Controller

Location: Portland, OR (with remote flexibility)

Supervisor: Executive Director

Employee Classification: Exempt (Salaried), Full-Time

Hours: Full-Time, 40 hours per week

Compensation: $105,000 to $115,000 annually

Primary Function:

The Controller is highly skilled and experienced, and primarily oversees all financial aspects of the organization. They will be responsible for managing financial reporting, budgeting, forecasting, and ensuring compliance with accounting standards and regulatory requirements. The ideal candidate will have a strong background in accounting, finance, and healthcare administration, with exceptional leadership and analytical skills.

In addition to overseeing financial operations for Portland Mental Health & Wellness, the Controller will be responsible for providing financial support and guidance to three affiliated, smaller companies within the organization. These companies and their respective responsibilities include:

• Bora & Guicho Properties, LLC
  • Bookkeeping
  • AR/AP
• Guicho & Bora Enterprises, LLC dba VioletSuitesPDX
  • Bookkeeping
  • AR/AP
  • Payroll (1 Employee)
  • Sales Tax
• SJA-EHR Developments, LLC
  • Bookkeeping
  • AR/AP

Essential Functions:

• Financial Reporting: Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow statements.
• Budgeting and Forecasting: Develop annual budgets and forecasts in collaboration with department heads and senior management to support strategic planning and decision-making.
• Financial Analysis: Conduct regular analysis of financial performance, variances, and key metrics to identify trends, opportunities, and risks.
• Cash Management: Manage cash flow, monitor banking activities, and optimize investment strategies to ensure sufficient liquidity for operations.
• Accounting Operations: Oversee day-to-day accounting functions, including accounts payable, accounts receivable, payroll, and general ledger maintenance.
• Compliance and Risk Management: Ensure compliance with accounting principles, tax regulations, and healthcare industry standards. Implement and maintain internal controls to mitigate financial risks.
• Audit and Taxation: Coordinate external audits and tax filings, liaise with auditors and tax professionals, and address any audit findings or inquiries.
• Financial Systems and Technology: Evaluate, implement, and optimize financial systems and technology solutions to streamline processes and improve efficiency.
• Leadership and Team Management: Provide leadership and guidance to the finance team, fostering a culture of accountability, collaboration, and continuous improvement.
• Strategic Initiatives: Collaborate with senior management on strategic initiatives, mergers and acquisitions, and other business opportunities to drive growth and enhance organizational performance.

Performance Requirements: 

Knowledge: 

• Knowledge of or willingness to learn the practice’s policies and procedures. 
• Knowledge of or willingness to learn industry specific terminology and insurance practices. 
• Knowledge of grammar, spelling, and punctuation, for effective and appropriate communication.
• Knowledge of web-based computer programs and applications in an Apple/Mac environment
• Demonstrate a strong understanding of HIPAA policies and regulations
• Demonstrate solid understanding of confidentiality

Skills: 

• Situational critical thinking
• Use office equipment, including computers, phones, cameras 
• Handle and file paperwork properly
• Handle incoming phone calls and electronic communication, responding professionally and/or resourcing appropriately 
• Communicate effectively, both verbally and in writing
• Gather, interpret, and report insurance information
• Navigate patient privacy with critical thinking and follow through

Abilities: 

• Demonstrate empathy & compassion: Employees see people during moments of trauma or crisis, where they and their family are vulnerable or in pain
• Demonstrate patience: Being patient with people who may have trouble communicating or understanding what is happening is important
• Ability to work effectively as a team member, and to communicate clearly, compassionately, and respectfully, with all staff, including mental health professionals, administrative staff, and all leadership
• Ability to interpret and understand insurance benefits
• Ability to flexibly respond to changing demands within the work environment
• Ability to organize and prioritize tasks, time, and responsibilities effectively, and work independently with minimal supervision
• Ability to establish and maintain effective working relationships with the entire PMHW team, vendors, and the public
• Ability to function proficiently in a web-based computer environment

Minimum Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
• Minimum of 5 years of progressive experience in accounting and financial management, preferably in the healthcare industry.
• Strong understanding of GAAP principles, financial reporting requirements, and regulatory compliance.
• Proficiency in financial analysis, budgeting, and forecasting techniques.
• Experience with accounting software and financial management systems (Quickbooks Online and Gusto, specifically); familiarity with healthcare-specific software is a plus.
• Excellent communication skills, both verbal and written, with the ability to present complex financial information clearly and effectively.
• Proven leadership abilities with a track record of building and managing high-performing teams.
• Analytical mindset, attention to detail, and the ability to think strategically and solve problems effectively.
• Commitment to integrity, ethics, and confidentiality in handling sensitive financial information.
• Demonstrate competence and humility in terms of race, ethnicity, gender, sexual orientation, religion, class, ability et al
• Demonstrate commitment to the preservation of a workplace which embraces diversity
• Demonstrate commitment to confidentiality of patient and employee information
• Demonstrate a strong understanding of HIPAA policies and regulations
• Follow policies and procedures to contribute to the administrative efficiency of the practice, taking initiative to suggest and develop those that may be needed
• Demonstrate strong computer skills including web based systems
• Ability to work with Mac OS & Google Workspace

Equipment Operated: Standard office equipment, including computers, copiers, printers, telephones, etc.

Work Environment: When working from a PMHW office, the position is in a well-lit office environment. Varied activities including sitting, standing, walking, reaching, bending, and lifting.

Mental and Physical Requirements: Involves sitting approximately 90 percent of the day, walking or standing the remainder. Ability to tolerate mental and emotional distress as an anticipated aspect of the position. May require working under stressful conditions.

Portland Mental Health & Wellness offers a competitive benefits package for full time employees that includes:

• Paid Time Off (80 hours per year, to start)
• Paid Health Leave (40 hours per year)
• Paid Floating Holiday Hours (80 hours per year)
• Medical and Vision Insurance – Kaiser (choice of three plans) – Covered at 70%
• Dental Insurance – Principal – Covered at 70%
• Employer Paid Life and AD&D Insurance – Principal
• Voluntary Additional Life and AD&D Insurance – Principal  
• Voluntary Short Term Disability Insurance – Principal 
• Voluntary Critical Illness Insurance – Principal 
• Voluntary Accident Insurance – Principal 
• Flexible Spending Account, Health Care – Ameriflex
• Flexible Spending Account, Dependent Care – Ameriflex 
• Commuter Benefits – Choice of One Below:
  • Monthly TriMet Transportation Pass – Covered at 100%
  • Parking Reimbursement – Up to $100 per month
• 401K Retirement Plan – Up to 4% Company Match Once Eligible
• Quarterly Profit-Sharing Incentive
• Annual Administrative Continuing Education Allowance
• Enrollment with Student Loan Tutor
• 20% Discount on Vitamins & Supplements Through Fullscript
• Discounted Monthly Membership with Müv Fitness
• Limited Access to Columbia Sportswear Employee Store
• 15% discount at VioletSuitesPDX

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This description is intended to provide only the basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities, and working conditions may change as the practice’s needs evolve. Regular and predictable attendance is an essential function of every job.

The requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. By signing below, you acknowledge that you are able to perform the Essential Functions of this job, with or without accommodation. If an accommodation is needed, you acknowledge that you have an opportunity to discuss this with Human Resources.