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Reposted 10 Days AgoSaved
In-Office
San Diego, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Lead Financial Advisor will manage client relationships, conduct meetings, oversee financial planning, and support the advisory team while marketing and developing new business.
Top Skills: EmoneyIncome LabMS OfficeOrionPc ApplicationsRedtailSchwab Advisor Center
Reposted 10 Days AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Fintech • Software • Financial Services
Investigate AML/OFAC suspicious activity alerts, gather evidence, draft SAR narratives, manage individual case queues, ensure SLA and regulatory compliance, and recommend adverse actions or account closures.
Reposted 10 Days AgoSaved
Remote
Utah, USA
Mid level
Mid level
Fintech
The Assistant Controller will manage accounting functions for a loan product, ensuring compliance and improving financial operations while mentoring team members.
Top Skills: Erp SystemsExcelNetSuite
Reposted 10 Days AgoSaved
In-Office
Austin, TX, USA
Senior level
Senior level
Fintech • Software • Financial Services
Lead credit underwriting and portfolio monitoring for small-business acquisitions (≈70% underwriting, 30% portfolio monitoring). Collaborate on due diligence, prepare credit memoranda for the Credit Committee, monitor monthly asset performance and covenant compliance, perform quarterly portfolio reviews, and advise senior leadership on capital allocation.
Top Skills: Excel
Reposted 10 Days AgoSaved
Easy Apply
In-Office
New York, NY, USA
Easy Apply
Senior level
Senior level
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.
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Reposted 10 Days AgoSaved
In-Office
Atlanta, GA, USA
Entry level
Entry level
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 10 Days AgoSaved
Remote
United States
170K-200K Annually
Senior level
170K-200K Annually
Senior level
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)
Reposted 10 Days AgoSaved
In-Office
San Francisco, CA, USA
160K-250K Annually
Expert/Leader
160K-250K Annually
Expert/Leader
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
Reposted 10 Days AgoSaved
In-Office
Chicago, IL, USA
170K-200K Annually
Senior level
170K-200K Annually
Senior level
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
Reposted 10 Days AgoSaved
Hybrid
2 Locations
Entry level
Entry level
Fintech • Financial Services
Submit your resume for consideration at Baselane, a financial management platform for landlords, to help build their team and product.
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