Senior Software Engineer, Reporting Workflow

Are you excited about building large-scale reporting systems that power mission-critical client deliverables? Do you enjoy owning features end-to-end in workflows that must be correct, performant, and reliable under heavy and uneven load? Are you looking for a role where you can deepen your systems skills, contribute to architecture, and grow your impact across a high-leverage platform team?

The Reporting Workflow team owns the systems responsible for generating pixel-perfect PDF investment statements delivered to our customers’ end clients. Our customers are investment firms, and their clients range from individuals to institutions with complex portfolios. The reports we generate are a critical client-facing artifact, reflecting performance across multiple timeframes and comparisons against industry benchmarks.

Our systems operate as a batch-oriented platform that coordinates reporting workflows across the broader Ridgeline system. These workflows execute at varying scales and must do so efficiently while being mindful of overall system utilization, throughput, and stability. We operate in a single shared AWS production environment with strict multi-tenant isolation, requiring careful design to ensure scalability, fairness, and absolute data correctness.

We also own UI surfaces that allow users to create, configure, and monitor reporting workflows, blending backend systems engineering with workflow-driven product design. PDF rendering is handled via a third-party templating system, enabling customer-specific layouts while allowing our team to focus on orchestration, batching, domain correctness, and reliability.

As Ridgeline continues to grow, we are entering a phase focused on architectural consolidation, system hardening, and preparing for customers with significantly larger data volumes and portfolio complexity. We embrace tools like Cursor AI to accelerate development and reduce friction, allowing engineers to focus on creative, high-leverage problem solving.

We’re looking for a Senior Software Engineer who can independently own complex features, contribute to system design, and help us build high-performance systems that scale with the business.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

• Own complex features and components end-to-end within the Reporting Workflow platform—from design and implementation through testing, rollout, and production support.

• Design and build batch-oriented and event-driven services that coordinate reporting workflows across multiple Ridgeline systems.

• Implement and improve workflows for large-scale batch jobs, with attention to throughput, backpressure, error handling, and observability.

• Work closely with product managers, designers, and other engineers to translate real-world investment firm needs into robust reporting workflows.

• Contribute to UI-driven configuration and monitoring experiences for complex batch jobs, partnering with UI engineers when needed.

• Elevate reliability, performance, and operational excellence by adding tests, instrumentation, metrics, and alerts that give clear signals when things go wrong.

• Participate in design discussions and reviews, helping evaluate tradeoffs and evolve our architecture toward greater consistency and maintainability.

• Mentor and support more junior engineers on the team, providing thoughtful code review, pairing, and knowledge sharing.

What we look for:

• 5+ years of professional software engineering experience, including owning complex features or services in production systems.

• Strong proficiency in a modern, strongly typed, object-oriented language, such as Kotlin, Java, or C#; experience with Kotlin is a plus.

• Experience building cloud-native services on AWS (or another major cloud provider), with familiarity in concepts like SQS/SNS, worker processes, and object storage.

• Comfort working on distributed, asynchronous, or batch-oriented systems, including understanding of failure modes, retries, idempotency, and eventual consistency.

• Solid understanding of data correctness and safety in multi-tenant or multi-customer environments, or a strong desire to develop that expertise.

• Experience with relational databases and structured data, including designing and querying schemas for reporting or analytics use cases.

• Familiarity with front-end technologies such as React is a plus, particularly for workflow-driven UIs, but not required.

• Ability to take a problem from loosely defined to implemented solution, breaking work into increments, communicating tradeoffs, and driving features to completion.

• Willingness to learn and develop expertise in the investment management domain and how institutional reporting works.

• Strong problem-solving and debugging skills, and a bias for pragmatic, maintainable solutions.

• Ability to communicate clearly with technical and non-technical stakeholders, especially around risk, tradeoffs, and timelines.

Bonus:

• Experience with SQL/analytics, batch reporting systems, or PDF/report generation workflows

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.”

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 Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

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 for a more comprehensive overview of our perks and benefits.

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