Director, Financial Operations & Regulatory Reporting

Position Overview

We are seeking a highly analytical strategic and hands-on Director Financial Operations & Regulatory Reporting to lead automate and scale critical accounting functions across our global this role you will gain broad exposure across various financial domains collaborating closely with executive leadership to streamline processes enhance internal controls and drive IPO readiness.

You will directly lead a global cross-functional team across Regulatory Accounting Commissions and Stock Administration serving as a critical liaison between Finance Legal Compliance Sales and People Operations. The ideal candidate thrives in a fast-paced environment loves leveraging data to solve complex business problems and possesses a strong background in public accounting or internal audits.

Key Responsibilities

Process Automation & Global Accounting Exposure

• Process Transformation: Lead initiatives to automate and streamline accounting processes across various global functions.
• Cross-Functional Collaboration: Partner closely with executive leadership as well as Legal Compliance Engineering Sales and People Ops.

Regulatory Reporting & Customer Funds Strategy

• Strategic Oversight: Provide high-level oversight and strategy for all customer funds activity and regulatory/compliance reporting.
• Discrepancy Resolution: Investigate and resolve anomalies in customer funds reporting collaborating with internal data and product teams to enhance reporting efficiency and accuracy.
• Regulatory Liaison: Act as the core liaison between finance legal compliance and data analytics teams to ensure total accuracy of regulatory reports. Take the finance lead at meetings with the Regulators and responding to inquiries monitoring compliance for state requirements and providing strategic input.

Sales Commissions Accounting

• Compensation Plan Expertise: Gain a deep operational understanding of complex sales compensation plans approval workflows calculations and timely submission for payouts.
• Financial Estimation: Continually optimize and streamline the processes behind commission accrual calculations and monthly estimates.
• Stakeholder Management: Act as the primary accounting touchpoint for sales representatives regarding commission data (excluding deal desk or contract negotiations).

Equity & Stock Management

• Equity Point Person: Oversee all global stock-related transactions investor transactions and secondary offerings.
• SBC & Award Accounting: Review all Stock-Based Compensation (SBC) expense reports and manage the technical accounting for equity award modifications.
• Platform Management: Own the issuance of grants including obtaining BOD approvals and manage the release of equity grants within Shareworks.

Technical Accounting Audits & IPO Readiness

• Technical Research: Lead technical accounting analysis as needed including quarterly evaluations of new accounting pronouncements affecting the organization.
• Audit Management: Drive interactions with external auditors supporting both regulatory and financial audits and ensuring audits are completed timely.
• IPO Readiness: Own and advance internal initiatives to prepare the corporate accounting functions for a potential IPO.

Qualifications & Skills

• Education: Bachelors degree in Finance Accounting or a highly analytical field. CPA or equivalent certification is highly preferred.
• Experience: Minimum 10 years of progressive accounting experience with a preference for candidates coming from Public Accounting (Big 4 preferred) and/or Internal Audit backgrounds.
• Leadership Experience: Proven track record of managing and developing direct reports ideally across international time zones.
• Data & Spreadsheets: Exceptional advanced Microsoft Excel skills; comfort working with massive high-volume datasets to solve complex business problems.
• Systems Knowledge: Experience with equity management platforms (e.g. Shareworks) and data visualization and AI tools (e.g. PowerBI Tableau Alteryx Claude Gemini etc.) is a major plus.
• Technical Accounting: Strong foundational knowledge of US GAAP equity accounting (SBC) and multi-entity regulatory frameworks.
• Communication: Excellent verbal and written communication skills with the ability to translate complex financial concepts to non-finance stakeholders (Legal Compliance Sales People Ops).
• Adaptability: Ability to thrive and remain agile in a fast-paced rapidly scaling corporate environment.
• Attention to Detail: Intense focus on accuracy compliance and meticulous organizational design.

The anticipated base pay rate for this position is 165000 - 195000 CAD annually.

Expected Total Compensation: 165000 - 195000 CAD annually.

The compensation information above reflects our reasonable expectation for this role based on several factors includingcurrent market conditions. Final compensation will be determined through individual assessment of experience skillsqualifications and other job-relevant factors. Actual offers may vary within or only in exceptional circumstances outsidethe stated range based on the candidates unique qualifications and our comprehensive evaluation process. We arecommitted to equitable compensation practices in compliance with applicable employment laws.

Our Mission

Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch GoDaddy Roku and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust reliability and innovation. Tipalti means we handled it - a mission to which we are constantly committed.

Accommodations
Tipalti champions inclusive teams in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process including access to alternate formats of materials meeting spaces or other accommodations that could better enable your full participation please reach out to for assistance.

AI Use
We may use artificial intelligence and automated systems (collectively AI) to screen assess and select candidates during our recruitment process. This includes resume screening skills assessment and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process you can contact .

Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice Tipalti

Experience:

Director