Develop and maintain the leading tax credit platform that has delivered $200+ million of tax credits to customers and raised $75 million in venture capital.
Lead the technical design and implementation of new products, e.g. support for new tax credits that increased revenue per customer by 10%.
- Redesigned the data model backing our tax credits to be far more flexible and support multiple tax forms, as well multiple versions of the same form
- Rearchitected our calculations to be composable, which made calculations easily reusable/testable and significantly improved accuracy/maintainability
- Built a new unified user experience allowing customers to manage all of their data in one place and claim all of the available tax credits together
- Together, this reduced a new credit’s time to market from months to weeks
Rearchitect critical systems like our data import pipeline, which extracts and transforms third-party financial data into domain-specific models.
- Identified and documented issues with the previous system, then rebuilt the pipeline with a new library to align it with our existing infrastructure choices
- Implemented a new queuing strategy to separate jobs into single-responsibility queues, support for job priority, rate limiting, and autoscaling
- This work led to a 500% increase in processing efficiency, the elimination of crashes, and a massive reduction in errors/incorrect data
Design and implement ML/AI systems, such as:
- Document parsing and data extraction for tax documents, leveraging fine-tuned models and human-in-the-loop feedback for further refinement
- Multi-platform tax chat systems powered by RAG (with dynamic chunking strategies), knowledge graphs, few-shot prompting, and user-specific data
- A custom LLM evaluation tool to manage the documents for RAG pipeline, a wide range of domain-specific evals, and human-in-the-loop feedback loops, which improved LLM response accuracy rates from under 20% to over 90%
- Nearest-neighbor models to estimate tax credit values and classification models for expense/payroll data trained with internal data sets
Maintain and support custom infrastructure, deployment, and data systems.
Contribute to organizational leadership by:
- Leading engineering teams, from product teams that build the core product to tiger teams that explore and prototype greenfield products
- Representing engineering in cross-functional planning and strategy contexts
- Helping to develop high-level engineering strategy, as well as designing and refining day-to-day engineering processes
- Hiring, mentoring, and leading teams of remote engineers across all experience levels

Index of /david-mccoy/software-engineer/cv