Accounting Lead

We are not working with external recruiting partners at this time, please apply directly to the role if you have further interest in joining Vise

We are seeking an experienced and proactive Accounting Lead to join our growing Finance team. In this role, you will lead core accounting operations, own the month-end close and financial reporting processes, and partner closely with cross-functional teams to support scale and operational excellence. You will play a critical role in strengthening financial controls and improving systems and processes as the business continues to grow rapidly.

This is an exciting opportunity for a seasoned accounting professional with strong technical expertise and a hands-on mindset who thrives in fast-paced, high-growth environments.

This role is onsite in NYC, in our SoHo office.

What you bring on day one

• A collaborative, ownership-driven mindset and desire to grow with a fast-moving team
• Bachelor’s or Master’s Degree in Accounting or a related field
• 4-7 years of progressive Accounting and Financial Operations experience, prior experience in a startup, fintech, or SaaS environment strongly preferred
• Previous experience with end-to-end ownership of financial statement preparation 
• Advanced proficiency in Excel and significant experience with accounting systems
• Strong knowledge of GAAP, financial reporting, and internal controls
• Experience with tax provision and compliance, audit, billing systems, and/or systems implementations
• Exceptional organizational skills, attention to detail, and ability to manage multiple priorities independently

What you will own

• Own general ledger accounting, including journal entries, account reconciliations, accruals, and financial statement preparation
• Own 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
• Own and continuously improve the quarterly billing and collections process, including QA testing and close collaboration with engineering to design and scale billing functionality
• Partner cross-functionally with Engineering, Operations, Legal, and other teams to support new initiatives, product launches, and financial analysis
• Serve as the key point of contact 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

Why join Vise:

• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities

Through the internal and market data Vise has collected, we expect the salary range for this position to be $120,000 – 145,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. 

About Vise:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today’s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client’s unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client’s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor’s behalf; Vise charges an AUM fee for its services. 

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers’ needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.