Finance & Accounting Director Fluent in AI Workflow Automation and Agentic Tools

Nasdaq Private Market; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

Nasdaq Private Market is seeking a Finance & Accounting Director to support monthly close, budgeting, forecasting and management reporting, leveraging AI tools to streamline workflows. The role blends day-to-day accounting with financial analysis in a fast-growing fintech setting.

You will work across close cycles, build financial models, and partner with department leaders to drive actionable insights and better decision making.

Qualifications

• Bachelor’s degree in accounting or finance.
• 2–5 years of accounting/FP&A experience.
• Strong understanding of U.S. GAAP.

Responsibilities

• Help build and maintain financial models for planning and analysis.
• Support monthly close, reconciliations, and balance sheet analysis.
• Prepare management reporting packages and board materials.
• Assist with annual audits and coordinate with external auditors.
• Leverage AI and finance systems/tools to automate processes and improve reporting.

Skills

Attention to detail

GAAP knowledge

FP&A experience

Excel modeling

AI tools

Communication skills

Startup self-starter

Education

Bachelor’s degree in accounting or finance

Tools

Excel

Netsuite

Job description

Nasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private companies and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity, and other private assets. The company operates in a fast-paced fintech environment that is constantly evolving.

Nasdaq Private Market provides liquidity, wealth and data solutions for private companies, employees, and investors throughout each stage of the pre-IPO lifecycle. Since inception over a decade ago, NPM has executed more than $80 billion in transactional volume for 200,000+ individual eligible employee shareholders and investors across 1,000+ company-sponsored liquidity programs. Founded within Nasdaq, Inc. in 2013, today NPM is an independent private company with strategic investments from Nasdaq, Allen & Company, Bank of America, BNP Paribas, Cerity, Citi, DRW Venture Capital, Goldman Sachs, HiJoJo Partners, Morgan Stanley, Optiver, UBS, and Wells Fargo.

NPM’s primary products include Liquidity Solutions, Investment Platform, Capital Solutions, Settlement, Data and Analytics as well as Wealth Connect. Its Liquidity Solutions business supports private companies using proprietary technology to facilitate tenders, auctions, and pre-direct listing programs. NPM’s next-generation investment platform and electronic trading marketplace is bringing transparency and efficiency to the block trading of private shares for employees and investors with a model fully aligned with the interests of private companies. The company’s Capital Solutions team originates and executes investments through block trades, tender offers, single-asset funds, primary capital raises, and bespoke institutional transactions, for both the companies bringing them to market and the investors backing them. Its Settlement technology streamlines the complex, burdensome process of post-match workflows for companies and trading counterparties. NPM’s data product aims to deliver on the market’s need for actionable insights into trading activity and private company data for investors. Wealth Connect helps identify wealth management resources for shareholders who transact on the NPM platform.

Learn more at www.nasdaqprivatemarket.com.

Nasdaq Private Market is seeking a Finance & Accounting Director to support a broad range of finance, accounting and FP&A tasks and who is fluent in the latest AI workflow automations and agentic tools. This is a role for someone who wants exposure across the Finance function — from monthly close and reconciliations to budgeting, forecasting, and management reporting — and who will leverage AI to identify opportunities to help the team operate more efficiently. The ideal candidate is a self-starter who is comfortable moving between day-to-day accounting operations and financial analysis, and who is excited to build broad finance expertise inside a fast-growing fintech company operating in the private markets.

Responsibilities

• Help architect and turn fragmented data into actionable insights via tools and process improvements


• Build and maintain financial models to support planning, scenario analysis, and business decisions


• Assist in preparing budgets, forecasts, and variance analyses in partnership with department leaders


• Prepare management reporting packages, board materials, and ad hoc analyses for leadership


• Support monthly, quarterly, and annual close processes, including journal entries, accruals, and balance sheet analysis & reconciliations


• Own several day-to-day accounting tasks, potentially including accounts payable/receivable, expense management, fund accounting and general ledger maintenance


• Assist with annual audit processes and coordinate with external auditors and tax advisors


• Help maintain internal controls, accounting policies, and finance process documentation


• Leverage AI and finance systems/tools to drive automation and improve reporting efficiency

Requirements & Qualifications

• Strong work ethic and superior attention to detail


• 2 - 5 years of experience in accounting, finance, or FP&A, ideally including both general accounting and financial planning exposure


• Solid understanding of U.S. GAAP and core accounting principles


• Strong Excel/financial modeling skills; experience with Netsuite is a plus


• Passionate about technology and AI tools that make teams work smarter by improving financial workflows


• Excellent written and verbal communication skills


• Self-starter who can thrive in a fast-paced startup environment

Education

• Bachelor’s degree in accounting or finance or related field