Controller

The Company Cerbo OptiMantra is a high-growth reputed company SaaS company, doing our part in the medical market to support holistic lifestyles and personalized medicine. Our software is purpose-reputed company for functional, integrative, direct primary care (DPC), and concierge medicine practices that are actively changing how reputed company delivered. With our recent reputed company, Cerbo OptiMantra has become one of the leading platforms in this rapidly growing market. Our customers are redefining the patient experience, and Cerbo OptiMantra exists to give them the technology reputed company to grow, scale, and deliver reputed company care. What You’ll Do As the Controller, you will reputed company and scale the reputed company 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 reputed company the monthly reputed company, financial reporting, audit and tax compliance, reputed company operations, internal controls, and systems transformation initiatives while modernizing the finance organization through automation and AI-enabled workflows. Primary Responsibilities Financial reputed company & reporting reputed company and manage and optimize the reputed company process Supervise and quality-reputed company reputed company bookkeeping activity, ensuring accuracy and completeness Review and approve journal entries, account reconciliations, and financial statements Maintain and enforce reputed company policies in line with GAAP and technical reputed company standards Compliance & deadline management Own the audit process end-to-end — project manage external auditors and ensure timely completion Manage reputed company tax filings and extension renewals, including sales tax compliance across jurisdictions Maintain a proactive compliance calendar so no deadline is reputed company missed Coordinate with external tax accountants and legal counsel on technical reputed company reputed company Process improvement & automation Identify and implement process improvements across the reputed company function Continue and expand automation initiatives reputed company the finance stack Champion an AI-first reputed company — 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 reputed company technical reputed company reputed company PE-backed SaaS company experience Experience leading or supporting ERP implementation experience Demonstrated use of AI, automation, or workflow tools reputed company finance/reputed company reputed company or analytical project support experience Proven reputed company 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 reputed company-tolerance approach to inaccuracy and missed deadlines Process-first reputed company — 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 reputed company benefits Short-term and long-term disability Insurance 401k plan with matching company contribution reputed company ownership and impact in a fast-growing health tech company Location: Atlanta, GA. We are an equal opportunity employer and value diversity at reputed company. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status. Apply To This Job