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Fintech • Financial Services
Lead accounting operations for a growing fintech and broker-dealer, including financial close, GAAP reporting, regulatory filings, audits, tax compliance, controls, cash flow, and accounting infrastructure. Manage a Staff Accountant, oversee outsourced FINOP and tax partners, support carve-out and standalone readiness, improve automation, and partner with executives and FP&A on reporting, risk management, and scalable financial operations.
Fintech • Financial Services
Own financial planning and analysis for a growing, PE-backed financial services company. Responsibilities include building integrated financial models, leading budgeting and forecasting, analyzing variances, preparing board and investor reporting, developing dashboards, supporting strategic and go-to-market decisions, and partnering with finance, business leaders, and the PE sponsor. The role also uses AI tools to automate reporting, modeling, and analysis.
Fintech • Financial Services
Staff Accountant supporting month-end close, GAAP financial reporting, journal entries, reconciliations, AP, payroll, cash flow, audits, compliance, broker-dealer reporting, budgeting, forecasting, and financial systems readiness. The role partners cross-functionally, improves accounting processes, supports carve-out and TSA exit activities, and helps build scalable finance infrastructure during Flourish’s transition to a standalone organization.
