About Formulary Financial
Formulary Financial designs tools that enhance financial decision-making, streamline workflows, and optimize portfolio oversight for institutional clients. Its technology applies machine learning to improve the accuracy and efficiency of financial processes while maintaining compliance with industry standards.
Open positions (7)
Senior Software Engineer, Full Stack (Hybrid, NYC)
Director of Accounting (Hybrid, NYC)
Staff Accountant (Hybrid, NYC)
Accounting Manager (Hybrid, NYC)
Chief of Staff (Hybrid, NYC)
Staff Software Engineer, Full Stack (Hybrid, NYC)
Staff Software Engineer, Full Stack
Company details
Funding
Total raised
$4.6M
Last stage
Seed
Investors
Founders
Alfia Ilicheva
Repeat entrepreneur and operator in financial services. Formerly served as CEO of Edna Technologies (Apollo-backed), and product leader at Bridgewater Associates.
Rick Pianka
Part of the founding team with background from Meta and expertise in applied AI and data systemization.
Bryan Skelton
Tenured fund administration partner with prior management positions at VMS Fund Administration and Aduro Advisors, responsible for end-to-end delivery of fund accounting services.
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.