Trading Technologies

Financial Planning and Analysis

• Own the finance transformation roadmap — identifying inefficiencies across the accounting function and leading end-to-end implementation of scalable improvements.
• Lead the evaluation, selection, and rollout of close management and automation tools (e.g., FloQast, Power Automate, Power BI), including stakeholder alignment, change management, and training.
• Redesign the month-end close process in partnership with the Accounting leaders, with a focus on reducing cycle time, eliminating manual touchpoints, and improving data quality.
• Partner with finance systems teams on ERP enhancements, workflow integrations, and data infrastructure improvements (NetSuite and Coupa tools).
• Establish and maintain SOPs for all key accounting processes, ensuring institutional knowledge is documented, scalable, and audit-ready.
• Define and track KPIs for close efficiency and team productivity; present progress and recommendations to the Controller and senior leadership.
• Serve as the finance lead on M&A transactions from pre-close through full integration — including due diligence support, purchase price allocation, opening balance sheet review, and post-acquisition accounting.
• Coordinate with legal, FP&A, tax, and external advisors to ensure timely and accurate accounting treatment of acquisition-related items including goodwill, intangibles, and deferred revenue adjustments.
• Lead the harmonization of accounting policies, charts of accounts, and systems across acquired entities.
• Build and maintain a repeatable M&A integration playbook, incorporating lessons learned from each transaction to accelerate future integrations.
• Monitor post-acquisition financial performance and flag accounting or reporting issues early to the Controller.

Senior Manager, Finance Transformation

Revenue Operations

• Own the global revenue operating system across Sales, Marketing, Customer Success, Product, Finance, Legal, and Executive Leadership, ensuring the business operates from a consistent cadence, common definitions, and a single source of truth for revenue performance
• Lead the global revenue operating cadence, including forecasting, pipeline reviews, account reviews, top deal inspection, renewal reviews, QBRs / MBRs, executive reporting, KPI dashboards, and strategic initiative tracking
• Own the global forecasting process, including methodology, forecast categories, stage definitions, opportunity hygiene, close-date discipline, deal inspection standards, and CRM compliance across regions and business lines
• Build board-ready revenue reporting across bookings, ARR, pipeline, renewals, churn, expansion, attainment, productivity, conversion, sales cycle, forecast variance, and revenue risk
• Partner with Finance and GTM leadership on annual and quarterly planning, segmentation, coverage model design, quota planning, territory design, capacity modeling, compensation inputs, bookings policy, and performance management
• Own CRM governance, data quality, opportunity hygiene, process standardization, account hierarchy, field governance, stage definitions, and revenue analytics across global regions, products, and business lines
• Build and maintain the canonical commercial data model, establishing a single source of truth for bookings, ARR, pipeline, renewals, attribution, usage, customer lifecycle performance, and executive reporting
• Lead revenue technology strategy across CRM, forecasting, sales engagement, marketing automation, customer success, CPQ, commissions, ERP, BI / reporting, data integrations, automation, and workflow tools
• Lead Deal Desk and Commercial Operations, including pricing governance, discount approval workflows, commercial policy, contract structuring, quote support, bookings policy enforcement, approval routing, and complex strategic deal support
• Maintain strong Finance interlock, ensuring consistent ARR definitions, bookings policy compliance, commission calculation integrity, revenue reporting alignment, and reconciliation between GTM reporting and financial reporting
• Support renewal, retention, and expansion motions through revenue-at-risk reporting, ATR / GRR / NRR visibility, renewal forecasting, renewal inspection cadence, account health data, churn / downsell analysis, and ownership clarity
• Drive pipeline generation, funnel visibility, and sales productivity through reporting on source mix, conversion rates, stage progression, sales cycle, win/loss trends, pipeline aging, ramp, attainment, and capacity-to-bookings yield
• Own revenue enablement, including onboarding, sales methodology, playbooks, product training, messaging, manager enablement, tool adoption, and productivity improvement
• Make the Revenue Operations function scalable and M&A-ready by codifying process standards, data integration playbooks, systems governance, reporting models, and acquired-business onboarding practices
• Build, lead, and develop a high-performing global Revenue Operations team across planning, operations, analytics, systems, deal desk, enablement, data governance, and revenue programs
• Drive cross-functional alignment and accountability across the end-to-end revenue lifecycle from demand generation through sales execution, booking, onboarding, renewal, expansion, reporting, and financial reconciliation.

Global Head of Revenue Operations

Accountant

• Assist in redesigning financial processes to identify inefficiencies and automate routine tasks such as journal entries and account reconciliations
• Prepare complex journal entries to support period-end close
• Perform account reconciliation reviews to ensure compliance with accounting policies and US GAAP, with a focus on identifying and resolving process gaps and inefficiencies
• Perform variance analysis on actuals vs. prior periods, providing clear and actionable commentary to management
• Support the consolidated U.S. audit and statutory audits for the UK and French entities, serving as a primary point of contact for external auditors
• Manage local accounting firms to ensure compliance with local filing requirements and deadlines across all jurisdictions
• Actively identify inefficiencies in current accounting workflows and propose and implement scalable improvements, including automation opportunities
• Support the evaluation and implementation of close management tools (e.g., FloQast) to centralize task ownership and reduce manual reconciliation work
• Document and maintain SOPs for all key accounting processes, ensuring institutional knowledge lives in systems, not people
• Act as a business partner, sharing accounting expertise across global departments
• Collaborate with FP&A, legal, HR, and other business stakeholders to ensure accurate internal management and external reporting during close
• Liaise with international counterparts to ensure consistency in accounting treatment across the global entity structure
• Support integration activities related to acquisitions and new business lines as the company continues to grow.

Senior Accountant

Technical Account Manager

• Handle support escalations as the primary point of contact for complex issues
• Work closely with the support team to maintain awareness of your clients' overall ticket pipeline in ServiceNow (SNOW)
• Track and follow through on high-priority issues to ensure the timely delivery of sensitive changes
• Proactively inform clients when critical fixes or updates are available
• Own the technical client relationship end-to-end, working hand-in-hand with the TT Service Manager who is responsible for the overall client relationship
• Focus on the technical client relationship and serve as the primary liaison for Client Clearing contacts
• Ensure a clear understanding of the client's technical goals, infrastructure, data flows, and business needs
• Host and attend regular conference calls on projects, on-boarding, and ongoing issues
• Perform regular client status reviews and follow up on outstanding items
• On-board new clients and deliver training
• Perform software deliveries and prepare upgrade procedures for deployed solution
• Create technical specifications for changes or new modules
• Validate deliverables from a functional perspective—does it meet the client's original requirements?
• You are accountable for what goes out to the client: nothing is delivered without your validation
• Demo features to clients before delivery when significant changes are involved
• Work with the TT Exchange connectivity team to coordinate with exchanges and third parties at the start of projects - negotiate test environments, obtain credentials and documentation
• Manage timelines across multiple external parties (exchanges, infrastructure teams, developers)
• Negotiate alternatives when standard prerequisites are not available (e.g. client-provided connectivity)
• Raise development requests through the appropriate channels
• Track proposals and ensure all client requests are properly captured and followed up

Senior Manager, Finance Transformation

Global Head of Revenue Operations

Senior Accountant

Technical Account Manager – TAM