About this opportunity
TrackerRMS, Inc. lists this Controller/Vice President of Finance opportunity in workfromhome, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Acumen is excited to partner with Pacific Santa Fe Partners to find their next Controller/Vice President of Finance. As a member of the Executive Team, the Controller/Vice President of Finance will take primary responsibility for the financial management, accounting oversight, reporting, budgeting, forecasting, cash management, management information, and related portfolio administration for a growing, multi-state senior living organization focused on memory care.
This position offers the opportunity to grow into Pacific Santa Fe’s senior financial leadership and future CFO role as the company expands. Pacific Santa Fe Partners is nimble and business savvy while supporting its mission and commitment to serving residents and their families. Their philosophy is simple: do really well by doing good.
If You:
Have the technical accounting strength of a Controller and the strategic curiosity of a CFO
Are a systems thinker who can build reporting, controls, dashboards, and scalable financial processes
Want to understand why financial results changed and what leadership should do about them
Have experience with multi-location, multi-entity, or multi-state financial reporting and consolidations
Can establish reliable budgeting, forecasting, cash management, and management reporting processes
Are technologically capable and comfortable working with external consultants, data, automation, and modern AI tools
Are proactive, high-energy, and motivated by getting things done
Want to work with a small, entrepreneurial team to grow and scale the organization
Then, this may be the next leadership opportunity for you.
Position Overview
The Controller/Vice President of Finance will own the integrity, consistency, and timeliness of Pacific Santa Fe Partners’ community-level and consolidated financial information. This individual will build disciplined financial processes while helping management understand what is happening across the portfolio, why it is happening, and what action should be taken.
The successful candidate will connect financial results to operating drivers such as occupancy, pricing, labor, resident acuity, agency utilization, receivables, care charges, controllable costs, capital expenditures, and cash flow.
Key Responsibilities
Accounting and Financial Reporting
Own accurate, timely monthly and year-end closes and community-level and consolidated financial reporting
Oversee multi-community, multi-entity, and multi-state accounting, including intercompany activity, allocations, consolidations, and portfolio reporting
Standardize accounting practices, policies, and reporting while maintaining general ledger and financial record integrity
Coordinate with outside accountants, tax professionals, auditors, attorneys, and other advisers
Management Reporting and Financial Analysis
Develop concise reporting that connects financial results to operational performance
Analyze key drivers, including occupancy, revenue, labor, receivables, controllable costs, capital expenditures, and budget variances
Identify portfolio and community-level exceptions, determine root causes, and recommend corrective action
Translate complex financial information into practical guidance on risks, opportunities, trends, and performance
Cash Management and Liquidity
Build and maintain a rolling 13-week cash forecast
Oversee cash balances, liquidity, payroll, vendor obligations, debt service, and funding needs across communities and entities
Standardize cash management practices and support capital allocation and financing decisions
Budgeting, Forecasting, and Planning
Lead annual budgeting and rolling forecasts across communities and entities
Partner with operating leaders to build realistic plans reflecting changes in occupancy, pricing, staffing, labor costs, resident acuity, and other assumptions
Explain material budget and forecast variances and strengthen forward-looking performance visibility
Create scenario models for operational changes, pricing, staffing, capital needs, and growth
Dashboards, Systems, and Technology
Lead development of integrated dashboards and KPIs, including measures, data sources, ownership, and exception thresholds
Partner with technology consultants to integrate QuickBooks, Eldermark, Paylocity, banking platforms, and other operating data
Evaluate the accounting platform and lead selection and implementation of a scalable replacement when appropriate
Improve data consistency, reporting accuracy, automation, access, documentation, and user adoption
Internal Controls and Checks and Balances
Establish practical financial controls, approval authority, and accountability with the Executive Team
Standardize essential policies and procedures without creating unnecessary bureaucracy
Operating Partnership and Community Support
Partner with the Vice President of Operations, Executive Directors, and Business Office Managers to connect financial results with operating decisions
Help community leaders identify exceptions, understand causes, and take corrective action while maintaining financial accountability
Train Business Office Managers on financial processes and systems
Acquisitions and New Community Onboarding
Build financial models and support acquisition analysis, financing, capital allocation, pricing, staffing, and new-community planning
Coordinate financial and operational onboarding for acquisitions and management transitions
Maintain a transition checklist and repeatable integration processes for future communities and entities
Vendor Contracts and Purchasing
Maintain a centralized contract register with key terms, renewals, and cancellation deadlines
Analyze vendor costs and service arrangements and negotiate portfolio pricing and favorable terms
Partner with operations to identify savings without compromising resident care or service quality
Medicaid and Payer Agreements
Maintain schedules of payer rates, renewals, and billing requirements
Identify underpayments and billing discrepancies and improve billing accuracy and collections with community leaders
Support payer negotiations and report on reimbursement, receivables, and payer performance
Capital and Replacement Planning
Maintain a rolling replacement plan for furniture, equipment, building systems, and other significant needs
Integrate capital priorities into budgets, forecasts, cash flow projections, and financing decisions
Banking, Financing, and Lender Relations
Manage banking and lender relationships, reporting calendars, financial submissions, covenants, reserves, and deadlines
Coordinate with ownership, lenders, and advisers on refinancing, capital planning, and other financing activities
Insurance and Employee Benefits
Lead annual insurance renewals and cost reviews with Pacific’s broker
Compare coverage options, costs, terms, and claims history and recommend alternatives to ownership
Qualifications
Education and Experience
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
CPA or comparable accounting background preferred
Substantial progressive experience as a Controller, Corporate Controller, Director of Finance, Vice President of Finance, or similarly responsible financial leader
Strong technical accounting and financial management capabilities
Demonstrated experience owning monthly close, financial reporting, budgeting, forecasting, and cash management
Experience supporting a multi-location, multi-entity, or multi-state organization strongly preferred
Experience with complex accounting roll-ups and consolidated financial reporting
Experience building management reports, dashboards, KPIs, and operating analyses
Experience implementing or rolling out accounting and financial systems
Experience working with banks, lenders, investors, accountants, tax professionals, attorneys, and other external advisers
Experience supporting acquisitions, new-location openings, integrations, or ownership transitions preferred
Senior living experience is desirable but not required
Healthcare services, hospitality, property management, or another decentralized service business background may also be relevant
Skills and Competencies
Strong accounting, analytical, and financial management skills
Ability to move comfortably between detailed financial work and broader strategic analysis
Strong understanding of consolidations, budgeting, forecasting, cash flow management, internal controls, and financial reporting
Demonstrated ability to create organized, repeatable, and scalable financial processes
Technologically sophisticated and comfortable working with data, automation, dashboards, and modern AI tools, and partner effectively with external technology consultants
Strong project management, implementation, and follow-through skills
Clear and effective oral and written communication
Ability to explain financial information to people with varying levels of financial expertise
Strong ownership mentality, initiative, energy, and personal accountability
Practical judgment and the confidence to raise concerns or challenge assumptions constructively
Proficiency with current accounting, reporting, banking, payroll, and Microsoft Office technologies
Location and Travel
This is a 100% remote position
Limited travel is required, generally on a quarterly basis
Additional travel may be needed for community onboarding, system implementations, Business Office Manager training, financing activities, or other significant organizational initiatives
#J-18808-Ljbffr
Worksite address
workfromhome, OR, 97204, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.