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Controller

Company

Coastal Medical Transportation Systems

Location

Remote or Onsite, Greater Boston Area

About the Company

Coastal Medical Transportation Systems (“Coastal” or “the Company”) is a leading provider of emergency (911) and non-emergency medical transportation across New England. Founded in 2013 and headquartered in Massachusetts, Coastal delivers 24/7 advanced life support (ALS) and basic life support (BLS) ambulance services, wheelchair and non-emergency medical transport, and event medical coverage to municipalities, hospitals, and healthcare facilities. The founder-led, Trivest-backed business completes thousands of patient transports each month and is one of the largest and fastest-growing EMS providers in the region, scaling both organically and through acquisition.

About the Role

Following its partnership with Trivest Partners, Coastal is scaling rapidly and building out a best-in-class finance and accounting function. The Company is seeking a hands-on Controller to own day-to-day accounting and financial reporting and to serve as the right hand to its incoming Chief Financial Officer. Reporting directly to the CFO, the Controller will deliver timely, accurate, GAAP-compliant financial statements; standardize the close and reconciliation processes; strengthen revenue recognition and reserve methodologies specific to EMS billing; and integrate newly acquired companies onto common systems and controls.


This is a build role. The ideal candidate is a roll-up-your-sleeves “doer and coach” who can execute the details personally while developing a growing accounting team. The Controller will be a critical partner in enabling the CFO to deliver on Trivest’s value-creation plan — and is expected to help the finance function operate cleanly and confidently from day one.

Key Responsibilities


Own the close and financial reporting

  • Execute a documented monthly close checklist and deliver an accurate close within a target of ten business days

  • Prepare GAAP-compliant monthly, quarterly, and annual fiancial statements across all entities, including consolidations and intercompany eliminations

  • Own the general ledger, journal entries, accruals, and balance sheet account reconciliations

  • Maintain and enhance the chart of accounts and accounting policies to support segmented, multi-entity reporting

  • Assist CFO in preparing capital allocation analysis regarding capex (growth vs maintenance, lease vs buy) and acquisitions (organic vs acquisition)


Strengthen revenue cycle accounting and reserves

  • Establish and maintain a defensible, data-driven methodology for net revenue recognition, contractual allowances, and bad debt reserves appropriate for third-party-payer EMS billing

  • Reconcile booked revenue to cash collections (including trip-level / cash-per-trip analysis) each month and investigate variances on a timely basis

  • Partner with the revenue cycle team and billing system (Pro EMS) to ensure accurate, timely recording of revenue and receivables


Build controls and reconciliation discipline

  • Establish and maintain a strong internal control environment and disciplined cash management controls

  • Maintain and report out to leadership on a 13-week cash flow projection

  • Perform and review timely reconciliations across the GL, subledgers, billing system, and bank accounts

  • Document accounting processes and drive automation and efficiency, leveraging the Company’s ERP (NetSuite)


Lead acquisition accounting and integration

  • Own purchase accounting and opening balance sheets for newly acquired businesses

  • Transition acquisitions onto Coastal’s banking, ERP, chart of accounts, and standard financial processes — and convert them to accrual-based accounting — on a timely basis

  • Standardize reporting outputs across all acquired entities


Deliver investor, lender, and management reporting

  • Prepare the monthly Trivest investor reporting package and support board reporting and financial analysis

  • Prepare lender reporting packages and covenant compliance calculations

  • Support due diligence preparation for new external funding sources

  • Support annual budgeting, forecasting, and KPI tracking, and provide budget-to-actual variance analysis to leadership


Manage external partners, audit, and the team

  • Manage the annual audit and tax processes and serve as the primary interface with external auditors and tax advisors (e.g., RSM)

  • Manage business insurance function, including guiding broker on renewal process

  • Serve as relationship owner for payroll, banking, insurance, and other finance/administration providers

  • Hire, manage, and develop accounting staff (e.g., senior accountant, AP) as the function scales — operating as a true player-coach

  • Lead enabling technology sourcing and implementation across the finance and accounting function

Qualifications


Must-Have Criteria

  • Education & experience: BA/BS in Accounting or Finance and 8+ years of progressive accounting experience, including 2+ years managing staff; CPA strongly preferred

  • Close & consolidation: Proven ownership of a full monthly close and preparation of GAAP-compliant, multi-entity consolidated financial statements

  • Technical accounting: Strong US GAAP knowledge, including revenue recognition and reserve/allowance methodologies; healthcare, EMS, or other third-party-payer / high-volume billing experience strongly preferred

  • Controls & reconciliations: Demonstrated reconciliation and internal-controls discipline across GL-to-subledger, billing system, and bank reconciliations

  • M&A integration: Experience integrating acquisitions — purchase accounting, system/process transitions, and standardizing reporting in a multi-entity environment

  • Systems: Hands-on ERP proficiency and advanced Excel skills; NetSuite experience a strong plus

  • PE & lender reporting: Experience producing investor, lender/covenant, and board reporting; private equity-backed company experience strongly preferred

  • Mindset: A roll-up-sleeves “doer and coach” who thrives in a fast-paced, high-growth, build-oriented environment, with unquestioned integrity and honesty

  • Location: Remote or opportunity to work onsite in Massachusetts (Greater Boston area)


Key Competencies

  • Hands-on “doer and coach” — comfortable executing the details and mentoring a growing team

  • Owner mindset – leads with transparency and accountability to deliver the outcomes the business needs

  • High attention to detail with consistent, reliable follow-through on recurring deliverables

  • Clear communicator with internal stakeholders and external partners

  • Practical problem-solver who is comfortable operating amid ambiguity and building processes from scratch

  • Technology forward thinker with experience implementing technology into labor intensive processes

  • Highly motivated, energetic, humble, and collaborative team player

Additional Information

  • Compensation: Competitive base salary commensurate with experience, plus annual performance bonus and a competitive benefits package

  • Location: Remote or onsite in Massachusetts (Greater Boston area)

  • Reports to: Chief Financial Officer

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