SUMMARY DESCRIPTION

The Controller is responsible for the timely preparation and execution of daily financial functions, financial analysis, and financial reporting for a specialty private medical practice and its affiliated businesses. The Controller works closely with the Chief Executive Officer (CEO) on preparing routine and ad hoc reports relating to the productivity and financial performance of the business units.

RESPONSIBILITIES

1. Accounts Payable and Payroll

Working with and through the Accounts Payable Clerk -

• Receiving, reviewing, and reconciling all invoices and working with the managers and/or physicians to resolve questions or concerns.
• Submitting checks to the CEO for review and signature.
• Analyzing invoices for errors, omissions and/or opportunities for cost savings with alternative vendors.
• Recording and monitoring daily deposits and bank account activity.
• Preparing and submitting retirement & pension plan contributions on self-directed and employer sponsored accounts.
• Assisting the CEO and HR Manager in proper distribution and reporting of retirement plan withdrawals.
• Filing and paying monthly sales and use tax for all office locations.
• Working as back-up to the HR Manager entering payroll data and processing employee deductions.
• Preparing and generating payroll.
• Coordinating accounting adjustments as needed with accounting personnel.
• Assembling data and documentation for the accountants for tax preparation and other financial purposes as needed.
• Accepting, reviewing and tracking the physicians’ personal expense reports and discussing any concerns with the CEO.
• Establishing new vendor accounts and maintaining vendor records.
• Cross training and advising the part time Administrative Assistant on AP functions.
• Submitting the Unclaimed Property report to the Commonwealth annually.
• Ensuring the timely payment of corporate buyouts to retired shareholders and processing timely distributions.
• Maintaining and recording annual rent and CAM adjustments for all offices.

2. Financial Analysis

• Preparing, maintaining, and adhering to a monthly closing schedule
• Preparing the monthly Financial Statements for the three business entities and profit centers within the practice.
• Preparing reports on the productivity of all providers overall.
• Analyzing the corporate Balance Sheets for accurate account activities.
• Preparing monthly bank reconciliations for all business entities.
• Reconciling all General Ledger accounts on a monthly basis
• Maintaining physician and aesthetician Bonus Reports.
• Preparing ad hoc financial reports as requested
• Providing the CEO with statistical and/or financial data as needed.

3. Other

• Manage the AP Clerk/Financial Analyst
• Assisting the DOO in maintaining an up-to-date inventory of computers and Office 365 licenses.
• Assisting the CEO in maintaining an up-to-date companywide asset listing.
• Monitoring and reconciling inventory and COGS adjustments.
• Generating the monthly on-call reports for reimbursement and submitting them to the appropriate hospital for payment.
• Assisting the CEO, Shareholders, and other Directors/Managers with additional duties as needed.
• At all times maintain the confidentiality of all financial and personnel data.

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or other business discipline from a four-year college or university; or six years related experience and/or training; or equivalent combination of education and experience.
• Strong Working knowledge of Quickbooks accounting software.
• Minimum of five years total experience, preferably in a medical setting.
• Experience with a practice management system, preferably Allscripts, is a plus
• Have excellent attention to detail and be able to work accurately and efficiently.
• Have an analytical, inquisitive mind
• Be a team player and be able to work well under pressure and communicate clearly in person and/or one the phone with physicians, managers, vendors, employees, etc.
• Be able to organize and prioritize tasks effectively and multi-task effectively.

ENVIRONMENTAL/WORKING CONDITIONS

• Medical office setting.
• Well-lighted, well-ventilated, adequate space.
• Some exposure to communicable diseases and other conditions common to a medical office setting.

PHYSICAL/MENTAL DEMANDS

• Requires sitting for an extended part of the day.
• The Controller must be able to view a computer screen for an extended period.
• Occasionally lifts and carries items weighing up to 15 pounds.
• Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and such other equipment, as necessary.