Top Fintech Finance Jobs in Tallahassee, FL

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.

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.

Owns the consumer credit reporting and Fair Credit Reporting Act risk governance program. Leads Metro 2 file creation, data quality audits, CRA submissions, dispute management, root cause analysis, regulatory compliance, and exception resolution. Manages Dispute Analysts, oversees SLAs and quality assurance, and partners with Legal, Risk, Operations, and Engineering on automation, system enhancements, and continuous process improvement.

Develops and manages credit training programs, competency frameworks, curricula, completion tracking, and succession planning across SBA, commercial, and specialty lending products. Provides senior credit administration support by reviewing complex loans, enforcing underwriting and risk-rating standards, identifying problem credits, improving documentation and eligibility processes, and ensuring regulatory compliance. Partners with Credit, Training, Compliance, Quality Control, IT, Sales, and Operations teams to strengthen lending quality, workflow, and portfolio performance.

Reviews commercial credit files and portfolios to independently validate risk ratings, assess underwriting and portfolio management quality, identify problem exposures, analyze credit trends, and evaluate adherence to lending policies, regulations, and risk methodologies. The associate writes review reports, communicates findings and recommendations, collaborates with credit and business teams, participates in special projects, and maintains current knowledge of credit review practices and regulatory expectations.