Teams at Fiscal.ai

Manage and grow institutional accounts by driving renewals, cross-sell and upsell of data and API offerings, leading executive business reviews, maintaining CRM forecasting discipline, and building strategic relationships across asset managers, hedge funds, and financial institutions to maximize retention and expansion.

Own day-to-day accounting operations and month-end close while supporting financial analysis and reporting. Maintain general ledger, reconciliations, financial statements, compliance with IFRS, payroll/AR/AP, and collaborate with Sales/Engineering on scalable finance processes. Manage audits, tax preparations, accounting policies, and continuous process improvements.

Full-cycle, hunter-oriented Account Executive responsible for self-sourced pipeline development, leading technical product demonstrations (APIs/data architecture), closing enterprise deals, representing the company at industry events, and maintaining CRM/forecast discipline in HubSpot or Salesforce.