Controller

Baxter Management is a small-town business with a big heart. What started as a single medical supply company in Hohenwald, TN has now grown into a multi-faceted management group with investments in tech-based patient management, restaurants, health and wellness, and medical equipment. With no intentions on stopping, Baxter Management has a vision for Protech Medical and affiliated companies of continued growth, employing even more hard-working Tennesseans and making a difference in the communities we serve.

JOB PURPOSE:

Responsible for organization and strategy of administrative tasks for all businesses. The following duties/responsibilities must be thoroughly understood and agreed upon.

DUTIES/RESPONSIBILITIES INCLUDE:

• Regular, reliable and predictable on-site attendance
• Act as strategic business partner to senior executive leadership team
• Comply with all applicable company policies, procedures, and patient protocols. Comply with all current government regulations and professional standards respecting patient care.
• Assist executive team with analysis of financial performance of each organization in regard to long-term operation goals, budgets and forecasts.
• Provide insight and recommendations to both short-term and long-term growth plan of organizations.
• Evaluation of processes within businesses from high level to identify possible ways to automate processes and increase work efficiencies inside those organizations.
• Serve as a key member of management team and assist with round table discussion panels.
• Participate in pivotal decisions as they relate to strategic initiatives and operational models with detailed understanding of the operations of that organization.
• Assist with acquisitions including due diligence review and transitioning all vendor contracts, accounting system setups, and patient billing/AP processes.
• Preparation and analysis of financial statements for the Company, all related companies, investors and owners. Correct financials are to be prepared and submitted to the Members by the tenth day of the following month. Details shall be provided by department as well as location with variances from prior periods, year, and/or budget.
• Oversee the preparation and timely filing of sales taxes for each DME organization.
• Assist CFO with contact for external auditors and help with preparation and support of any external audits.
• Responsible for maintaining accurate list of asset acquisitions for each organization.
• Responsible for business taxes for each business, annual reports, personal property taxes and other related taxes.
• Assist with cash flow planning process and ensure funds availability for different organizations
• Reconcile COGS invoices to Pos in Brightree and resolve any discrepancies. Also, noting received date for proper GL period coding
• Responsible for timely posting and accuracy of AP invoices for payment within terms and capturing all applicable discounts.
• Processing payables to correct general ledger accounts to accurately depict the Company’s expenditures by location.
• Assist with labor allocations and benefits reconciliations for bi-weekly payroll.
• Responsible for preparing and submitting monthly customer invoicing and/or working with company management to reconcile and post invoicing after distribution to the customer.

• Assist with timely, accurate posting of cash receipts, cash drawer reconciliations and reporting to management.
• Neatly file all invoices and checks in appropriate manner
• Maintain vehicle listing, including tag renewals
• Assist CFO with preparation and filing of all applicable Federal, State and Local tax returns, and filing and licenses, working with external CPA where applicable.
• Assist and be backup for payroll processes and payroll software, insuring that all company related policies are applied and accurately and consistently.
• Responsible for accuracy of GL and AP accounts for all assigned companies.
• Preparation and assistance of all bank reconciliations.
• Preparation and maintenance of credit card activity, insuring that card holders report complete an and accurate transactions, and all receipts and business purposes are complete and reconciled.
• Special projects and other duties as assigned by CFO or senior management.
• Assist HR as needed to make sure all organizations stay in regulatory compliance with any necessary accreditation, bonds, insurance etc….
• Special projects and other duties as assigned by members

JOB QUALIFICATIONS:

Minimum Requirement & Qualifications:

Position Requirements:

• · Bachelor Degree in Accounting or Finance
• · CPA strongly recommended by not required
• · 5 years minimum experience as controller
• · Outstanding knowledge and understanding of all accounting practices
• · System implementation experience strongly preferred
• · Outstanding Communication and presentation skills
• · Excellent analytical, reasoning and problem-solving skills
• · Significant experience working with external auditors, internal controls and compliance-related issues
• · Work requires willingness to work a flexible schedule and travel as deemed necessary
• · Must carry personal liability car insurance with a minimum limit of $100,000.
• · Courteous customer service (inward and outward)
• · System Proficiency (Brightree, Peachtree, and other needed software applications)
• Skills: Proficient MS Excel, Word and 10-key skills required
• · Must love helping people (inward and outward)
• · High level of attention to detail
• · Positive influence on all employees
• · Able to manage multiple priorities and close the loop when interrupted

PHYSICAL DEMANDS:

• Occasionally lift/move up to 50 lbs
• Ability to stoop, bend over, kneel, sit or stand for extended periods of times as needed to meet customer’s needs
• While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel objects, tools, or controls; reach with hands and arms, and talk and hear. The employee is required to sit and stand.
• Specific vision abilities required by this job include distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

PTM offers a competitive wage, plus benefits which include: paid holidays, PTO, group health insurance, as well as a retirement plan.

PTM is an Equal Opportunity Employer.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 5 years

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Work Location: Remote