Controller
Valeo Resources
Controller (Pathway to CFO)
Location: Vero Beach, FL
Compensation: Competitive base salary + equity + year-end bonus + healthcare plan
About Us: We are a small but rapidly growing behavioral health company with ambitious plans for the future. Our focus is on providing exceptional services while building a sustainable and sophisticated financial structure to support our growth. As we prepare to manage debt and equity transactions, we seek a seasoned Controller to join our team, with the potential to transition into a Chief Financial Officer (CFO) role.
Position Overview: The Controller will oversee all financial aspects of the company, ensuring robust financial reporting and operational efficiency. This role requires a leader who thrives in a dynamic, multi-entity environment and has the vision to grow alongside the company. The ideal candidate will have a solid understanding of the behavioral health industry and demonstrate expertise in both cash and accrual accounting, multi-company financial consolidation, and strategic financial planning.
Responsibilities:
- Oversee and manage the preparation of cash and accrual-based financial statements.
- Maintain and consolidate the general ledger for a multi-company structure under a parent holding company.
- Book accrual revenue and manage billing, accounts receivable, and balance sheet reporting.
- Drive financial planning, analysis, and forecasting for the company's debt and equity strategy.
- Implement and optimize accounting software to handle multi-entity environments (Sage, QuickBooks, or equivalent).
- Ensure compliance with financial regulations and best practices.
- Provide insights and leadership on managing financial risks, including capital allocation and equity planning.
- Collaborate closely with leadership to support growth strategies, including acquisitions and eventual exit plans.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field (CPA preferred).
- 5+ years of relevant experience in accounting or financial management, preferably in the behavioral health or healthcare sector.
- Proven experience with both cash and accrual-based accounting systems.
- Proficiency in managing financial operations in multi-entity environments.
- Familiarity with revenue recognition, billing processes, and balance sheet management.
- Strong understanding of financial software systems (Sage, QuickBooks, or similar).
- Exceptional organizational and communication skills.
- Willingness to work in-office 4 days per week after the initial 5 days during onboarding and trust-building.
Perks and Compensation:
- Competitive base salary
- Equity participation possibility: 1% outstanding equity after 1 year with a 3-5 year vesting schedule.
- Opportunity for significant capital gains payouts every 3-4 years.
- Comprehensive healthcare plan.
- Year-end performance bonus.
Our Culture: We're a "conference table" company, valuing collaboration and face-to-face interactions. While we're serious about growth and innovation, we're equally committed to creating a supportive and dynamic work environment.
If you're a driven and experienced financial leader looking for a unique opportunity to grow with a company poised for long-term success, we'd love to hear from you.
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