Finance Oakland, California


At Brown & Toland we’re the people behind the scenes who make sure our Physicians have the time and support to do what they do best- care for our members. Together, we form one of the most recognized medical groups in the California. We are 2,700+ local physicians, working in 38 cities in California, caring for more than 350,000 patients. If working with highly competent, hard-working, thoughtful clinicians who value good ideas and are passionate about reshaping healthcare excites you, then we’re thrilled to welcome you to your new career.


Job Summary & Responsibilities





Job Summary

The Corporate Controller reports directly to the CFO and  leads the financial controls strategy, accounting, treasury and payroll functions.   The Controller co-leads annual budgeting process and oversees the financial affairs of the Company to ensure the organization adheres to all legal accounting practices. The Controller maintains and improves the company's financial standing by guiding financial policies, assessing risks, determining funding opportunities, and advising on company growth investment opportunities, setting controls and managing risk across the organization.  The Controller leads the Accounting Team in supporting and collaborating with all divisions in the organization.  Provides leadership and direction to the company’s Accounting department to ensure the company’s financial priorities are supported. The Accounting Department which is responsible for the monthly accounting close process, financial reporting, budgeting, payroll, tax compliance, cash management, accounts payable, revenue/accounts receivable, payroll and reporting to health plans and the California Department of Managed Health Care (DMHC).   In addition, this role is responsible for leading and managing all financial audits. 




Essential Functions

  • Leads all aspects of the financial accounting process for Parent and BTP subsidiaries including financial reporting for management and the generation of financial statements in accordance with generally accepted accounting principles
  • Directs preparation of financial statements, business activity reports, financial position forecasts, and reports required by regulatory agencies
  • In support of the Business Development function, build financial models to forecast future performance and financial impact of planned acquisitions and entering new lines of business
  • Plans and oversees the development of internal control policies, guidelines, and procedures for activities such, but not limited to, cash and credit management, accounting and inventory control, and financial reporting
  • Ensures a proper control environment exists throughout all Brown & Toland entities
  • Advises organization’s leaders on short-term and long-term financial objectives, policies, and actions
  • Leads compliance reporting for Parent organization and all regulated entities; provides debt covenant reporting and other external reporting as required.
  • Primary owner of relationship with independent auditor
  • Continually evaluates efficiency of accounting processes and leads   optimization, consolidation, centralization and automation of accounting organization utilizing technology and other strategic initiatives
  • Ensures the organization complies with all accounting standards and practices.
  • Leads and oversees daily, monthly and quarterly cash forecasting models, including monitoring the company's risks and losses. Ensures sufficient funds are available to meet ongoing operational requirements. Includes cash position, including areas of risk, in monthly financial reporting to organization and Parent leadership; advises leadership. Evaluate the financial aspects of the business and policies to advise the board. 
  • Leads Strategic, Financial and Operational Planning and Budgeting and takes an active role in providing strategic financial input and leadership on key organizational decisions (i.e., evaluation of potential alliances acquisitions and/or mergers).
  • Provides guidance on how regulatory changes will impact the organization and ensures the organization is well positioned to respond by adjusting accounting, audit, planning, tax and treasury operations as necessary.
  • This role ensures the organization’s business risk is properly mitigated and the organization holds the proper insurance, including managing renewals This role reports to both the organization’s top financial leader as well as financial leadership in the organization’s Parent company.



Key Skills

  • Expert level knowledge of technical accounting principles, practices, and the analysis and reporting of financial data and information; ability to research and draft position papers regarding new accounting standards. Proven ability to understand and apply GAAP (Generally Accepted Accounting Principles)
  • Strong demonstrated commitment to vision and mission of the organization and commitment to a team environment analytical, and highly driven
  • Strong communication skills, assertive, focused on execution and results driven
  • Ability to thrive in a health care environment
  • Proficiency in financial systems with the ability to redesign processes and institute continuous improvement efforts
  • Excellent analytics, problem solving and  ability to provide solutions to complex matters.
  • Requires strong leadership skills, ability to manage large teams, varying types of teams and projects.  Experience with change management experience is a plus.
  • Requires technical knowledge and experience in internal controls.   
  • Proven ability to manage projects working with internal and external stakeholders





  • This role leads and manages people









  • Bachelor’s degree in Accounting or Finance


Preferred Education

  • MBA or an advance degree in Business, Management or Finance







  • 10 or more years of increasing responsibility in Accounting/Finance
  • Experience managing large teams
  • 5 years or more in a healthcare environment: e.g. health system, medical group, health plan
  • Thorough understanding of California healthcare industry, regulation, and regulators and health care finance and accounting
  • Experience leading and managing a high performing, timely, accurate and efficient monthly close
  • Treasury and cash management experience
  • Proven experience of managing audits with large external auditing firms
  • Proven experience ensuring documentation of desk procedures and finance/accounting functional area policies and procedures
  • Demonstrated experience continually improving accounting operations
  • Experience reviewing and implementing operational controls

Preferred Experience

  • Experience in Operational Budgeting, Capital Planning and Strategic planning
  • Public Accounting Experience
  • Experience with a large, multifaceted organization



Required Certifications

  • CPA or
  • CFA


Preferred Certifications

  • None


Role Competencies









Core Competencies


Senior Leader

  • Communicate with impact – speaks clearly and expresses self well in groups and in one-to-one conversations
  • Drives Employee Engagement – holds self and Team Members accountable for increasing employee engagement levels across the organization
  • Fosters Teamwork and Collaboration – Ensuring the sharing of information and best practices across the organization


Senior Leader

  • Drives a Quality Focused Culture across the organization
  • Establish Organizational Focus and Direction
  • Drives Organizational Execution – identifies obstacles impeding goal achievement and acts quickly to remove them
  • Drives the organization to deliver industry – leading customer service and satisfaction


Senior Leader

  • Demonstrates Emotional Intelligence by seeking to understand the impact of own behaviors Team Members and the organization
  • Listens carefully and attentively to Team Members, convey genuine interest
  • Champions the importance of maximizing the Physician and Network Experience


Senior Leader

  • Required Integrity and Ethical Behavior from Team Members by proactively addressing misconduct and unethical behavior
  • Demonstrates integrity in showing consistency with words and actions
  • Communicates clear standards and expectations regarding integrity and ethical behavior


Senior Leader

  • Demonstrates Visionary Thinking – Thinks broadly and long-term, recognizing the impact of decisions and actions on the entire organization and our Physicians over time
  • Drives an Innovative Culture – encourages Team Members to challenge the status quo and take well-reasoned, entrepreneurial risks
  • Sponsor and rewards new ideas that strengthen and improve the business







Work Dimensions






Level Factor

Requirement (direct from leveling guide)

Work Dimension

Scope & Impact

Participates with other senior management to establish strategic plans and objectives

Knowledge & Skill



Consistently works with abstract ideas or situations across functional areas of the business


Interactions frequently involve special skills, such as negotiating with customers or management


Directs and controls the activities of a broad functional area





Physical Requirements and Work Environment 

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


  • Activity: Sit: Continuously (more than 2/3 of the work shift)
  • Activity: Stand: Occasionally (up to 1/3 of the work shift)
  • Activity: Walk: Occasionally (up to 1/3 of the work shift)
  • Motion: Bend/Twist: Up to 1/3 of time
  • Motion: Carry/Lift: Up to 1/3 of time
  • Motion: Reach: Up to 1/3 of time
  • Motion: Squat: Up to 1/3 of time
  • Use of Hands (Left/Right): General Motor Function
  • Use of Hands (Left/Right): Precise Motor Function (Or Fine Manipulation)
  • Use of Hands: Repetitive Motion: 1/3 or more of time
  • Weight Lifted/Force Exerted: Up to 10 lbs: Up to 1/3 of time
  • Work Environment: Special visual or auditory requirements including working with a computer terminal.