Controller

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of key processes such as month-end close, reconciliations, controls, and reporting.

• Create scalable accounting policies and workflows.

• Guide the shift from an outsourced accounting function to a fully in-house model.

• Assess and choose a contemporary ERP system (NetSuite, Intacct, Rillit, etc.) in collaboration with cross-functional partners.

• Manage the configuration, design of the chart of accounts, integrations, and process development.

• Establish a robust, audit-ready financial framework from day one.

• Lead GAAP-compliant reporting and make informed technical accounting decisions.

• Prepare Cartwheel for its initial (or subsequent) external audit.

• Oversee documentation, controls, and coordination with auditors and internal teams.

• Recruit a Staff Accountant shortly after the onboarding process.

• Offer mentorship, clarity, and professional development as the team expands.

• Collaborate with BizOps and Data to link financial reporting with operational metrics (RCM, state P&L, revenue quality).

• Partner with RCM and Health Plan Ops on payer dynamics, collections, and revenue integrity.

• Assist leadership with budgeting, forecasting, and board reporting.

⛳️ Requirements

• You possess a solid foundation in GAAP and have a keen interest in modern tools and automation (including AI), eager to utilize technology for enhancing accounting efficiency and insights.

• You have managed or led an external audit from start to finish (planning, PBC coordination, auditor management, remediation), and are confident in audit-ready settings.

• You have played a significant role in the selection and implementation of ERP systems, covering requirements gathering, system configuration, chart of accounts design, testing, and post-go-live operations.

• You have developed or notably scaled accounting processes and workflows, adopting a builder’s mindset to create structure in previously unorganized environments.

• You have experience in healthcare or payer-intensive settings (such as behavioral health, Medicaid, fee-for-service, or similar), and understand the complexities of bad debt, reimbursement, and revenue cycle management.

• You link everyday accounting operations to larger business outcomes and know how to prioritize effectively in a fast-paced atmosphere.

• You communicate effectively with non-financial partners, simplifying complex financial topics into understandable insights and fostering trust across teams.

• You have hired, managed, or mentored accounting professionals and understand how to nurture talent while upholding high standards for quality.

• You excel in early-stage, uncertain environments, enjoy hands-on work, and can advance tasks without a perfect playbook.

🏝️ Benefits

• Competitive compensation and a significant equity ownership stake in Cartwheel.

• Comprehensive PPO medical, vision, dental, and orthodontic coverage.

• Unlimited and flexible PTO in addition to federal holidays.

• Paid parental leave.

• Life Insurance.

• 401K plan with employer match.

• Flexible and remote work arrangement with regular in-person retreats.

• Annual learning stipend.

• Company-provided laptop.