VP Finance

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, 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

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 YOU'LL 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 YOU'LL 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

$150,000 - $200,000 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 Notice here.