Clinically AI
Assistant Financial Controller – Clinically AI
About Clinically AI Clinically AI is redefining how behavioral health and long-term care organizations work by delivering an intelligence layer that automates documentation, auditing, and operational workflows at scale. Our platform already creates immense value, saving thousands of hours for clinicians and strengthening sustainability for providers serving some of the nation’s most vulnerable communities. We’re expanding rapidly and engineering our way through some of the hardest problems in healthcare and AI governance. As our
Assistant
Financial Controller , you’ll sit at the center of this mission: owning the accounting foundation that enables scale, forecasting confidence, and enterprise readiness. This is a career-defining opportunity to build a world-class finance backbone, improve financial visibility for the executive team, and grow your scope and seniority as the company scales.
Role Overview This role will be the owner of our accounting engine and financial operating rhythm. You will:
Own end-to-end accounting operations:
AP, AR, close, and financial reporting
Ensure
GAAP-based SaaS accounting , including
revenue recognition (ASC 606) , is accurate, repeatable, and supported by strong documentation
Oversee
Stripe
and billing workflows to ensure clean contract-to-cash operations and accurate data flowing into accounting systems
Manage and oversee
revenue recognition automation tools and vendors , ensuring outputs are accurate, explainable, and correctly reflected in the GL
Operate and improve our accounting systems ( QuickBooks ) and finance processes, building scalable controls and documentation
Build
forecasting
and financial planning rhythms that give leadership clear visibility into
cash, runway, and operating performance
Partner cross-functionally with Sales, Implementation, Support, and Leadership to ensure contracts, billing, and reporting are aligned and audit-ready
What You’ll Do Accounting & Close
Own monthly, quarterly, and year-end close:
journal entries, accruals, reconciliations , and financial statement preparation
Maintain accurate
GAAP financials
( P&L, Balance Sheet, Cash Flow ) and supporting schedules
Build and maintain structured
close checklists , standard operating procedures, and documentation to ensure consistency
Own account reconciliations across
cash, credit cards, prepaid expenses, accruals, deferred revenue , and other key balance sheet accounts
AP / AR Operations
Run
Accounts Payable
end-to-end: vendor onboarding, approvals, coding, payment runs, and aging management
Run
Accounts Receivable
end-to-end: invoicing, collections, credits/refunds, dispute resolution, and aging reporting
Improve collections processes and visibility so leadership can accurately predict cash timing and reduce leakage
Ensure billing and invoicing align to customer contracts, pricing terms, renewals, and proration logic
Stripe, Billing, and Data Integrity
Maintain strong operational understanding of
Stripe
activity (payments, refunds, chargebacks/disputes, fees, payouts) and how it maps into accounting
Monitor and validate that
Stripe data
flows correctly into financial systems and reconciles properly during close
Partner with Ops/Sales to ensure pricing, invoicing, and billing configuration align with finance requirements and customer contracts
Identify exceptions, leakage, or process gaps and drive fixes (workflows, controls, vendor escalation, documentation)
Revenue Recognition (SaaS / ASC 606) + Vendor Management
Own
revenue recognition
for SaaS under
ASC 606 , including performance obligation assessment, timing, and treatment of discounts, multi-year agreements, and implementation/professional services where applicable
Manage and oversee
revenue recognition automation tools and vendors
(required), including:
Ensuring accurate revenue schedules, deferred revenue roll-forwards, and correct treatment of contract terms
Reviewing outputs for reasonableness, investigating anomalies, and documenting conclusions
Coordinating tool configuration changes and vendor support to maintain accuracy as pricing/packaging evolves
Partner with Sales and Operations to ensure contract structure and invoicing reflect proper revenue recognition treatment
Maintain clear, defensible documentation for revenue policies, judgments, and contract accounting decisions
Reporting, Forecasting, and Executive Support
Build and maintain
forecasting models
and reporting rhythms that leadership can trust
Deliver monthly reporting packages with variance explanations and clear insights, not just numbers
Improve visibility into key SaaS drivers (revenue by segment, deferred revenue movement, gross margin drivers, churn-related inputs as available)
Support executive decision-making with ad hoc analysis, spend controls, and financial guardrails as we scale
Controls, Compliance, and Scale
Build and improve
internal controls , approval workflows, and accounting policies as the company grows
Coordinate with external partners (CPA firm, tax, payroll, future audit support) and ensure clean documentation and readiness
Support enterprise customer finance requirements (vendor onboarding questionnaires, audit requests, proof of financial controls as needed)
Help create a finance foundation that supports future audit readiness and scale (processes, documentation, repeatability)
Who You Are
You thrive in fast-moving environments and like building structure out of chaos
You’re equally comfortable understanding
Stripe billing flows
as you are explaining
GAAP outcomes
to leadership
You’re obsessive about clean books, clean data, and repeatable processes
You default to “What’s the source of truth?” and “How do we make this auditable?”
You build systems that reduce surprises: clean close, clear revenue schedules, predictable cash visibility
You’re hands‑on, high ownership, and want to grow with the organization as we scale
Experience & Skills We’re Looking For Required
5+ years of progressive accounting experience, ideally in
SaaS
or recurring‑revenue businesses
Deep understanding of
GAAP-based accounting for SaaS , including
revenue recognition (ASC 606)
Direct ownership of
AP and AR
operations, including invoicing, collections, and vendor management
Strong working knowledge of
Stripe
(payments, refunds, disputes, fees, payouts) and how it ties to financial reporting
Strong
QuickBooks
experience ( QuickBooks Online preferred ) with full GL ownership
Experience managing
revenue recognition automation tools/vendors
(required) and validating outputs for accuracy
Strong
forecasting
skills: cash forecasting, burn/runway visibility, and operating forecast support
Advanced
Excel
and
Google Sheets
capabilities (models, schedules, reconciliations, roll‑forwards)
Nice to Have
CPA and/or public accounting background
Experience improving/implementing billing + finance automation workflows (collections tooling, AP automation, close tooling)
Experience preparing for or supporting audits, SOC 2 evidence requests, and enterprise customer financial due diligence
Experience scaling finance at a high‑growth startup (e.g., $3M → $10M+)
Compensation & Benefits
Compensation:
Base salary range of
$90,000–$130,000
annually, plus a performance-based bonus. Final compensation will be based on experience, seniority, and fit with the scope of the role.
Equity:
Stock options in a profitable, fast-growing company
Time Off:
Unlimited PTO
Health:
Medical, dental, and vision coverage
Retirement:
401(k) with company match plus Roth option
Work Environment:
Modern, collaborative office and a cohesive team culture focused on impact, learning, and building something meaningful in behavioral health
#J-18808-Ljbffr
About Clinically AI Clinically AI is redefining how behavioral health and long-term care organizations work by delivering an intelligence layer that automates documentation, auditing, and operational workflows at scale. Our platform already creates immense value, saving thousands of hours for clinicians and strengthening sustainability for providers serving some of the nation’s most vulnerable communities. We’re expanding rapidly and engineering our way through some of the hardest problems in healthcare and AI governance. As our
Assistant
Financial Controller , you’ll sit at the center of this mission: owning the accounting foundation that enables scale, forecasting confidence, and enterprise readiness. This is a career-defining opportunity to build a world-class finance backbone, improve financial visibility for the executive team, and grow your scope and seniority as the company scales.
Role Overview This role will be the owner of our accounting engine and financial operating rhythm. You will:
Own end-to-end accounting operations:
AP, AR, close, and financial reporting
Ensure
GAAP-based SaaS accounting , including
revenue recognition (ASC 606) , is accurate, repeatable, and supported by strong documentation
Oversee
Stripe
and billing workflows to ensure clean contract-to-cash operations and accurate data flowing into accounting systems
Manage and oversee
revenue recognition automation tools and vendors , ensuring outputs are accurate, explainable, and correctly reflected in the GL
Operate and improve our accounting systems ( QuickBooks ) and finance processes, building scalable controls and documentation
Build
forecasting
and financial planning rhythms that give leadership clear visibility into
cash, runway, and operating performance
Partner cross-functionally with Sales, Implementation, Support, and Leadership to ensure contracts, billing, and reporting are aligned and audit-ready
What You’ll Do Accounting & Close
Own monthly, quarterly, and year-end close:
journal entries, accruals, reconciliations , and financial statement preparation
Maintain accurate
GAAP financials
( P&L, Balance Sheet, Cash Flow ) and supporting schedules
Build and maintain structured
close checklists , standard operating procedures, and documentation to ensure consistency
Own account reconciliations across
cash, credit cards, prepaid expenses, accruals, deferred revenue , and other key balance sheet accounts
AP / AR Operations
Run
Accounts Payable
end-to-end: vendor onboarding, approvals, coding, payment runs, and aging management
Run
Accounts Receivable
end-to-end: invoicing, collections, credits/refunds, dispute resolution, and aging reporting
Improve collections processes and visibility so leadership can accurately predict cash timing and reduce leakage
Ensure billing and invoicing align to customer contracts, pricing terms, renewals, and proration logic
Stripe, Billing, and Data Integrity
Maintain strong operational understanding of
Stripe
activity (payments, refunds, chargebacks/disputes, fees, payouts) and how it maps into accounting
Monitor and validate that
Stripe data
flows correctly into financial systems and reconciles properly during close
Partner with Ops/Sales to ensure pricing, invoicing, and billing configuration align with finance requirements and customer contracts
Identify exceptions, leakage, or process gaps and drive fixes (workflows, controls, vendor escalation, documentation)
Revenue Recognition (SaaS / ASC 606) + Vendor Management
Own
revenue recognition
for SaaS under
ASC 606 , including performance obligation assessment, timing, and treatment of discounts, multi-year agreements, and implementation/professional services where applicable
Manage and oversee
revenue recognition automation tools and vendors
(required), including:
Ensuring accurate revenue schedules, deferred revenue roll-forwards, and correct treatment of contract terms
Reviewing outputs for reasonableness, investigating anomalies, and documenting conclusions
Coordinating tool configuration changes and vendor support to maintain accuracy as pricing/packaging evolves
Partner with Sales and Operations to ensure contract structure and invoicing reflect proper revenue recognition treatment
Maintain clear, defensible documentation for revenue policies, judgments, and contract accounting decisions
Reporting, Forecasting, and Executive Support
Build and maintain
forecasting models
and reporting rhythms that leadership can trust
Deliver monthly reporting packages with variance explanations and clear insights, not just numbers
Improve visibility into key SaaS drivers (revenue by segment, deferred revenue movement, gross margin drivers, churn-related inputs as available)
Support executive decision-making with ad hoc analysis, spend controls, and financial guardrails as we scale
Controls, Compliance, and Scale
Build and improve
internal controls , approval workflows, and accounting policies as the company grows
Coordinate with external partners (CPA firm, tax, payroll, future audit support) and ensure clean documentation and readiness
Support enterprise customer finance requirements (vendor onboarding questionnaires, audit requests, proof of financial controls as needed)
Help create a finance foundation that supports future audit readiness and scale (processes, documentation, repeatability)
Who You Are
You thrive in fast-moving environments and like building structure out of chaos
You’re equally comfortable understanding
Stripe billing flows
as you are explaining
GAAP outcomes
to leadership
You’re obsessive about clean books, clean data, and repeatable processes
You default to “What’s the source of truth?” and “How do we make this auditable?”
You build systems that reduce surprises: clean close, clear revenue schedules, predictable cash visibility
You’re hands‑on, high ownership, and want to grow with the organization as we scale
Experience & Skills We’re Looking For Required
5+ years of progressive accounting experience, ideally in
SaaS
or recurring‑revenue businesses
Deep understanding of
GAAP-based accounting for SaaS , including
revenue recognition (ASC 606)
Direct ownership of
AP and AR
operations, including invoicing, collections, and vendor management
Strong working knowledge of
Stripe
(payments, refunds, disputes, fees, payouts) and how it ties to financial reporting
Strong
QuickBooks
experience ( QuickBooks Online preferred ) with full GL ownership
Experience managing
revenue recognition automation tools/vendors
(required) and validating outputs for accuracy
Strong
forecasting
skills: cash forecasting, burn/runway visibility, and operating forecast support
Advanced
Excel
and
Google Sheets
capabilities (models, schedules, reconciliations, roll‑forwards)
Nice to Have
CPA and/or public accounting background
Experience improving/implementing billing + finance automation workflows (collections tooling, AP automation, close tooling)
Experience preparing for or supporting audits, SOC 2 evidence requests, and enterprise customer financial due diligence
Experience scaling finance at a high‑growth startup (e.g., $3M → $10M+)
Compensation & Benefits
Compensation:
Base salary range of
$90,000–$130,000
annually, plus a performance-based bonus. Final compensation will be based on experience, seniority, and fit with the scope of the role.
Equity:
Stock options in a profitable, fast-growing company
Time Off:
Unlimited PTO
Health:
Medical, dental, and vision coverage
Retirement:
401(k) with company match plus Roth option
Work Environment:
Modern, collaborative office and a cohesive team culture focused on impact, learning, and building something meaningful in behavioral health
#J-18808-Ljbffr