Controller

The Company 

Cerbo · OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work -- not the other way around.

Each platform is a purpose-built EHR and practice management solution. Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows, and the kind of flexibility that holistic and functional medicine practices require. OptiMantra is structured for scale: multi-modality breadth, out-of-the-box readiness, and the operational infrastructure that growing practices rely on.

Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that -- at whatever size and pace they choose to grow.

What You’ll Do 

As the Controller, you will lead and scale the accounting function in a fast-growing, PE-backed SaaS environment. This is a hands-on leadership role for someone who is technically strong, systems-minded, and energized by building scalable finance operations. You will oversee the monthly close, financial reporting, audit and tax compliance, accounting operations, internal controls, and systems transformation initiatives while modernizing the finance organization through automation and AI-enabled workflows. 

Primary Responsibilities 

Financial close & reporting 

• Lead and manage and optimize the close process  
• Supervise and quality-check all bookkeeping activity, ensuring accuracy and completeness 
• Review and approve journal entries, account reconciliations, and financial statements 
• Maintain and enforce accounting policies in line with GAAP and technical accounting standards 

Compliance & deadline management 

• Own the audit process end-to-end — project manage external auditors and ensure timely completion 

• Manage all tax filings and extension renewals, including sales tax compliance across jurisdictions 

• Maintain a proactive compliance calendar so no deadline is ever missed 

• Coordinate with external tax accountants and legal counsel on technical accounting matters 

Process improvement & automation 

• Identify and implement process improvements across the accounting function 

• Continue and expand automation initiatives within the finance stack 

• Champion an AI-first mindset — actively evaluate tooling opportunities to drive efficiency 

• Build scalable workflows that support company growth without proportional headcount increases 

Required Skills & Qualifications  

• CPA required; strong GAAP knowledge with ability to handle complex technical accounting matters 

• PE-backed SaaS company experience 

• Experience leading or supporting ERP implementation experience  

• Demonstrated use of AI, automation, or workflow tools within finance/accounting 

• FP&A or analytical project support experience 

• Proven close management experience — owns the full cycle from journal entries to financial statements 

• QuickBooks proficiency; experience managing and developing a bookkeeping team 

• Detail-oriented with a zero-tolerance approach to inaccuracy and missed deadlines 

• Process-first mindset — you document, systematize, and improve everything you touch 

 Compensation & Benefits 

• Competitive compensation based on experience  

• Paid Time Off and company holidays   

• Comprehensive health, dental and vision benefits  

• Short-term and long-term disability Insurance  

• 401k plan with matching company contribution  

• Real ownership and impact in a fast-growing health tech company 

Location: Atlanta, GA. This is a hybrid role. 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.