Controller

• Own core processes including month-end close, reconciliations, controls, and reporting.
• Design scalable accounting policies and workflows.
• Lead the transition from outsourced accounting function to fully in-house
• Evaluate and select a modern ERP (NetSuite, Intacct, Rillit, etc.) with cross-functional partners.
• Own configuration, chart of accounts design, integrations, and process buildout.
• Establish a strong, audit-ready financial infrastructure from day one.
• Lead GAAP-compliant reporting and technical accounting decision-making.
• Prepare Cartwheel for its first (or subsequent) external audit.
• Manage documentation, controls, and alignment with auditors and internal teams
• Hire a Staff Accountant shortly after onboarding.
• Provide mentorship, clarity, and development as the team grows.
• Work with BizOps and Data to connect financial reporting to operational metrics (RCM, state P&L, revenue quality).
• Collaborate with RCM and Health Plan Ops on payer dynamics, collections, and revenue integrity.
• Support leadership with budgeting, forecasting, and board reporting.

Controller

Senior Financial Controller

Controller

Business Controller – Project Montreal

Senior Director, Assistant Controller

Director of Accounting, Controller