Staff Quality Engineer, Portfolio Accounting

Do you have experience working with investment accounting systems where correctness depends as much on domain judgment as technical implementation? Have you worked through complex accounting workflows like accruals, reconciliations, tax lot accounting, corporate actions, or multi-currency processing and developed an instinct for where operational risk lives? Do you understand how to distinguish a technically valid implementation from an accounting outcome that's actually correct — and enjoy bringing that perspective in close partnership with product managers and engineers? If this kind of work interests you, we'd love to talk.

As a Staff Quality Engineer at Ridgeline, you’ll ensure the correctness and reliability of our Investment Accounting platform. The work involves complex accounting workflows where subtle behavioral issues can have meaningful operational and financial impact. This role is focused first on accounting and operational understanding: recognizing how investment accounting workflows behave in practice, identifying where subtle failures can emerge, and independently evaluating whether outcomes are operationally correct and client-ready.

This is not a downstream validation role. QE here is a continuous partner from requirements through release, engaged at every stage where accounting correctness is at stake.

You'll work closely with Product Managers and engineers to define expected behavior, validate correctness, and strengthen the quality of what reaches clients. As AI continues to reshape how teams build and validate software, Ridgeline is incorporating tools like Claude Code and Cursor to increase iteration speed and expand engineering leverage, making strong accounting judgment and independent evaluation of system behavior even more important.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you!

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

• Serve as an independent evaluator of accounting correctness — assessing whether system behavior is financially sound and operationally reliable in real client workflows, not simply confirming that functionality works as implemented
• Engage as a co-equal partner from requirements through release, contributing a quality and risk lens at every stage rather than validating outcomes at the end of a build cycle
• Operate independently on assigned features — leading test planning, engaging in requirements and design discussions, and making sound quality judgments — without requiring close methodology coaching
• Work with Product Managers to define expected accounting outcomes and acceptance criteria — establishing what correct behavior looks like before and throughout implementation
• Participate in requirements and design reviews as an independent quality voice, surfacing workflow gaps, missing edge cases, and cross-system risk before implementation begins
• Evaluate investment accounting workflows through a risk and correctness lens, identifying edge cases and behavioral failure modes early in the development lifecycle
• Help teams distinguish between technically valid implementations and accounting outcomes that are operationally correct and client-ready
• Lead domain-focused test planning for workflows including accruals, reconciliations, tax lot accounting, corporate actions, and multi-currency accounting
• Validate accounting outcomes against expected financial behavior and real client operating workflows
• Collaborate with engineering teams to improve confidence in test coverage and release readiness across complex accounting functionality
• Build strong partnerships across Product, Engineering, and Quality Engineering rooted in transparency, accountability, and shared ownership
• Mentor teammates on domain-specific quality considerations and thoughtful, risk-based testing approaches

What we look for:

• Strong experience in investment accounting, portfolio accounting, fund accounting, or back-office investment operations, with deep familiarity with workflows including reconciliations, accruals, tax lot accounting, corporate action processing, and multi-currency accounting
• Ability to identify financial or operational risks that may not surface through standard functional testing alone
• Strong judgment around how accounting systems should behave in complex, high-scale, or edge-case scenarios
• Experience working closely with software teams, Product Managers, business analysts, or implementation teams supporting financial systems
• Ability to reason through workflow dependencies, system behavior, and areas of elevated business risk
• Strong communication skills and ability to clearly articulate expected outcomes, edge cases, and quality concerns across technical and non-technical audiences
• Demonstrated ownership mindset and ability to operate independently in fast-moving environments
• Curiosity and willingness to engage deeply with modern software development practices and quality engineering approaches
• Comfort adapting to evolving software development workflows, including the growing use of AI-assisted tooling

Bonus:

• Prior experience in Quality Engineering, software testing, or test automation
• Experience using or supporting portfolio accounting platforms or investment operations systems
• CPA, accounting degree, or formal accounting education
• Experience with SaaS fintech or investment management platforms
• Familiarity with API testing, automation frameworks, CI/CD practices, or test-driven development approaches
• Experience mentoring teammates or influencing quality practices across organizations
  
  

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, the Bay Area, Dublin Ireland. Ridgeline 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.

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

[For New York and California Based Only]

The typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $137,500 - $172,000

The typical starting salary range for this role in the select locations listed above is: $151,500 - $189,000

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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