Controller, Finance & Banking, Accounting Manager

Job Title:

Controller

Department:
Accounting

Supervisor:
President

The Controller is responsible for overseeing all accounting and financial operations of the organization, ensuring accuracy, compliance, and integrity in financial reporting. This role requires a licensed Certified Public Accountant (CPA) with proven experience in health plan finance, including premium revenue, claims reserves, medical loss ratio analysis, and regulatory reporting. The Controller partners closely with executive leadership to drive strategic financial decisions and maintain strong internal controls that support the company’s growth and compliance objectives.

• Lead and manage all accounting functions, including general ledger, accounts payable, accounts receivable, payroll, treasury management, and financial reporting.
• Oversee month‑end and year‑end closing processes, ensuring accuracy, timeliness, and compliance with GAAP and regulatory standards.
• Prepare and review financial statements, budgets, forecasts, and variance analyses.
• Ensure compliance with federal and state health plan regulations (e.g., CMS, NAIC, TDI, DOI) and support audits and filings as required.
• Develop and maintain internal control systems to safeguard company assets and ensure accurate financial reporting.
• Collaborate with actuaries, auditors, and regulatory agencies during audits, filings, and rate submissions.
• Provide financial insights and recommendations to executive leadership to support strategic planning and operational efficiency.
• Supervise and mentor accounting staff; promote a culture of accountability, accuracy, and continuous improvement.

Manages one or more subordinate supervisors who supervise a total of one or more employees in the Finance and Accounting departments. Is responsible for the overall direction, coordination, and evaluation of these units. Also directly supervises one or more non‑supervisory employees. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees;

planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

• Required:
  
  Active Certified Public Accountant (CPA) license.
• Education:
  
  Bachelor’s degree in accounting, finance, or related field (master’s preferred).
• Experience:
  • Minimum 8–10 years of progressive accounting experience, including at least 5 years in a leadership role.
  • Health plan or managed care industry experience preferred (e.g., Medicare Advantage, Medicaid, or commercial insurance).
  • Strong understanding of GAAP, statutory accounting, and healthcare financial reporting.
  • Experience with regulatory filings (e.g., NAIC statements, CMS reporting) strongly preferred.
  • Ability to manage competing priorities and deadlines in a dynamic environment.
• Proficiency with ERP/accounting systems (e.g., Net Suite, Workday, Dynamics, or Oracle) and advanced Excel skills.
• Excellent analytical, communication, and leadership skills.

Analytical – Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.

Job Knowledge – Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively. Deep understanding of healthcare and insurance financial drivers.

Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem‑solving situations; uses reason even when dealing with emotional topics.

Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.

Written Communication – Writes clearly and informatively; edits work…