The Role
Owns end-to-end accounting and controllership across US and UK entities, including month-end close, consolidations, AP, reconciliations, tax and VAT compliance, and audit readiness. The role also drives accounting automation, SQL-based financial analysis, BI reporting, SaaS metrics tracking, budgeting support, and process improvement while partnering with leadership, auditors, and external advisors.
Summary Generated by Built In
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
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
Skills Required
- 5-8 years of progressive finance and accounting experience
- 3-4 years of full-cycle accounting experience
- Chartered Accountant, CPA, ACCA, or MBA Finance qualification
- Big 4 or large multinational company experience
- Full-cycle accounting experience with QuickBooks Online or Desktop
- Experience in a SaaS or technology company
- Knowledge of deferred revenue, subscription billing, and SaaS accounting treatments
- Multi-entity and multi-currency consolidations, including intercompany eliminations
- 3-4 or more years of US tax compliance exposure, including 1099s and sales and use tax
- UK VAT filing, VAT reconciliations, and UK accounting requirements
- SQL proficiency for extracting, joining, and manipulating financial data
- Advanced Excel or Google Sheets skills, including Pivot Tables, XLOOKUP or VLOOKUP, dynamic arrays, and financial models
- Familiarity with Zapier, Make, Python scripting, or equivalent automation tools
- Experience with or willingness to adopt AI productivity tools such as ChatGPT, Claude, or Copilot
- Strong written and verbal communication skills
- Detail-oriented, reliable, accountable, and proactive risk management
- Ability to work independently in a remote-first, high-autonomy environment
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The Company
What We Do
Termgrid is a category-defining operating system for deal professionals in private capital markets. The platform specializes in streamlining deal management and execution for private equity sponsors, lenders, and advisors, with a focus on private credit and direct lending. By centralizing workflows for origination, diligence, approval, closing, and portfolio management, Termgrid helps organizations improve efficiency and reduce execution risk.
