OptiMantra logo
OptiMantra

Practice Automation For Integrative & Wellness Practitioners

Controller

ControllerControllerFull TimeRemoteSeniorTeam 11-50Since 2011H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

72 days ago

Salary

0

Seniority

Senior

Professional CertificateEnglishERP

Job Description

Controller

OptiMantra

• 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

Job 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.

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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