Financial Controller (San Francisco, CA)

About Collectly:

Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.

At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.

By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most—delivering care.

The Opportunity:

Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment.

Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.

• Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports.
• Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.).
• Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results.
• Utilize automation processes to enhance operational velocity, precision, and data insights.
• Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting.
• Oversee external audits, tax filings, and regulatory compliance requirements.
• Implement robust internal policies and controls in accordance with US GAAP standards.

• 5+ years of progressive accounting experience
• Background in B2B SaaS startups (Series A, B & C)
• Experience in high-growth, venture-backed companies
• Deep knowledge of US GAAP and ASC 606
• Familiarity with B2B SaaS business models
• Systems-oriented mindset with interest in automation and AI
• High ownership, strong judgment, and comfort working closely with leadership

Why You'll Love It Here:

Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.

Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.

Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.

Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.

Student Loan Support: We help lighten the load with contributions toward your student loans.

Compensation: $150,000 - $180,000 per year