Controller

Job Title: Controller
Location: Remote
Company: Upward Health
Position Type: Full-Time, Exempt, Equity Included

About Upward Health:
 Upward Health is a rapidly growing healthcare organization dedicated to improving patient outcomes through innovative care models. Ranked No. 7 on the Inc. 5000 list for 2023 and No. 6 for 2024, we are committed to excellence and growth. We offer a dynamic and supportive work environment with excellent benefits and the opportunity to participate in the company’s equity program.

Position Overview:
 We are seeking a highly motivated and experienced Controller to join our finance team. This role is pivotal in overseeing the accounting operations of the company, ensuring accuracy in financial reporting, and maintaining compliance with all relevant regulations. As a Controller at Upward Health, you will lead and mentor the accounting team while taking a hands-on approach in managing the company’s financial processes.

Key Responsibilities:

• Oversee the preparation of accurate and timely financial statements in accordance with GAAP.
• Lead and manage the annual financial audit process, working closely with external auditors.
• Provide leadership and guidance to the accounting team while participating in daily financial operations.
• Interface with banks and insurance providers to manage relationships, secure necessary financing, and ensure adequate coverage.
• Develop and implement internal controls to safeguard company assets.
• Manage cash flow and collaborate with the FP&A team on forecasting and budgeting to ensure financial security.
• Collaborate with executive leadership to provide financial insights and support strategic decision-making.
• Ensure the timely and accurate preparation of tax returns and other required filings.
• Provide financial analysis and reports to stakeholders as needed.
• Implement and maintain accounting software systems, with a preference for experience in Sage.

Qualifications:

• Certified Public Accountant (CPA) required.
• Minimum of 7 years of experience in accounting, with a strong background in financial audits and financial statement preparation.
• In-depth understanding of corporate tax matters.
• Proven experience in leading and developing an accounting team.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Experience with Sage or similar accounting software is preferred.
• Ability to thrive in a remote work environment.

Key Attributes of the Ideal Candidate:

• Flexibility and Availability:
  • Demonstrates flexibility and availability to be accessible after hours and on occasional weekends as needed.
  • Willingness to adapt to changing priorities and deadlines.
• Strong Company Culture:
  • Thrives in a company culture that values and rewards performance.
  • Exhibits a collaborative and team-oriented mindset.
• Results-Oriented:
  • Proven track record of achieving results and driving success.
  • Ability to balance strategic thinking with a hands-on approach.

Benefits:

• Competitive salary with equity participation.
• Comprehensive health, dental, and vision insurance.
• 401(k) with company match.
• Generous paid time off and holidays.
• Flexible remote work environment.
• Opportunities for professional development and growth.

EEOC Statement:
 Our company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

How to Apply:
 If you meet the qualifications and are excited about the opportunity to contribute to the success of a dynamic healthcare company, please submit your resume. We look forward to reviewing your application.

This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications required of employees assigned to this job.