Flourish Offices

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.