FINANCE CONTROLLER - Independent Case Management : Job Details

Independent Case Management, Inc.

Job Description

Title: Controller

Department: Finance

Reports To: Chief Financial Officer

Date Last Revised: 9/5/2024

FLSA Status: Exempt, salaried

Job Summary

The Controller oversees all finance team members with responsibilities such as, but not limited to, billing, payroll, employee benefits, 403(b) retirement plan, accounting, and finance. The Controller directs, coordinates, monitors, and evaluates the day-to-day accounting/finance activities of the organization, establishes and enforces proper accountingmethods, prepares financial reports, monitors and records financial activity, maintains the integrity of accounting and reporting functions, prepares, manages, and coordinates annual audit with outside auditors and departments, supervises, coordinates and participates in financial/budget research and analytical projects, prepares technical reports and provides recommendations regarding research findings, and other functions as assigned. The Controller should have knowledge of company IT functions and processes.

Primary Duties and Responsibilities

The responsibilities described below may not reflect all duties required of this position, but rather indicate categories of work. Duties will include, but will not be limited to the following:

* Plan and execute the month and year end close processes.

* Oversee all accounting transactions, ensuring accuracy, appropriateness, and timeliness.

* Compile quarterly / annual financial statements.

* Prepares monthly and ad hoc financial packages for leadership as requested.

* Updates, maintains, and helps enforce ICM's accounting policies/procedures in accordance with Generally Accepted Accounting Principles (GAAP) and internal controls.

* Completes payroll audits as assigned to ensure accurate reporting in all aspects of payroll.

* Oversees finance activities.

* Monitor, analyze and evaluate billing on a weekly basis.

* Help compile the annual budget, and track and report on results during the year.

* Provide analytical, actionable, and valuable advice on finance related matters to the CFO.

* Work cross functionally to support ICM's work from an accounting/finance perspective.

* Liaise with 3rd party partners/vendors.

* Monitor, evaluate, and analyze ICM expenses with annual budget in mind.

* Carry out special tasks assigned by the CFO and/or CEO.

* Collaborate with external auditors to support the annual financial statement audit and retirement plan audit, including preparing schedules/support.

* Enthusiastically embrace, support, and model ICM's values and missions.

* Assist in documenting new and revised policies, procedures, programs, and metrics that support the achievement of the organization's business goals.

* Recruit, train, and mentor accounting/finance team.

* Perform other job-related responsibilities as assigned.

Key Competencies

* Strong ethical standards

* Detail oriented and analytical

* Ability to plan, execute, and meet deadlines

* Strong communication skills to effectively interact with team members, management, and outside parties

* Ability to communicate financial topics in satisfactory manner

* Technical knowledge of generally accepted accounting principles (GAAP), ability to determine proper accounting treatment for transactions, and ability to conduct accounting research

* Experience in performing month-end closing procedures and preparing financial statements

* Knowledge of administrative systems and internal controls

* Skill at applying accounting theory and principles to practical problems

* Experience with computerized accounting software

* Proficient with Microsoft office, especially Microsoft Excel

* Ability to work with sensitive information and to maintain confidentiality

* Ability to foster and maintain a spirit of unity, teamwork, and cooperation among all personnel.

* Demonstrates the capacity to adapt and modify financial processes to align with organizational requirements.

* Outstanding leadership, supervisory, and training skills

* Dependable in all aspects of the job.

General Requirements for All ICM Employees

* Understands and endorses ICM's mission and vision

* Follows all ICM policies and procedures and asks for clarification and explanation when needed

* Understands and complies with all HIPAA regulations

* Maintains a clean and orderly work environment

* Maintains prompt and regular attendance

Minimum Job Requirements

* Bachelor's degree in accounting, finance, or related field

* Minimum of five (3) years progressive experience

* Experience supervising employees

* Excellent written, verbal, and social communication skills

Work Schedule

Primarily, the days and hours will be Monday - Friday 8 am to 4 pm. Weekends and evenings as needed if emergencies arise. Hours and workdays will vary to accommodate the needs of the customer and ICM. ICM permits a hybrid approach to working remotely and in-office, as approved by the supervisor. This position would allow a hybrid approach of 2-3 remote days per week, on a flexible basis, based on employee supervisor preference.

Travel to other ICM locations, conferences and other work-related activities may sometimes be necessary, but should not exceed 10% of the time.

Job Description Review and Acknowledgement:

I understand the statements contained in this document are intended to describe the general nature and level of work being performed by the person assigned to this job. They are not intended to be construed as an all-inclusive list of duties, skills, and responsibilities for this position.

I understand this job description and its requirements, and I also understand I am expected to complete all duties as assigned. I understand the job functions may be altered periodically.

We want you to be successful at ICM. If there are questions regarding this job description, please see your supervisor for clarification.

I verify that I can perform the essential duties of this job with or without accommodation:

I can perform the essential duties of this job without accommodation.

OR

I can perform the essential duties of this job with accommodation (provide additional information below)

I have noted below any accommodation(s) that are required to enable me to perform these duties:

I am NOT able to perform the essential duties of this job.

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