Remote Investment Analyst - AI Trainer ($50-$60/hour)
Data Annotation
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$50-60 hourly 60d+ ago
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Remote Senior Finance Specialist - AI Trainer
Superannotate
Remote job
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
$80k-143k yearly est. 16d ago
Reporting Analyst III
City National Bank 4.9
Remote job
WHAT IS THE OPPORTUNITY?
The Reporting Analyst III is an integral part of the Enterprise Fraud Management team. The role is accountable for owning and evolving Fraud Risk Management managerial reporting. Reporting includes gathering data from Tableau dashboards, the Fraud Data Hub, and other sources, conducting data analysis, synthesizing insights, developing appropriate visuals, and creating executive ready presentations. The role entails engaging with Fraud Management, Line of Business, Product, or Operations partners to mature current state reporting needs, and to develop and implement future state capabilities.
WHAT WILL YOU DO?
Assume accountability for Enterprise Fraud Risk's managerial reporting which entails data analysis, insight synthesis, and creation of executive ready presentations.
Support the development of an 'on-demand' reporting function that is responsive to Line of Business and Product leader requests for fraud risk insights.
Evolve managerial reporting by automating components, where appropriate, to drive accuracy.
Create automated reporting tools leveraging Tableau or other data visualization / managerial reporting tools.
Monitor Fraud Risk metrics and identify trends and opportunities.
Work closely with the Fraud Management partner teams to develop and improve fraud risk metrics and reporting.
Support the development and augmentation of managerial reporting controls and procedures.
Support a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals.
Act as brand ambassador of the Enterprise Fraud Management team by developing strong working relationships across the organization.
Contribute to ad-hoc assignments and special projects.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 5 years years of experience with SAS or SQL, or other data management, reporting and query tool or as a Business Analyst
Minimum 3 years in the Financial Services Industry
Additional Qualifications
Experience crafting data driven messaging for executive leader consumption.
Advanced capabilities in Microsoft Excel and PowerPoint
Fraud Risk Management experience is preferred.
Master's Degree in a related field is preferred.
Experience in a Management Consulting role.
Excellent verbal and written communication skills.
Experience creating Tableau dashboards and other reporting and data visualization tools.
Experience with SQL, Alteryx and other and query tools.
Experience with Snowflake
Experience working with Finance partners and with General Ledger data.
Demonstrated ability to translate business requirements into solutions utilizing a customer-friendly approach.
Demonstrated ability to manage multiple projects and priorities and work in a fast paced environment.
Strong leadership and organizational skills
Ability to work independently, as well as in a team environment.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.
$87k-139k yearly 2d ago
Strategic Finance Associate
Menlo Ventures
Remote job
About the Role
Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact.
You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time.
The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.
In this role, you can expect to:
Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently
Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement
Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives
Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making
Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions
Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability
To thrive in this role, you have:
4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment
Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions
Strong ability to work comfortably with large, complex datasets and translate them into actionable insights
Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes
High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment
Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences
Experience with SQL, Looker, or other BI tools is a plus
A little about us
At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.
We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.
We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress.
We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.
Because if we don't-who will?
*Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.
What we offer for our full-time, regular employees
🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. **
💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute **
💰 Competitive salary based on experience **
✨ 401k match ** plus great medical, dental, vision, life, and disability benefits
🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off **
🫂 1% of your time off to support local community organizations of your choice
👟 Annual wellness stipend to use towards eligible wellness related expenses
👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! **
💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress **
** Perks also available to Chime Interns.
We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.
Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************.
To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.
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$105k yearly 3d ago
Finance Lead - Strategic Finance & Cash Management
Parafin Inc.
Remote job
About Us:
At Parafin, we're on a mission to grow small businesses.
Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on.
We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners.
We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities.
Join us in creating a future where every small business has the financial tools they need.
About the Role We are looking for a Finance Lead to own and scale the financial strategy that powers our business. This is a highly strategic position that will sit at the center of decision-making across the company. You'll lead financial planning, oversee cash management, and serve as a thought partner to leadership and all teams, ensuring we maximize margins, deploy capital efficiently, and position the company for sustainable growth.
Responsibilities
Lead financial planning and analysis (FP&A) across the company - building models, forecasts, and strategic plans to guide decision-making.
Manage cash planning and liquidity, ensuring capital is deployed effectively and aligned with growth objectives.
Serve as a strategic partner to product, operations, and go-to-market teams, helping identify opportunities to improve unit economics and margins.
Build a company-wide financial strategy that balances growth and profitability.
Create and track KPIs that align financial performance with business outcomes.
Provide regular reporting and insights to leadership and the board.
Qualifications
5+ years of experience in strategic finance, FP&A, investment banking, or private equity.
Strong understanding of financial modeling, cash management, and capital planning.
Exceptional quantitative skills, with the ability to translate data into actionable insights.
Strong communication skills with the ability to influence and align stakeholders.
Proven ability to balance detail-oriented execution with strategic perspective.
Proficient in SQL
Preferred Background
Experience at high-growth fintechs, technology companies, or scaling startups.
Exposure to small business lending or financial services is a plus.
Track record of driving margin improvement and financial discipline in fast-paced environments.
MBA preferred
What We Offer
Salary Range: $160k to $250k
Equity grant
Medical, dental & vision insurance
Work from home flexibility
Unlimited PTO
Commuter benefits
Free lunches
Paid parental leave
401(k)
Employee assistance program
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.
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$160k-250k yearly 5d ago
Strategic CSM for West Coast - Remote
Rudderstack Inc.
Remote job
A forward-thinking data management company is seeking a Customer Success Manager to ensure the success of strategic clients primarily in the US. This remote-first role involves building relationships, understanding business needs, and helping clients realize value from their investment in the company's Customer Data Platform (CDP). The ideal candidate will have 3-5 years of client-facing experience and excellent communication skills, with compensation ranging from $130,000 to $160,000 OTE, plus benefits and stock options.
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$130k-160k yearly 6d ago
Senior FP&A Analyst (Remote)
Atlantic Group 4.3
Remote job
Job Overview - Senior FP&A Analyst (Remote)
Compensation: $100,000 - $140,000/year + bonus
Schedule: Monday to Friday (Remote)
Atlantic Group is hiring a Senior FP&A Analyst (Remote) for our client, supporting financial planning and analysis, budgeting, forecasting, and performance reporting. In this remote role, you will lead FP&A initiatives, develop financial models, and deliver insights that drive strategic decision-making across the organization. You will partner closely with senior leadership and cross-functional teams while leveraging Excel and QuickBooks to support accurate reporting and scalable financial processes.
Responsibilities as the Senior FP&A Analyst (Remote):
Budgeting & Forecasting: Lead the annual budgeting process and support rolling forecasts and long-range financial planning aligned with business objectives.
Financial Modeling & Scenario Analysis: Develop and maintain financial models to support forecasting, scenario planning, and strategic decision-making.
Performance & Variance Analysis: Analyze actual results versus budget and forecast, clearly explaining performance drivers, risks, and opportunities to leadership.
Financial Reporting & Dashboards: Prepare and deliver accurate monthly and quarterly reports, dashboards, and executive summaries for senior management.
Business Partnership & Insights: Partner with cross-functional leaders to identify trends, optimize cost and pricing strategies, and translate financial data into actionable recommendations.
Qualifications for the Senior FP&A Analyst (Remote):
Education: Bachelor's degree in Accounting, Finance, Economics, or a related field required.
Experience: Minimum of 4 years of FP&A experience focused on budgeting, forecasting, and financial analysis, with managed services or technology experience preferred.
Industry Knowledge: Solid understanding of financial planning, management reporting, and business performance analysis, with private equity-backed environments preferred.
Technical Skills: Advanced Excel proficiency is required, with hands-on experience using QuickBooks and exposure to additional financial systems or BI tools preferred.
Skills & Attributes: Highly analytical professional with strong communication and problem-solving skills, the ability to support senior leadership including the CFO and CEO, and a proactive, integrity-driven mindset.
Location Requirement: Must be located in or near the Philadelphia area and available for occasional in-person meetings.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
ID #47736
A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage.
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$67k-106k yearly est. 3d ago
Director of Finance - Remote, AI-Driven Growth Leader
Berkeley Payment Solutions Inc.
Remote job
A financial solutions firm is seeking a skilled Director of Finance to manage finance operations during a growth phase. This pivotal role involves ensuring compliance with Canadian financial standards and overseeing all financial reporting. Candidates should have a CPA and over 10 years of finance experience, including leadership roles. The position is remote and offers a collaborative work culture alongside comprehensive benefits, supporting professional development and career advancement.
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$108k-163k yearly est. 5d ago
Finance Lead for High-Growth Real Estate Tech (Remote)
Airgarage Inc. 3.7
Remote job
A leading tech startup is seeking a Head of Finance to establish a scalable finance function. The role involves owning the financial model, improving unit economics, and leading the implementation of new systems. The ideal candidate has built finance operations from scratch in a high-growth environment, with strong expertise in vendor negotiations and financial modeling. This position offers flexibility and significant growth opportunities within a rapidly expanding company.
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A leading financial institution is seeking a cybersecurity governance specialist to execute risk assessments and evaluate cybersecurity controls. The ideal candidate will have extensive experience in cybersecurity, strong analytical skills, and a Bachelor's degree in a related field. This remote position offers competitive compensation ranging from $120,000 to $180,000, along with a comprehensive benefits program.
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$120k-180k yearly 5d ago
Remote Senior Key Account Leader - OEM/ODM Growth
Adlink Technology
Remote job
A leading technology firm is seeking a Senior Key Account Manager to build strategic relationships with OEM/ODM clients in the San Francisco area. The role requires at least 5 years of experience in key account management within the computer and electronics sectors. Responsibilities include exceeding sales quotas, enhancing customer satisfaction, and developing new business. The position offers a competitive salary range of $150,000-$175,000 per year and is fully remote.
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A national consulting solutions provider is seeking an experienced Finance Change Manager consultant to support critical initiatives within a Finance organization. The role involves leading change management efforts, conducting impact assessments, and developing communication strategies, while engaging closely with senior leadership. Required qualifications include 5+ years in change management, expertise in finance environments, and strong analytical skills. This is a remote position offering $65-70 per hour, with benefits including medical and 401(k).
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$65-70 hourly 5d ago
Remote Global Digital BU Controller, Finance & Compliance
Iron Mountain 4.3
Remote job
A global storage and information management firm located in Boston is seeking a Financial Controller to lead the Financial Controllership for their Global Digital Business Unit. This role requires a proven background in financial accounting and expertise in US GAAP. The ideal candidate will work closely with multiple stakeholders to ensure accurate reporting and drive improvements in accounting practices. A competitive salary range of $120,500 to $160,600 is offered along with remote work options.
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$120.5k-160.6k yearly 5d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
$39k-74k yearly est. 1d ago
Managed Services Analyst (Remote)
Databank 4.5
Remote job
As a Managed Services Analyst you will serve as a key connector between technical and business teams to ensure our cloud and managed services offerings are clearly defined, well-documented, and positioned for business success. By transforming complex technical input from engineering and operations into actionable documentation, you will ensure our internal teams have the resources they need to promote and deliver DataBank's solutions confidently and efficiently. You will maintain the accuracy of our product catalog, support pricing initiatives, and identify opportunities to optimize business processes that drive profitable growth.
You will serve as a key connector between technical and business teams to ensure our cloud and managed services offerings are clearly defined, well-documented, and positioned for business success. By transforming complex technical input from engineering and operations into actionable documentation, you will ensure our internal teams have the resources they need to promote and deliver DataBank's solutions confidently and efficiently. You will maintain the accuracy of our product catalog, support pricing initiatives, and identify opportunities to optimize business processes that drive profitable growth.
Responsibilities
Product Documentation: Gather and synthesize detailed technical information from Engineering, Cloud, and Network Operations to write and maintain comprehensive documentation, including product datasheets, solution guides, FAQs, process guides, and internal knowledge bases.
Sales Enablement Materials: Develop and refresh content to train and enable the sales team, partnering with relevant stakeholders for presentations, collateral, and internal product education.
Product Catalog Management: Maintain the cloud and managed services product catalog with up-to-date features, specifications, and positioning to support sales and business initiatives.
Pricing Support: Collaborate with Finance and Product Management to develop, review, and update product pricing, ensuring competitive, transparent, and accurate offerings.
Process Improvement: Assess and refine documentation, operational, and go-to-market processes for efficiency and consistency across the organization.
Competitive Intelligence: Monitor and analyze competitive products and pricing, providing actionable insights for product positioning and strategy.
Cross-functional Collaboration: Serve as a connector between technical, product, finance, and sales teams to ensure knowledge sharing and coordinated execution.
Support Strategic Initiatives: Contribute to new product launches and key projects through strong documentation and operational support.
Qualifications
Bachelor's degree in Business, Information Technology, Computer Science, or related field, or equivalent experience working with cloud/managed IT services.
3-5 years in a business operations, product management, technical marketing, or related function within cloud, IaaS, or data center environments.
Deep understanding of cloud computing (IaaS, virtualization, storage, networking, managed services).
Proven expertise in authoring technical documentation for audiences at all levels.
Experience developing training content and sales enablement materials.
Comfortable working with Finance and Product to support pricing activities.
Strong analytical and critical thinking skills with attention to detail and accuracy in data analysis and financial modeling.
Experience with CRM systems (Salesforce preferred), ERP systems, CPQ (Configure, Price, Quote) platforms, and deal desk operations including quote review and approval processes.
Skilled at process improvement and operational best practices.
Excellent collaboration and project management skills; experience working cross-functionally with technical and business stakeholders.
Strong written and verbal communication abilities.
Advanced proficiency with Microsoft Office Suite, Google Workspace, and documentation/collaboration tools (e.g., Confluence, SharePoint).
Customer-oriented mindset and high attention to detail.
Legal authorization to work in the U.S. is required.
Benefits
· Health, Vision, and Dental Insurance Packages
· Short-Term and Long-Term Disability Insurance
· Life Insurance
· 401k with company match
· 3 weeks' Paid Time Off and Paid Holiday
$52k-75k yearly est. 4d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote job
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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A leading renewable energy developer in San Francisco seeks a Senior Analyst, FP&A. This role is responsible for corporate forecasting, management reporting, and delivering actionable insights. Candidates should have 2-5 years of experience in FP&A or related fields, along with strong analytical and communication skills. A Bachelor's degree in finance or accounting is required. Competitive salary and comprehensive benefits included.
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$91k-125k yearly est. 2d ago
Senior Corporate Accountant
Blockchain.com 4.1
Remote job
Blockchain.com is the world's leading software platform for digital assets. Offering the largest production blockchain platform in the world, we share the passion to code, create, and ultimately build an open, accessible and fair financial future, one piece of software at a time.
Blockchain.com is seeking an energetic, efficient, self-motivated, and resourceful team player to be our Senior Corporate Accountant. This role is a key member of the finance team providing accounting support, reporting and analysis. Reporting directly to the Group Controller, this position works closely with members of the finance team domestically and internationally and is responsible for overseeing the company's consolidation process of all entities.
Additionally, this role will be responsible for managing and developing team members. We are focused on hiring individuals who possess a combination of strong leadership and technical skills and have a passion for being innovative and delivering exceptional ideas and service to our stakeholders.
This position is in Dallas, Texas and requires to be in the office 4 days a week.
WHAT YOU WILL DO
Manage and execute the monthly, quarterly, and annual consolidation process, ensuring all deadlines are met.
Manage consolidation-related activities such as changes to the global chart of accounts, entity reporting hierarchies, consolidation mappings, intercompany eliminations, and other processes/controls.
Prepare and review consolidation journal entries, including intercompany eliminations, investment eliminations, and foreign currency translation adjustments.
Analyze and validate the foreign currency and translation impact on financial results.
Serve as a key contact point related to the consolidation process ensuring strong communication and timely resolution of issues with our global finance team.
Analyze and reconcile intercompany balances and transactions, working with regional accounting teams to resolve discrepancies.
Maintain the company's consolidation system (NetSuite Multi-Book) and ensure data integrity.
Prepare and review consolidated financial statements, including the income statement, balance sheet, statement of cash flows, and statement of changes in equity.
Prepare supporting schedules and documentation for internal and external audits
Assist in month-end, quarter-end and year-end closing activities including the preparation of management reports and accompanying schedules.
Work closely with various departments (e.g., FP&A, Tax, Treasury), and external auditors.
Provide guidance and support to other accounting staff on consolidation-related matters.
Participate in cross-functional projects as needed.
Identify opportunities to streamline the consolidation and reporting processes, implement automated solutions and improve efficiency and accuracy.
WHAT YOU WILL NEED
The foremost quality for this position or any position at Blockchain is integrity
Preference for prior experience in crypto, fintech, or start-up environments
Bachelor's degree in accounting.
CPA certification is preferred.
3-5+ years of experience in accounting, with a focus on consolidations.
Public accounting experience preferred.
Strong knowledge of U.S. GAAP, particularly consolidation accounting.
Experience with consolidation systems (e.g., NetSuite Multi-Book) is highly desirable.
Experience working with Google Workspace and Microsoft Office Suite
Excellent analytical, problem-solving, and communication skills.
Ability to work in a fast paced, deadline-oriented environment and prioritize optimally, with consideration of broader team goals
Strong attention to detail and accuracy
Experience interacting with a global finance/accounting team
COMPENSATION & PERKS
Competitive salary and meaningful equity in an industry-leading company.
Role based in our Dallas office, requiring 4 office days per week
The opportunity to be a key player and build your career at a rapidly expanding, global technology company in an exciting, emerging industry.
Comprehensive health, dental, and vision benefits.
Unlimited vacation policy to maintain work-life balance.
The latest Apple equipment for optimal productivity.
Performance-based bonuses
Work from Anywhere Policy: You can work remotely from anywhere in the world for up to 20 days per year.
We also offer benefits that include medical and dental coverage, retirement benefits, paid parental leave, flexible paid time off. Additionally, this role might be eligible for discretionary bonuses, and full-time employees will receive equity as part of the compensation package.
Note: Blockchain.com benefits programs are subject to eligibility requirements.
Blockchain is committed to diversity and inclusion in the workplace and is proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, religion, color, national origin, gender, gender expression, sex, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, and apprenticeship. Blockchain makes hiring decisions based solely on qualifications, merit, and business needs at the time.
You may contact our Data Protection Officer by email at ******************. Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller's behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under the standard contractual clauses.
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have the right to data portability. In addition, you may lodge a complaint with an EU supervisory authority.
$66k-88k yearly est. 1d ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.