Accounting
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Overview
Job Description
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 join our Charlotte team, owning day-to-day accounting operations and execution of our books for multiple portfolio companies. You'll have regular exposure to how the business actually runs, visibility into how financial decisions get made, and room to shape processes as we grows.
This is a great fit for someone a few years into their career who's ready for more ownership than a typical Senior Accountant seat usually offers. You won't be one of many accountants doing the same reports every month. You'll have real ownership, direct exposure to leadership, and a chance to grow into a bigger role as the company scales.
WHAT YOU'LL DO
- Run month-end and quarter-end close, including journal entries, reconciliations, accruals, and financial statements
- Take full ownership of day-to-day accounting execution including AR/AP, making sure nothing slips
- Support internal controls and GAAP compliance, and be a key contact during audits
- Work directly with the VP of Finance on reporting and analysis, with real visibility into leadership conversations and exposure across the business well beyond finance
- Work out of our Charlotte office five days a week, alongside the Executive team
WHAT YOU'LL BRING
- 3-5+ years of accounting experience, including exposure to a full close process, ideally in a SaaS or startup environments
- MS in Accounting, MBA, and/or CPA preferred
- Solid US GAAP knowledge and books that would hold up to an audit
- Comfort working in a modern ERP or accounting system (we use NetSuite)
- Experience working through an external audit from the company side
- The ability to take things and run with them, without needing a lot of hand holding
COMPENSATION
$100,000 - 125,000 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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