, and other tax filings and compliance.
Support business insurance renewals and other regulatory reporting.
Support financial diligence on target practices.
Integrate acquired practices onto Plum’s accounting platform, chart of accounts, and controls.
Work closely with the COO and operations team on practice performance, budgets, and operational decisions.
Partner with revenue cycle management (RCM) on billing, collections, and accurate revenue reporting.
Work with HR on payroll, benefits, and compensation.
Give leaders across the company the financial information they need to run their areas.
Lead, grow, and develop the finance and accounting team of four direct reports.
Build the team and processes the company will need at twice its current size.
Improve finance systems and lead automation and AI initiatives within finance and across the business.