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Controller

Sana’s vision is to make healthcare easy.


All of us can agree healthcare is simply too hard in the US. And our members feel that pain day in and day out. We aim to create an experience that simply feels easy when you need to access our healthcare system. If you need something, you know where to go to get it with care that is a click (or as few clicks as possible!) away.


What’s beautiful about a vision oriented toward “easy” is how it imparts a singular feeling. We instinctively know as humans when something is easy versus hard, even if we can’t explain why. We fight as a company to make an easy pathway available to all our members at every stage of their healthcare journey. If you feel passionate about delivering better healthcare to small businesses through a seamless care experience and affordable benefits, join us!


We’re looking for a detail-oriented and strategic Controller to lead Sana’s accounting function and help scale our financial operations. As our Controller, you’ll build and optimize financial systems, ensure GAAP compliance, and implement best-in-class financial controls to support our continued growth. You’ll be a key player in refining our financial structure and partnering cross-functionally to drive operational excellence and strategic decision making.


We are a remote-first team and welcome applicants from all locations.



What you will do
  • Own the integrity of all accounting functions, including general ledger, accounts payable, accounts receivable, payroll, and cash management.
  • Manage a small but high-performing accounting team, including fostering continued career growth through regular coaching, consistent 1:1s, feedback sessions, problem-solving, and Q&A during normal business hours.
  • Ensure timely and accurate month-end, quarter-end, and year-end closings, including maintaining all financial records in QuickBooks and overseeing monthly reconciliations and transaction categorizations.
  • Effectively manage the accounting process under both cash and accrual accounting methods while ensuring compliance with GAAP standards.
  • Prepare accurate and timely financial statements for management, the Board of Directors, and investors
  • Own our accounts payable/receivable processes and generally ensure smooth day-to-day accounting operations.
  • Lead process and system improvements to ensure accurate and timely financial reporting, both internal and external.
  • Serve as the primary point of contact for external auditors, coordinating audit schedules, providing necessary documentation, and addressing audit queries to ensure timely and efficient completion of audits
  • Oversee tax planning and compliance, working closely with our external tax advisors
  • Develop and maintain financial accounting policies and robust internal controls, ensuring compliance with professional standards and regulatory requirements.
  • Manage the implementation and maintenance of any ERP and accounting software.
  • Collaborate with FP&A on budgeting, forecasting, and strategic financial planning.
  • Develop, maintain, and communicate department/employee spending policies to align with company growth and financial health.
  • Generally work cross-functionally with People, Legal, Product, Engineering, Operations, Care, and Revenue teams to optimize financial workflows.


About you:
  • Bachelor's Degree in Accounting, Finance, or a related field; CPA required.
  • 8+ years of accounting experience. Bonus points for both public accounting and private company experience with 4+ years of experience leading high-performing accounting teams (ideally as a Controller or Assistant Controller). Prior experience in InsureTech and/or digital health start-ups is also a plus.
  • Self-described accounting nerd with a strong proficiency in Quickbooks and Excel. Ideally, you have a knowledge of a variety of accounting software tools and think critically about which tools are appropriate for us.
  • Strong working knowledge of GAAP, financial reporting, and regulatory compliance
  • Exceptional verbal and written communication skills—able to distill financial concepts into clear, actionable insights for non-finance stakeholders.
  • Prior experience leading a financial audit or scaling a company’s financial infrastructure is a big advantage.
  • You are mission-driven. You care about making our healthcare system work better for people and business owners
  • You ask questions from a place of genuine curiosity and humility 
  • You assume positive intent and meet your teammates with compassionate candor to solve problems together
  • You remain flexible, resilient, and foster a culture of continuous learning even in the face of hardship. 
  • You bring a bias for action paired with intelligent risk-taking 
  • You follow through on your commitments and foster trust with your colleagues. 


$175,000 - $225,000 a year
Our cash compensation amount for this role is targeted at $175,000 base + $225,000 + equity per year for all US-based remote locations. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

About Sana


Sana is a modern health plan solution for small and medium businesses. We use a more efficient financing structure and integrated technology solutions to cut out wasteful spending and get members access to better quality care at lower cost. Founded in 2017, we are an experienced team of engineers, designers and health system operators. We have the financial backing of Silicon Valley venture firms and innovative reinsurance partners. If you are excited about building something new and being a part of fixing our broken healthcare system from the inside, please reach out!

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CEO of Sana Benefits
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Average salary estimate

$200000 / YEARLY (est.)
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$175000K
$225000K

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What You Should Know About Controller, Sana Benefits

If you’re passionate about transforming healthcare and want to play a crucial role in a company's financial operations, look no further than the Controller position at Sana! We’re on a mission to make healthcare work better for everyone, especially small businesses. As our Controller, you’ll bring your detail-oriented expertise to lead the accounting function, ensuring that everything from general ledger to cash management runs smoothly. In this remote role, you’ll not only manage a high-performing accounting team but also oversee important monthly and yearly financial processes while maintaining compliance with GAAP standards. Your knack for optimizing financial systems will shine as you prepare accurate financial statements for our management, Board of Directors, and investors. You'll collaborate across various teams, from People and Legal to Engineering, all while ensuring we foster a culture of continuous learning. At Sana, we believe in making healthcare easy and efficient, just like we want our financial operations to be. If you hold a CPA and have over 8 years of accounting experience, including leadership roles, we want you to join us and help redefine the healthcare experience for our members!

Frequently Asked Questions (FAQs) for Controller Role at Sana Benefits
What responsibilities does the Controller at Sana have?

The Controller at Sana is responsible for managing all accounting functions, including the general ledger, accounts payable, accounts receivable, payroll, and cash management. This role includes overseeing month-end, quarter-end, and year-end closings, ensuring compliance with GAAP standards, and preparing timely financial statements for the management and the Board of Directors.

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What qualifications are required for the Controller position at Sana?

To qualify for the Controller position at Sana, candidates must hold a Bachelor's Degree in Accounting, Finance, or a related field, and possess a CPA certification. Additionally, a minimum of 8 years of accounting experience is crucial, ideally with both public accounting and private company experience. Leadership experience in high-performing accounting teams is preferred.

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Does the Controller role at Sana involve team management?

Yes, the Controller at Sana will manage a small yet high-performing accounting team. This involves fostering career growth through coaching, feedback sessions, and problem-solving discussions, ensuring the team's continued development in a supportive environment.

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What accounting software does the Controller at Sana utilize?

The Controller position at Sana requires strong proficiency in QuickBooks, along with knowledge of other accounting software tools. The role involves evaluating various accounting tools to determine which is best suited for the company's needs and implementing those systems effectively.

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How does the Controller at Sana contribute to financial reporting?

The Controller contributes to financial reporting by leading the preparation of accurate monthly and annual financial statements. This includes managing the accounting process, ensuring compliance with financial standards, and effectively communicating financial insights to various stakeholders.

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Common Interview Questions for Controller
Can you describe your experience with GAAP compliance in your previous roles?

In my previous roles, I ensured GAAP compliance by closely monitoring all financial records and implementing robust internal controls. I regularly collaborated with external auditors and adapted our accounting processes to align with new regulations, ensuring accuracy and transparency.

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How do you manage your accounting team to achieve high performance?

To manage my accounting team effectively, I prioritize regular communication and feedback. I hold consistent 1:1 sessions to discuss progress and provide coaching, ensuring each team member has clear goals and the resources they need to excel.

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What steps do you take to ensure timely month-end and year-end closings?

To ensure timely closings, I develop a detailed closing calendar that outlines all tasks and responsibilities. I delegate specific tasks to team members based on their strengths and monitor progress frequently to address any challenges proactively.

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Describe your experience with financial audits?

I have extensive experience leading financial audits, where I coordinated with external auditors by providing necessary documentation and addressing any questions they had. I believe in thorough preparation to streamline the audit process and ensure compliance.

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How do you approach financial forecasting and budgeting?

I approach financial forecasting and budgeting collaboratively, working closely with FP&A teams to gather data and insights. I utilize historical data to identify trends and make informed projections, ensuring accuracy and predicting potential challenges.

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What is your experience with tax planning and compliance?

I have worked with external tax advisors to oversee tax planning and ensure compliance with regulations. This includes managing tax schedules, preparing returns, and making strategic decisions to minimize tax liabilities while adhering to laws.

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How do you handle discrepancies in financial statements?

When handling discrepancies, I immediately investigate by reviewing transaction records and reconciling accounts. I believe in a systematic approach to identify the root cause and implement corrective actions to prevent future occurrences.

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Can you explain how you've fostered a culture of continuous learning within your team?

I encourage continuous learning by promoting professional development opportunities and providing access to training resources. I also initiate knowledge-sharing sessions where team members can present on topics they're passionate about.

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What strategies do you use to assess financial software tools?

When assessing financial software tools, I evaluate their features based on our company’s specific needs. I consider factors such as user experience, scalability, integration capabilities, and overall cost-effectiveness to select the best solutions.

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What is your philosophy on risk-taking in financial management?

I believe that risk-taking in financial management should be balanced with diligent analysis. Assessing potential risks versus rewards helps foster innovation while ensuring that we maintain financial stability and adhere to our company’s goals.

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Full-time, remote
DATE POSTED
February 20, 2025

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