Role Description The Managing Director of Accounting leads CBED’s accounting function and is responsible for the integrity, accuracy, and reliability of the organization’s financial records and reporting. Reporting directly to the Chief Financial & Administrative Officer (CFAO), this role serves as the organization’s senior accounting leader, with full ownership of the monthly close, financial statements, internal controls, and audit process. This is a hands-on leadership role that combines technical accounting expertise with operational discipline and team oversight. The Managing Director is responsible for establishing and maintaining strong accounting processes, ensuring compliance with nonprofit accounting standards, and building a scalable accounting infrastructure to support the organization’s continued growth. The Managing Director directly supervises the accounting staff and works closely with external auditors, financial partners, and internal leadership to ensure accurate reporting and strong financial governance. This role owns the accounting function end-to-end, including financial reporting, internal controls, audit readiness, and the monthly close process. Core Accountabilities - Accounting Leadership & Financial Reporting: - Lead and manage the accounting function, ensuring accuracy, completeness, and timeliness of all financial reporting. - Own the preparation and delivery of monthly, quarterly, and annual financial statements. - Ensure all financial reporting aligns with GAAP and nonprofit accounting standards (ASC 958). - Maintain integrity of the general ledger and chart of accounts. - Monthly Close & Operational Discipline: - Own and lead the monthly close process, including timelines, deliverables, and review of all accounting outputs. - Ensure a consistent, timely, and well-documented close process. - Review journal entries, reconciliations, and supporting schedules prepared by the accounting staff. - Identify and resolve discrepancies, errors, or unusual financial activity. - Internal Controls & Compliance: - Design, implement, and maintain a strong internal control environment across all accounting processes. - Establish and enforce accounting policies and procedures. - Ensure compliance with internal controls, regulatory requirements, and organizational policies. - Identify control gaps and implement improvements to mitigate risk. - Audit Leadership & External Relationships: - Lead the annual audit process and serve as the primary liaison with external auditors. - Prepare and review audit schedules, documentation, and financial statements. - Ensure audit readiness throughout the year. - Address audit findings and implement corrective actions as needed. - Restricted Funds & Nonprofit Accounting: - Oversee accounting for restricted and unrestricted funds, ensuring proper classification and reporting. - Ensure accurate tracking and reporting of grants, contracts, and program-related funding. - Maintain compliance with donor restrictions and reporting requirements. - Systems & Process Improvement: - Lead continuous improvement of accounting systems, workflows, and processes. - Identify opportunities for automation and increased efficiency. - Ensure accounting systems support accurate reporting and operational needs. - Partner with the CFAO on system enhancements and integration across functions. - Team Leadership & Cross-Functional Collaboration: - Directly supervise the accounting staff, providing oversight, coaching, and performance management. - Establish clear expectations, workflows, and accountability within the accounting function. - Partner with Finance, Programs, and Development teams to ensure alignment between financial reporting and operational activity. - Support leadership and board reporting through accurate and timely financial data. - Other work requirements: - Must have access to a dedicated workspace, phone, and internet access. - This position may require occasional travel for meetings, events, and conferences. - Perform additional duties as assigned to support CBED’s mission and organizational priorities. Qualifications - Bachelor’s degree in Accounting, Finance, or related field required; CPA strongly preferred. - Minimum of 8–12 years of progressive accounting experience, including leadership roles. - Strong experience in nonprofit accounting, including fund accounting and restricted funds management. - Deep understanding of GAAP and financial reporting standards (ASC 958 preferred). - Proven experience leading monthly close processes and external audits. - Experience designing and implementing internal controls and accounting policies. - Strong attention to detail and ability to manage complex financial data. - Experience supervising and developing accounting staff. - Proficiency with accounting systems and advanced Excel skills. - Strong communication skills and ability to work cross-functionally. - Demonstrated alignment with CBED’s mission and commitment to equity and educational justice. Benefits - Comprehensive benefits package, including health, dental, and vision coverage. - Generous paid time off and organizational holidays. - Remote work environment with a mission-driven team.

• Lead all aspects of the accounting function, including general ledger, accounts payable, accounts receivable, payroll, and revenue recognition • Own and manage the monthly, quarterly, and year end close processes, ensuring timely and accurate financial reporting on a monthly basis • Prepare and review financial statements in accordance with GAAP • Maintain internal controls and accounting policies • Ensure appropriate accounting treatment for healthcare specific revenue streams, including risk adjustment, value based care arrangements, and provider services • Partner closely with the SVP of Finance on financial strategy, reporting, and operational initiatives • Support budgeting and forecasting processes in collaboration with FP&A • Manage external audits and coordinate with auditors to ensure efficient and successful audit outcomes • Monitor cash flow, working capital, and key financial metrics • Evaluate and enhance accounting systems, tools, and processes to improve efficiency and scalability • Support due diligence and integration efforts related to growth initiatives, including acquisitions or partnerships • Build, mentor, and develop a high performing accounting team

• You build structured contribution-margin analyses and continuously enhance them. • You analyze profitability by channel (D2C, Amazon, Retail), country and product, making differences visible and actionable. • You identify growth drivers and margin risks and derive concrete recommendations for action. • You support pricing and marketing-efficiency analyses and provide the business with data-driven guidance. • You develop management KPI frameworks—clear, consistent, and aligned with our growth targets. • You build dashboards and reports that are actually used and easy to understand for all stakeholders. • You maintain and further develop our performance-reporting structures, ensuring data consistency and quality. • You act as a close business partner to Marketing and Sales, understanding their business and speaking their language. • You support campaigns, product launches, and channel decisions with reliable numbers and analyses. • You prepare decision papers for management—precise, understandable, and action-oriented. • You bring Finance closer to the business and ensure that numbers are not merely reported but used to generate value. • You actively contribute to the development of our controlling processes and BI tools. • You support the fast-close initiative and help make performance figures available sooner. • You contribute to our finance project roadmap and actively help shape it.

Vatica Health is seeking an experienced and hands-on Controller to lead the company’s accounting operations during a period of continued growth and innovation. Reporting to the SVP of Finance, this role will be responsible for ensuring the accuracy and integrity of financial reporting, strengthening internal controls, and scaling accounting processes to support a multi-state, provider-facing organization.  The ideal candidate brings a strong technical accounting background, experience in healthcare services and/or healthcare technology, and a track record of building efficient, scalable processes in a fast-paced environment.  Responsibilities:   - Lead all aspects of the accounting function, including general ledger, accounts payable, accounts receivable, payroll, and revenue recognition  - Own and manage the monthly, quarterly, and yearend close processes, ensuring timely and accurate financial reporting on a monthly basis  - Prepare and review financial statements in accordance with GAAP  - Maintain internal controls and accounting policies  - Ensure appropriate accounting treatment for healthcare specific revenue streams, including risk adjustment, value based care arrangements, and provider services  - Partner closely with the SVP of Finance on financial strategy, reporting, and operational initiatives  - Support budgeting and forecasting processes in collaboration with FP&A  - Manage external audits and coordinate with auditors to ensure efficient and successful audit outcomes  - Monitor cash flow, working capital, and key financial metrics  - Evaluate and enhance accounting systems, tools, and processes to improve efficiency and scalability  - Support due diligence and integration efforts related to growth initiatives, including acquisitions or partnerships  - Build, mentor, and develop a high performing accounting team