Controller

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🕒 May 15

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OptiMantra

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2011

☁️ SaaS

🤝 B2B

SaaS • B2B

OptiMantra is a cloud-based, next-generation electronic medical record (EMR) and practice management platform designed for integrative, functional, primary care, behavioral health, psychiatry, medspa, and multi-disciplinary clinics. The software provides end-to-end practice tools including customizable clinical charting and SOAP templates, scheduling, telehealth, billing and electronic claims, point-of-sale and inventory management, secure patient portals, automated reminders, and third-party integrations—delivered as an easy-to-use SaaS product for small to multi-practitioner practices. OptiMantra emphasizes HIPAA-compliant workflows, specialty-specific templates, onboarding/support, and operational and financial reporting to help practices streamline care delivery and administration.

📋 Description

• 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 • 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 • 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

🎯 Requirements

• 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.

🏖️ 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