Head of Strategic Finance & Accounting
Location: Remote
Job Type: Full-Time
As Deferred’s first accounting and finance leader, you’ll build the financial backbone of a fast-growing, venture-backed fintech reshaping the 1031 exchange industry. This role blends hands-on corporate accounting, treasury operations, and forward-looking strategic finance.
You’ll own Deferred’s core financial operations including general ledger management, reporting, treasury oversight, and strategic planning. You’ll work directly with the CEO and leadership team to shape how we deploy capital, measure performance, and scale safely and efficiently.
What you'll do
- Oversee the company’s banking structure, cash operations, reconciliation & treasury management.
- Lead company-wide financial planning, budgeting, forecasting, and scenario planning across revenue, deposits, unit economics, headcount, and cash runway, helping leadership make smart tradeoffs using clear data and assumptions.
- Implement and refine accounting policies and internal controls that balance speed, security, and compliance
- Coordinate federal, state, and local tax filings with external partners; manage state registrations and business licenses; and support any audits or regulatory reviews
- Lead company-wide financial planning, budgeting, forecasting, and scenario planning across revenue, AUM, unit economics, headcount, and cash runway, helping leadership make smart tradeoffs using clear data and assumptions.
- Run day-to-day accounting operations, including AP/AR, expense management and payroll
- Own the general ledger and month-end close, ensuring timely, accurate financial statements
- Partner with the leadership team on pricing, margin optimization, investment decisions, and future equity or debt fundraising efforts, including materials and analysis
- As the company scales, evolve from hands-on ownership into building, mentoring, and leading the finance and accounting function.
What We’re Looking For
- 6+ years of experience in accounting and/or finance roles
- Bachelor’s degree in Accounting, Finance, or a related field; Accounting degree is preferred (CPA or equivalent credentials a plus)
- Strong foundation in GAAP and prior ownership of the month-end close and financial reporting process
- Experience with multi-entity structures, treasury management, and reconciliations across multiple bank accounts
- Comfort operating as a founding/first finance hire: you can both roll up your sleeves and operate at a strategic level
- Advanced proficiency with spreadsheets and modern finance tools; you enjoy building models, dashboards, tools, and clear, repeatable processes
- Excellent attention to detail and a systems mindset—you enjoy designing the system that keep funds secure without slowing the business down
- Strong communication skills and the ability to explain complex financial topics simply to non-finance stakeholders
- Preference for candidates with experience at a financial services company, fintech, or a business that manages client funds, trust accounts, and/or custodial balances
Why Join Deferred?
We’re a fast-growing, venture-backed startup modernizing the 1031 exchange industry with innovation and transparency. Unlike traditional Qualified Intermediaries (QIs) that profit from hidden fees and interest on client funds, our No Fee model ensures investors keep more of their money. By leveraging proprietary technology and streamlined operations, we’ve built a sustainable business—without fees.
Our team includes serial entrepreneurs who have founded, scaled, and exited multiple successful companies. We’re transforming an industry that has operated the same way for decades and are looking for driven individuals to join us.
- Be part of a cutting-edge, tech-driven company revolutionizing the 1031 exchange process
- Flexible, remote work environment, empowering you to work from anywhere
- Competitive salary and benefits package
- Equity participation, giving you a stake in the company’s future growth and success
- 401(k) plan including matching up to 4.5%
- Health, dental, and vision coverage with a flexible benefits stipend
- Generous paid time off and holidays
- Opportunities for growth and professional development
Exchange Officer
Location: Remote
Job Type: Full-Time
Exchange Officers are responsible for managing and overseeing all aspects of 1031 exchange transactions, from initiation to completion. This role requires a deep understanding of 1031 exchange rules and processes, excellent communication skills, and the ability to handle complex client needs. You will work closely with clients, real estate professionals, and other internal teams to ensure successful and compliant exchanges.
What you'll do
- Coordinate all phases of 1031 exchange transactions, including forward, reverse, and improvement exchanges
- Serve as the primary point of contact for clients, providing guidance on the 1031 exchange process and ensuring their needs are met
- Review and prepare exchange documents, ensuring compliance with IRS regulations and company policies
- Manage client accounts, including timelines, fund transfers, and communications with escrow agents, title companies, and attorneys
- Resolve complex issues and respond to client inquiries with expertise and a customer-centric approach
- Utilize and contribute to the development of the company's tech-enabled tools to improve transaction efficiency
- Stay up-to-date on 1031 exchange regulations and industry trends to provide accurate advice and solutions
- Collaborate with internal teams (e.g., tech, legal, compliance) to streamline operations and enhance client experience
What We’re Looking For
- 3+ years of experience with 1031 exchanges
- Strong knowledge of IRS Section 1031 regulations, including forward, reverse, and improvement exchanges
- Excellent client management skills with a proactive, problem-solving approach
- Detail-oriented with strong organizational skills and the ability to manage multiple transactions simultaneously
- Familiarity with Google Suite and technology-driven tools used in real estate or financial services
- Strong communication skills, both written and verbal
- Ability to work independently while collaborating with a team
- Bachelor’s degree in Business, Real Estate, Finance, Accounting or a related field (or equivalent work experience)
- Preference given to candidates with FEA/CES certification
Why Join Deferred?
We’re a fast-growing, venture-backed startup modernizing the 1031 exchange industry with innovation and transparency. Unlike traditional Qualified Intermediaries (QIs) that profit from hidden fees and interest on client funds, our No Fee model ensures investors keep more of their money. By leveraging proprietary technology and streamlined operations, we’ve built a sustainable business—without fees.
Our team includes serial entrepreneurs who have founded, scaled, and exited multiple successful companies. We’re transforming an industry that has operated the same way for decades and are looking for driven individuals to join us.
- Be part of a cutting-edge, tech-driven company revolutionizing the 1031 exchange process
- Flexible, remote work environment, empowering you to work from anywhere
- Competitive salary and benefits package
- Equity participation, giving you a stake in the company’s future growth and success
- 401(k) plan including matching up to 4.5%
- Health, dental, and vision coverage with a flexible benefits stipend
- Generous paid time off and holidays
- Opportunities for growth and professional development
Transaction Processor
Location: Remote
Job Type: Full-Time
As an 1031 exchange Transaction Processor, you will play a critical role in ensuring smooth, accurate, and compliant 1031 exchange transactions behind the scenes. You will collaborate with title and escrow agents, lenders, and internal teams to coordinate documentation, monitor timelines, and facilitate fund transfers. This role is pivotal in keeping each exchange running seamlessly.
You’ll support our Exchange Officers by owning operational execution: reviewing documents, setting up accounts, coordinating closings, and managing secure fund movement. Ideal for candidates with a background in mortgage processing, title/escrow, or real estate funding who thrive in a detail-oriented, fast-paced, and tech-driven environment.
What you'll do
- Prepare and review exchange documentation and agreements for completeness and compliance
- Set up and manage internal records and timelines for active 1031 exchanges
- Coordinate with escrow officers, title agents, and lenders to confirm closings and wire instructions
- Process and track funds through FDIC-insured accounts, ensuring secure and accurate disbursements
- Verify transaction details and compliance conditions before fund releases
- Proactively identify and flag issues or delays, working with Exchange Officers to resolve them
- Maintain accurate documentation for audit, compliance, and operational efficiency
- Use Deferred’s internal platform to track activity, update records, and optimize workflow
What We’re Looking For
- 3+ years experience in one or more of the following:
- Mortgage or loan processing
- Title/escrow operations
- Real estate funding or settlement coordination
- Familiarity with real estate closing timelines, documentation, and fund flows
- High attention to detail, strong organizational skills, and an ability to juggle multiple deadlines
- Experience handling wire instructions and sensitive financial information securely
- Strong written and professional communication skills
- Comfortable working independently in a remote, tech-enabled environment
- Bonus: Knowledge of 1031 exchange processes or IRS compliance
Why Join Deferred?
We’re a fast-growing, venture-backed startup modernizing the 1031 exchange industry with innovation and transparency. Unlike traditional Qualified Intermediaries (QIs) that profit from hidden fees and interest on client funds, our No Fee model ensures investors keep more of their money. By leveraging proprietary technology and streamlined operations, we’ve built a sustainable business—without fees.
Our team includes serial entrepreneurs who have founded, scaled, and exited multiple successful companies. We’re transforming an industry that has operated the same way for decades and are looking for driven individuals to join us.
- Be part of a cutting-edge, tech-driven company revolutionizing the 1031 exchange process
- Flexible, remote work environment, empowering you to work from anywhere
- Competitive salary and benefits package
- Equity participation, giving you a stake in the company’s future growth and success
- 401(k) plan including matching up to 4.5%
- Health, dental, and vision coverage with a flexible benefits stipend
- Generous paid time off and holidays
- Opportunities for growth and professional development
