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/knowledge — 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
- 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
Benefits
- Remote-friendly flexibility with a high-performance, async-first culture
- Work from home set up
