Controller

About Us

Activated Insights, a Software-as-a- Service (“SaaS”) leader in long-term and post-acute care, has opened a new Controller seat to support our company’s growth and operational efficiency.

Founded in 2008, Activated Insights enhances patient outcomes through top-tier online training for post-acute and residential living providers. Today, with over 250 team members, over 7,000 customers that extend into over 23,000 sites of care, our products focus on employee engagement, ongoing education, resident and patient satisfaction surveys, and reputation management tools.

What Sets Activated Insights Apart:

• We are at the heart of the healthcare industry's most dynamic sector, with an ever-growing demand for post-acute care and long term care to address the fastest growing segment of the US population.
• Our bond with healthcare providers draws compassionate, service-driven team members, fostering a spirited, collaborative culture aligned on our mission to deliver exceptional experiences for our employees, our customers and the people in their care.
• A high performing executive leadership team with success in both public and PE companies, primarily in high-growth companies focused on the long term and post-acute care market
• Backed by Cressey & Company, a private investment firm with 40 years of experience forging lasting partnerships across the healthcare industry, Cressey is one of the most experienced and successful partners in healthcare private equity

Why Is This Role So Special?

As the Controller at Activated Insights, you will play a pivotal role in shaping the financial foundation of a rapidly growing, acquisitive company. With responsibility for all accounting, treasury, and payroll functions, you will ensure the accuracy and integrity of our financial reporting while maintaining compliance with regulatory standards.

Your expertise will be crucial in driving the strategic insights needed to support our aggressive growth trajectory. In this dynamic role, you’ll collaborate directly with our executive team, helping to set financial benchmarks, and implement continuous process improvements. Your contributions will not only keep the financial engine running smoothly but also enable the company to scale efficiently as we expand organically and through acquisitions.

As a member of the senior leadership team, you’ll have a direct impact on company-wide strategy, aligning financial goals with business objectives. You’ll also gain unique access to insights from our equity partner, further enhancing your influence within the organization. This is an opportunity to take ownership of a critical function in an organization poised for substantial growth—helping us navigate the exciting challenges that come with rapid expansion.

Key Responsibilities

Financial Reporting:

• Prepare accurate and timely monthly, quarterly, and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
• Ensure timely, accurate, and comprehensive financial reporting to private equity sponsors, the board of directors, lenders and other stakeholders.
• Support the establishment of financial and operational benchmarks, and define key performance indicators to track performance.

Accounting Operations:

• Oversee and manage the accounting team, including accounts payable (AP), general ledger (GL), and payroll.
• Identify, develop, implement, and improve accounting policies, procedures, and internal controls to safeguard company assets and enhance the accuracy of financial statements.
• Assist with management of cash flow, including forecasting and optimizing liquidity.
• Coordinate external audits, working closely with auditors to develop efficient audit plans and resolve issues promptly.
• Oversee the relationship with the third-party tax firm to ensure tax compliance and reporting, including federal, state, and local taxes.

Budgeting & Forecasting:

• Partner with FP&A to support annual budgeting, forecasting, and financial planning processes.
• Provide financial insights into key SaaS metrics (e.g., annual recurring revenue, customer acquisition cost, net and gross retention, etc.) to guide strategic decision-making.

Team Leadership & Collaboration:

• Build, lead, mentor, and develop the accounting team based in our Tampa office to foster a high-performance, collaborative culture.
• Drive continuous improvement in team processes and performance, ensuring alignment with company goals.
• Collaborate with FP&A, operations, and executive leadership to support financial strategy, reporting, and decision-making.
• Cultivate cross-functional relationships to ensure accurate financial data and alignment across departments.

System Optimization & Scalability:

• Drive the implementation and enhancement of financial systems and processes to support the company’s growth and scalability.
• Leverage technology to streamline accounting operations, improving data integrity, efficiency, and decision-making capabilities.
• Continuously assess and optimize systems to ensure they meet evolving business needs and support future growth.

M&A Integration:

• Support financial due diligence and integration for acquisitions, aligning processes and systems post-acquisition.
• Partner with the CFO to analyze acquisition performance.

Experience and Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA required.
• 10 years of progressive accounting experience, including leadership roles in high-growth SaaS or tech companies.
• Public accounting experience with a national CPA firm preferred.
• Proven expertise in SaaS revenue models and ASC 606 compliance.
• Demonstrated experience with M&A financial due diligence and post-acquisition integration.
• Strong knowledge of private equity-backed environments and investor reporting.
• Advanced proficiency in financial systems.
• Exceptional analytical, organizational, and problem-solving skills.
• Ability to thrive in a fast-paced, high-growth environment with competing priorities.

Location:

• On-site at our Tampa, FL office

Schedule:

• Full time, 40 hours each week
• Monday through Friday, core business hours of 8:00 AM to 5:00 PM locally with occasional flexibility for collaboration across time zones or to meet critical deadlines.