Controller

Heritage Pointe Communities Job Description Location:

Heritage Pointe Communities Job Title:

Controller Reports To:

CFO Exempt Status:

Exempt Date:

08/2025 Mission Statement Senior communities of care inspiring mind, body, and soul. Vision Statement To be premier communities committed to excellence of care through grace, compassion, and respect. General Statement of Duties The controller position is responsible for working closely with the CFO to support the financial responsibilities of the organization. The controller is responsible for daily accounting activities, monthly close transactions, the production of financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the company's reported financial results in accordance with generally accepted accounting principles. The controller is also the point person for required filings throughout the year. The controller will adhere to deadlines and complete tasks with a high degree of detail and accuracy. Essential Job Functions Support the day-to-day accounting activities of accounts payable, accounts receivable, and general ledger functions. Commit to a 3-business day close. Process the payroll GL file, create intercompany transfers, and submit funding. Serve as backup for payroll processing functions. Complete balance sheet account reconciliations across different companies. Ensure contributions are recorded properly, and restrictions are maintained and managed. Act as a point person for annual financial audits, cost reports, and 990 tax return. Prepare workpapers and required schedules for audits and regulatory findings. Support the operating and capital budget process. Establish rapport in and between departments so each can see the importance of accurate data input and output procedures. Job Qualifications Bachelor's degree in accounting, finance, or related field. Preference will be given to candidates with an MBA, CPA, or CMA designation. Current understanding of generally accepted accounting principles, health care reimbursement, continuing care retirement community regulations, IRS codes, ERISA, and other industry applicable laws and regulations. Demonstrated advanced competence with Microsoft Excel and an enterprise level general ledger application. Attention to detail with the ability to simultaneously work on multiple projects. Physical Requirements Ability to stand, walk, bend, lift, and carry items weighing up at least 25 lbs. Must be able to perform repetitive tasks and maintain focus in a busy setting. Expectations of All Employees Support the organization's mission and vision. Maintain confidentiality. Follow HIPAA guidelines. Participate in mandatory in-service training and required meetings. Adhere to safety measures such as infection control and handwashing, follow fire, tornado, emergency, and other safety policies and procedures. Maintain professional conduct and positive communication with team members, residents, families, and visitors. Flexibility for other tasks and duties as assigned. Note The statements contained herein are intended to describe the general nature and level of work being performed and are not to be construed as an exhaustive list of responsibilities, duties, or skills required of personnel. Furthermore, this job description does not establish a contract for employment and is subject to change at the discretion of the employer.