Assistant Controller

Assistant Controller Job Description

About OptimizeRx

OptimizeRx provides best-in-class health technology that enables care-focused engagement between life sciences organizations, healthcare providers, and patients. Connecting over 2MM U.S. healthcare providers and millions of their patients through an intelligent technology platform embedded within a proprietary omnichannel network, OptimizeRx helps manufacturers engage and support their customers.

As Assistant Controller, your primary responsibility is to oversee the SEC filing process, provide strategic guidance and contribute to financial management.

Core Responsibilities:

• Oversee and manage the preparation of forms and financial statements to be filed with the SEC and other external parties

• Ensure ongoing compliance with Term Loan rerporting requirements

• Provide advice on technical accounting issues, researching appropriate guidance, benchmarking peer disclosures, and drafting or reviewing technical accounting memos or position papers

• Partner with the external tax advisors and support preparation and review of tax returns

• Operate within the Company's SOX compliance controls in connection with the preparation of the Company's financial reporting process.

• Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, FASB, PCAOB, agencies or other regulators

• Review and analyze monthly financial results and provide recommendations for improvement

• Identify and report on potential future business, finance, and accounting matters that could impact the company's financial statements.

• Participate in Controlling functional management and strategy.

• Ensure foreign subsidiary compliance with local statutory reporting requirements and advise on any foreign location expansion

• Serve as a business advisor on accounting and reporting matters to senior leadership, providing guidance and support in connection with M&A efforts, leading the financial due diligence process.

• Other duties as assigned

Requirements:

• Bachelor's degree in Accounting or Finance, or equivalent work experience

• 10+ years of progressive accounting experience

• SEC reporting experience

• Strong communication skills

• Ability to work effectively with all levels in organization

• CPA license (active or inactive)