Close, controls, and technical accounting

• The monthly, quarterly, and annual close, executed personally — journal entries, accruals, reconciliations, flux analysis — on a five-business-day close calendar
• Accurate, timely financial statements under U.S. GAAP
• Revenue recognition under ASC 606 across device sales, placed equipment, subscription, and service, including multi-element arrangements; ASC 842 lease accounting as appropriate
• Inventory and COGS — standard costs, cycle counts, reserves, and accounting for units in the field
• Balance sheet — subledgers, fixed assets, prepaids, accruals, and deferred revenue — reconciled and supportable every month
• Internal controls proportionate to our size

Cash and treasury

• The 13-week rolling cash forecast — updated weekly and accurate enough for the board to act on
• AR collections, AP timing, and working capital, with the goal of driving cash conversion cycle improvements
• Day-to-day banking, covenant compliance, lender reporting, and supporting schedules for capital and investor-related discussions

Systems and automation

• Functional ownership of NetSuite — configuring, improving, and extending it directly
• A prioritized plan to eliminate manual workarounds and side spreadsheets, sequenced by effort and impact, so bank feeds, AP workflow, billing, revenue and inventory postings, subledger integration, and standard reporting run inside NetSuite instead of Excel
• The integrations between NetSuite and Salesforce, banking, payroll, and expense systems

Analysis and reporting

• The monthly management reporting package and financial board materials, combining operating KPIs with financial statements on a cadence leadership can use to run the business
• The annual budget and rolling forecast — build the model, drive department heads to their numbers, and consolidate; targets are set with the Executive Chairman
• Fast-turnaround ad hoc analysis — gross margin by product line, unit economics, pricing, customer and product profitability, departmental spend, and pro forma modeling

Compliance

• Primary contact for external auditors, leading the annual audit from your first full cycle forward
• External tax preparers across income, sales, and property tax; state registrations and statutory filings kept current

• 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.

• Active CPA. If your license is currently inactive, we are open to candidates who are willing to reactivate it
• 8+ years in accounting, including at least 3 years as a Controller, Assistant Controller, or hands-on Accounting Manager where you personally executed the close rather than supervising it
• Physical product accounting. Inventory, COGS, and standard costing in a company that ships hardware, including units deployed in the field
• ASC 606 in a multi-element environment (hardware plus subscription plus service)
• Recent experience in a lean finance organization. If you are coming from a larger company, you should have operated without a shared-services infrastructure behind you

How we expect you to work

• Ownership. You own the numbers and the systems that produce them
• Initiative. You find better ways of working and act proactively for continuous improvement
• Company first. Healthy debate is expected, centered around what is best for the company
• Customers. We keep the customer impact visible in finance decisions, from billing accuracy to product availability and reliable reporting
• Judgment about speed. Fast and directionally right on analysis; slow and exactly right on the ledger
• Comfort in the detail. You would rather reconcile the account yourself than ask who did

• 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