Accounting Lead
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About this role
WHO WE ARE
TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.
WHAT SETS US APART
- Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
- Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
- Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures.
- World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
OUR VALUES
- Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.
ROLE OVERVIEW
We're looking for someone to own the accounting function for multiple portfolio companies as a hands-on individual contributor, with a focus on audit and acquisition readiness. We’re looking for someone to join our team in Charlotte, working directly with business leadership while remaining hands-on in day-to-day execution.
WHAT YOU'LL DO
- Own the monthly close and day-to-day accounting from start to finish
- Prepare accurate financial statements, reconciliations, and management reports
- Get the company ready for a potential acquisition by cleaning up the books and organizing due-diligence support
- Lead the external audit and keep requests, documentation, and deadlines on track
- Strengthen accounting processes and partner with leadership and teams across the business
- Work out of our Charlotte office five days a week, alongside the executive team
WHAT YOU'LL BRING
- 4+ years of accounting experience, ideally with a company that was successfully acquired
- MS in Accounting, MBA, and/or CPA preferred
- Experience working through an external audit from the company side
- Comfort working in a modern ERP or accounting system (we use NetSuite)
- Solid US GAAP knowledge and books that would hold up to an audit
- The ability to take things and run with them, without needing a lot of hand holding
COMPENSATION
$110,000 - 130,000 USD, competitive and appropriate to experience level
In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO. See our Careers page for more details.
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
Please see more details on our privacy practices in our Privacy Notice here.
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