Financial Controller

Ideal Candidate Profile

A disciplined yet entrepreneurial finance professional who thrives in multi-entity environments, enjoys building systems from the ground up, and can translate financial complexity into actionable insights. The ideal candidate combines strategic vision with reliable cash flow forecasting and transparency across all business lines, serving as a trusted partner to the owner while preparing the organization for growth, investor participation, and real estate expansion.

Position Title: Controller / Director of Finance

Reports to: Owner / Managing Physician
Location: San Antonio, TX
Employment Type: Full-Time (Onsite)

Overview

The Controller will serve as the financial leader responsible for consolidating, managing, and optimizing the accounting, reporting, and financial performance of a physician-led enterprise operating across multiple business lines. This individual will establish integrated financial systems, deliver real-time performance visibility, and provide strategic guidance to support sustainable growth.

· Medical Insurance operations

· Concierge / Cash Pay / Personal Injury practice

· Surgical operations

· Medical Receivables Factoring (A/R purchasing)

· Ranch & Exotic Animal business (low volume)

Future initiatives include launching a physician investor group for a surgery center and owning related real estate assets, managed through a third-party property management firm.

Key Responsibilities

Financial Consolidation & Reporting

· Develop a unified financial reporting structure consolidating all entities.

· Prepare monthly and quarterly financial statements with performance dashboards by business line.

· Implement standardized KPIs to track margins, cash flow, and operational performance.

Cash Management & Treasury Oversight

· Maintain comprehensive oversight of enterprise-level cash flow, liquidity, and capital allocations.

· Forecast and manage working capital requirements across entities to ensure adequate funding and risk control.

· Oversee intercompany transfers, investment funding, and debt service.

· Establish treasury processes and daily/weekly reporting for visibility into cash positions and funding needs.

Systems Integration & Process Development

· Implement scalable accounting systems and dashboards (e.g., QuickBooks, NetSuite, Power BI) to consolidate operations.

· Establish efficient internal controls and process automation.

Payroll & Human Capital Finance

· Transition payroll from a third-party provider to an internal system.

· Manage payroll operations for ~45 employees, scaling to 60 as the business grows.

· Ensure compliance with all employment tax and reporting regulations.

Strategic Financial Planning & Analysis (FP&A)

· Lead budgeting, forecasting, and performance analysis across all business lines.

· Support modeling and investor structuring for the physician investor group and real estate entities.

· Evaluate business opportunities and provide financial input for decision-making.

Compliance & Governance

· Maintain GAAP-compliant financials and ensure tax and regulatory compliance across all entities.

· Coordinate with external CPA firms, attorneys, and advisors.

Property & Investment Oversight

· Support real estate ownership and investment activities.

· Collaborate with property managers to monitor budgets, leasing, and performance metrics.

Qualifications

· Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred).

· 7–10 years of progressive experience in multi-entity or healthcare-related financial management.

· Demonstrated expertise in cash management, treasury operations, and liquidity planning.

· Strong experience in payroll, budgeting, and FP&A.

· Proficiency with QuickBooks, NetSuite, and financial visualization tools (Power BI, Tableau).

· Excellent communication and organizational skills.

· Ability to work in fast paced environment.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $70,000 - $80,000