W2 only :: Data & Financial Analyst || Richardson, TX (Hybrid Onsite)
Remote job
Role :: Data & Financial Analyst
Duration :: Long Term Contract
Mandatory Requirements:
• Detailed resume
• Domain Experience: Telecom
• Industry Experience: Finance domain
• Strong leadership skills
• 5-8 years of experience
• Proactive and dynamic, able to understand required reports, run them, and present findings to the Verizon leadership team
Role Overview:
This position is a combination of Data Analyst and Financial Analyst. Strong skills in Excel, Tableau, and Smartsheet are key, with solid experience in both financial and operational reporting.
Responsibilities:
• Develop and maintain data infrastructure
• Gather data from multiple sources, maintain datasets, and ensure data integrity (Proficiency in nSAP/1ERP is advantageous)
• Perform data analysis and management reporting
• Identify, analyze, and interpret trends using advanced Excel/Tableau/Smartsheet features
• Conduct financial and operational performance analysis
• Produce reports for performance tracking, budgeting, planning, and forecasting
• Create impactful data visualizations using Excel, Tableau, and/or Smartsheet
• Collaborate with stakeholders and present findings clearly
• Support process improvements and streamline reporting workflows
Please confirm once you start sourcing and share profiles at the earliest.
Infor Finance ERP Analyst - 245267
Remote job
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.
Corporate FP&A Financial Analyst - (B2)
Remote job
Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
What We Offer
Salary:
$8,300.00 - $114,000.00
Location:
Santa Clara,CA
You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits.
Key Responsibilities
Support for consolidation and reporting related to financial close, QBR, AOP/Commit, SR, Earnings release
Performs required activities and analysis to complete close, flash or commit with oversight on recurring tasks
Support management in completing ad hoc reports and providing basic explanations on standard analysis
Supports the development of top-level models for use in varies cycles or business activity in support of strategic discussions
Supports reporting requirements for internal / external use
Functional Knowledge
* Demonstrates expanded conceptual knowledge in own discipline and broadens capabilities
* Basic understanding of capex and depreciation
* Familiarity with financial statements
* Detail-oriented
Business Expertise
* Understands key business drivers; uses this understanding to accomplish own work
Problem Solving
* Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents
Impact
* Impacts quality of own work and the work of others on the team; works within guidelines and policies
Interpersonal Skills
* Explains complex information to others in straightforward situations
Education: Bachelor's Degree
Experience: 2 - 4 Years
Additional Information
Time Type:
Full time
Employee Type:
Assignee / Regular
Travel:
No
Relocation Eligible:
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
Auto-ApplyFP&A, Corporate and Strategic Finance
Remote job
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Auto-ApplyFinancial Controller (Remote, EST hours required)
Remote job
Stadium is a single platform for global recognition, swag, and gifting. Companies use Stadium to engage employees, clients, partners, and prospects through premium swag, snack boxes, and gifting-all fulfilled locally in 170+ countries. Whether companies are recognizing 1 or 1,000+, Stadium makes it easy to deliver meaningful recognition at any scale.
We're a product-first ambitious team that's obsessed with a united vision for taking our business to new heights. As a company, we learn fast, support each other, and focus on continuous quality and improvement for all of our customers. While our business has continually evolved over the years, our purpose has remained constant: to strengthen the bond between companies, their employees, and their customers.
Job Description
As a rapidly growing company, we are seeking an experienced Financial Controller to oversee global accounting operations, financial reporting, and compliance across our fast-growing organization.
You will play a critical role in ensuring financial integrity, supporting strategic decision-making, and building scalable systems and processes as Stadium continues to expand globally. This is a highly cross-functional role requiring proactive oversight, strong analytical judgment, and the ability to challenge and validate financial assumptions from a business standpoint - not just take orders.
You'll report directly to the Chief of Staff and work closely with leadership across departments to ensure sound financial management across our global operations. You will also work closely with our external CPA and bookkeeping team.
Stadium is based in New York City, but this would be a remote position. Candidates living outside of the US will be hired as independent contractors through Deel.
What You'll Do With Us
Lead global accounting operations, including general ledger, accounts payable/receivable and month-end close processes
Proactively oversee P&L, raising questions and challenging data accuracy - ensuring numbers make sense and insights drive better business decisions
Oversee and streamline accounts payable (AP) and accounts receivable (AR) processes to ensure accuracy, efficiency, and strong internal controls
Collaborate cross-functionally across teams (Sales, Operations, Merchants, and Leadership) to ensure alignment between financial goals and business initiatives
Partner with external accounting team to review and validate financial statements for accuracy and compliance with U.S. GAAP and local statutory standards
Implement and maintain internal controls, policies, and procedures to safeguard company assets and ensure compliance with local tax and regulatory requirements
Manage global consolidations, intercompany transactions, and multicurrency reporting
Lead budgeting, forecasting, and some longer-term financial modeling - including scenario analysis and cash projections
Partner with external auditors, tax advisors, and vendors to ensure timely completion of audits and filings
Evaluate and enhance accounting systems and automation tools to improve efficiency and scalability (we currently use QuickBooks Online and Bill.com)
Requirements
What You Bring To Stadium
Bachelor's degree in Accounting, Finance, or related field
7+ years of progressive experience in accounting or finance, with at least 3 years in a controller or senior finance leadership role
Integrity, attention to detail, and the confidence to challenge, advise, and influence at the leadership level
Tech-savvy and adaptable, with a continuous improvement mindset
Comfort operating in a global, remote-first environment across time zones
Exceptional attention to detail, analytical thinking, and problem-solving skills
Ability to communicate financial concepts to non-financial stakeholders clearly
Experience in a high-growth SaaS or e-commerce company preferred
Benefits
What We Offer
Fantastic company culture focused around recognizing and leveraging individual strengths for the benefit of the whole
Career mobility and opportunities to work across areas of the company
Remote-first work environment with frequent Zoom company events and chance to make genuine connections
Competitive salary, generous PTO, 401K with match, medical benefits (US only)
The estimated U.S. salary range for this role is $100,000 - $140,000 USD, depending on experience and location. Final compensation is based on factors such as the candidate's skills, qualifications, experience, and location. Compensation for candidates residing outside the U.S. will be adjusted based on the cost of living and comparable wages in that country.
Stadium is an equal-opportunity employer. We use E-Verify to confirm the identity and employment eligibility of all new hires. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. If you need assistance and/or reasonable accommodation due to a disability during the application or the recruiting process, please send a request to ****************.
Auto-ApplySr. Treasury Manager
Remote job
At Engine, we're transforming business travel into something personalized, rewarding, and simple. For too long, managing travel and spend has been overwhelming and fragmented - we're here to change that. We believe the future of travel should be seamless and powered by technology that delights customers at every step. That's why we're building a platform that brings together corporate travel, a powerful charge card, and modern spend management in one place.
To make this vision real, we're looking for exceptional, mission-driven people to help redefine how businesses manage and experience travel.
More than 20,000 companies already rely on Engine to support over 1 million travelers and billions in annual bookings each year. Cash flow positive with rapid growth, we pair exclusive Engine-only rates, industry-leading rewards, and intelligent automation to help businesses save money while delivering world-class personalization and convenience.
Backed by Telescope Partners, Blackstone, and Permira, Engine has been recognized as one of the fastest-growing travel and fintech platforms in North America, with honors including the Deloitte Fast 500 and Built In's Best Places to Work.
Join Our Journey at Engine:
At Engine, we're revolutionizing work travel. Our modern travel platform isn't just about booking trips; it's about transforming how businesses and their teams experience travel. From seamless booking options with top airlines, hotels, and car rental providers to single-invoice billing and flexible trip modifications, we make travel not only easier to manage but also enjoyable. Backed by powerhouse investors like Telescope Partners, Blackstone, Elefund, and Permira, we're growing fast-and we want you to be part of it.
About the Role:
Engine is seeking a Treasury Senior Manager to oversee the company's global liquidity, cash management, and financial risk activities. Reporting to the VP of Accounting, this role will oversee a ~$1B credit portfolio and lead the treasury strategy behind Engine X, our newly launched card product. You'll play a critical role in safeguarding the company's financial stability while maximizing the efficiency and impact of our treasury operations. You will manage daily cash flows, optimize working capital, and partner closely with FP&A to ensure the effective use of our credit facilities and other liquidity resources.
This is a high-visibility role that blends hands-on execution with strategic impact. You'll develop and implement treasury policies, manage banking relationships, and oversee initiatives that strengthen liquidity, mitigate foreign exchange risk, and support Engine's growth. We're looking for someone with strong technical expertise in treasury, a proactive mindset, and the ability to thrive in a fast-paced, high-growth environment.
Your Mission
As a key member of the finance team, you'll ensure Engine's financial flexibility, optimize cash returns, and manage risks that impact our global operations.
Key Responsibilities:
Liquidity & Cash Management: Oversee daily cash positioning and short-term forecasting to ensure sufficient liquidity for operations while minimizing idle balances.
Working Capital Optimization: Partner with Accounts Payable, Accounts Receivable, Credit and FP&A teams to manage working capital constraints, reduce liquidity tied up across accounts payable and receivable, and implement strategies such as cash concentration and payment term optimization.
Foreign Exchange Risk Management: Identify, assess, and manage foreign currency exposures. As necessary, develop and execute hedging strategies to mitigate FX volatility and losses.
Cash Yield Maximization: Invest excess liquidity in highly liquid, low-risk instruments to maximize yield.
Line of Credit Oversight: Manage the company's revolving credit facility in partnership with FP&A. Monitor utilization, covenant compliance, and liquidity availability to support both day-to-day operations and growth initiatives.
Banking & Counterparty Relationships: Serve as the primary contact for banking partners. Negotiate fees, maintain account structures, and ensure competitive services to support global treasury needs.
Treasury Policies & Controls: Maintain robust internal controls over treasury operations, ensure compliance with company policies and external regulations, and support internal and external audits.
Treasury Systems & Reporting: Utilize and enhance treasury tools and ERP systems to improve efficiency, reporting, and visibility. Prepare and present treasury dashboards and updates for executive leadership.
Cross-Functional Collaboration: Partner with Accounting, FP&A, Legal, and Operations teams to ensure treasury activities align with broader business objectives.
What You'll Bring:
Experience: 5 to 10 years in treasury, corporate banking, corporate finance, or related financial roles, with hands-on experience in cash management, FX risk management, and liquidity planning.
Technical Expertise: Strong knowledge of working capital management, treasury instruments, and hedging strategies. Experience managing credit facilities is highly preferred.
Analytical Skills: Advanced Excel and/or financial planning tool skills, as well as comfort with cash forecasting, financial modeling, and scenario analysis.
Systems Knowledge: Familiarity with ERP systems (e.g. NetSuite) and treasury management tools.
Communication: Excellent written and verbal communication skills, with the ability to synthesize complex financial information for executives.
Leadership: A collaborative, hands-on contributor who thrives in high-growth environments and partners effectively across functions.
Credentials: Bachelor's degree in Finance, Accounting, Economics, or related field.
Executive Communication: Exceptional written and verbal communication skills with experience presenting to senior leadership. Able to synthesize and communicate complex ideas clearly and concisely.
Leadership: A collaborative, hands-on leader. Low ego, with a strong willingness to roll up your sleeves.
Operational Rigor: Highly organized, detail-oriented, and capable of balancing multiple high-priority initiatives in a fast-paced environment. Self starter with an exceptional work ethic and motivation.
Applications for this role will be accepted through 4/1/26 or until the role is filled. We encourage you to apply early, as we may begin reviewing applications before the deadline.
Compensation
Our compensation packages are based on several factors, including your experience, expertise, and location. In addition to a competitive base salary, total compensation may include equity and/or variable pay (OTE). Your recruiter will share your complete compensation package as you move through the process.
Base Pay Range$115,600-$160,000 USD
The Engine Edge: Perks & Compensation
We believe in rewarding great work with great benefits:
Compensation: Competitive base pay tied to role and experience, with opportunities for bonuses, commissions, and equity.
Benefits: Check out our full list at engine.com/culture.
Environments for Success: Different roles have different needs in terms of the environments that drive success which is why we have a hybrid-hub model. Whether you are in one of our amazing offices or fully remote, we'll make sure you have what you need to succeed.
Perks and benefits may vary based on employment type, location, and more.
Ready to Build the Future of Work Travel?
Join us on our mission to transform how work travel works-for businesses, for travelers, and for the industry. Apply now and let's make travel simpler, smarter, and more enjoyable-together.
Auto-ApplyFinancial Consultant
Remote job
We are looking to rapidly expand, providing the perfect opportunity to work from home.
This position is for an Entry level financial consultant (part-time or full-time)
. Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity 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.
There is no experience needed for this position. 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 (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and 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, a flexible schedule is available.
Our Company Offers:
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
Qualifications:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 30 days
Entrepreneurial spirit is key.
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 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
Income Model: 100% COMMISSION INCOME
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
Do not apply if you are looking for a punch-in punch-out type of job.
This can be an uncapped part-time opportunity for those looking for an additional source
of income.
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Compensation details: 82000-125000 Yearly Salary
PI1d951524d52d-31181-38230194
RequiredPreferredJob Industries
Other
AI Finance Tutor
Remote job
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
As an AI Tutor - Finance Specialist, you will be instrumental in enhancing the capabilities of our cutting-edge technologies by providing high-quality input and labels using specialized software. Your role involves collaborating closely with our technical team to support the training of new AI tasks, ensuring the implementation of innovative initiatives. You'll contribute to refining annotation tools and selecting complex problems from advanced finance fields, with a focus on investment analysis and topics including but not limited to equities, commodities, real estate, fixed income, forex, derivatives and accounting, where your expertise can drive significant improvements in model performance. This position demands a dynamic approach to learning and adapting in a fast-paced environment, where your ability to interpret and execute tasks based on evolving instructions is crucial.
The AI Tutor - Finance Specialist role is a remote, full-time position.
AI Tutor's Role in Advancing xAI's Mission
As an AI Tutor, you will play an essential role in advancing xAI's mission by supporting the training and refinement of xAI's AI models. AI Tutors teach our AI models about how people interact and react, as well as how people approach issues and discussions in finance. To accomplish this, AI Tutors will actively participate in gathering or providing data, such as text, voice, and video data, sometimes providing annotations, recording audio, or participating in video sessions. We seek individuals who are comfortable and eager to engage in these activities as a fundamental part of the role, ensuring a strong alignment with xAI's goals and objectives to innovate.
Scope
An AI Tutor will provide services that include labeling and annotating data in text, voice, and video formats to support AI model training. At times, this may involve recording audio or video sessions, and tutors are expected to be comfortable with these tasks as they are fundamental to the role. Such data is a job requirement to advance xAI's mission, and AI Tutors acknowledge that all work is done for hire and owned by xAI.
Responsibilities
Use proprietary software applications to provide input/labels on defined projects.
Support and ensure the delivery of high-quality curated data.
Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies.
Interact with the technical staff to help improve the design of efficient annotation tools.
Choose problems from finance fields that align with your expertise, focusing on areas like investment analysis, taxation, accounting, financial modeling, or risk assessment where you can confidently provide detailed solutions and evaluate model responses.
Regularly interpret, analyze, and execute tasks based on given instructions.
Key Qualifications
Must possess a Master's or PhD in a finance-related field (Finance, Economics, Business Administration with a finance focus, or related disciplines) or equivalent professional experience as an investment analyst specializing in equity, commodities, real estate, fixed income, or accounting.
Proficiency in reading and writing, both in informal and professional English.
Strong ability to navigate various financial information resources, databases, and online resources (e.g., Bloomberg, Reuters, SEC filings).
Outstanding communication, interpersonal, analytical, and organizational capabilities.
Solid reading comprehension skills combined with the capacity to exercise autonomous judgment even when presented with limited data/material.
Strong passion for and commitment to technological advancements and innovation in finance.
Preferred Qualifications
Professional experience as an investment analyst, portfolio or wealth manager, or financial consultant.
Possesses experience with at least one publication in a reputable finance or economics journal or outlet.
Teaching experience (as a professor, teacher, or tutor) in finance-related subjects.
Corporate accountants with a CPA
CFA Charterholder
Location & Other Expectations
This position is based in Palo Alto, CA, or fully remote.
The Palo Alto option is an in-office role requiring 5 days per week; remote positions require strong self-motivation.
If you are based in the US, please note we are unable to hire in the states of Wyoming and Illinois at this time.
We are unable to provide visa sponsorship.
Team members are expected to work from 9:00am - 5:30pm PST for the first two weeks of training and 9:00am - 5:30pm in their own timezone thereafter.
For those who will be working from a personal device, please note your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.
Compensation
$45/hour - $100/hour
The posted pay range is intended for U.S.-based candidates and depends on factors including relevant experience, skills, education, geographic location, and qualifications. For international candidates, our recruiting team can provide an estimated pay range for your location.
Benefits:
Hourly pay is just one part of our total rewards package at xAI. Specific benefits vary by country, depending on your country of residence you may have access to medical benefits. We do not offer benefits for part-time roles.
xAI is an equal opportunity employer.
California Consumer Privacy Act (CCPA) Notice
Auto-ApplySenior Treasury Manager
Remote job
(Who are we? Why should you join us?)
At eco ATM the proof of our success is in our staggering growth, extraordinary impact on protecting the planet, and providing a work culture unlike any other. We are a technology company and a pioneer of device re-commerce. Through our 6500+ automated kiosks and online marketplace Gazelle.com, we enable people all over the world to join the mobile device re-use revolution, a revolution that will get billions of used smartphones out of the e-waste cycle and into the hands of people who don't have affordable access to the empowerment of the latest mobile technology.
At eco ATM we know our employees are our greatest strength and the key to our continued growth and success. When you join our team, you will enjoy more than just a job, you will be empowered to develop and utilize your unique talents and skills to build a rewarding career while making a lasting, positive impact on the planet.
Our Values and Leadership Behaviors
About the role
The Senior Treasury Manager oversees all aspects of the company's cash management and treasury operations, ensuring liquidity needs are met in the most efficient and effective manner. This role manages cash flow-including forecasting and kiosk reconciliation-maintains strong relationships with banking partners, and ensures compliance with credit agreements, treasury policies, and relevant regulations.
Reporting directly to the CFO, the Senior Treasury Manager serves as a subject matter expert and strategic partner, advising cross-functional teams, supporting capital markets activity, and strengthening treasury governance and risk management practices.
Key Responsibilities
Liquidity & Borrowing
Manage daily cash positions, liquidity, and credit facility borrowing to support company disbursements.
Monitor operational cash flow volatility, deposits, and debt service costs.
Develop and present short- and long-term cash forecasts to senior leadership.
Payments, Controls & Governance
Oversee execution and security controls for ACH, wire, and FX transactions.
Maintain and enhance treasury policies, internal controls, and compliance with regulations and credit agreements.
Ensure proper governance over cash, FX, debt, and related financial reporting.
Risk Management
Monitor financial risks, including interest rate, FX, and counterparty exposures.
Recommend and execute hedging or risk mitigation strategies when appropriate.
Capital Markets & Financing
Provide analytical and execution support for financing transactions, refinancing, and capital structure initiatives.
Support CFO with treasury input for lender communications, board materials, and investor presentations.
Banking & Treasury Infrastructure
Manage banking relationships, optimize banking architecture, and negotiate services and fees.
Implement and maintain treasury management systems, ERP integrations, and online banking access/controls.
Invest idle cash per investment policy to maximize returns while safeguarding liquidity.
Cross-Functional Support
Partner with Accounting, FP&A, and Tax on covenant compliance, debt reporting, and reconciliations (e.g., Excess Cash Flow).
Provide treasury services to business units and employees, including cash vault and credit card programs.
Technology & Process Automation
Lead system implementations and enhancements to improve efficiency and data integrity.
Drive automation of treasury workflows and reporting in partnership with IT.
Leadership & Special Projects
Provide direction to treasury staff or outsourced partners, fostering a culture of continuous improvement.
Lead vendor relationships, including credit card processing partners.
Contribute to special projects and ad hoc analyses as assigned.
Education & Experience
Bachelor's degree in Finance, Accounting, or related field required.
8+ years of experience in corporate treasury, cash management, or banking.
CTP certification (or equivalent) strongly preferred.
Demonstrated knowledge of treasury policies, credit agreements, and cash forecasting.
Experience with treasury workstations, ERP integrations, and straight-through processing.
Corporate credit management experience, including oversight of corporate card programs and related controls.
Prior exposure to capital markets transactions or debt financing a plus.
Knowledge, Skills & Abilities
Excellent organizational and time-management skills.
Strong communication and interpersonal abilities; able to influence across functions and with external partners.
Proven ability to identify, assess, and mitigate financial risks.
Skilled at building consensus and managing multiple stakeholder priorities.
Advanced proficiency in Microsoft Excel and PowerPoint; strong data and presentation skills.
Continuous improvement mindset with focus on automation, efficiency, and control.
Location
Remote
Pay Range (How much might you earn in your base salary?) $135,000 - $145,000 This position is also be eligible for short-term and long-term incentives based on individual and company performance.
Base pay offered may vary depending on job-related knowledge, skills, and experience. This information is provided per CA SB 1162 (“CA Pay Transparency Law”). Base pay information is based on market location. Learn more about eco ATM benefits here.
This position may also be eligible for short-term and long-term incentives based on individual and company performance.
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.
Here at eco ATM/Gazelle we value diversity & belonging and are proud to be an Equal Employment Opportunity employer. All applicants are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic, and are fairly and equitably compensated based on current market data. If you need assistance, or an accommodation, please let your recruiter know.
Auto-ApplyTreasury Transformation Manager
Remote job
at Moneycorp
Welcome to Moneycorp We're delighted you're interested in being a part of Moneycorp.In the last decade, Moneycorp has transformed from a largely domestic, consumer-focused provider of foreign exchange to an end-to-end global payments' ecosystem.With two banking licenses and operations across the entire value chain of the international payments and foreign exchange sectors, we enable businesses, institutions, and individuals to thrive beyond borders.We help our clients realise their growth ambitions by providing them with worldwide reach, relentless regulatory excellence, and tailored, relevant solutions that resiliently optimise their financial operations.We're fervent about pursuing our goals, making substantial contributions to the payments industry, and consistently offering unwavering support to our clients at every stage of their journey.Moneycorp is a place where energy, commitment to our shared success and collaboration are core to our DNA. We're restless in our drive to surpass the expectations of our clients and unlock opportunities to support them at every stage of their journey. The foundation of our success is our people, and nurturing a culture of belonging for all of our colleagues is central to our journey as a global business. Find out more about Moneycorp's offering, global footprint and capabilities here: About Us | moneycorp Your Next ChallengeWe are seeking a Treasury Transformation Manager to help the implementation of a Treasury Management System (TMS) and drive a comprehensive treasury transformation programme. This role is pivotal in modernising our treasury operations to support the company's growth, scalability, and risk management in a fast-paced payments environment. The ideal candidate is a strategic and solutions-oriented treasury professional, recognised for their innovative mindset, precision under pressure, and commitment to operational excellence. With prior experience as a Treasury Manager, they bring deep expertise in treasury operations, financial markets, and risk management - along with hands-on experience implementing and optimising TMS. Their understanding of what “good” looks like-shaped by practical exposure to robust systems-positions them to help lead the transformation from the current Moneycorp setup to a future-ready treasury function. They are also highly proficient in SQL and Python, enabling them to extract and analyse data directly from the data warehouse and build automated reports. This technical capability is especially valuable during the Treasury Management System (TMS) implementation, enabling data-driven insights and supporting automation across treasury operations. Key ResponsibilitiesImplementation of the TMS Work with the Global Treasurer and Director of Treasury to:
Lead end-to-end implementation of a Treasury Management System (TMS), including design, configuration, testing, and go-live
Collaborate with IT, Finance, Payment Operations team to ensure seamless integration with ERP, banking platforms, and payment gateways
Develop and maintain system documentation, workflows, and user training materials
Design and build reports and forecasting tools within the TMS to maximise system functionality and support strategic treasury decision-making.
Treasury Transformation Programme Work with the Global Treasurer and Director of Treasury to:
Design and execute a multi-phase treasury transformation roadmap aligned with strategic business goals
Identify and implement process improvements across cash management, FX risk, liquidity forecasting, and intercompany funding
Champion automation and digitisation of treasury operations to improve efficiency and control
Lead progress re-engineering initiatives to streamline daily treasury operations
Collaborate with the Payment Operations team to enhance liquidity/risk management on all non-operational accounts
Enhance banking portal and integration experience
Develop new daily, weekly and monthly MI packs and present to senior management
Cash and Liquidity Management Step in and cover a current Treasury Manager when required on day-to-day Treasury activities:
Oversee daily cash positioning, forecasting, and optimisation across multiple entities
Trade FX products and support the group's liquidity and funding requirements
Monitor and manage short-term investments and senior debt interest
Enhance treasury controls, policies, and compliance frameworks
Support liquidity management strategies and monthly treasury processes
Produce senior management reports and support year-end audit process
Manage mandates and bank accounts across multiple banks and systems
A strong understanding of our core Treasury activities is essential to effectively drive the Treasury Transformation Programme Stakeholder engagement
Act as a key liaison between Treasury, Finance, Technology, and external vendors
Provide strategic insights and reporting to senior leadership on treasury KPIs and transformation progress
Knowledge, Skills and Experience required
Prior experience in a Treasury Manager position, gained within a bank, financial institution or corporate treasury environment
Day-to-day use of a Treasury Management System
Previous involvement in a TMS implementation would be highly advantageous, particularly Kyriba (although others also beneficial)
Project and change management experience
Advanced Excel
Knowledge of SQL
VBA/Python (advantageous)
Excellent in analytical and problem-solving skills in a fast-paced environment.
Knowledge of foreign exchange (FX) and payment services would be highly advantageous
Education:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Professional qualification and / or any technical certificates in SQL/VBA/Python would be advantageous.
Personal Attributes:
Visionary mindset, forward thinking and innovative approach
Decisive under pressure
Strong stakeholder influence
Excellent communication and negotiation skills
Strong work ethic and sense of accountability
Attention to detail while remaining conscious of the bigger picture
Please note: This position is full-time, permanent. The role is expected to be office-based in London as part of Treasury Team. However, we have an agile flexible working policy which enables you to work up to 2 days from home if desired. Interested?If the role sounds like you, we invite you to upload a copy of your CV and can do this by clicking on the Apply Now button Fostering a culture of belonging and inclusivity We're committed to creating a workplace where every individual feels valued, respected, and included. As an Equal Opportunity Employer, we actively cultivate an inclusive culture where diversity thrives, and we empower our colleagues to drive meaningful change within our organisation through initiatives like our DE&I focus groups and value champion network. Like many of our peers, we recognise that fostering inclusivity is an ongoing journey, and we remain steadfast in our commitment to progress. By measuring our efforts through regular assessments and listening to the feedback of our employees, we strive to ensure that our initiatives are impactful and responsive to the evolving needs of our workforce.Together, we want to build a workplace where everyone can bring their authentic selves to work, as we believe this is the foundation of innovation, creativity, and collective success. Connect with us For company news, announcements and market insights, visit our News Hub. You can also find Moneycorp on Facebook, Twitter UK, Twitter Americas, Instagram, LinkedIn, where you can discover how we are leading the way in global payments and currency risk management.
Auto-ApplyManager, Treasury - Americas
Remote job
Building the Future of Crypto
Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology.
What makes us different?
Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world.
Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here.
As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures.
Become a Krakenite and build the future of crypto!
Proof of work The team
The Kraken Treasury Manager is a highly visible role requiring dynamic interactions across the entire finance organization, global settlements, product, and business development teams. Through experienced management skill and a data driven approach this candidate will lead team in facilitating the firm's liquidity, cash management, and treasury operations needs.
The opportunity
Manage a team of 3-5 individual Treasury Analysts to deliver results for the Treasury Organization and wider Kraken stakeholders
Manage creation, maintenance, and interpretation of cash flows, loans, interest earnings, target balancing, and other custom treasury forecasting
Use TMS, internal payment gateways, and banking partners to execute high value payments for treasury rebalancing and other operating needs
Collaborate with treasury and OTC trading analysts to execute crypto trades and fiat foreign exchange transaction for customers and internal hedging
Manage treasury operations tools across multiple global banking partners including cash pooling, legal entity cash concentration, and various payment portals
Partner with Kraken's global OTC trading team to provide robust and reliable global 24/7 settlement services and an extraordinary client experience
Maintain a collaborative approach to continuous improvement of processes ensuring data verification, quality, and accuracy
Conduct detailed analysis and deploy liquidity management tools to optimize internal ledger and bank account balances across a global legal entity structure
Please note that weekend work is required 1-3 times per month for this role.
Additional duties and responsibilities as assigned
Skills you should HODL
Bachelor's Degree in Business, Accounting, Finance, or Economics. MBA Preferred
7 years + experience that includes growth within Accounting, Financial Services, and Treasury roles
Demonstrable knowledge and passion about bitcoin and cryptocurrency with a security first mind set
Professional experience with crypto operations, settlements, custody systems, bridging, and chain rebalancing.
Experience in markets, executing and settling spot FX in fiat and/or crypto
Experience managing or supervising a team for 2+ years
Strong analytical skills with ability to build a variety of financial models and work with different data types
Strong comprehension of the balance sheet and effects of transactions on the firm's assets and liabilities
Understanding of global and local payment networks SWIFT, SEPA, etc
Technical skills and experience to manage data in excel and SQL preferred
Strong work ethic and ability excel in a fast-paced evolving environment
Experience overseeing audit controls
This job is accepting ongoing applications and there is no application deadline.
Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution.
We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto!
As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws.
Stay in the know
Follow us on Twitter
Learn on the Kraken Blog
Connect on LinkedIn
Candidate Privacy Notice
Auto-ApplyManager, Treasury
Remote job
Who We Are
We're Chomps, the fastest-growing snack brand in the U.S. and we're reimagining snacking. Our meat snacks are made using high-quality proteins, no sugar, and real ingredients - because we believe snacking should be simple, delicious, and convenient. Chomps can be found in over 30,000 stores nationwide with a strong e-commerce presence. Our mission is to inspire, educate, and fuel our community with accessible, real food that doesn't compromise on taste.
Traits of a Chompian
If you've been called scrappy, resourceful, and persistent, then you might just be a Chompian. You're a team player who's self-motivated and action-oriented. You're committed to delivering efficiency and accuracy, and you happen to be great at proactive cross-functional communication. You're a critical thinker and a natural problem solver who enjoys details, research, and data. You take initiative and complete ownership of everything you do, and you'll go the extra mile for your team, consumers, and audience. You're hungry to learn with a passion to grow and improve every day. You also take a keen interest in health, fitness, and nutrition. Sound like you? Then we want to meat you.
What You Will Do
The Treasury Manager's primary responsibilities will be to own cash flow forecasting, liquidity planning, long-range cash strategy, maintaining and enhancing debt facilities, deliver financial reporting, support company-wide budgeting and planning processes, and provide high-quality analysis and insights to the Chomps organization. As the Treasury Manager, you will be responsible for working directly with leadership to develop and enhance the treasury function, with a focus on developing treasury policies and long-term treasury strategies at Chomps. You will ensure alignment of Chomps' financial and strategic results with the highest-level goals and objectives of our business, applying an understanding of the key business drivers that inform decisions and impact. You will be responsible for delivering high-quality analysis and reporting meaningful insights that enable data-informed decisions across the organization.
Responsibilities
Cash Strategy & Forecasting
Develop and own the company's long-range cash flow projections and three-statement long-range plan
Lead monthly and quarterly scenario analyses to inform S&OP decisions
Approve and refine assumptions used in forecasting models to enhance forecast accuracy
Debt & Financing
Structure and negotiate new debt facilities, term loans, and credit lines
Monitor and ensure compliance with debt covenants; escalate potential breaches
Oversee capex and equipment financing transactions from term sheet to closing
Treasury Policies & Modeling
Design, document, and enforce treasury policies (e.g., investment, liquidity, FX risk)
Build and validate financial models for hedging strategies and capital markets plans
Stakeholder Engagement & Communication
Present treasury strategy, cash outlook, and financing updates to senior leadership
Provide investment opportunity recommendations through analysis that is based on profitability and liquidity impact
Cultivate and manage relationships with banks, rating agencies, and external advisors
Compliance & Risk Management
Implement risk frameworks (interest hedging)
Advise on regulatory changes impacting liquidity and funding
Team Leadership & Process Improvement
Define and track departmental KPIs and audit controls
Manage and mentor direct reports, fostering growth and skill development
Work with Finance leadership to align team capabilities with evolving business needs, identify support gaps
Ad Hoc Cross Functional Analysis and Support
Support analysis for ad hoc project-based efforts
Support the treasury function as the bank account administrator
Escalate insights and questions on potential value-creation initiatives through analysis
Accepts responsibility for the organizational goals by taking ownership of new and different duties and identifying new opportunities within the finance department.
Who You Are
Bachelor's degree in Finance, Accounting, Economics, or a related field required
5+ years of relevant experience in Treasury, Investment Banking, Consulting, or other related quantitative field
Advanced in Excel, with strong analytical skills and proficiency in financial modeling
Familiarity with NetSuite, BI, CRM, and financial planning applications is a plus
Exceptional judgment and maturity, including an ability to escalate and ask for help when necessary
Outstanding communication (both verbal and written) and relationship management skills
Results-focused, team-oriented, and strong work ethic
CPG or Food & Bev experience, not required
Knowledge of Microsoft Office suite, particularly Excel and PowerPoint
Passion for health and/or natural foods industry preferred
Ability to be entrepreneurial and methodical
Results-oriented and process-driven, with high expectations of self and team
Collaborative mindset with strength in effectively receiving and communicating feedback
Position: Manager, Treasury
Reports to: Director, FP&A
Location: Remote
Type: Full-Time, exempt
Salary Range Opportunity:
The salary range for this role is $115,000 - $125,000 + 20% annual bonus
Compensation Philosophy & Total Comp:
Our salary ranges are based on verified market data and our philosophy of paying competitively for our size and industry
Individual pay rate decisions are based on several factors, including qualifications for the role, experience level, skillset, and balancing internal equity relative to peers at the company
In addition to base salary, full-time team members receive medical, dental, and vision insurance, 401K 6% match, and monthly reimbursements for wellness and home office.
Other Perks:
Ability to make an impact: Join a rapidly growing and entrepreneurial-spirited team at a pivotal point to positively impact the food industry.
Opportunities to grow: Advance within Chomps quickly based on outstanding performance.
Unlimited PTO and 11+ paid holiday days. Hybrid & flexible remote schedule. Chicago office open to those in the area.
Paid maternity and paternity leave.
Bi-annual total team in-person activities.
Company-wide Continual Education budget.
Unlimited snacks: Enough meat sticks that if you wanted to eat your body weight in them you could (no judgment here).
Our Commitment
Chomps is committed to a diverse and inclusive workforce. To achieve our mission of making nutritious food more accessible we greatly benefit from a range of perspectives, which comes from diversity of all types, at all levels of the organization. Achieving true diversity and inclusion is the right thing to do and the smart thing for our business.
We're aware of the research showing that historically underrepresented groups are less likely to apply for a job if they don't believe that they meet all of the criteria. Do you hesitate to submit an application because you believe you need to check every box? Please apply anyway with a thoughtful cover letter! We would love to hear from you to discuss how you can help us build a great team at Chomps.
You must reside in the United States to be considered for this position.
Chomps does not provide employment-based visa sponsorship at this time. Candidates must be authorized to work in the U.S. without the need for visa sponsorship now or in the future.
Important Notice:
It has come to our attention that fraudsters have been posing as Chomps employees or recruiters and contacting job-seeking candidates regarding potential job opportunities. These fraudulent messages sometimes include a request for payment and confidential personal information. Please note that the Chomps recruiting process does not include asking candidates for payments or other confidential financial information.If you are applying for a job, you can confirm the legitimacy of a job posting by viewing current open roles: **************************************** If you have questions please email us at *****************
Auto-ApplyHead of Treasury Strategies
Remote job
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.
FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes.
The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential.
Key Responsibilities:
Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice)
Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails.
Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital.
Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations.
Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities.
Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs.
Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations.
Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations.
Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk.
Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation.
Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows.
Qualifications:
15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred.
Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure.
Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred.
Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred.
Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously.
Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients.
The base pay for this role is expected to be between $230,000 - $311,000 max 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.
Auto-ApplyTreasurer (Remote)
Remote job
As the non-profit organizations Treasurer, you will be responsible;
To ensure that the organization complies with its governing document, charity law, company law and any other relevant legislation or regulations.
To ensure that the organization pursues its objects as defined in its governing document.
To ensure the organization applies its resources exclusively in pursuance of its objects (the charity must not spend money on activities which are not included in its own objects, no matter how worthwhile or charitable those activities are).
To contribute actively to the board of trustees' role in giving firm strategic direction to the organization, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets.
To safeguard the good name and values of the organization.
To ensure the financial stability of the organization.
To protect and manage the property of the non-profit
Ensuring equipment and assets are adequately maintained and insured
Contributing to the fundraising strategy of the organization
Liaise with relevant staff, board members and/or volunteers to ensure the financial viability of the organization.
Make fellow committee members aware of their financial obligations and take a lead in interpreting financial data to them.
Regularly report the financial position at board meetings (balance sheet, cash flow, fundraising performance etc).
Oversee the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
Ensure proper records are kept and that effective financial procedures and controls are in place
Appraising the financial viability of plans, and proposals
Lead on appointing and liaising with auditors/an independent examiner.
Oversee the staff in ensuring posting and bookkeeping is kept up-to-date.
Oversee payments to creditors as appropriate.
Oversee the arrangements to collect payments from debtors and bank payments, to claim gift aid annually and to manage the appropriate records promptly.
Experience:
Good organizational skills
Excellent numerical skills.
Commitment to the organisation
General IT skills and a willingness to use Judaica4Me IT systems.
Ability to work effectively as a member of a team.
Strategic vision.
Good understanding of risk management and appetite re strategic growth
Good, independent judgement.
Willingness to speak their mind.
Willingness to be available to staff for advice and enquiries on an ad hoc basis.
Ability to communicate clearly.
Financial qualifications and experience desirable.
Some experience of non-profit finance, and fundraising schemes desirable.
About DoiT DoiT is a global technology company that works with cloud-driven organizations to leverage the cloud to drive business growth and innovation. We combine data, technology, and human expertise to ensure our customers operate in a well-architected and scalable state - from planning to production.
Delivering DoiT Cloud Intelligence, the only solution that integrates advanced technology with human intelligence, we help our customers solve complex multicloud problems and drive efficiency.
With decades of multicloud experience, we have specializations in Kubernetes, GenAI, CloudOps, and more. An award-winning strategic partner of AWS, Google Cloud, and Microsoft Azure, we work alongside more than 4,000 customers worldwide.
The Opportunity
As Treasurer, you will lead, design and execute our treasury and capital strategy. You will ensure the company maintains liquidity, manages financial risk, optimizes working capital, and supports both day‑to‑day operations and long‑term growth. You will partner closely with the Chief Financial Officer, Finance team, business leadership, and external stakeholders (banks, investors, auditors) to optimize our financial position across the markets in which we operate.
You will have responsibility for treasury operations, cash forecasting, banking relationships, debt / capital structure, risk management (FX, interest, counterparty), and compliance with relevant regulations.
Responsibilities Cash & Liquidity Management
Maintain daily oversight of cash balances, bank accounts, and short-term liquidity requirements.
Develop and maintain cash flow forecasting models (weekly, monthly, quarterly) across segments and geographies.
Ensure sufficient liquidity for operations, investment, and strategic initiatives.
Optimize liquidity returns on cash
Drive working capital optimization (receivables, payables, cash conversion cycles).
Banking, Capital & Funding
Manage relationships with banking partners, negotiate credit facilities, overdrafts, and financing lines.
Structure and execute borrowing, capital, or refinancing initiatives as needed.
Oversee debt compliance requirements, covenant tracking, and interest expense optimization.
Risk Management & Hedging
Identify financial risks (currency, interest rate, counterparty, liquidity) and design mitigation strategies.
Execute hedging strategies to manage exposures.
Monitor market conditions, interest rate forecasts, and currency trends.
Treasury Operations & Controls
Define and maintain treasury policies, procedures, control frameworks, and approval authorities.
Oversee payments, transfers, foreign exchange operations, and bank reconciliations.
Ensure segregation of duties, audit readiness, and strong internal controls.
Lead treasury systems implementation or improvements (e.g. Treasury Management Systems, banking platforms).
Strategic Financial Planning & Reporting
Provide forecasts, scenario modeling, and strategic input to the Executive Team and Board.
Present liquidity, capital, and risk outlook in management and risk committee meetings.
Collaborate with FP&A, Accounting, Tax, and Legal to align projections, budgets, and capital plans.
Support M&A, investments, or expansion projects by providing financial structuring input and diligence on potential acquisitions.
Compliance, Audit & Stakeholder Management
Ensure compliance with local, national, and international regulatory, tax, and financial rules.
Liaise with auditors, tax advisors, external counsel, and regulators as needed.
Maintain clear documentation and audit trails for all treasury activities.
Support internal and external audits of treasury functions.
Drive continuous improvement in processes, systems, and reporting in treasury operations.
Qualifications
Bachelor's degree in Finance, Economics, Accounting, or a related field (master's or MBA is a plus).
Professional treasury or finance certification is strongly desirable (e.g. CertT, AMCT, CTP, ACT qualifications, CFA).
Significant (e.g. 7+ years) experience in treasury, corporate finance, or banking in cross‑border or multi‑jurisdictional settings.
Demonstrable track record in cash forecasting, liquidity planning, banking relationships, and risk management.
Experience working with multiple currencies, cross‑border cash pooling, FX, and interest rate hedging.
Prior involvement in capital raising, debt/credit structuring, or refinancing desirable.
Experience with treasury systems, treasury management tools, or ERP integrations. Experience with NetSuite a plus.
Strong analytical, quantitative, and modeling capabilities.
Excellent communication and presentation skills-able to convey complex financial matters to non‑finance leadership.
High integrity and ethical standards, with strong attention to detail and controls.
Strategic mindset, proactive, ability to anticipate challenges and lead initiatives.
Comfortable working in a fast‑paced, decentralized, remote environment.
Collaborative, business partnering orientation.
Familiarity with financial regulation and compliance in the relevant jurisdictions
Ability to travel occasionally (for bank meetings, investor meetings, audits and finance team meetings).
Proficiency in financial systems (Excel, treasury tools, ERP) and willingness to adopt new technology.
Are you a Do'er?
Be your truest self. Work on your terms. Make a difference.
We are home to a global team of incredible talent who work remotely and have the flexibility to have a schedule that balances your work and home life. We embrace and support leveling up your skills professionally and personally.
What does being a Do'er mean? We're all about being entrepreneurial, pursuing knowledge, and having fun! Click here to learn more about our core values.
Sounds too good to be true? Check out our Glassdoor Page.
We thought so too, but we're here and happy we hit that ‘apply' button.
Unlimited Vacation
Flexible Working Options
Health Insurance
Parental Leave
Employee Stock Option Plan
Home Office Allowance
Professional Development Stipend
Peer Recognition Program
Many Do'ers, One Team
DoiT unites as
Many Do'ers, One Team
, where diversity is more than a goal-it's our strength. We actively cultivate an inclusive, equitable workplace, recognizing that each unique perspective enhances our innovation. By celebrating differences, we create an environment where every individual feels valued, contributing to our collective success.
#LI-Remote
Auto-ApplyTreasury Manager
Remote job
The Treasury Manager position for Standard Casualty Company is responsible for helping safeguard over $40M in cash and invested assets, Statutory and GAAP financial reporting for all invested assets and bank accounts, in addition to special projects and support for the accounting team.
Core Responsibilities/duties will include but are not limited to the following:
Maintain accurate records for all Company held investments, cash, and cash
Oversee preparation of monthly investment and bank reconciliations
Prepare quarterly and annual Statutory statements for invested assets, cash flow statements, and capital adequacy analyses.
Assist in the preparation of monthly, quarterly, and annual GAAP and Statutory
Prepare month end reports for Executive Management and parent
Serve as primary banking relationship point of contact and perform system administrator functions for all bank accounts.
Prepare necessary documents for independent audits as
Maintain TDI and SOX
Any additional duties as assigned by
Required job skills:
Bachelor's degree in finance, Accounting or other business degree related to Investment Management and/or Banking. MBA
Minimum of five (5) years of treasury or accounting
Insurance industry experience preferred but not required.
CTP, CFA, CPA, or other relevant professional designations
Advanced Microsoft Excel expertise (pivot tables, VLOOKUP, macros, )
Excellent communication, active listening, critical thinking, and interpersonal skills
Ability to exercise independent judgement and decision making with little or no supervision and be flexible and adaptive to changing
Strong teamwork/leadership skills with ability to adapt to the needs of the organization and
Able to identify complex problems and issues and develop and evaluate options and implement
Work Environment and Physical Demands with reasonable accommodations:
Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant
Required to communicate with co-workers and policy holders with the ability to exchange accurate information, as
Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low areas
Occasionally requires moving and placing objects weighing less than or equal to 20
Noise level in the work environment is usually
Position requires 100% in-office attendance; however, the position
may
require temporary remote work based on business needs and is at the sole discretion of the The employee must have Wi-Fi connectivity, a smart phone, and a designated work area in their home.
Insights Analyst, Corporate
Remote job
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.
Auto-ApplyLead Corporate Strategy Analyst
Remote job
Who We Are
Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms.
We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes.
We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact.
What We Build
Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide.
Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application.
Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy.
PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works.
These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students.
Where We're Headed
Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support.
Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale.
Job Purpose
Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases.
This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization.
Responsibilities
Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities
Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking
Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives
Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way
Collaborate with cross-functional teams to gather data and support implementation of strategic projects
Contribute to the preparation of board materials, strategy documents, and internal communications
Assist in modeling scenarios and business cases that inform investment or strategic decisions
Help track and monitor progress against strategic goals and report on key outcomes
Job requirements
Requirements
3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role
Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI)
Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives
Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos
Collaborative mindset and ability to work effectively across teams in a fast-paced environment
High attention to detail, organization, and follow-through
Intellectual curiosity and a desire to learn and grow within a strategic function
Preferred
Experience in the K-12 education sector, edtech, or mission-driven organizations
Familiarity with business case development, financial modeling, or strategic planning processes
Interest in public education and a belief in the power of high-quality curriculum
Required Education
Bachelor's Degree
Status
Full-time
Location
Remote position; must be based in Boston Metropolitan Area
The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives.
A cover letter and resume are required to be considered for this position.
New employees will be required to successfully complete a background check.
Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact ***********************
Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices.
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Analyst, Corporate Derivatives
Remote job
Who We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
We are looking for a talented undergraduate to join our Risk Solutions group based out of DP's New York office. In this role, you will be an integral part of providing risk solutions services, transaction execution services, and general client coverage support to private equity, corporate, and other non-bank end user clients of Derivative Path. You will also provide input and generate ideas for new and enhanced functionality within our technology platform, DerivativeEDGE
,
that will be beneficial to DP and its clients. The ideal candidate will feel at ease working in a lean environment where their contribution is critical and valued. This is a difference making role with a high level of responsibility, input, and visibility to high profile clients of DP.
What You'll Do
Assist in all aspects of client coverage including risk identification and analysis, hedge strategy generation, pricing and analytics, trade execution, ongoing hedge portfolio maintenance and reporting needs, etc.
Assist in interactions with clients to discuss the risks at play, potential hedging solutions, hedge outcomes, etc.
Assist in interactions with hedge banks and other relationship partners of clients to drive transaction processes
Prepare client marketing materials, market updates, educational materials, etc.
Lead internal and pre-trade / post-trade processes such as client onboarding, documentation, confirmations, valuations, etc.
Provide ad-hoc support to senior members of the Risk Solutions group and other team members across the firm
Qualifications
Currently completing or recently completed an undergraduate degree, with expected graduation by June 2025. Strong academic performance (GPA of 3.25 or higher preferred).
You communicate with clarity and confidence, whether it's through presentations, writing, or everyday collaboration.
You're comfortable with Microsoft Office tools (PowerPoint, Excel, Word) and eager to keep building on those skills.
You bring a sharp eye for detail and a problem-solving mindset, staying focused even when juggling multiple deadlines.
You're self-driven and adaptable, excited to use technology and fresh ideas to make processes more efficient and impactful.
You pick up new concepts quickly and enjoy having a mix of responsibilities in a fast-moving, dynamic environment.
You thrive in a team setting, bringing an entrepreneurial spirit and genuine excitement to contribute to the success of a growing business.
Nice To Have
Experience with Bloomberg or other derivatives pricing systems
Prior internship experience with a bulge bracket bank or private equity firm
Location
NYC, 5 days in office
Benefits
Base salary, equity, and annual bonus as part of the compensation package
40 hours of sick leave
18 days of PTO
Paid parental leave
401K contribution at 3%
Competitive health benefits including HSA & FSA options, life insurance, and short-term disability
The expected
salary for this position is $80,000 - $90,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan contribution, and a generous paid time off policy.
Auto-ApplyFinancial Accounting Analyst
Remote job
Job Description
Amalgamated Bank seeks a Financial Accounting Analyst who will work under the guidance of and assists the Accounting Senior Manager or relevant accounting manager to assist with preparing accounting information to support the monthly financial close process. The main role is to ensure daily integrity of the bank's financial data and to perform required accounting processing. Secondarily, the Financial Analyst will assist on special projects to enhance and increase efficiency as it relates to the financial close process. Other requirements are ensuring integrity, accuracy, and timeliness of financial statements; monitor and strengthen internal controls; and ensure policy compliance.
By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.
Essential Job Functions:
Assist in managing and review of the daily reconciliation process
Assist in monthly activities including journal entry preparation and month end close activities
Maintain AP/AR account balances by tracking open items and ensuring timely resolution
Assist with follow up regarding aging items in processing systematics, unclaimed deposits, suspense, and wires GL daily
Assist in managing Fixed Assets, Prepaid Assets, and WIP accounting
Manage miscellaneous accounting (e.g. unposted items, check depositing)
Supports any other departmental function as needed
Manage departmental enhancement projects related to financial close process
Initiate and deploy automation opportunities and AI use cases
Knowledge, Skills and Experience Requirements:
Bachelor's degree in Accounting or Finance.
Proficiency in MS Excel and accounting software packages is desirable. Axiom preferred.
Experience with Avid, and/or Navan preferred.
Possesses good interpersonal and communication skills.
Strong organizational and time management skills.
Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 - $85,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.