WHO WE ARE
TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers advisors workplaces and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic tailored guidance at scalewithout added complexity. Combining proprietary models specialized data and a fast-paced engineering culture we create secure compliant tools that power real outcomes. Other differentiators include:
- Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
- Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
- Strategic Partners: Partners include J.P. Morgan Franklin Templeton Morningstar Broadridge Hamilton Lane Motive Partners and SEI.
- World-Class Team: Complimentary financial services & technical expertise from Google Microsoft Uber PayPal eBay Techstars BlackRock LPL Franklin Templeton Morgan Stanley Broadridge and more.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth fueled by a beginners 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
The VP Finance will oversee the finance and accounting function with a focus on FP&A. They will be accountable for driving financial insight and operating discipline working directly with the CEO and COO. This is a highly visible role with real ownership suited for someone who thrives in fast-paced entrepreneurial environments and prefers doing over delegating.
WHAT YOULL DO
- Lead the finance and accounting functions including: managing cap tables FP&A internal and external reporting transactional accounting cash management tax and compliance audits financial forecasting budgeting and quarterly/annual planning
- Develop and present timely and accurate analysis of budgets variances to key goals KPIs financial reports and financial trends to assist senior executives and the Advisory Board in making decisions
- Lead the financial evaluation and execution of potential alliances acquisitions mergers and investments
- Facilitate and/or execute forward-looking financial views including pro forma P&Ls cash projections product margin analysis investment initiative analysis pricing analysis and resource analysis
- Leverage AI tools to streamline workflows scale operations and improve accuracy.
WHAT YOULL BRING
- 8 years experience leading finance and accounting functions in a lean SaaS or AI startup environment including direct experience in fp&a
- Demonstrated experience of negotiating complex software license agreements with large enterprise customers
- Ability to make decisions quickly and be comfortable with ambiguity
- Thrive in fast-paced entrepreneurial environments; proactive adaptable and solutions-oriented.
COMPENSATION
$150000 - $200000
In addition to cash compensation a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health dental and vision coverage retirement benefits and flexible PTO.
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 Noticehere.
Required Experience:
Exec
WHO WE ARETIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers advisors workplaces and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic tailored guidance at scalewithout added complexity. Combining proprietary mode...
WHO WE ARE
TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers advisors workplaces and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic tailored guidance at scalewithout added complexity. Combining proprietary models specialized data and a fast-paced engineering culture we create secure compliant tools that power real outcomes. Other differentiators include:
- Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
- Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
- Strategic Partners: Partners include J.P. Morgan Franklin Templeton Morningstar Broadridge Hamilton Lane Motive Partners and SEI.
- World-Class Team: Complimentary financial services & technical expertise from Google Microsoft Uber PayPal eBay Techstars BlackRock LPL Franklin Templeton Morgan Stanley Broadridge and more.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth fueled by a beginners 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
The VP Finance will oversee the finance and accounting function with a focus on FP&A. They will be accountable for driving financial insight and operating discipline working directly with the CEO and COO. This is a highly visible role with real ownership suited for someone who thrives in fast-paced entrepreneurial environments and prefers doing over delegating.
WHAT YOULL DO
- Lead the finance and accounting functions including: managing cap tables FP&A internal and external reporting transactional accounting cash management tax and compliance audits financial forecasting budgeting and quarterly/annual planning
- Develop and present timely and accurate analysis of budgets variances to key goals KPIs financial reports and financial trends to assist senior executives and the Advisory Board in making decisions
- Lead the financial evaluation and execution of potential alliances acquisitions mergers and investments
- Facilitate and/or execute forward-looking financial views including pro forma P&Ls cash projections product margin analysis investment initiative analysis pricing analysis and resource analysis
- Leverage AI tools to streamline workflows scale operations and improve accuracy.
WHAT YOULL BRING
- 8 years experience leading finance and accounting functions in a lean SaaS or AI startup environment including direct experience in fp&a
- Demonstrated experience of negotiating complex software license agreements with large enterprise customers
- Ability to make decisions quickly and be comfortable with ambiguity
- Thrive in fast-paced entrepreneurial environments; proactive adaptable and solutions-oriented.
COMPENSATION
$150000 - $200000
In addition to cash compensation a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health dental and vision coverage retirement benefits and flexible PTO.
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 Noticehere.
Required Experience:
Exec
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