Assistant Manager Finance - Remote

Job Description

• 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
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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