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Fintech • Software • Financial Services
Provide retirement planning and investment advice to credit union members; build relationships; partner with marketing; train staff; produce investment reports; assist with administrative tasks while ensuring confidentiality and accurate transactions.
Artificial Intelligence • Fintech • Payments • Software • Financial Services • Cryptocurrency • Automation
As Head of Finance, you'll lead the finance function, manage financial governance, oversee budgeting and forecasting, and enhance finance systems.
Top Skills:
BillingErpReporting
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Fintech
The Senior Manager of Corporate Development will drive growth via M&A, strategic partnerships, and market expansion, analyzing and executing opportunities aligned with WagWay's strategic plans.
Top Skills:
Data Visualization ToolsExcel
Fintech • Payments • Financial Services
The Wealth Advisor manages existing and new client relationships, prepares and delivers financial plans, leads client communications, and assists with ongoing financial planning and portfolio management.
Top Skills:
Financial Planning Software
Fintech
The Payroll Accountant manages payroll for multi-state employees, ensures compliance with tax laws, assists with audits, and maintains payroll records.
Top Skills:
ExcelGoogle SuiteNetSuitePaylocityPower Query
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Fintech • Payments • Financial Services
The Vice President of Finance will lead finance strategy, oversee budgeting, manage financial systems, and build a finance team to drive growth for Citcon.
Fintech • Payments • Financial Services
Lead client accounting engagements: manage full-cycle close, produce monthly financial statements, review offshore accounting, handle AR/AP/payroll reconciliations, update forecasts and financial models, manage budgets, support tax compliance, and implement/use accounting and finance software.
Top Skills:
AdpAmazon FbaBillCin7ConcurExcelExpensifyFishbowlGustoJustworksNetSuitePaypalQuickbooksRampShopifySosStripeTrinetXero
Fintech • Software • Financial Services
Maintain and audit certificate rates and values, prepare quotes and illustrations, test product values and forms, diagnose and correct issues, respond to inquiries, document calculations, and produce reports while supporting administrative tasks.
Top Skills:
ExcelMS Office
Fintech • Software • Financial Services
Supports commercial lending by analyzing financial statements and borrowing bases, preparing credit memorandums, criticized/classified memos, and annual loan reviews in Credit Quest, monitoring loan compliance and reports, coordinating document collection and third-party reports, and ensuring adherence to bank lending policy and regulations while assisting loan officers through the approval process.
Top Skills:
Credit Quest
Fintech • Software • Automation
Manage transfer pricing services, optimize documentation and strategies for multinational enterprises using Aibidia's platform, ensuring compliance and efficiency.
Top Skills:
Aibidia PlatformTax TechnologyTransfer Pricing Documentation Software
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