Position Summary

The Controller oversees the financial reporting, analysis, audits, compliance, budget and forecast while responsible for maintaining integrity of all policies, procedures, systems, processes and internal controls for a company with multiple financial entities regulated by General Accepted Accounting Principles (GAAP) and National Association of Insurance Commissioners (NAIC), serving over 1,000 employees working in 50 dental clinics located in Oregon, Washington, and Idaho providing proactive dental care, excellent dental providers, and affordable individual and group dental insurance.

Essential Position Functions

• Lead all external financial and compliance audits and ensure that the company complies with GAAP and laws specific to our industry through timely submission of audit requests, ensure data provided is accurate and complete and ensure audit results are as expected.

• Develop and implement policies, procedures, and internal controls for all financial and operational processes to satisfy recommendations from auditors and to ensure GAAP compliance.

• Identify, resolve, and document accounting issues.

• Oversee workpapers supporting the annual tax return and annual financial statement audits.

• Work with outside CPA on year-end tax planning; ensure the timely filing and payment of corporate taxes.

• Partner with multiple financial banks and other financial institution on cash treasury management.

• Oversee and review the timely and accurate preparation and submission of financial information to internal parties, government regulators and outside agencies.

• May assists with gathering and preparing financial information for the Company's quarterly external reporting requirements.

• Manage the annual budgeting cycle, including development and deployment of individual cost center budgets, providing details needed to prepare budgets and participation in the final review.

• Supports the preparation of financial information and documents, in conjunction with the Company's annual budget and forecasting processes.

• Conduct and oversee financial and cost analysis, provide economic and financial modeling, and monthly financial reports.

• Oversee the preparation and review of monthly financial results, provides explanations for variances from budget, and identifies risks and opportunities for improvement across multiple functional areas of the business.

• Researches and supplies actionable solutions to identified risks and opportunities using advanced knowledge of the organization and basic accounting principles.

• Provides analytical insight based on current data and forecasting.

• Models’ financial scenarios to interpret data and identify trends that will drive efficiencies and operational improvements.

• Takes the initiative to perform ad hoc analysis, including project ROI and payback calculations, analyzes financial data, and provides recommendations to management.

• Develops visualization tools to assist business partners in analyzing reports and developing action plans based on data.

• Communicates analytical findings in a compelling and concise manner to inform and guide strategic decisions.

• Develop and deliver financial training to all finance use.

Non Essential Position Functions

• Additional duties as assigned.

Job Qualifications

Education and Experience

Bachelors degree in Accounting or Finance and a minimum of 10 years of professional experience in accounting and/or financial reporting and analysis as a Corporate or Finance Controller, with 5 years in a managerial/supervisory role.

Licenses, Certifications and Registrations

• CPA or CMA required.

• MBA in Accounting, Finance preferred.

Knowledge of:

• GAAP and financial reporting concepts, principles, and technical skills.

• Requirements of National Association of Insurance Commissioners filing.

• Risk management, regulatory compliance, audit, and control processes.

• Budgeting, forecasting, financial and operational data analysis, cost benefit analysis, process improvement, project management, ROI, and payback calculations.

• Strong understanding of internal control frameworks

• Dynamics Business Central, Great Plains, UKG, Tableau, Trullion, and Solver.

• Insurance and/or Health care industries.

Skill In:

• Management skills.

• Excellent written and verbal communication skills, including ability to interact effectively with all levels throughout organization.

• Research, critical thinking, and analytical skills.

• Organizational skills and attention to detail.

• Mathematical, accounting and finance skills.

• Advanced Excell skills and other Microsoft Office Applications.

• Data analytics and data visualization skills.

Ability to:

• Foster teamwork.

• Identify and seek needed information.

• Meet deadlines with competing priorities.

• Drive strategic direction while influencing others.

• Work well with executives and teams at all levels, building collaborative relationships.

• Analyze time, manage tasks, and meet deadlines.

• Motivate, influence, and educate other team members.

• Work effectively with limited time and resources.

Company Overview

Physical Requirements:

The work is primarily performed while sitting and/or standing, but will require occasional walking, bending, stooping and carrying light items such as papers, books, or other supplies. The incumbent uses a computer and other standard office equipment to complete tasks. The position is eligible for a hybrid work schedule.

Willamette Dental Group is an equal opportunity employer.

Disclaimer

**This position may be exposed to PHI in the course of his/her duties, and will handle protected

information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of

1996 (HIPAA).

** This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes

a general definition of the position’s scope and function in the company.

***We provide equal employment opportunities to all employees and applicants for employment without

regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran

status, sexual orientation, gender identity or expression, or any other characteristic protected by federal,

state or local laws.

Education and Experience

Bachelors degree in Accounting or Finance and a minimum of 10 years of professional experience in accounting and/or financial reporting and analysis as a Corporate or Finance Controller, with 5 years in a managerial/supervisory role.

Licenses, Certifications and Registrations

• CPA or CMA required.

• MBA in Accounting, Finance preferred.

Knowledge of:

• GAAP and financial reporting concepts, principles, and technical skills.

• Requirements of National Association of Insurance Commissioners filing.

• Risk management, regulatory compliance, audit, and control processes.

• Budgeting, forecasting, financial and operational data analysis, cost benefit analysis, process improvement, project management, ROI, and payback calculations.

• Strong understanding of internal control frameworks

• Dynamics Business Central, Great Plains, UKG, Tableau, Trullion, and Solver.

• Insurance and/or Health care industries.

Skill In:

• Management skills.

• Excellent written and verbal communication skills, including ability to interact effectively with all levels throughout organization.

• Research, critical thinking, and analytical skills.

• Organizational skills and attention to detail.

• Mathematical, accounting and finance skills.

• Advanced Excell skills and other Microsoft Office Applications.

• Data analytics and data visualization skills.

Ability to:

• Foster teamwork.

• Identify and seek needed information.

• Meet deadlines with competing priorities.

• Drive strategic direction while influencing others.

• Work well with executives and teams at all levels, building collaborative relationships.

• Analyze time, manage tasks, and meet deadlines.

• Motivate, influence, and educate other team members.

• Work effectively with limited time and resources.

Essential Position Functions

• Lead all external financial and compliance audits and ensure that the company complies with GAAP and laws specific to our industry through timely submission of audit requests, ensure data provided is accurate and complete and ensure audit results are as expected.

• Develop and implement policies, procedures, and internal controls for all financial and operational processes to satisfy recommendations from auditors and to ensure GAAP compliance.

• Identify, resolve, and document accounting issues.

• Oversee workpapers supporting the annual tax return and annual financial statement audits.

• Work with outside CPA on year-end tax planning; ensure the timely filing and payment of corporate taxes.

• Partner with multiple financial banks and other financial institution on cash treasury management.

• Oversee and review the timely and accurate preparation and submission of financial information to internal parties, government regulators and outside agencies.

• May assists with gathering and preparing financial information for the Company's quarterly external reporting requirements.

• Manage the annual budgeting cycle, including development and deployment of individual cost center budgets, providing details needed to prepare budgets and participation in the final review.

• Supports the preparation of financial information and documents, in conjunction with the Company's annual budget and forecasting processes.

• Conduct and oversee financial and cost analysis, provide economic and financial modeling, and monthly financial reports.

• Oversee the preparation and review of monthly financial results, provides explanations for variances from budget, and identifies risks and opportunities for improvement across multiple functional areas of the business.

• Researches and supplies actionable solutions to identified risks and opportunities using advanced knowledge of the organization and basic accounting principles.

• Provides analytical insight based on current data and forecasting.

• Models’ financial scenarios to interpret data and identify trends that will drive efficiencies and operational improvements.

• Takes the initiative to perform ad hoc analysis, including project ROI and payback calculations, analyzes financial data, and provides recommendations to management.

• Develops visualization tools to assist business partners in analyzing reports and developing action plans based on data.

• Communicates analytical findings in a compelling and concise manner to inform and guide strategic decisions.

• Develop and deliver financial training to all finance use.

Non Essential Position Functions

• Additional duties as assigned.