Controller

Controller Location: Remote with occasional in-person requirements. Candidates should reside within driving distance of Austin, TX to attend onboarding and periodic team meetings as needed. This is not a fully remote-anywhere role. Out-of-area applicants will not be considered. Position Overview NOW CFO is partnering with our client to identify a hands-on, strategic Controller to oversee core accounting operations while supporting financial visibility and business decision-making. This individual will play a key role in strengthening financial processes, improving reporting accuracy, and building scalable infrastructure to support continued growth. The ideal candidate brings strong technical accounting expertise, a proactive mindset, and the ability to operate effectively in a fast-paced, evolving environment. Key Responsibilities Financial Oversight & Business Partnership Partner with executive leadership to provide financial insights that support strategic decisions Lead the annual budget process, forecasting cycles, and long-range financial planning Prepare and deliver monthly financial reporting packages for leadership review Develop financial models to evaluate new initiatives, pricing strategies, and profitability Analyze operating results and communicate key trends, risks, and opportunities Accounting Operations Direct day-to-day accounting activities including general ledger, AP/AR, payroll, billing, and revenue recognition Ensure timely and accurate month-end, quarter-end, and year-end close processes Maintain compliance with GAAP and applicable regulatory requirements Oversee multi-state tax coordination and external reporting obligations Monitor cash flow, banking activity, and overall liquidity position Controls, Compliance & Risk Establish and maintain effective accounting policies, procedures, and internal controls Coordinate annual audit activities and serve as primary liaison with external auditors and tax advisors Evaluate financial and operational risks and recommend appropriate safeguards Support compliance with federal, state, and industry-specific requirements Systems & Process Improvement Assess current financial systems and identify opportunities for efficiency and automation Lead system enhancements, integrations, or implementations as needed Build and maintain KPI dashboards and management reporting tools Improve workflows to support scalability and reporting transparency Support commission and incentive tracking accuracy Team & Cross-Functional Support Provide guidance and oversight to accounting staff as applicable Collaborate with cross-functional teams to ensure accurate revenue and expense tracking Assist with special projects and strategic initiatives as they arise Qualifications Must Have's Bachelor's degree in Accounting or Finance required Prior Controller or senior-level accounting leadership experience required 8+ years of progressive accounting or finance experience Healthcare and/or PBM industry experience required CPA required Proficiency in QuickBooks Online, Bill.com AND Salesforce (all three are a must) Advanced excel skills including pivot tables, index max command and data normalization. Experience leading accounting clean-up efforts, including reconciliations, process documentation, and control improvements Nice to Have's MBA or CMA Preferred Experience within professional services, consulting, or similar environments preferred Background in high-growth or entrepreneurial settings is a plus This position offers the potential for expanded financial leadership responsibilities over time, including progression toward a CFO-level role based on performance and business needs. This role will allow you to work with a team that values transparency, accountability and respect with a collaborative company culture and true care for their employees. #IND2 #ZR