Finalis

Define and execute the product strategy and roadmap for the platform while leading cross-functional teams to deliver business objectives. Leverage AI and data to develop products that address customer needs and drive growth within the private capital markets ecosystem.

Design, build, and maintain scalable backend services and APIs for compliance, data, and payment products. Collaborate cross-functionally to translate business needs into technical solutions while mentoring junior engineers.

The role involves reviewing client communications and transaction documents to ensure compliance with FINRA requirements and internal guidelines, while also assisting with due diligence and KYC/AML tasks. Responsibilities include supporting account management with compliance solutions and maintaining a knowledge base for user issues.

The role involves managing end-to-end core accounting processes autonomously, including revenue recognition, accruals, and expense allocations, while ensuring timely month-end and year-end closes. Responsibilities also include implementing and enhancing accounting controls over financial statements to ensure US GAAP compliance and coordinating tax filings with external advisors.