Vise · 16 hours ago
Senior Accounting & Finance Manager
Vise is an artificial intelligence powered asset management platform designed for financial advisors. They are seeking a Senior Accounting & Finance Manager to lead core accounting operations, manage financial reporting processes, and improve financial controls as the business grows rapidly.
Artificial Intelligence (AI)Financial ServicesFinTechInsuranceInsurTech
Responsibilities
Own general ledger accounting, including journal entries, account reconciliations, accruals, and financial statement preparation
Own the monthly and annual close processes, ensuring timely, accurate, and compliant financial reporting
Manage accounts payable, credit card programs, and employee reimbursement processes, driving accuracy and efficiency
Own and continuously improve the quarterly billing and collections process, including QA testing and close collaboration with engineering to design and scale billing functionality
Partner cross-functionally with Engineering, Operations, Legal, and other teams to support new initiatives, product launches, and financial analysis
Serve as the key point of contact for audits, tax filings, regulatory reporting, and external advisors
Drive process improvement initiatives, including automation, system enhancements, and strengthening internal controls
Provide financial insights, reporting, and ad hoc analysis to support leadership decision-making, board and investor reporting
Qualification
Required
A collaborative, ownership-driven mindset and desire to grow with a fast-moving team
Bachelor's or Master's Degree in Accounting or a related field
6–10 years of progressive accounting and finance experience, prior experience in a startup, fintech, or SaaS environment preferred
Advanced proficiency in Excel and significant experience with accounting systems
Strong knowledge of GAAP, financial reporting, and internal controls
Experience with tax provision and compliance, audit, billing systems, and/or systems implementations
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities independently
Preferred
Prior experience in a startup, fintech, or SaaS environment preferred
Benefits
$1 medical insurance
401k plan with generous matching and self-directed brokerage account option
Access to investment management and free financial advice from one of our partner RIA firms
Paid lunches at our NYC office
Unlimited PTO and great benefits
Company
Vise
Vise is an AI-driven investment management platform for financial advisors.
H1B Sponsorship
Vise has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
$128MKey Investors
Ribbit CapitalSequoia Capital
2021-05-18Series C· $65M
2020-12-15Series B· $45M
2020-05-12Series A· $14.5M
Recent News
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