Controller

1 hour, 47 minutes ago
Full-time
Lead
Finance and Accounting

Clever Benefits

Clever Benefits describes itself as a company focused on transforming employee benefits with breakthrough tech and an unrivaled experience. It positions itself around savings for benefit companies and employers, technology to build benefit companies’ tech stack, and consulting for founders in employee benefits and healthcare. On LinkedIn, it describes itself as an insurance company focused on technology and benefit administration solutions, including enrollment, claims processing, wellness programs, compliance support, and cost-saving strategies.

Insurance
1-10
Founded 2019

Description

  • Own the monthly, quarterly, and annual close process across the portfolio.
  • Manage day-to-day accounting operations for Clever Benefits, including accounts payable, accounts receivable, reconciliations, journal entries, month-end close, and financial reporting.
  • Prepare and review financial statements and supporting schedules.
  • Oversee reconciliations, intercompany accounting, allocations, and accounting review processes across multiple entities.
  • Establish and maintain accounting policies, documentation standards, and review procedures.
  • Research and resolve complex accounting issues involving debt, equity, acquisitions, ownership transactions, stock-based compensation, and other non-routine activity.
  • Strengthen internal controls, approval workflows, financial governance, and fraud prevention processes.
  • Serve as the primary accounting liaison to external CPA firms, tax advisors, banks, and legal counsel.
  • Support payroll accounting review, annual tax filings, compliance projects, 409A valuations, R&D credit studies, and diligence efforts.
  • Directly manage and develop the Accounting & Operations Manager while building a scalable accounting function.

Requirements

  • Bachelor's degree in Accounting or Finance.
  • 8+ years of progressive accounting experience.
  • Experience leading month-end and year-end close processes.
  • Strong knowledge of GAAP and financial reporting.
  • Experience managing accounting operations within a multi-entity organization.
  • Experience leading or mentoring accounting staff.
  • Audit experience.
  • CPA license preferred.
  • Experience in healthcare, insurance, SaaS, or venture-backed companies preferred.
  • Experience with acquisitions, equity transactions, and complex accounting matters preferred.
  • Experience implementing or improving accounting processes and internal controls preferred.
  • Experience leveraging AI tools for productivity in a finance or accounting function preferred.
  • Hands-on leader who enjoys owning both strategy and execution.
  • High attention to detail with exceptional organizational skills.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Comfortable working in a fast-paced, entrepreneurial environment.
  • Able to manage multiple priorities across several businesses simultaneously.
  • High degree of ownership, accountability, and integrity.
  • Continuous improvement mindset with a passion for building scalable processes.
  • Must be legally authorized to work in the United States without employer sponsorship now or in the future.

Benefits

  • Competitive salary and equity opportunity.
  • Flexible work hours and a remote-first environment.
  • Three weeks of paid vacation time off.
  • Nine paid holidays.
  • Employer-paid health benefits for employee and family members.
  • Collaborative, entrepreneurial culture with significant ownership and autonomy.
  • Opportunity to help build and scale a growing portfolio of companies alongside experienced leadership.
  • Meaningful work that improves healthcare and employee benefits.

Interested in this position?

Apply directly on the company website

Apply Now

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