Here's the updated job description with the additions related to clinical experience and tools :
Job Title : Controller
Location : Phoenix, AZ
Department : Finance
Reports To : CFO and CEO (or as appropriate)
Job Summary :
The Controller is responsible for overseeing all financial and accounting activities within our emerging national medical research company, including collaborating with an outsourced accounting and tax firm. This role involves overseeing financial statements, reporting, budgeting, compliance, and internal controls to ensure the organization operates with financial integrity. The ideal candidate will be highly analytical, with a strong background in accounting, finance, and experience in clinical settings.
Key Responsibilities : Financial Reporting & Analysis
- Oversee the preparation of monthly, quarterly, and annual financial statements, working closely with the outsourced accounting firm to ensure accuracy and adherence to GAAP standards.
- Develop financial reports and dashboards for executive leadership to aid in strategic decision-making.
- Work closely with the operations team to ensure proper client invoicing across multiple markets and sites, including those within clinical environments.
- Maintain ongoing A / R & A / P activities across client portfolio(s).
Collaborate and Communicate with Accounting Team
Act as the primary point of contact for the outsourced accounting firm, ensuring timely and accurate processing of financial transactions.Coordinate monthly close processes with the outsourced firm, reviewing reconciliations, journal entries, and reports for accuracy and compliance.Internal Controls & Compliance
Establish, maintain, and monitor internal control policies and procedures in partnership with the outsourced firm to safeguard assets and ensure compliance with industry standards, particularly in clinical research and patient billing processes.Coordinate with external auditors and the accounting team to facilitate annual audits, ensuring timely and accurate submission of financial statements.Ensure compliance with grant management policies, government regulations, healthcare industry standards, and clinical research protocols.System & Process Improvement
Recommend and implement improvements in financial processes and accounting systems, including Clinical Trial Management Systems (CTMS), to increase efficiency and effectiveness in clinical and financial operations.Qualifications :
Education : Bachelor's degree in Accounting, Finance, or related fieldExperience :Minimum of 7-10 years of accounting / finance experience, with at least 3 years in a leadership or controller role.
Minimum of 3 years experience in a clinical setting. Clinical research experience preferred.Experience with CTMS and patient billing systems.Technical Skills : Proficiency in accounting software, ERP systems, and advanced Excel skills. Experience with grant management systems is a plus.Knowledge : Strong understanding of GAAP, financial reporting, budgeting, and regulatory requirements.Leadership Skills : Proven ability to manage and motivate a team, with excellent communication and interpersonal skills.Competencies :
Analytical Skills : Ability to analyze complex financial data and provide actionable insights.Detail-Oriented : Strong attention to detail and commitment to accuracy.Ethics & Integrity : Demonstrated commitment to ethical standards and financial transparency.Problem-Solving : Effective at identifying and solving financial and operational challenges, including within clinical settings.
