What are the responsibilities and job description for the Financial Controller position at Healthworks, Inc.?
Healthworks is a private-equity–backed healthcare staffing and recruiting company specializing in Cardiovascular workforce solutions. We are currently looking for a Financial Controller to help build and lead the financial foundation of the company. This is a hands-on leadership role overseeing accounting, tax, financial systems, treasury, and the financial infrastructure needed to support rapid growth. The position also offers exposure to M&A activity and a clear opportunity to grow into a CFO role as the company scales.
Key Responsibilities
Accounting & Financial Reporting
- Oversee all daily accounting operations, including general ledger management and journal entry review/approval.
- Lead and manage the month-end, quarter-end, and year-end close processes to ensure accuracy, timeliness, and consistency.
- Develop and maintain the close calendar, cadence, and reporting timelines.
- Prepare and review financial statements in accordance with GAAP.
Financial Systems & Processes
- Oversee financial systems, ensuring proper configuration, optimization, and integration with operational tools used in the healthcare staffing environment (NetSuite, HubSpot, Rippling, etc.).
- Evaluate and implement process improvements to increase accuracy, efficiency, and scalability.
- Own internal controls and ensure compliance across all financial workflows.
Tax, Audit, and Compliance
- Manage all federal, state, and local tax filings, including income, payroll, and sales/use taxes.
- Oversee annual audits and act as the primary liaison with external auditors.
- Manage business licenses, certifications, and ongoing regulatory compliance.
- Maintain up-to-date knowledge of tax and accounting regulations relevant to the staffing industry.
Payroll Oversight
- Provide leadership and oversight for payroll processing across multiple states.
- Ensure payroll accuracy, timeliness, and compliance with all regulatory requirements.
- Partner with operations to reconcile payroll-related accounts and address discrepancies.
Cash Management & Treasury
- Manage cash flow forecasting, monitoring, and reporting.
- Oversee banking relationships and ensure proper treasury controls.
- Support AP and AR teams to optimize working capital and liquidity.
Cross-Functional Leadership
- Partner with Sales, Recruiting, Operations, and HR to ensure accurate cost recognition and financial alignment.
- Support the CEO with financial analysis, board reporting preparation, budgeting, and forecasting activities.
- Provide strategic insight and financial discipline as the company scales rapidly.
Qualifications
Required:
- Active CPA certification.
- Bachelor’s degree in Accounting, Finance, or related field.
- 5 years of progressive accounting/finance experience, including controller-level responsibilities.
- Strong understanding of GAAP, tax compliance, and audit processes.
- Experience managing accounting functions in a staffing, healthcare, or multi-state payroll environment.
- Proficiency with financial systems and ERP platforms.
Preferred:
- Prior involvement in system implementations or financial infrastructure build-outs.
- Experience with treasury management, cash forecasting, and multi-state payroll oversight.
Key Competencies
- Strong analytical and problem-solving skills.
- High attention to detail while maintaining strategic perspective.
- Excellent communication and leadership abilities.
- Ability to thrive in a fast-paced, high-growth, entrepreneurial environment.
- Strong integrity and commitment to accuracy.
Hybrid schedule is one to two days a week in Douglassville, PA