Top Entry Level Fintech Jobs

Serve as the primary advisor for 500+ small business clients, providing tax compliance guidance, preparing and reviewing individual and business returns, and conducting virtual client meetings. Manage client information and interactions through internal systems, collaborate with bookkeeping and payroll teams, and support additional operational projects. The role requires an active PTIN, professional tax software experience, strong communication, remote-work readiness, and sound judgment when addressing complex client questions.

Manage a caseload of long-term disability claims: evaluate medical and occupational records, apply contractual and legal guidelines, determine benefit eligibility and duration, prepare written claim rationales, process payments, coordinate vocational rehabilitation, and support investigations and dispute testimony.

Research, develop, validate, and backtest quantitative trading strategies, indicators, and signals. Analyze market relationships, performance, risk, and statistical robustness while accounting for biases, costs, slippage, and overfitting. Collaborate with product, engineering, data, trading teams, and users to translate quantitative concepts into intuitive no-code trading tools and requirements.

Process corporate actions including mergers, spinoffs, distributions, tenders, and reorganizations. Support self-clearing, clearance, settlement, asset servicing, position reconciliation, and ledger booking. Investigate data quality and booking issues while partnering with engineering, product, and compliance to establish accurate operational processes and controls.

Performs clerical accounting duties, including accounts payable entry, expense report processing, account reconciliations, vendor record maintenance, journal and ledger updates, sales and use tax application, discrepancy resolution, invoice payment processing, and document filing. The role requires working on physical bank premises and may involve lifting up to 30 pounds.

Manages vehicle financing and leasing transactions from credit application through funding. Reviews customer and lender documentation, explains financing terms, prepares contracts and disclosures, obtains signatures, verifies compliance, coordinates title and plate processing, maintains deal records, resolves funding deficiencies, and works with customers, lenders, sales, accounting, and compliance personnel. The role emphasizes accurate documentation, consumer privacy, fair lending, fraud prevention, transparent customer service, and adherence to dealership and regulatory requirements.

Develops and delivers standard and customized client reports, validates performance data, creates new reporting solutions, and supports automation initiatives. The role investigates reporting issues, resolves client and internal requests, coordinates with IT, maintains documented processes, and assists with GIPS compliance, account setup, performance reporting, and related projects.

The Treasury Analyst manages daily cash positioning, liquidity forecasting, bank statement monitoring, disbursements, and banking operations. Responsibilities include cash reconciliations, journal entries, month-end close, working capital analysis, budget forecasting, internal cash controls, audit support, and financial variance reporting. The role uses Excel, Workday, Snowflake, and AI tools to automate reconciliations and improve liquidity modeling while collaborating with Treasury, Accounting, FP&A, banks, vendors, and leadership.

Develops and leads a structured 120-day training and onboarding program for new sales employees. Responsibilities include delivering sales, product, compliance, lending, process, and Salesforce training; creating learning materials and assessments; coaching hires; tracking proficiency, productivity, retention, and completion; identifying performance gaps; partnering with sales managers; and continuously improving training effectiveness.

Participates in four six-month finance rotations spanning corporate finance, accounting, treasury, investor relations, strategy, and corporate development. Supports financial analysis, reporting, budgeting, forecasting, variance analysis, internal controls, liquidity management, strategic planning, market analysis, and M&A evaluations. Develops presentation, communication, leadership, and business skills while presenting insights to finance leaders and executives. Successful participants transition into a finance role aligned with their strengths and business needs.