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.