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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- You have a strong GAAP foundation and you are curious about modern tools/automation (including AI) and are excited about leveraging technology to make accounting more efficient and insightful.
- You have owned or led an external audit end-to-end (planning, PBC coordination, auditor management, remediation), and are confident operating in audit-ready environments.
- You’ve played a meaningful role in ERP selection and implementation — including requirements gathering, system configuration, chart of accounts design, testing, and post–go-live operations.
- You’ve built or significantly scaled accounting processes and workflows, bringing a builder’s mindset to creating structure where none exists.
- You have experience in healthcare or payer-heavy environments (behavioral health, Medicaid, fee-for-service, or similar), and understand the nuances of bad debt, reimbursement, and revenue cycle complexity.
- You connect day-to-day accounting operations to broader business outcomes and know how to prioritize effectively in a fast-paced environment.
- You communicate clearly with non-finance partners, translating complex financial topics into accessible insights and building trust across teams.
- You’ve hired, managed, or mentored accounting talent and know how to develop people while maintaining a high bar for quality.
- You thrive in early-stage, ambiguous environments, enjoy rolling up your sleeves, and can move work forward without a perfect playbook.
Benefits
Comp & perks- Competitive compensation and meaningful equity ownership stake in Cartwheel
- Generous PPO medical, vision, dental and ortho coverage
- Unlimited/flexible PTO plus federal holidays
- Paid parental leave
- Life Insurance
- 401K with employer match
- Flexible and remote role with regular in-person retreats
- Annual learning stipend
- Laptop
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
GAAPERP selectionsystem configurationchart of accounts designfinancial reportingmonth-end closereconciliationsaudit managementbudgetingforecasting
Soft Skills
mentorshipcommunicationleadershipcollaborationproblem-solvingadaptabilityprioritizationinsightful thinkingteam developmentbuilder's mindset