Strategic Finance Controller – Client Services Lead

10010106 Apex Healthcare Partners II LLC

Montebello (CA)

On-site

USD 120,000 - 170,000

Full time

7 days ago
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Job summary

AGS seeks a Controller to oversee the delivery of Accounting, AP, and Treasury services for client portfolios. The role functions as the day-to-day financial operations lead, providing expert guidance on reporting, budgeting, internal controls, audits, and onboarding initiatives.

You will coordinate monthly and ad-hoc deliverables, monitor team KPIs, approve financial reporting, and communicate updates across portfolios.

Qualifications

  • Possess a BS or MS in Accounting.
  • Background in finance/accounting with healthcare knowledge.
  • Understand accounting processes and information flow between systems.
  • Strong Excel and data analysis skills.
  • Ability to manage a team and promote productivity.

Responsibilities

  • Develop and monitor project plans for the completion of all monthly and ad-hoc deliverables.
  • Monitor and report on team KPI’s.
  • Approve financial reporting issuances.
  • Oversee and coordinate all internal and external communication related to assigned portfolios; collaborate cross functionally and articulate all financial updates.
  • Provide proactive transparency to the client on financial activities, such as cash projections, with reporting and analytics.
  • Present an understanding of accounting principles, cash management, and AP operations; analyze forecasts and report on goals.
  • Provide daily, weekly and monthly reporting, budget-to-actual trends, and variance reports for client review.
  • Conduct weekly meetings with senior team members to ensure goals are met and issues resolved.
  • Interview and recruit department candidates.

Skills

Team management
Proactive communication
Data analysis
Attention to detail
Prioritization

Education

BS or MS in Accounting

Tools

Excel

Job description

AGS seeks a Controller to oversee the delivery of Accounting, AP, and Treasury services for client portfolios. The role functions as the day-to-day financial operations lead, providing expert guidance on reporting, budgeting, internal controls, audits, and onboarding initiatives.

You will coordinate monthly and ad-hoc deliverables, monitor team KPIs, approve financial reporting, and communicate updates across portfolios.

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