• Operate as a consultant within our finance team and provide ongoing controllership support to clients in a broad range of industries. • Help to organize, delegate to, and mentor teams of Cloud Accountants. • Work with an awesome team of supportive and highly experienced virtual CFOs. • Manage the activities of teams processing financial transactions, payroll and benefit administration. • Produce and review monthly and annual financial reports for management, board and stakeholders. • Manage cash effectively, providing rolling cash flow forecast updates quarterly at a minimum, or more frequently as required. • Support the management team with business analyses. • Manage relationships with audit firms for annual audit and income tax activities, and managing sales tax/employment matters in both Canada and the U.S. • Manage financial, operational, and administrative systems and policies, and recommend changes and improvements as the business grows.

• Grow and strengthen Nimbl’s ecommerce portfolio while being the technical anchor • Lead at the industry level, shaping ecommerce accounting delivery • Drive revenue growth through clearer scope and higher-value partnerships • Help Client Managers and Accounting Specialists produce client-ready financials • Connect accounting reality to business decisions and guide clients toward additional services • Own technical quality of ecommerce client financials

• 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.