Controller

MONTICELLOAM, LLC; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Disability insurance

Tuition assistance

Paid paternity leave

Paid maternity leave

401(k)

Vision insurance

Child care support

Job summary

A financial services firm is seeking a Controller to oversee accounting operations and financial reporting across its portfolio. This role requires expertise in GAAP and a minimum of 7 years of experience, including senior management. The successful candidate will manage accounting functions, reporting, and budgeting while ensuring compliance and internal controls. A Bachelor's degree in Accounting or Finance is essential, alongside strong leadership and analytical skills. Competitive salary is offered, ranging from $120,000 to $160,000 annually.

Qualifications

• Minimum 7 years of accounting experience, including 3 in a senior role.
• Experience in assisted living or healthcare operations preferred.
• Familiarity with Kyriba or similar treasury systems is a plus.

Responsibilities

• Oversee all accounting functions across multiple locations.
• Prepare and review GAAP financial statements.
• Lead budgeting and financial analysis.

Skills

GAAP understanding

Leadership skills

Attention to detail

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Netsuite Oracle

Microsoft Excel

Sage Intacct

Job description

We are seeking a Controller to oversee accounting operations, financial reporting, internal controls, and compliance across Monticello’s portfolio company, Trustwell Living, which owns and manages assisted living communities nationwide. The primary responsibilities and qualifications include:

Base pay range

$120,000.00/yr - $160,000.00/yr

Responsibilities

• Oversee all accounting functions, including general ledger, AP, AR, payroll, and financial reporting across multiple assisted living communities.
• Prepare and review consolidated GAAP financial statements and ensure timely month-end and year-end close.
• Maintain accounting policies, procedures, and internal controls; manage annual audits and external advisors.
• Lead budgeting, forecasting, and financial analysis in partnership with leadership.
• Manage and develop accounting staff and partner with operations to support business objectives.

Treasury & Cash Management

• Oversee cash management, bank accounts, disbursements, and payment controls.
• Ensure timely bank reconciliations, cash forecasting, and funding of payroll and vendor payments.
• Track capital expenditures and support liquidity planning and reporting.
• Lead finance systems strategy, including ERP, AP, payroll, and reporting tools.
• Manage data integrity, system implementations, and migrations, ensuring accuracy, controls, and scalability.
• Drive process improvement, automation, and standardized reporting across communities.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 7 years of accounting experience, with at least 3 years in a senior management or controller role.
• Experience in property level accounting.
• Prior experience in assisted living, healthcare, multi family or multi-site operations strongly preferred.
• Strong understanding of GAAP, internal controls, and regulatory compliance.
• Proficiency in accounting software (e.g., Netsuite Oracle, AVID, Ramp, Sage Intacct, Aline (or comparable senior living software) and Microsoft Office Suite, particularly Excel.
• Demonstrated leadership ability, organizational skills, and attention to detail.
• Excellent analytical, communication, and problem-solving skills.
• Familiarity with Kyriba or similar treasury management systems preferred but not required.
• Experience in Corporate and fund accountancy preferred but not required.
• Work in the office, as required by office policy

At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer.

Monticello offers a competitive base salary and bonus. The base salary range for this position is $120,000-$160,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee and company performance reviewed during the annual review process.

Seniority level

Director

Employment type

Full-time

Job function

Finance, General Business, and Accounting/Auditing

Industries

Financial Services, Hospitals and Health Care, and Real Estate

Medical insurance

Disability insurance

Tuition assistance

Paid paternity leave

Paid maternity leave

401(k)

Vision insurance

Child care support

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