Controller
About The Position
The Company Cerbo OptiMantra is a high-growth healthcare SaaS company, doing our part in the medical market to support holistic lifestyles and personalized medicine. Our software is purpose-built for functional, integrative, direct primary care (DPC), and concierge medicine practices that are actively changing how healthcare is delivered. With our recent merger, Cerbo OptiMantra has become one of the leading platforms in this rapidly growing market. Our customers are redefining the patient experience, and Cerbo OptiMantra exists to give them the technology foundation to grow, scale, and deliver better care. What You’ll Do As the Controller, you will lead and scale the accounting function in a fast-growing, PE-backed SaaS environment. This is a hands-on leadership role for someone who is technically strong, systems-minded, and energized by building scalable finance operations. You will oversee the monthly close, financial reporting, audit and tax compliance, accounting operations, internal controls, and systems transformation initiatives while modernizing the finance organization through automation and AI-enabled workflows.
Requirements
- CPA required; strong GAAP knowledge with ability to handle complex technical accounting matters
- PE-backed SaaS company experience
- Experience leading or supporting ERP implementation experience
- Demonstrated use of AI, automation, or workflow tools within finance/accounting
- FP&A or analytical project support experience
- Proven close management experience — owns the full cycle from journal entries to financial statements
- QuickBooks proficiency; experience managing and developing a bookkeeping team
- Detail-oriented with a zero-tolerance approach to inaccuracy and missed deadlines
- Process-first mindset — you document, systematize, and improve everything you touch
Responsibilities
- Lead and manage and optimize the close process
- Supervise and quality-check all bookkeeping activity, ensuring accuracy and completeness
- Review and approve journal entries, account reconciliations, and financial statements
- Maintain and enforce accounting policies in line with GAAP and technical accounting standards
- Own the audit process end-to-end — project manage external auditors and ensure timely completion
- Manage all tax filings and extension renewals, including sales tax compliance across jurisdictions
- Maintain a proactive compliance calendar so no deadline is ever missed
- Coordinate with external tax accountants and legal counsel on technical accounting matters
- Identify and implement process improvements across the accounting function
- Continue and expand automation initiatives within the finance stack
- Champion an AI-first mindset — actively evaluate tooling opportunities to drive efficiency
- Build scalable workflows that support company growth without proportional headcount increases
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
- 401k plan with matching company contribution
- Real ownership and impact in a fast-growing health tech company
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
