Top Tech Jobs & Startup Jobs

Lead onshore and offshore accounting teams, oversee journal entries, reconciliations, and variance analysis using BlackLine and NetSuite. Ensure timely weekly/monthly close, support audits, drive process improvements, train staff, monitor KPIs, and handle complex accounting projects across business units while fostering a positive team culture.

Provide commercial and transactional legal support for Integrity Wealth, negotiating and drafting transaction documents, advising on advisor/client transitions, coordinating with compliance and regulatory teams, overseeing external counsel and E&O insurance, and assisting with dispute, arbitration, and litigation management.

Build financial models, forecast quarterly and annual profits, prepare cost projections, analyze and report financial status, research historical data, evaluate investments and risks, coordinate long-term planning with the CFO, participate in budgeting, review accounting transactions, and establish financial policies while maintaining confidentiality.

Ensure contracting data in the company CRM is accurate by entering, updating, and correcting records via manual entry and imports. Coordinate with carriers, internal teams, and department leads to validate contract and payee information, follow workflows, communicate updates, and suggest process improvements.

Source, attract, evaluate, and hire experienced financial advisors for the wealth management division. Manage full recruitment lifecycle, build industry relationships, collaborate with leadership on hiring needs, and ensure smooth onboarding and candidate experience while supporting advisor growth and client-facing activities.

Lead revenue recognition accounting for Health and Life businesses under ASC 606. Prepare month-end journal entries, reconciliations, LTV and contract asset reporting, cost of revenue analysis, disclosures, and ICFR/SOX compliance. Collaborate with Sales Ops, Commissions, FP&A, IT, and external auditors. Use analytics to identify variances and drive process improvements.

Support agents and agencies through contracting with health, life, and annuity carriers. Manage electronic documents, CRM data, and contract status; provide phone and email agent support; ensure compliance with HIPAA and regulatory guidelines; coordinate with sales, new business, and commission teams; train staff and maintain records.

Drive investment growth by building and deepening advisor relationships, supporting onboarding and training, partnering with product providers, running investment analysis and proposals, delivering targeted campaigns, and producing AUM and activity reporting to support business development.

Lead revenue recognition activities under ASC 606, prepare month-end journal entries, reconciliations, and financial disclosures. Oversee LTV assessments, cost of revenue accounting, and ICFR/SOX compliance. Collaborate with Sales Operations, FP&A, Commissions, and IT, use analytics to identify variances, support external audits, and drive process and control improvements.

Support monthly financial models, budgeting, forecasting, KPI reporting, variance analysis, and scenario modeling. Develop process improvements, produce financial presentations, partner with cross-functional teams, and perform ad-hoc analyses to inform leadership decisions.