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Company: IPS- Integrated Practice Solutions
Location: San Diego
Posted on: January 27, 2023

Job Description:

IPS Overview:

With a legacy spanning over 20 years, IPS is the market leader in practice management software for chiropractic, optometry and therapy practices across the United States. We stay ahead of the pack by constantly innovating, growing, and developing new products and services that serve the health and wellness profession. Our vision - to be the most loved, most essential software and service provider for every practice - is not just words. They reflect who we are as a company, and who we are as a people.

Finance & Accounting Department:

The Finance and Accounting Department mission is to drive achievement of the company's financial goals and corporate strategic initiatives by providing insights and headlights into the financial and operational well-being of the company. In addition, the Department is responsible for maintaining control of the Company's financial operations and compliance.


Reporting to the CFO, the Controller will be responsible for the oversight of all accounting and reporting activities of the company, including the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of procedures and controls designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles. The Controller will be involved in supporting presentations and financial analyses to senior management and to the board of directors. This position works closely with other department heads and their staff, not only to integrate and educate them on accounting procedures, but also to explore how the finance function can better support their departmental operations. The Controller will conduct her/himself in a professional manner, maintain the highest integrity and confidentiality, but be the consummate team player - eager to be a resource to her/his own staff and other departments, and lead by example.

Areas of Accountability:

Accounting Leadership

  • Management of the accounting department, including ongoing professional development and training
  • Maintain a documented system of accounting policies and procedures, and implement internal audits as necessary
  • Continually seek methods to streamline accounting operations and automate repetitive tasks to increase the overall efficiency of the department
  • Coordinate with other departments on product launches, pricing changes, data integrity, and support of customer programs; work to better integrate accounting with other areas of company operations
  • Oversee the day-to-day operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives

    • Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
    • Maintain internal control and safeguards for receipt of revenue, expenses, and budgets and actual expenditures
    • Manage the monthly close process, including bank account reconciliations, required journal entries, trial balance review, transaction accuracy, deferral schedules, and financial reporting
    • Ensure that accounts payable, accounts receivable, and fixed assets are accounted for accurately and managed in a timely and effective manner
    • Ensure complete and accurate customer invoicing
    • Manage revenue recognition policies and monthly deferral transactions
    • Ensure that required debt payments are planned for and made on a timely basis
    • Monitor and maintain reporting for forecasted cash flow
    • Maintain the chart of accounts between multiple corporate entities
    • Maintain an orderly and efficient accounting records and filing system

      • Issue timely and complete financial statements for multiple operating entities and consolidated entities
      • Recommend benchmarks against which to measure the performance of company operations
      • Calculate and report on financial and operating metrics
      • Assist with the production of the annual budget and forecasts
      • Calculate variances from the budget and report significant issues to senior management
      • Develop and provide internal management/departmental level expenses reporting capability
      • Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations

        • Lead, plan and manage the company's policies, procedures, and record keeping to maintain an efficient and successful annual financial audit
        • Monitor debt levels and compliance with debt covenants
        • Strong levels and monitoring of financial controls throughout the company
        • Comply with local, state, and federal government reporting requirements and tax filings

          Competencies for Success:
          • Leverage strengths of the current accounting team members, help to clarify roles and responsibilities and develop and implement training programs in order to maximize and reach optimal individual and organizational goals
          • Provide leadership in strengthening internal communications with staff at all levels throughout the organization; create and promote a positive and supportive work environment
          • Personal qualities of integrity, credibility, and unwavering commitment to our organization's mission; a proactive, hands-on strategic thinker who will own, in partnership with the CFO, the responsibility for accounting and finance
          • Minimum of a BA; CPA preferred
          • Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and consolidated accounting and reporting
          • Technology savvy with experience working with ERP/financial management systems; advanced knowledge of accounting and reporting software
          • Experience integrating accounting functions from acquisitions a plus
          • Commitment to recruiting, mentoring, training, and retaining a diverse team; the foresight and ability to delegate accordingly
          • Keen analytic, organizational and problem-solving skills which allows for strategic data interpretation versus simple reporting
          • Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, board or other outside partners
          • Ability and desire to translate complex financial concepts to individuals at all levels including finance and non-finance managers
          • Ability to work effectively in a dynamic and fast-paced environment; strong project management skills and ability to multi-task is essential

            At Integrated Practice Solutions, we carefully consider a wide range of compensation factors to determine our offers of employment. This includes internal and external market factors as well as your individual experience and skills. These considerations can cause compensation to vary but we reasonably expect to pay between $49450 - $200,000 for this position.

            Integrated Practice Solutions is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees, and embrace diversity. We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state, or local law.

Keywords: IPS- Integrated Practice Solutions, San Diego , Controller, Accounting, Auditing , San Diego, California

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