Tidal Financial Group is a leading ETF investment technology platform focused on helping partners create, launch, and grow ETFs. We bring together deep expertise and collaborative partnerships to deliver thoughtful, value-driven ETF solutions. Our platform supports clients across strategy, product development, trust and fund services, legal and operational support, as well as marketing, research, and distribution.
About the role
Tidal is seeking a motivated and resourceful Finance AVP to join our Finance team. This role will play an important part in supporting the day-to-day financial operations of the firm, while also contributing to broader planning and budgeting efforts.
We’re seeking someone with a strong accounting foundation and leadership experience who enjoys improving processes and building efficient systems. Comfort with Excel and data analysis is important, along with a commitment to incorporating AI tools into daily workflows.
What you'll do
- Manage and streamline financial operations: Own end-to-end AR and AP processes, including cash flow and liquidity management, driving accuracy, compliance, and operational efficiency across the Finance function.
- Lead and operationalize the monthly and quarterly close: Oversee and standardize the accounting close process, ensuring timely and accurate reconciliations and financial reports while continuously streamlining and scaling close procedures.
- Perform and review financial reporting: Prepare and review firm financial statements, ensuring quality and accuracy while surfacing actionable insights to senior leadership.
- Oversee corporate spending: Monitor company card usage and T&E reimbursements through Ramp, driving accountability and cost control.
- Lead fund expense management: Prepare, review, and approve bills from third-party service providers, reconcile payments, and allocate expenses across funds in line with governing documents and regulatory standards.
- Drive continuous improvement: Continuously find ways to improve processes and embed AI tools such as ChatGPT and Claude into day-to-day operations. This is not about occasional projects - we expect process improvement and AI to be a natural part of how this person operates daily.
Qualifications
- B.A/B.S. in Accounting, Finance, Business or a related field
- 5–7+ years of progressive Finance or Accounting experience, ideally gained within financial services or a top-tier public accounting firm.
- Strong Excel and data manipulation skills (vlookup, sumifs, index/match, etc.).
- Experience managing or mentoring finance team members, with the ability to lead by example and develop junior staff.
- Day-to-day proficiency with AI tools (e.g., ChatGPT, Claude) is required. Candidates should be comfortable using these tools routinely across writing, data analysis, research, and problem-solving, not just for one-off tasks.
- Highly motivated and adaptable, with the ability to perform under pressure and manage competing priorities.
Preferred Qualifications
- Certified Public Accountant (CPA) designation.
- Hands-on ERP expertise, with a strong preference for NetSuite experience.
- Proficiency in expense management platforms (e.g., Ramp) and related financial systems.
- Knowledge of ETFs and the asset management industry.
Top Skills
What We Do
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our team of ETF and financial specialists brings extensive industry experience to every partnership.
