Termgrid

SaaS platform digitizing private debt workflows

Assistant Manager Finance

Financial AccountingConfirmed live in the last 24 hours

Full-timeRemote in IndiaNo salary listed

About the Job

Requirements

5–8 years of progressive finance and accounting experience, including at least 3–4 years in full-cycle accounting.
Experience in a Big 4 firm or a large multinational company, with multi-entity exposure.
Hands-on experience with QuickBooks Online and/or Desktop full-cycle accounting; candidates must have owned the books.
Experience in a SaaS or technology company and familiarity with deferred revenue, subscription billing, and SaaS-specific accounting treatments.
Hands-on experience with multi-entity and multi-currency consolidations, including intercompany eliminations.
3–4+ years of exposure to US tax compliance, including 1099s, sales and use tax, compliance documentation, and filing support.
UK VAT filing experience, including VAT returns, VAT reconciliations, and working knowledge of UK accounting requirements.
Ability to write SQL queries to pull, join, and manipulate financial data from databases.
Advanced Excel or Google Sheets skills, including Pivot Tables, XLOOKUP/VLOOKUP, dynamic arrays, and structured financial models.
Familiarity with automation tools such as Zapier, Make, Python scripting, or equivalent.
Experience with or willingness to adopt AI productivity tools such as ChatGPT, Claude, Copilot, or similar.
Strong written and verbal communication for working with founders, external advisors, and auditors.
Attention to detail, reliability, and accountability, including surfacing risks early and keeping stakeholders informed.
Ability to work with ownership and autonomy in a remote-first environment.

Responsibilities

Own full-cycle accounting for all legal entities, from daily transactions through month-end close, consolidations, and annual financials; maintain an audit-ready general ledger in QuickBooks with disciplined general ledger coding and chart-of-accounts hygiene.
Execute journal entries, accruals, prepaid schedules, depreciation, and balance sheet reconciliations each month; own the close calendar and prepare reporting packages for leadership review.
Manage intercompany reconciliations, eliminations, and roll-up reporting across US and UK entities, maintaining clean books at every level.
Own the accounts payable workflow, including vendor onboarding, invoice coding, general ledger account assignment, approval routing, payment processing, and discrepancy resolution; manage expense reimbursements and Ramp card operations according to company policy.
Maintain accurate day-to-day accounting across expense categories and ensure transactions are coded correctly and the books reflect current activity.
Support US tax compliance, including 1099 filings, sales and use tax, and compliance documentation; manage UK VAT returns and reconciliations and statutory compliance support; coordinate with external advisors and flag risks.
Identify and implement accounting-workflow automation using tools such as Zapier, Make, or scripting; document processes, eliminate manual steps, and reduce close cycle times.
Write SQL queries to extract and analyze financial data; build and maintain dashboards and financial reports using business intelligence tools; use AI tools to improve productivity, documentation quality, and financial analysis.
Track and report on MRR, ARR, churn, deferred revenue, and other SaaS metrics; support budget-versus-actual analysis, variance explanations, and financial commentary for management and investors.

Desired Qualifications

Chartered Accountant qualification is preferred; CPA, ACCA, or MBA Finance are also considered.

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 — 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.

Advanced Excel or Google Sheets skills: Pivot Tables, XLOOKUP/VLOOKUP, dynamic arrays, and structured financial models are second nature.

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.

Extremely detail-oriented, reliable, and accountable. You surface risks early, keep stakeholders informed, and don't wait to be asked.

Comfortable in a remote-first, high-autonomy environment. You thrive with ownership and don't need hand-holding to get things done.

Benefits

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

About the Company

Termgrid

SaaS platform digitizing private debt workflows

Termgrid provides a SaaS platform that digitizes and streamlines financing workflows in private capital markets, serving private equity sponsors, direct lenders, private credit funds, banks, and advisors. Its product uses modular tools for deal execution, portfolio management, AI-powered precedent search for commercial terms, and relationship insights, all within a centralized interface that features a deal dashboard, secure data rooms, automated bid grids, and covenant monitoring. It differentiates itself by offering an institution-managed, modular platform that centralizes documents, terms, and interactions, plus the Profiles Hub directory of private capital participants. The goal is to deliver an end-to-end, data-driven financing workflow that lowers transaction costs, increases transparency, and improves decision-making across leveraged buyouts, refinancings, and add-on facilities.

Company size: Not listed
Company stage: Not listed
Total funding: Not listed
Headquarters: Not listed
Founded: Not listed

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