HEALWELL AI (TSX: AIDX)

Accountant

• Maintain accurate and up-to-date financial records for multiple subsidiaries, including GL, AP, AR, payroll postings, and bank accounts.
• Prepare and post journal entries, accruals, and adjustments in a timely manner.
• Perform monthly bank and balance sheet reconciliations (cash, receivables, payables, intercompany, prepaid, accruals, etc.).
• Manage day-to-day bookkeeping tasks, including invoice processing and vendor payments.
• Support the monthly, quarterly, and year-end close processes across multiple BUs.
• Assist in preparing consolidated financial statements, management reports, and variance analysis.
• Maintain schedules, working papers, and supporting documentation for audits and reviews.
• Ensure compliance with IFRS, company policies, and internal controls.
• Prepare expense analyses of major accounts and identify trends or anomalies.
• Extract, transform, and analyze data from ERP/accounting systems for reporting.
• Provide support to BU managers by answering finance-related queries and explaining results.
• Assist in budget tracking and monitoring, providing insights into variances.
• Ensure accurate documentation and audit readiness of all financial records.
• Prepare supporting schedules and documentation for external auditors and tax filings.
• Stay up-to-date on accounting policies, tax regulations, and reporting requirements.

Operations

• Manage end-to-end execution of Life Sciences customer engagements, including Patient Identification, RWE, and DIAS programs.
• Build and maintain integrated project plans aligned to customer SOWs, including scope, milestones, timelines, dependencies, owners, and acceptance criteria.
• Establish and run delivery cadence (status updates, working sessions, executive updates as needed).
• Track actions, risks, issues, and decisions; escalate clearly and proactively.
• Ensure deliverables are completed on time and meet customer expectations and internal quality standards.
• Coordinate execution across internal teams, including clinical/medical affairs, data science/engineering, physician recruitment, product, commercial, and finance.
• Align workplans with functional leaders’ priorities and capacity; confirm handoffs and dependencies.
• Ensure clear ownership by documenting responsibilities, timelines, and definitions of “done.”
• Ensure effective use of Salesforce to support physician recruitment, project execution, automation, and operational visibility.
• Act as the primary operational partner to the Salesforce vendor for Life Sciences, owning requirements definition and delivery coordination.
• Drive automation of project, milestone, and delivery workflows to improve scale and reduce manual effort.
• Ensure dashboards and reports accurately reflect project health, delivery performance, forecasting, and operational effectiveness.
• Maintain high data quality and timely updates across systems.
• Ensure audit-ready filing of customer agreements and required documentation.
• Support revenue forecasting through accurate tracking of project timelines, milestones, and delivery status.
• Represent Life Sciences in revenue recognition and delivery review discussions with Finance.
• Coordinate timely and accurate customer invoicing once contractual milestones are achieved and accepted.
• Maintain forward-looking visibility into resourcing needs across all Life Sciences projects.
• Partner with Sales during deal planning to provide realistic delivery input and prevent over-commitment.
• Monitor utilization, capacity constraints, and sequencing risk across concurrent projects.
• Proactively surface capacity issues, delivery risks, and trade-offs with mitigation recommendations.
• Operate primarily as an internal project manager supporting customer-facing discussions led by Commercial and Clinical Science leads.
• Ensure internal teams are prepared for customer interactions with accurate delivery status, timelines, and risk visibility.
• Maintain alignment between internal execution plans and customer expectations and contractual commitments.

Project Operations Manager

• Maintain accurate and up-to-date financial records, including GL, AP, AR, payroll postings, and bank accounts.
• Prepare and post journal entries, accruals, and adjustments in a timely manner.
• Perform monthly bank and balance sheet reconciliations (cash, receivables, payables, intercompany, prepaid, accruals, etc.).
• Manage day-to-day bookkeeping tasks, including invoice processing and vendor payments.
• Support the monthly, quarterly, and year-end close processes.
• Assist in preparing consolidated financial statements, management reports, and variance analysis.
• Maintain schedules, working papers, and supporting documentation for audits and reviews.
• Ensure compliance with IFRS, company policies, and internal controls.
• Prepare expense analyses of major accounts and identify trends or anomalies.
• Extract, transform, and analyze data from ERP/accounting systems for reporting.
• Provide support to BU managers by answering finance-related queries and explaining results.
• Assist in budget tracking and monitoring, providing insights into variances.
• Ensure accurate documentation and audit readiness of all financial records.
• Prepare supporting schedules and documentation for external auditors and tax filings.
• Stay up-to-date on accounting policies, tax regulations, and reporting requirements.

Clinical Research

• Own and deliver against an annual revenue target for the Patient Identification for Clinical Trials offering.
• Develop and execute a strategic business plan to achieve defined revenue and growth objectives.
• Build and manage a qualified sales pipeline across CROs, sponsors, and investigator networks.
• Lead full sales cycles from prospecting through negotiation and contract execution.
• Identify expansion opportunities within existing customer accounts.
• Shape go-to-market strategy, positioning, and competitive differentiation for the Clinical Trials Patient ID offering.
• Translate enrollment, feasibility, and site performance challenges into clear commercial value propositions.
• Drive promotional initiatives and manage an allocated promotional budget to support business development objectives.
• Utilize and maintain the company’s CRM system (currently Salesforce) to document customer interactions, pipeline progression, and project activity.
• Provide regular and accurate revenue forecasting to leadership.
• Maintain disciplined reporting on active accounts, pipeline status, and revenue performance metrics.
• Ensure successful execution of customer initiatives in partnership with Clinical Science, Operations, and Delivery teams.
• Maintain executive-level customer relationships post-sale to support retention and expansion.
• Monitor customer outcomes to identify renewal and upsell opportunities.
• Represent HEALWELL AI at industry conferences, customer meetings, and promotional events.
• Participate in panels and podium presentations supporting visibility of the Patient ID offering.

Accountant

Project Operations Manager

Accountant

Commercial Director, Clinical Research Acceleration