Jobs at Flourish

Provides white-glove client support through phone, email, and chat for financial products. Resolves technical and account issues, collaborates with product, engineering, sales, and relationship teams, supports account onboarding, manages support queues, develops FAQs and scripts, tracks issue trends, reports metrics, improves support processes, and trains new representatives. The role requires Central Time availability and is hybrid in Dallas.

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.

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.

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.

Investigate fraud and AML alerts, analyze customer and transaction activity, document findings, and escalate suspicious or time-sensitive risks. Support AML, BSA, sanctions, and financial crime compliance programs; maintain monitoring rules and controls; identify emerging risks and trends; assist with risk assessments, audits, regulatory inquiries, and examinations; and collaborate with Risk, Legal, Compliance, and business teams.

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).

The Business Development Representative will generate leads, schedule meetings, manage new markets, and contribute to sales operations, with potential growth into closing new business.