Assistant Controller - Fiscal - 008

JOB SUMMARY: The Assistant Controller provides strategic and operational support to the Controller in managing the full spectrum of LifeStream's fiscal functions. This role oversees day-to-day accounting operations, including accounts payable, accounts receivable, grants and contract financial management, fixed assets, and general ledger integrity. The position ensures accurate financial reporting, compliance with federal and state funding requirements, and integration between payroll, HRIS, and financial systems. The Assistant Controller serves as a key resource to program and executive leadership, promoting fiscal accountability and supporting LifeStream's mission to deliver quality behavioral health services through sound financial stewardship.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES: The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification with or without accommodation. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.

• Oversees accounting operations, including accounts payable, bookkeeping, grants, accounts receivable, grants, fixed assets, and general ledger.
• Assists the Controller in the preparation, review, and consolidation of monthly, quarterly, and annual financial statements in accordance with GAAP.
• Supports financial operations for multiple funding streams, including federal, state, county, managed care, Medicaid/Medicare, and fee-for-service contracts.
• Reviews and monitors grant budgets and expenditures to ensure compliance with funder restrictions, allowability of costs, and timeliness of reporting.
• Coordinates with program leadership to provide financial analysis, cost allocation updates, and reporting tools for program performance.
• Manages fiscal compliance with OMB Uniform Guidance (2 CFR 200), DCF, AHCA, and other applicable regulatory bodies.
• Collaborates with HR, Payroll, and IT teams to ensure data integrity across Paycom, Great Plains, and related financial systems.
• Oversees internal controls, reconciliations, and audit readiness for annual financial and single audits.
• Reviews contracts and funding agreements for fiscal terms, revenue recognition, and audit compliance implications.
• Assists with annual budget preparation and multi-year forecasting in collaboration with the Controller and CFO.
• Ensures timely preparation and submission of fiscal reports to funders, including utilization and expenditure reports, cost reports, and budget amendments.
• Evaluates accounting processes and implements improvements to increase efficiency, accuracy, and compliance.
• Serves as Acting Controller in the Controller's absence.
  
  

Supervisory Responsibilities

• Is responsible for the overall direction, coordination and evaluation of the Fiscal and Accounting and their employees.
• Carries out supervisory responsibilities in accordance with the organization's policies and procedures and follows all applicable laws.
• Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employee; addressing complaints and resolving problems.
  
  

Technical Expertise

• Demonstrated proficiency in nonprofit, healthcare, and behavioral health accounting principles.
• Strong understanding of federal and state grant management, cost allocation, and contract reimbursement.
• Proficiency in financial systems including Microsoft Dynamics GP, Paycom, and Excel (pivot tables, lookups, modeling).
  
  

Leadership and Collaboration

• Promotes a collaborative, accountable, and high-performance culture within the Fiscal team.
• Provides mentorship, guidance, and professional development for assigned staff.
• Communicates effectively with program leaders and executive management, translating fiscal data into actionable insights.
  
  

Compliance and Stewardship

• Ensures strict adherence to LifeStream's fiscal policies, ethical standards, and confidentiality requirements.
• Maintains continuous readiness for audits and fiscal monitoring.
• Demonstrates integrity and fiscal responsibility consistent with LifeStream's mission and values.
  
  

KNOWLEDGE AND JOB SKILLS: Understands the full array of services provided by LifeStream Behavioral Center. Must have a good working knowledge of all federal, state, and local statutes and regulations pertaining to the provision of services, fiscal management, and supervision of the organization and its employees. Demonstrates a sound working knowledge of LifeStream Behavioral Center's strategic plan, its program directives and goals. Displays excellent working knowledge of fiscal standards. Demonstrates the ability to direct and motivate staff. Possesses the ability to provide immediate direction in crisis situations, which require real time solutions. Demonstrates ability to stay abreast of the changing healthcare environment and provide input for effective program enhancements or modifications as necessary or prudent. Proficient in time management. Demonstrates verbal and written communication skills. Pursues a continuing education program of formal and informal training in the fiscal management of behavioral health care.

PERSONAL QUALITIES: Autonomous, self directed, detail oriented. Displays proactive leadership in internal as well as, external interactions. Demonstrates high level of cooperation. Promotes a positive image of LifeStream Behavioral Center's to the entire community.

SPECIAL FACTORS: Must have the ability to read, analyze and financial reports, and legal documents. Must have the ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the community. Must have the ability to effectively present information to Chief Financial Officer, Executive Management, public groups, and/or Board of Directors. Must demonstrate high level of understanding of LifeStream Behavioral Center's mission and vision. Promotes personal and team effectiveness in interactions that will affect the successful outcome of LifeStream Behavioral Center's mission. Maintains a system of accountability from those to whom other duties are delegated. Participates in community, state and other professional activities, seminars and meetings, which further the cause of behavioral health care.

JUDGMENT/DECISION MAKING: Utilizes established corporate policies and procedures in making decisions. Uses sound judgment in meeting the responsibilities and performing the duties of the position.

Education & Experience

• Education:
• Bachelor's degree in Accounting, Business Administration or Economics/Finance is required
• Master's Degree in Accounting or related field; CPA or CPA eligibility is highly preferred
• Experience:
• Minimum of six (6) years post graduate experience in business and/or progressive accounting experience is required.
• Minimum of three (3) years supervisory experience required.
• Minimum of three (3) years experience in computer systems and software applications is required.
• Experience in payroll operations, behavioral health, nonprofit, accounting systems or government-funded environments is strongly preferred
  
  

TRAINING & DEVELOPMENT: Completes all requirements according to Individual Training Plan within the first six months of hire and annually. Other training and/or professional development may be assigned due to evolution of programs.