Controller

Are you passionate about serving patients in an inspiring work environment alongside talented people? Get moving with OCR! With over 50 years in business, we are the premier provider of orthopedic care in Colorado, Wyoming, and Nebraska. Our organization continues to grow and we are looking for individuals who share our mission.

OCR has multiple controllers who work as a team to support the financial aspects of the OCR Enterprise. The OCR North Division Controller (NDC) is primarily responsible for the preparation and analysis of monthly financial statements and various financial reports for all OCR North companies, OCR North provider compensation model, OCR North annual budget process, OCR North annual audit processes, and OCR North annual tax returns. The OCR NDC is also responsible for accounts payable and all payroll for both divisions including proper procedures and internal controls.  The OCR NDC also serves as a backup for the OCR South Division Controller (SDC).

Essential Duties and Responsibilities

The mission of the North Division Controller will be accomplished by (1) North Division finance and accounting including but not limited to; financial statement preparation and analysis, month end close, yearend close, annual budget preparation, buy in/out calculations and tax and audit coordination (2) North Division compensation model preparation and design and ancillary distributions (3) accounts payable and payroll oversight all divisions and (4) leadership of the accounting and finance department staff.

The NDC will establish a written vision for the department. The vision will be updated yearly, shared with leadership and the director’s team, and used to guide the strategic objections and decision making of the department.

Key Results Area #1: North Division Finance and Accounting

• Produce monthly North Division financial statements and related worksheets for all North companies.
• Monthly analysis of North Division Financial statements.
• Development and monitoring of monthly North Division KPI’s that align with the strategic objectives of OCR.
• Accountable for establishing strong, collaborative relationships with OCR Leadership team members resulting in creation of a monthly budget to actual monitoring process with each department, empowering directors to understand and own their department’s profit and loss statement.
• Lead annual tax planning efforts.
• Orchestrate completion of annual tax returns with outside tax CPA firm.
• Preparation of annual budgets including managing the timeline and involvement of other leadership team members as needed.
• Coordinate annual audit work as needed.
• Provide consultative, technical, subject matter and business expertise mentorship to colleagues across the company.
• Understand and maintain compliance with debt covenants.
• Execute loan draws and provide bank with necessary financial items in relation to outstanding debt.
• Calculate buyins and buyouts.

Key Results area #2: North Division Compensation Model and Distributions

• Completion of quarterly provider compensation models.
• Creation and maintenance of provider compensation model procedures manual.
• Analysis of compensation models as needed.
• Identify compensation model weaknesses or concerns and propose solutions to CFO and CEO.
• Preparation and completion of all necessary ancillary distributions.

Key Results Area #3: Accounts Payable and Payroll all Divisions

• Cultivate and support a culture of ethics, compliance, and integrity.
• Manage accounts payable and multistate payroll to operate successfully and efficiently including maximizing automation where possible.
• Accountable for maintaining compliance with IRS rules and regulations.
• Development and monitoring of adequate internal controls.
• Maintains skills as a subject matter expertise in accounts payable, payroll, expense reimbursement and other accounting processes in a private practice setting.
• Creation and maintenance of accounts payable and payroll procedures manual.
• Creation and maintenance of expense reimbursement and corporate credit card process in compliance with IRS rules and regulations.

Key Results Area #4: Team Leadership

• Prepare and plan department workload and successfully manage department responsibilities and establish priorities.
• Develop, monitor and communicate performance metrics for team members.
• Perform performance reviews regularly providing productive feedback and development of growth plans for team members to improve skills and competencies to empower staff to grow to their full potential.
• Monitor team member work product for accuracy, timeliness and completeness.
• Maintain and execute a personal growth plan attending meetings, seminars and/or conferences as needed to maintain a current understanding of the industry.
• Address issues involving other departments with the respective department leaders for resolution.
• Establish strong working relationships with other leadership team members.

Other

• Cross training with South Division Controller.
• Special projects assigned by the CFO.

Requirements

• Bachelor’s degree is required.
• CPA license is required.
• Five or more years’ experience in the insurance or medical industry or equivalent experience in a business/accounting department with management experience required. Additional education may be substituted for experience.
• Proficient with MS Office applications and expertise in Excel.
• Acceptable motor vehicle driving history, valid and free from restrictions, and must have appropriate vehicle insurance coverage. Ability to travel between all OCR locations.

Core Competencies 

• 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.
• 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.
• 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.
• Detail orientated – Pay close attention to all of the small particulars when working on a task or project; completing task and projects with little to no errors with high quality work and accuracy; remembering important details, facts and figures
• Process and procedure development and implementation – Complete understanding of department functions and responsibilities; identify opportunity for new or changed processes and procedures; seeking input from others; creating clear, sustainable processes; successful implementation and adherence to processes and procedures
• Oral and Written Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; writes clearly and informatively; Edits work for spelling and grammar; Able to read and interpret written information.
• Relationship Management: Excellent emotional intelligence and people skills. Demonstrated ability to build long-term, high-trust relationships with internal and external stakeholders, strategic partners and vendors.
• Business Acumen – Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
• Confidentiality – Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. Adheres to HIPAA guidelines.

Supervisory Expectations 

Directly supervises one or more 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.

Physical Requirements

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

(The phrases “occasionally”, “regularly”, and “frequently” correspond to the following definitions: “occasionally” means up to one-third of working time, “regularly” means between one-third and two-thirds of working time, and “frequently” means two-thirds and more of working time.)

• The work environment is the typical office environment. The employee must be able to complete their work satisfactorily in an environment where there are significant distractions, including staff, patients, and vendors walking through and conversing, telephones ringing, conversations carrying over, loud noises, and interruptions to answer questions from others.
• While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls up to 8 hours per day. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms, and stoop, kneel, crouch, or crawl.
• The employee may occasionally lift and/or move up to 25 pounds and should do so in a sound and safe manner. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Benefits:

• Medical, Dental, Vision coverage
• Life and AD&D Insurance
• Short Term and Long Term Disability Insurance
• Retirement savings and profit sharing plan participation
• Employee Assistance Program
• Continuing Medical Education (depending on position)
• Paid Time Off

*Benefit eligibility is dependent on employment status, and a waiting period may apply.

Orthopaedic & Spine Center of the Rockies (OCR) is an Equal Opportunity Employer and prohibits discrimination or harassment of any kind. OCR is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual experience and qualifications, without regard to a person’s race, color, age, sex, gender identity, gender expression, marital status, sexual orientation, religion, creed, national origin, the presence of any physical or mental disability, or status as a disabled veteran, recently separated veteran, other protected veteran, or Armed Forces service medal veteran, or any other protected status.