Position Details

Salary $94K – $125K USD / year

Type Not Specified

Experience senior

Exp. Years Minimum 5+ years of experience in a Controller or senior accounting leadership role

Education Not specified

Category Consulting & Advisory

About this role

CEHAS Plan Administrators is seeking a hands-on Controller to manage daily accounting operations and ensure accurate financial reporting. The role owns the monthly close process, supports budgeting and variance analysis, and improves accounting workflows using QuickBooks Online and Excel.

Key Responsibilities

Manage and/or record daily financial transactions and maintain the general ledger
Prepare accurate monthly, quarterly, and annual financial statements
Design, implement, and manage the monthly close process
Assist with annual budget preparation and monitor performance vs budget
Actively manage accounting processes within QuickBooks Online and improve efficiencies via transaction imports and integrations

Technical Overview

The controller role uses QuickBooks Online for accounting operations and relies on electronic transaction imports and integrated financial system interfaces. Strong Excel skills are required for analysis, reporting, and variance review.

Ideal Candidate

The ideal candidate is a hands-on Controller with 5+ years of experience leading accounting operations and preparing monthly, quarterly, and annual financial statements. They have strong QuickBooks Online experience, advanced Microsoft Excel skills, and have designed or improved monthly close processes while supporting budgeting and variance analysis.

Must-Have Skills

5+ years of experience in a Controller or senior accounting leadership rolehands-on accounting environmentQuickBooks OnlineMicrosoft Excelprepare accurate monthlyquarterlyand annual financial statementsconduct analytical review of financial resultsdesigning or improving monthly close processesbudget preparationmaintain the company’s general ledgerensure proper classification and reconciliation of accountsmanage electronic transaction imports and financial system integrations

Nice-to-Have Skills

Healthcare industry experience

Tools & Platforms

QuickBooks OnlineMicrosoft Excel

Required Skills

accounting operationsgeneral ledgeraccount reconciliationfinancial reportingmonthly close processfinancial statementsanalytical reviewvariance analysisQuickBooks Onlineelectronic transaction importsfinancial system integrationsMicrosoft Excelbudgetingbudget preparation

Hard Skills

accounting operationsgeneral ledgerfinancial records maintenanceaccount reconciliationfinancial reportingmonthly financial statementsquarterly financial statementsannual financial statementsanalytical review of financial resultsvariance analysismonthly close processbudget preparationfinancial planningQuickBooks Onlineelectronic transaction importsfinancial system integrationsMicrosoft Excelaccounting controlsbudget monitoring

Soft Skills

detail-orientedhands-on leadershiptime managementability to meet deadlinescollaboration with leadershipoperational efficiencyworks effectively within a small team

Industry & Role

Industry Insurance

Job Function Lead accounting operations and financial reporting as a hands-on Controller

Role Subtype Controller

Keywords for Your Resume

ControllerVP of Financeaccounting operationsgeneral ledgerfinancial reportingmonthly close processfinancial statementsmonthlyquarterlyannualanalytical reviewvariance analysisbudgetingbudget preparationQuickBooks Onlineelectronic transaction importsfinancial system integrationsreconciliationsMicrosoft Excelsmall finance teamhealthcare industry experienceanalytical review of financial results

Deal Breakers

Must have QuickBooks Online experience, Must have at least 5+ years in a Controller or senior accounting leadership role

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