Role Description We are looking for a highly driven and detail-oriented finance professional to lead financial reporting, accounting operations, cost control, compliance, and business finance activities. The role requires strong analytical capabilities, hands-on experience in managing finance operations in a fast-paced environment, and the ability to partner with cross-functional teams to drive operational and financial efficiency. Qualifications - CA with 7 years of experience Requirements - Oversee end-to-end accounting operations including AP, AR, GL, payroll, and month-end/year-end closing. - Prepare accurate monthly and annual financial statements in compliance with applicable accounting standards. - Ensure timely MIS pack sharing and reporting with the MIS team with detailed analysis on expenses. - Monitor working capital, cash flow, and liquidity requirements. - Ensure timely updates of all Balance Sheet and PL schedules. - Design and strengthen financial controls, SOPs, and audit mechanisms. - Ensure compliance with GST, TDS, Income Tax, Companies Act, and other regulatory requirements. - Coordinate with statutory auditors, internal auditors, consultants, and tax advisors. - Ensure proper documentation and compliance for vendor payments and procurement cycles. - Partner with operations, procurement, supply chain, and business teams for decision-making and process implementations and adherence. - Lead and mentor the finance and accounts team. - Establish performance goals and drive process improvements through automation and system enhancements. Benefits - Strong knowledge of accounting principles, financial controls, and taxation. - Strong analytical and problem-solving skills. - Proficiency in ERP/accounting software such as SAP, Oracle, NetSuite, Tally, Zoho, or Microsoft Dynamics. - Advanced Excel and MIS reporting capabilities. - Ability to work in a fast-paced, multi-unit operational environment. Industry Preference - Fintech - Financial services - Any exchanges

Title: Controller Location: New York City, NY, / FL, VA, NY, NJ MO or TX. Work Type:Remote, Hybrid, Job Description: Greenbrook Medical is building the new standard in primary care. We deliver high-touch, relationship-based care through neighborhood clinics, grounded in a simple belief that every senior deserves the kind of care we would want for our own families. Our model emphasizes time with patients, coordination, and a personalized approach that improves outcomes while lowering total cost of care. Rooted in Tampa Bay, our partnership with Tampa General Hospital has supported our growth as we expand across the region. Backed by strong unit economics, experienced operators, and a clear playbook, Greenbrook is entering its next phase of growth. We are looking for builders and operators who want to help scale a platform designed to deliver better care, better coordination, and better outcomes for seniors About the Role As our Controller, you will be the financial backbone of a fast-scaling, multi-clinic healthcare organization. This is a hands-on leadership role where you will build and own the accounting and financial operations infrastructure that supports everything we do in the field. You will report to our Vice President of Finance, serving as a trusted partner responsible for ensuring financial accuracy, operational control, and scalable systems as we expand. This is not a back-office reporting role, it is a build-and-scale leadership role. You will upgrade and build upon the financial foundation that allows our clinicians, operators, and leaders to move faster with confidence. You will also work closely with our VP of Finance to ensure seamless alignment between financial strategy and operational execution, but your core focus is building a world-class financial operating system. If you enjoy bringing order to complexity, building systems that last, and making sure every dollar in a growing organization is accounted for and well-managed, this role is for you. Location: New York City strongly preferred (Hybrid). Open to remote candidates in FL, VA, NY, NJ MO or TX Key Responsibilities Financial Operations & Accounting Oversight - Own monthly close process - Ensure accuracy of financial statements, reconciliations, and reporting integrity. - Manage external accounting relationships and improve close timelines, accuracy, and automation. - Maintain internal controls, audit readiness, and financial compliance. Bookkeeping & Tax Management - Oversee bookkeeping accuracy, chart of accounts structure, and financial record integrity. - Manage tax preparation workflow (in partnership with external tax providers). - Ensure timely filing of required state and federal obligations. Spend Management & Financial Controls - Own operational spend governance: - Budget tracking and enforcement - Hiring plan / headcount plan - Credit card provisioning, controls, and policies - Vendor onboarding and management - Receipt tracking and expense compliance - Implement cost control processes and improve financial discipline across teams. Financial Operations - Ensure accuracy and compliance of payroll processing, benefits administration, state tax filings, corporate insurance administration - Serve as an operational control point for vendor-managed financial/HR processes. Managed Care Financial Operations - Risk Contract Financial Operations - Contestations (submission, tracking, resolution) - Cost reallocations (accuracy, submission, follow-up) - Stop-loss administration (monitoring, submissions, recovery tracking) - Reserve fund tracking and reconciliation - Maintain operational dashboards for risk contract activity and financial exposure. - Track claims requiring correction, escalation, or reallocation. - Ensure timely submission and follow-up on payer disputes and recoveries. - Maintain structured logs of contestations, recoveries, and resolution outcomes. - Managed Care Reporting & Data Integrity - Produce recurring operational reports on: claims trends, stop-loss exposure and recoveries, financial variances in risk contracts - Ensure data accuracy feeding into FP&A models. - Own day-to-day execution and tracking of: - Claims, Recoveries & Payer Operations: - Incentive & Bonus Administration: Administer metrics bonuses and commission calculations. - HEDIS & Revenue Operations Support: Track HEDIS-related revenue inputs and payment confirmations. Identify variances between expected vs actual payer payments. Coordinate with clinical and revenue teams to ensure accurate reporting. FP&A - Build and maintain annual and rolling budgets in partnership with the VP Finance and CEO - Own reporting and analysis of Budget vs Actual performance, including variance tracking and narrative insights - Develop and maintain core business performance models to support decision-making (e.g., CAC, panel growth curves, panel J-curves, site ramp economics) - Support scenario planning and sensitivity analyses to inform growth, hiring, and capital allocation decisions Accountabilities - Accuracy and timeliness of monthly financial close - Integrity of managed care operational financial data - Effective execution of spend controls and compliance - Timely recovery of stop-loss, contestations, and reallocation funds - Reliable execution of payroll, benefits, and tax operational oversight (via vendors) - Ensure accurate, timely, and consistent FP&A reporting that enables leadership to understand performance against plan and make informed operating decisions. About You - Experience: - 8-12 years of accounting and financial operations experience across corporate or multi-entity environments. - 3-5 years owning or leading core accounting functions such as close, reporting, audits, and reconciliations. - Experience managing outsourced finance functions (bookkeeping, payroll, tax, benefits) in a structured environment. - Exposure to healthcare, MSO, or value-based care environments is helpful but not required. - Experience building scalable finance processes in a startup or high-growth company preferred. - Skills: - Strong technical accounting capability (close process, reconciliations, financial reporting accuracy). - Operational rigor in building systems, controls, and repeatable processes. - Ability to manage vendors and outsourced partners with clear accountability. - High attention to detail with strong execution discipline in deadlines and compliance. - Comfortable working in structured ambiguity and creating order from evolving processes. - Clear communication with internal stakeholders on financial reporting and spend discipline. - Values: You embody our core values of Heart, Excellence, Accountability, Resilience, and Teamwork. Why You Should be Excited - Innovation: Be part of an innovative clinic setting the standard for senior-focused primary care. Work in a supportive, patient-first environment that values quality care. - Impact: Be part of a mission-driven team focused on transforming healthcare for underserved seniors. - Growth: We’re building more than a company - we’re building careers. As we grow, we’re creating meaningful opportunities for you to expand your skills, take on new challenges, and shape your path forward. - Compensation & Benefits: Competitive base salary and performance-based bonus, paid time off, health, dental and vision benefits, and 401K with a company match.

Role Description We’re looking for an experienced Finance Controller to take ownership of the day-to-day financial operations across the Client’s portfolio. This is a senior, autonomous role suited to someone who can manage the books end-to-end, liaise with external accountants at tax time, and bring genuine rigour to financial reporting and revenue management. In addition, this role will play a strategic finance function by delivering financial insights, forecasting, and commercial analysis to support leadership decision-making and business growth. Key Responsibilities - Manage the full accounts function across multiple publishing entities - Provide weekly and monthly financial reporting packs to leadership - Provide top level advice to leadership on business trends and cost of revenue - Build, maintain, and improve forecasting models for business planning - Conduct scenario analysis and financial modelling to support strategic decision-making - Develop dashboards and intelligence reporting to provide visibility into business performance - Feed actual financial results into forecasting models and reconcile forecast vs actual performance, identifying key variances - Strategic cash planning, liquidity management - Monitor and report on cash runway planning - Support new business modelling and commercial analysis for growth opportunities - Analyse margin performance by product, geography, and revenue stream - Issue and reconcile a high volume of invoices - Record and report revenue accurately across entities - Prepare and maintain P&L statements and balance sheets - Manage accounts payable and receivable - Liaise with external accountants to prepare for tax season and audits - Oversee and direct the existing bookkeeper where required - Process and manage payroll using ADP - Handle bill payments and vendor management via Melio - Maintain financial records with accuracy and timeliness Qualifications - Minimum 3–5 years’ experience in a controller, accountant, or senior bookkeeper role - Proficiency in QuickBooks – essential - Experience with ADP for payroll processing - Experience with Melio or a comparable AP/bill payment platform (preferred, not essential) - Strong understanding of multi-entity accounting and revenue recognition - Strong financial modelling, forecasting, and scenario planning experience - Experience preparing executive-level financial reports, dashboards, and business intelligence insights - Strong commercial acumen with the ability to translate financial data into actionable business recommendations - Experience analysing margins, profitability, and performance across multiple entities, products, or geographies - Advanced Excel / Google Sheets financial modelling skills - Ability to produce accurate financial reports with minimal supervision - Excellent written and spoken English - Comfortable working autonomously in a remote environment - Proven experience managing high-volume invoicing environments, with the ability to accurately process and reconcile large transaction volumes across multiple entities/brands - Comfortable working at scale in a fast-paced finance environment with high invoice throughput Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Disclose any existing ongoing roles or client work - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

• Monthly close, financial statements, and variance commentary for the CEO and fractional CFO • Revenue recognition and deferred revenue across multiple subledger accounts • AR, AP, reconciliations, payroll coordination, and sales tax compliance • Product line P&Ls and customer profitability reporting for our key accounts • Tax compliance coordination with our outside CPA • Documentation and SOPs for every recurring process — building the institutional knowledge that stays with the company • First 90 Days — What Success Looks Like Monthly close running on time, under 10 business days • Documented close checklist, chart of accounts, and journal entry log in place • 5–7 core business metrics identified with the CEO and operationalized in the monthly reporting package • Clean monthly financials the CEO can review with confidence • Working relationships established with the outside CPA and fractional CFO