Top Tech Jobs & Startup Jobs

Lead complex financial analyses, forecasts, scenario planning, management reporting, and financial controls for FP&A. Drive finance transformation through process improvement, automation, data governance, scalable financial data models, AWS-based data solutions, and Power BI dashboards. Partner with FP&A, Actuarial, Capital Management, Investments, Technology, and business teams to improve reporting quality, efficiency, and decision-making.

Leads FP&A business analysis, financial controls, performance management, and finance transformation. The role drives planning and forecasting process improvement, reporting automation, data governance, financial data architecture, AWS-based solutions, Power BI dashboards, and executive decision support. It partners with Finance, Actuarial, Capital Management, Investments, Technology, Operations, and business leaders to improve reporting quality, efficiency, scalability, and actionable insight.

Designs and delivers onboarding and refresher training for licensed financial advisors, conducts call monitoring and interaction reviews, identifies compliance and performance gaps, provides coaching and feedback, documents quality findings, and partners with Compliance and business teams to ensure training aligns with firm policy.

Develops and supports Python- and .NET-based applications, APIs, automation tools, ETL processes, and cloud solutions. Responsibilities include software design, coding, testing, troubleshooting, production support, root cause analysis, data validation, and continuous improvement in an agile environment. The role uses AWS, databases, integration frameworks, CI/CD tools, distributed computing technologies, and scripting languages while collaborating with internal, offshore, and contract development teams.

Develops and supports Python- and .NET-based applications, APIs, automation solutions, ETL processes, and operational tools. Responsibilities include software design, coding, testing, documentation, cloud and data integration development, production support, root cause analysis, defect remediation, data validation, and continuous improvement. The role works collaboratively in an agile environment with developers and product owners and uses AWS, databases, APIs, distributed computing, and CI/CD technologies.

Leads an operational accounting center of excellence overseeing reconciliation, suspense accounting, cash activity, open-item aging, controls, reporting, forecasting, and process improvement. Partners with Finance, Risk, Internal Controls, and Operations to resolve accounting issues and reduce exposures. Manages departmental strategy, budget, staff hiring, coaching, performance, and development while ensuring compliance with enterprise risk and control standards.

Leads first-line operational risk management for Protection Solutions and Savings & Investments. Responsibilities include risk assessments, control evaluations and testing, issue remediation, emerging-risk identification, process and control improvements, risk reporting dashboards, and advising business leaders. Partners with operations, technology, compliance, legal, and second-line risk teams on strategic initiatives, process changes, and transformation efforts. Requires eight years of experience in risk, internal controls, audit, compliance, or governance.

Develop and maintain enterprise Finance reporting solutions using Power BI, data models, and DAX. Lead reporting initiatives supporting finance transformation, ERP modernization, GAAP reporting, and management reporting. Establish governance, data quality controls, documentation, and reporting standards. Collaborate with Finance, Accounting, Technology, and business stakeholders, provide technical oversight and mentorship, support audit and regulatory reporting, and advance self-service analytics, automation, and AI-enabled insights.

Manages the Information Reporting and Withholding team, interpreting IRS and state tax guidance, advising business lines on tax documentation and reporting, overseeing Forms 1099, 1098, and 1042-S filings, resolving compliance issues, delivering training, and improving processes and controls. The role also leads employees, manages competing deadlines, supports new products and transactions, and collaborates across business and operations teams.

The Product Strategist will manage product development and oversight of U.S. funds, including profitability analysis, market analysis, and representing the team in senior management discussions.