Controller & Finance Operations Leader

The Opportunity

We are conducting a Controller search on behalf of a fast-growing health technology company based in Salt Lake City. This organization has built a strong track record in personalized health solutions, a loyal customer base, and a product ecosystem that continues to scale — and they need a sharp financial leader to grow with them.

This is not a back-office role. The Controller / Finance & Operations Leader will be a true strategic partner — the financial glue of the organization — with direct visibility to senior leadership and a mandate to build a modern, AI-enabled finance function from the ground up.

What You'll Do

Financial Modeling & Forecasting

• Build and maintain AI-ready financial models, templates, and reporting structures
• Keep forecasts tightly aligned with business plans and real-time performance
• Translate complex operational inputs into clear, actionable financial outputs

Cash Control & Spend Discipline

• Own daily/weekly cash positioning and working capital visibility
• Implement smart spend controls and approval workflows
• Drive budget discipline and resource accountability across the organization

Reporting & Decision Support

• Deliver weekly, monthly, and quarterly financial insights to leadership
• Identify risks early and lead corrective action proactively
• Represent finance in cross-functional planning with product, marketing, and operations

Operational & Strategic Finance

• Manage AP/AR, vendor relationships, payroll coordination, and subscription oversight
• Partner on unit economics, pricing strategy, margin analysis, and COGS improvements
• Support CFO/CEO with investor materials, data rooms, and fundraising scenario planning

Process Optimization

• Automate manual processes using AI tools — build a lean, scalable finance function
• Create repeatable systems for financial hygiene that grow with speed, not headcount

Who You Are

A high-ownership finance professional with sharp analytical skills and strong operational instincts. You thrive in a fast-moving environment and know how to make numbers tell a story that drives real decisions.

Required

• 2–6 years in FP&A, strategic finance, consulting, or operations finance
• Strong financial modeling and analytical decision-making skills
• Comfortable with AI tools and modern finance tech stacks
• Exceptional communicator — able to simplify numbers for any audience
• High ownership mindset with the ability to hold teams accountable
• Energized by startup pace and ambiguity

Nice to Have

• CPA credential
• Experience in healthtech, consumer goods, or biotech
• Familiarity with SaaS metrics, subscription models, or hardware unit economics
• Exposure to fundraising or investor reporting
• Experience with QuickBooks, NetSuite, or AI-enhanced finance platforms