Role Description The Controller is responsible for leading all accounting operations, financial reporting, internal controls, and compliance activities of the company. Reporting directly to the Chief Financial Officer, this role oversees the integrity of the company’s financial records, manages the monthly close process, ensures compliance with all tax and regulatory requirements, and supports operational and strategic financial initiatives. This position requires a hands-on leader with strong technical accounting expertise, process orientation, and the ability to operate effectively in a dynamic, growth-oriented environment. The ideal candidate will have experience managing complex accounting operations while also owning critical compliance functions including tax filings, business licenses, and regulatory reporting. Experience with Oracle NetSuite and OpenAir is strongly preferred. Key Responsibilities - Accounting & Financial Operations - Lead all day-to-day accounting operations including: - General ledger - Accounts payable - Accounts receivable - Payroll accounting - Revenue recognition - Fixed assets - Lease accounting - Cash management - Manage the monthly, quarterly, and annual financial close processes. - Prepare and review monthly financial statements. - Ensure timely and accurate preparation of financial statements in accordance with GAAP. - Maintain and enforce accounting policies, procedures, and internal controls. - Oversee account reconciliations and balance sheet integrity. - Develop scalable accounting processes and operational efficiencies to support company growth. - Treasury Management - Manage bank accounts and cash balances. - Budgeting & Forecasting - Support budgeting, forecasting, and financial analysis activities in partnership with the CFO. - Prepare annual Capex, depreciation & amortization budgets and ensure forecasts are updated as necessary. - Compliance & Regulatory Oversight - Own all aspects of corporate compliance, including: - Sales and use tax - Income tax coordination with external providers - Prepare and file a variety of tax filings, including, but not limited to, sales tax and business property tax filings - Business licenses and registrations - Annual reports and state filings - Regulatory reporting requirements - Coordinate external audits, tax advisors, and other third-party service providers. - Ensure compliance with applicable federal, state, and local regulations. - Monitor changes in accounting standards and regulatory requirements and implement necessary process changes. - Systems & Process Improvement - Serve as a key finance systems resource for accounting and financial operations. - Maintain and optimize accounting workflows within Oracle NetSuite and related systems. - Partner with operations and project management teams to ensure accurate project accounting and reporting within OpenAir. - Identify opportunities for automation, process standardization, and improved reporting capabilities. - Work with the NetSuite consultants to implement system improvements. - Leadership & Cross-Functional Support - Supervise and mentor accounting staff and help build a high-performing finance organization. - Partner cross-functionally with operations, HR, project management, and executive leadership teams. - Support strategic initiatives, due diligence activities, audits, and other special projects as needed. - Provide reliable financial insight and operational support to the CFO and leadership team. - Insurance - Manage insurance renewals and provide COIs when required. - Ensure the company has appropriate insurance coverage for current operations as well as taking into account expected growth and potential new work. Qualifications - Bachelor’s degree in Accounting, Finance, or related field required. - CPA designation required. - 7+ years of progressive accounting and finance experience, including leadership responsibilities. - Prior Controller or Assistant Controller experience strongly preferred. - Strong knowledge of GAAP, financial reporting, and internal controls. - Experience managing tax and regulatory compliance activities. - Experience with multi-entity and/or project-based accounting environments preferred. - Strong ERP experience required; experience with Oracle NetSuite strongly preferred. - Experience with OpenAir or similar PSA/project accounting systems preferred. - Advanced Microsoft Excel skills and strong financial systems aptitude. - Excellent analytical, organizational, and communication skills. - Ability to manage multiple priorities and operate effectively in a fast-paced environment. Preferred Attributes - Experience supporting private equity-backed or high-growth organizations is a plus. - Hands-on and detail-oriented while maintaining a strategic perspective. - Strong process improvement mindset. - Ability to independently drive projects and solve problems. - High level of integrity, accountability, and professionalism. Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Disability Insurance (STD/LTD) - Flexible Spending Account - Health Savings Account - Basic Life/AD&D - 401(k) plan - Paid Time Off - Company Holidays - Leave of Absence - Flexible Work Schedules - Employee Referral Program - Professional Development - Charitable Contribution Match

• Lead the month-end close process, ensuring timely and accurate reporting across all ledgers in line with Group timelines and French statutory requirements • Maintain high-quality general ledger accounting, including journal entries, reconciliations, intercompany transactions, and fixed assets in compliance with French GAAP (PCG) and Group IFRS policies • Oversee bank account controls and transaction processing • Ensure accurate revenue recognition and monitoring of project-based and recurring revenue streams • Prepare and review VAT (TVA) returns and ensure compliance with French tax regulations • Support the preparation of annual financial statements (balance sheet, income statement, notes) and tax filings (liasse fiscale) • Own the month-end, quarter-end, and year-end close processes, ensuring accurate and timely management accounts (P&L, balance sheet, cash flow) • Prepare monthly reporting packs with variance analysis (actual vs. budget/forecast) and clear commentary to support decision-making • Ensure compliance with French accounting, tax, and social regulations (including corporate tax, VAT, URSSAF), aligned with Group policies • Contribute to statutory accounts preparation, external audits, and Group reporting requirements • Collaborate with the local accounting functions (France & Finland) on daily operations, including general ledger, AP/AR, banking, payroll accounting, fixed assets, and expenses • Monitor cash flow and liquidity, including short- and medium-term cash forecasting.

• Perform daily client funding and ensure that all clients are funded timely and accurately • Perform daily and monthly account reconciliations for Client Settlement financial activity in accordance with GAAP and SYF accounting policies • Prepare journal entries timely and accurately • Handle issue resolutions for internal and external clients • Responsible for non-funding client settlement activities to include merchant adjustments, cardholder research of suspense items, etc. • Prepare wire requests for off cycle payments to merchants, tax jurisdictions, etc. • Perform account reconciliations to ensure accuracy of account balances and timely clearing of reconciling items • Provide support during audits • Responsible for maintaining a thorough understanding of the end-to-end business process, including transaction flow, key systems, and all sources which impact general ledger accounts • Create and present weekly / monthly dashboards • Identify areas for process and productivity improvements • Perform other duties and special projects as needed

Title: Controller Location: Philadelphia, PA Job Description: Please note: This is a hybrid role requiring 3 days in office at our Philadelphia HQ - 1818 Market Street. How you will help As the Controller, you will serve as a key strategic leader within the Finance organization during a transformational phase of growth and operational expansion. You will partner closely with the SVP, Finance and executive leadership to ensure financial integrity, scalable processes, strong governance, and operational excellence across the organization. This role is designed for an experienced accounting executive who has operated in complex, multi-entity SaaS or data-driven environments and has successfully built infrastructure to support meaningful growth and increasing operational sophistication. What you will do - Provide executive oversight of all accounting operations including general ledger, consolidations, revenue accounting, fixed assets, leases, and equity accounting - Lead the monthly, quarterly, and annual close processes ensuring timely, accurate, and audit-ready financial reporting in accordance with U.S. GAAP - Strengthen accounting governance and internal control frameworks to support increasing organizational scale and complexity - Lead the accounting integration of significant strategic growth initiatives into HealthVerity’s systems and reporting framework - Oversee complex technical accounting matters including revenue recognition (ASC 606), business combinations (ASC 805), lease accounting (ASC 842), equity accounting, and debt accounting - Serve as primary liaison to external auditors and lead the annual financial statement audit - Oversee tax compliance strategy in partnership with internal and external tax advisors, ensuring timely and accurate filings - Partner cross-functionally to harmonize accounting policies, processes, and controls across expanding entities and revenue streams - Design and implement scalable accounting infrastructure capable of supporting substantial increases in transaction volume and operational complexity - Build, mentor, and elevate a high-performing accounting organization with clear structure and succession depth - Support executive and Board-level reporting, providing insight and governance aligned with enterprise-level operations How Success is Defined - Establish complete confidence in financial accuracy and compliance by delivering consistent, accurate and timely financials - Deliver actionable financial insights to improve decision-making across the business as a strategic partner - Develop a high-performing team by strengthening the team’s capabilities, clarifying roles, and building succession depth - Scalable accounting processes capable of supporting meaningful growth and increasing complexity - Improve the speed and efficiency of financial operations including month end close, audit completion, tax filings and control processes Desired Skills and Experience - Bachelor’s degree in Accounting or Finance; CPA required - 12+ years of progressive accounting experience - Prior Controller or Assistant Controller experience in a SaaS, technology, or data-driven organization - Demonstrated experience leading accounting through periods of rapid growth or integration - Deep expertise in revenue recognition (ASC 606) - Strong technical accounting background including business combinations and complex transactions - Experience leading audits with nationally recognized accounting firms - Proven ability to scale teams, processes, and systems - Hands-on experience with NetSuite or comparable ERP systems - Strong executive presence, communication skills, and cross-functional leadership ability Base salary for the role is commensurate with experience and can range between $180,000 - 240,000 + annual bonus opportunity. Hiring Locations Our main office is located in Center City, Philadelphia, where we operate on a hybrid model with in-office work required three days a week for local employees. We believe collaboration is most effective when teams come together, which is why we prioritize hiring in the Philadelphia area. For certain roles, we also hire from hub locations—regions where we have an established presence with multiple team members working remotely. While these employees primarily work from home, we bring them together in person at least once a year for team-building, collaboration, and strategic planning. Due to tax and labor regulations, we can only hire from specific states. Remote work is supported in the following key hub locations and approved states: Hub Locations: - Philadelphia, Pennsylvania - Boston, Massachusetts - New York City, New York - Baltimore, Maryland - Washington, D.C. - Charlotte, North Carolina - Raleigh-Durham, North Carolina - Atlanta, Georgia - Chicago, Illinois Approved States for Remote Work: CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, and VA. About HealthVerity HealthVerity is the leader in privacy-protected real-world data exchange, transforming how healthcare and life sciences organizations connect and analyze disparate patient data. By enabling access to the industry’s largest RWD ecosystem, HealthVerity supports critical applications in clinical development, commercial strategy, regulatory decision-making, and public health. To learn more about HealthVerity, visit healthverity.com. Why you'll love working here We are making a difference – Our technology is at the forefront of some of the biggest healthcare challenges in the world. We are one team – Our people define our culture and always will. We take time out to celebrate each other, and acknowledge the value that each of us adds towards our greater mission. Come share all you have to offer. We are learners – Every team member is continually learning, no matter if we've been in a role for one year or much longer. We are committed to learning and implementing what is best for our clients, partners, and each other. Benefits & Perks Our benefits package is thoughtfully designed to support and enrich the experience of our full-time employees, with eligibility limited to those in permanent positions. - Compensation: competitive base salary & annual bonus opportunity (for non-commissioned roles) - Benefits: We offer health, dental, and vision coverage starting on day 1. We also offer a 401(k) plan and an equity program, with new hire equity grants beginning at the Director level and above. - Flexible location: Remote workdays and 3 days a week of in-office collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team. - Generous PTO: Take time off as needed, targeted at 4 weeks per year, including vacation, personal and sick time, plus paid parental leave. - Parental Leave: 12 weeks paid leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents. - Comprehensive and individualized onboarding: mentorship program, departmental talks, and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job - Professional development: biweekly 1:1s, hands-on leadership that is goal-and growth-oriented for each team member, and an annual budget to support professional development pursuits We believe incorporating different ideas, perspectives and backgrounds make us stronger and encourages an environment where ageism, racism, sexism, ableism, homophobia, transphobia or any other form of discrimination are not tolerated. All qualified job applicants will be given consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. At HealthVerity, we’re working towards an innovative and connected future for healthcare data and believe the future is better together. We can only do that if everyone has a seat at the table. If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to careers@healthverity.com Remote opportunities are not available in all areas and require team members to work from a fixed location due to tax and labor law implications - specific questions about remote positions can be discussed during the interview process with your recruiter.