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Summary

Lead Controller role at venture-backed EdTech company (Series B, $31.5M) responsible for establishing world-class accounting operations and preparing the organization for Big 4 audits. This is a critical position supporting the company's next phase of growth with direct reporting to the Head of Finance.

Key Responsibilities: Own all accounting operations including GL, AP, AR, payroll, revenue recognition, and tax compliance; prepare and manage monthly/quarterly/annual financial statements and lead Big 4 audit coordination. Partner with FP&A on budgeting and forecasting while implementing internal controls and driving process improvements across accounting workflows.
Skills & Tools: CPA with deep expertise in US GAAP, ASC 606 revenue recognition, and internal control frameworks; strong ERP experience (NetSuite preferred) with proven ability to lead system implementations and manage cross-functional relationships. Demonstrated leadership capability with exceptional organizational skills and ability to manage multiple priorities in fast-paced environments.
Qualifications: CPA required with 8–12+ years of progressive accounting experience including at least 5 years in a leadership role; public accounting background with Big 4 preferred and direct audit experience. Proven track record of successfully preparing companies for Big 4 audits and experience in high-growth venture-backed companies (Series B–D stage preferred).
Location: New York, NY (408 Broadway, Floor 5, TriBeCa) — Hybrid, 3 days/week on-site (Tuesday, Wednesday, Thursday)
Compensation: Not provided by employer. Typical compensation for this role is $180,000 – $240,000/year based on title, seniority, and location.

Job Description

About Stepful:

Stepful is reimagining allied healthcare training by offering affordable, online, instructor-led, and AI-supported programs that help learners—especially those from underserved communities—launch high-demand healthcare careers.

In addition to our direct-to-consumer training, Stepful partners with leading healthcare institutions to build talent pipelines and address the growing shortage of allied health workers. Our graduates, including Medical Assistants, Pharmacy Technicians and more, go on to work at major employers like CVS, NY-Presbyterian, and Walgreens.

Stepful is backed by Y Combinator, Reach Capital, and AlleyCorp, with a recent $31.5M Series B led by Oak HC/FT. We were named the #1 EdTech company in the U.S. by TIME for 2025.

We’re unlocking the full potential of the global workforce—improving access to quality healthcare for everyone, everywhere.

Our values:

We credit much of our success to our exceptional team. We’re looking for mission-driven individuals who thrive in fast-paced, sometimes ambiguous environments, and embody our four core values:

Care first: We do whatever it takes for our students to succeed.

Learn quickly: We test, learn with data, and iterate.

Build together: We win when we rely on each other.

Own it: We show up, take initiative, and show pride.

The opportunity:

We're adding a Controller to our Finance team to establish world-class accounting operations and lead our transition to Big 4 audits. You'll play a critical role in building scalable processes, ensuring audit readiness, and supporting our leadership team with strategic financial insights as we prepare for our next phase of growth.

This role reports directly to the Head of Finance and partners closely with cross-functional teams across the organization. You will establish robust accounting operations while maintaining the rigor required for financial accuracy and audit compliance.

This is a hybrid opportunity requiring three days/week (Tuesday, Wednesday, Thursday) working out of our office located in TriBeCa.

What you’ll do:

  • Own all aspects of accounting operations, including GL, AP, AR, payroll, revenue recognition, and tax compliance
  • Prepare and review monthly, quarterly, and annual financial statements in accordance with US GAAP
  • Lead preparation for and management of annual external audits with Big 4 accounting firm
  • Oversee revenue recognition policies in accordance with ASC 606, ensuring accuracy for B2C and B2B subscription usage models
  • Manage GL reconciliations and maintaining internal controls to ensure financial integrity
  • Maintain compliance with federal, state, and local reporting requirements, including timely and accurate preparation of tax filings
  • Implement and monitor internal controls to ensure compliance with audit requirements
  • Optimize accounting workflows and documentation for scalability
  • Partner with FP&A on budgeting, forecasting, and financial analysis
  • Manage relationships with auditors, tax advisors, and other external partners
  • Drive process improvements to enhance accuracy, efficiency, and transparency

What you’ll bring:

  • CPA with 8–12+ years of progressive accounting experience, including at least 5 years in a leadership role
  • Track record of hiring, training, and developing high performing teams
  • Public accounting background (Big 4 preferred) with direct audit experience.
  • Experience in high-growth venture-backed companies (ideally Series B–D stage)
  • In-depth knowledge of US GAAP, ASC 606, and internal control frameworks
  • Proven track record of successfully preparing a company for Big 4 audits
  • Hands-on operational accounting skills with ability to dive into details while managing strategic initiatives
  • Strong ERP experience (NetSuite) and ability to lead system implementations
  • Exceptional organizational skills with ability to manage multiple priorities under tight deadlines

Bonus points if:

  • Experience in SaaS, technology-enabled services, or subscription-based revenue model
  • Exposure to IPO readiness
  • Advanced Excel and experience with business intelligence tools (e.g., Looker)

Interview Process:

  • Intro call with Talent Acquisition team
  • Interview with Hiring Manager
  • Take-Home Assignment
  • On-site Panel Interview

Benefits and Compensation:

  • Meaningful Equity Stake
  • Subsidized Medical, Dental, and Vision insurance plan options
  • 401(k)
  • FSA, HSA and commuter benefits
  • Open vacation policy, including:
  • Guidance of 15 days PTO annually
  • Stepful closed the last week of December
  • 15 work-from-anywhere days
  • 10 public holidays observed for 2025

The target base salary range for this opportunity is $180,000 - $220,000 and is part of a competitive total rewards package including equity and benefits. Individual pay may vary from the target range and is determined by a number of factors including experience, internal pay equity and other relevant business considerations.

Stepful is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic.

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