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Leads the consolidation close process, intercompany eliminations, allocations, close governance, and finance systems supporting them. Manages the Financial Systems & Operations team, owns NetSuite and FloQast processes, drives AI-enabled automation, reviews journal entries, supports technical accounting and audits, and coordinates quarterly variance analysis. Partners with Finance, IT, auditors, and senior stakeholders to improve controls, accelerate close timelines, and maintain audit-ready documentation.

Supports finance operations and consolidation accounting by managing quarterly analytics calendars, preparing variance and flux reporting, and assisting with eliminations and allocation journal entries. The role also supports NetSuite and FloQast systems, audit requests, close-process improvements, reporting enhancements, and AI automation initiatives. Responsibilities include maintaining recurring deadlines, explaining account-level financial detail, responding to stakeholder requests, and assisting with special projects.

Execute client and firm orders across equities, options, fixed income, and currencies while ensuring best execution and regulatory compliance. Investigate and resolve trade errors, monitor market exposure, apply risk mitigation strategies, maintain accurate trade records, and complete CAT, TRACE, and other regulatory reporting. The role requires strong market-structure knowledge, securities operations expertise, OMS/EMS experience, analytical problem-solving, communication skills, and sound judgment in a high-volume trading-desk environment.

Leads Service Management Analysts in delivering client support and meeting response and resolution SLAs. Oversees service queues, workflow allocation, escalations, quality assurance, operational metrics, trend analysis, process improvements, and team development. Partners with Operations, Compliance, Billing, Product, Engineering, and Account Management to resolve issues, improve workflows, reduce client friction, and maintain consistent, compliant service experiences.

Own the roadmap for cloud infrastructure products spanning AWS, GCP, and Azure, including migrations, provisioning automation, cost optimization, and AI-driven improvements. Analyze cloud costs, evaluate build-versus-buy decisions, define requirements, manage delivery, coordinate dependencies, and partner with engineering, finance, vendors, and leadership. Lead technical discussions, track OKRs and success metrics, advocate for the team, and mentor junior members.

Supports tax reporting and withholding operations for brokerage clients, including preparation and correction of 1099, 1042-S, and 5498 forms; IRS filing through FIRE and IRIS; W-8/W-9 validation; cost basis reporting; reconciliations; data quality reviews; client inquiries; and process automation. Ensures accurate, timely, and compliant reporting while investigating discrepancies, IRS rejections, withholding issues, and cost basis breaks.

The Sales Manager will coordinate sales activities, support strategic goals, engage with clients, conduct market research, and facilitate communication across teams to achieve sales targets.

The Sales Director will lead sales efforts for cloud-based fintech solutions, develop strategy, secure business opportunities, and maintain client relationships.

The Senior IAM Automation Engineer will transform identity and access management through automation, DevOps practices, and mentoring. Responsibilities include implementing Tines, using infrastructure-as-code, and collaborating with SecOps on emerging identity challenges.

The Sales Engineer provides technical support for SaaS solutions, builds client relationships, and collaborates with teams on solution design and product adoption.