Tali AI

Financial Planning and Analysis

• Manage full cycle accounting process, including month-end close, general ledger reconciliations, and preparation of financial statements ensuring accurate and timely financial reporting
• Lead the Account Receivable invoice and collection initiative
• Manage the Accounts Payable cycle and payments through Quickbooks, Float and Stripe
• Process payroll with 3rd party payroll provider
• Track and calculate revenue share with major partners
• Maintain amortization and deferred revenue schedules
• Manage monthly review and journal entries the company’s CAD and USD credit card transactions
• Work with the CFO and management to develop the annual operating budget
• Develop multi-year financial projection model to project the company's P&L and runway
• Update and maintain rolling monthly financial projections
• Produce monthly/quarterly reports that track actual financial results against the budget
• Performing variance analysis to explain the "why" behind deviations
• Be a strategic partner to department heads (Sales, Marketing, Product) by providing data-driven financial-based insights to help them manage their own budgets and make investment decisions
• Drive the preparation and development of materials for quarterly Board of Directors meetings in close partnership with the CFO
• Lead the financial analysis and due diligence for corporate development activities related to equity, debt, and non-dilutive capital raising efforts
• Develop and maintain robust reporting by collaborating with the Revenue and Data Operations team to ensure accurate tracking of key revenue metrics and overall business performance
• Execute high-priority, cross-functional strategic projects and initiatives as required by executive management

Financial Accounting Manager

Product Manager

• Lead product management and design function and drive scaling of Tali AI’s product portfolio
• Oversee a team of product managers and designers; partner with engineering, data science, marketing, customer success and sales
• Define product strategy with the founders and own execution while rolling up sleeves to ship impactful features
• Champion and clearly articulate the product vision and strategy, translating company goals into actionable product objectives
• Spot new market opportunities and lead expansion into new segments and geographies
• Establish and refine best practices in product discovery, prioritization, and execution
• Cultivate a culture of data-driven decision-making, experimentation, and rapid learning
• Lead end-to-end product development from ideas to launches, ensuring speed and excellence
• Partner with engineering and data science to balance innovation, scalability, and compliance
• Collaborate with sales, marketing, and customer success to drive adoption and go-to-market execution
• Scale product development processes to support multiple product lines and growing user base
• Track, measure, and optimize key product metrics to boost adoption, satisfaction, and impact
• Ensure regulatory compliance (HIPAA, PHIPA, etc.) while driving healthcare technology innovation

Financial Accounting Manager

Head of Product