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Vise

AI-driven asset management platform for advisors

Accounting Lead

Financial AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A Bachelor's or Master's degree in Accounting or a related field.
  • 2–4 years of Accounting and Financial Operations experience.
  • Advanced proficiency in Excel and significant experience with accounting systems.
  • Strong knowledge of GAAP, financial reporting, and internal controls.
  • Experience with audit, billing systems, and/or systems implementations.

Responsibilities

  • Lead general ledger accounting, including journal entries, account reconciliations, accruals, and financial statement preparation.
  • Drive the monthly and annual close processes, ensuring timely, accurate, and compliant financial reporting.
  • Manage accounts payable, credit card programs, and employee reimbursement processes, driving accuracy and efficiency.
  • Contribute to quarterly billing and own the collections process, including QA testing and close collaboration with engineering to improve billing functionality.
  • Partner cross-functionally with Engineering, Operations, Legal, and other teams to support new initiatives, product launches, and financial analysis.
  • Serve as support for audits, tax filings, regulatory reporting, and external advisors.
  • Drive process improvement initiatives, including automation, system enhancements, and strengthening internal controls.
  • Provide financial insights, reporting, and ad hoc analysis to support leadership decision-making, board and investor reporting.

Desired Qualifications

  • Prior experience in a startup, fintech, or SaaS environment is strongly preferred.
  • Broad exposure to P&L and balance sheets is a plus.

About the Company

Vise

AI-driven asset management platform for advisors

Vise provides an AI-powered asset management platform for financial advisors. It helps advisory firms create and manage personalized client portfolios, automating tasks like portfolio rebalancing and risk assessment to save time and reduce costs. The platform is subscription-based and scalable, serving both small firms and larger enterprises. By handling routine and complex portfolio management with technology, Vise enables advisors to focus more on client relationships and strategic planning. Compared with traditional wealth management tools, Vise differentiates itself through AI-driven automation, a scalable pricing model, and a focus on delivering better investment outcomes. The company's goal is to become the asset manager of the future by offering technology-driven, personalized portfolios across asset classes.

Company size
51-200
Company stage
Series C
Total funding
$126.5M
Headquarters
New York City, New York
Founded
2016

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