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Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
Lead FP&A for global Value Services supporting Customer Success, Professional Services, Support, and related teams. Partner with the CCO, manage a team of three, own budgeting, forecasting, financial modeling, performance reporting, executive presentations, ad-hoc analysis, process improvements, headcount and spend controls to optimize margins and support strategic initiatives.
Top Skills:
AnaplanChatgptCopilotGeminiExcelPowerPoint
Big Data • Cloud • Software • Database
Lead global Corporate FP&A: own forecasting/planning calendar, consolidate corporate forecasts, build and modernize planning systems (Pigment), apply AI automation, produce management reporting for senior leaders and Board, and manage a small team of analysts while partnering cross-functionally to drive process and system efficiencies.
Top Skills:
AIGoogle SheetsGoogle SuiteGsheet Plug-InsExcelPigment
Reposted YesterdaySaved
Fintech • Software • Financial Services
Manage end-to-end securities trade processing and settlement, perform reconciliations and investigations with custodians, improve back-office processes, conduct compliance audits, and maintain accurate transaction and account data to ensure operational integrity.
Top Skills:
BloombergDtccSwift
AdTech • Artificial Intelligence • Big Data • Machine Learning • Marketing Tech • Mobile • Software
Lead Commercial FP&A deliverables including daily/weekly revenue reporting, variance analysis, executive and Board materials, sales target-setting, commission reviews, and ad-hoc revenue analyses. Maintain and improve reporting infrastructure, partner with Revenue and Sales Operations, and provide concise commentary to support in-quarter decisions for commercial leadership.
Top Skills:
ExcelGoogle Sheets
Fintech • Financial Services
Lead strategy, development, and lifecycle management for trade finance products. Drive adoption, revenue growth, product performance analysis, risk mitigation, regulatory compliance, and cross-functional execution. Serve as product specialist for clients, support capital markets origination and structuring for international transactions, and manage product roadmaps through launch and optimization.
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AdTech • Artificial Intelligence
Lead capital allocation and marketplace economics for a creator-driven advertising marketplace. Build liquidity and pricing models, design and evaluate incentive experiments with Product/Eng/Data, own pricing and packaging strategy, and deliver long-range forecasts and scenario planning to drive growth and operating decisions.
Top Skills:
Ai Data Tools
Greentech • Hardware • Healthtech • Internet of Things
Lead AR and technical revenue processes including audit support, month-end close, revenue recognition, billing system ownership, reporting, collections, and cross-functional process improvements using AI and automation.
Top Skills:
ClaudeExcelGeminiNetSuiteSalesforceZendesk
Artificial Intelligence • Productivity • Sales • Software
Lead financial operations, compliance, and reporting for US, Brazil, and Mexico subsidiaries. Own GAAP accounting, close processes, tax and payroll compliance, audits, and intercompany reconciliations. Scale and mentor AP/payroll teams, drive ERP/automation and AI implementations, manage external advisors, and deliver timely financials and analyses.
Top Skills:
AIErp SystemsNetSuite
Beauty • Enterprise Web • Fintech • Payments • Software
Own monthly close, reconciliations, AP/AR, expense management, and audit support. Improve and automate accounting workflows (AI/automation), process vendor payments and employee expenses, and partner cross-functionally to keep financial records accurate.
Top Skills:
Ai ToolsAutomation ToolsErpExcelGoogle SheetsNetSuite
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance and advisory for high net worth clients, lead relationships, build teams, and ensure technical competency in tax services.
Top Skills:
AccountingCpaCpeTax Compliance
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