As a Senior Financial Analyst, you will analyze financial performance, uncover insights, and collaborate with business leaders to shape decisions. Responsibilities include developing financial models, leveraging data, and driving continuous improvement in budgeting and forecasting as the company scales.

Manage the full sales cycle for accounting firms, qualify leads, deliver product demos, and collaborate cross-functionally to exceed revenue targets.

The Managing Director will lead business development efforts, build partnerships with financial institutions, oversee negotiations, and influence market strategy.

The Senior Accountant will manage trust accounting and reconciliation, ensuring compliance and accuracy in fund records. Responsibilities include journal entries, investigating discrepancies, and collaborating on product features.

The Customer Success Manager will onboard accounting firms to Plooto, drive adoption, manage accounts, and help clients grow their usage.