The Controller is responsible for directing and managing the day-to-day financial activities of Lunera Health, ensuring compliance with federal, state, and local regulations, Generally Accepted Accounting Principles (GAAP), and Health Resources and Services Administration (HRSA) requirements. The Controller is responsible for overseeing the financial operations including accounting, financial reporting, budgeting, compliance, internal controls, and audit coordination. This role ensures the accuracy and integrity of financial records while supporting the organization’s mission through sound financial management and strategic guidance.

Essential Duties and Responsibilities

Financial Management

Direct all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, cash management, and fixed assets.
Prepare monthly, quarterly, and annual financial statements and management reports.
Monitor organizational cash flow and maintain adequate liquidity.
Develop and implement internal controls to safeguard organizational assets.
Oversee financial planning, forecasting, and budgeting processes.

Grant and Regulatory Compliance

Ensure compliance with HRSA regulations, Uniform Guidance (2 CFR Part 200), and all federal grant requirements.
Monitor and report on Section 330 grant funding and other federal, state, and local grants.
Coordinate preparation of the annual Uniform Data System (UDS) financial reporting components.
Oversee Single Audit preparation and serve as liaison to external auditors.

Revenue Cycle Oversight

Collaborate with revenue cycle leadership to monitor patient service revenue, billing, collections, payer reimbursements, and accounts receivable performance.
Analyze reimbursement methodologies, including Medicare, Medicaid, managed care, and value-based payment arrangements.
Monitor key financial performance indicators and recommend corrective actions as needed.

Leadership & Administration

Supervise and mentor accounting and finance staff, as applicable.

Audit and Risk Management

Coordinate annual external financial audits and federal compliance audits.
Ensure adherence to internal control policies and risk management practices.
Maintain compliance with tax-exempt organization requirements and prepare required financial filings.

Qualifications

Education

Bachelor's degree in Accounting, Finance, or related field required.
Certified Public Accountant (CPA) designation strongly preferred.
Master's degree in Business Administration or Finance preferred.

Experience

Minimum of seven (7) years of progressive accounting and financial management experience.
Minimum of three (3) years in a leadership role.
Experience with federal grants management and Single Audits required.
Experience with Sage Intacct required.
Prior experience in healthcare, nonprofit organizations, or Federally Qualified Health Centers strongly preferred.
Experience with ADP preferred.

Knowledge, Skills, and Abilities

Thorough knowledge of GAAP, nonprofit accounting standards, and federal grant compliance requirements.
Knowledge of FQHC reimbursement methodologies, including Medicare and Medicaid cost reporting.
Strong analytical, organizational, and leadership skills.
Ability to communicate complex financial information to executive leadership and Board members.
Proficiency in financial management systems and Microsoft Office applications, particularly Excel.