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Senior Finance Analyst jobs at DriveWealth - 276 jobs

  • Infor Finance ERP Analyst - 245267

    Medix Technology 3.9company rating

    Chicago, IL jobs

    Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.
    $42k-57k yearly est. 6d ago
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  • Senior Analyst, Strategic Finance

    Omada Health 4.3company rating

    Remote

    Omada Health is on a mission to inspire and engage people in lifelong health, one step at a time. Omada is seeking a Senior Analyst to join its Strategic Finance Team. This dynamic role sits at the intersection of finance, data analytics, and strategy, offering a unique opportunity to partner with leaders across the organization. In this position, your focus will extend beyond simply reporting the numbers - you will be uncovering the “why” behind them. Reporting directly to the Senior Manager of Strategic Finance, you will provide the analytical rigor needed to structure complex commercial partnerships and influence decision-making. You will leverage large datasets to analyze member engagement trends, build robust revenue forecasts, and drive the planning and budgeting process. The Strategic Finance team plays a critical role in shaping the strategy and future of Omada's business through forecasting and analysis of key business drivers. If you are a proactive, data-driven problem solver who loves translating raw data into actionable insights, we'd love to speak with you. About you: Bachelor's degree in a business or quantitative field 3+ years of experience in Strategic Finance, Investment Banking, Consulting, or Business Operations; high-growth tech company experience preferred Strong technical acumen, combining financial modeling expertise with proficiency in SQL Exceptional communication and storytelling skills, with the ability to distill complex data for non-technical audiences Demonstrated ability to meet tight deadlines while maintaining a high level of accuracy and attention to detail Proactive self-starter, capable of prioritizing effectively and operating with minimal oversight in a fast-paced environment Your impact: Partner with commercial leaders to influence deal strategy, conducting ad hoc pricing and structuring analyses Leverage data to identify trends in member behavior, providing actionable recommendations to improve efficiency and retention Drive the revenue forecasting process and lead monthly financial reviews, including Budget vs. Actual reporting, vendor spend analysis, and headcount reconciliation Acquire a deep understanding of the strategies, priorities, and evolving dynamics within the US healthcare system to inform long-term planning Bonus points for: Experience supporting Sales, Marketing, Revenue, or Pricing functions at previous roles Hands-on experience with SQL for data extraction and familiarity with visualization tools like Tableau, Looker, or PowerBI Experience implementing AI capabilities into financial workflows Familiarity with financial planning platforms (e.g. Adaptive Insights, Anaplan) Benefits: Competitive salary with generous annual cash bonus Equity Grants Remote first work from home culture Flexible vacation to help you rest, recharge, and connect with loved ones Generous parental leave Health, dental, and vision insurance (and above market employer contributions) 401k retirement savings plan Lifestyle Spending Account (LSA) Mental Health Support Solutions ...and more! It takes a village to change health care. As we build together toward our mission, we strive to embody the following values in our day-to-day work. We hope these hold meaning for you as well as you consider Omada! Cultivate Trust. We actively cultivate trust through attentive listening and supporting one another. We respectfully provide and are open to receiving candid feedback. Seek Context. We ask to understand and we build connections. We do our research up front to move faster down the road. Act Boldly. We innovate daily to solve problems, improve processes, and find new opportunities for our members and customers. Deliver Results. We reward impact above output. We set a high bar, we're not afraid to fail, and we take pride in our work. Succeed Together. We prioritize Omada's progress above team or individual. We have fun as we get stuff done, and we celebrate together. Remember Why We're Here. We push through the challenges of changing health care because we know the destination is worth it. About Omada Health: Omada Health is a between-visit healthcare provider that addresses lifestyle and behavior change elements for individuals managing chronic conditions. Omada's multi-condition platform treats diabetes, hypertension, prediabetes, musculoskeletal, and GLP-1 management. With insights from connected devices and AI-supported tools, Omada care teams deliver care that is rooted in evidence and unique to every member, unlocking results at scale. With more than a decade of experience and data, and 29 peer-reviewed publications showcasing clinical and economic proof points, Omada's approach is designed to improve health outcomes and contain costs. Our customers include health plans, pharmacy benefit managers, health systems, and employers ranging from small businesses to Fortune 500s. At Omada, we aim to inspire and empower people to make lasting health changes on their own terms. For more information, visit: **************************** Omada is thrilled to share that we've been certified as a Great Place to Work! Please click here for more information. We carefully hire the best talent we can find, which means actively seeking diversity of beliefs, backgrounds, education, and ways of thinking. We strive to build an inclusive culture where differences are celebrated and leveraged to inform better design and business decisions. Omada is proud to be an equal opportunity workplace and affirmative action employer. We are committed to equal opportunity regardless of race, color, religion, sex, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by local, state, or federal laws. Below is a summary of salary ranges for this role in the following geographies: California, New York State and Washington State Base Compensation Ranges: $101,200 - $126,500*, Colorado Base Compensation Ranges: $96,800 - $121,000*. Other states may vary. This role is also eligible for participation in annual cash bonus and equity grants. *The actual offer, including the compensation package, is determined based on multiple factors, such as the candidate's skills and experience, and other business considerations. Please click here for more information on our Candidate Privacy Notice.
    $101.2k-126.5k yearly Auto-Apply 1d ago
  • Senior Financial Analyst

    Cerebral 4.3company rating

    Remote

    Cerebral and Resilience Lab have joined forces to build a new standard in mental health care-one that emphasizes better outcomes through stronger clinical decision-making, rigorous training, and professional excellence. By combining Resilience Lab's Methodology & clinically-led training Institute with Cerebral's extensive reach, clinical network, and care capabilities, we are creating a national model for high-quality, integrated, and accessible behavioral health care. We believe quality mental health care starts with curiosity, professionalism, and mastery of clinical decision-making. Joining our team means committing to show up on your best foot every day where you'll be equipped with structured training, supportive supervision, and a methodology designed to guide you in making sound clinical decisions. The Role: Cerebral is looking for a dynamic and highly motivated Senior Financial Analyst to join our team. You will work with the Finance & Accounting team and collaborate with diverse stakeholders and cross-functional teams to help drive the direction of Cerebral's growth. You will enable senior leadership to make better business decisions and will work closely with them to evaluate, plan, execute, and measure strategic business initiatives. This is a full-time, remote role that will report into the VP, Finance. Who you are: BA/BS Degree in Finance, Business, Economics, Accounting, or related field 3-5 years of experience in FP&A, corporate finance, investment banking, private equity, or accounting Exceptional analytical, problem-solving, and business judgment skills Results orientated with attention to detail; able to drive projects from planning to completion with limited oversight A low ego and can-do attitude; willingness to admit mistakes and work to remedy them Demonstrated communication and interpersonal skills to work across diverse stakeholders and cross-functional teams Flexibility to prioritize deliverables and re-prioritize them at a moment's notice Comfort operating in an ambiguous environment where there's not a set playbook on how to solve each problem How your skills and passion will come to life at Cerebral: Own and update the company's weekly and monthly financial operating model Help prepare and maintain our monthly financial reporting which provides key insights and financial performance metrics to management Partner with Accounting to align on the various corporate expenses to ensure accuracy of corporate reporting Assist in researching payables and collaborate with department leaders to help manage their vendor relationships Monitor operations team processes to ensure alignment with budget and to find potential cost-savings opportunities Work with key stakeholders to identify and execute across a variety of new initiatives related to RPA, Product, third-party systems and and cross-team process efficiencies Collaborate with product team on impact assessments for Operations feature requests The national base salary range (OR the national hourly range for nonexempt positions) offered for this position is outlined below. Cerebral is committed to equal pay for equal work; however, business reasons may dictate variations in pay that are attributed to objective factors, such as a candidate's qualifications and years of experience. Total compensation includes base salary and may include an annual performance bonus and equity/stock options. National Base Salary Range:$100,000-$125,000 USD Who we are (our company values): We Deliver Client Impact: Relentlessly focusing on advancing personalized, high-quality, evidence-based care that improves people's lives We are One: Bringing our collective expertise together as a unified team, strengthened by collaboration, trust, diversity of thought and shared purpose We Aim Higher: Continuously curious to drive our learning, our innovation and our personal growth to reach our full potential We are Generous: Giving more than we take with compassion, empathy, support, openness and a willingness to help those in need We are Accountable: Acting with courage, conviction and integrity to achieve our goals and ambitions to improve the lives of our clients Cerebral is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace. ___________________ Cerebral, Inc. is a management services organization that provides health information technology, information management system, and non-clinical administrative support services for various medical practices, including Cerebral Medical Group, PA and its affiliated practices (CMG), who are solely responsible for providing and overseeing all clinical matters. Cerebral, Inc. does not provide healthcare services, employ any healthcare provider, own any medical practice (including CMG), or control or attempt to control any provider or the provision of any healthcare service. “Cerebral” is the brand name commonly used by Cerebral, Inc. and CMG.
    $100k-125k yearly Auto-Apply 48d ago
  • Staff Financial Analyst, Corporate Finance

    Mozilla 4.9company rating

    Remote

    To learn the Hiring Ranges for this position, please select your location from the Apply Now dropdown menu. To learn more about our Hiring Range System, please click this link. Why Mozilla? Mozilla Corporation is the non-profit-backed technology company that has shaped the internet for the better over the last 25 years. We make pioneering brands like Firefox, the privacy-minded web browser. Now, with more than 225 million people around the world using our products each month, we're shaping the next 25 years of technology and helping to reclaim an internet built for people, not companies. Our work focuses on diverse areas including AI, social media, security and more. And we're doing this while never losing our focus on our core mission - to make the internet better for people. The Mozilla Corporation is wholly owned by the non-profit 501(c) Mozilla Foundation. This means we aren't beholden to any shareholders - only to our mission. Along with thousands of volunteer contributors and collaborators all over the world, Mozillians design, build and distribute open-source software that enables people to enjoy the internet on their terms. About this team and role: Mozilla Finance is responsible for strategic resource allocation and oversees day-to-day financial operations as it scales its mission impact with new and existing products, technology, and business models to serve users better and advance an agenda for a healthier internet. We're seeking a results-oriented Corporate Financial Analyst to lead our core financial planning processes, reporting, and strategic analysis. This role will be responsible for consolidating forecasts, driving budget discipline, partnering across functions, and enhancing our reporting infrastructure through automation and tooling (Pigment, Looker, Netsuite etc.). This role reports to the Head of FP&A and works closely with finance partners and senior leaders across the organization. To succeed, you will need to proactively develop creative solutions to abstract problems, deliver your work in a compelling format, and balance big picture thinking with outstanding attention to detail. This position requires a results-oriented self-starter who can work comfortably with business partners within Finance and across the organization, take tasks from start to finish, and enjoy working in a fast-paced, results-oriented environment. What you'll do: Be an effective communicator and clear presenter, combining storytelling with content and delivery to persuade and encourage teams to take action and prioritize resources Lead the team through the monthly forecast cycle, including preparation and presentation of insights to Finance leadership Drive our consolidated planning process and maintain integrated financial models (e.g., near/long-range forecasts, scenario planning, variance analysis) Develop executive-level reporting, including monthly dashboards, management packages, and Board materials Improve and automate existing reporting processes in Pigment, Looker, and related tools Translate business strategies into financial impact through investment evaluation, sensitivity modeling, and ROI analyses Support transformation of legacy reporting processes to scalable, forward-looking tools and frameworks that deliver accurate and insightful information to the management team with speed and reliability Partner with accounting during close cycles to ensure accuracy in reported financials and alignment between actuals and forecasts Contribute to the development and maintenance of three-statement models and scenario-based forecasts What you'll bring: 3+ years experience of independently managing budgets and forecasting 5+ years of experience in Corporate FP&A, preferably with experience in a high-growth or tech-enabled environment Bachelor degree in a quantitative field, such as Finance, Statistics, Economics, or Business Deep experience using planning tools (Pigment, Adaptive, etc.) required Experience with Netsuite highly preferred, Workday a plus Must exhibit ability to create compelling visualizations and presentations Experience with with Looker or other BI tools a plus Previous involvement with month-end close and a strong understanding of financial and accounting principles Deep understanding of 3 statement financial modeling and accounting concepts Flexibility (open to change) and ability to learn on the fly Candidates must possess experience with financial modeling and advanced spreadsheet and data modeling skills (including VBA, array functions, Power Pivots, etc) - to develop sophisticated and scalable models Ability to tackle, and succeed with, a diverse array of projects that require varying skills a plus, including Python, R, or SQL Strong attention to detail; analytical and inquisitive nature An appetite to take on increased responsibility and grow your career Excellent written and verbal communication skills Strong interpersonal skills with the ability to influence through creating fellowship Success Factors You will likely be happy and productive in this role if you… Get things done and can move quickly and smartly to set goals and then develop plans to deliver and achieve them Are analytical. You know how to crunch data in Excel and build compelling presentations Have a strong builder mentality and can bring order to uncertainty, especially without direction Passionate about continuous improvement. Are able to effectively challenge the status quo and plan forward-looking roadmaps What you'll get: Generous performance-based bonus plans to all eligible employees - we share in our success as one team Rich medical, dental, and vision coverage Generous retirement contributions with 100% immediate vesting (regardless of whether you contribute) Quarterly all-company wellness days where everyone takes a pause together Country specific holidays plus a day off for your birthday One-time home office stipend Annual professional development budget Quarterly well-being stipend Considerable paid parental leave Employee referral bonus program Other benefits (life/AD&D, disability, EAP, etc. - varies by country) About Mozilla Mozilla exists to build the Internet as a public resource accessible to all because we believe that open and free is better than closed and controlled. When you work at Mozilla, you give yourself a chance to make a difference in the lives of Web users everywhere. And you give us a chance to make a difference in your life every single day. Join us to work on the Web as the platform and help create more opportunity and innovation for everyone online. Commitment to diversity, equity, inclusion, and belonging Mozilla understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, persons of all sexual orientations, gender identities, and expressions. We will ensure that qualified individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment, as appropriate. Please contact us at hiringaccommodation@mozilla.com to request accommodation. We are an equal opportunity employer. We do not discriminate on the basis of race (including hairstyle and texture), religion (including religious grooming and dress practices), gender, gender identity, gender expression, color, national origin, pregnancy, ancestry, domestic partner status, disability, sexual orientation, age, genetic predisposition, medical condition, marital status, citizenship status, military or veteran status, or any other basis covered by applicable laws. Mozilla will not tolerate discrimination or harassment based on any of these characteristics or any other unlawful behavior, conduct, or purpose. Group: C #LI-DNI Req ID: R2831
    $85k-119k yearly est. Auto-Apply 13d ago
  • Insights Analyst, Corporate

    Yipitdata 4.1company rating

    New York, NY jobs

    About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: * Ownership That Matters: You'll lead high-impact projects with real business outcomes * Rapid Growth: We compress years of learning into months * Merit Over Titles: Trust and responsibility are earned through execution, not tenure * Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: * Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. * Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. * Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: * 3-5+ years of experience in business analytics or consulting * Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs * A passion for data-driven storytelling * A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn * Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: * We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! * Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. * The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. * Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
    $125k yearly Auto-Apply 37d ago
  • Finance Operations Analyst

    Placer.Ai 4.1company rating

    Remote

    Placer.ai is transforming how organizations understand the physical world. Our location analytics platform provides unprecedented visibility into locations, markets, and consumer behavior. Placer empowers thousands of customers-from Fortune 500 companies, to local governments and nonprofits- to make smarter, data-driven decisions. What sets us apart? We've built the most advanced location intelligence platform in the market while maintaining an uncompromising commitment to privacy, proving that powerful analytics and responsible data practices can coexist. Our growth reflects the market's demand: we reached $100M in annual recurring revenue within just 6 years of launching, achieved unicorn status with a $1B+ valuation in 2022, and continue to expand rapidly as one of North America's fastest-growing tech companies. We're creating a $100B+ market opportunity, and we're just getting started. Named one of Forbes America's Best Startup Employers and a Deloitte Technology Fast 500 company, we're building a culture where innovation thrives, collaboration is the norm, and every team member contributes to reshaping how the world understands location. SUMMARY: We are looking to hire an Finance Operations Analyst to join the G&A team. This is a high-impact role at the forefront of Placer's transformation into an AI-first organization. Reporting directly to the Senior Director of Finance Operations, this role blends AI productivity leadership with finance operations. This individual will partner across departments to identify, plan, help implement, and track AI-driven solutions that enhance efficiency, output quality, and decision-making. At the same time, they will also support our core Finance Operations responsibilities, which include reporting, research, presentations, project management, spend analysis, and executive support. This is a hands-on, highly visible role for a proactive problem-solver eager to learn the full scope of our business and drive measurable results. RESPONSIBILITIES: Finance Operations & Reporting: Support financial reporting, spend analytics, and other ad-hoc analysis. Conduct research to inform vendor, market, and strategic finance decisions. Assist with contract tracking, usage audits, and cost-optimization initiatives. Develop and maintain executive-ready reports and dashboards. Drive continuous improvement in Finance Operations workflows and tooling, including intake of requests, approvals, renewals, and compliance. Serve as a trusted partner to the Senior Director, Finance Ops on cross-functional projects. Support Executive priorities with analysis, presentations, and follow-through. Anticipate needs and proactively drive tasks to completion with high quality. AI Transformation: Identify, prioritize, and drive automation opportunities across functions using AI. Support the CTO's team and others building scalable workflows, templates, and playbooks that embed AI into daily operations. Partner with department leaders to ensure their teams maximize AI for quality and efficiency. Track and report on AI-driven impact (adoption, savings, time reduction, output improvements). REQUIREMENTS: Proficient in Excel or Google sheets. Ability to provide analysis of complex data. You are a Go-getter! You've proven that you can learn new skills, you are proactive, and you achieve positive results. Ability to effectively manage multiple priorities and projects from start to finish. Demonstrates strong attention to detail and understands prioritization. Proven experience thriving in fast-paced business environments, particularly within the tech industry. Proficient in English. Nice to have: Hands-on experience with AI productivity or adjacent tools such as: Familiarity with workflow automation and AI integration platforms (e.g., n8n, Zapier, AirTable, or equivalent). You've built workflows that drive efficiency. Ability to design, test, and document repeatable AI-driven processes, templates, and playbooks. EDUCATION & EXPERIENCE: 2-6 years of professional experience in procurement, finance operations, sourcing, or related areas - preferably in a high-growth tech/SaaS company. Proven track record of delivering financial results and driving strategic transformation. Familiarity with AI-driven workflow and analytics tools is a must. Plus: Bachelor's / Master's degree in Business, Finance, Supply Chain, or related field. WHY JOIN PLACER.AI? Join a rocketship! We are pioneers of a new market that we are creating Take a central and critical role at Placer.ai Work with, and learn from, top-notch talent Competitive compensation Fully remote NOTEWORTHY LINKS TO LEARN MORE ABOUT PLACER Placer.ai's $100M round C funding (unicorn valuation!) See our data in action at The Anchor Placer.ai in the news Video: About Placer for Commercial Real Estate Video Playlist: Placer Solutions for Other Industries Placer.ai is committed to maintaining a drug-free workplace and promoting a safe, healthy working environment for all employees. Placer.ai is an equal opportunity employer and has a global remote workforce. Placer.ai's applicants are considered solely based on their qualifications, without regard to an applicant's disability or need for accommodation. Any Placer.ai applicant who requires reasonable accommodations during the application process should contact Placer.ai's Human Resources Department to make the need for an accommodation known.
    $53k-92k yearly est. Auto-Apply 21d ago
  • Local Remote Senior Budget Analyst w/TS

    Talent Acquisition Concepts 4.4company rating

    Reston, VA jobs

    Are you looking for a Challenge? Looking for an innovative organization and the opportunity to learn and grow professionally? At Terrestris, we are changing the way small businesses hire. We are seeking a Senior Budget Analyst to join our team of talented professionals who possess the experience, vision, commitment, and integrity to successfully support the strategic goals of the Department of Homeland Security (DHS) Science and Technology Directorate (S&T). Join our team, grow your career, and crush your goals at Terrestris. I've never heard of Terrestris. What do you do? At Terrestris, we leverage technology to create better mission outcomes through better human performance. We approach this by forming strong client and team relationships through transparency. We strive to create an environment where our team can let their excellence shine through. By finding, developing, and incorporating new ideas, we provide memorable services. Rooted in the USMC values of honor, courage, and commitment, Terrestris seeks to deliver extraordinary values to the American people by helping the Government become more efficient and effective. So, what will the Senior Budget Analyst at Terrestris do? We are actively seeking to identify personnel with financial management, budget analysis, and acquisition experience to join our team of talented professionals who possess the experience, vision, commitment, and integrity to successfully support the strategic goals of DHS S&T. What does a typical day look like for a Senior Budget Analyst? You will: Provide preparation and analysis of budget and financial data and preparation of pertinent briefing materials, analysis and entry of financial data, preparation of business resources and financial reports, and business and programmatic support. Provide verification and assessment of budget and financial data, evaluation of compliance with applicable policies and procedures, and support for independent business and financial analysis and reviews. Contribute to budget strategy and develop and maintain financial spreadsheets and databases, including budgets and spend plans. Monitor and track funding, obligations and schedules; utilize financial databases and reports; provide financial analysis and presentations; support cost proposals and document financial processes. This includes monthly collection and analysis of technical and cost reports from funded contracts. Consult client on adjustments to the overall budget in response to budget cuts and shortfalls, opportunities for unplanned funds, and mitigation strategies for schedule changes affecting finances. Gather and consolidate project related financial data from multiple DHS systems (STATS, SharePoint, etc.). Interact with and maintain rapport with other DHS entities, including the Finance and Budget Division (FBD) and Office of Procurement Operations (OPO). Provide professional/technical services in support of acquisition planning through solicitation, award, performance, final payment, and preparation for close-out for the full range of contractual instruments used by Government. Advise, develop, and review procurement requests (PRs), contract, and other acquisition packages, including Acquisition Plans (APs), Acquisition Strategies (AS), Independent Government Cost Estimates (IGCEs), Justification and Approvals (J&As), Determination and Finding (D&F), etc., ensuring adequacy, consistency, and compliance with administrative, regulatory, and procedural requirements. Provide professional/technical services in support of acquisition planning through solicitation, award, performance, final payment, and preparation for close-out for the full range of contractual instruments used by Government. Contribute to project management and oversight of programs, projects, and activities by managing scope, schedule, and budget and interacting with stakeholders internal and external to S&T. What qualifications do you look for? You might be the leader we're looking for if you have: Bachelor's and 10+ years of relevant experience or Master's and 5+ years of relevant experience Active Top Secret Security Clearance Applicants selected may be subject to a government security investigation and must meet eligibility requirements for access to classified information. Applicants selected must be eligible to receive DHS Suitability. We are extra impressed by folks that: Demonstrated strong technical writing skills, targeting both technical and non-technical audiences. Demonstrated experience writing concise and clear copy according to established standards. Experience providing direct or consultant support to major programs or offices which require varying types of strategic and local communications. Strong interpersonal skills to establish effective working relationships. Strong project management skills. Experience and proficiency working with Microsoft Office (Word, Project, Excel and PowerPoint) and collaboration sites (Microsoft SharePoint). Excellent communication, written, and organizational skills. Ability to work on multiple projects which includes prioritizing, tracking, attention to detail, follow-up and follow-through to project completion. Flexibility/Adaptability to work in a fast-paced environment. Experience providing consistent and clear communication with program managers and leadership. Experience supporting DoD and/or DHS components (e.g., TSA, CBP, FPS, CISA, DNDO/CWMD, USCG, ICE). Experience developing communications materials for publication, internet, strategic initiatives, user manuals, training materials, installation guides, functional system descriptions, special reports, white papers, reports, etc. Experience creating and managing content on networks and web platforms (e.g. social media). Experience in designing, implementing, and managing/executing strategic communication plans, initiatives, and campaigns. Knowledge and experience with print and electronic media campaigns. Experience with stakeholder engagement and management. Experience providing web publishing support including creating/updating web publishing Standard Operating Procedures, preferably for DHS. Candidates with DHS Suitability are strongly preferred. What kind of benefits does Terrestris Offer? We offer outstanding benefits including health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our award programs acknowledge employees for exceptional performance and superior demonstration of our service standards. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in our benefit programs. Other offerings may be provided for employees not within this category. Terrestris is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. Applicants must be authorized to work in the U.S. DILBERT © 2018 Scott Adams. Used By permission of ANDREWS MCMEEL SYNDICATION. All rights reserved.
    $70k-102k yearly est. 60d+ ago
  • Insights Analyst, Corporate

    Yipitdata 4.1company rating

    Remote

    About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
    $125k yearly Auto-Apply 14d ago
  • Director, Technical Accounting & Financial Reporting

    Falconx 4.0company rating

    Remote

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment. Responsibilities Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities. Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues. Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date. Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications. External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams. M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. System implementation: Implement tools for financial statement reporting (ie., Workiva) Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives. Qualifications 15+ years of total experience with increasing levels of responsibility, including people management. Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives. Exceptional technical accounting memo writing skills. Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff. Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached. Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management. Bachelor's degree in Accounting or Finance, CPA or equivalent required. Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred. Experience with muiti-national and multi-currency accounting and with complex business structures. Nice to Haves: Big 4 audit or advisory experience Experience with SEC reporting requirements and public company readiness initiatives Familiarity with SOX compliance. Experience with ERP systems (e.g., Netsuite). Basic knowledge of SQL and experience with analytics tools Experience or knowledge in cryptocurrency is a bonus but not required. Additional Information Flexibility to work across different time zones during crucial periods such as month-end closes. Ability to thrive under pressure in a fast-paced, dynamic environment. Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $96k-141k yearly est. Auto-Apply 60d+ ago
  • Senior Treasury Technical Analyst

    Falconx 4.0company rating

    New York, NY jobs

    Impact Your expertise in financial engineering and data analysis FalconX's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations, global growth and safety and soundness of our operations. Responsibilities * Reporting tools and analytics: develop tools to enhance and automate cash and crypto reporting, cash forecasting and capital tracking. Be an expert in working with SQL, R, Python, etc to aggregate and report data in an executable and digestible manner while building from granular levels * Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the firms operating and investment goals * Stress and scenario planning: Help develop and enhance stress testing regimens to ensure all financial risks are captured and reported timely to ensure * Liquidity and capital allocation Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize capital allocation to the businesses to support growth. * Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. * Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. Help develop and augment tools with engineering and the business * Treasury infrastructure lead: Have SME in database, tools, middleware and tech stacks to help develop best in class solutions for Treasury * Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications * Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for advanced financial degrees. * Experience: 6+ years in financial management within regulated entities. Prior experience Treasury and crypto preferred * Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. * Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. * Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. * Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. * Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. * Curiosity and Learning: Prior cryptocurrency required; a general curiosity and desire to learn are a must. Compensation The base pay for this role is expected to be between $132,000 USD and $178,000 USD for a Senior Analyst level in New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
    $132k-178k yearly Auto-Apply 11d ago
  • Senior Treasury Technical Analyst

    Falconx 4.0company rating

    New York, NY jobs

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Impact Your expertise in financial engineering and data analysis FalconX's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations, global growth and safety and soundness of our operations. Responsibilities Reporting tools and analytics: develop tools to enhance and automate cash and crypto reporting, cash forecasting and capital tracking. Be an expert in working with SQL, R, Python, etc to aggregate and report data in an executable and digestible manner while building from granular levels Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the firms operating and investment goals Stress and scenario planning: Help develop and enhance stress testing regimens to ensure all financial risks are captured and reported timely to ensure Liquidity and capital allocation Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize capital allocation to the businesses to support growth. Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. Help develop and augment tools with engineering and the business Treasury infrastructure lead: Have SME in database, tools, middleware and tech stacks to help develop best in class solutions for Treasury Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for advanced financial degrees. Experience: 6+ years in financial management within regulated entities. Prior experience Treasury and crypto preferred Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. Curiosity and Learning: Prior cryptocurrency required; a general curiosity and desire to learn are a must. Compensation The base pay for this role is expected to be between $132,000 USD and $178,000 USD for a Senior Analyst level in New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $132k-178k yearly Auto-Apply 12d ago
  • Director, Technical Accounting & Financial Reporting

    Falconx 4.0company rating

    New York, NY jobs

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment. Responsibilities Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities. Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues. Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date. Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications. External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams. M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. System implementation: Implement tools for financial statement reporting (ie., Workiva) Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives. Qualifications 15+ years of total experience with increasing levels of responsibility, including people management. Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives. Exceptional technical accounting memo writing skills. Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff. Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached. Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management. Bachelor's degree in Accounting or Finance, CPA or equivalent required. Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred. Experience with muiti-national and multi-currency accounting and with complex business structures. Nice to Haves: Big 4 audit or advisory experience Experience with SEC reporting requirements and public company readiness initiatives Familiarity with SOX compliance. Experience with ERP systems (e.g., Netsuite). Basic knowledge of SQL and experience with analytics tools Experience or knowledge in cryptocurrency is a bonus but not required. Additional Information Flexibility to work across different time zones during crucial periods such as month-end closes. Ability to thrive under pressure in a fast-paced, dynamic environment. Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $230k-311k yearly Auto-Apply 60d+ ago
  • Swap Dealer, Finance Manager

    Falconx 4.0company rating

    New York, NY jobs

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Location: New York City (Hybrid) Impact Your expertise in financial management will directly impact the Swap Dealer's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations. Responsibilities Financial Reporting: Ensure accurate and timely financial reporting, including daily, monthly, quarterly, and annual financial statements. Provide detailed analysis and commentary on financial results. Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the Swap Dealer's goals and objectives. Budgeting and Forecasting: Oversee the preparation of budgets, forecasts, and financial plans. Monitor financial performance against these plans and provide insights to improve financial outcomes. Liquidity Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize cash flow and working capital management. Timely Audits: Work with external auditors to ensure audited financial statements are available in a timely manner Regulatory Compliance: Ensure compliance with all relevant financial regulations and standards. Maintain relationships with regulatory bodies, auditors, and other external stakeholders. Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for licensed CPA, CFA, etc. Experience: 10+ years in financial management from a regulated entity such as the CFTC, NFA, etc. Prior experience in a Swap Dealer firm is highly preferred. Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements them, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. Curiosity and Learning: Prior cryptocurrency experience is not required; however, a general curiosity and desire to learn are a must. Compensation: This is a full-time position with an expected annual compensation of $176,000 - $286,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation ( when applicable ), relocation assistance ( if applicable ), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company's equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $176k-286k yearly Auto-Apply 38d ago
  • Swap Dealer, Finance Manager

    Falconx 4.0company rating

    New York, NY jobs

    Impact Your expertise in financial management will directly impact the Swap Dealer's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations. Responsibilities * Financial Reporting: Ensure accurate and timely financial reporting, including daily, monthly, quarterly, and annual financial statements. Provide detailed analysis and commentary on financial results. * Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the Swap Dealer's goals and objectives. * Budgeting and Forecasting: Oversee the preparation of budgets, forecasts, and financial plans. Monitor financial performance against these plans and provide insights to improve financial outcomes. * Liquidity Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize cash flow and working capital management. * Timely Audits: Work with external auditors to ensure audited financial statements are available in a timely manner * Regulatory Compliance: Ensure compliance with all relevant financial regulations and standards. Maintain relationships with regulatory bodies, auditors, and other external stakeholders. * Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. * Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. * Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications * Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for licensed CPA, CFA, etc. * Experience: 10+ years in financial management from a regulated entity such as the CFTC, NFA, etc. Prior experience in a Swap Dealer firm is highly preferred. * Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. * Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. * Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements them, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. * Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. * Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. * Curiosity and Learning: Prior cryptocurrency experience is not required; however, a general curiosity and desire to learn are a must. Compensation: This is a full-time position with an expected annual compensation of $176,000 - $286,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation (when applicable), relocation assistance (if applicable), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company's equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies.
    $176k-286k yearly Auto-Apply 37d ago
  • Director, Platform Accounting Controller

    Falconx 4.0company rating

    Remote

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role FalconX is seeking a highly skilled and motivated Director, Platform Accounting Controller to join our dynamic Global Finance Team. This role is pivotal in ensuring the seamless operation of accounting processes, contributing to our mission of unlocking financial freedom and scaling returns efficiently within the cryptocurrency industry. Impact ● Lead and develop the platform / product accounting team, driving efficiency and automation to meet the demands of our high-growth environment ● Oversee the monthly global financial close process, ensuring accurate and timely preparation of global consolidation ● Bring a knowledge around technical accounting issues such as revenue recognition, derivatives, borrowing / lending, spot, consolidation, stock options, business combinations, MTM accounting, and other accounting matters ● Own the general ledger and recording of all business transactions, including detailed analysis and reconciliation of accounts, while ensuring compliance with US GAAP, local accounting requirements, and internal policies. ● Enhance operational effectiveness and efficiency within the Controllership organization by streamlining and improving processes and internal controls. ● Manage annual external audit preparation and oversight, liaising with finance transformation, tax, treasury, legal, and other functions. ● Build and lead a strong global team through active recruiting, motivating, coaching, training, and mentoring team members. ● Collaborate with cross-functional teams to support strategic initiatives and provide financial insights ● Preparation of monthly, quarterly, and annual financial statements; consolidation of various entities to deliver the Groupʼs results ● Provide explanations for queries from auditors, regulators and authorities. ● Designing and implementing processes, policies & procedures, internal control framework, etc. ● Coordination with external auditors and other relevant teams in/out of the organization ● Hands-on knowledge of working/operating in an environment with an ERP (like NetSuite) ● Assist with system integrations and optimizations. ● Support ad hoc financial information requests and other special projects as assigned. ● Provide support for internal and external audits related to specific areas of responsibility. ● Embrace and uphold a culture of open-mindedness and proactive problem-solving ● Adapt to rapidly changing priorities with agility and flexibility. ● Build strong relationships across the organization to drive collaborative success. Qualifications ● BA/BS in Accounting or related field. ● Certified Public Accountant (CPA) or equivalent preferred. ● 10+ years of progressive accounting experience, with significant experience in a leadership role in similar industries (digital assets, banking, broker-dealer, hedge fund, etc.), with a minimum of 7+ years in senior management leading large global teams. ● Strong knowledge and leadership in accounting operations, with proven experience in building, developing, mentoring, and inspiring a diverse, high-performing professional accounting team globally. ● Experience in system implementation and project management ● Background in financial services, fintech, banking, crypto, or exchanges is strongly preferred. ● Experience with multi-currency accounting for complex business structures. ● Excellent analytical, problem-solving, and prioritization skills. ● High proficiency in G-suite products ● Excellent communication skills, both written and verbal, with the ability to convey complex concepts and risk factors to stakeholders and influence decision-making. ● Possess excellent analytical skills, business partnering, problem solving, and prioritization skills. ● Proven ability to to work well in a dynamic environment and work autonomously and handle multiple tasks simultaneously. ● Experience working in an accounting ERP system (NetSuite or equivalent). ● Proven track record in assessing, developing, and implementing internal controls while maintaining efficient processes. ● Excitement about navigating a hyper-growth, rapidly changing, and sometimes ambiguous environment. ● Strong work ethic and team player ● Experience in managing team members from different geographical locations. Nice to Haves: ● High proficiency in Microsoft Excel and Google Suite ● Experience in public company environment and IPO process ● Familiarity with SOX compliance. ● Basic knowledge of SQL and experience with analytics tools ● Passion for digital assets and the crypto industry Additional Information ● Flexibility to work across different time zones during crucial periods such as month-end closes. ● Ability to thrive under pressure in a fast-paced, dynamic environment. ● Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 and $311,000 in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $73k-107k yearly est. Auto-Apply 29d ago
  • Senior Financial Operations Analyst

    Uphold 3.4company rating

    New York, NY jobs

    Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit ******************* The opportunity Uphold is looking for a Senior FinOps Analyst to join our Finance team. This is an incredibly exciting opportunity where you'll get to be responsible for recommending, implementing and executing policies and programs to keep all recurring financial operations inline with company strategy while overseeing their continuous innovation and communication to both your Finance and other business partners. You'll be using existing tools and procedures to monitor and perform daily finance operations and participating in the ongoing initiatives to improve and automate the current technological stack. What you'll be doing primarily * Responsible for working with data source providers and technology teams to ensure that key decision data is accurate and financial processes are adjusted accordingly. * Maintain databases by entering, verifying, and backing up data. * Reconcile transactions by comparing and correcting data. * Oversee and execute main procedures to complete all weekly and monthly financial close activities and reporting models. * Work closely with Engineering to automate manual processes, ensure compliance with international regulations, and reduce overhead. * Work with Compliance, Business and Product teams to provide the best possible service and support to customers. * Oversee financial risk assessment processes. * Advise development teams on financial setup for ongoing initiatives by performing essential due diligence on financial impact associated with platform changes. * Create and maintain internal documentation on FinOps processes. * Research and propose new approaches to work, new tools, and new best practices for the team. * Support the team as required via on-call schedule rotation. * Protect operations by keeping financial information confidential. Required qualifications * Degree in mathematics, economics, engineering or other quantitative field. * Solid understanding with demonstrable experience of accounting and financial reporting. * Solid experience in working with data analysis and data models. * Excellent communication skills and a team player with an ability to work with * Cross-functional teams. * Confident in decision making and the ability to drive improvement * Exceptional interpersonal skills and communication * Broad knowledge of financial markets. * Exhibit our core cultural values: clear communication, positive energy, continuous learning, and efficient execution. * Fluent written and oral English skills. Bonus if you have * Strong mathematical foundation. * Experience with cryptocurrencies, blockchain technologies and other FinTech state-of-the-art platforms. * Experience with programming languages such as Javascript, SQL or Python. * In-depth knowledge of banking frameworks and payment methods. * Community talks, certifications, and/or blog posts on your interests and research. What we have to offer you * An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day. * An international team, in a cutting edge field, working on the most fascinating projects. * Growth and career opportunities, and the chance to be proactive and creative. * A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits. * Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks. * Interesting events that keep you connected with the team and celebrate our success. Salary: $90,000 - $114,000 Be part of a great company that is revolutionising financial services. Apply now! If this job isn't exactly what you are looking for, visit our careers page to check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.
    $90k-114k yearly 14d ago
  • Senior Financial Operations Analyst

    Uphold 3.4company rating

    New York, NY jobs

    Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit ******************* The opportunity Uphold is looking for a Senior FinOps Analyst to join our Finance team. This is an incredibly exciting opportunity where you'll get to be responsible for recommending, implementing and executing policies and programs to keep all recurring financial operations inline with company strategy while overseeing their continuous innovation and communication to both your Finance and other business partners. You'll be using existing tools and procedures to monitor and perform daily finance operations and participating in the ongoing initiatives to improve and automate the current technological stack. What you'll be doing primarily Responsible for working with data source providers and technology teams to ensure that key decision data is accurate and financial processes are adjusted accordingly. Maintain databases by entering, verifying, and backing up data. Reconcile transactions by comparing and correcting data. Oversee and execute main procedures to complete all weekly and monthly financial close activities and reporting models. Work closely with Engineering to automate manual processes, ensure compliance with international regulations, and reduce overhead. Work with Compliance, Business and Product teams to provide the best possible service and support to customers. Oversee financial risk assessment processes. Advise development teams on financial setup for ongoing initiatives by performing essential due diligence on financial impact associated with platform changes. Create and maintain internal documentation on FinOps processes. Research and propose new approaches to work, new tools, and new best practices for the team. Support the team as required via on-call schedule rotation. Protect operations by keeping financial information confidential. Required qualifications Degree in mathematics, economics, engineering or other quantitative field. Solid understanding with demonstrable experience of accounting and financial reporting. Solid experience in working with data analysis and data models. Excellent communication skills and a team player with an ability to work with Cross-functional teams. Confident in decision making and the ability to drive improvement Exceptional interpersonal skills and communication Broad knowledge of financial markets. Exhibit our core cultural values: clear communication, positive energy, continuous learning, and efficient execution. Fluent written and oral English skills. Bonus if you have Strong mathematical foundation. Experience with cryptocurrencies, blockchain technologies and other FinTech state-of-the-art platforms. Experience with programming languages such as Javascript, SQL or Python. In-depth knowledge of banking frameworks and payment methods. Community talks, certifications, and/or blog posts on your interests and research. What we have to offer you An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day. An international team, in a cutting edge field, working on the most fascinating projects. Growth and career opportunities, and the chance to be proactive and creative. A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits. Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks. Interesting events that keep you connected with the team and celebrate our success. Salary: $90,000 - $114,000 Be part of a great company that is revolutionising financial services. ! If this job isn't exactly what you are looking for, visit our careers page to check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.
    $90k-114k yearly 13d ago
  • Senior Financial Operations Analyst

    Uphold 3.4company rating

    New York, NY jobs

    Job DescriptionSalary: Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit******************* The opportunity Uphold is looking for a Senior FinOps Analyst to join our Finance team. This is an incredibly exciting opportunity where youll get to be responsible for recommending, implementing and executing policies and programs to keep all recurring financial operations inline with company strategy while overseeing their continuous innovation and communication to both your Finance and other business partners. Youll be using existing tools and procedures to monitor and perform daily finance operations and participating in the ongoing initiatives to improve and automate the current technological stack. What youll be doing primarily Responsible for working with data source providers and technology teams to ensure that key decision data is accurate and financial processes are adjusted accordingly. Maintain databases by entering, verifying, and backing up data. Reconcile transactions by comparing and correcting data. Oversee and execute main procedures to complete all weekly and monthly financial close activities and reporting models. Work closely with Engineering to automate manual processes, ensure compliance with international regulations, and reduce overhead. Work with Compliance, Business and Product teams to provide the best possible service and support to customers. Oversee financial risk assessment processes. Advise development teams on financial setup for ongoing initiatives by performing essential due diligence on financial impact associated with platform changes. Create and maintain internal documentation on FinOps processes. Research and propose new approaches to work, new tools, and new best practices for the team. Support the team as required via on-call schedule rotation. Protect operations by keeping financial information confidential. Required qualifications Degree in mathematics, economics, engineering or other quantitative field. Solid understanding with demonstrable experience of accounting and financial reporting. Solid experience in working with data analysis and data models. Excellent communication skills and a team player with an ability to work with Cross-functional teams. Confident in decision making and the ability to drive improvement Exceptional interpersonal skills and communication Broad knowledge of financial markets. Exhibit our core cultural values: clear communication, positive energy,continuous learning, and efficient execution. Fluent written and oral English skills. Bonus if you have Strong mathematical foundation. Experience with cryptocurrencies, blockchain technologies and other FinTechstate-of-the-art platforms. Experience with programming languages such as Javascript, SQL or Python. In-depth knowledge of banking frameworks and payment methods. Community talks, certifications, and/or blog posts on your interests andresearch. What we have to offer you An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day. An international team, in a cutting edge field, working on the most fascinating projects. Growth and career opportunities, and the chance to be proactive and creative. A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits. Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks. Interesting events that keep you connected with the team and celebrate our success. Salary: $90,000 - $114,000 Be part of a great company that is revolutionising financial services. Apply now! If this job isnt exactly what you are looking for, visit our careers page to check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.
    $90k-114k yearly 15d ago
  • Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    New York jobs

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
    $45k-75k yearly est. Auto-Apply 32d ago
  • Head of Revenue Analytics

    Gusto 4.5company rating

    Day, NY jobs

    At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. About the Role: As the Head of Revenue Analytics at Gusto, you will lead a critical function responsible for using data to measure, analyze, and optimize the drivers of our Go-to-Market revenue. Reporting to the Head of Revenue Operations, you will be a strategic partner to our GTM and Product teams, using a deep understanding of customer behavior and market trends to drive growth, retention, and profitability. You will lead a team of Gusties responsible for revenue forecasting, marketing analytics, and customer expansion insights, working cross-functionally with Sales, Marketing, Finance, Data, and Product to guide Gusto's growth strategy. The ideal candidate is an exceptional data leader who can balance strategic vision with hands-on analytical work - someone equally comfortable shaping forecasts at the executive level and rolling up their sleeves to build reports or run ad-hoc analyses when needed. What You'll Do: Strategic Leadership: Develop and execute a comprehensive revenue analytics strategy that aligns with GTM's overall business goals. Partner with GTM and R&D leaders to provide the data and insights needed to make informed, data-driven decisions. Forecasting & Planning: Lead the design and execution of revenue forecasts across acquisition, expansion, and retention. Provide Finance and GTM leaders with accurate, transparent, and actionable views of performance. Marketing Analytics: Drive analysis of acquisition efficiency, ROI, attribution, and customer lifecycle value to optimize spend and guide strategic bets. Customer & Retention Insights: Deliver churn, retention, and CLV analysis to inform strategies for engagement, upsell, and long-term profitability. Insights and Recommendations: Conduct deep-dive analyses to identify revenue drivers and anomalies. Translate complex data into clear, actionable insights and recommendations for senior leadership and cross-functional partners. Quota & Budget Alignment: Partner with Finance and GTM leaders to support quota setting, budget allocation, and performance tracking. Data Products & Infrastructure: Build and scale datasets, dashboards, and tools that provide self-serve access to revenue insights while ensuring data quality and consistency. AI-Driven Analytics: Evaluate and apply AI/ML techniques to enhance forecasting, attribution, and customer lifecycle modeling. Stay ahead of emerging AI tools that can drive efficiency and accuracy in revenue analytics. Cross-Functional Collaboration: Serve as a critical partner to Sales Ops, GTM Analytics, Marketing Ops, and Finance in aligning data and insights across the funnel. People Empowerment: Recruit, mentor, and develop a high-performing analytics team. Foster a culture of curiosity, analytical rigor, and operational excellence to deliver impact across the business. What We're Looking For: 12+ years of experience in analytics, forecasting, or revenue strategy, with at least 5+ years in a leadership role. Leadership with a Builder Mindset: A dynamic leader who inspires and develops teams while maintaining a “roll up your sleeves” attitude - able to step into the details when needed to build reports, run analyses, and troubleshoot. Analytical Expertise: Strong analytical skills with expertise in data analysis and visualization tools (e.g., SQL, Tableau, Power BI). Experience with financial and marketing forecasting models. SaaS/Growth Background: Proven track record of successfully building and leading analytics functions in a high-growth SaaS or technology environment. Technical Skills: Familiarity with various data sources and technologies, including Salesforce, marketing automation platforms, and data warehouses. AI Fluency: Awareness of how AI/ML is transforming analytics, with the ability to partner with data science and engineering teams to pilot and operationalize AI-driven approaches. Skilled at discerning when AI adds value and when traditional methods are more appropriate. Business Acumen: Deep understanding of the entire customer lifecycle, from acquisition to retention, and how each stage impacts revenue. Communication & Influence: Excellent communication and presentation skills with the ability to distill complex data into clear, actionable insights for both technical and non-technical audiences. Compensation Our annual base salary compensation range for this role is $201,200 - $251,500 in San Francisco & New York, and $171,200 - $214,000 in Denver. This role is also eligible for an annual variable cash bonus (up to 20%). Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer. Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.
    $63k-91k yearly est. Auto-Apply 58d ago

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