
Controller
Segrera Associates, Boca Raton, FL, United States
Overview
A private equity-backed healthcare services organization is seeking a
Vice President of Finance
to serve as a key partner to the CFO and leadership team. This is a
hands-on, roll-up-your-sleeves role
blending accounting, finance, and strategic reporting in a high-growth environment.
This is
not an FP&A role —the focus is on
financial reporting, cash management, lender/investor deliverables, and managing accounting
within a PE-backed structure.
Location:
Boca Raton, FL (100% onsite)
Key Responsibilities
Private Equity & Financial Reporting
Lead
monthly, quarterly, and ad hoc reporting
for executive leadership, board, and investors
Prepare
lender reporting and debt covenant compliance
calculations
Own and refine
monthly management reporting packages (MD&A)
Deliver
benchmarking and KPI reporting
aligned with PE expectations
Cash Flow & Financial Operations
Develop and maintain
13-week cash flow forecasts
and liquidity analysis
Oversee
treasury functions , including cash management and forecasting
Support capital planning and financial visibility for leadership
Accounting & Close Partnership
Partner closely with the Controller on
month-end close and GAAP compliance
Manager
audit, tax schedules, and external CPA firm coordination
Contribute to improving
close timelines and reporting accuracy
Planning & Infrastructure
Support
budgeting and forecasting processes
Help redesign and optimize the
chart of accounts and reporting structure
Drive
process improvements and system efficiencies
(currently QuickBooks environment)
Requirements
Experience with:
Debt covenants & lender reporting
Cash flow modeling (13-week cash flow)
Board/investor reporting packages
A private equity-backed healthcare services organization is seeking a
Vice President of Finance
to serve as a key partner to the CFO and leadership team. This is a
hands-on, roll-up-your-sleeves role
blending accounting, finance, and strategic reporting in a high-growth environment.
This is
not an FP&A role —the focus is on
financial reporting, cash management, lender/investor deliverables, and managing accounting
within a PE-backed structure.
Location:
Boca Raton, FL (100% onsite)
Key Responsibilities
Private Equity & Financial Reporting
Lead
monthly, quarterly, and ad hoc reporting
for executive leadership, board, and investors
Prepare
lender reporting and debt covenant compliance
calculations
Own and refine
monthly management reporting packages (MD&A)
Deliver
benchmarking and KPI reporting
aligned with PE expectations
Cash Flow & Financial Operations
Develop and maintain
13-week cash flow forecasts
and liquidity analysis
Oversee
treasury functions , including cash management and forecasting
Support capital planning and financial visibility for leadership
Accounting & Close Partnership
Partner closely with the Controller on
month-end close and GAAP compliance
Manager
audit, tax schedules, and external CPA firm coordination
Contribute to improving
close timelines and reporting accuracy
Planning & Infrastructure
Support
budgeting and forecasting processes
Help redesign and optimize the
chart of accounts and reporting structure
Drive
process improvements and system efficiencies
(currently QuickBooks environment)
Requirements
Experience with:
Debt covenants & lender reporting
Cash flow modeling (13-week cash flow)
Board/investor reporting packages