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Top Remote Fintech Finance Jobs
Fintech • Software
Lead complex accounting and tax operations for high-tier members, bridging bookkeeping and tax delivery. Review bookkeeping and federal/state returns, advise on multi-state compliance, nexus, rental property, K-1, payroll, and other complex issues. Mentor bookkeepers and tax staff, manage escalations, develop training and playbooks, and improve scalable workflows and service capabilities.
Top Skills:
CchConfluenceGoogle WorkspaceGosystemsJIRASlack
Fintech • Insurance
Maintains general ledger accuracy through journal entries, reconciliations, accounts payable approvals, payment administration, and month-end close activities. Owns insurance policy bordereaux review, investigates discrepancies, coordinates cross-functional resolutions, supports audits, and enhances accounting workflows and internal controls using technology and automation. Also monitors banking activity, analyzes financial data, and ensures compliance with accounting standards, insurance regulations, and trust accounting requirements.
Top Skills:
Accounting SoftwareAchFinancial DatabasesExcelMS OfficePivottablesRampVlookupWire Transfers
Fintech • Financial Services
Support annual budgeting, quarterly forecasting, long-range planning, scenario modeling, and maintenance of the three-statement financial model. Partner with department leaders on budgets, headcount, spending, and variances; approve and monitor vendor spend; support month-end close and reporting. Prepare investor and board materials, perform ad hoc analysis, and automate recurring reporting using finance and business intelligence tools.
Top Skills:
AdaptiveAirbaseAlephAnaplanCoupaExcelGoogle SheetsLookerNavanNetSuiteOmniPigmentRilletSQLZip
Fintech
Build and lead StartEngine’s robo-advisory investment function. Design the investment philosophy, IPS, risk-based model portfolios, fund and ETF lineup, rebalancing and tax-loss-harvesting logic, and product requirements for engineering implementation. Serve as the named investment leader in regulatory filings and client materials, collaborate with legal and compliance teams, establish compliant advisory talking points, and own the investment function while reporting to executive leadership.
Fintech • Payments • Software • Financial Services
Supports corporate compliance and merchant onboarding by reviewing KYC, CDD, and AML documentation; conducting adverse media, PEP, and sanctions screening; maintaining due diligence records; coordinating with merchants to complete onboarding; performing risk assessments for individuals and complex corporate structures; and assisting with compliance projects.
Top Skills:
Adverse Media ScreeningAmlCddEddKycPep ScreeningSanctions Screening
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Fintech • HR Tech • Insurance • Consulting
The Financial Consultant provides financial analysis, supports account teams with employee benefit programs, and evaluates coverage options to align with client goals and business objectives.
Top Skills:
Microsoft Office SuiteExcel
Fintech • Insurance • Financial Services
Paid summer tax internship supporting quarterly tax provisions, tax return preparation, state and federal filings, tax research, depreciation schedules, workpapers, invoice reviews, data validation, and reconciliations. The intern will work 40 hours weekly for 10–12 weeks, participate in professional development activities, and may travel occasionally to a corporate office.
Fintech • Financial Services
Leads advanced financial, estate, tax, retirement, business succession, and asset protection planning for high-net-worth and ultra-high-net-worth clients and advisors. Directs planning strategy, manages and mentors senior financial planners, develops scalable processes and tools, supports advisor opportunities, and collaborates with Product, Sales, Marketing, leadership, and external stakeholders. Presents complex wealth strategies, oversees written planning reports, and drives innovation in planning technology and client experiences.
Top Skills:
EmoneyHolistiplanMoneyguideproSalesforceSs Analyzer
Fintech • Financial Services
Support and enhance enterprise compliance programs by monitoring escalations, researching regulations, performing control testing and data analysis, preparing management and regulatory reporting, managing investigations and regulatory responses, and collaborating with multiple lines of business to implement improvements.
Top Skills:
SQL
Fintech • Real Estate • Financial Services
Own Fundrise’s tax function across REITs, RICs, TRSs, corporations, partnerships, and opportunity funds. Lead technical tax positions, risk assessment, compliance, investor reporting, transaction structuring, ASC 740 provisions, external advisor oversight, process automation, and a small senior team. Partner with Finance, Legal, Real Estate, Venture, Engineering, executives, auditors, and investors in a remote, rapidly evolving environment.
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