Teams at CopilotIQ

Own end-to-end business analyses, operational models, dashboards, KPIs, and recommendations that guide company decision-making. Partner with Operations, Finance, Product, Clinical, and Engineering teams to evaluate process improvements, capacity, business opportunities, and data quality. Automate reporting, validate assumptions, communicate insights clearly, and support implementation of operational improvements.

Lead accounting operations, external audit readiness, technical accounting, month-end and quarter-end close, reconciliations, financial reporting, internal controls, payroll, and process improvements. Own audit requests, ASC 606 revenue recognition, inventory, equity accounting, and complex transaction research. Manage payroll compliance, support invoicing and budgeting, mentor staff accountants, and assist the Controller with financial workflows and special projects.

Build and operate full-stack healthcare products across frontend, backend, event-driven workflows, data services, integrations, and AI-powered features. Partner with Product and clinical, sales, and operations stakeholders to define problems, ship solutions, measure outcomes, and iterate. Own system design, reliability, security, observability, testing, incident response, and production quality, particularly for patient data, clinical logic, billing, and LLM functionality.