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Corporate Controller

Boston, Massachusetts, United States

ClearView Healthcare Partners is a premier life sciences strategy consulting firm headquartered in Boston, with offices in San Francisco, New York City, London, Zurich and Gurgaon. Serving clients in the biopharmaceutical, medical device, and diagnostic spaces, we provide world-class strategic decision-making support across a diverse range of business issues. Our goal is to inform actionable recommendations that allow companies to achieve their business objectives.

Role Overview 
The Corporate Controller will be responsible for all financial reporting, accounting operations, internal control, tax compliance, and other financial activities as defined by ClearView’s Chief Financial Officer. This is a new position at ClearView, as many of these functions are currently outsourced to a third-party CPA firm. Accordingly, the Corporate Controller will have the upfront objective of building these capabilities in-house, evaluating whether any activities should continue to be outsourced, and transitioning applicable processes from outsourced to in-house.
 
The Corporate Controller will develop and optimize ClearView’s financial reporting and accounting operations and infrastructure to proactively provide credible, reliable, and actionable information and insight to ClearView’s Executive Committee (EC), Leadership Team (LT) and private-equity sponsor. The successful candidate will be a dynamic, motivating, and results-driven leader that is intellectually curious and dedicated to professional excellence and lifelong learning. This individual must strive for continuous improvement in the controllership function, implement best practices, and leverage technology as an enabler. 
 
Responsibilities 
 
Upfront Objectives 
  • Obtain an understanding of all processes currently being outsourced. Evaluate whether to continue outsourcing any activities. 
  • Develop a transition plan to bring outsourced processes in-house and ensure knowledge-transfer from the third-party CPA firm. 
  • Take a lead role as the subject matter expert in implementing a new accounting system or making sure accounting needs are met if the integration pathway is pursued. 
  • Assess internal control requirements and document Standard Operating Procedures (SOPs) for all accounting, tax and financial reporting processes. 
  • Evaluate and document key accounting policies (e.g., revenue recognition). 
  • Assess outsourcing services being provided to our U.K. and Swiss entities and assist in determining go-forward plan (local vs centralized accounting operations, outsourced vs in-sourced, etc.) 

Strategic 

  • Create and execute a vision for the controllership function and its supporting infrastructure (people, processes, systems) that align with ClearView’s long-term strategic goals for Finance, the Corporate Team (thought partnership, risk mitigation, service delivery excellence), and the overall business. 
  • In partnership with IT, develop and execute an accounting systems roadmap that expands beyond the foundational accounting system.  
  • Design and develop new reports and key performance indicators (KPIs) to provide actionable business intelligence to EC, LT, and our private equity sponsor. 
  • Direct and coordinate all activities to implement ClearView strategic goals and objectives within the controllership function. 
  • Identify and implement best practices to make financial reporting and accounting operations value-added and efficient. 
  • Serve as a credible financial advisor to EC and LT. Be able to communicate financial concepts to non-financial audiences. 
  • Consider the types of financial information and data analysis capabilities that should be provided over time based on best practices, technology changes, and the evolving complexity of ClearView’s business. Develop the vision and strategy to continuously evolve and optimize the controllership function. 
  • Ensure that ClearView’s financial reporting capabilities keep pace with changes in ClearView’s business – for example, being able to define new reporting units and track P&Ls if ClearView realigns along service lines. 
Operational 
  • Prepare monthly external financial statements in accordance with US GAAP for reporting to our lender and our private equity investor. 
  • Write MD&A narrative as required by lender, and for other audiences as appropriate. 
  • Prepare monthly reporting package and board meeting slides for our private equity investor and continuously improve the usefulness of the information. 
  • Prepare internal management reports on financial results for EC and LT. Continuously improve the relevance of the information for the audiences.  
  • Analyze variances to budget, forecast and prior year. 
  • Handle all lender compliance reporting, including quarterly covenant calculations and year-end reporting. Track TTM EBITDA and add-backs. 
  • Facilitate the annual audit in the U.S. for the consolidated financial statements, and in the U.K. for the U.K. statutory audit. 
  • Oversee all month-end closing activities, including accruals, payroll and other journal entries, bank reconciliations and other balance sheet account reconciliations, etc. 
  • Maintain ClearView’s capitalization table. 
  • Maintain internal controls and related documentation, making sure that they keep pace with changes in ClearView’s business. 
  • Monitor bank activity and ensure proper accounting. Implement bank data feeds to integrate with general ledger. 
  • Proactively stay up to date on new US and UK GAAP and ensure compliance, with documentation in the form of accounting memos and white papers that will stand up to auditor scrutiny. Communicate impact to the business and recommend actions as appropriate, such as how contracts should be structured.  
  • Oversee staff handling back-office transaction processing, including accounts receivable cash application; accounts payable coding and approval-routing; employee expense processing and reimbursement; and related software applications. 
  • Maintain proper accounting policies for revenue recognition and liaise with the Senior Manager of Finance for revenue cycle as needed. 
  • Determine monthly cash funding amounts for ClearView’s U.K. and Swiss entities. 
  • Maintain leadership compensation calculations. 
  • Oversee tax compliance services and preparation of tax provision performed by third-party CPA firm. 
  • Oversee accounting operations, whether outsourced or in-house, at ClearView’s U.K. and Swiss subsidiaries. 
  • Coordinate with IT (particularly for accounting applications) and HR, relative to activities that have Finance impact. 
  • Prepare ad hoc analyses and reports as needed by the CFO, EC, and LT. 
  • Assist with other Finance functions, including financial planning and analysis activities (e.g., budgets and forecasts), tax, M&A, etc. at the direction of the CFO. 
Organizational  
  • Design and execute a controllership function that aligns with Finance and overall ClearView goals and objectives. Based on initial evaluation, this may or may not include some degree of continued outsourcing. 
  • Optimize and implement approach to increase thought partnership and subject matter expertise among the Finance team to provide valuable insights, recommendations, and problem solving within the Finance team and for EC / LT. 
  • Predict and evaluate headcount needs within the controllership function and accounting operations, based on growth in business size/complexity and transaction volume, while considering other business needs and budget constraints. 
  • Recruit, develop, and retain key talent. Serve as coach and mentor. Create career development plans and employee engagement throughout the controllership vertical. 
  • Develop accounting and financial reporting training materials. Improve the financial statement literacy of the entire Finance group, and LT as applicable and appropriate. 
Qualifications 
  • Minimum 10-15 years of progressive accounting and financial management experience. 
  • Private equity portfolio company experience or public company experience required. 
  • Experience in the professional services industry required, consulting industry is preferred. 
  • CPA license and public accounting experience a strong plus. 
  • Forward-Looking Leadership – Displays passion and optimism; mobilizes and aligns others to fulfill the vision; provides vision and inspiration across department and company. 
  • People Management / Team Building – Demonstrated excellence in managing and building a results-driven and positive organization with a continued investment in improvement and culture; empowers team in planning, decision-making, facilitating and process improvement. 
  • Analytical/Data-driven. Synthesizes complex or diverse information. Detail-oriented, without losing perspective on “the big picture.” Able to focus on what’s important. 
  • Executive Communication – High-impact verbal and written communication with the ability to provide key messages effectively to individuals in various audiences and at all levels. Able to communicate financial concepts to non-financial people. 
  • Results-Oriented – Identifies and solves problems quickly and efficiently; gathers and analyzes information skillfully; able to take decisive action and work with others to reach a viable solution and goal. 
  • Business Acumen – Understands business implications of decisions, particularly in a professional services environment; demonstrates knowledge of industry, market, and competition; aligns work with strategic goals and business challenges. 
  • Ethics – Works with integrity and ethics; upholds organizational values 
  • Strategic Thinking – Develops strategies to achieve organizational goals; understands organization’s strengths, weaknesses, opportunities, and threats; analyzes market and competition; identifies opportunities; adapts department strategy to changing conditions. 
  • Intellectually Curious, Lifelong Learner – Proactively improves breadth and depth of knowledge of the business, industry, finance trends and best practices, changes in accounting principles, and general business and leadership topics. 
  • Work Ethic – Entrepreneurial and fully-engaged. Brings a professional, “craft” mentality to his or her work. Applies discretionary effort to improve things and go above-and-beyond. Takes ownership of work and prioritizes appropriately to meet deadlines.  
  • Executive Function – Applies personal organization and productivity techniques. Has disciplined personal systems for capturing information, organizing projects, tasks, and commitments, and planning on quarterly, monthly, weekly, and daily scales to ensure that time is used intentionally.  

We encourage you to apply even if you don’t meet every single qualification.  We are looking for individuals who are passionate about our mission and are eager to grow and learn.

ClearView Healthcare Partners ("CV") is an Equal Opportunity employer.  All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.

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