Controller

Overview

This role involves leading and scaling the accounting function within a fast-growing, private equity-backed healthcare SaaS company focused on supporting holistic lifestyles and personalized medicine. The software platform serves functional, integrative, direct primary care (DPC), and concierge medicine practices.

Responsibilities

Financial Close & Reporting

• Lead, manage, and optimize the monthly close process
• Supervise and quality-check all bookkeeping activities to ensure accuracy and completeness
• Review and approve journal entries, account reconciliations, and financial statements
• Maintain and enforce accounting policies in accordance with GAAP and technical accounting standards

Compliance & Deadline Management

• Own the audit process end-to-end, including project management of external auditors to ensure timely completion
• Manage all tax filings and extension renewals, including sales tax compliance across multiple jurisdictions
• Maintain a proactive compliance calendar to avoid missed deadlines
• Coordinate with external tax accountants and legal counsel on technical accounting matters

Process Improvement & Automation

• Identify and implement process improvements across the accounting function
• Expand automation initiatives within the finance technology stack
• Champion an AI-first mindset by actively evaluating tooling opportunities to drive efficiency
• Build scalable workflows that support company growth without proportional increases in headcount

Required Skills & Qualifications

• CPA certification required
• Strong knowledge of GAAP with the ability to handle complex technical accounting matters
• Experience in a private equity-backed SaaS company environment
• Experience leading or supporting ERP implementation
• Demonstrated use of AI, automation, or workflow tools within finance or accounting functions
• Experience in FP&A or analytical project support
• Proven experience managing the full close cycle from journal entries to financial statements
• Proficiency with QuickBooks and experience managing and developing a bookkeeping team
• Detail-oriented with a zero-tolerance approach to inaccuracies and missed deadlines
• Process-first mindset with a focus on documentation, systematization, and continuous improvement

Compensation & Benefits

• Competitive compensation based on experience
• Paid time off and company holidays
• Comprehensive health, dental, and vision benefits
• Short-term and long-term disability insurance
• 401(k) plan with company matching contributions
• Opportunity for real ownership and impact in a fast-growing health technology company

Location

Atlanta, GA

Equal Opportunity Statement

The employer is an equal opportunity organization and values diversity. There is no discrimination based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.