Financial Controller

The Financial Controller will undertake all aspects of financial management for the consolidated companies of Summit SD, Heritage Specialty Pharmacy and Summit Holdings including but not limited to corporate accounting, regulatory and financial reporting, as well as development of internal control policies and procedures. Financial Controller responsibilities also include financial risk management and support the Senior Financial Analyst with budget and forecast preparation, drive the completion of tax filings and third-party financial audits, in coordination with US based and foreign auditors. In this role, he/she will have access to sensitive company data. The Financial Controller will manage the accounting team and report to the Vice President of Finance.

Job responsibilities will include, but are not limited to:

• Lead and manage all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting and Revenue Recognition
• Collaborate with and support the Sr Financial Analyst in the preparation of the budget and financial forecasts and report variances
• Drive the accounting team to a successful and consistent month-end and year-end timely closing process
• Prepare and publish timely monthly financial statements in accordance with GAAP
• Coordinate the preparation of regulatory reporting
• Research technical accounting issues for compliance
• Ensure quality internal controls over financial transactions and financial reporting to maximize protection of company assets
• Manage and comply with local, state, and federal government reporting requirements and tax filings
• Develop, document and maintain business processes and accounting policies to maintain and strengthen internal controls and saving on shared drive
• Drive partnership with external auditors and oversee third party audit process
• Institute processes to minimize external expenditures related to audit and financial matters
• Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity
• Partner with foreign and US based manufacturer partner accounting group to assure financial alignment and accounting process.
• Train and educate staff to develop finance team technical and business strength
• Additional controller duties as necessary

Required Qualifications:

• Bachelor’s degree and advanced degree in Accounting
• Certified Public Accountant (CPA)
• Proven working experience as a Financial Controller
• 10 years of overall combined accounting and finance experience
• Thorough knowledge of accounting principles and procedures
• Experience with creating financial statements including P&L, Balance Sheet and Cash Flow Statements
• Demonstrated experience with general ledger functions and the improving month-end/year end close process
• Excellent accounting software user and administration skills
• History of managing accountants and financial staff
• Strong interpersonal skills and ability to effectively communicate with teams across the entire organization.
• Demonstrate a high level of professionalism and discretion.
• Required Soft Skills:
  • Leadership and Team Management: A strong ability to inspire, delegate, and build trust is essential for driving timely month-end/year-end closing, ensuring high productivity and engagement within the team, and leading training efforts to elevate team performance.
  • Communication Skills: Ability to communicate complex financial concepts clearly to non-financial stakeholders and external auditors, ensuring collaboration with internal and external audiences, providing meaningful insights and supportive effective documentation and process clarity.
  • Analytical Thinking: Financial forecasting and internal control evaluation requires analytical and critical thinking to identify discrepancies and solve problems quickly, strategically interpret financial data, and optimize internal processes for accuracy and efficiency.
  • Integrity & Ethical Judgement: It is crucial to this role in handling financial reporting & internal controls that compliance with GAAP and regulatory reporting is enforced, company assets are protected through robust internal controls, and this role is a trusted financial steward for the leadership team and our partners.
• Ability to adapt to the needs of the organization and employees.
• Ability to learn and become proficient with new systems and applications, as needed.
• Excellent time management skills with a proven ability to meet deadlines.
• Superior organizational skills, attention to detail/level of quality, and communication (written and verbal).
• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • This role is available as a remote role so must have a suitable location at home that is private, quiet and will support a professional work environment which would be subject to phone conversations and video conferences.
  • Must be able to lift and carry 20 pounds.
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear.
  • The employee is frequently required to stand, walk, use hands or fingers to handle, or feel and reach with hands and arms.
  • Specific vision abilities required by this job include close vision and ability to adjust focus.
• Language Skills: Ability to read, analyze, and technical journals, system application manuals, basic financial reports, and basic legal documents.
• Mathematical skills: Ability to solve simple math problems and analyze numbers as they relate to necessary job functions.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Additional skills required: Multi-tasking, Listening, Teamwork, People Skills, Documentation Skills, PC Proficiency, Organization, Customer Service, Creating a Safe and Effective Environment.

Preferred Qualifications

• Healthcare, Pharmacy and Distribution experience, preferred.
• Experience with Microsoft Dynamics (Business Central Preferred)