Assistant Manager Finance - Remote

Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.

Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. **1600+ **institutions. **30,000+ **professionals.

The Role

We are looking for an Assistant Manager – Finance who is far more than a traditional accountant. This is a comprehensive, full-stack finance role built for a high-ownership professional who can run end-to-end controllership across Termgrid's legal entities, drive automation and analytics, ensure multi-jurisdictional compliance, and serve as a true finance partner to leadership. You will be the financial backbone of the company — owning the books, processes, tools, and insights.

What You’ll Do

• **End-to-End Accounting: **Own full-cycle accounting for all Termgrid legal entities — from daily transactions through month-end close, consolidations, and annual financials. Maintain a clean, audit-ready general ledger in QuickBooks with disciplined GL coding and chart-of-accounts hygiene.

• **Month-End & Year-End Close: **Execute journal entries, accruals, prepaid schedules, depreciation, and balance sheet reconciliations on time, every month. Own the close calendar and ensure reporting packages are ready for leadership review.

• **Multi-Entity Consolidations: **Manage intercompany reconciliations, eliminations, and roll-up reporting across US and UK entities. Maintain clean books at every level of the structure.

• **Accounts Payable & Internal Expenses: **Own the end-to-end AP workflow — vendor onboarding, invoice coding, GL account assignment, approval routing, payment processing, and discrepancy resolution. Manage internal expense reimbursements and Ramp card operations in line with company policy.

• **Day-to-Day Accounting: **Maintain accurate D2D accounting across all expense categories, ensuring every transaction is coded correctly and the books reflect real-time reality.

• **US & UK Compliance: **Support US tax compliance including 1099 filings, sales & use tax, and compliance documentation. Manage UK VAT returns, VAT reconciliations, and statutory compliance support. Coordinate with external advisors and flag risks proactively.

• **Automation & Process Improvement: **Identify and implement automation across accounting workflows using tools like Zapier, Make, or scripting. Champion a culture of continuous improvement — document processes, eliminate manual steps, and reduce close cycle times.

• **Analytics & Finance Technology: **Write SQL queries to extract and analyze financial data. Build and maintain dashboards and financial reports using BI tools. Leverage AI tools to improve productivity, documentation quality, and financial analysis.

• **SaaS Metrics & Strategic Reporting: **Track and report on MRR, ARR, churn, deferred revenue, and other SaaS-specific metrics. Support budget-vs-actual analysis, variance explanations, and financial commentary for management and investors.

What We’re Looking For

• 5–8 years of progressive finance and accounting experience, with at least 3–4 years in full-cycle accounting. Chartered Accountant (CA) preferred; CPA, ACCA, or MBA Finance also considered.

• Background from a Big 4 firm or a large multinational company — the rigor, structure, and multi-entity exposure you bring from that environment is exactly what we need.

• QuickBooks full-cycle accounting (Online and/or Desktop) is a must-have. You've owned the books, not just supported them.

• Proven experience in a SaaS or technology company, with familiarity with deferred revenue, subscription billing, and SaaS-specific accounting treatments.

• Hands-on experience with multi-entity and multi-currency consolidations, including intercompany eliminations.

• US tax compliance exposure across 3–4+ years: 1099s, sales & use tax, compliance documentation, and filing support.

• UK VAT filing experience — VAT returns, VAT reconciliations, and working knowledge of UK accounting requirements.

• SQL proficiency: you can write queries to pull, join, and manipulate financial data from databases without needing a data engineer's help.

• Advanced Excel or Google Sheets skills: Pivot Tables, XLOOKUP/VLOOKUP, dynamic arrays, and structured financial models are second nature.

• Familiarity with automation tools (Zapier, Make, Python scripting, or equivalent) and an appetite to use them.

• Experience with or willingness to adopt AI productivity tools — ChatGPT, Claude, Copilot, or similar — to raise the quality and speed of finance work.

• Impeccable written and verbal communication. You'll interface with founders, external advisors, and auditors — clarity and precision matter.

• Extremely detail-oriented, reliable, and accountable. You surface risks early, keep stakeholders informed, and don't wait to be asked.

• Comfortable in a remote-first, high-autonomy environment. You thrive with ownership and don't need hand-holding to get things done.

Benefits

• Remote-friendly flexibility with a high-performance, async-first culture

• Work from home set up