Controller

Institute of Management Accountants, Inc.; Newport Beach (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Institute of Management Accountants, Inc. is seeking a Controller to own the close, reporting, and controls for a growing multi-site clinical operation. You will lead a team including an Assistant Controller and AP Manager, interfaces with auditors and lenders, and drive integration of newly acquired clinics.

Ideal candidates have CPA, private equity portfolio experience, and strong Big 4 audit background, with hands-on NetSuite and process automation experience to scale operations.

Qualifications

• Bachelor's degree in accounting or finance; CPA required.
• Experience in a private equity-backed portfolio company with sponsor reporting.
• Experience in a multi-location clinical operating environment.
• Big 4 audit management experience preferred.
• Hands-on NetSuite experience beneficial.

Responsibilities

• Own the monthly, quarterly, and annual close for a multi-location structure with consolidated financials.
• Lead technical accounting, GAAP compliance, and reporting to sponsor and lenders.
• Manage end-to-end external audits with PBCs and memos.
• Design and monitor internal controls across a decentralized clinic network.
• Lead integration of acquired clinics, including opening balance sheets and purchase accounting.
• Develop and coach the Assistant Controller and AP Manager; scale processes for growth.
• Collaborate with FP&A and clinic ops leaders on standardized reporting.
• Ensure balance sheet reconciliation integrity, revenue recognition, and COGS accounting.

Skills

GAAP accounting

Financial reporting

Team leadership

Audits & compliance

Multi-site accounting

ERP systems

Education

Bachelor's degree in accounting/finance

CPA

Tools

NetSuite

Excel

Job description

Controller

Job Description Job Description

The Controller will own the accounting close, financial reporting, cash management, and internal controls environment for a multi-site clinical operation experiencing rapid growth. This role leads a team including an Assistant Controller and an AP Manager, and serves as the primary point of contact for external auditors, lender financial reporting requests, and newly acquired clinic financial integrations.

• Own the monthly, quarterly, and annual close for a multi-location structure; ensure timely, accurate consolidated financials for all locations.
• Lead technical accounting, GAAP compliance, and financial reporting to the PE sponsor and lenders.
• Manage the annual Big 4 financial statement audit end-to-end, including PBC schedules, technical memos, and auditor relationship management.
• Design, implement, and monitor internal controls across a growing, decentralized clinic network; drive operational compliance.
• Lead accounting integration for newly acquired clinics, including opening balance sheets, purchase accounting, earnouts schedules/payment, and systems/process conversion.
• Manage and develop the Assistant Controller and AP Manager; build scalable processes and team capacity ahead of continued M&A growth.
• Partner with FP&A and clinic operations leaders on standardized reporting across sites.
• Own balance sheet reconciliation integrity, revenue recognition, and inventory/COGS accounting across locations.
• Identify and implement automation opportunities within close, reconciliation, and reporting workflows.

Bachelor's degree in accounting or finance; CPA required.

MUST HAVE:

• Prior experience in a private equity-backed portfolio company, with direct exposure to sponsor reporting requirements.
• Experience in a multi-location, clinical operating environment (veterinary, medical/dental, or comparable healthcare services).

Preferred

• Strong Big 4 audit management experience, either from public accounting or managing Big 4 auditors as a client.
• Demonstrated bias toward internal controls, operational compliance, and process discipline.
• Proven people leadership experience managing accounting staff/managers.

Nice to Have

• Hands-on NetSuite experience.
• Prior M&A / transaction and integration exposure.
• Experience deploying automation or AI tools within accounting/finance functions.

Compensation details: 00 Yearly Salary