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Clinically AI · 4 hours ago

Assistant Financial Controller

San Diego, CA

Full-time

Onsite

Senior Level

$90K/yr - $130K/yr

5+ years exp

Clinically AI is redefining how behavioral health and long-term care organizations work by delivering an intelligence layer that automates documentation, auditing, and operational workflows at scale. As the Assistant Financial Controller, you will own the accounting operations, ensuring accuracy in GAAP-based SaaS accounting and financial reporting while improving financial visibility for the executive team.

Computer Software

Responsibilities

Own end-to-end accounting operations: AP, AR, close, and financial reporting

Ensure GAAP-based SaaS accounting , including revenue recognition (ASC 606) , is accurate, repeatable, and supported by strong documentation

Oversee Stripe and billing workflows to ensure clean contract-to-cash operations and accurate data flowing into accounting systems

Manage and oversee revenue recognition automation tools and vendors , ensuring outputs are accurate, explainable, and correctly reflected in the GL

Operate and improve our accounting systems ( QuickBooks ) and finance processes, building scalable controls and documentation

Build forecasting and financial planning rhythms that give leadership clear visibility into cash, runway, and operating performance

Partner cross-functionally with Sales, Implementation, Support, and Leadership to ensure contracts, billing, and reporting are aligned and audit-ready

Own monthly, quarterly, and year-end close: journal entries, accruals, reconciliations , and financial statement preparation

Maintain accurate GAAP financials ( P&L, Balance Sheet, Cash Flow ) and supporting schedules

Build and maintain structured close checklists , standard operating procedures, and documentation to ensure consistency

Own account reconciliations across cash, credit cards, prepaid expenses, accruals, deferred revenue , and other key balance sheet accounts

Run Accounts Payable end-to-end: vendor onboarding, approvals, coding, payment runs, and aging management

Run Accounts Receivable end-to-end: invoicing, collections, credits/refunds, dispute resolution, and aging reporting

Improve collections processes and visibility so leadership can accurately predict cash timing and reduce leakage

Ensure billing and invoicing align to customer contracts, pricing terms, renewals, and proration logic

Maintain strong operational understanding of Stripe activity (payments, refunds, chargebacks/disputes, fees, payouts) and how it maps into accounting

Monitor and validate that Stripe data flows correctly into financial systems and reconciles properly during close

Partner with Ops/Sales to ensure pricing, invoicing, and billing configuration align with finance requirements and customer contracts

Identify exceptions, leakage, or process gaps and drive fixes (workflows, controls, vendor escalation, documentation)

Own revenue recognition for SaaS under ASC 606 , including performance obligation assessment, timing, and treatment of discounts, multi-year agreements, and implementation/professional services where applicable

Manage and oversee revenue recognition automation tools and vendors (required), including:

Ensuring accurate revenue schedules, deferred revenue roll-forwards, and correct treatment of contract terms

Reviewing outputs for reasonableness, investigating anomalies, and documenting conclusions

Coordinating tool configuration changes and vendor support to maintain accuracy as pricing/packaging evolves

Partner with Sales and Operations to ensure contract structure and invoicing reflect proper revenue recognition treatment

Maintain clear, defensible documentation for revenue policies, judgments, and contract accounting decisions

Build and maintain forecasting models and reporting rhythms that leadership can trust

Deliver monthly reporting packages with variance explanations and clear insights, not just numbers

Improve visibility into key SaaS drivers (revenue by segment, deferred revenue movement, gross margin drivers, churn-related inputs as available)

Support executive decision-making with ad hoc analysis, spend controls, and financial guardrails as we scale

Build and improve internal controls , approval workflows, and accounting policies as the company grows

Coordinate with external partners (CPA firm, tax, payroll, future audit support) and ensure clean documentation and readiness

Support enterprise customer finance requirements (vendor onboarding questionnaires, audit requests, proof of financial controls as needed)

Help create a finance foundation that supports future audit readiness and scale (processes, documentation, repeatability)

Qualification

GAAP-based accountingRevenue recognition (ASC 606)Accounts Payable (AP)Accounts Receivable (AR)StripeQuickBooksRevenue recognition automationForecasting skillsExcelGoogle SheetsVendor managementInternal controls

Required

5+ years of progressive accounting experience, ideally in SaaS or recurring-revenue businesses

Deep understanding of GAAP-based accounting for SaaS, including revenue recognition (ASC 606)

Direct ownership of AP and AR operations, including invoicing, collections, and vendor management

Strong working knowledge of Stripe (payments, refunds, disputes, fees, payouts) and how it ties to financial reporting

Strong QuickBooks experience (QuickBooks Online preferred) with full GL ownership

Experience managing revenue recognition automation tools/vendors (required) and validating outputs for accuracy

Strong forecasting skills: cash forecasting, burn/runway visibility, and operating forecast support

Advanced Excel and Google Sheets capabilities (models, schedules, reconciliations, roll-forwards)

Preferred

CPA and/or public accounting background

Experience improving/implementing billing + finance automation workflows (collections tooling, AP automation, close tooling)

Experience preparing for or supporting audits, SOC 2 evidence requests, and enterprise customer financial due diligence

Experience scaling finance at a high-growth startup (e.g., $3M → $10M+)

Benefits

Equity: Stock options in a profitable, fast-growing company

Time Off: Unlimited PTO

Health: Medical, dental, and vision coverage

Retirement: 401(k) with company match plus Roth option

Work Environment: Modern, collaborative office and a cohesive team culture focused on impact, learning, and building something meaningful in behavioral health