With our small team, build something you're proud of and see the impact right away. We waste no time here and do not bombard our schedules with unnecessary meetings. This way, we can focus on creating something that matters to our customers.

Our compensation package is designed to enable you to do your best work, and when the company does well, we want to make sure you participate in the upside.

We cover 100% of employee premiums for medical, dental, and vision plans. We also offer a Flexible Spending Account (FSA) and Health Savings Account (HSA) where you can set aside pre-tax money for any out-of-pocket medical expenses.

The best talent may not always be within commuting distance of our office, so we don't want that to be a deal-breaker. We prioritize talent above all - so as a member of our team, you can work wherever you are happiest and most productive.

With our unlimited vacation day policy - we really mean it. Start-up life can be stressful at times, so we want to make sure you take the time you need to recharge. Come back when you're ready to do your best work.

Minimizing commute time is a plus for both you and us. Our convenient office location is close to public transportation, and of course those happy hours after work. Your pet is welcome to join us as well!

Join the Leapfin team: We are a diverse group of passionate and curious individuals committed to building something great and lasting. We are constantly looking for talented and dedicated individuals who share our values to join our growing team.

Careers

Send us an email at jobs@leapfin.com with some info about yourself. We'll be happy to get in touch!

Leapfin is an Equal Employment Opportunity Employer

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Leapfin is leading the Finance Operations revolution.

With today's explosion of data, businesses operate in a digital Wild West where data must be wrangled for each department to operate efficiently. Financial data holds the most business-critical information. It informs every level of decision making - from fundraising and IPO execution to staffing and budgeting within each department. Sales and Marketing already have their own specialized "Operations" groups with modern solutions. Leapfin thinks Finance should too.

Leapfin uniquely bundles data integration, data normalization, and financial reporting into a single fully automated platform.

We are looking for a Head of Customer Success to own driving success for our customers. This role includes responsibilities for Customer Success activities (e.g., implementation, on-boarding, support, services, adoption, advocacy, retention, etc.) and outcomes (e.g., renewals, up-sell). This role reports directly to the CEO.

You've successful led complex implementations of mission-critical SaaS solutions (e.g. ERP) with multiple stakeholders including C-Suite, IT, and Finance.

Consistently delivered on and exceeded objectives by producing desired outcomes for customers.

A strong advocate of consultative/relationship building with the ability to understand customers’ business needs and develop creative solutions.

Hands on and own of customer implementations and professional services engagements end-to-end.

Ability to build and lead Customer Success, Professional Services, and Support teams (Project Managers, Technical Account Managers, Solution Architects).

Measure effectiveness of all Customer Success activities (e.g. Implementation/Prof Serv, Customer Health, etc.)

Collaborate with Product and Sales and translate customer needs into future Product roadmap.

6+ years of experience in leading customer facing organizations.

Ability to interact with C-Level executives of Fortune 1000 companies and manage their expectations and relationships.

Ability to manage influence through persuasion, negotiation, and consensus building.

Strong empathy for customers AND passion for revenue and growth.

Demonstrated desire for continuous learning and improvement.

Enthusiastic and creative leader with the ability to inspire others.

Excellent communication and presentation skills.

Experience working with CFOs and Controllers and their software stacks.

Knowledge of Accounting and Finance (e.g.: GAAP and IFRS Principles, Month-End Close, SOX, etc.).

Experience doing any/all of the above successfully at a small (Series A/B) startup.

Experience in Management Consulting or IT Consulting industries.

This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time. 

Head of Customer Success

We are looking for a seasoned full-stack engineer to work with our existing core engineering team to build out the web infrastructure, back-end and front-end layers of Leapfin’s multi-tenant SaaS product. An ideal candidate will be comfortable working independently and enabling independence in others but knows when and how to bring the team together to solve big problems and address complicated questions.

Contribute to the architecture and development of back-end frameworks that scale to address high volume and throughput of data analytic workloads against our AWS RDS Postgres and ElasticSearch data store.

Collaborate in the evolution of Leapfin’s rule-based modelling engine via Machine Learning Algorithms

Develop automated deployment orchestration solutions for multi-tenant deployments.

Design and build distributed infrastructure services which enable multiple applications for the rapid customer growth 

Engineer scalable architecture and web features and designs, design APIs to enable the features, test, ramp, and monitor the success of the features you build

Help set up monitoring and alerting on services to continuously improve our SLA. 

Help find cloud native solutions to problems and find ways to increase efficiency and reduce cost of services

Design, develop, test, and maintain customer facing applications on Web and potential mobile.


Back End – Java, Scala, Node.js, Distributed Systems

Mid-Tier – API & Microservices Development – GraphQL, OpenAPI, Swagger

Front End – Javascript, React.js, Redux

Databases – NoSQL, MySQL, SQL Server, PostgreSQL, Elastic Search, Data Warehousing, OLAP, OLTP

Cloud Environment – AWS, EC2, ELB, IAM, S3, Lambda, EBS, EKS

Containers – Dockers, Kubernetes, Terraform

Experience working with a multi-tenant SaaS product/company

Expertise in data science, data ingestion pipelines, and data modelling

Solid understanding of Data structures and Algorithms and strong Object-Oriented Concepts (OOPS) and Design pattern

Solid experience in producing technical design documentation as well as in an event-driven architecture

Experience working in a cloud environment – AWS, Azure, GCP

Exposure with monitoring and alerting systems – OpsGenie, NewRelic, DataDog, Grafana

Experience with asynchronous systems – Kafka, RabbitMQ, PubSub, Kinesis

Bachelor’s degree in CS or Engineering or equivalent experience. MBA is a plus

Be a trusted technical team leader, advisor, and developer with the ability to solve complex challenges

Create and deliver best practices recommendations, tutorials, blog articles, sample code, and technical presentations adapting to different levels of key business and technical stakeholdersAble to demonstrate the ability to undertake the above responsibilities 

Cloud Full-Stack Engineer

Leapfin is looking to hire our first Enterprise Account Executive. You are currently an AE at a company selling a similar priced SaaS solution ($100K+) with a history of consistently beating your quota. You aspire to be on the ground floor of a company that has recently achieved product/market fit and are excited to have the entire world as your territory. You are eager to leverage your experience to help Leapfin penetrate all global enterprises and brands.

Responsibilities:

Manage the full sales-cycle from discovery call to contract execution over 3-6 months with deals averaging $100K+

Work closely with team members to hit and exceed aggressive revenue targets

Understand a prospect's needs and effectively communicate how Leapfin will meet those needs

Ensure 100% satisfaction with all customers

Be an integral of the next great enterprise SaaS startup with unlimited opportunities for advancement

Requirements:

3+ years of SaaS sales experience, preferably selling to finance teams

Experience working within environments where data hygiene is important

Experience building long-term relationships with senior executives

Enterprise Account Executive

Are you a top performing SDR/BDR at a company selling a SaaS product in the $100k range? If so, Leapfin is looking to hire a Business Development Representative and you may be a good fit.  At Leapfin you will be on the cutting edge of innovation dealing in providing a SaaS product that acts fully automated revenue sub-ledger.  However, a background in these things is not as important if you are a hustler in every sense of the word.

If you want to grow swiftly in your career to either be our best Account Executive (flying around the world to close big deals), or Business Development leader in a high-performing solution sales organization then Leapfin may be the right place for you. 

An ideal candidate should aspire to be on the ground floor of a company that has just found product/market fit, wanting to build the initial sales systems, sales processes, and find the biggest deals in company history. You will have the opportunity to work closely with the CEO to tighten the sales systems/strategy, build the sales process, and help grow the sales organization.

If you prove yourself in this BDR role, you will have the opportunity to define your career trajectory as we grow the sales team. You produce, you grow, we all win.

Driving pipeline growth by identifying new target accounts/contacts, soliciting and booking meetings for our Account Executives, and ultimately generating qualified opportunities

Responsible for business development efforts, including research, calling, and emailing

Develop in-depth knowledge of target accounts to plan approach

Interface with key decision makers and senior leaders to uncover pain points

Consistently achieving and exceeding monthly qualified meeting and opportunity targets

Partner with the Account Executive to establish a go-to-market strategy as well as identifying top target accounts, and executing in conjunction to driving pipeline and revenue growth

Establishing a baseline domain knowledge and using your knowledge of our customer base and product to accurately qualify opportunities

Working collaboratively with executive team to refine our messaging and value proposition

1+ years of experience in sales, business development, and/or strategic partnerships

Bachelor’s degree in business or a related field, graduate degree preferred

Highly motivated with the ability to work in a face paced environment and makes things happen

Sales experience in technology SaaS or financial services preferred

Communication: Strong verbal, written, and presentation skills with proficiency in Microsoft Suite

Creativity & Innovation: Generates new and innovative approaches to problems

Ability to demonstrable track record in an inside sales environment with understanding and proof of pipeline generation

Tech-savvy and an ability to quickly learn new technology

Articulate communications skills, both written and oral

Familiarity with Salesforce and Outreach/Salesloft

Business Development Representative

Leapfin | Careers

Our customers' success will always be our highest priority. We work vigorously to earn our customers’ trust and don't take it for granted.

We act on behalf of the entire company, beyond our teams and beyond ourselves. We don't sacrifice long term value for short term results.

We understand our actions impact the rest of the team. While we don't always agree, we always respect each others’ point of views.

We are always learning and trying to improve. We are curious and actively learning to make ourselves better.

We continuously challenge ourselves and hold ourselves to the highest standards. We deliver the best products and services with the resources we have.

Decisions to act are better than indecisions. Sometimes we do make mistakes, but we learn from them and never make the same mistake twice.

We are here to transform an industry, and turn it upside down. We’re re-imagining how everything works today to how it should work.

We are a diverse group of passionate and curious individuals committed to building something great and lasting. We are constantly looking for talented and dedicated individuals who share our values to join our growing team.

Senior Software Engineer

I love that Leapfin gives me the flexibility to work remotely. I interact daily with my team on Google Hangouts or Zoom, and quarterly company offsites in SF keeps me connected to my team.

Senior Sales Development Representative

There is a lot of opportunity for growth at Leapfin. We're encouraged to voice our opinions and try new things.

Having been founders and executives of both private and public companies, Ray and Erik often found themselves drowned in spreadsheets, inaccurate analyses, and outdated financial reports. Constantly frustrated with legacy financial systems, Ray and Erik built Leapfin with modern technologies to help organizations thrive in the modern business environment.

These new challenges have made it impossible for legacy financial systems to process the millions of transactions that businesses must handle today. As a result, finance organizations can no longer rely on legacy financial software.

We also believe finance organizations spend way too much time on unnecessary manual processes, which are too error prone and manual, and introduce tremendous downstream risks.

Leapfin's platform is built to ensure you always have what you need. We want to make your already hectic life a little simpler, so you can focus on work that will really drive the business forward.

Here at Leapfin, we see three major challenges that are fundamentally transforming how finance organizations operate:

Leapfin was founded on the vision to empower finance teams to do their best work and focus on what matters - driving their businesses forward with data driven decisions.

About Us

Leapfin | About Us

Raymond Lau

Erik Yao

Ron Gill

Former CFO of NetSuite
Former Chief Controller of SAP

Jeff Epstein

Former CFO of Oracle
Board Member of Twilio & Shutterstock

Jonathan Chadwick

Former CFO of VMWare
Board Member of Stripe & Zoom

Global Data

Trust that your month-end numbers are accurate

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Avoid reopening the books after month-end due to manual errors.

Automate manual, repetitive, error-prone processes

Leapfin integrates with source systems so you don’t need to worry about manual errors when pulling from .csv exports.

Streamline complex accounting processes (SSP reallocation, trigger-based recognition, mid-cycle amendments, etc) and define custom revenue recognition rules specific for your business.

With Leapfin’s transactional-level reconciliations, you can easily surface the specific transactions that are causing breaks.

Reduce the need to dig through clustered Excel spreadsheets and slowdowns in the reconciliation process.

Canva uses UserTesting to optimize onboarding experience

Leapfin | Canva Case Study

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As Pantheon’s Assistant Controller, Nan’s main responsibilities are to ensure GAAP-compliant revenue reporting and help push the business forward with financials-driven data analysis. When Nan first joined Pantheon, the company’s financials were reported on a cash-basis, and her first critical project was to transition financial reporting to GAAP accrual basis. This was a critical company-wide initiative because of two main reasons:

Executive team needed accurate financials to gain better insights to inform business opportunities

When using cash basis accounting, revenue reporting was relatively easy and straightforward. However, the transition to GAAP accrual accounting was very challenging due to Pantheon’s subscription-based business model, and Excel was no longer a viable option. 

Similar to many other rapidly scaling SaaS companies, Pantheon’s tremendously successful Online Business brought in over ten  thousand transactions every month. With such a large number of transactions coupled with other customer information such as mid-cycle upgrades, downgrades, and cancellations, Pantheon’s accounting team was overwhelmed with data. With a data set this large, not only would Excel not load but this manual process would be error-prone. Booking accrual based revenue journal entries would be virtually impossible.

Because revenue is a high risk and high visibility line item, Nan knew she needed a solution to not only automate manual Excel processes but also handle Pantheon’s growing transactional volume.

When Leapfin first went live, there was a ‘wow’ moment from Nan and her accounting team. For the first time in the company’s history, the finance team could see the number of customers, deferred revenue, and recognized revenue updated in real-time. To book revenue journal entries, now Nan takes no more than 5 minutes to pull the numbers from Leapfin.

During Pantheon’s annual audit, Nan was able to leverage data such as deferred revenue by customer from the Leapfin user interface. For anything that was not available on Leapfin, Nan relied on Leapfin’s Customer Success team. She knew she could get help anytime she needed because Leapfin’s Customer Success team took requests very seriously and was extremely helpful throughout the audit engagement.

Furthermore, Pantheon also gained more visibility into business insights with Leapfin. In the past, financial data was not accessible as they are siloed within various vendors. In order to perform any analysis, Pantheon’s finance team would need engineering team’s help to help pull custom reports from the various systems. With Leapfin’s easy to use UI, Nan was able to easily investigate and analyze the impacts of subscriptions credits on Pantheon’s Online Business. This insight helped the executive team to make the decision to eliminate the use of credits which simplified the user experience and accounting process, and afforded the company a GAAP-compliant revenue increase.

By implementing Leapfin’s unified financial data platform, Nan helped Pantheon transition to GAAP accrual accounting and gained access to real-time, actionable business insights.

The world’s best WebOps Platform for marketers and developers.

Pantheon uses Leapfin to transition to GAAP basis revenue accounting

Pantheon Customer Story

When I first saw Leapfin live, there was a ‘wow’ moment. Now, it takes me just 5 minutes to book my journal entries!

Assistant Controller

As Sauce Labs’ Senior Deal Desk Manager, Bryan Schmitz is in charge of revenue and quote-to-cash reporting. One of Bryan’s projects was to transition Sauce Labs’ self-serve business from cash basis to GAAP accrual basis of accounting. This was a critical initiative because they wanted the ability to bill customers upfront and therefore needed to accurately track deferred revenue. 

Initially, cash basis accounting was easy and straightforward with Zuora since it specializes in monthly billings. However, with the shift to upfront billing and GAAP accrual accounting, Zuora proved to be insufficient to handle the complexity.  Zuora’s inflexible system made it difficult for Sauce Labs to offer discounts to customers making an annual commitment. In addition, Zuora’s other shortcomings included its hefty price tag, unresponsive support team, and rigid data export capabilities. 

Since Intaact is their ERP, Bryan explored Intaact’s Advanced Rev Rec Contracts Module as a possible solution. It is a complex system that may be good for enterprise contracts but was not set up to handle tens of thousands of transactions per month from their self-serve business.

1.      Accurately track deferred revenue for a complex SaaS business 

2.      Integrate with internal billing system, existing and future payment processors, such as Stripe

3.      Handle large monthly transaction volume 

Bryan was the finance owner during Sauce Labs’ Leapfin implementation. He was able to set up Leapfin over two half-hour phone calls, turn it on, and not worry about it – a “crockpot” as Bryan pointed out. Bryan simply trusts that Leapfin will work every month after it goes live, unless there’s any changes on the product side or functionality around discounting.

To prepare revenue recognition journal entries, the accountant pulls the numbers from the Leapfin dashboard. Sauce Labs’ monthly revenue process for its self-serve business is now a painless 5-minute task.

Whenever Bryan wanted to dig into a reconciling item, it was easy to trace from Leapfin back to Stripe.

For audits, Bryan simply gives KPMG a revenue tie-out (invoice line items reconciled with revenue waterfall) provided by the Leapfin customer success team. KPMG would select invoices to test and since the tie-out already had hyperlinks back to Stripe, there was minimal work for Bryan and the accounting team. 

Ensures the world’s leading apps and websites work flawlessly on every browser, OS, and device.

Leapfin helps Sauce Labs transition to GAAP reporting

Sauce Labs Customer Story

Leapfin is like a ‘crockpot.’ Set it up over 2 half hour phone calls, turn it on, and don’t worry about it.

Senior Deal Desk Manager

Top Hat, based in Toronto, is the leading educational software company. Top Hat has been growing very rapidly – now used at 75% of the top 1000 leading colleges and universities in North America. As the Director of Revenue Operations, Minnie needed to ensure that her revenue systems and processes are robust enough to handle the business’s rapid expansion. However, because Top Hat’s existing financial systems could not scale with the business, revenue recognition and financial reporting became a bottleneck to day-to-day operations and decision making. In addition, Top Hat planned to launch a new pricing structure to encourage full-suite product adoption. This launch would introduce additional complexity that existing financial systems are not equipped to handle.

Minnie knew that her existing revenue processes in Excel, coupled with Top Hat’s massive transaction volume would not be able to handle this complexity. She needed to modernize her legacy systems and processes as soon as possible.

The core of the issue stemmed from Top Hat’s legacy financial systems being unable to handle its massive transaction volume. Before Leapfin, Minnie’s revenue processes relied on a lot of Excel and a SuiteSync integration between Stripe and NetSuite. Top Hat’s success also meant they could sometimes bring in upwards of millions of transactions in a single week. NetSuite’s limitations and legacy architecture were unable satisfy Top Hat’s transactional volume needs and would cost Minnie’s team 30-90 days just to close their books every month.

Since Minnie’s time was completely consumed by the month-end close process, there were many value-add projects she wished she could spend more time on to help drive business growth, including:

Providing analytical support for her CFO and cross-functional teams

Analyzing all business areas for opportunities

Ensuring revenue completeness and no revenue leakage

The right software solution was hard to find:

Searching for the right software solution was not an easy undertaking. Minnie evaluated NetSuite’s Advanced Revenue Module (ARM) as well as Zuora RevPro but ultimately found them both to be unsatisfactory to meet Top Hat’s business needs.

Since NetSuite’s integration with Stripe limited Top Hat’s ability to scale as a business, Minnie knew that using NetSuite’s ARM would not address the core of the issue. In addition, the quoted implementation period was greater than 1 year. Minnie needed to go-to-market in just a matter of months, so this delay is something she couldn’t afford.

Zuora RevPro was also not a great business fit for Top Hat. Minnie found Zuora’s bread and butter was its Zuora Billing for traditional subscription SaaS businesses. But since Top Hat’s business model was much more unique, it was clear that Top Hat would have to modify its own business to work with Zuora’s systems and this was a deal breaker.

When Minnie finally came across Leapfin, she knew it was everything she needed:

Scalable platform that can handle Top Hat’s massive transaction volume

Implementation timeline of just a few months

Flexibility to adapt to Top Hat’s unique business needs

Since Leapfin easily integrates with all of Top Hat’s existing financial systems, Top Hat didn’t have to change any existing processes or systems. Top Hat’s data engineering team simply sends relevant financial data to Leapfin to enrich its barebones Stripe data. Leapfin’s automation and rules engine also completely eliminated any reliance on Excel. Now, it takes Minnie’s team just 5 days to produce revenue reports for the executive team and less than 10 days for the entire month-end close process -- a reduction in days spent of 89%!

With Leapfin, Minnie can afford to move away from day-to-day transactional reporting and invest more time in insights reporting, analysis, and forecasting. When her CFO asks for revenue numbers, Minnie can just easily look at Leapfin’s dashboard.

Top Hat’s revenue forecasting has also improved drastically – much to the delight of investors. The FP&A Manager simply takes the deferred revenue number from Leapfin’s real-time revenue dashboard to incorporate into his forecasting model on a regular basis. No more using outdated deferred revenue numbers that don’t reflect what’s actually happening in the business.

Now that Leapfin is live, the finance function is no longer a bottleneck to business strategy and growth. When presented with a new business model, Minnie can finally say to her cross-functional partners, “Yes, this is possible. We can implement this business logic in Leapfin.”

The higher education app that makes active learning come to life.

Leapfin helps Top Hat reduce time to close at month-end by 89%

Top Hat Customer Story

Leapfin is more than just a software vendor – they’re our partner as well. They give us advice on best practices for systems setup, configuration, business processes, and more. Leapfin is an invaluable resource.

About Us

About Leapfin

Leapfin was founded on the vision to empower finance teams to do their best work and focus on what matters - driving their businesses forward with data driven decisions.

Here at Leapfin, we see three major challenges that are fundamentally transforming how finance organizations operate:

Our Principles

Obsess with Our Customers' Success

Ownership Mindset

Succeed Together

Refuse to be Complacent

Insist on the Highest Standards

Bias for Action

Executives, Investors & Advisors

Contact Us