Senior Associate, Finance & Accounting | #2 to CFO | PE-Backed Fintech Platform
Advice Personnel
A private equity-backed finance platform is seeking a high-caliber accounting professional to join its lean and growing finance team. The firm manages approximately $2B+ in assets and is expanding its internal finance infrastructure. This foundational hire will report directly to the CFO and play a critical role in building scalable accounting and finance processes. Key Responsibilities Taking full ownership of the month-end close process, including journal entries, reconciliations, and financial reporting deliverables. Strengthen existing accounting processes to ensure scalability, accuracy, and GAAP alignment. Manage accounting workflows, including revenue recognition and day-to-day transaction oversight. Develop and maintain 13-week cash flow forecasts, liquidity, and supporting broader FP&A initiatives. Partnering closely with the Chief Financial Officer on financial modeling, reporting automation, and infrastructure improvements. Leveraging NetSuite to enhance reporting capabilities, automate manual processes, and improve data integrity across the organization. Supporting the continued build-out of the firm’s internal fund administration capabilities and overall finance function. Ideal Background 3–8 years of experience in Big 4 / Big 10 public accounting or growth-stage startup environments. CPA or CPA-eligible strongly preferred. Strong NetSuite experience, particularly around reporting, automation, and data manipulation. Highly analytical with strong problem-solving ability and attention to detail. Adaptable, low-ego mentality with comfort balancing strategic and hands‑on work. Hybrid schedule (generally 2 days in‑office with flexibility during key periods). Lean, fast-moving environment with evolving responsibilities. Compensation The above salary range represents Advice’s good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. #J-18808-Ljbffr Advice Personnel
- Chief Financial Officer at a PE-Backed Distribution Business Search... ...thesis in this newly acquired platform. They are prepared to invest... ...Middle Market Hold Period: 2-3 Years. Deal Structure: Control... ...related experience across accounting and FP&A Tenure: 15-25+ years...Platform
$115k - $125k
...economy. Our platform redefines how... ...an exceptional Associate, Strategic Finance to join our finance... ...with the CFO, and partner cross... ...with senior leaders, particularly... ...~2-3+ years of relevant... ...Financial accounting knowledge is a... .... Startup, FinTech, Tech, and/or...PlatformSeniorWork at officeLocal area$150k - $175k
...help one of our associates grow professionally... ...success. Asset-Backed Securitization & Financing (ABS&F)... ...transaction teams (2-4 team members)... ...focused within the fintech, subprime auto,... ...issuer, lawyers and accountants) to develop... ...diligence on new platforms. Assess pricing...PlatformFull timeRemote work$75k - $95k
...Senior Associate, Accounting and CFO Services 2 West 45th Street, New York, NY, USA Salary: $75,000-$... ...next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative... ...'s degree in Accounting, Finance, or related field required....PlatformSeniorFull timeWork at officeImmediate startRemote workFlexible hours$225k - $275k
Chief Financial Officer - PE Backed Healthcare Services Platform (remote) Location: United States (East... ...-on, private equity-experienced finance leader to step into the CFO role during a pivotal growth stage... ...diligence and integration of 2-3 additional acquisitions Prepare...PlatformRemote work$72k - $103k
...We’re hiring a Finance Associate or Senior Finance Associate to manage... ...-to-day payments and accounting while building transparent... ...minors on its platform contributed to the company... ...for an organization 2-3x our current size,... ...and aim to get back to candidates within...PlatformSeniorFor contractorsWork at officeLocal areaFlexible hoursShift work2 days per week- Falcon is seeking a Chief Financial Officer for a private equity-backed distribution business in New York. This role requires a passionate leader who can transform and scale the company while overseeing its financial strategies and operations. The ideal candidate will...Platform
- ...Head Of Finance / Expert In Residence... ...quote to cash platform for modern B2B... ...entrepreneurs and backed by a16z, 645 Ventures... ...UK and US accounting teams.... ...of success for 2+ years in prior... ...Podcasts: Wharton FinTech: Reinventing Billing... .... The SaaS CFO with Ben Murray...Platform
- ...next step is to speak to Jack. Senior Backend Engineer Company Description: VC-backed fintech infrastructure startup Job... ...a growing financial technology platform. You will work on complex distributed... ...The ideal candidate: ~2-10 years of professional software...PlatformSenior
$150k - $175k
...three multi-strategy platforms: Credit, Real Assets and... ...for an Sr. Analyst / Associate / Senior Associate to Investments... ...Lease, Real Estate Finance Credit and Digital... ...investment officers, accounting, tax and legal teams,... ...EXPERIENCE REQUIRED • 2-3+ years of corporate...PlatformSeniorPermanent employmentFlexible hours$100k - $150k
...providing fast, flexible financing, our client offers... ...is seeking a Senior Credit Analyst to... ...tax returns, and accounts receivable reports... ...with CRM platforms such as Salesforce... ...related field. ~2+ years of professional... ...~ Experience in fintech, specialty finance...PlatformSeniorBi-weekly payFlexible hours- ...io is building the platform that care operations... ...Affairs — and backed by Goldman Sachs —... ...We are hiring a CFO to own that foundation... ...Established executive and finance team; this role... ...What you will own Accounting, revenue recognition... ...(Poland) ~2 Accountants (Poland...Platform
$102.5k - $187.9k
...transition to the Aladdin platform, all while maintaining... ...you will partner with senior stakeholders across... ...front, middle and back‑office teams, translating... ...degree and approximately 2 years of related work... ...science, engineering, accounting, finance or a related field;...PlatformSeniorWork experience placementSummer holidayFlexible hours- ...Chief Financial Officer (CFO) About the Company... ...investment decision-making platform Industry... ...CEO, the Board, and the PE sponsor, owning the financial... ...experience in building finance teams and systems from... ...readiness, or M&A execution in fintech or investing, as well...PlatformRemote work
$86.66k - $164.3k
Baker Tilly US is looking for a Senior Consultant in their Financial Advisory Services practice... .... The ideal candidate has more than 2 years of experience at a large accounting firm and a Bachelor's degree in accounting or finance. You will be involved in various projects...Senior$70k - $90k
...offering end-to-end services in administration, accounting, reporting, regulatory and compliance... ...class technology including a global data platform and innovative proprietary tools... ...Job Description Provide outsourced CFO support to hedge funds and private equity...PlatformSeniorWork at officeLocal areaWorldwide$310k
...law firm is seeking a senior level associate or counsel to join its Structured Finance practice. No portable... ...matters include: fintech and marketplace lending... ...facilities and asset-backed financings mortgage... ...and less hierarchical platform than many of the largest...PlatformSenior$146k - $183k
...headquartered FinTech company that is... ...better fits their finances and budget. Our... ...strong Senior Manager of Payroll... ...broader Finance and Accounting team to ensure... ...expectation of 2-3 days per... ...using AI tools and platform capabilities... ...leadership and the CFO ~ Bachelor's...PlatformSeniorFull timeLocal areaRelocation packageFlexible hours2 days per week3 days per week$250k - $325k
...seeking a highly accomplished Senior Director to grow our Office of the CFO (OCFO) consulting... ...helping clients transform finance organizations, improve... ...combine deep finance and accounting expertise with strategic... ...financial systems and ERP platforms. ~ Experience managing...PlatformSeniorContract workInterim roleWork at officeLocal areaImmediate startRemote work$121.65k - $182.48k
...for the future. Our platform powers thousands... ...participants nationwide. Backed by professional... ...Role Mission: As Senior Product Manager,... ...intersection of fintech, SaaS, and sports... ...expenses, reconcile accounts, and access... ...to expand embedded finance capabilities that...PlatformSeniorLocal areaHome office$121.44k - $154.84k
...Financial Due Diligence Senior Associate to join our team in... ...Bachelor's degree in Accounting or related field required... ...degree preferred. * 2 to 6 years of related... ..., multidisciplinary platform with Grant Thornton Ireland... ...and capabilities, backed by powerful...PlatformSeniorFull timeWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...currently seeking a Senior Product Manager, Clio Accounting to join our product... ...administrators and finance teams, enough product... ...payments across the Clio platform. This is a domain... ...B SaaS - ideally in FinTech, accounting software... ...know when to push back on data with lived...PlatformSeniorWork at officeLocal areaFlexible hours
- Senior Counsel - PE-backed Insurance Platform (NYC) Our client, a leading, growth-oriented insurance platform is seeking a Senior Counsel to support its managing general agent (MGA) business units. This individual will serve as a key legal advisor across transactional,...PlatformSenior
$74k - $122.4k
...Senior Financial Analyst Calling... ...global leader in Fintech and payments, and... ...for the Finance Team - Issuer Processing... ...with Accounting. Analyze key... ...to have: ~2+ years of experience... ...SAP or a similar platform) ~ Bachelor's... ...to Fiserv associates. Fiserv is not...PlatformSeniorTemporary workH1bWork at officeMonday to Friday- ...Senior Financial Planner Tired of traditional financial... ...wealth management platform reinventing the... ...CFP), Certified Public Accountant (CPA), Chartered Financial... ..., Equity Compensation Associate (ECA) or similar ~6-... ...~ BS or BA in Finance, Accounting, or other...PlatformSeniorWork at officeRelocationMonday to FridayFlexible hours
$85k - $115k
NMI is a PE-backed fintech processing billions in annual payments... ...in AI-native finance. We're hiring an FP&... ...and partnership with Accounting. Board and CFO-level reporting... ...analysis to people more senior than you, including... ...Familiarity with an FP&A platform (Abacum, Pigment,...PlatformRemote jobInternshipWork at officeFlexible hoursDay shift- ...The Office of the CFO (OCFO) was born... ...of the finance organization. Our... ...Office of the CFO Senior Managing Director... ...in middle market PE portfolio companies... ...expected to deliver $2.5M-$5M within 1... ...clients with accounting advisory... ...Corporate or PE backed portfolio companies...SeniorInterim roleWork at office
- Dedicated Accountant - Senior Accountant 2 Want to join the biggest thing in accounting since spreadsheet technology?! Named one of America’s fastest... ...with beautiful dashboards and unlimited reporting. The platform easily integrates with a client’s bank accounts, credit...PlatformSeniorNight shift
- ...and Monetization Platform purpose-built for... ...DSS 4.0 and SOC 2-compliant security... ...revenue growth. Backed by leading fintech investors... ...wide financial and accounting statements, including... ...Bachelor’s degree in Finance, Economics,... ...directly with the CFO and be considered...PlatformContract workRemote workFlexible hours
$70k - $100k
...integrated professional services platform supporting over 500... ...outsourced and fractional CFO services, accounting and bookkeeping, middle office... ...business or personal finances operate and provide practical... ...Stable Rock is seeking a Senior Associate, Outsourced CFO &...PlatformSeniorWork at officeImmediate startFlexible hours
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