Assistant Controller

Summary

Join Included Health as an Assistant Controller and manage accounting teams and operations, ensuring financial reporting accuracy and compliance. You will oversee all accounting functions, including revenue accounting, general ledger, accounts payable, payroll, and procurement. This role involves preparing financial statements, providing technical accounting guidance, improving accounting processes, and driving the month-end and year-end close processes. You will also lead and mentor the accounting team, collaborate with internal and external auditors, and assist with budgeting and forecasting. The position requires a Bachelor's degree in Accounting or Finance, CPA certification is preferred, and a minimum of 4 years of relevant experience.

Requirements

• Bachelor's degree in Accounting, Finance, or related field required
• Minimum of 4 years of successful engagement in the listed responsibilities, including experience in a supervisory or leadership role
• Experience with month-end and year-end closing processes and financial statement preparation
• Strong depth of knowledge of GAAP and accounting principles
• Experience leading an accounting function in large-scale or public company environments combined with experience building accounting processes in smaller companies
• Proficiency in accounting software, Microsoft Excel and Workday Financials
• Experience with Revenue Operations process improvement

Responsibilities

• Help prepare monthly, quarterly, and annual financial statements in compliance with GAAP (Generally Accepted Accounting Principles)
• Improve reporting to provide enhanced insights for internal partners
• Drive accurate technical conclusions and recommendations, while working with external consultants and guiding our teams
• Provide technical guidance on complex accounting issues, such as revenue recognition, non-standard equity transactions and business combinations
• Manage daily accounting functions, including accounts receivable, accounts payable, payroll, procurement and general ledger entries
• Guide Revenue team through implementation of improved quote-to-cash processes
• Ensure accuracy and timeliness of all financial transactions and continuously improve our daily functions around processes, systems, and controls
• Drive the month-end and year-end close processes and deliverables
• Drive efficiencies in the close process to reduce close timelines without compromising accuracy
• Review journal entries, reconciliations, and variance analysis for accuracy and completeness
• Establish, maintain and improve internal controls and financial policies to ensure the accuracy and completeness of financial records
• Assist FP&A with the development of annual budgets and periodic forecasting, providing variance analysis and recommending corrective actions
• Coordinate with internal and external auditors, ensuring that all necessary documentation is provided and that audits are completed in compliance with regulations
• Improve audit efficiency and ensure alignment with auditors on conclusions around key technical accounting issues
• Supervise and mentor accounting team, providing training and support and fostering a collaborative and productive team environment
• Support the Controller in building an accounting function that supports, adds value and acts as a strategic partner to the broader organization

Preferred Qualifications

• CPA certification preferred
• Experience in the healthcare industry is preferred

Benefits

• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
• Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies
• Work-From-Home reimbursement to support team collaboration home office work