WHO WE ARE
TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.
WHAT SETS US APART
- Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
- Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
- Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, Broadridge, Motive Partners and Tectonic Ventures.
- World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
OUR VALUES
- Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.
ROLE OVERVIEW
The VP Finance will own the finance function at TIFIN.ai, reporting to the CEO. In addition to hands-on ownership of finance, they will oversee accounting and our existing accounting team who manages the day to day. Success will require an individual contributor mindset and proactive adoption of AI assisted tooling as we drive to profitability and scale the business. We’re looking for someone who can work alongside our executive team in our Boulder office 5 days a week.
WHAT YOU'LL DO
- Own the finance and accounting functions including: FP&A, cash management, cap tables, internal and external reporting, transactional accounting, tax and compliance, audits, financial forecasting, budgeting, and quarterly/annual planning
- Facilitate and/or execute forward-looking financial views including pro forma P&Ls, cash projections, product margin analysis, investment initiative analysis, pricing analysis and resource analysis
- Assist senior executives and the Advisory Board in making decisions by providing analysis of budgets, variances to key goals, KPIs, financial reports and financial trends
- Lead the financial evaluation and execution of potential alliances, acquisitions, mergers, and investments
- Leverage AI tools to streamline workflows, scale operations and improve accuracy.
- Oversee an India-based accounting team managing the day to day accounting function.
WHAT YOU'LL BRING
- 8+ years experience leading finance and accounting functions in a lean SaaS or AI startup environment, including direct experience in fp&a
- Demonstrated experience of negotiating complex software license agreements with large enterprise customers
- Experience with fundraising, M&A and IPO
- Ability to operate with ambiguity and make decisions at speed
COMPENSATION
$150,000 - $200,000
In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
Please see more details on our privacy practices in our Privacy Notice here.
