Controller

Job Posting Title: Controller
Work Setup: Remote

Job Description

About CallonDoc

CallonDoc is a leading telemedicine platform delivering affordable, accessible care nationwide. We operate a high-volume D2C model with growing subscription programs and emerging B2B SaaS/licensing, plus pharmacy and lab partnerships.

Role Summary

We’re seeking a hands-on Controller to build and run our finance engine: clean GAAP accounting, ASC 606 revenue recognition, multi-entity consolidation, internal controls, and decision-grade forecasting for a high-velocity, tech-enabled healthcare business.

What You’ll Own:

Accounting & Close

Lead the monthly close (target

• 10 business days); own BS, P&L, and Cash Flow.
• Manage GL integrity, accruals/deferrals, reconciliations (banks, Stripe, partners).

Revenue Recognition & Multi-Entity

• Apply ASC 606 across on-demand visits, subscriptions, pharmacy/lab rev-share, and B2B SaaS.
• Perform multi-entity consolidations (OpCo, management company, property LLCs).

Controls, Compliance & Audit Readiness

• Design and maintain internal controls, approval matrix, policies (AP/expense, capitalization, close checklist).
• Coordinate with external CPA for tax, audits, and compliance; align with HIPAA/SOC2 processes for finance data flows.

FP&A, Forecasting & Unit Economics

• Build rolling 12–36 month forecasts and budget vs. actuals.
• Model unit economics: async/sync units, pooled subscription units, provider cost per unit, margin by service line.
• Create CEO-ready dashboards: CAC/ROAS, retention, cohorts, gross margin, cash runway.

Systems & Scale

• Optimize QBO or lead migration to NetSuite/Intacct when appropriate.
• Own finance stack: Stripe/Chargebee, Bill.com, Gusto/ADP; implement BI dashboards (Looker/Tableau/Power BI/Databox).

Team Leadership

• Mentor and elevate the current bookkeeper into a Senior Accountant; set SLAs and operating cadence.

What You’ve Done (Qualifications):

• 8–12+ years progressive accounting/finance experience with time inside operating companies (not only public/tax).
• Direct experience in telehealth/healthcare services and SaaS/subscription models.
• Demonstrated ownership of monthly close, ASC 606, multi-entity consolidation, and internal controls.
• Proven oversight of multi-state tax compliance and reporting requirements.
• Advanced Excel/Google Sheets (PowerQuery, complex pivots, scenario modeling).
• Familiarity with HIPAA considerations for finance data and SOC2 alignment.
• Tools: QBO or NetSuite/Intacct; Stripe/Chargebee; Bill.com; Gusto/ADP; BI dashboards.
• CPA preferred (or equivalent rigor); HFMA/CHFP a plus.

Benefits:

• 401(k) matching
• Health insurance
• Paid holidays
• Paid time off
• Parental leave