Corporate Controller

Clearview Healthcare Partners • Boston, MA

324d

About The Position

The Corporate Controller will be responsible for all financial reporting, accounting operations, internal control, tax compliance, and other financial activities as defined by ClearView's Chief Financial Officer. This is a new position at ClearView, as many of these functions are currently outsourced to a third-party CPA firm. Accordingly, the Corporate Controller will have the upfront objective of building these capabilities in-house, evaluating whether any activities should continue to be outsourced, and transitioning applicable processes from outsourced to in-house. The Corporate Controller will develop and optimize ClearView's financial reporting and accounting operations and infrastructure to proactively provide credible, reliable, and actionable information and insight to ClearView's Executive Committee (EC), Leadership Team (LT) and private-equity sponsor. The successful candidate will be a dynamic, motivating, and results-driven leader that is intellectually curious and dedicated to professional excellence and lifelong learning. This individual must strive for continuous improvement in the controllership function, implement best practices, and leverage technology as an enabler.

Requirements

• Minimum 10-15 years of progressive accounting and financial management experience.
• Private equity portfolio company experience or public company experience required.
• Experience in the professional services industry required, consulting industry is preferred.
• CPA license and public accounting experience a strong plus.
• Forward-Looking Leadership - Displays passion and optimism; mobilizes and aligns others to fulfill the vision.
• People Management / Team Building - Demonstrated excellence in managing and building a results-driven and positive organization.
• Analytical/Data-driven. Synthesizes complex or diverse information.
• Executive Communication - High-impact verbal and written communication.
• Results-Oriented - Identifies and solves problems quickly and efficiently.
• Business Acumen - Understands business implications of decisions.
• Ethics - Works with integrity and ethics; upholds organizational values.
• Strategic Thinking - Develops strategies to achieve organizational goals.
• Intellectually Curious, Lifelong Learner - Proactively improves breadth and depth of knowledge.
• Work Ethic - Entrepreneurial and fully-engaged.

Responsibilities

• Obtain an understanding of all processes currently being outsourced.
• Evaluate whether to continue outsourcing any activities.
• Develop a transition plan to bring outsourced processes in-house and ensure knowledge-transfer from the third-party CPA firm.
• Take a lead role as the subject matter expert in implementing a new accounting system or making sure accounting needs are met if the integration pathway is pursued.
• Assess internal control requirements and document Standard Operating Procedures (SOPs) for all accounting, tax and financial reporting processes.
• Evaluate and document key accounting policies (e.g., revenue recognition).
• Assess outsourcing services being provided to our U.K. and Swiss entities and assist in determining go-forward plan (local vs centralized accounting operations, outsourced vs in-sourced, etc.)
• Create and execute a vision for the controllership function and its supporting infrastructure (people, processes, systems) that align with ClearView's long-term strategic goals for Finance, the Corporate Team (thought partnership, risk mitigation, service delivery excellence), and the overall business.
• In partnership with IT, develop and execute an accounting systems roadmap that expands beyond the foundational accounting system.
• Design and develop new reports and key performance indicators (KPIs) to provide actionable business intelligence to EC, LT, and our private equity sponsor.
• Direct and coordinate all activities to implement ClearView strategic goals and objectives within the controllership function.
• Identify and implement best practices to make financial reporting and accounting operations value-added and efficient.
• Serve as a credible financial advisor to EC and LT. Be able to communicate financial concepts to non-financial audiences.
• Consider the types of financial information and data analysis capabilities that should be provided over time based on best practices, technology changes, and the evolving complexity of ClearView's business.
• Ensure that ClearView's financial reporting capabilities keep pace with changes in ClearView's business.
• Prepare monthly external financial statements in accordance with US GAAP for reporting to our lender and our private equity investor.
• Write MD&A narrative as required by lender, and for other audiences as appropriate.
• Prepare monthly reporting package and board meeting slides for our private equity investor and continuously improve the usefulness of the information.
• Prepare internal management reports on financial results for EC and LT.
• Analyze variances to budget, forecast and prior year.
• Handle all lender compliance reporting, including quarterly covenant calculations and year-end reporting.
• Facilitate the annual audit in the U.S. for the consolidated financial statements, and in the U.K. for the U.K. statutory audit.
• Oversee all month-end closing activities, including accruals, payroll and other journal entries, bank reconciliations and other balance sheet account reconciliations.
• Maintain ClearView's capitalization table.
• Maintain internal controls and related documentation, making sure that they keep pace with changes in ClearView's business.
• Monitor bank activity and ensure proper accounting.
• Proactively stay up to date on new US and UK GAAP and ensure compliance.
• Oversee staff handling back-office transaction processing, including accounts receivable cash application; accounts payable coding and approval-routing; employee expense processing and reimbursement.
• Maintain proper accounting policies for revenue recognition and liaise with the Senior Manager of Finance for revenue cycle as needed.
• Determine monthly cash funding amounts for ClearView's U.K. and Swiss entities.
• Maintain leadership compensation calculations.
• Oversee tax compliance services and preparation of tax provision performed by third-party CPA firm.
• Oversee accounting operations, whether outsourced or in-house, at ClearView's U.K. and Swiss subsidiaries.
• Coordinate with IT (particularly for accounting applications) and HR, relative to activities that have Finance impact.
• Prepare ad hoc analyses and reports as needed by the CFO, EC, and LT.
• Assist with other Finance functions, including financial planning and analysis activities (e.g., budgets and forecasts), tax, M&A, etc. at the direction of the CFO.
• Design and execute a controllership function that aligns with Finance and overall ClearView goals and objectives.
• Optimize and implement approach to increase thought partnership and subject matter expertise among the Finance team.
• Predict and evaluate headcount needs within the controllership function and accounting operations.
• Recruit, develop, and retain key talent. Serve as coach and mentor.
• Develop accounting and financial reporting training materials.

Benefits

• Equal Opportunity employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Ambulatory Health Care Services
• Education Level: Bachelor's degree