Ridgeline

Lead data migration projects, collaborate with stakeholders, and ensure data integrity during implementation. | Requires 5+ years in investment management, knowledge of financial instruments, portfolio accounting, SQL, and data workflows. | Are you a detail-oriented consulting professional with a passion for delivering impactful software implementations? Do you excel at leading data migration projects, ensuring accuracy and integrity in every step of the process? Are you eager to collaborate with diverse teams to transform how investment management firms manage their operations? If so, we invite you to be a part of our innovative team. As a Data Migration Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. At the intersection of investment management and technology, you will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you. The Impact you have Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility. Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs. Perform data mapping, transformation, and cleansing activities to meet project specifications. Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers. Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process. Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy. Understand and apply Ridgeline’s value proposition and leverages our established implementation methodology to provide holistic solutions. Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks. Contribute to department broader Customer Success initiatives to improve the onboarding experience. What we look for Bachelor’s or Master’s degree in Finance, Accounting, or Economics. 5+ years of experience within the investment management industry. Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting). In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX). Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders. Strong experience in SQL, data integration ETL tools and MS Excel. Proven track record of managing complex data projects from planning through execution. Excellent problem-solving abilities and attention to detail. Ability to work independently and in team settings, managing multiple priorities under tight deadlines. Bonus Project management skills and/or experience leading successful implementations of enterprise SaaS solutions. Understanding of Agile principles and software development lifecycles. Experience coaching customers around tech stack, tooling, and processes. Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata. Basic understanding of AWS, APIs, and serverless technology. Chartered Financial Analyst designation a plus. About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $128,000-$153,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Remote

Leading financial planning, analysis, and strategic advising for a high-growth tech company, including team development and process optimization. | Extensive senior leadership experience in strategic finance or FP&A, with proven stakeholder influence, financial modeling expertise, and familiarity with SaaS or tech tools. | Senior Manager/Director, Finance & Strategy Location: Reno, NV; San Ramon, CA Are you a strategic finance leader who thrives at the intersection of data, people, and big decisions? Do you enjoy rolling up your sleeves in financial modeling one minute and presenting to executives the next? Are you excited to influence how a fast-growing company plans, invests, and scales for long-term success? If so, we invite you to be a part of our innovative team. As a Senior Manager or Director (DOE) in Ridgeline’s Finance & Strategy organization, you’ll be a key partner to leaders across Product, GTM, and G&A, shaping how the business allocates resources, makes decisions, and measures success. You will lead, coach, and develop a team of analysts while driving financial strategy and operational clarity. This role requires a sharp analytical mind, strong executive presence, and deep understanding of how to connect financial data to real-world outcomes. Working in a dynamic environment with cutting-edge technologies—including tools like ChatGPT—you’ll influence decisions that define Ridgeline’s trajectory. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: Lead and develop a high-performing team of FP&A analysts, fostering a culture of growth, accountability, and collaboration Act as a strategic advisor to senior leaders across Product, GTM, and G&A, delivering insights that influence planning and execution Own and evolve Ridgeline’s forecasting, budgeting, and scenario modeling processes, ensuring alignment with long-term goals Manage the companywide annual operating plan, supporting clarity and cross-functional accountability Build and maintain financial systems, tools, and KPI frameworks that empower data-driven decisions Partner with Strategy/Ops to drive automation and improve the quality and reliability of financial data Deliver compelling, executive-ready analysis that highlights what matters and recommends clear actions Connect operational plans with financial outcomes through partnership, analysis, and structured insight Push forward a mindset of ownership, transparency, and continuous improvement across the Finance & Strategy function What we look for: 8–12+ years of progressive experience in FP&A or Strategic Finance within SaaS or technology companies Proven ability to influence senior stakeholders (e.g., CTO, CRO) with clarity, confidence, and data Hands-on experience with financial modeling, forecasts, scenario analysis, and executive reporting Demonstrated success managing and mentoring a team of analysts or managers Expertise with FP&A tools (e.g., Adaptive Planning, Workday) and passion for scaling infrastructure Strong analytical and communication skills, with the ability to simplify complexity and tell clear financial stories High emotional intelligence and a track record of building trusted cross-functional partnerships Experience thriving in fast-paced, ambiguous environments with a bias toward action and continuous improvement Bonus: Background in investment management or enterprise SaaS Experience with pricing, headcount modeling, or product economics Familiarity with BI tools and dashboard development Comfort working with executives and board-level stakeholders About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement: Ridgeline Applicant Privacy Policy Compensation and Benefits The typical starting salary range for new hires in this role is $155,000 - $182,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid

Lead enterprise cloud software implementations by defining scope, managing resources, communicating with stakeholders, managing budgets, mitigating risks, and ensuring delivery excellence. | 5+ years leading investment management software implementations, strong understanding of investment workflows, ability to manage enterprise projects with multiple stakeholders, excellent communication skills, and preferably project management certifications. | Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans? Are you eager to make your mark in an industry ready for disruption, helping investment managers reimagine their operations with innovative cloud technology? If so, we invite you to be a part of our innovative team. As a Senior Project Manager at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You’ll serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and hit critical milestones. This role requires exceptional organizational strength, consultative finesse, and a track record of managing multiple, concurrent enterprise projects. You’ll be joining a dynamic team committed to operational excellence, continuous learning, and cutting-edge tools, including AI solutions like ChatGPT, to enhance project execution and stakeholder engagement. What will you do? Define project scope, schedule, deliverables, and success criteria in partnership with customer and internal stakeholders Lead cross-functional project teams, assign responsibilities, and maintain high levels of engagement and accountability Communicate clearly with stakeholders at all levels to manage expectations, provide updates, and escalate risks appropriately Manage project budgets, track actuals vs. forecasts, and ensure financial transparency throughout the engagement Monitor quality standards and enforce delivery excellence across all project phases Identify and mitigate risks proactively to keep projects on track and within scope Conduct retrospectives and assess project outcomes to inform continuous improvement Contribute directly to critical project tasks when needed to ensure delivery timelines are met Travel domestically 25–50% to support implementation milestones and foster strong customer relationships Desired Skills and Experience Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field 5+ years of experience leading investment management software implementations in a customer-facing role Strong understanding of investment management workflows across front and back office (e.g., portfolio accounting, performance, trading, compliance) Proven ability to manage enterprise software projects with multiple stakeholders and technical components Highly organized and self-sufficient with strong time management and prioritization skills Demonstrated ability to build trust and collaborate with internal and external teams, including executive stakeholders Quick learner with a curious mindset and ability to ramp up on new technologies and tools Excellent written and verbal communication skills Bonus: Familiarity with Agile project methodologies and software development lifecycles Proficiency with tools like Slack, JIRA/Confluence, and Mavenlink Basic understanding of APIs, AWS, and serverless technologies Project Management certifications (e.g., PMP, CAPM, PRINCE2) Experience working with Google Workspace or Microsoft Office About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before. Headquartered in Lake Tahoe with offices in Reno, Manhattan, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $128,000 to $153,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Remote