[Hiring] Junior Controller @Koala Health

Role Description

This role involves overseeing accounting operations, managing relationships with external accountants and tax advisors, and ensuring the integrity of financial processes.

• Oversee and manage the relationship with external accountants who run the company’s accounting process, ensuring accuracy, timeliness, and adherence to GAAP.
• Support the movement of accounting in-house in a future state.
• Manage accounts payable, including vendor setup, invoice approvals, credit card reconciliations, and employee expense reimbursements.
• Oversee clinic invoicing, ensuring accurate and timely billing, collections, and accounting recognition.
• Review journal entries and reconciliations prepared by external accountants, ensuring completeness and accuracy.
• Partner cross-functionally with operations, marketing, and supply chain teams to ensure transactions are properly captured and classified.
• Coordinate the month-end close process with external accountants, including accruals, revenue reconciliations, and balance sheet reviews.
• Collaborate with FP&A to align management reporting with GAAP financials.
• Review financial statements and reports for internal stakeholders, ensuring accuracy and transparency.
• Maintain documentation and schedules to support future audit readiness.
• Maintain and strengthen internal controls across accounting operations, AP, and expense management.
• Support weekly and monthly inventory reconciliations, audits, and related accounting entries.
• Oversee tax compliance in partnership with external tax advisors and Avalara, ensuring timely filings for sales tax, payroll tax, and other obligations.
• Monitor compliance with company policies and assist in refining financial procedures as the business scales.
• Act as a financial resource for the broader business, responding to accounting and financial queries including payments.
• Identify and implement process improvements to enhance efficiency, accuracy, and scalability.
• Support the CFO in evaluating and implementing future financial systems (including ERP and automation tools).
• Develop and maintain documentation for accounting workflows and internal controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA qualification preferred (active or inactive).
• 3-4 years of progressive accounting experience, ideally including a mix of public accounting (Big 4 or regional firm) and in-house experience.
• Strong understanding of U.S. GAAP and financial close processes.
• Hands-on experience managing AP, reconciliations, and vendor payments.
• Excellent attention to detail, analytical mindset, and organizational skills.
• Proficiency in Excel and experience with common accounting tools (e.g., QuickBooks, Ramp).
• Ability to work independently, manage multiple priorities, and thrive in a dynamic startup environment.

Requirements

• Experience in a high-growth, e-commerce, or healthcare-related business.
• Familiarity with revenue recognition for subscription or product-based models.
• Knowledge of Avalara or similar tax automation tools.
• Exposure to inventory accounting or cost-of-goods-sold reconciliation.

Benefits

• Competitive compensation package.
• Comprehensive health benefits.
• 401(k) plan with company match.
• Unlimited PTO to support work-life balance.