• Lead and develop a high-performing accounting team with three direct reports across close, audit, and tax. • Set clear goals, establish accountability, and drive follow-through so commitments translate into timely, high-quality outcomes. • Prioritize the most critical projects and initiatives, sequencing work to deliver results at a sustainable pace with clear ownership. • Provide regular coaching, feedback, and career development, building bench strength and succession for key controllership roles. • Foster a culture of ownership, continuous improvement, and transparent communication within the controllership team and with cross-functional partners. • Model calm, solutions-oriented leadership during peak periods (e.g., close, audits) to maintain quality without burning out the team. • Provide strategic leadership and oversight of the procurement function within Finance, ensuring contracting processes are efficient, compliant, and aligned with company priorities. • Mature procurement processes, policies, and controls across both administrative and strategic spend, in partnership with Legal, FP&A, Security, and business leaders. • Proactively review and challenge proposed contracts and renewals to ensure Included Health’s contracting strategy is commercially smart, appropriately manages risk (including data/privacy and regulatory risk), and supports evolving business needs. • Establish clear spend governance, approval thresholds, and performance metrics for key vendors to drive value and accountability. • Lead and support the Assistant Controller with the monthly, quarterly, and annual close processes, ensuring accurate and timely U.S. GAAP financial statements. • Partner with FP&A to reconcile results, explain variances, and ensure alignment between actuals, forecast, and plan. • Ensure high-quality revenue recognition and related reserves for healthcare arrangements (including value-based care and risk-bearing contracts). • Lead the preparation of clear, consistent financial commentary and reporting packages for internal and external stakeholders (e.g., executive leadership, Board/Audit Committee, investors/lenders), highlighting key drivers, trends, risks, and opportunities. • Serve as the primary liaison and relationship owner with external auditors, managing audit timelines, deliverables, fee discussions, and issue resolution. • Oversee preparation of audit schedules and technical accounting memos; ensure compliance with evolving U.S. GAAP and other relevant standards. • Evaluate and document accounting positions on complex or non-routine transactions and new business initiatives, including healthcare-specific arrangements (e.g., revenue-sharing, capitation, and risk arrangements), leveraging internal and external expertise as needed. • Align on audit scope, materiality, and key risk areas to drive an efficient, risk-focused audit process. • Ensure timely communication of significant audit findings, remediation plans, and control implications to executive leadership and the Audit Committee.

• Own and run the full monthly, quarterly, and annual close process from start to finish, ensuring accuracy, timeliness, and consistency • Oversee general ledger, revenue recognition (ASC 606), payroll, AP/AR, accruals, and reconciliations • Prepare and review monthly financial statements, variance analyses, and management reporting • Ensure compliance with GAAP, internal controls, and PE reporting requirements • Manage and optimize accounting processes within Sage Intacct, including system improvements and automation • Serve as the primary point of contact for external auditors and tax advisors • Support budgeting and forecasting • Lead, mentor, and develop the accounting team (as applicable) • Support international accounting operations, including multi-entity, multi-currency environments (if applicable) • Assist with M&A integration, system conversions, and process scaling as the business grows

• Lead post-acquisition financial integrations, partnering directly with newly acquired businesses • Own chart of accounts mapping and alignment across entities • Prepare and support opening balance sheets for each acquisition • Lead system cutovers and ERP onboarding • Drive month-end close improvements and standardization across portfolio companies • Identify and remediate legacy accounting issues and process gaps at acquired businesses • Assist in preparing purchase price allocation (PPA) schedules, including fair value adjustments and opening balance sheet entries • Develop expertise in ASC 805 (purchase accounting) — no prior experience required, but willingness to learn is essential • Partner cross-functionally with deal, diligence, and accounting teams to ensure seamless integrations

Role Description We are looking for an intelligent, reliable, and highly detailed person to own our financial operations. This is a remote, full-time role for someone who wants stability and enjoys solving challenges within a fast-paced environment. We need a “Rockstar” who is an expert in AppFolio and QuickBooks Online and can hit the ground running without training. What You Will Do - High-Level Financial Management (The “Controller” Brain) - Financial Review: Analyze financial statements, fix mapping errors, and ensure the General Ledger (GL) is 100% correct. - Compliance & Audits: Manage 1099s, W2s, and insurance audits. - Budgeting: Create regular budgets and track "actual vs. budget" spending to help the company scale. - Judgment Calls: Provide expert answers to difficult financial questions and create Financial SOPs (Standard Operating Procedures). - Specialized AP: Pay property taxes, FTB withholdings, and mortgages accurately and on time. - Daily Property & Corporate Tasks (The “Expert” Hands) - AppFolio Mastery: Perform tenant ledger corrections, oversee security deposit refunds and move-out accounting, and correct property GL errors. - QuickBooks Operations: Cut hard checks, enter time-sensitive bills, and manage corporate Accounts Payable (AP) and reimbursements. - Payments: Process time-sensitive vendor payments and calculate complex commissions (Lease, BDM, and internal brokerage commissions). - Communication: Respond to financial inquiries from owners, vendors, and property managers with professional English. - Onboarding: Manage vendor onboarding, including collecting W9s and COIs. - Specialized Real Estate Accounting - Tenant Actions: Review and approve tenant credits and reversals, and prorated utility bills. - Complex Calculations: Handle RUBS (Ratio Utility Billing Systems), CAM (Common Area Maintenance) reconciliations, and Section 8 owner accounting. - Owner Services: Send monthly owner statements and lead utility start/stop services and prorated billing. Qualifications - Expert Knowledge: 7+ years of accounting with deep experience in California Property Trust Accounting laws. - Software Pro: You must be a "Power User" of AppFolio and QuickBooks Online. - Reliable: You are a person of high integrity who meets every deadline without being reminded. - Collaborative: You enjoy helping property managers and answering technical questions clearly. - Detail-Oriented: You take pride in finding and fixing small errors before anyone else sees them. - Language & Communication: Excellent written and spoken English is required. Candidates based in Mexico, Central America, or South America are strongly encouraged to apply; candidates from other regions are welcome if their accounting expertise and English proficiency are outstanding. Requirements - Pay: $23–$26 per hour, commensurate with experience. - Location: Fully remote. We are primarily seeking candidates in Mexico, Central America, or South America, but are open to exceptional candidates globally. - Schedule: Full-time, must work PST hours. Benefits - Work Independently: No micromanagement and no office drama. - Stability: A long-term role with a company that values your hard work. - Direct Impact: Your work directly supports the success and growth of the entire company. - Fair Rewards: Competitive pay and paid time off for an expert-level professional. Company Description We are committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.