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Controller
OptiMantraController leading and scaling accounting operations in a fast-growing healthcare SaaS environment. Overseeing financial close, reporting, compliance, and implementing automation solutions.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 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
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
GAAPCPAjournal entriesaccount reconciliationsfinancial statementstax complianceERP implementationFP&Aautomationbookkeeping
Soft Skills
detail-orientedprocess-first mindsetleadershipproject managementquality assurancecommunicationproblem-solvingorganizational skillsproactiveefficiency
Certifications
CPA