Director, Financial Operations & Regulatory Reporting

Tipalti•Foster City, CA

1d•$170,000 - $233,000

About The Position

We are seeking a highly analytical, strategic, and hands-on Director, Financial Operations & Regulatory Reporting to lead, automate, and scale critical accounting functions across our global organization. In this role, you will gain broad exposure across various financial domains, collaborating closely with executive leadership to streamline processes, enhance internal controls, and drive IPO readiness. You will directly lead a global, cross-functional team across Regulatory Accounting, Commissions, and Stock Administration, serving as a critical liaison between Finance, Legal, Compliance, Sales, and People Operations. The ideal candidate thrives in a fast-paced environment, loves leveraging data to solve complex business problems, and possesses a strong background in public accounting or internal audits.

Requirements

Bachelor’s degree in Finance, Accounting, or a highly analytical field.
Minimum 10+ years of progressive accounting experience, with a preference for candidates coming from Public Accounting (Big 4 preferred) and/or Internal Audit backgrounds.
Proven track record of managing and developing direct reports, ideally across international time zones.
Exceptional, advanced Microsoft Excel skills; comfort working with massive, high-volume datasets to solve complex business problems.
Strong foundational knowledge of US GAAP, equity accounting (SBC), and multi-entity regulatory frameworks.
Excellent verbal and written communication skills, with the ability to translate complex financial concepts to non-finance stakeholders (Legal, Compliance, Sales, People Ops).
Ability to thrive and remain agile in a fast-paced, rapidly scaling corporate environment.
Intense focus on accuracy, compliance, and meticulous organizational design.

Nice To Haves

CPA or equivalent certification is highly preferred.
Experience with equity management platforms (e.g., Shareworks) and data visualization and AI tools (e.g., PowerBI, Tableau, Alteryx, Claude, Gemini, etc.) is a major plus.

Responsibilities

Lead initiatives to automate and streamline accounting processes across various global functions.
Partner closely with executive leadership as well as Legal, Compliance, Engineering, Sales and People Ops.
Provide high-level oversight and strategy for all customer funds activity and regulatory/compliance reporting.
Investigate and resolve anomalies in customer funds reporting, collaborating with internal data and product teams to enhance reporting efficiency and accuracy.
Act as the core liaison between finance, legal, compliance, and data analytics teams to ensure total accuracy of regulatory reports.
Take the finance lead at meetings with the Regulators and responding to inquiries, monitoring compliance for state requirements and providing strategic input.
Gain a deep operational understanding of complex sales compensation plans, approval workflows, calculations, and timely submission for payouts.
Continually optimize and streamline the processes behind commission accrual calculations and monthly estimates.
Act as the primary accounting touchpoint for sales representatives regarding commission data (excluding deal desk or contract negotiations).
Oversee all global stock-related transactions, investor transactions, and secondary offerings.
Review all Stock-Based Compensation (SBC) expense reports and manage the technical accounting for equity award modifications.
Own the issuance of grants, including obtaining BOD approvals, and manage the release of equity grants within Shareworks.
Lead technical accounting analysis as needed, including quarterly evaluations of new accounting pronouncements affecting the organization.
Drive interactions with external auditors, supporting both regulatory and financial audits, and ensuring audits are completed timely.
Own and advance internal initiatives to prepare the corporate accounting functions for a potential IPO.