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Fintech
Partner-track VP responsible for sourcing, executing, and managing lower-middle-market private equity investments. Leads financial modeling, due diligence, negotiations, portfolio oversight, fundraising support, investor relations, and mentors junior staff.
Fintech
Join EARNEST Partners' Equity investment team to provide unique insights, conduct research, and make stock recommendations. Engage in meetings with management and present to clients. Seek candidates with diverse industry experience.
Reposted 9 Days AgoSaved
Edtech • Fintech • Financial Services
The Director of FP&A leads financial planning and analysis at CFI, managing forecasts, budgets, and strategic data integration while fostering team development and cross-department collaboration.
Top Skills:
Bi Tools (TableauCrm (SalesforceErpExcelFp&A SystemsGoogle SuiteHubspot)Looker)
Fintech • Software • Financial Services
Lead end-to-end third-party partner diligence and risk management for fintech partnerships, including regulatory assessments, control reviews, remediation plans, monitoring, and governance to support safe partner onboarding and oversight.
Top Skills:
Bsa/AmlE-SignElectronic Funds TransfersFair LendingFunds AvailabilityNachaOfacPrepaid AccessPrivacyTruth In LendingUdaap
Fintech • Payments • Financial Services
The Fundamental Research Analyst will conduct research and monitor global news to identify investment opportunities, supporting traders in making informed decisions.
Top Skills:
BloombergPythonReuters
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Fintech • Financial Services
Submit your resume for consideration at Baselane, a financial management platform for landlords, to help build their team and product.
Fintech • Software • Financial Services
The VP, Wealth Advisor is responsible for managing client relationships, delivering wealth management services, and developing new client opportunities while ensuring trust and client retention.
Top Skills:
CRMExcelMicrosoft PowerpointMicrosoft Word
Fintech • Insurance
The Strategic Investment Analyst evaluates reinsurance strategies, delivers analytical insights, supports operational analytics, and conducts financial evaluations of investment opportunities.
Top Skills:
ExcelMicrosoft SuitePythonRSASSQL
Fintech • Insurance • Financial Services
The Financial Analyst will enhance financial operations by ensuring data integrity, managing agent commissions, providing analysis and reporting, and collaborating with teams to improve financial workflows.
Top Skills:
Crm SystemsFinancial Erp ToolsExcel
Fintech • Payments • Financial Services
The Senior Account Manager, Special Accounts evaluates company viability, develops recovery action plans, and collaborates with stakeholders to minimize losses at BDC.
Top Skills:
Business FinancingFinancial AnalysisRisk Assessment
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