
11 - 50 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $4.8M Series A on 2018-10
Fintech • SaaS • Artificial Intelligence
Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.
🔥 6 minutes ago
🏄 California – Remote
💵 $200k - $235k / year
⏰ Full Time
🟠 Senior
🔴 Lead
⛔️ Financial Controller
👻 Ghost score 0%
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11 - 50 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $4.8M Series A on 2018-10
Fintech • SaaS • Artificial Intelligence
Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.
• Own all aspects of Canopy’s accounting function • Help the CFO manage operations from revenue contracting through recognition and collection • Define the accounting team roadmap and deliver accounting services • Implement a new AI-native ERP and modernize the finance technology stack • Own revenue recognition, including ASC 606, hardware, implementation services, contract modifications, deferred revenue, commissions, and reporting • Partner with Sales, Legal, CX, and Finance on order-to-cash accounting implications • Automate reconciliations, flux analysis, and accounting workflows using AI • Partner with Operations on inventory tracking, reserves, and reporting • Re-engineer monthly close processes to achieve a seven-business-day close, progressing toward five days or better • Own technical accounting policies and GAAP compliance • Lead the annual audit, manage tax compliance, administer the corporate insurance program, and support investor reporting • Hire, mentor, and develop the accounting team • Partner with leadership, participate in major contract and operational discussions, and surface risks and opportunities
• 10+ years of accounting experience • At least 4 years owning the close at a high-growth, venture-backed startup • Active CPA license • Big 4 experience • Hands-on builder mindset; able to perform, automate, and teach the close process • Collaborative mindset and ability to partner cross-functionally • Demonstrable experience hiring, mentoring, and growing staff • Experience and comfort with AI tools and native systems • Experience implementing an AI-native ERP is a big plus • Experience owning a well-run annual audit process • Excellent technical accounting skills • SaaS experience required • Healthcare experience is a plus • Genuine connection to Canopy’s mission
• Equal opportunity employer • Inclusive environment for all employees • Opportunity to shape the platform powering safety for healthcare workers • Meaningful real-world impact
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