Overview
Read This Part First
This is not a steady-state controller job.
We run a functional medicine clinic that also operates as an R&D engine. Protocols, programs, and product concepts get developed inside the clinic, tested with real patients, and then productized. Some become service lines. Some become licensable IP. Some get spun out into standalone businesses with their own entity, their own P&L, and eventually their own capital.
You would be the accounting and finance backbone of that machine. That means owning a clean, boring, on-time close — and then, in the same week, building the first set of books for a business that did not exist a month ago.
If the phrase "we're standing up a new entity next quarter and I need to know what it costs to run" makes you lean in rather than sigh, keep reading.
What You'll Own
Core Accounting — Non-Negotiable, Must Be Airtight
Full-cycle monthly close across multiple entities, including intercompany transactions and eliminations
General ledger ownership, chart of accounts design and discipline, reconciliations, and accruals
AP, AR, collections, payroll integration, and the month-end reporting package
Cash management and a rolling 13-week cash forecast
Coordination with outside CPAs on tax, reviews, and eventually audit readiness
Internal controls appropriate to our size — real, but not bureaucratic
Multi-Entity and IP Structure
Maintain the accounting architecture across our holding, operating, and future spinout entities
Track and allocate shared services, management fees, and intercompany cost flows so each entity's
economics are defensible
Track R&D spend by concept so we know what each program actually cost to develop
Support licensing and royalty accounting as those revenue streams come online
New Concept and Spinout Support
Stand up books, banking, and reporting for new entities as concepts graduate out of R&D
Build unit economics and contribution margin analysis for new products and service lines — from the
drivers, not from a template
Produce the financial diligence materials a franchise disclosure process, a lender, or an investor will actually
ask for
Flag when a concept's numbers are not working, before we scale the mistake
Reporting and Decision Support
Monthly reporting package the CEO and board can act on: entity-level P&Ls, consolidated view, KPIs, and
variance commentary
Operating KPIs alongside financials — patient volume, visit mix, provider utilization, revenue per patient,
acquisition cost and retention by program
Ad hoc modeling and analysis whenever a decision needs a number
What We're Looking For
5–9 years of accounting experience, with at least 2 as a Controller, Assistant Controller, or Accounting
Manager running a close start to finish
Strong technical foundation — you understand accrual accounting well enough to defend your judgment
calls, and you know when to escalate the ones you shouldn't make alone
Multi-entity experience, or clear evidence you can handle it
You have built or meaningfully rebuilt something: a close process, a chart of accounts, a reporting package,
a system migration
Comfortable in the details and in the conversation with the CEO, sometimes within the same hour
Fluent in the tools: QuickBooks, Excel at a genuinely high level, and willing to learn whatever else we adopt
Healthcare, multi-site services, franchise, or early-stage experience is a plus, not a requirement
Deliberately Not Required
15+ years of experience, a CPA, Big 4, or public company background. We are hiring for range and judgment at
this stage, not seniority. You will have access to a fractional CFO and outside advisors for the genuinely technical
calls — revenue recognition on licensing, IP capitalization, entity structuring — so you are not alone on the hard ones.
Who Thrives Here, and Who Doesn't
You'll Do Well If You
Are energized by ambiguity and would rather build the process than inherit it
Can hold high standards on the close while the business around you keeps changing shape
Are willing to say "the answer is no" or "this isn't working" to the CEO, with the numbers behind it
Move fast without getting sloppy about the things that actually have to be right
You'll Be Frustrated Here If You
Need a mature process, a defined team, and a stable org chart to do your best work
Prefer to stay in the general ledger and out of the operating conversation
Want a role where the scope in month 12 looks like the scope in month 1
What Success Looks Like
First 90 days — You own the close end to end and it lands on time. You've documented the current state and identified the three biggest gaps.
Six months — The close cycle is materially shorter and you feel comfortable producing the monthly package,
and leaning into more operational involvement.
Twelve months — You can stand up a new entity's financial infrastructure quickly and repeatably. You are a real
voice in whether a new concept should scale, and the books are in a condition that survives investor, lender, or
franchise diligence without a scramble.
Compensation and Benefits
Base salary of $115,000–$135,000, depending on experience and multi-entity depth
Benefits:
- 401(k)
- 401(k) matching
- Flexible spending account
- Paid time off
Work Location: In person
Pay: $115,000.00 - $135,000.00 per year
Benefits:
- 401(k) matching
- Employee discount
- Flexible spending account
- Paid time off
Work Location: In person
