• Support monthly, quarterly, and annual close processes, including preparation and review of journal entries, reconciliations, and supporting schedules. • Maintain accounting for fixed assets, goodwill, intangible assets, leases, debt, and financing activities, including depreciation, amortization, and interest accruals. • Prepare and review technical accounting entries such as stock-based compensation, lease accounting (ASC 842), accrued interest, and self-insurance liabilities. • Ensure financial reporting accuracy in accordance with GAAP, company policy, and internal control standards. • Prepare audit schedules, manage documentation requests, and serve as a liaison with auditors. • Coordinate with external tax advisors on federal, state, and local tax filings, extensions, estimates, and supporting documentation. • Assist with state tax apportionment reporting and related data gathering. • Support business personal property tax filings and entity compliance activities including licenses, registrations, DBAs, and certificates of good standing. • Facilitate annual federal and state K‑1 distribution processes. • Track debt agreements, accrued interest, financing fees, and lease accounting schedules. • Maintain accounting for self-insurance liabilities including quarterly adjustments and annual true-ups. • Support insurance application preparation, renewals, and financial reporting requirements.

Join Cartwheel to help tackle the student mental health crisis! Cartwheel is an early-stage company building a new kind of mental health program for kids that puts schools at the center. We see our role as supporting school staff who see kids every single day. Instead of going around them, we collaborate with them. This means: Earlier intervention Higher student and family engagement in care Better coordination among the trusted adults in a student’s life Kids shouldn't just aspire to get out of bed and drag themselves to class. They should be able to experience joy. They deserve to envision and build a life they’re excited to live. If you join Cartwheel, you’ll help make this vision a reality for millions of students across the country. We’re backed by top investors including A Street Ventures, Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and we're looking for mission-driven teammates to join our team. ABOUT THE ROLE We’re hiring our first Controller to build a modern, scalable accounting function that will support Cartwheel’s rapid growth. As our accounting leader, you’ll build core processes from scratch, lead our ERP selection and implementation, and create the financial infrastructure we’ll rely on for audits, fundraising, and multi-state expansion. This is a true builder role — not inheriting a fully built function, but designing the systems, controls, and processes that will scale with the company. Reporting to our VP of Finance, you’ll be a key strategic partner to teams across the company—including BizOps, Data, RCM, and Operations—as we bring high-quality mental health support to students everywhere. Role type: W2, Full-Time, Salaried position Salary range: 200k cash OTE plus competitive equity package Location: Remote WHAT YOU'LL DO Build and Lead the Accounting Function 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 Lead ERP Selection and Implementation 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. Own Technical A ccounting and Audit Readiness 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 Small Team Hire a Staff Accountant shortly after onboarding. Provide mentorship, clarity, and development as the team grows. Partner Across the Business 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. WHO YOU ARE 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 Cartwheel is proud to be an equal opportunity employer. We embrace diverse backgrounds and perspectives and an inclusive work environment. We're committed to equal employment opportunity regardless of race, color, religion, ancestry, national origin, gender, sexual orientation, disability status, or veteran status. We participate in E-Verify. Please be prepared to provide acceptable documentation to verify your identity and work authorizat ion Note: Please do not contact our Care, Provider, or Patient Services lines regarding job postings or application status. These teams support our patients and families and are not involved in the hiring process. For all recruitment-related questions, please email talent@cartwheelcare.org.

About IXIS Founded in 2012, IXIS is rooted in innovative processes for data-driven customer experience and strategic planning. Our mission is to integrate and synchronize disparate data systems necessary to recalibrate and connect brands across converging media. This is a full-time, remote or hybrid position.  We offer competitive compensation packages including health, dental, short-term and long-term disability and vision insurance, 401(k) with company match, flexible work schedules, wellness plan, and exceptional growth opportunities. Overview IXIS is seeking a dynamic and experienced Corporate Controller to join our fast-growing consulting and SaaS start-up. This pivotal role will oversee the company's financial operations, ensuring accuracy and compliance while contributing to strategic financial planning and analysis. The ideal candidate has a strong foundation in accounting and finance and the agility to thrive in a start-up environment. Responsibilities Accounting Operations: Manage day-to-day accounting activities, including accounts payable, accounts receivable, payroll, and general ledger. Ensure timely and accurate month-end, quarter-end, and year-end closes. Oversee compliance with GAAP and other applicable regulations. Prepare and review financial statements and reports. Financial Planning & Analysis: Develop and maintain financial models, forecasts, and budgets. Manage cash flow and liquidity, ensuring alignment with operational needs. Provide actionable insights and recommendations to senior leadership based on financial analysis. Systems & Tools Management: Leverage and maintain QuickBooks for accounting operations. Oversee the use of Rippling (HRIS) and Maxio (recurring billing software) for seamless financial processes and reporting. Strategic Contributions: Collaborate with leadership to develop and implement financial strategies. Provide support for merger and acquisition activities, including due diligence and integration, if applicable. Work with external auditors, tax professionals, and consultants to ensure compliance and strategic alignment. Desired Skills and Experience Bachelor’s degree in Accounting, Finance, or a related field (CPA or CMA preferred). 8+ years of accounting experience, 3+ years in leadership roles. Proven experience in accounting and finance, preferably in a SaaS start-up or similar high-growth environment. Familiarity with consulting and SaaS platform industries. Hands-on experience with QuickBooks, Rippling, and Maxio (or comparable tools). Prior experience in public accounting or consulting is a plus. Merger and acquisition experience is a strong advantage. Strong understanding of financial modeling, forecasting, and cash flow management. Excellent organizational, analytical, and communication skills.

• Oversee Financial Statement Integrity • Monthly Financial Close • Detailed Financial Analysis and Reporting • Budget Management • Internal Controls Implementation • Team Management and Development • Process Optimization • Stakeholder Engagement and Communication • Audit Coordination and Support • Risk Management and Mitigation • Regulatory Compliance Monitoring • Cross-departmental Collaboration • Financial Policy Development • Accounts Reconciliation • Experience with Lease Accounting Standard ASC 842 • Support ERP buildout initiatives and perform ad-hoc analyses as requested by management • Lead and develop a growing accounting team