Portfolio Company Positions

About OpenClinica:

OpenClinica enables organizations to recruit participants and conduct clinical studies through connected solutions that simplify operations and accelerate discovery. Our platform brings together EDC, eConsent, eCOA/ePRO, randomization, analytics, and patient recruitment in a practical solution built for small to mid-size sponsors, CROs, and academic teams. We are building a more repeatable commercial engine across our eClinical and Recruit businesses, with a new lightweight EDC offering also emerging as a growth lever.

About the Role and Team:

The Corporate Controller plays a key role in managing financial reporting, ensuring accurate and compliant financial statements, overseeing the accounting department, and providing financial insights to support the strategic growth of the company. The Corporate Controller is responsible for overseeing the company’s accounting functions, including budgeting, financial reporting, audits, special projects, financial systems implementations and internal controls. This role is essential in helping the company scale efficiently and sustainably while maintaining a strong foundation in data-driven decision-making.

• Location: Fully Remote in the U.S.

• Status: Full-time, Exempt
• Reports to: Vice President of Finance

What You Will Do:

• Financial Reporting & Analysis:

  • Prepare accurate and timely financial statements, including profit & loss, balance sheet, cash flow statements, debt compliance packages and private equity monthly required financial reporting packages.

  • Provide detailed financial analysis to support the company and guide the decision-making processes, including variance analysis, profitability assessments, KPIs and cost control.

  • Ensure adherence to Generally Accepted Accounting Principles (GAAP) and other applicable regulatory standards.

  • Support VP of Finance in all fundraising, due diligence and investor communications, as needed.
    

• Budgeting & Forecasting:

  • Lead the annual budgeting process and maintain updated forecasts, working closely with department heads.

  • Systematically keep department heads appraised of their actual spend vs. budget on a regular basis.

  • Provide insights into financial performance and recommend strategies to meet financial goals and targets.
    

• Internal Controls & Compliance:

  • Develop, implement, and maintain internal controls to ensure compliance with financial regulations and safeguard company assets.

  • Oversee month-end, quarter-end, and year-end closing processes to ensure the accuracy and integrity of financial data.

  • Coordinate and manage external audits and ensure timely completion along with accurate financial disclosures and required supporting schedules.
    

• Cash Flow Management:

  • Oversee and report on cash management functions, including monitoring company cash flow, accounts payable, and accounts receivable.

  • Ensure the company maintains sufficient liquidity to meet operational and strategic needs.
    

• Team Management & Development:

  • Supervise and mentor the accounting and finance team, providing guidance and support for professional growth and development.

  • Coordinate the efforts of the finance team to ensure alignment with company goals and objectives and to create a collaborative and accountable environment that emphasizes learning and performance.
    

• Software & Systems Management:

  • Evaluate and implement accounting/ERP systems to streamline the company’s financial operations.

  • Ensure that the company’s invoicing and revenue recognition is compliant with ASC 606 and leverages financial systems and processes, ensuring smooth operations.

  • Recommend and implement improvements to financial systems and software to further optimize reporting, forecasting, and financial management processes.

• Strategic Planning & Collaboration:

  • Work closely with senior leadership to provide financial insights and support long-term strategic planning.

  • Collaborate with cross-functional teams to ensure financial alignment with business objectives and project timelines.
    

• Taxation & Regulatory Filings:

  • Oversee all tax-related matters, ensuring compliance with local, state, and federal tax regulations.

  • Coordinate preparation and filing of all corporate tax returns.

Qualifications:

Required:

• Bachelor’s degree in Accounting, Finance, or a related field
• Active CPA License
• Minimum 10 years of experience in an accounting or financial management role, including a minimum of 4 years in a leadership role
• Minimum 5 years of SaaS Industry Experience

• Strong command of revenue recognition under ASC 606, SaaS metrics, ERP implementations (NetSuite, Sage Intacct), Invoicing/Revenue recognition implementations (ie, Maxio, Zuora or similar) and CRMs (SalesForce)

Skills:

• Strong knowledge of financial reporting, budgeting, forecasting, and accounting principles.

• Experience with healthcare software solutions is a plus.

• Advanced proficiency in accounting software and Microsoft Excel and Google Sheets and Google Slides .

• Strong leadership and team management skills.

• Excellent analytical, problem-solving, and communication skills.

• Hands-on execution skills and a bias for action.

• In-depth knowledge of GAAP and financial regulations.

• Ability to work under pressure, prioritize requests, highly organized and meet deadlines.