Fractional Controller

Our Story:

At Forward Health Group, we unleash the potential of data to improve health care outcomes. We help clients pinpoint opportunities to increase revenue, improve quality, and drive efficiency. Join our team to transform health care, creating a person-focused and economically sustainable health care system. At Forward Health Group, we believe that diverse voices and perspectives drive innovation and achievement. We are a small, but mighty team of collaborative champions of change! We understand the value of family, fun, and working hard. To prove that, we offer Flexible PTO, Hybrid work options, Flexible scheduling, and TRUST that you will get the work done in best interest of achieving overall goals. To be successful here, you have to be willing to roll up your sleeves and be a part of the team. We look forward to meeting you!

Summary:

FHG is seeking a part-time Controller to lead and evolve our finance and accounting functions. This is a hands-on, high-impact leadership role working closely with the CEO and Director of Administration, with direct responsibility for financial reporting and Board-level materials.

The ideal candidate brings deep experience in SaaS accounting, revenue recognition, financial modeling, and scaling financial operations in a high-growth environment. In addition to strengthening core accounting and compliance functions, this individual will play a key role in developing pricing models and revenue strategies for our software products. Hybrid work is available, with periodic onsite engagement required.

What You'll Do:

• Lead all accounting and finance operations, ensuring GAAP compliance, accuracy, and timely close.
• Provide oversight and direction to a staff accountant responsible for billing, accounts payable, payroll, and preparing draft financial statements for review.
• Lead the monthly close process and prepare financial statements, KPIs, revenue forecasts, and Board materials.
• Build financial models, projections, and scenario analyses to support strategic decisions.
• Establish scalable processes, policies, and internal controls.
• Oversee SaaS revenue recognition, product profitability, and pricing strategy.
• Establish and maintain strong working relationships with client finance teams to support collaboration, information flow, and financial operations.
• Manage cash flow, banking relationships, and treasury functions.
• Coordinate multi-state compliance and reporting requirements.
• Serve as primary liaison to external tax advisors and ensure timely tax filings.
• Oversee equity accounting and shareholder records (Carta platform).
• Prepare for and manage financial reviews or audits.
• Partner with leadership on growth strategy, capital planning, and operational performance.
• Present financial insights to executive leadership and the Board.

The Know How's:

• Bachelor’s degree in accounting, Finance, or related fields; CPA strongly preferred.
• 8+ years of progressive accounting and finance experience, including Controller or senior finance leadership roles.
• Demonstrated experience scaling financial operations in a high-growth company, experience in SaaS, technology, or software environments strongly preferred.
• Deep knowledge of GAAP, including revenue recognition, software capitalization standards, and SaaS-specific accounting and tax considerations.
• Experience in designing pricing models and financial strategies for subscription-based software products.
• Experience in health care or health care analytics industries is preferred.
• Familiarity with multi-state compliance requirements for distributed teams and client bases is preferred.
• Experience preparing for or managing audits or financial reviews.
• Strong communication skills with the ability to present financial information to executive leadership and Boards.
• Proficiency with accounting and financial systems; experience with Carta is preferred.
• Demonstrated ability to operate effectively in a part-time capacity while balancing strategic leadership and hands-on execution.
• Ability to work in a hybrid environment with required in-person participation.

Forward Health Group is an Equal Opportunity Employer.

Forward Health Group does not sponsor applicants for employment visas.