Controller

Own the monthly, quarterly, and annual close process across the portfolio

Own reconciliations, intercompany accounting, allocations, and accounting review processes across the portfolio

Personally own 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

Ensure financial reporting is accurate, timely, and increasingly aligned with GAAP

Review transaction coding, classifications, reconciliations, and journal entries

Establish and maintain accounting policies, documentation standards, and review procedures

Research and resolve accounting issues involving debt, equity, acquisitions, ownership transactions, stock-based compensation, and other non-routine activity

Retain accountability for accounting accuracy and financial reporting regardless of delegated execution

Own intercompany accounting, allocations, shared services charges, and related-party transactions

Maintain accounting consistency across multiple legal entities

Oversee accounting treatment for loans, advances, promissory notes, convertible instruments, equity issuances, and stock option plans

Own revenue recognition, deferred revenue accounting, commission liability accounting, and other complex accounting areas across the portfolio

Support accounting setup and integration of newly formed entities and incubation initiatives

Own the accounting structure, financial controls, and accounting processes for newly formed entities

Ensure balance sheet integrity and proper reconciliation of all significant accounts

Directly perform accounting activities for Clever Benefits while directing, reviewing, and overseeing accounting execution across other portfolio entities

Strengthen internal controls, approval workflows, and financial governance processes

Establish appropriate segregation of duties and accounting review procedures

Improve cash disbursement controls, spend management controls, fraud prevention processes, and payment authorization standards

Own payroll accounting review, payroll allocations, and payroll approval processes

Serve as primary accounting liaison to external CPA firms and tax advisors

Support annual tax filings, compliance projects, 409A valuations, R&D credit studies, and accounting-related diligence efforts

Maintain documentation and records necessary to support investor, lender, and transaction diligence

Ensure accounting practices can withstand the scrutiny of outside investors, lenders, and potential acquirers

Directly manage and develop the Accounting & Operations Manager

Establish accountability, priorities, and operating rhythms for the accounting function

Provide guidance on accounting treatment, close support activities, and process execution

Review and oversee accounting work performed throughout the portfolio

Delegate accounting projects and execution activities while maintaining ownership of accounting outcomes

Help define appropriate ownership between bookkeeping, accounting operations, business operations, and controllership responsibilities

Build a scalable accounting function capable of supporting continued growth across the portfolio

Clever Benefits is an equal opportunity employer committed to building an inclusive workplace where everyone can do their best work. We celebrate diversity and are committed to creating an environment where all employees feel respected, valued, and supported. We make employment decisions based on qualifications, merit, and business needs without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. Work Authorization This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States without requiring sponsorship now or in the future.

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

Experience in healthcare, insurance, SaaS, or venture-backed companies

Experience with acquisitions, equity transactions, and complex accounting matters

Experience implementing or improving accounting processes and internal controls

Experience leveraging AI tools for productivity in finance/accounting function