Controller

Controller

The Controller is responsible for overseeing all accounting and financial operations of the organization, ensuring accuracy, compliance, and integrity in financial reporting. This role requires a licensed Certified Public Accountant (CPA) with proven experience in health plan finance, including premium revenue, claims reserves, medical loss ratio analysis, and regulatory reporting. The Controller partners closely with executive leadership to drive strategic financial decisions and maintain strong internal controls that support the company's growth and compliance objectives.

Key Responsibilities

Lead and manage all accounting functions, including general ledger, accounts payable, accounts receivable, payroll, treasury management, and financial reporting.

Oversee month-end and year-end closing processes, ensuring accuracy, timeliness, and compliance with GAAP and regulatory standards.

Prepare and review financial statements, budgets, forecasts, and variance analyses.

Ensure compliance with federal and state health plan regulations (e.g., CMS, NAIC, TDI, DOI) and support audits and filings as required.

Develop and maintain internal control systems to safeguard company assets and ensure accurate financial reporting.

Collaborate with actuaries, auditors, and regulatory agencies during audits, filings, and rate submissions.

Provide financial insights and recommendations to executive leadership to support strategic planning and operational efficiency.

Supervise and mentor accounting staff; promote a culture of accountability, accuracy, and continuous improvement.

Supervisory Responsibilities

Manages one or more subordinate supervisors who supervise a total of one or more employees in the Finance and Accounting departments. Is responsible for the overall direction, coordination, and evaluation of these units. Also directly supervises one or more non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications

Required : Active Certified Public Accountant (CPA) license. Education : Bachelor's degree in accounting, finance, or related field (master's preferred). Experience : Minimum 810 years of progressive accounting experience, including at least 5 years in a leadership role. Health plan or managed care industry experience preferred (e.g., Medicare Advantage, Medicaid, or commercial insurance). Strong understanding of GAAP, statutory accounting, and healthcare financial reporting. Experience with regulatory filings (e.g., NAIC statements, CMS reporting) strongly preferred. Ability to manage competing priorities and deadlines in a dynamic environment. Proficiency with ERP / accounting systems (e.g., NetSuite, Workday, Dynamics, or Oracle) and advanced Excel skills. Excellent analytical, communication, and leadership skills.

Competencies

Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.

Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively.

Deep understanding of healthcare and insurance financial drivers.

Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.

Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.

Change Management - Develops workable implementation plans; communicates changes effectively; builds commitment and overcomes resistance; prepares and supports those affected by change; monitors transition and evaluates results.

Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others.

Visionary Leadership - Displays passion and optimism; inspires respect and trust; mobilizes others to fulfill the vision; provides vision and inspiration to peers and subordinates.

Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

Impact & Influence - Pursues and wins support for ideas; displays ability to influence key decision-makers; achieves win-win outcomes; uses authority appropriately to accomplish goals; addresses divergent opinions.

Diversity - Demonstrates knowledge of EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment-free environment; builds a diverse workforce.

Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.

Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.

Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events.

Achievement Focus - Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; takes calculated risks to accomplish goals.

Planning / Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.

Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills To perform this job successfully, an individual should have knowledge of Accounting software; Human Resource systems; Spreadsheet software; Word Processing software and Database software.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

About Apex Health Solutions Apex Health is a tech-enabled management services organization that enhances the enterprise value of health systems by transforming physician networks into strategic assets. More than a consultant, Apex embeds as a long-term partner to drive sustainable performance across provider enablement, quality, network growth, and value-based care. With proven success at leading health systems, Apex helps clients preserve local control over care delivery and financing, rather than outsourcing it to national insurers.