Controller

Position Summary


The Controller supports the CFO in overseeing the financial operations of Wesley Woods Senior Living, with responsibility for the integrity and accuracy of all accounting functions. This role manages key areas including General Ledger, Accounts Payable, Accounts Receivable, Payroll, Treasury, Financial Reporting, and Financial Systems.

This role also oversees other team members in the finance department. The Controller is expected to coach and develop staff, foster a culture of accountability and continuous improvement, and ensure adherence to internal controls, GAAP, and regulatory compliance. In addition to managing daily operations, the Controller plays a key role in audit preparation, budgeting, and enhancing financial processes to support organizational goals.

Key Responsibilities

Lead - Oversee accounting staff assuring efficiency and productivity of accounting department - including but not limited to General Ledger, Fixed Assets, Accounts Payable, Billing and Accounts Receivable, Cash Management, Payroll, and all third-party financial reporting.

Collaborate - Coordinate with the CFO in preparation of monthly and annual financial statements in accordance with generally accepted accounting practices. Provide support to the CFO in Board of Directors reporting and analysis as needed.

Partner - Liaison with banks and financial institutions relating to debt financing and cash investments.

Interface - Communicate and coordinate with external accountants in preparation of annual audits and income tax and other regulatory filings.

Administer - Administration of the general ledger, fixed assets, tenant accounts receivable, accounts payable, and payroll to assure month-end and year-end close procedures are timely and accurate.

Facilitate - Manage annual budget process working with Administrators and Executive Directors.

Report - Provide and/or oversee issuance of reports as needed by all regulatory agencies and financial institutions including bond certification reports, bank covenant reports, HUD housing reports, and other state regulatory reports.

Analyze - Provide financial analysis as needed for operational and strategic requirements.

Execute - Facilitate payment, reporting and reconciliation of fringe benefits working with insurance providers to assure annual renewals are cost effective and competitive. Coordinate with HR on implementation and ongoing reporting related to all benefits.

Support - Assist CFO as liaison between WWSL and third-party partners.

Remit - Oversee deposits/payments of employee retirement plan contributions and federal and state payroll taxes.

Coordinate - Support IT department staff and/or third-party contractors for software application updates and changes as required.

Additional Support - Performs related responsibilities and other duties as assigned to support departmental and organizational needs. Other duties and/or special projects assigned as needed by the CFO.

Required Skills

• Communicate clearly and professionally in both oral and written formats, with the ability to deliver presentations to executive leadership, board members, and other key stakeholders as needed.
• Demonstrate initiative and reliability by performing duties independently, with minimal supervision, while effectively planning and organizing work responsibilities.
• Lead and develop a team of professionals to achieve departmental and organizational goals efficiently and on schedule. Provide training, guidance, and strategic delegation to support team growth and performance.
• Identify opportunities for improvement and implement process and procedural changes to address challenges and enhance efficiency.
• Assess the qualifications and performance of team members objectively, providing training and mentorship while reallocating responsibilities based on individual strengths and capabilities.
• Maintain a broad organizational perspective and support the CFO in identifying and leveraging internal and external opportunities to drive growth and advancement.

Minimum Qualifications

• Certified Public Accountant or Master's Degree.
• Minimum of seven years of progressive accounting experience, including management of accounting functions-preferably within a senior living or healthcare environment.
• Demonstrated experience coordinating financial audits, supporting debt financing and reporting, and preparing HUD and other regulatory reports.
• Hands-on experience leading organizational budget planning and execution.
• Proficient in Microsoft Word and highly skilled in Microsoft Excel; strong overall PC skills, including ten- key by touch.
• Advanced financial analysis skills with the ability to interpret complex data and trends.
• Strong interpersonal and communication skills with the ability to collaborate across all levels of the organization.

• How much on the job time is spent in the following physical activities? Show the amount of time by checking the appropriate boxes below.
  Does this job require that weight be lifted, or force be exerted? If so, how much and how often? Check the appropriate boxes below.
  AMOUNT OF TIME

NONE

UNDER 1/3

1/3 TO 2/3

OVER 2/3

Stand

X

Walk

X

Sit

X

Use hands to finger, handle or feel

X

Reach with hands and arms

X

Climb or balance

X

Stoop, kneel, crouch, or crawl

X

Talk or hear

X

Taste or smell

X

NONE

UNDER 1/3

1/3 TO 2/3

OVER 2/3

Up to 10 lbs.

X

Up to 25 lbs.

X

Up to 50 lbs.

X

Up to 100 lbs.

X

+ 100 lbs.

X

Minimum Qualifications

• Certified Public Accountant or Master's Degree.
• Minimum of seven years of progressive accounting experience, including management of accounting functions-preferably within a senior living or healthcare environment.
• Demonstrated experience coordinating financial audits, supporting debt financing and reporting, and preparing HUD and other regulatory reports.
• Hands-on experience leading organizational budget planning and execution.
• Proficient in Microsoft Word and highly skilled in Microsoft Excel; strong overall PC skills, including ten- key by touch.
• Advanced financial analysis skills with the ability to interpret complex data and trends.
• Strong interpersonal and communication skills with the ability to collaborate across all levels of the organization.

Additional Information

This position will generally work 40 hours per week; however, the position requires a willingness and flexibility in working hours when necessary to fulfill job responsibilities including occasional evening or weekend work. The employee is subject to personnel policies and procedures prescribed for all employees.

Note: Management reserves the right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above, but these items are subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.

EEO/AA Statement

Wesley Woods does not discriminate in employment on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, or veteran/Reserve/National Guard status.

The above statements are intended to generally describe the work being performed by people to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the personnel so classified. Based on established department or facility standards, employees may not perform all the duties listed in this job description.