At the forefront of health tech innovation, CopilotIQ is transforming in-home care with the industry's first AI-driven platform that supports individuals through every stage of their health journey-from pre-surgical optimization to acute, post-acute and chronic care. We are helping people live healthier, longer lives by bringing personalized, proactive care directly into their homes. If you're passionate about driving real change in healthcare, join the Team!
What is the Senior Accountant role?
As a member of our finance team, you’ll play a key role in building our corporate accounting processes, systems, and policies from the ground up. You will be responsible for owning a broad array of accounting activities and monthly close tasks including, but not limited to, revenue recognition, preparation of journal entries, account reconciliations, and payroll. You will also be collaborating on system and process optimization projects and supporting the Senior Accounting Manager in enhancing the Company's existing accounting infrastructure.
If you’re someone who’s excited about building, not just minding debits and credits, then this role is for you.
What you’ll be doing:
- Collaborating with the Senior Accounting Manager to drive month, quarter, and year-end close processes
- Owning key accounting processes and financial operations, including but not limited to revenue recognition, payroll, corporate tax compliance, and annual report filings
- Developing and documenting core accounting policies for the company, and be a key player in preparing the company for a first year financial statement audit
- Serving as the primary contact for the company’s 401k audit(s), providing auditors with support as requested
- Preparing bank and other balance sheet reconciliations
- Working with the Senior Accounting Manager to build, document, and implement internal controls
- Partnering with teams across the business to provide operational support and ensure timely, accurate, and value-additive financial reporting
- Working on ad-hoc accounting and finance projects such as selecting and deploying new tools and systems
What you’ll bring
- 5 or more years of relevant accounting work experience (required) with 3 or more years in public accounting (Big 4 preferred)
- Bachelor's degree in Accounting (required)
- Strong knowledge of US GAAP accounting
- Active CPA (preferred) or eligibility to obtain CPA license (required)
- An instinct for process improvement
- Technical accounting experience, particularly relating to ASC 606, ASC 842, and ASC 805 is strongly preferred
- Proficiency in Microsoft Excel
- Quickbooks experience
- Experience with ERP systems (Dynamics 365, Netsuite or similar) implementation is a plus
- Prior experience with high-growth startups
- Excellent communication skills - particularly in writing and relationship building
- Collaborative style and ability to work with cross functional teams
- Proven ability to execute and optimize complex operational initiatives
Top Skills
What We Do
At CopilotIQ, our mission is clear: we are dedicated to delivering world-class care to seniors facing chronic conditions such as diabetes and hypertension. We firmly believe that every patient should have access to expert healthcare monitoring, consistent data collection, thoughtful support, and personalized care.
Our primary focus is on prevention – averting heart attacks and strokes before they even arise. CopilotIQ is at the forefront of pioneering solutions that proactively address diabetes and hypertension, preventing them from escalating into crises.
We collect an extraordinary 1,000 times more data than traditional healthcare providers. Our AI-powered software anticipates problems, signals nurses for timely intervention, and drives comprehensive treatment plans. By uniting the expertise of consistent remote nursing with cutting-edge AI technology, we provide patients with customized and proactive care.
In our ongoing pursuit of excellence, we're expanding the use of wearables and non-invasive devices to multiply the volume of data points from thousands to millions. CopilotIQ is not merely transforming healthcare; we are empowering seniors to lead healthier lives, free from the looming threat of medical emergencies.
Why Work With Us
At CopilotIQ, our uniqueness lies in fusing advanced AI with personalized clinical care, revolutionizing senior chronic condition management. We're a mission-driven team, dedicated to improving lives and shaping healthcare's future. Our remote-friendly culture values diversity, fostering innovation through varied backgrounds and abilities.
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