Controller

The Company 

Cerbo OptiMantra is a high-growth healthcare SaaS company, doing our part in the medical market to support holistic lifestyles and personalized medicine. Our software is purpose-built for functional, integrative, direct primary care (DPC), and concierge medicine practices that are actively changing how healthcare is delivered. With our recent merger, 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 foundation to grow, scale, and deliver better care. 

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.  

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.