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Treasurer / Controller
Needham, MA
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The Role Leads Medlive's accounting operations, financial reporting, internal controls, close process, budgeting, forecasting, audits, tax compliance, and accounting systems implementation. Oversees GAAP financial statements, revenue recognition, cash-flow forecasting, external auditors and tax advisors, while improving workflows and partnering with HR, Sales, and executive leadership. Requires extensive progressive accounting experience, controller-level leadership, accounting software implementation expertise, and familiarity with Sage Intacct, Salesforce integrations, professional services, and M&A. Summary Generated by
Built In About Medlive :
Medlive —A PlatformQ Health Brand is the leader in learner engagement and educational design for clinicians, patients, and caregivers seeking dynamic, up-to-date, accurate medical education. Medlive provides trusted digital education in partnership with leading societies, associations and advocacy partner organizations (such as
NORD, AAFP, AACI, AAFA, LUGPA, KDIGO, ASPC
), empowering learners to make informed medical decisions that lead to better health outcomes. Visit Medlive.com for more information We're looking for a VP of Accounting & Finance to lead the accounting operations, financial reporting and internal controls at Medlive. Reporting to the CFO, this role will impact the final stages in implementing Sage accounting software, while also leading the evolution of the monthly close process and related reporting.
Key Responsibilities:
Oversee all accounting operations including GL, AP/AR, payroll support, and month-end close Support revenue recognition processes, particularly related to multi-element contracts Oversee the Preparation of accurate and timely financial statements in accordance with GAAP Lead development of a robust monthly management reporting package and weekly 13-week cash flow forecast Manage the annual audit process and lead coordination with external auditors Manage tax compliance (federal, state, local / LLC and C-corp requirements) and lead coordination with external tax advisors Oversee development / maintenance internal controls and accounting policies Lead annual budgeting and quarterly forecasting efforts across the enterpise Lead partnership cross-functionally with HR, Sales, and Sales Operations on financial processes Identify and implement efficiencies in financial systems and workflows Experience 10+ years of progressive accounting experience; 5+ years in a controller role.
CPA / MBA
preferred Experience in G/L design and implementation of accounting software Experience working with Sage-Intacct & Salesforce integrations Experience in professional services business model - time tracking/capacity & utilization Experience with M&A (buy-sell-integration)
Deep understanding of Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards.
Financial Reporting:
Overseeing the month-end/year-end close process and producing accurate financial statements (balance sheets, income statements and cash flow modeling).
Compliance & Auditing:
Managing internal controls, liaising with external auditors and tax advisors, and ensuring compliance with federal, state, and local tax and regulatory requirements.
Operational & Systems Management Process Improvement:
Continuously evaluating accounting procedures and streamlining workflows to drive efficiency.
Technology Savviness:
Proficiency in modern accounting systems, ERP software (Sage-Intacct), utilizing data analytics, AI.
Budgeting & Forecasting:
Leading the annual budget cycle and managing cash flow.
Strategic Vision Risk Management:
Identifying financial discrepancies, safeguarding company assets, and mitigating fiscal risk.
Strategic Partnership:
Collaborating closely with CFOs and executive leadership to guide long-term company growth and profitability. Read Full Description Skills Required 10+ years of progressive accounting experience 5+ years of experience in a controller role CPA or MBA Experience designing and implementing general ledger accounting software Experience with Sage Intacct and Salesforce integrations Experience in a professional services business model, including time tracking, capacity, and utilization Experience with mergers and acquisitions, including buy, sell, and integration activities Deep understanding of GAAP or IFRS Experience overseeing month-end and year-end close and producing financial statements Experience managing internal controls, audits, tax advisors, and tax compliance Experience leading budgeting, forecasting, and cash-flow management Proficiency with modern accounting systems and ERP software View all jobs at PlatformQ Health View PlatformQ Health Profile Report Job