--- title: 'Financial Systems Analyst at Ridgeline' canonical: 'https://feeny.ai/job/financial-systems-analyst-ridgeline-san-ramon-wrrn3jcszrwt' type: 'job' last_seen: '2026-10-18' --- # Financial Systems Analyst at Ridgeline - **Company:** Ridgeline - **Location:** San Ramon, CA / Reno, NV / New York, NY - **Posted:** 2026-09-18 - **Last confirmed live:** 2026-10-18 - **Apply:** https://boards.greenhouse.io/ridgeline/jobs/7994584003?gh_jid=7994584003 ## Job description ## 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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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." 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 now or in the future. ## Why this role exists Ridgeline is looking for a Systems Analyst to help design and build the finance and data ecosystem that powers our next stage of growth. You'll partner across the business to shape how our core systems work together, and bring an AI-forward mindset to how we plan, report, and scale. You'll have real influence over those decisions, working closely with finance leadership to turn your recommendations into what we actually build. You'll also have direct access to Ridgeline's AI toolset (Claude, ChatGPT, Glean, and more) to do it. What success looks like Within 6 months, you'll have partnered with HR, accounting, and business teams to move the Workday implementation forward, and you'll be actively re-implementing Adaptive Planning so it's used organization-wide rather than siloed to one team. Within a year, you'll have designed and stood up a full planning strategy — spanning hierarchies, workflows, headcount, vendor, financial, and scenario planning — that other teams rely on daily. ## What you'll do - Partner with HR, accounting, and business stakeholders to drive our Workday implementation forward. - Own the administration and re-implementation of Adaptive Planning, moving it from siloed use to organization-wide adoption. - Design and build a comprehensive planning strategy covering hierarchies, workflows, headcount planning, vendor planning, financial planning, and scenario planning. - Bring technical rigor to system architecture decisions, writing code and SQL where needed to solve real data and reporting problems. - Identify and stand up AI-driven automation across finance and data workflows. ## What we look for - 3+ years of real, hands-on experience administering or implementing Workday and/or Adaptive Planning for Finance teams. - Technical fluency: comfortable with code and SQL, and understands the accounting chart of accounts. - A self-starter who can operate with significant autonomy and ambiguity, and is comfortable owning decisions without a deep layer of oversight. - Genuinely AI-forward — uses AI tools proactively to automate and improve workflows, not just as a novelty. Bonus Points - Experience with other ERP/FP&A planning tools (e.g., Pigment, Anaplan) is a plus, though Workday/Adaptive is our focus. - Prior implementation experience with a general ledger or ERP system beyond Workday/Adaptive (e.g., NetSuite, Campfire, Brex). - Background partnering directly with finance and accounting teams on system design, not just execution. ## Compensation and Benefits The typical starting salary range for this role is: $107,000 - $147,000. 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](https://www.ridgelineapps.com/about/careers) for a more comprehensive overview of our perks and benefits. ## Equal Opportunity & Privacy 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 Candidate Privacy Policy](http://ridgeline.ai/legal/candidate-privacy-policy). Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions. #LI-Hybrid ## About Ridgeline ## Company Overview - **One-liner**: Ridgeline is an AI-native industry cloud platform purpose-built for investment management, unifying front, middle, and back office workflows in a single system. - **Entity Type**: Private (funding stage not disclosed) - **Headquarters**: Incline Village (Lake Tahoe), Nevada, USA - **Founded**: Not publicly available (founded by Dave Duffield after his tenure at Workday and PeopleSoft) - **Founders**: Dave Duffield (Founder and Chairman) ## Core Business - **Primary industry**: Investment management technology / Fintech - **Target customers**: B2B – investment management firms (asset managers, hedge funds, etc.) - **Mission/purpose**: Give investment managers a competitive advantage with modern technology purpose-built for the industry, combining data, workflows, and AI in one platform. ## Products & Services All offerings are part of a single cloud-native SaaS platform: - **Ridgeline Platform**: A unified front-to-back system with modules for portfolio construction, trading, compliance, reconciliation, portfolio accounting, reporting, client engagement, revenue management, and workflow management. - **Ridgeline Intelligence**: AI-powered capabilities including agentic digital coworkers that automate repetitive tasks, natural language querying of data, and embedded analytics. - **Reconciliation Engine**: Automated start-of-day reconciliation against a trusted custodial data network. - **Electronic Trading**: Integration with NYFIX, dark pools, and broker algorithms; post-trade dashboard for CTM/local matches and FIX allocation status. - **Compliance**: Pre- and post-trade compliance engine configurable at firm, account, and regulatory levels. ## Market Standing - **Valuation / Market Cap**: Not publicly available - **Key Metric**: Over 400 employees (as of mid-2026); funding rounds not disclosed - **Notable Investors / Partners**: Not publicly disclosed; board includes Dave Duffield and other executives. Platform integrates with NYFIX and major custodians/brokers. - **Growth Signals**: Expanded from founding team to 400+ employees across four US offices + remote; rebranded to ridgeline.ai to signal AI-native evolution; continuous product launches (AI workflows, intelligence features in June 2026). ## Competitive Advantages - **AI-native platform** built from the ground up in the public cloud (not retrofitted legacy tech). - **Single source of truth** – one platform for front, middle, and back office eliminates data silos. - **Domain expertise** – founded by enterprise software veterans (PeopleSoft, Workday) who understand complex operational workflows. - **Real-time data and embedded intelligence** directly in the flow of work, reducing manual effort and risk. ## Strategic Focus - Deepening AI capabilities: Ridgeline Intelligence, agentic coworkers, and automated reconciliation. - Expanding the platform’s breadth to cover more investment management workflows. - Attracting top engineering and domain talent to maintain competitive edge. - Building a strong partner ecosystem (custodians, brokers, data providers). ## Why Work Here - **Culture**: High agency, growth mindset, bias towards action, “brilliant jerks not welcome.” Emphasis on trust, transparency, and solving hard problems. - **Remote/Hybrid**: Offices in Incline Village (NV), Reno (NV), San Ramon (CA), New York (NY); select remote roles available. - **Perks & Benefits** (from careers page): - Unlimited vacation - $0 premiums for employee-only medical, dental, vision - 12-week paid parental leave (primary and secondary caregivers) - $1,500 annual education reimbursement - $800 annual wellness reimbursement - Fertility coverage (through Progyny) - 401k with company match - Stock option grants - Dog-friendly offices - **Team**: Over 400 employees; actively hiring for engineering, sales, consulting, and support roles. ## Sources 1. [ridgeline.ai – About](https://ridgeline.ai/company/about) 2. [ridgeline.ai – Homepage](https://ridgeline.ai/) 3. [ridgeline.ai – Careers](https://ridgeline.ai/company/careers) 4. [ridgeline.ai – Leadership](https://ridgeline.ai/company/leadership) 5. [linkedin.com – Ridgeline](https://www.linkedin.com/company/ridgelineai) ## Other roles at Ridgeline - [Senior Engineer, Custodian Data](https://feeny.ai/job/senior-engineer-custodian-data-ridgeline-new-york-ga95vnyt8db9) — New York, NY - [Senior Technical Consultant](https://feeny.ai/job/senior-technical-consultant-ridgeline-reno-7vn2853jfm79) — Reno, NV / San Ramon, CA / New York, NY / United States - [Staff Product Manager, Data Intelligence](https://feeny.ai/job/staff-product-manager-data-intelligence-ridgeline-san-ramon-at0edah6m45y) — San Ramon, CA / New York, NY / Reno, NV - [Sales Executive](https://feeny.ai/job/sales-executive-ridgeline-dallas-8909s4xcw7r0) — Dallas, TX / Austin, TX / Atlanta, GA / Miami, FL - [Sales Executive](https://feeny.ai/job/sales-executive-ridgeline-charlotte-f6exbjv04y19) — Charlotte, NC / Raleigh, NC / Washington, DC / Arlington, VA / Charleston, SC - [Technical Support Lead, Trading Operations](https://feeny.ai/job/technical-support-lead-trading-operations-ridgeline-dublin-ay3k22fs4q95) — Dublin, Ireland - [Sales Executive](https://feeny.ai/job/sales-executive-ridgeline-philadelphia-4r4xe7p9n20j) — Philadelphia, PA / Boston, MA - [Lead Consultant, Front Office](https://feeny.ai/job/lead-consultant-front-office-ridgeline-new-york-p3zstzhpzsbn) — New York, NY / San Ramon, CA / Reno, NV / -, United States - [Senior Executive Assistant, Product & Technology](https://feeny.ai/job/senior-executive-assistant-product-technology-ridgeline-san-ramon-1j16st6a1n09) — San Ramon, CA / Reno, NV / New York, NY - [Principal Engineer, AI Platform](https://feeny.ai/job/principal-engineer-ai-platform-ridgeline-san-ramon-w1tmb2fkk3ch) — San Ramon, CA / Reno, NV / New York, NY