01
Own the operating record.
The unit of work here is a client's operating record over time. We hire people who take that ownership seriously.
Careers at Institution
Work on finance operations that have to stay understandable over time
Institution is built around durable records, named ownership, careful handoffs, and recurring work that still makes sense after the people doing it change.
Working principles
The standard is durable work, not visible busyness
02
Written before verbal.
Most coordination is asynchronous. Clear writing, defensible reasoning, and retained records are the baseline.
03
Judgment inside the boundary.
We are not a licensed tax or legal practice. Knowing where our work ends and a licensed professional's begins is part of the craft.
04
Consistency over last-minute heroics.
Reliable finance work comes from repeatable monthly and quarterly processes. We value clear ownership and work that holds up every time.
How roles collaborate
Different roles, one operating record
Preparers
Own the recurring close for a defined set of accounts, from source collection through reconciliation and reporting.
Controllers
Review balance sheets, resolve exceptions, and sign off on the reporting pack before release.
Client leads
Own the client relationship, turn business needs into clear requests, and coordinate handoffs to the right professionals.
Operations
Own onboarding, migration, request systems, and the tooling that keeps records durable through personnel change.
Hiring process
A short process built around the work itself
- 01ApplicationA short written note on what you have owned end to end, plus a resume. No cover-letter template.
- 02Written exerciseOne structured response to an operating scenario chosen for the role and reviewed by the team you would join.
- 03Working conversationA working conversation with two people on the team, based on the exercise and how you would run the work.
- 04Reference conversationsTwo reference conversations, one with a former manager and one with a former peer, arranged after the working conversation.
Open roles
There are no published openings at this time
Institution hires in cohorts to protect training quality. If you would like to be considered when the next cohort opens, send a short note on what you have owned end to end.
Learn how the operating model works before applying
The How it works page explains onboarding, close, review, and year-end responsibilities.