Top Fintech Finance Jobs in Tallahassee, FL

Coordinates private equity client data workflows, including ETL, SQL-based extraction and reconciliation, portfolio monitoring, reporting, presentations, and process optimization. The role manages project schedules and deliverables across global teams, supports customer success and project managers, maintains client communications, and leads business intelligence initiatives. It requires financial data analysis, private equity or investment banking knowledge, advanced Excel, SQL, Power BI, strong communication, and cross-cultural collaboration.

Build and own an AI-native digital banking business, defining its proposition, roadmap, business model, and customer experiences. Lead accounts, cards, payments, savings, financial automation, and servicing initiatives while owning P&L, deposits, revenue, unit economics, and costs. Build the team and operational capabilities, collaborate with product, engineering, and AI teams, and manage banking partnerships, regulatory readiness, and market expansion.

Manage and execute daily trading operations, including rebalancing, model adjustments, tax-loss harvesting, reconciliations, cost basis updates, and money movement. Resolve complex trading issues, improve workflows, test software enhancements, collaborate with planners, custodians, and technology teams, maintain procedures, support onboarding, and lead operational projects. The role requires trading operations experience, knowledge of securities regulations and IRA rules, and proficiency with rebalancing systems and Excel.

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.

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.

Prepare and review complex retirement plan compliance tests, year-end packages, government filings, and regulatory forms including Forms 5500, 5330, and 8955-SSA. Reconcile plan assets, calculate contributions and corrective earnings, prepare plan documents, research compliance issues, support audits, and mentor team members. The role requires advanced retirement plan knowledge, accurate regulatory reporting, independent work, and collaboration across departments.

Supports the Chief Compliance Officer in executing the firm’s compliance program. Responsibilities include applying FINRA and SEC regulations, monitoring controls, improving processes, maintaining policies and supervisory procedures, reviewing communications, supporting regulatory examinations and filings, conducting branch inspections, and assisting with product governance.

Owns billing-related customer support, including invoice questions, payment issues, disputes, renewals, and dunning communications. Maintains enterprise subscriptions and billing details in Stripe, investigates usage discrepancies through internal dashboards, coordinates with Sales and Finance, completes vendor onboarding, and processes company vendor invoices. The role also improves billing documentation and helps ensure accurate, complete customer invoicing.

Evaluate and manage the most complex, high-impact life insurance underwriting cases. Audit underwriting decisions and medical summaries, handle appeals, fraud referrals and contestable claims, train and mentor junior underwriters, assist management with risk research and process improvements, and serve as a subject matter expert to ensure policy compliance and service deadlines are met.

Own revenue recognition under ASC 606 and support monthly revenue close, including contract reviews, journal entries, reconciliations, variance analysis, audits, and complex accounting judgments. Partner with Billing, FP&A, Legal, and Business Systems to resolve discrepancies, improve forecasting, enhance systems, automate processes, and maintain scalable revenue policies. Mentor junior accountants and support special projects.