Controller

Summary

Join Sana, a company revolutionizing healthcare for small businesses, as their detail-oriented and strategic Controller. You will lead the accounting function, building and optimizing financial systems, ensuring GAAP compliance, and implementing best-in-class financial controls. This role involves managing a high-performing accounting team, overseeing month-end/year-end closings, and collaborating cross-functionally to drive operational excellence. As a key player in refining Sana's financial structure, you'll contribute to strategic decision-making. We are a remote-first team, welcoming applicants from all locations. The compensation package includes a competitive salary and equity.

Requirements

• Bachelor's Degree in Accounting, Finance, or a related field; CPA required
• 8+ years of accounting experience
• Strong working knowledge of GAAP, financial reporting, and regulatory compliance
• Exceptional verbal and written communication skills—able to distill financial concepts into clear, actionable insights for non-finance stakeholders

Responsibilities

• Own the integrity of all accounting functions, including general ledger, accounts payable, accounts receivable, payroll, and cash management
• Manage a small but high-performing accounting team, including fostering continued career growth through regular coaching, consistent 1:1s, feedback sessions, problem-solving, and Q&A during normal business hours
• Ensure timely and accurate month-end, quarter-end, and year-end closings, including maintaining all financial records in QuickBooks and overseeing monthly reconciliations and transaction categorizations
• Effectively manage the accounting process under both cash and accrual accounting methods while ensuring compliance with GAAP standards
• Prepare accurate and timely financial statements for management, the Board of Directors, and investors
• Own our accounts payable/receivable processes and generally ensure smooth day-to-day accounting operations
• Lead process and system improvements to ensure accurate and timely financial reporting, both internal and external
• Serve as the primary point of contact for external auditors, coordinating audit schedules, providing necessary documentation, and addressing audit queries to ensure timely and efficient completion of audits
• Oversee tax planning and compliance, working closely with our external tax advisors
• Develop and maintain financial accounting policies and robust internal controls, ensuring compliance with professional standards and regulatory requirements
• Manage the implementation and maintenance of any ERP and accounting software
• Collaborate with FP&A on budgeting, forecasting, and strategic financial planning
• Develop, maintain, and communicate department/employee spending policies to align with company growth and financial health
• Generally work cross-functionally with People, Legal, Product, Engineering, Operations, Care, and Revenue teams to optimize financial workflows

Preferred Qualifications

• Bonus points for both public accounting and private company experience with 4+ years of experience leading high-performing accounting teams (ideally as a Controller or Assistant Controller)
• Prior experience in InsureTech and/or digital health start-ups is also a plus
• Self-described accounting nerd with a strong proficiency in Quickbooks and Excel
• Ideally, you have a knowledge of a variety of accounting software tools and think critically about which tools are appropriate for us
• Prior experience leading a financial audit or scaling a company’s financial infrastructure is a big advantage
• You are mission-driven. You care about making our healthcare system work better for people and business owners
• You ask questions from a place of genuine curiosity and humility
• You assume positive intent and meet your teammates with compassionate candor to solve problems together
• You remain flexible, resilient, and foster a culture of continuous learning even in the face of hardship
• You bring a bias for action paired with intelligent risk-taking
• You follow through on your commitments and foster trust with your colleagues

Benefits

• $175,000 - $225,000 a year
• Our cash compensation amount for this role is targeted at $175,000 base + $225,000 + equity per year for all US-based remote locations
• We are a remote-first team and welcome applicants from all locations