About Earned Wealth
Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Our offering is differentiated, superior and creates deep connections with our clients.
What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.
Join us as we build the future of financial services for doctors—faster, smarter, and at scale.
The Corporate Controller is responsible for overseeing the company’s accounting operations, including the production of periodic financial reports, maintenance of accounting records, and a comprehensive set of controls designed to mitigate risk, enhance the accuracy of the company’s reported financial results, and ensure compliance with GAAP and regulatory requirements. The role requires a strategic leader with strong technical expertise and a hands-on approach to process improvement and financial reporting.
Key Responsibilities:
• Lead and manage all accounting operations including general ledger, field accounting, accounting policy, acquisition integration, and internal / external reporting
• Oversee timely and accurate monthly, quarterly, and annual financial close processes
• Prepare internal and external financial statements in accordance with GAAP
• Ensure compliance with all regulatory, tax, and financial reporting requirements
• Manage relationships with external auditors and coordinate annual financial audits
• Design and implement effective internal controls to safeguard company assets and ensure compliance
• Partner with the CFO and executive team to provide financial insights and support strategic decision-making
• Develop and maintain accounting policies, procedures, and documentation
• Supervise, mentor, and develop the accounting team, ensuring high performance and professional growth
• Oversee consolidation of multiple business units and/or subsidiaries (if applicable)
• Participate in due diligence and integration for M&A activity
• Manage the company’s ERP and financial reporting systems; drive automation and process improvements
Qualifications:
• Bachelor’s degree in Accounting or Finance (Master’s preferred)
• 10+ years of progressive accounting experience, including public accounting and corporate accounting
• 5+ years in a leadership role, preferably in a high-growth or private equity-backed environment
• Strong knowledge of US GAAP and internal controls (SOX experience a plus)
• Experience with financial reporting systems (e.g., NetSuite, Oracle, SAP, QuickBooks Enterprise)
• Excellent analytical, leadership, and communication skills
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities
• High attention to detail and a commitment to accuracy and integrity
Preferred Experience:
• Experience in multi-entity, multi-location organizations
• Prior exposure to M&A and post-acquisition integration
• Familiarity with private equity reporting requirements
Benefits
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An attractive total compensation package
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Employer-sponsored health insurance (medical, dental, vision)
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401k + 5% match