Assistant Financial Controller

Clinically AI • San Diego, CA

3d • $90,000 - $130,000

About The Position

Assistant Financial Controller – Clinically AI About Clinically AI Clinically AI is redefining how behavioral health and long-term care organizations work by delivering an intelligence layer that automates documentation, auditing, and operational workflows at scale. Our platform already creates immense value, saving thousands of hours for clinicians and strengthening sustainability for providers serving some of the nation’s most vulnerable communities. We’re expanding rapidly and engineering our way through some of the hardest problems in healthcare and AI governance. As our Assistant Financial Controller , you’ll sit at the center of this mission: owning the accounting foundation that enables scale, forecasting confidence, and enterprise readiness. This is a career-defining opportunity to build a world-class finance backbone, improve financial visibility for the executive team, and grow your scope and seniority as the company scales. Role Overview This role will be the owner of our accounting engine and financial operating rhythm.

Requirements

• 5+ years of progressive accounting experience, ideally in SaaS or recurring-revenue businesses
• Deep understanding of GAAP-based accounting for SaaS , including revenue recognition (ASC 606)
• Direct ownership of AP and AR operations, including invoicing, collections, and vendor management
• Strong working knowledge of Stripe (payments, refunds, disputes, fees, payouts) and how it ties to financial reporting
• Strong QuickBooks experience ( QuickBooks Online preferred ) with full GL ownership
• Experience managing revenue recognition automation tools/vendors (required) and validating outputs for accuracy
• Strong forecasting skills: cash forecasting, burn/runway visibility, and operating forecast support
• Advanced Excel and Google Sheets capabilities (models, schedules, reconciliations, roll-forwards)

Nice To Haves

• CPA and/or public accounting background
• Experience improving/implementing billing + finance automation workflows (collections tooling, AP automation, close tooling)
• Experience preparing for or supporting audits, SOC 2 evidence requests, and enterprise customer financial due diligence
• Experience scaling finance at a high-growth startup (e.g., $3M → $10M+)

Responsibilities

• Own end-to-end accounting operations: AP, AR, close, and financial reporting
• Ensure GAAP-based SaaS accounting , including revenue recognition (ASC 606) , is accurate, repeatable, and supported by strong documentation
• Oversee Stripe and billing workflows to ensure clean contract-to-cash operations and accurate data flowing into accounting systems
• Manage and oversee revenue recognition automation tools and vendors , ensuring outputs are accurate, explainable, and correctly reflected in the GL
• Operate and improve our accounting systems ( QuickBooks ) and finance processes, building scalable controls and documentation
• Build forecasting and financial planning rhythms that give leadership clear visibility into cash, runway, and operating performance
• Partner cross-functionally with Sales, Implementation, Support, and Leadership to ensure contracts, billing, and reporting are aligned and audit-ready
• Own monthly, quarterly, and year-end close: journal entries, accruals, reconciliations , and financial statement preparation
• Maintain accurate GAAP financials ( P&L, Balance Sheet, Cash Flow ) and supporting schedules
• Build and maintain structured close checklists , standard operating procedures, and documentation to ensure consistency
• Own account reconciliations across cash, credit cards, prepaid expenses, accruals, deferred revenue , and other key balance sheet accounts
• Run Accounts Payable end-to-end: vendor onboarding, approvals, coding, payment runs, and aging management
• Run Accounts Receivable end-to-end: invoicing, collections, credits/refunds, dispute resolution, and aging reporting
• Improve collections processes and visibility so leadership can accurately predict cash timing and reduce leakage
• Ensure billing and invoicing align to customer contracts, pricing terms, renewals, and proration logic
• Maintain strong operational understanding of Stripe activity (payments, refunds, chargebacks/disputes, fees, payouts) and how it maps into accounting
• Monitor and validate that Stripe data flows correctly into financial systems and reconciles properly during close
• Partner with Ops/Sales to ensure pricing, invoicing, and billing configuration align with finance requirements and customer contracts
• Identify exceptions, leakage, or process gaps and drive fixes (workflows, controls, vendor escalation, documentation)
• Own revenue recognition for SaaS under ASC 606 , including performance obligation assessment, timing, and treatment of discounts, multi-year agreements, and implementation/professional services where applicable
• Manage and oversee revenue recognition automation tools and vendors (required), including: Ensuring accurate revenue schedules, deferred revenue roll-forwards, and correct treatment of contract terms Reviewing outputs for reasonableness, investigating anomalies, and documenting conclusions Coordinating tool configuration changes and vendor support to maintain accuracy as pricing/packaging evolves
• Partner with Sales and Operations to ensure contract structure and invoicing reflect proper revenue recognition treatment
• Maintain clear, defensible documentation for revenue policies, judgments, and contract accounting decisions
• Build and maintain forecasting models and reporting rhythms that leadership can trust
• Deliver monthly reporting packages with variance explanations and clear insights, not just numbers
• Improve visibility into key SaaS drivers (revenue by segment, deferred revenue movement, gross margin drivers, churn-related inputs as available)
• Support executive decision-making with ad hoc analysis, spend controls, and financial guardrails as we scale
• Build and improve internal controls , approval workflows, and accounting policies as the company grows
• Coordinate with external partners (CPA firm, tax, payroll, future audit support) and ensure clean documentation and readiness
• Support enterprise customer finance requirements (vendor onboarding questionnaires, audit requests, proof of financial controls as needed)
• Help create a finance foundation that supports future audit readiness and scale (processes, documentation, repeatability)

Benefits

• Equity: Stock options in a profitable, fast-growing company
• Time Off: Unlimited PTO
• Health: Medical, dental, and vision coverage
• Retirement: 401(k) with company match plus Roth option
• Work Environment: Modern, collaborative office and a cohesive team culture focused on impact, learning, and building something meaningful in behavioral health

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed