Senior Financial Analyst

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."

Why this role exists

This role is being built as the primary finance business partner for the Product & Technology (P&T) organization, working directly alongside senior technology leaders. This is not a standard FP&A reporting seat: we're looking for someone who goes beyond monthly close and delivery to bring real financial judgment into the room — trade-offs between roles and projects, ROI analysis on customer deals, and roadmap considerations. The first mandate is to rebuild our capital allocation process using modern tooling (