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Controller

Role overview

Qualifications

  • 15+ years of progressive Finance/Accounting experience, including a mix of public accounting and industry experience, with a track record of leading external audits and preparing audit-ready financials in a high-growth environment
  • CPA (or equivalent) and a Bachelor's degree are required
  • Big 4 experience strongly preferred
  • Deep knowledge of GAAP and financial reporting with a strong technical accounting foundation in complex areas (e.g., revenue recognition, lease accounting, M&A/purchase accounting, multi-entity consolidations)

Responsibilities

  • Own and automate core accounting functions across entities, including month-end close, order-to-cash, procure-to-pay, and record-to-report
  • Ensure timely and accurate financial statements and consolidated reporting
  • Lead and coordinate the company’s inaugural external audit across all entities
  • Build, mentor, and lead a high-performing accounting and finance operations team

About the company

CopilotIQ logo

CopilotIQ

Digital Health & Health Tech

CopilotIQ is the leader in high-frequency connected care for older Americans with chronic conditions, including diabetes and hypertension. We are transforming the care delivery model from episodic doctor visits to frequent, direct-to-patient care. CopilotIQ uses its next generation software platform combined with connected in-home devices to empower nurses and providers to deliver better health outcomes.

Company details

Company typeSME
IndustryDigital Health & Health Tech
Company size51 - 200

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Job description

At the forefront of health tech innovation, CopilotIQ+Biofourmis 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. With CopilotIQ's commitment to enhancing the lives of seniors with chronic conditions and Biofourmis' advanced data-driven insights and virtual care solutions, we're setting a new standard in accessible healthcare. If you're passionate about driving real change in healthcare, join the CopilotIQ+Biofourmis Team!

What is the Controller role?

As the Controller, you will lead our accounting operations—overseeing the close process, ensuring accurate financial reporting, managing internal controls, and lead audit readiness. You will deliver monthly, quarterly, and annual financial statements to inform executive decision-making. Collaborating across operations, HR, legal, and other functions, you will align our financial infrastructure with strategic growth initiatives while mentoring the accounting team and optimizing finance systems and controls. A licensed CPA with strong technical accounting background, proven track record of leading financial audit and GAAP compliance, and deep experience in ERP system implementation / optimization will be best suited to grow this function and help guide the company toward public-market readiness.

What you’ll be doing:

  • Own and automate core accounting functions across entities, including month-end close, order-to-cash, procure-to-pay, and record-to-report
  • Ensure timely and accurate financial statements and consolidated reporting
  • Lead and coordinate the company’s inaugural external audit across all entities
  • Partner with engineering, product, and operations to implement scalable financial systems and ERP infrastructure
  • Design, implement, and enforce standardized accounting policies and internal controls across domestic and international entities
  • Build, mentor, and lead a high-performing accounting and finance operations team
  • Manage multi-jurisdictional tax strategy and compliance
  • Oversee insurance policies to balance cost, risk, and partner requirements
  • Collaborate cross-functionally with clinicians, operators, and engineers to support rapid scaling
  • Oversee special finance and infrastructure projects tied to strategic growth initiatives

What you’ll bring

  • 15+ years of progressive Finance/Accounting experience, including a combination of public accounting and industry experience, with a track record of leading external audit and preparing audit-ready financials in a high-growth environment
  • Bachelor’s degree required;
  • CPA (or equivalent) required
  • Big 4 experience strongly preferred. 
  • Deep knowledge of GAAP and financial reporting. Strong technical accounting foundation in complex accounting positions (e.g., revenue recognition, lease financing, M&A/purchase accounting, multi-entity consolidations)
  • Proven ability to build and scale accounting processes, including establishing close discipline, strengthening internal controls, and driving audit readiness
  • Hands-on, “player-coach” mindset with a willingness to roll up your sleeves, combined with the ability to zoom out and act as a strategic partner to the business and leadership team
  • Strong interpersonal and stakeholder management skills, with the ability to communicate effectively across a diverse range of audiences
  • Experience working with venture-backed, high-growth technology companies strongly preferred
  • Demonstrated experience managing global accounting teams, with the ability to design effective operating models, drive accountability, and ensure quality and efficiency
  • Experience leading ERP and financial system consolidation and implementations
  • A strong sense of mission, ownership, and accountability, with a desire to build, optimize, and have impact at scale in a fast-evolving organization

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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