Staff Quality Engineer, Portfolio Accounting

About the role

The Staff Quality Engineer at Ridgeline ensures the correctness and reliability of the Investment Accounting platform. The role focuses 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.

Responsibilities

• 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

Requirements

• 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

Qualifications

• 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

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of investment accounting principles and practices
• Experience with financial modeling and analysis
• Understanding of software development methodologies and tools

Benefits

• Unlimited vacation
• Education and wellness reimbursements
• $0 cost employee insurance plans

Pay

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

Schedule

Hybrid work schedule available