VP, Finance & Controller

Reports to: Chief Finance Officer
Years Experience: 10+ Years
Department: Finance
Location: Boca Raton, FL or South Florida

What is Virtual First? At BPD we believe in the balance of the digital and the physical. Our virtual first approach means that we lean into the digital connections - Slack, Zoom, e-mail - as the primary means for getting the job done. It also means that we understand the importance of in-person connection for moments of celebration, collaboration, and education in our physical offices locations in Boca Raton and Nashville. The right balance of digital and physical will vary by role. 

The Position:

BPD is seeking an experienced, personable, and detail-oriented Vice President of Finance and Controller who will oversee accounting, financial operations, monthly revenue recognition, and detailed revenue forecasting functions. This role requires an engaging leader who excels in collaboration, fosters accountability, possesses strong interpersonal skills, and brings a positive sense of humor to our growing, dynamic firm.

The Responsibilities:

Includes, but not limited to the following:

• Act as a strategic partner to executive leadership, providing insightful financial analyses and recommendations to inform critical business decisions.
• Lead, mentor, and develop a high-performing team of accounting professionals, fostering a culture of continuous improvement, accountability, and professional growth.
• Core Accounting responsibilities include:
•  Ensure accurate revenue recognition practices in compliance with GAAP (ASC 606).
• Manage and execute key accounting processes, including supporting accounting analysis and journal entries for most important line items on the P&L and Balance Sheet.
• Running month-end close process.
• Core Financial, Planning & Analysis Responsibilities include:
• Maintain detailed revenue forecasts, at the client and project levels.
• Comprehensive financial reporting, including client and project profitability, operational improvement opportunity analysis, etc.
• Effectively collaborate with cross-functional stakeholders to streamline processes, resolve financial challenges, and enhance operational efficiency.
• Lead and coordinate external audit and tax engagements, maintaining productive relationships with audit and third-party advisors.
• Ensure robust management of client contracts, billing processes, accounts receivable, payables, and cash-flow processes.
• Facilitate regular financial review meetings with internal stakeholders, ensuring transparency, understanding, and informed decision-making.

The Essentials:

• A bachelor’s degree in accounting or finance is required; a CPA designation is strongly preferred.
• 10-15+ years of relevant finance and accounting experience, including substantial leadership experience.
• Proven expertise in revenue recognition, financial forecasting, budgeting, and external audit and tax processes.
• Strong interpersonal, communication, and relationship-building skills; adept at effectively collaborating across all organizational levels.
• Exceptional leadership skills with a demonstrated ability to mentor, motivate, and develop high-performing teams.
• Advanced proficiency in Microsoft Excel and experience with ERP systems, preferably Workamajig.
• Detail-oriented with a thorough and rigorous approach to accuracy in financial reporting.
• Ability to adapt swiftly in a fast-paced environment, effectively managing multiple priorities and projects.
• Experience in marketing services, finance, or client services is preferred.
• Previous experience working with a public accounting firm is preferred.
• Prior experience within a private equity-backed organization is a plus.

The Vision:

BPD is a marketing services firm that delivers the future to healthcare’s leading brands. We provide fully integrated solutions – branding, marketing, communications and business consulting – which are technology-enabled, AI-infused, and supported by our proprietary data platform. All to ignite greatness in our clients and bring better health
to more people. Our clients range from the largest health systems to prestigious academic medical center