Controller

Job Description

Excel Medical is a dynamic and innovative national telehealth company specializing in bio-identical Hormone Replacement Therapy for men and women. We pride ourselves on our science-based protocols that deliver life-improving results to our patients.

We are seeking an experienced, highly motivated Controller to oversee the company's accounting operations, financial reporting, and internal controls. This position plays a critical role in ensuring the accuracy and integrity of financial information while supporting the company's continued growth.

The ideal candidate is a hands-on accounting leader who combines strong technical accounting expertise with the ability to improve processes, and collaborate effectively across departments. This individual should be comfortable operating in a fast-paced, multi-company and multi-state environment and capable of translating strategic objectives into actionable plans.

Key Responsibilities

Accounting Operations & Financial Reporting

• Oversee daily accounting operations, including general ledger activities, reconciliations, journal entries, and financial reporting.
• Manage the monthly financial close process, ensuring accurate and timely completion within a 5–6 business-day close cycle.
• Oversee accounting operations across multiple companies and states, ensuring consistency, accuracy, and compliance.
• Manage payroll accounting, including reconciliations, payroll-related liabilities, and coordination with payroll and HR teams.
• Oversee sales tax compliance, including reporting, reconciliations, and coordination of applicable state filings.
• Manage fixed asset accounting, including capitalization, depreciation, and asset reconciliations.
• Oversee debt accounting, including loan balances, interest calculations, and related financial reporting.
• Maintain accurate accounting records and ensure compliance with Generally Accepted Accounting Principles (GAAP).
• Coordinate the preparation of monthly, quarterly, and annual financial statements.
• Partner with the Finance team to support budgeting, forecasting, and financial analysis.
• Support accounting activities related to credit card processing, payment reconciliations, and transaction reporting, as applicable.

Audit, Compliance & Internal Controls

• Serve as the primary liaison with the company's external CPA firm, coordinating annual audits, financial documentation, and audit-related requests.
• Manage and monitor accounting policies, procedures, and internal controls to maintain financial accuracy and regulatory compliance.
• Coordinate with external tax professionals to support federal, state, and local tax compliance requirements.
• Identify potential financial risks and recommend appropriate corrective actions.
• Ensure timely completion of required financial and regulatory reporting.

Leadership & Process Improvement

• Develop, document, and implement standard operating procedures (SOPs) to improve efficiency, consistency, and accountability.
• Train and support accounting staff on processes, systems, and best practices.
• Identify opportunities for automation, technology improvements, and process optimization.
• Leverage accounting software, reporting tools, and emerging AI technologies to improve operational efficiency and accuracy.
• Translate strategic initiatives into practical action plans that support departmental and organizational goals.
• Foster a collaborative environment and promote continuous improvement within the accounting function.
• Partner with leadership and other departments to resolve accounting issues and support business initiatives.

Qualifications

Education & Experience

• Bachelor's degree in Accounting, Finance, or a related field required.
• Certified Public Accountant (CPA) designation preferred.
• Public accounting and audit experience strongly preferred.
• Minimum of 10 years of progressive accounting experience in public or private accounting.
• Previous experience supervising a small accounting team in a hands-on management capacity.
• Experience managing accounting operations across multiple companies and states.
• Demonstrated experience with monthly financial close processes, preferably within a 5–6 business-day timeframe.
• Strong working knowledge of ASC 606 revenue recognition, and ASC 842 lease accounting, .
• Experience with payroll accounting, sales tax compliance, fixed assets, and debt accounting.
• Experience coordinating external audits and working directly with CPA firms.
• Exposure to credit card processing systems and related reconciliations is a plus but not required.
• Experience working in a growing or evolving business environment preferred.

Technical Skills

• Strong knowledge of GAAP, financial reporting, and internal controls.
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Strong technical proficiency with accounting software, ERP platforms, and financial reporting systems.
• Experience with NetSuite or comparable accounting systems preferred.
• Familiarity with AI-powered tools and their potential applications within accounting and finance.
• Ability to analyze complex financial information and provide meaningful recommendations to leadership.
• Strong organizational skills with the ability to manage competing priorities and deadlines.

Leadership & Professional Attributes

• Confident communicator with strong presentation skills and the ability to communicate financial information effectively to senior leadership.
• Independent thinker capable of exercising sound judgment and translating strategic direction into tactical execution.
• Collaborative team player who willingly supports other departments and organizational priorities.
• Proactive leader committed to continuous improvement, operational efficiency, and staff development.
• Strong attention to detail, accountability, and professional integrity.
• Ability to balance high-level financial oversight with hands-on accounting responsibilities.