• Oversee, manage, and enhance the close process.

• Supervise and verify all bookkeeping activities to ensure accuracy and completeness.

• Review and authorize journal entries, account reconciliations, and financial statements.

• Uphold and implement accounting policies that comply with GAAP and technical accounting standards.

• Take ownership of the audit process from start to finish — project manage external auditors and guarantee timely completion.

• Handle all tax filings and extension renewals, ensuring sales tax compliance across various jurisdictions.

• Maintain a proactive compliance calendar to ensure no deadlines are missed.

• Collaborate with external tax accountants and legal advisors on technical accounting issues.

• Identify and apply process improvements within the accounting function.

• Continue to advance automation initiatives throughout the finance stack.

• Foster an AI-first mindset — actively assess tooling opportunities to enhance efficiency.

• Develop scalable workflows that accommodate company growth without proportional increases in headcount.

• CPA certification is required; strong knowledge of GAAP with the ability to manage complex technical accounting issues.

• Experience in a PE-backed SaaS company.

• Background in leading or assisting with ERP implementation.

• Proven experience utilizing AI, automation, or workflow tools in finance/accounting.

• Experience in FP&A or providing analytical project support.

• Demonstrated expertise in managing the close process — from journal entries to financial statements.

• Proficient in QuickBooks; experience in managing and developing a bookkeeping team.

• Detail-oriented with a strict no-tolerance policy for inaccuracies and missed deadlines.

• Process-oriented mindset — you document, systematize, and enhance everything you handle.

• Competitive compensation based on experience.

• Paid Time Off and company holidays.

• Comprehensive health, dental, and vision benefits.

• Short-term and long-term disability insurance.

• 401k plan with company matching contributions.

• Genuine ownership and the chance to make an impact in a rapidly growing health tech company.

Controller

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