Accounting Lead

🏢 Viseai · 📍 New York, NY · 💼 onsite 💰 $100,000 - $100,000 / yr
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Position Summary & Responsibilities

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
  • 2-4 years of Accounting and Financial Operations experience, prior experience in a startup, fintech, or SaaS environment strongly preferred
  • Broad exposure to P&L and balance sheets is a plus
  • 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
  • Exceptional organizational skills, attention to detail, and ability to manage multiple priorities independently

What you will own

  • 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 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 the support for audits, tax filings
🎯 Candidate Preparation Guide For Viseai Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assesses rapid product execution, modern AI/ML stack fluency, and the ability to simplify complex financial tech for advisors.

📋 Preparation Priorities (Key Areas to Clarify):
  • 1. Being overly academic about machine learning without tying it to business revenue or scale
  • 2. Slow delivery cadence or resistance to early-stage ambiguity
  • 3. Lack of familiarity with RIA compliance and advisor workflows
✨ Recommended Role Alignment Hook:

I specialize in turning complex AI capabilities into intuitive, scalable software that drives immediate advisor adoption.

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