Controller
San Diego, CA
Full Time
Experienced
Exempt: Yes
Department: Administration
Reports To: Executive
Location: Based in La Jolla, CA
Company Description
TruMed Systems, Inc. is the fastest growing vaccine storage and handling company. TruMed serves individual clinics, major health systems, and public healthcare facilities throughout the U.S. TruMed’s mission is to improve health care practitioners’ total outcomes by creating point-of-care inventory management systems that support product efficacy, patient safety, and practice objectives. Our first two products are the AccuVax® Vaccine Management System and AccuShelf ® Inventory Management Systems. Together, our products secure medication and material storage and management that automates control and integrity, minimizes risks of incorrect medication delivery, tracks inventory for all medications and optimizes office workflow in the healthcare settings. Founded in 2012, TruMed is a VC-backed company based in San Diego, CA.
Position Summary
Reporting to the Executive Leadership this position will play a critical role in TruMed’s operations. In addition to managing the accounting team and process, the Controller will interact regularly with other leadership. The successful candidate will be a hands-on leader with a demonstrated track record in developing and managing teams and building solid, scalable processes and systems. This is an outstanding opportunity to be part of TruMed’s finance team and help us drive performance through exceptional growth while benefiting from great mentoring as well.
Key Responsibilities
Accounting Operations & Systems Management
Financial Reporting & Technical Accounting
Financial Planning, Budgeting & FP&A
Treasury & Cash Management
Internal Controls, Governance & Audit
Tax & Regulatory Compliance
Leadership & Cross-Functional Collaboration
Experience, Skills and Competencies
Work Environment
Department: Administration
Reports To: Executive
Location: Based in La Jolla, CA
Company Description
TruMed Systems, Inc. is the fastest growing vaccine storage and handling company. TruMed serves individual clinics, major health systems, and public healthcare facilities throughout the U.S. TruMed’s mission is to improve health care practitioners’ total outcomes by creating point-of-care inventory management systems that support product efficacy, patient safety, and practice objectives. Our first two products are the AccuVax® Vaccine Management System and AccuShelf ® Inventory Management Systems. Together, our products secure medication and material storage and management that automates control and integrity, minimizes risks of incorrect medication delivery, tracks inventory for all medications and optimizes office workflow in the healthcare settings. Founded in 2012, TruMed is a VC-backed company based in San Diego, CA.
Position Summary
Reporting to the Executive Leadership this position will play a critical role in TruMed’s operations. In addition to managing the accounting team and process, the Controller will interact regularly with other leadership. The successful candidate will be a hands-on leader with a demonstrated track record in developing and managing teams and building solid, scalable processes and systems. This is an outstanding opportunity to be part of TruMed’s finance team and help us drive performance through exceptional growth while benefiting from great mentoring as well.
Key Responsibilities
Accounting Operations & Systems Management
- Day-to-Day Accounting Operations: Oversee day-to-day accounting operations and monthly and year-end closes. Manage accounts payable, accounts receivable, general ledger, payroll, and revenue recognition.
- Systems Optimization & NetSuite Ownership: Direct the day-to-day management, ongoing use, and optimization of NetSuite. Lead continuous system improvements, integration of additional modules/plugins, and workflow automation.
- Accounting Data & Reconciliation: Monitor all accounting data for precision and integrity. Maintain ownership of subledgers, fixed asset schedules, and comprehensive account reconciliations and analyses.
- Process Documentation: Create and maintain process documents and work instructions for all processes in the accounting department.
Financial Reporting & Technical Accounting
- Financial Statement Preparation: Prepare accurate and timely monthly and annual financial statements in accordance with U.S. GAAP.
- Operational & Stakeholder Reporting: Produce monthly management operational reports, board packages, and specialized reports as requested by management.
- Technical Accounting Policies: Develop, update, and maintain technical accounting policies and documentation across the organization.
- Revenue Assurance: Review billings, contracts, and customer agreements to ensure accurate revenue and cost recognition in compliance with accounting standards (ASC 606).
Financial Planning, Budgeting & FP&A
- Company-Wide Budgeting: Lead the annual corporate budgeting process, periodic forecasting, and long-term financial modeling in partnership with executive leadership.
- Departmental Variance Analysis: Track budget-to-actual performance across all business departments, performing detailed variance analyses and delivering actionable insights to department heads.
Treasury & Cash Management
- Cash Flow Management: Monitor daily cash balances, establish rolling cash flow forecasts, and optimize cash management strategies to support operational needs.
- Banking & Credit Relationships: Manage relationships with banking partners and financial institutions, overseeing corporate credit facilities and debt compliance.
Internal Controls, Governance & Audit
- Internal Control Framework: Design, document, implement, and enforce company-wide internal controls.
- Audit Management: Act as the primary point of contact for external auditors; plan, coordinate, and lead annual audits to ensure smooth execution and timely completion.
Tax & Regulatory Compliance
- Tax Filing & Compliance: Act as the primary point of contact for external tax preparers. Oversee the review and timely filing of sales and property tax returns.
- Regulatory Adherence: Ensure ongoing compliance with changing local, state, federal, and international tax regulations and statutory reporting requirements.
Leadership & Cross-Functional Collaboration
- Team Leadership & Development: Lead, mentor, and build a high-performing accounting team. Set performance goals, provide ongoing coaching, and promote continuous professional development.
- Cross-Functional Partnership: Partner with leaders across Sales, HR, Operations, Engineering, and Customer Support to streamline business workflows, improve data accuracy, and support strategic company initiatives.
Experience, Skills and Competencies
- BS in Accounting or related field.
- Combination of public accounting audit plus industry experience highly preferred.
- CPA preferred.
- >5 years of experience in accounting with at least 2 years in an equivalent position with responsibility for the quality and content of financial data, reporting and audit coordination.
- Supervisory experience with strong people management skills is essential.
- Software industry experience—and SaaS in particular—is preferred.
- Experience in accounting software (NetSuite strongly preferred) and Microsoft Office Suite; experience with Salesforce is a plus.
- Strong technical accounting and financial reporting skills are a must, including proficiency with ASC 842 and ASC 606.
- Recruits, trains, supervises, motivates, and develops accounting staff; manages schedules and workflow.
- Assigns duties and monitors quality of work; assures staff conforms to organizational policies and procedures and government regulations.
- Provides day-to-day guidance and oversight of subordinates; actively works to promote and recognize performance.
- Keeps up to date on overall activities of the team, identifying problem areas and taking corrective actions.
Work Environment
- All employees are expected to adhere to the TruMed Systems, Inc. Employee Handbook all times. Specifically, all employees of TruMed Systems, regardless of role, are expected to:
- Treat others with dignity and respect at all times
- Conduct themselves in an ethical manner at all times
- Support the mission and values of the company
- Comply with company’s expectations, policies, and procedures
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