Controller

Excel Medical; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

Excel Medical in the United States seeks an experienced Controller to lead accounting operations, financial reporting, and internal controls across multiple states and entities. You will ensure GAAP compliance, drive monthly closes, and partner with finance to support budgeting and analysis.

The role requires a hands-on leader with strong technical accounting expertise and the ability to translate strategy into actionable plans across departments.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field is required.
• Public accounting and audit experience is strongly preferred.
• Minimum of 10 years of progressive accounting experience in public or private accounting.
• Experience supervising a small accounting team in a hands-on management capacity.
• Experience managing accounting operations across multiple companies and states.
• Demonstrated experience with monthly financial close processes, preferably within a 5-6 business-day timeframe.
• Strong working knowledge of ASC 606 revenue recognition and ASC 842 lease accounting.
• Experience with payroll accounting, sales tax compliance, fixed assets, and debt accounting.
• Experience coordinating external audits and working with CPA firms.

Responsibilities

• Oversee daily accounting operations, including general ledger activities, reconciliations, journal entries, and financial reporting.
• Manage the monthly financial close process, ensuring a 5-6 business-day close cycle.
• Oversee accounting operations across multiple companies and states, ensuring consistency and GAAP compliance.
• Manage payroll accounting and payroll-related liabilities; coordinate with payroll and HR.
• Oversee sales tax compliance and state filings coordination.
• Manage fixed asset accounting, depreciation, and asset reconciliations.
• Oversee debt accounting and related financial reporting.
• Coordinate the preparation of monthly, quarterly, and annual financial statements.
• Support budgeting, forecasting, and financial analysis with Finance team.
• Assist with credit card processing reconciliations and transaction reporting.

Skills

GAAP knowledge

Financial reporting

Excel

ERP systems

NetSuite

Internal controls

Leadership

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

ERP systems

Job description

Excel Medical is a dynamic and innovative national telehealth company specializing in bio-identical Hormone Replacement Therapy for men and women. We pride ourselves on our science-based protocols that deliver life-improving results to our patients.

We are seeking an experienced, highly motivated Controller to oversee the company's accounting operations, financial reporting, and internal controls. This position plays a critical role in ensuring the accuracy and integrity of financial information while supporting the company's continued growth.

The ideal candidate is a hands-on accounting leader who combines strong technical accounting expertise with the ability to improve processes, and collaborate effectively across departments. This individual should be comfortable operating in a fast-paced, multi-company and multi-state environment and capable of translating strategic objectives into actionable plans.

Key Responsibilities

Accounting Operations & Financial Reporting

• Oversee daily accounting operations, including general ledger activities, reconciliations, journal entries, and financial reporting.
• Manage the monthly financial close process, ensuring accurate and timely completion within a 5-6 business-day close cycle.
• Oversee accounting operations across multiple companies and states, ensuring consistency, accuracy, and compliance.
• Manage payroll accounting, including reconciliations, payroll-related liabilities, and coordination with payroll and HR teams.
• Oversee sales tax compliance, including reporting, reconciliations, and coordination of applicable state filings.
• Manage fixed asset accounting, including capitalization, depreciation, and asset reconciliations.
• Oversee debt accounting, including loan balances, interest calculations, and related financial reporting.
• Maintain accurate accounting records and ensure compliance with Generally Accepted Accounting Principles (GAAP).
• Coordinate the preparation of monthly, quarterly, and annual financial statements.
• Partner with the Finance team to support budgeting, forecasting, and financial analysis.
• Support accounting activities related to credit card processing, payment reconciliations, and transaction reporting, as applicable.

Audit, Compliance & Internal Controls

• Serve as the primary liaison with the company's external CPA firm, coordinating annual audits, financial documentation, and audit-related requests.
• Manage and monitor accounting policies, procedures, and internal controls to maintain financial accuracy and regulatory compliance.
• Coordinate with external tax professionals to support federal, state, and local tax compliance requirements.
• Identify potential financial risks and recommend appropriate corrective actions.
• Ensure timely completion of required financial and regulatory reporting.

Leadership & Process Improvement

• Develop, document, and implement standard operating procedures (SOPs) to improve efficiency, consistency, and accountability.
• Train and support accounting staff on processes, systems, and best practices.
• Identify opportunities for automation, technology improvements, and process optimization.
• Leverage accounting software, reporting tools, and emerging AI technologies to improve operational efficiency and accuracy.
• Translate strategic initiatives into practical action plans that support departmental and organizational goals.
• Foster a collaborative environment and promote continuous improvement within the accounting function.
• Partner with leadership and other departments to resolve accounting issues and support business initiatives.

Qualifications

Education & Experience

• Bachelor's degree in Accounting, Finance, or a related field required.
• Public accounting and audit experience strongly preferred.
• Minimum of 10 years of progressive accounting experience in public or private accounting.
• Previous experience supervising a small accounting team in a hands-on management capacity.
• Experience managing accounting operations across multiple companies and states.
• Demonstrated experience with monthly financial close processes, preferably within a 5-6 business-day timeframe.
• Strong working knowledge of ASC 606 revenue recognition, and ASC 842 lease accounting, .
• Experience with payroll accounting, sales tax compliance, fixed assets, and debt accounting.
• Experience coordinating external audits and working directly with CPA firms.
• Exposure to credit card processing systems and related reconciliations is a plus but not required.
• Experience working in a growing or evolving business environment preferred.

Technical Skills

• Strong knowledge of GAAP, financial reporting, and internal controls.
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Strong technical proficiency with accounting software, ERP platforms, and financial reporting systems.
• Experience with NetSuite or comparable accounting systems preferred.
• Familiarity with AI-powered tools and their potential applications within accounting and finance.
• Ability to analyze complex financial information and provide meaningful recommendations to leadership.
• Strong organizational skills with the ability to manage competing priorities and deadlines.

Leadership & Professional Attributes

• Confident communicator with strong presentation skills and the ability to communicate financial information effectively to senior leadership.
• Independent thinker capable of exercising sound judgment and translating strategic direction into tactical execution.
• Collaborative team player who willingly supports other departments and organizational priorities.
• Proactive leader committed to continuous improvement, operational efficiency, and staff development.
• Strong attention to detail, accountability, and professional integrity.
• Ability to balance high-level financial oversight with hands-on accounting responsibilities.