Controller

Overview

This role is a key in-house leadership position owning the accounting function end-to-end, while partnering with the CFO, Director of FP&A, external auditors, and an outsourced accounting partner. The organization is progressing toward progressively bringing accounting in-house as it matures.

You will lead chart of accounts design, month-end close, technical accounting, financial reporting, tax compliance, 409A valuations and equity compliance, internal controls, and audit readiness.

Responsibilities

• Operate as an accounting leader focused on business needs: design accounting processes that support both GAAP rigor and decision-making by the executive team.
• Drive and maintain the chart of accounts (COA) as a strategic asset, structured to support audit-ready GAAP reporting and FP&A needs, including analytics, segmentation (by program, channel, BU, cohort), and forecasting.
• Set and drive the monthly close standard, aiming for the fastest AI-assisted close (day 5) sustainably across AR, AP, payroll, GL, accruals, reconciliations, and intercompany.
• Lead technical accounting:
  • Ensure GAAP compliance in revenue recognition for the care model.
  • Ensure stock-based compensation accounting under ASC 718 and address all other non-routine transactions.
  • Draft robust, defensible accounting policies and memos for technical accounting issues.
• Deliver decision-grade reporting by producing monthly, quarterly, and ad-hoc financial reports that support FP&A forecasts and board narratives; use AI tooling to draft commentary, summarize variances, and accelerate analysis without compromising rigor or controls.
• Own tax compliance in partnership with an external tax firm, including:
  • Federal, state, and local filings
  • Corporate income tax, sales/use tax, payroll tax, multi-state nexus, R&D tax credits, and franchise tax
  • Manage the external tax firm relationship, calendar, and quality of results
• Lead 409A valuations and equity compliance:
  • Manage annual and event-driven 409A processes with the valuation firm
  • Coordinate with legal on equity issuances and ISO/NSO mechanics
  • Own ASC 718 stock comp expense accounting and equity-related disclosures
• Build controls and own audit readiness:
  • Design and document scalable internal controls
  • Build a SOX-ready posture
  • Prepare workpapers, manage the external auditor relationship, and support a clean audit
• Manage the operating finance layer by overseeing the outsourced accounting relationship, driving quality, SLAs, and progressive insourcing.

Requirements

• Business-first mindset: translate business needs into accounting design; partner effectively with non-finance leaders.
• 8–12 years of progressive accounting experience, including 3+ years as a Controller, Assistant Controller, or Senior Manager at a high-growth company.
• CPA (strongly preferred); equivalent technical accounting expertise will be considered.
• Big 4 audit foundation (Deloitte, EY, KPMG, or PwC strongly preferred).
• Hands-on ERP expertise with Sage Intacct or NetSuite; comfortable owning COA design, configuration, and integrations end-to-end.
• Chart of accounts design experience, including having designed or rebuilt a COA and being able to defend design choices to auditors and FP&A.
• Deep technical accounting fluency, including demonstrated experience leading conclusions on ASC 606, ASC 842, and ASC 718.
• Tax compliance experience managing federal, state, and local tax filings directly or via an external tax firm, including sales/use tax, R&D credits, multi-state nexus, and payroll tax.
• 409A and equity accounting experience:
  • Managed at least one 409A valuation cycle end-to-end
  • Own ASC 718 stock comp accounting
  • Working knowledge of Carta or an equivalent equity platform
• Healthcare or health tech context preferred (e.g., subscription/membership revenue, pharmacy economics, value-based care, or multi-state regulated services).
• Demonstrated AI fluency (e.g., Claude, ChatGPT, or equivalents) used daily to draft memos, summarize variances, accelerate research, and build internal automations, with an understanding of control implications of LLMs.
• Demonstrated close and reporting automation experience using tools such as FloQast, BlackLine, Numeric, or similar.
• Player-coach mindset: capable of being hands-on in the GL and presenting to the board.
• Crisp written communication: memos, schedules, and correspondence that are clear, well-structured, and audit-ready on the first draft.

Preferred Qualifications (Bonus Points)

• Experience leading an ERP migration or implementation.
• Experience scaling an accounting team through an outsourced-to-insourced transition.
• Familiarity with healthcare-specific revenue concepts (claims, capitation, value-based contracts).
• State/local nexus expertise in a multi-state healthcare or e-commerce business.
• M&A, carve-out, or fundraising-diligence experience.

Compensation & Benefits

• Comprehensive benefits package including health, dental, and vision insurance.
• Flexible PTO and work from home options.
• Professional development budget and support for continuing education.

Location

Remote — Full Time

Commitment to Diversity and Inclusion

The organization is committed to creating a workforce that reflects its patients and welcomes applications from people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, and foreign born residents.