Controller

Advocate Health Advisors is seeking an experienced Controller to join our Finance team and oversee the organization's accounting operations, financial reporting, and internal controls.

Founded in 2005, Advocate Health Advisors serves thousands of Medicare-eligible individuals nationwide through a network of independent insurance agents. The Controller will play a key role in safeguarding company assets, ensuring financial accuracy, maintaining audit readiness, and supporting sound financial decision-making across the organization.

Key Responsibilities

• Oversee all accounting operations, including accounts payable, accounts receivable, and general ledger functions.
• Prepare and review monthly, quarterly, and annual financial statements, including the balance sheet, income statement, and statement of cash flows.
• Ensure revenue and expenses are accurately recorded, classified, and reported.
• Lead month-end and year-end close processes.
• Develop, maintain, and enforce internal controls, accounting policies, and financial procedures.
• Create and manage annual budgets, forecasts, and budget-to-actual reporting.
• Monitor cash flow and provide financial analysis and reporting to leadership.
• Coordinate and serve as the primary contact for external auditors during annual audits and financial reviews.
• Partner with external tax advisors to support tax filings, compliance requirements, and related reporting.
• Review account reconciliations and financial transactions to ensure accuracy and compliance.
• Identify opportunities to improve financial processes, reporting, and operational efficiencies.

Qualifications

• Master's degree in Accounting, Finance, or Business Administration.
• 5 years of progressive accounting and finance experience, including leadership responsibilities.
• Strong knowledge of GAAP, financial reporting, budgeting, internal controls, and audit management.
• Experience managing accounts payable, accounts receivable, and general ledger functions.
• Strong analytical, organizational, and problem-solving skills.
• 5 years advanced Excel proficiency.
• 5 years ERP systems
• 4 years ASC 606
• Health insurance license or willingness to obtain within 90-days of employment.

Preferred Qualifications

• MBA, CPA, or CMA
• 3 years experience in the insurance, healthcare, Medicare, or FMO industry.
• 3 years in a commissions based environment.
• 2 years experience with Accounting Seed.
• Experience supporting multi-state operations.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Education:

• Master's (Required)

Experience:

• Accounting Seed: 2 years (Preferred)
• AICPA Auditing : 2 years (Preferred)
• GAAP: 4 years (Required)
• ASC 606: 4 years (Required)
• ERP systems: 5 years (Required)
• Microsoft Excel: 5 years (Required)
• Medicare: 3 years (Preferred)
• Commissions: 3 years (Preferred)

License/Certification:

• CPA (Preferred)
• Certified Management Accountant (Preferred)

Work Location: Hybrid remote in Venice, FL 34293

Salary : $69,015 - $108,054