Top Fintech Finance Jobs in Tallahassee, FL

Provide expert oversight of the Bank Secrecy Act (BSA) and AML program by reviewing transaction activity, conducting risk assessments, developing policies and procedures, supporting audits and regulatory exams, delivering training, investigating compliance issues, and reporting findings and recommendations to senior management.

Financial Advisors provide personalized investment solutions, analyze client data, conduct risk assessments, and develop sales strategies to exceed production goals.

Provide white-glove tax planning and prepare/review/file individual and related business returns for high-net-worth clients ($1M–$25M). Own equity-compensation strategy, solve complex tax edge cases, work directly with clients year-round, and translate tax decisions into reusable checklists and logic for the product's Tax Brain.

Lead accounting operations, financial reporting, controls, and strategic finance for a multi-channel CPG business. Own close processes, budgeting, forecasting, channel and margin analysis, inventory and cash management, systems improvements, and team leadership while partnering with executives, auditors, and cross-functional teams to scale finance functions.

Lead FP&A: own and evolve the integrated three-statement model, drive budgeting and rolling forecasts, build scenario and profitability analyses, own monthly reporting and KPI dashboards, support board/investor materials, implement FP&A infrastructure (Abacum), and partner with Sales, Product, and Operations on GTM and revenue forecasting.

Serve as primary investment advisor for high-net-worth clients, partnering with relationship managers to build holistic multi-asset portfolios, deliver CIO views, assess risk profiles, ensure suitability, and originate solutions across discretionary, advisory, capital markets, lending, and alternative investments.

Plan and execute internal audits, evaluate controls and compliance (including Regulation SCI and SOC 2), prepare audit reports, liaise with external auditors, monitor remediation, and present findings to management and the Audit Committee.

Lead financial planning, forecasting, reporting, and FP&A; build and manage finance team; provide data-driven strategic guidance to executive leadership and board; oversee financial systems, controls, KPIs, investor communications, and support M&A analysis.

This senior-level position involves business development for treasury management services, focusing on providing client solutions, achieving sales goals, and optimizing client relationships.

The Financial Systems Analyst will maintain financial systems, ensure compliance, aid month-end closures, and support finance team enhancements and reporting.