Reserve Operations Deputy 

Reports to: Treasurer & Reserves Operations Lead of Bridge National Trust Bank

1. Daily Reserve & Liquidity Operations

• Execute day-to-day reserve management activities, including cash positioning, settlement processing, and liquidity reporting.
• Perform daily reconciliations between on-chain liabilities and off-chain reserve assets across multiple custodians and banking partners.
• Support management of liquidity buffers and exception tracking.
• Assist in preparing reserve and liquidity dashboards, attestations, and transparency updates.

2. Mint/Burn & Transaction Flows

• Operate the daily mint/burn workflow, including validation checks, approvals routing, and end-of-day settlement processes.
• Monitor transaction queues, ensure timely settlement, and escalate anomalies immediately.
• Coordinate with engineering on any ledger or systems issues impacting mint/burn operations.

3. Treasury Controls & Documentation

• Maintain detailed operational playbooks, SOPs, and control checklists for reserve and treasury workflows.
• Ensure all treasury activities follow OCC-aligned internal controls, including segregation of duties, approval protocols, and recordkeeping.
• Assist in preparing documentation for audits, examinations, and internal testing.

4. Custody & Bank Partner Coordination

• Support the opening, maintenance, and monitoring of custodial and reserve accounts.
• Coordinate settlement instructions, cash movements, and reconciliation with bank and custodian partners.
• Monitor cut-offs, settlement windows, and operational SLAs.

5. Risk & Compliance Partnership

• Identify and escalate operational, liquidity, or reconciliation risks to the Treasurer Lead & CRO.
• Participate in operational risk testing, liquidity stress-testing exercises, and incident response scenarios.
• Assist with data collection and reporting for OCC supervisory requests.

6. Cross-Functional Collaboration

• Work with finance, engineering, product, and compliance to ensure reserve operations stay aligned with product flows and system changes.
• Support operational readiness for new issuances, new assets, or new banking/custody partners.

Who we are

About Stripe

Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.

About the team

The Network Partnerships team sits within the Partnerships organization and is a key component of Stripe’s success. Our team is responsible for developing and managing relationships with critical partners, such as Visa, Mastercard and American Express, which are fundamental to the success of Stripe’s product strategy and delivering new capabilities to Stripe users.

What you’ll do

Responsibilities

• Lead, inspire, and scale a high-performing team managing Stripe’s Network partnerships globally, actively driving the retention of top talent while navigating complex regional nuances and varying market demands across all geographies.
• Architect and socialize long-term partnership strategies, acting as the primary catalyst for organizational alignment. Rather than making siloed decisions, focus on aligning the Leadership Team (LT), Go-To-Market (GTM) organizations, and product teams around a shared, multi-year strategic direction.
• Balance long-term thinking with a bias for execution. Translate high-level strategy into actionable, pragmatic "first moves" and oversee the seamless execution of joint initiatives and new global offerings.
• Establish operational rigor and robust processes to ensure best-in-class partner and deal management rooted in milestone tracking, KPIs, and a portfolio of mutual interests.
• Drive cross-functional change management by leading with context and collaboration. Exercise executive presence to navigate complex organizational dynamics, strategic tradeoffs, and maintain oversight across internal stakeholders (risk, compliance, product, engineering, treasury, GTM, and regional teams), establishing a clear hierarchy of priorities that balances bold innovation with a deep respect for system complexity.
• Represent Stripe at industry events, forging close relationships with senior stakeholders, and championing Stripe’s value proposition across all global markets.

Who you are

We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.

Minimum requirements

• 15+ years of experience in strategic partnerships, business development, corporate development, or a related field, with a significant portion spent in senior executive leadership roles managing a global scope.
• 10+ years of deep domain experience related to payments or card networks globally, demonstrating an expert-level understanding of regional network economics, cross-border complexities, and alternative payment methods.
• Demonstrated executive presence and a highly collaborative approach, acting as a master orchestrator who excels at engaging, influencing, and aligning detail-oriented Leadership Team (LT) members rather than relying on top-down decision-making.
• 5+ years of experience leading and inspiring distributed global teams, with a proven track record of retaining high performers, overseeing complex cross-functional initiatives, and adapting strategies to local market demands.
• Proven ability to partner closely with Go-To-Market (GTM) teams to ensure partnership strategies directly support revenue growth, merchant adoption, and overall commercial success.
• Exceptional negotiation skills and leverage identification, with a history of expanding acceptance, launching new payment methods, and closing highly complex, multi-region commercial deals.
• Experience working in product-centric environments, successfully balancing an ambitious long-term vision with the operational realities of executing across internal and external dependencies.
• Outstanding written and verbal communication skills, with the ability to build consensus and navigate organizational dynamics at the highest levels of the company (C-suite and LT), both internally and externally.

Overview

The COO & Deputy Trust Officer will oversee the bank’s daily operational performance, ensure safe and sound delivery of stablecoin issuance, custody, reserve and settlement workflows, and help fulfill fiduciary obligations under OCC expectations (12 CFR Part 9).

Key Responsibilities

1. Bank Operations Leadership

• Lead all day-to-day operational functions for the trust bank including issuance operations, custody operations, reserve operations, reconciliation, and customer settlement flows.
  
  
• Design and maintain operational playbooks, business continuity procedures, and control frameworks aligned with OCC safety and soundness expectations.
  
  
• Oversee operational readiness for product changes, new asset types, new partners, and new currencies.
  
  
• Work closely with engineering to ensure operational workflows are ready to go.

2. Deputy Trust Officer Responsibilities (12 CFR Part 9)

• Support the Trust Officer in fulfilling fiduciary responsibilities for all custody and safekeeping activities.
  
  
• Oversee fiduciary recordkeeping, including account setup, segregation, ledger accuracy, and periodic reviews.
  
  
• Ensure trust operations meet OCC fiduciary standards, including §9.6 annual reviews, fiduciary audits, internal controls, and documentation.
  
  
• Act as acting Trust Officer when designated by the President/Board.

3. Operational Controls & Regulatory Compliance

• Implement and maintain OCC-aligned internal control systems across operations, custody, reconciliation, and settlement.
  
  
• Ensure compliance with GENIUS Act requirements related to issuance, redemption, and lawful-order execution.
  
  
• Partner with Compliance and CRO on operational risk testing, issue remediation, and supervisory responses.
  
  
• Maintain audit-ready documentation, operational logs, and evidence repositories for OCC examinations.

4. Cross-Functional Execution & Program Management

• Coordinate execution across engineering, legal, product, compliance, finance, and treasury teams.
  
  
• Lead operational readiness reviews for new features, new jurisdictions, and new integrations with custodians and banking partners.
  
  
• Drive cross-functional alignment on SLAs, exception handling, operational uptime, and incident root-cause analyses.

5. Third-Party & Vendor Oversight

• Oversee relationships with banking partners, reserve custodians, and critical vendors.
  
  
• Ensure all partners meet OCC third-party risk expectations.
  
  
• Maintain vendor performance dashboards, SLAs, due diligence packages, and ongoing monitoring.

6. Operational Resilience & Incident Response

• Own the bank’s operational continuity, incident management, and crisis playbooks.
  
  
• Lead triage and resolution of operational incidents, coordinating across engineering, custody, and compliance.
  
  
• Oversee post-incident assessments and ensure timely remediation.

7. Board and Executive Reporting

• Provide regular updates to the Board and Risk Committee on operational performance, control testing results, and emerging operational risks.
  
  
• Present metrics and KPIs related to mint/burn SLAs, reconciliation integrity, reserve operations, custodian performance, and operational incidents.

Qualifications

• 10+ years of experience in bank operations, trust operations, custody operations, or payments operations in a regulated financial institution.
  
  
• Proven experience managing high-volume, control-heavy operational environments.
  
  
• Deep familiarity with OCC regulatory standards, fiduciary banking requirements (12 CFR Part 9), and digital asset custody expectations.
  
  
• Experience with blockchain-based transaction flows, mint/burn operations, or digital asset custody preferred.
  
  
• Exceptional operational discipline and documentation skills.
  
  
• Strong collaboration and communication abilities, including experience working with auditors and federal regulators.

Treasury and Reserve Management, Lead
Reports to: President of the Bridge National Trust Bank

Reserve Management & Liquidity Operations

• Stand up daily liquidity management schedule, workflows, and reporting cadences.
• Ensure real-time reserve–liability reconciliation (on-chain vs. off-chain).
• Working with Product & Legal define reserve allocation strategy within regulatory constraints including GENIUS allowable reserve assets and concentration thresholds. 
• Establish automated alerting for reserve deviations, liquidity shortfalls, or reconciliation breaks.
• Build monthly reserve attestation package and external auditor engagement workflow.
• Working with Product to create a transparency reporting framework including public facing disclosures & attestations, dashboards, and methodology materials. 

Treasury Operations Setup

• Working with COO map all cash movement paths for mint, burn, redemption, custody, and funding flows.
• Build SOPs for treasury operations: asset–liability matching, settlement, reconciliation and exception handling.
• Working with Legal ensure custodial reserve account structures are documented accordingly.
• Implement settlement controls and dual-authorization workflows.
• Establish intraday liquidity monitoring and escalation processes.
• Coordinate with internal treasury on intercompany funding protocols and settlements.

Financial Risk Management Infrastructure

• Build liquidity risk metrics: ratios, liquidity buffers, mismatches, flow analytics.
• Develop interest-rate and market-risk monitoring for reserve asset performance.
• Participate in counterparty risk assessments for custodians, asset managers, and banks.
• Working with the CRO define risk appetite statements pertaining to liquidity and reserve management, asset concentration limits, and escalation thresholds and processes.
• Working with the CRO develop stress-testing scenarios. 
• Stand up early-warning indicator dashboard and risk reporting to CRO & management.

Regulatory & Compliance Alignment

• Working with COO document end-to-end reserve and treasury control framework aligned with OCC standards for custodial accounts (12 CFR Part 9).
• Build processes to meet GENIUS Act operational/attestation requirements.
• Working with Finance, prepare templates and workflows for supervisory reporting, including liquidity-related Call Report items.
• Create audit-ready documentation: policies, procedures, internal controls, testing evidence.

Custody, Infrastructure & Systems

• Evaluate and finalize custody providers; design account hierarchies and segregation.
• Implement safekeeping, recordkeeping, and reconciliation controls with custody partners.
• Work with product and eng to integrate mint/burn orchestration, ledger integrity checks, and monitoring tools.
• Working with the CRO ensure treasury and custody systems comply with OCC technology, cybersecurity, and TPRM expectations.
• Support development of real-time dashboards for reserve flows, positions, and exceptions.

Cross-Functional + External Coordination

• Partner with Product and Engineering on reserve flow design for new features or integrations.
• Establish communication and SLAs with external custodians, banks, auditors, and asset managers as applicable.
• Provide liquidity impact analysis for major operational changes.
• Create internal training for operations, finance, and engineering on reserve workflows and controls.

Program Governance & Execution

• Define KPIs and OKRs for treasury & reserves operations.
• Build a roadmap for system enhancements, automation, and reporting improvements.
• Stand up a cross-functional recurring forum for liquidity, reserves, and risk updates.

Who we are

About Stripe

Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.

About the team

The Accounting Team is responsible for understanding and telling Stripe’s financial story and shaping our collective understanding of how Stripe is performing as a business. Our primary focus is maintaining a well-controlled environment that effectively supports corporate governance, financial reporting and disclosure requirements. We advise and enable Stripe to grow. We operate in a fast-paced environment and collaborate significantly with cross-functional and international teams.

What you’ll do

In this role, you will own key corporate accounting areas and processes which support the recognition and reporting of financial results.  You will collaborate significantly with various stakeholders across finance, people, legal, product, and engineering teams to understand and advise on accounting treatment of underlying business initiatives and transactions. Other responsibilities include reconciling balance sheets and P&L accounts, and providing supplementary financial information for internal and external reports. You will implement and maintain effective control environments.

Responsibilities

• Plan and perform monthly and quarterly close activities, including balance sheet reconciliations, variance analyses and analytical reviews, producing internal management reporting and external audit support
• Research and prepare technical accounting analyses for new accounting pronouncements and/or business initiatives
• Develop and maintain accounting policies and procedural documentation
• Analyze financial performance, identify trends, and provide clear variance explanations to key stakeholders. 
• Participate in building scalable accounting processes to support global growth, including developing accounting requirements to enable automation of accounting procedures
• Assist in design, implementation and execution of effective internal control procedures
• Partner with Product, Systems, Treasury, Tax, People and Legal to support internal financial systems process improvements and automation

Who you are

We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.

Minimum requirements

• 6+ years of relevant public accounting and/or industry experience 
• B.A. or B.S degree in Accounting or Finance (CPA strongly preferred)
• Fluency in U.S. GAAP and ability to research complex accounting topics
• Excellent communication and organizational skills, both written and verbal
• Strong knowledge of Excel and experience working with large data
• Demonstrated experience partnering with cross-functional stakeholders
• Experience with internal controls (design, implementation and execution)
• Demonstrated history of taking on various types of challenging projects and producing results
• Solution-oriented mindset with enthusiasm for establishing best practices

Preferred qualifications

• Knowledge of (or experience in) the technology or payments industry
• SQL experience
  

Who we are

About Stripe

Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career.

About the team

The Finance & Strategy team is a key thought partner to Stripe’s product leaders. We bring financial rigor, strategic clarity, and analytical depth to the decisions that shape Stripe’s product portfolio and long-term growth strategy.

The Connect & Crypto F&S team sits at the intersection of two dynamic and high growth product areas. Connect is a scaled and complex product that powers Stripe Platform and Marketplace ecosystems. Crypto is a newer product area with rapidly evolving market dynamics focused on stablecoin markets. Together, these products require a finance leader who can operate across different stages of maturity, bring structure to complexity, and drive financial outcomes in an ambiguous environment. 

What you’ll do

We're seeking a seasoned finance leader to lead our Connect and Crypto F&S team. You’ll partner with the heads of product for Connect and Crypto, acting as a trusted financial and strategic advisor. You’ll lead a team that delivers the revenue forecasting, pricing and unit economic analysis, investment frameworks and strategic insights that enable these products to scale. You’ll translate complex financial analysis into clear insights for senior leadership. You’ll build the analytical infrastructure, including leveraging AI and tooling, to ensure this team best-in-class financial insights and analysis.

Responsibilities

• Own revenue forecasting and performance management across Connect and Crypto, including volume trends and unit economics. Develop and maintain integrated financial models that reflect underlying product drivers.
• Establish and maintain key business metrics and KPIs to measure performance of new and existing products. Present performance in business forums, highlighting drivers, risks and actionable insights.
• Drive strategy and decision-making by bringing rigorous financial analysis and product and industry expertise to help product leaders evaluate tradeoffs and shape strategic roadmaps.
• Lead the quarterly forecast and annual strategic financial planning process. Develop long range financial models with scenario analysis and actionable recommendations on growth, monetization and where to prioritize investments.
• Serve as a key contributor to key business reviews and leadership forums, translating complex product economics into clear insights for executive audiences.
• Build, lead and develop a high performing team of finance & strategy partners. Align and scale the team to support product growth.
• Drive process improvement and analytics scalability, partnering cross-functionally to evolve data infrastructure, reporting and analytics. Identify opportunities to leverage AI and automation to enable the team to operate at the leading edge of financial analysis. 

Who you are

We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.

Minimum requirements

• 12+ years of relevant experience in product finance, strategic finance or FP&A, preferably at a high growth payments, fintech, marketplace/platform, or enterprise SaaS business
• Deep experience in revenue-oriented financial modeling (e.g. pricing analysis, unit economics, volume/take-rate forecasting, deal economics) with the ability to architect complex, integrated models
• A proven track record of partnering with senior product or business leaders, translating complex financial data into clear and compelling narratives, and influencing strategic decisions through financial analysis and insights
• Demonstrated success building and leading high-performing finance teams, including hiring, developing, and retaining top talent
• Comfort operating in ambiguous, fast-moving environments and an ability to create structure and clarity
• Working knowledge of SQL and comfort working with large, complex datasets
• Excellent written and verbal communication skills with experience preparing materials for and presenting to senior leaders

Preferred qualifications

• Experience in or exposure to crypto, stablecoins, digital assets, or blockchain-based financial products
• Experience with marketplace or platform business models and multi-sided network economics
• Experience working closely with different Finance functions (e.g. Accounting, Tax, Treasury, IR)
• Familiarity with leveraging AI/ML tools to enhance and automate financial analysis. Experience working with Python, Anaplan, Tableau, or equivalent tools is a plus
• Experience in a high-growth, rapidly scaling environment

⛵️ About Wholesail

Wholesail is an early stage startup that builds software to connect wholesalers and their buyers by automating and digitizing invoicing and payment in the $5 trillion wholesale trade industry. The company’s first product is an electronic invoicing and payment portal for wholesale sellers, which allows them to get paid faster and decrease losses. For buyers, Wholesail automates the accounts payable & expense management process to save them time and money. Wholesail’s initial industry focus is to build a network effect driven payment business in the highly fragmented $1 trillion US food distribution market, in which invoicing and payment is nearly entirely paper-driven today. 

Wholesail was founded by a team of engineers, product managers, and designers whose prior startups were acquired by OpenTable, and the company is well funded with backing from a half dozen VCs and 20+ angel investors including early executives and team members from Stripe, Square, Dropbox, Yelp, OpenTable and Everlane.

Are you fascinated by how people use products, actively seek to understand the “why” behind product decisions, and approach product building as a craft? Are you passionate about working with other experienced engineers who have a passion for their craft? We'd love to have you join our voyage as a founding member of our product engineering team.  

🛠 About the Role

As an early engineer, you’ll build new features and internal APIs to create value for the suppliers and buyers on our network. Your work will skew towards backend development, but you'll end up working up and down the stack and you’ll spend a lot of time with our sales and support team and our customers to figure out the details of the products you craft. Our small product team wears many hats, so you'll get significant exposure to many areas adjacent to engineering: design, marketing, customer success, sales, and all of the functions of an early stage startup.

As a product oriented member of our engineering team, you’ll couple strong technical execution with an active voice in shaping the product through contribution in product conversations and identifying product/technical tradeoffs. You’ll participate in different styles of execution based on the stage of product development – from iterating quickly on an experiment with intentionally scrappy code to building sustainable systems that serve as a foundation for years to come.

Most significantly, you'll be building the company with us. We are early on our voyage and there are vast uncharted seas ahead. We want to work with fellow Wholesailers who care deeply about the process of building an enduring company: from what values we embrace, how we build our teams, decisions about how we grow our business, and everything in between.

🚀  You’d be great a great fit for our voyage if you… 

• Are naturally curious about and have a keen interest in understanding the "why?" by digging into the nuts-and-bolts of how things work as a first principles thinker.
• Think deeply about products – from building empathy for users, to understanding how a product works, how it fits into a complex system, and how it creates business value.
• Obsess about the details of your craft whether it’s designing a new abstraction layer, building an API for a colleague on the frontend team or shipping a pixel perfect feature.
• Quickly build intuition in new domains and are able to articulate product/engineering tradeoffs early on while also pragmatically handling (and minimizing work on) edge cases.
• Estimate and prioritize when faced with different proposed solutions, to help guide the team towards building the most impactful products.
• Strive to quickly deliver value through rapid product validation cycles and have a keen ability to identify quick wins that create value for customers.
• Use data to guide your understanding of user behavior and inform the decisions you make to maximize building value for customers.
• Strive for end-to-end ownership of your work, are proactive with sharing product ideas/opinions, and seek early feedback from other members of your team.
• Build empathy and relationships with strong listening, written, and verbal communication skills – particularly with non-engineering folks such as designers, PMs, support and sales.

🤝 Engineering Culture & Environment

At Wholesail, we started as a team of senior engineers who are passionate about using technology to build products and tools to improve the lives of buyers and sellers in the wholesale industry. Many of us have a background working on technologies used in the relevant food and payments industries, and together with our cross-functional partners, we strive to learn about the problems that our customers in the wholesale industry are facing, so we can work hard to provide solutions for our buyers and sellers.  

Wholesail provides products that help our customers make payments and process orders, which are essential to our customers' business, and therefore we have a strong focus on security, reliability and system performance. We emphasize good engineering practices, and adopt test-driven development and continuous deployment to iterate quickly and confidently. We identify and eliminate or mitigate the impact of single points of failure in our systems. We also genuinely take pride in the craftsmanship of the code we produce, and we love to work with colleagues whose work we respect. Intermixed with all of this is a sense of good humor, and an earnest enjoyment in working together.

Wholesail’s tech stack starts with Java services running in Kubernetes (GKE on Google Cloud Platform), with PostgreSQL as the database. The frontend is a React-Native single page application that is served statically.  The Wholesail platform integrates with third party services and APIs, including Plaid, Stripe, Modern Treasury and QuickBooks, among other systems. Given the financial and accounting nature of the product, the company has invested in extensive testing infrastructure. In addition to more traditional automated testing, we built orchestration that provisions independent copies of the entire service architecture with candidate releases to test the system, end-to-end, before rolling out new changes.

About the role

Anthropic is building Treasury with scale and automation in mind from the start. We're creating modern, well-controlled processes that can grow with the business; supported by strong systems, clear governance, and practical use of AI-enabled tools. We're designing touchless, AI-native workflows from day one, with SOX-grade controls built in rather than bolted on.

This role reports to the Treasury Ops Lead and plays a central part in building and running the company's Treasury Operations foundation. You'll manage core activities: daily cash positioning, global bank account administration, intercompany funding, payment controls, and Treasury reporting - while improving processes so the function scales efficiently as the company grows.

This is a hands-on role for someone who enjoys both execution and process building. You should be comfortable running key day-to-day activities while identifying opportunities to improve, automate, and strengthen controls.

You'll be the second person in a Treasury Ops function at a company that's growing fast and building deliberately. The processes you design in your first six months are the ones the company runs on at 10x scale. The ownership is end-to-end, and the toolkit is ours - you'll design Treasury workflows that are AI-native from the first draft, the way only Anthropic can.

What you'll do:

Core Treasury Operations

• Manage daily cash positioning across entities and currencies, including tracking balances and consolidating cash activity

• Lead global bank account management; account opening and closing coordination, signer updates, KYC documentation, and portal administration

• Help design and manage intercompany settlement and funding processes, including documentation and ongoing improvement

• Maintain short-term cash forecasting, including variance tracking and reporting

• Support payment workflows and controls; approval routing, exception handling, operational process improvements

• Support Letter of Credit and Bank Guarantee issuance and post-M&A Treasury integration activities

Systems & Automation

• Support TMS implementation, bank connectivity, reporting enhancements, and process standardization

• Design the "Claudification" layer: identify which workflows go touchless, build the automation, keep humans in the decisions that need judgment

• Partner with Finance Systems to simplify and automate Treasury processes

• Own Treasury data quality - the source of truth that everything downstream depends on

Controls & Governance

• Execute Treasury processes with strong focus on controls, documentation, segregation of duties, and audit readiness

• Support development and maintenance of Treasury policies, procedures, and control documentation

• Document Treasury controls for SOX readiness; not as a separate project, but as how the work gets done

• Partner with Accounting on close activities, reporting, and audit requests

What we're looking for:

• 5–8 years in Treasury operations, ideally at a growth-stage or scaling company where you saw processes get built, not just inherited

• You currently own the daily cash position. You log into the bank portals, you run the position, you execute the wires. This is a doing role, not a managing role

• Treasury-native depth. You came up through Treasury; TMS, KYC mechanics, bank account administration, cash positioning judgment. This isn't a payments-processing seat; it's a Treasury seat

• Player-coach DNA. You still do the work; run the cash position, chase the KYC doc, troubleshoot the wire - while building the system so nobody has to do it manually next quarter

• Hands-on TMS experience. You've worked in a Treasury Management System (Kyriba, GTreasury, Trovata, Quantum, or similar): configured it, broken it, fixed it. Implementation experience is a plus but not required

• SOX in your DNA. You think in audit trails, approval chains, and segregation of duties; not because compliance makes you, but because well-controlled processes are the ones that scale

• Comfort with ambiguity. There's no playbook here. You'll write it

• AI-first mindset. Not a prompt engineer; a Treasury person who wants the model handling data so you can focus on decisions.

Strong candidates may also have:

• Exposure to SOX readiness or IPO prep, even as a contributor

• Multi-entity, multi-currency operations background

• Worked with bank APIs or Treasury aggregators (Trovata, Kyriba, or direct connectivity)

• APAC or EMEA bank account opening experience

About the Role

The Head of Financial Systems will own the strategy, implementation, and continuous improvement of Scale AI's finance technology stack. You are a builder-first leader who blends enterprise architecture with AI automation - eliminating manual workflows, tightening the financial data fabric, and enabling the Finance team to move with the speed and rigor the business demands. You will be the primary technology partner to the Finance leadership team, and the person ultimately accountable for the reliability, scalability, and intelligence of every system that touches the financial close, revenue, and spend lifecycle.

Key Responsibilities

ERP Ownership & Optimization Own the full lifecycle of our ERP environment (NetSuite or equivalent), including architecture, configuration, integrations, and roadmap. Ensure the platform reliably supports the General Ledger, AP, AR, Procure-to-Pay, Fixed Assets, Revenue Recognition, Sales Audit, and International Consolidations & Reporting.

Order-to-Cash & Procure-to-Pay Drive end-to-end process excellence across Order-to-Cash (Sales/Revenue Capture, Sales Audit, Billing) and Procure-to-Pay (Direct & Indirect Purchasing). Identify gaps between upstream systems and ERP, and close them through disciplined integration design.

AI Agent Deployment Identify opportunities to replace manual finance workflows with AI/LLM-powered agents. Build and manage internal agents that automate forecasting inputs, variance analysis, close task management, and reconciliation — reducing cycle time and surfacing actionable insights for Finance leadership.

Systems Integration & Data Architecture Design scalable data flows and APIs that connect the ERP to adjacent finance tools (billing, expense, FP&A, treasury) into a cohesive, auditable ecosystem. Ensure clean, governed data movement from source systems to the general ledger and reporting layer.

Operational Excellence & Controls Establish disciplined change management, clear data governance, and measurable SLAs across all financial systems. Stabilize environments to support audit readiness, SOX compliance, and regulatory requirements.Finance Stakeholder Partnership Serve as the primary technology partner to the CFO, Controller, FP&A, and Accounting teams. Translate complex technical constraints into business outcomes and align system roadmaps with Finance's strategic priorities.

Team Leadership Build and lead a high-impact Finance Systems team. Foster a culture of curiosity, speed, and user-centricity — where the team is as proud of a clean reconciliation workflow as any external product shipped.

What You'll Bring

• 8+ years of experience leading finance systems or enterprise application functions in a fast-paced, high-growth environment
• Deep, hands-on knowledge of ERP platforms (NetSuite strongly preferred) across core modules: GL, AP, AR, Fixed Assets, Revenue Recognition, Procure-to-Pay, Sales Audit, and International Consolidations
• Strong understanding of Order-to-Cash and Procure-to-Pay process design, including the touchpoints between upstream sales/procurement systems and the ERP
• Strong understanding of Sox IT General controls and track record implementing them
• Proven track record designing and deploying AI/LLM-powered workflows or agentic systems to improve Finance team efficiency
• Ability to design and govern scalable integrations and data flows across SaaS tools
• Experience influencing Finance leadership, translating technical complexity into clear business decisions
• Proficiency is an iPaaS platform (e.g., Workato, Mulesoft, Boomi, etc.) - Workato Certification is big plus
• Proficiency in Python or SQL to personally prototype, audit, and quality-check automation logic
• Familiarity with adjacent Finance tooling: expense management, FP&A platforms, billing systems, and treasury tools

This is Adyen

Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. 

For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster.

Business Analyst, Merchant Finance and Treasury

Adyen is looking for a Business Analyst to join the Merchant Finance and Treasury team in San Francisco. As Merchant Finance & Treasury we are the financial backbone of Adyen; optimizing and automating financial processes for scale, mitigating risks, and enabling growth through customer-centricity, operational excellence, innovation and integrity.

This is a varied, hands-on role in which you will execute, monitor, and reconcile high-volume daily payout processes to ensure timely and accurate disbursements to our Merchants. Your responsibilities will range from solving daily operational problems and optimising our financial processes, to ensure we scale for the future. 

What you’ll do

• Monitor our daily Payouts operation, managing exceptions, failures and rejects, working with external partners and internal teams to solve issues swiftly;
• Monitor and execute daily Cash-Management operations to ensure balances are available to cover the Payouts. 
• Improve internal daily processes, with a focus on payouts to merchants, to help scale our business;
• Provide internal stakeholders with insights into our key financial and operational processes to influence key decision making and help Adyen scale further;
• Use Data analysis to solve business problems; draw conclusions and recommendations for optimization and automation; 
• Partner with our technical and products teams to design,automate and improve our processes as well as having controls and monitoring in place; 
• Build relationships with both internal and external stakeholders to ensure effective management and communication of progress to all parties. 

Who you are

• 2-5 years work experience;
• Work experience in a high-volume payouts in accounts payable, treasury operations, acquirers or banking operations role is a plus;
• Excellent analytical skills and the ability to translate detailed requirements into business solutions;
• Knowledge about payments ecosystem (e.g. ACH) in the US is a plus;
• Experience with process improvement, optimisation and/or automation is a plus;
• Strong proficiency in Excel, as well as experience with data analysis and monitoring tools such as Looker and Grafana are a plus;
• Ability to interface and cooperate seamlessly with a global team;
• Exceptional attention to detail, a strong sense of ownership and quick to pick-up the phone to involve multiple teams;
• Ability to work independently, manage priorities, and meet strict daily deadlines.

Please note that this role is a full-time position in San Francisco. It will require a relocation in case you live outside of the city.

The annual base salary range for this role is $105,000.00 - $137,000.00; to learn more about our compensation philosophy, please click here.

Our Diversity, Equity and Inclusion commitments 

Our unique approach is a product of our diverse perspectives. This diversity of backgrounds and cultures is essential in helping us maintain our momentum. Our business and technical challenges are unique, and we need as many different voices as possible to join us in solving them - voices like yours. No matter who you are or where you’re from, we welcome you to be your true self at Adyen. 

Studies show that women and members of underrepresented communities apply for jobs only if they meet 100% of the qualifications. Does this sound like you? If so, Adyen encourages you to reconsider and apply. We look forward to your application!

What’s next? 

Ensuring a smooth and enjoyable candidate experience is critical for us. We aim to get back to you regarding your application within 5 business days. Our interview process tends to take between 3 or 4 weeks to complete. Don’t be afraid to let us know if you need more flexibility.

About the Role

Reporting to the Chief Legal Officer, this role leads the Stitch Fix Legal team’s securities and corporate governance function with responsibility for public company reporting, board governance, corporate transactions, and equity plan administration. You will partner closely with Finance, Investor Relations, Treasury, Total Rewards, and Communications, and advise senior leadership on high-impact matters. This is a visible role with meaningful autonomy and broad scope across a public, technology-driven retail company.

Preference will be given to candidates in the San Francisco Bay Area (2+ days/week in office). Remote U.S. candidates will also be considered, with travel to San Francisco 4-6 times per year.

You're excited about this opportunity because you will…

• Be the company’s corporate legal expert and part of our collaborative, customer-service oriented in-house legal team that is dedicated to advancing the company’s strategic initiatives and operations
• Lead preparation and review of SEC filings, including Forms 10-K, 10-Q and 8-K, proxy statements, registration statements and Section 16 reports
• Advise the CEO, CFO, and Investor Relations on earnings materials, disclosures, and investor communications
• Serve as Assistant Corporate Secretary; manage board and committee governance, including attendance at all Board Committee meetings
• Own the company's securities compliance framework (SOX, Dodd-Frank, Reg FD, Nasdaq standards, insider trading), including policy development and training
• Advise on corporate governance, executive compensation, and related policies and procedures
• Manage outside corporate counsel across your areas of responsibility
• Lead corporate financing, M&A, and capital markets transactions
• Monitor regulatory developments and implement changes to maintain best practices
• Oversee corporate insurance

We’re excited about you because…

• You have a J.D., exceptional academic credentials, and 7+ years of relevant experience, including at a leading law firm practicing public company representation and in-house at a public company
• You have deep expertise in U.S. securities regulations, corporate law, and corporate governance, with hands-on experience coordinating and filing SEC disclosure documents
• You have experience administering equity compensation programs, including executive and broad-based plans
• You have working knowledge of public company accounting principles, financial statements, and related finance concepts
• You are a strategic, practical thinker with keen interpersonal skills who communicates complex regulatory matters effectively to senior leadership
• You have a demonstrated ability to leverage AI tools to enhance productivity and improve legal work product
• You have an ownership mindset and the ability to operate independently in a high-visibility role
• You are active and in good standing of at least one U.S. state bar

Why you'll love working at Stitch Fix...

• We are a group of bright, kind people who are motivated by challenge. We value integrity, innovation and trust. You’ll bring these characteristics to life in everything you do at Stitch Fix.
• We cultivate a community of diverse perspectives— all voices are heard and valued.
• We are an innovative company and leverage our strengths in fashion and tech to disrupt the future of retail. 
• We win as a team, commit to our work, and celebrate grit together because we value strong relationships.
• We boldly create the future while keeping equity and sustainability at the center of all that we do. 
• We are the owners of our work and are energized by solving problems through a growth mindset lens. We think broadly and creatively through every situation to create meaningful impact.
• We offer comprehensive compensation packages and inclusive health and wellness benefits.

What You’ll Do:

About the Team

The Strategy and Transformation team within the CIO organization partners closely with Finance, Accounting, and business leaders across CoreWeave to build and scale the systems, processes, and data foundations that power the company’s rapid growth. The team owns enterprise technology strategy and execution across critical Finance domains, driving operational excellence through automation, integrations, analytics, and AI-enabled capabilities. This team operates at the intersection of Finance, Product, and Engineering, collaborating across GTM, Supply Chain, HR, Legal, Data, and Infrastructure organizations.

About the Role

We are seeking an experienced Product Manager, Finance Systems to shape the future of CoreWeave’s Accounting and Finance technology landscape. In this role, you will own the vision, roadmap, and execution for Finance systems and platforms supporting Accounting, FP&A, Tax, Treasury, Revenue, AP/AR, Fixed Assets, and Finance Operations. You will partner closely with Finance stakeholders, IT Engineering, Data, Security, and business teams to deliver scalable, AI-enabled solutions that improve automation, controls, and operational efficiency. This role is highly cross-functional and will lead strategic initiatives across platforms including NetSuite, SAP, Coupa, Anaplan, RevPro, Vertex, Workato, and enterprise data platforms.

You will:

• Define and own the multi-quarter product roadmap for Finance systems across GL, AP/AR, Revenue, Fixed Assets, Tax, Treasury, FP&A, Planning, Forecasting, Cost Accounting, and global Finance operations.
• Drive roadmap prioritization using measurable outcomes such as close cycle reduction, automation rates, SOX compliance effectiveness, data quality, and Finance productivity improvements.
• Lead discovery, requirements gathering, and solution design across Finance domains and adjacent systems including GTM, Supply Chain, HR, Legal, and Data platforms.
• Partner with Engineering, Integrations, Data, and Security teams to deliver scalable end-to-end solutions from ideation through launch and iteration.
• Evaluate and execute build vs. buy vs. extend decisions across Finance applications, integrations, and AI-powered automation opportunities.
• Identify opportunities to improve Finance processes through AI-enabled workflows, reconciliations, anomaly detection, approval copilots, and close automation.
• Manage Finance systems operating cadences including intake processes, prioritization, release management, change management, and post-launch KPI tracking.
• Ensure Finance applications and integrations are designed for auditability, observability, resiliency, and SOX-compliant controls.
• Partner with Compliance, Internal Audit, and external auditors to maintain governance and control standards across Finance systems.
• Manage vendor relationships and platform roadmaps across Finance technologies and strategic partners.

Who You Are:

• 5+ years of product management, systems ownership, or equivalent experience delivering Finance systems and internal enterprise products in agile environments.
• 3+ years of direct Finance domain experience supporting Accounting, FP&A, Tax, Treasury, Revenue, or related Finance functions.
• Demonstrated experience owning Finance application roadmaps, backlogs, PRDs, user stories, prioritization, and iterative product delivery.
• Strong functional understanding of Finance processes including GL, AP/AR, Revenue Recognition, Fixed Assets, Treasury, Tax, FP&A, and forecasting workflows.
• Hands-on experience configuring or implementing NetSuite and SAP Finance modules, including GL, AP/AR, Fixed Assets, Cost Centers, Consolidations, or related functionality.
• Experience with Finance platforms such as Coupa, Zip, Ironclad, Vertex, Anaplan, Kyriba, Costar, RevPro, or similar enterprise systems.
• Experience delivering enterprise integrations and workflows using platforms such as Workato or similar iPaaS technologies.
• Proven experience leading cross-functional Finance systems projects from discovery and design through implementation, rollout, and adoption.
• Strong understanding of enterprise data flows and integrations between Finance systems and upstream/downstream applications.
• Experience working in SOX-compliant environments with audit, compliance, and controls requirements.
• Proficiency with Agile methodologies and tools such as Jira, Scrum, or Kanban.
• Bachelor’s degree or equivalent practical experience.

Preferred:

• Experience in high-growth SaaS, cloud infrastructure, or data center environments.
• Experience building or implementing AI-enabled Finance automation solutions.
• Experience with Finance analytics and reporting tools such as Tableau.
• Exposure to global Finance operations, multi-entity and multi-currency environments, and localization requirements.

Wondering if you’re a good fit?

We believe in investing in our people and value candidates who bring diverse experiences and perspectives to our teams — even if your background doesn’t align perfectly with every qualification listed.

Here are a few qualities we’ve found successful on this team:

• You enjoy solving complex operational and systems challenges at scale.
• You’re curious about how automation and AI can transform Finance operations.
• You thrive in highly cross-functional environments that require balancing technical and business priorities.
• You enjoy building structure and scalable processes within fast-growing organizations.
• You’re comfortable navigating ambiguity and driving clarity across stakeholders and teams.

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast! We’re in an exciting stage of hyper-growth that you will not want to miss out on. We’re not afraid of a little chaos, and we’re constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values:

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization’s growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!

The base salary range for this role is $139,000 to $204,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

Sales at Brex
Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do
As a Banking Relationship Manager on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products. As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth.

You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers. 

Where you'll work
This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep)
• Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers
• Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales
• Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing
• Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company
• Focus on self-development with daily training and enablement
• Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals

Requirements

• 3+ years of outbound sales experience in financial services, fintech, or with early stage companies
• Excellent communication skills to drive conversations with Executive C-Suite decision makers
• Experience carrying quota and a proven track record of hitting and exceeding quotas
• B.A or B.S degree from a 4-year university

Bonus points

• Series 7 & 63 license (active or able to be re-activated)
• Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. 

Compensation
The expected OTE range for this role is USD $132,888 - $166,110. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Sales at Brex
Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do
As a Banking Relationship Manager on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products. As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth.

You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers. 

Where you'll work
This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep)
• Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers
• Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales
• Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing
• Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company
• Focus on self-development with daily training and enablement
• Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals

Requirements

• 3+ years of outbound sales experience in financial services, fintech, or with early stage companies
• Excellent communication skills to drive conversations with Executive C-Suite decision makers
• Experience carrying quota and a proven track record of hitting and exceeding quotas
• B.A or B.S degree from a 4-year university

Bonus points

• Series 7 & 63 license (active or able to be re-activated)
• Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. 

Compensation
The expected OTE range for this role is USD $132,888 - $166,110. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Role Overview

We are seeking an analytical and technically skilled professional to lead the implementation, management, and ongoing enhancement of our cash flow engine. This role will be responsible for modeling balance sheet cash flows, supporting interest rate risk (IRR) analytics, and ensuring the integrity of key metrics such as Net Interest Income (NII) and Economic Value of Equity (EVE).

The ideal candidate brings a strong understanding of asset-liability management (ALM), behavioral modeling, and financial modeling frameworks, along with the ability to translate complex assumptions into actionable insights.

Key Responsibilities

• Support the vendor selection and system implementation of the firm’s cash flow engine / ALM system
• Develop, maintain, and enhance cash flow models for assets and liabilities that will be used for risk monitoring and balance sheet forecasting
• Produce and analyze interest rate risk metrics, including NII and EVE under various scenarios
• Design, document, and support behavioral assumptions (e.g., prepayments, deposit decay, betas, non-maturity deposit modeling)
• Partner with Finance and Risk teams to ensure alignment of modeling assumptions and outputs
• Perform scenario analysis and sensitivity testing to support balance sheet strategy and risk management
• Ensure data integrity, model accuracy, and compliance with internal policies and regulatory expectations
• Support model validation, audit, and regulatory review processes
• Identify opportunities to improve automation, efficiency, and model sophistication

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related field (advanced degree preferred)
• 5+ years of experience in bank ALM, bank Treasury, IRR modeling, or quantitative finance
• Strong understanding of:
• Bank balance sheets, products, and cash flow drivers
• Net Interest Income (NII) modeling
• Economic Value of Equity (EVE)
• Interest rate risk frameworks
• Cash flow hedging
• Experience developing and supporting behavioral models and assumptions (e.g., deposits, loans, prepayments)
• Hands-on experience with ALM or cash flow engine platforms (e.g., QRM, Empyrean, BancWare, or similar)
• Strong quantitative and analytical skills; proficiency in Excel and/or programming tools (Python, SQL, R a plus)
• Ability to communicate complex modeling concepts to non-technical stakeholders

Preferred Skills

• Experience in banking* or financial services
• Familiarity with regulatory expectations for IRRBB and model risk management
• Experience with model validation or governance frameworks
• Strong problem-solving mindset with attention to detail

What Success Looks Like

• A fully implemented and reliable cash flow engine supporting accurate NII and EVE projections with up to monthly production runs
• Well-documented and defensible behavioral assumptions
• Supporting a cross functional operating model for balance sheet forecasting
• Clear, actionable insights that inform balance sheet and risk management decisions
• Scalable modeling infrastructure that evolves with the business

Compensation

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees in New York City, Seattle, Los Angeles or San Francisco: $207,800 - $259,800
• US employees outside of New York City, Seattle, Los Angeles or San Francisco: $187,000 - $233,800
• Canadian employees (any location): CAD  196,400 - 245,500

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-JD1

As the Director of Corporate Treasury at Okta, you will be a cornerstone of our Global Finance organization. Reporting directly to the Treasurer, you will oversee our capital structure, liquidity management, and financial risk mitigation strategies. This is a high-visibility leadership role where you will manage a global balance sheet while leading a critical digital transformation through the implementation of Kyriba.

Key Responsibilities

Investment Management & Capital Allocation

• Portfolio Management: Oversee the company’s investment portfolio, ensuring adherence to the Corporate Investment Policy while optimizing yield within risk parameters.
• Capital Allocation Modeling: Develop sophisticated financial models to evaluate capital allocation strategies, including share buybacks, debt repayment, M&A funding, repatriation, and internal R&D investment.
• Strategy Benchmarking: Monitor market trends and peer benchmarks to advise the Treasurer and CFO on optimal capital structure and return-of-capital frameworks.

Cash & Liquidity Management

• Global Liquidity: Direct global cash positioning, forecasting, and liquidity planning to ensure optimal funding for operations and M&A activity.
• SaaS Cash Conversion: Optimize the "Cash Conversion Cycle," managing the nuances of high-volume recurring billing and deferred revenue impacts on liquidity.
• Banking Relations: Oversee global banking relationships and the administration of bank accounts, investment accounts and portals.

Strategic Project Leadership (Kyriba Implementation)

• Functional Project Ownership: Serve as the primary Business Lead for the global rollout of Kyriba, defining future-state treasury workflows and ensuring the system meets business objectives.
• Cross-Functional Collaboration: Partner with the project manager, the technology team, cross functional leaders, banks,  and external consultants to ensure technical configurations (API, Host-to-Host, ERP integrations) align with operational requirements.
• Requirement Translation: Distill complex treasury needs—such as multi-currency pooling—into clear functional specifications.
• UAT & Training: Validate UAT test cases, scripts and plans. Conduct UAT and provide sign-off. Ensure full adoption by broader, cross-functional finance teams through proper training and hypercare.

Capital Markets, Strategic Support & Risk Management 

• Capital Markets: Partner with the Treasurer to execute capital market transactions, including debt issuances and share buyback programs.
• Hedging Strategies: Develop and execute hedging strategies to mitigate foreign exchange (FX) risk and interest rate exposure.
• Strategic Support:  Treasury due diligence, acquisition integration and support of business expansion/new business models.
• Insurance Programs:  Lead the annual renewals of our insurance programs with our insurance broker and cross functional constituents.  
• Counterparty Risk:  Monitor and ensure the company is appropriately managing counter party risks.

Team Leadership & Operations

• Mentorship: Mentor and lead a team of two, fostering a culture of precision, accountability, and continuous improvement.
• Operational Rigor: Manage the day-to-day treasury operations while leading high-impact strategic projects.
• Controls: Maintain rigorous internal controls and SOX documentation for all treasury-related activities.

Qualifications & Experience

• Experience: 10+ years of progressive treasury experience, with at least 3 years in a leadership role within a public, high-growth technology or SaaS company.
• Technical Expertise: Proven ability to manage large-scale investment portfolios and build complex capital allocation models, while having the ability to present with executive level precision.
• Education: Bachelor’s degree in Finance, Accounting, or Economics. MBA, CFA, or CTP preferred.
• System Expertise: Experience leading a full-lifecycle implementation of a Tier-1 TMS (Kyriba preferred).

#LI-MK1

#LI-hybrid 

P9283_3422709

Your Impact

Are you ready to make your mark on the world and save lives? Are you passionate about improving processes through technology? Do you want to be a part of a fast-paced, winning team?

Axon is seeking a dynamic and strategic Director of Global Credit and Collections who will lead worldwide credit risk and order to cash operations. This is a leadership role responsible for shaping global credit strategy, driving organizational transformation over cash collections, and leading a team across the Americas, EMEA, and APAC. The ideal candidate is a result-oriented leader who can operate and both the strategic and operational level – influencing senior stakeholders while ensuring flawless execution globally.

This role will work cross functionally to gather customer requirements early in Axon’s sales cycles to improve the customer invoicing experience. The Director will be a key business partner to internal stakeholders (Sales, Customer Success, Finance, Tax, Treasury, Controllership, and IT). You will help drive policy development, process design, operational excellence and change management as Axon improves its processes and technology utilized in the Global Credit and Collections lifecycle. In this role, you will be responsible for establishing and updating accurate reserves, having a strong understanding of customer contracts and billing within Axon’s CRM and ERP systems, as well as understanding how Axon satisfies its performance obligations to customers and issues invoices.

You will help drive business requirements to deliver enabling technologies that ensure accurate invoicing and timely collection based on Axon’s contracts and orders. Your mission will be to develop and deliver best practices to support improved cash collections and reduced bad debts.

You will help lead various data standards initiatives, including customer master data, customer contracts, and accounts receivable details, working closely with Finance, Sales Operations and IT business partners. You will help deliver new policies or policy updates and process documentation where needed.

You will lead a team of credit and collections professionals, providing leadership over an organization of approximately 20 employees. This position reports to the VP of Commercial Operations. This role will be customer facing at times, representing Axon with a high degree of professionalism, collaboration and ownership. The Director will work closely with the quoting, order processing, and IT teams, as well as members of the Sales, Sales Operations, Finance and Legal teams.

The Director will own various internal controls including credit worthiness, cash application, and provisions for uncollectible receivables.

At Axon, our goal is to make each individual feel valued for their contributions to the company’s mission, to protect life and truth. We are looking for smart people who want to do remarkable things. We strive to create an environment where people can succeed and enjoy coming to work every day.

What You’ll Do

Location: Onsite in Scottsdale, Boston, Seattle, Atlanta, San Francisco, New York, or Sterling, VA 
Reports to: VP, Commercial Operations
Direct Reports: 13 individuals

• Gain a deep understanding of customer quotes, orders, contracts, revenue and billing schedules, and the unique variety of solutions Axon offers its customers
• Partner with key stakeholders to implement internal controls and processes to drive accurate billing for customers based on their unique requirements
• Help lead the delivery of process and technology enhancements, working cross-functionally to identify and recommend optimal solutions
• Define and deliver change management programs to stakeholders, helping ensure minimal business disruption as process and technology changes are implemented, and that roles and responsibilities are clearly defined
• Partner with IT teams to design, test and implement proposed technology changes which aid in more effective and efficient credit review and invoicing / collection processes
• Help set priorities for teams engaged in Axon’s opportunity to cash transformation programs
• Ensure customer facing teams operate with the appropriate level of empathy and support of customer needs
• Own and drive standard reporting on key metrics, including cash forecasts, DSO, AR aging targets and bad debt expense
• Partner with IT and systems teams to lead ERP and Order to Cash platform enhancements

Collections & Cash Flow Optimization

• Oversee escalated collections strategies for high-value or complex customer accounts, including customer payment plan negotiations, dunning processes where applicable
• Partner with Treasury and FP&A on cash flow forecasting and working capital reporting
• Champion automation and technology investments to modernize collections workflows globally

Credit Risk Management

• Establish and govern global credit policies, risk frameworks, and approval authority
• Oversee portfolio-level credit risk analysis, including exposure concentration, industry trends, and macroeconomic factors
• Drive adoption of advanced credit risk tools, scoring models, and data analytics to improve decision-making
• Support automation of customer opportunity and quote approvals with global credit risk insights
• Manage vendor relationships with credit rating agencies

Governance, Compliance & Reporting

• Present AR performance, risk metrics, and strategic initiatives to leadership
• Ensure compliance with applicable regulations across all jurisdictions
• Establish and maintain a robust internal control environment; lead audit readiness for receivables and credit risk areas
• Build and manage executive-level dashboards tracking DSO, cash collection targets, bad debt reserves, and collection effectiveness

What You’ll Bring

• Bachelor’s Degree in Accounting, Business, Economics
• 12+ years experience in Global Credit and Collections, with at least 5+ years in a leadership role
• Strong program and change management expertise, with the ability to lead transformation at scale
• Experience leading large scale process transformation and technology implementation projects, including leveraging automation and AI tools
• Outstanding communication and presentation skills, including at the executive level
• Salesforce.com CRM platform experience (SF Billing and CPQ preferred)
• Strong understanding of ERP systems and integrations with source systems in the quote to cash lifecycle (Microsoft Dynamics 365 ERP experience preferred)
• Clear and concise written and verbal communication
• Highly collaborative business partner focused on Axon team results with ability to balance risk and growth
• Data driven professional with a continuous improvement mindset
• Proactive leader who is able to take initiative and owns resolution through completion
• Comfortable with conflict resolution and persuasion, demonstrating high integrity and sound judgment
• Can motivate a team to deliver according to established deadlines
• Able to work in a fast-paced environment with multiple competing priorities
• Proven track record managing global teams and operating across multiple regions, currencies, and regulatory environments
• Deep expertise in credit risk assessment, trade finance, and collections best practices at scale

Work Location

This role is based from any US office location and follows a hybrid schedule. We rely on in-person collaboration and ask that team members work onsite Tuesdays through Fridays, with the flexibility to work remotely on Mondays, unless there is an approved workplace accommodation. We believe that connection fuels innovation, and our in-office culture is designed to foster meaningful teamwork, mentorship, and shared success.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

About the Role:

Platform Accounting is the financial engine behind Gusto's payment platform. We record customer cash movements and liabilities, and increasingly corporate cash activity across new and expanding product lines, on Gusto's homegrown payroll infrastructure. This work directly underpins our financial statements, audit readiness, and compliance.

The Associate Principal, Financial Data role is a high-impact position bridging Data, Product Engineering, Accounting, and Finance Operations. This individual will be the steward of financial data integrity, owning the crucial connective layer that ensures all financial data is accurate, complete, and prepared for audits, particularly as the business expands and new products are launched.

This role requires a unique combination of expertise: deep knowledge in accounting and business context, proven experience in maintaining data integrity, and a strong passion for applying innovative AI solutions to financial operations. We are looking for a naturally curious and forward-thinking candidate - someone who is already experimenting with AI tools, developing intelligent workflows, and constantly seeking the next opportunity for optimization.

Here’s what you’ll do day-to-day:

• Own the financial data layer that feeds close, reporting, and controls: ensuring accuracy, completeness, and auditability from source to output
• Own financial and regulatory reporting (money transmission, payroll compliance) across core business and new products, exercising independent judgment on how reporting should be structured, validated, and maintained
• Design and implement AI-powered workflows across reporting, analysis, and controls: evaluating where AI can be trusted, where human judgment is required, and raising the bar on what this function produces
• Direct the design of data controls and documentation standards across financial reporting and compliance workflows, guiding new approaches as audit requirements and business complexity grow
• Lead data requirements and UAT for new product launches and financial system implementations: defining what needs to be built, evaluating whether it meets the standard, and ensuring reporting is in place before go-live
• Stay current on AI tools relevant to financial operations and analytics: evaluating and recommending new capabilities as they emerge, and establishing how they are adopted safely and effectively
• Critically evaluate AI-generated outputs: knowing when to trust them, when to question them, and how to design controls that make financial reporting defensible regardless of how it was produced

You will work across: Accounting, Data, Product Engineering, Operations, Finance Systems, Treasury, and external auditors.

Here’s what we're looking for:

• Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related field with 6-8 years of relevant experience; 
• CPA, CA, or equivalent preferred but not required
• High-growth startup or public company experience strongly preferred
• Experience in FinTech, payments, or payroll is a plus
• Proficient in SQL: comfortable querying, investigating data discrepancies, and validating outputs directly in a data warehouse environment
• An insatiable appetite for AI. You are already experimenting, already deploying, already asking what AI can do next. You have designed and built AI-powered workflows, critically evaluated their outputs, and built controls around them. You exercise judgment on where AI can be trusted in financial reporting and where it cannot.
• Deep accounting and business context. You understand fund flows, payment lifecycles, financial close, and what audit-ready means in practice. You see the interrelationships between data, controls, and financial outcomes, and you know when something is wrong before an auditor finds it.
• Data integrity and controls experience. You have directed data integrity work in a rigorous audit environment, including completeness checks, lineage documentation, control design, and audit response.
• Independence and judgment. You determine your own methods and procedures and navigate complex issues without a clear playbook.
• Cross-functional influence. You advise and shape decisions across Engineering, Data, Accounting, Operations, and external auditors, adapting how you communicate to the audience.
• Clear communication. You translate fluently between technical findings and business language in both directions.

Our cash compensation amount for this role is between $113,190 - $139,601/year in Denver, between $137,020 - $184,977/year for New York/San Francisco. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.

Sales at Brex

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

The Manager of Business Banking Relationship Management will lead and scale a high-performing team of Banking Relationship Managers focused on driving adoption of Brex’s business account suite, including checking, treasury, and sweep products. The Banking Relationship Management team is critical to growing Assets Under Management (AUM), expanding customer relationships, and maximizing long-term revenue across Brex’s customer base.

As a people leader, you will coach, develop, and motivate a team that partners directly with Founders, CFOs, Controllers, and other senior finance leaders. You will combine strategic leadership with hands-on deal support, operational rigor, and cross-functional collaboration to ensure your team consistently exceeds targets while delivering an exceptional customer experience. This role is ideal for a leader who thrives in fast-paced fintech or banking environments, brings strong financial services expertise, and is passionate about building teams that operate as trusted financial advisors to customers.

Responsibilities

• Manage, coach, and mentor a team of Banking Relationship Managers to consistently meet and exceed AUM and revenue targets
• Foster a culture of accountability, continuous improvement, and customer-first selling
• Conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching
• Own team performance against core banking metrics, including product adoption, AUM growth, and upsell conversion
• Own weekly forecasting, pipeline health, and performance reporting for your team
• Use data to identify trends, risks, and opportunities, and translate insights into action plans
• Work closely with Account Executives, Relationship Managers, Customer Success, Product, and Risk teams to drive seamless customer experiences
• Partner with Enablement to support onboarding, ongoing training, and licensing requirements
• Provide feedback from the field to influence product roadmap and banking strategy
• Partner with leadership to refine processes, coverage models, and go-to-market strategies
• Recruit, hire, and onboard new Banking Relationship Managers as the team grows
• Contribute to building scalable playbooks, best practices, and enablement programs for the Banking organization

Requirements

• 5+ years of experience in financial services, fintech, banking, or related sales roles
• 2+ years of experience managing and developing high-performing sales or banking teams
• Active Series 7 and Series 63 (or ability to obtain/reactivate)
• Strong understanding of business banking products (checking, treasury, cash management, sweep programs, etc.)
• Proven ability to coach consultative, outbound and inbound sellers to exceed goals
• Experience owning forecasts, pipelines, and performance management
• Excellent communication skills with the ability to influence senior finance and executive stakeholders
• Highly organized, data-driven, and comfortable operating in fast-growth environments

Bonus points

• Bachelor’s degree in business, finance, or a related field
• Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting
• Keen awareness of the competitive landscape, industry trends, and market dynamics
• Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. 
• Prior experience scaling a new or evolving team

Compensation 

The expected OTE range for this role is $194,360 - $242,950. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Sales at Brex

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

The Manager of Business Banking Relationship Management will lead and scale a high-performing team of Banking Relationship Managers focused on driving adoption of Brex’s business account suite, including checking, treasury, and sweep products. The Banking Relationship Management team is critical to growing Assets Under Management (AUM), expanding customer relationships, and maximizing long-term revenue across Brex’s customer base.

As a people leader, you will coach, develop, and motivate a team that partners directly with Founders, CFOs, Controllers, and other senior finance leaders. You will combine strategic leadership with hands-on deal support, operational rigor, and cross-functional collaboration to ensure your team consistently exceeds targets while delivering an exceptional customer experience. This role is ideal for a leader who thrives in fast-paced fintech or banking environments, brings strong financial services expertise, and is passionate about building teams that operate as trusted financial advisors to customers.

Responsibilities

• Manage, coach, and mentor a team of Banking Relationship Managers to consistently meet and exceed AUM and revenue targets
• Foster a culture of accountability, continuous improvement, and customer-first selling
• Conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching
• Own team performance against core banking metrics, including product adoption, AUM growth, and upsell conversion
• Own weekly forecasting, pipeline health, and performance reporting for your team
• Use data to identify trends, risks, and opportunities, and translate insights into action plans
• Work closely with Account Executives, Relationship Managers, Customer Success, Product, and Risk teams to drive seamless customer experiences
• Partner with Enablement to support onboarding, ongoing training, and licensing requirements
• Provide feedback from the field to influence product roadmap and banking strategy
• Partner with leadership to refine processes, coverage models, and go-to-market strategies
• Recruit, hire, and onboard new Banking Relationship Managers as the team grows
• Contribute to building scalable playbooks, best practices, and enablement programs for the Banking organization

Requirements

• 5+ years of experience in financial services, fintech, banking, or related sales roles
• 2+ years of experience managing and developing high-performing sales or banking teams
• Active Series 7 and Series 63 (or ability to obtain/reactivate)
• Strong understanding of business banking products (checking, treasury, cash management, sweep programs, etc.)
• Proven ability to coach consultative, outbound and inbound sellers to exceed goals
• Experience owning forecasts, pipelines, and performance management
• Excellent communication skills with the ability to influence senior finance and executive stakeholders
• Highly organized, data-driven, and comfortable operating in fast-growth environments

Bonus points

• Bachelor’s degree in business, finance, or a related field
• Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting
• Keen awareness of the competitive landscape, industry trends, and market dynamics
• Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. 
• Prior experience scaling a new or evolving team

Compensation 

The expected OTE range for this role is $194,360 - $242,950. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

What You’ll Do

About the Team

The Strategy & Transformation team is responsible for building and scaling CoreWeave’s internal systems across Finance and Supply Chain. We focus on delivering AI-first, highly automated, and deeply integrated solutions that power critical business operations. This team partners closely with Finance, Accounting, Procurement, IT, and Engineering to modernize workflows and enable real-time, data-driven decision-making.

About the Role

As an Integration Engineer, you will design and build scalable integrations across CoreWeave’s Finance and Supply Chain systems. Your day-to-day will focus on developing workflows using Workato and/or Boomi, building APIs, and enabling real-time data movement across business-critical platforms. You will work closely with cross-functional stakeholders to automate processes, improve system interoperability, and ensure data reliability. This role blends hands-on integration engineering with growing exposure to modern development practices and GenAI-enabled automation.

Who You Are

• Proven experience building integrations using Workato (Boomi experience is a plus)
• Strong expertise in Finance systems, including FP&A, Revenue Accounting, AP, AR, Treasury, Tax, and Billing
• Experience working with Supply Chain systems such as ERP, PLM/PDM, Procurement (PR/PO), and Planning/MRP
• Hands-on experience designing and implementing RESTful APIs and event-driven architectures
• Proficiency in Python and/or JavaScript
• Experience working in cloud environments (AWS, Azure, or GCP)
• Working knowledge of DevOps and CI/CD practices
• Experience using or integrating GenAI tools (e.g., Cursor, ChatGPT, Codex) in development workflows

Preferred

• Experience managing integrations in complex, enterprise-scale environments
• Familiarity with ERP and supply chain management platforms
• Experience building or supporting first-party/internal applications
• Exposure to observability, monitoring, and lifecycle management for integrations

Wondering if you’re a good fit?

We believe in investing in our people and value candidates who bring diverse experiences—even if you don’t meet every requirement. If some of the below resonates, we’d love to connect:

• You love building scalable integrations and automating complex business processes
• You’re curious about applying AI and emerging technologies to enterprise systems
• You’re an expert in integration platforms and designing reliable data flows across systems

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast. We’re in an exciting stage of hyper-growth that you won’t want to miss. We embrace complexity, learn continuously, and care deeply about how we build and collaborate.

Our core values:

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We foster an entrepreneurial environment that encourages independent thinking, collaboration, and innovation. As we scale, so do the opportunities to grow your impact and career. You’ll work alongside top talent—and they’ll want to learn from you too.

The base salary range for this role is $165,000 to $242,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

What You’ll Do:

The corporate accounting organization at CoreWeave serves as the financial operating system for a rapidly scaling AI cloud business. It owns US GAAP and statutory reporting processes across a rapidly expanding footprint of legal entities around the world. The team manages a variety of core accounting processes and controls globally and partners with Revenue Ops, FP&A, Legal, and Tax to close the books accurately and timely. The group translates high-volume operational data into clean auditable results that enable fast, confident decisions.  The group collaborates with stakeholders to quickly find solutions to challenging problems to enable hyper growth. 

About the role:

• Collaborate with finance and business teams to drive growth by supporting international expansion projects.
• Collaborate with Tax and Legal to establish effective and scalable financial reporting processes for international entities.
• Operationalize scalable statutory financial reporting processes.
• Collaborate with accounting team peers to onboard new entities and requirements into global accounting processes.
• Manage external service providers assisting with local regulatory reporting processes.
• Assess local financial reporting requirements and build scalable global reporting processes to bridge between US GAAP ledgers and local requirements.
• Partner with Tax and Legal to structure and operationalize complex transactions between entities. 
• Collaborate with Treasury and Tax to execute and oversee global intercompany settlement and cash management processes. 
• Manage intercompany transactions and develop policy and process to support global scaling.
• Collaborate with the tax team to build and maintain transfer pricing models and economic analyses to support pricing decisions and compliance Identify and drive process improvements and automation opportunities in transfer pricing workflows and documentation
• Provide oversight for annual statutory audits as well as support tax compliance framework development and implementation across international jurisdictions. 

Who You Are: 

• 8+ years’ accounting and financial reporting experience 
• Strong, hands-on familiarity with transfer pricing guidelines/initiatives 
• Possess deep knowledge of US GAAP, IFRS, and local statutory frameworks (e.g., FRS 102), with strong understanding of statutory reporting requirements.
• Bachelor’s degree in Accounting, Finance, or Business (or equivalent) required
• Professional qualification (e.g., ACA/CPA/CMA/CA) required
• Public accounting experience leading audits preferred.
• Experience supporting multiple subsidiaries of a US listed group, producing local GAAP financials.
• NetSuite experience preferred.
• Process- and data-driven with strong analytical judgment; proactive, organized, and adaptable in a dynamic environment.
• Excellent interpersonal, written, and verbal communication; growth mindset and commitment to continuous learning.

Wondering if you’re a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we’ve found compatible with our team. If some of this describes you, we’d love to talk. 

• You love collaborating across teams to solve complex problems.
• You’re curious about where data, systems, and policy meet.
• You’re an expert in building processes that scale.

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast!  We’re in an exciting stage of hyper-growth that you will not want to miss out on. We’re not afraid of a little chaos, and we’re constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: 

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organization are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! 

The base salary range for this role is $135,000 to $198,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive.

Flexdrive, Lyft’s wholly-owned fleet management subsidiary, is undergoing a transformational shift from traditional rideshare fleet operations to autonomous vehicle fleet ownership and operations. We are seeking an AV Program Manager to lead the cross-functional operating plan that will prepare Flexdrive to receive, staff, and operate AV fleets at scale.

This role is the operational backbone of Flexdrive’s AV readiness initiative. You will own the master program timeline, coordinate cross-functional workstreams spanning infrastructure, people, fleet operations, treasury, legal, and finance, and ensure that all requirements are tracked, dependencies are surfaced, and deployment milestones are met. You will work directly with the Flexdrive CEO and a leadership team that includes heads of Operations, Fleet, Strategy, Infrastructure, FP&A, Treasury, Legal, and People.

This is not a traditional program management role. The work is high-stakes and foundational. If you thrive in ambiguity, can drive structure into complex multi-workstream programs, and have a bias toward action over perfect planning, this role is for you.

Why Join Us?

• Opportunity to build the operational foundation for AV fleet deployments in North America and Europe
• Direct partnership with the Flexdrive CEO and Lyft AV leadership on a transformational initiative
• Greenfield program management role—you will design the playbook, not inherit it
• High-visibility work that directly influences board-level AV strategy and investment decisions
• Collaborative, mission-driven team with a bias toward action and a belief that imperfect plans executed with vigor beat perfect plans executed too late

Responsibilities

• Program Planning & Execution
  • Own and maintain the master program timeline for the Flexdrive AV Operating Readiness, integrating deliverables and dependencies across multiple workstreams: Strategic Planning, Infrastructure, People, Fleet Operations, Treasury, Finance, and Legal.
  • Develop and manage the program’s RAID log (Risks, Assumptions, Issues, Dependencies), ensuring cross-functional blockers are identified early and escalated with clear recommendations
  • Drive weekly leadership syncs, monthly deep-dive reviews, and quarterly board updates—owning the preparation, facilitation, and follow-through for each
  • Translate upstream decisions (partner agreements, market selections) into operational requirements, updating the readiness roadmap in real time
• Cross-Functional Coordination
  • Serve as the connective tissue between workstream leads, ensuring that infrastructure timelines align with hiring plans, capital deployment schedules match construction milestones, and fleet operations readiness tracks to vehicle delivery dates
  • Partner with Infrastructure and Operations leads to align depot construction timelines with AV partner deployment schedules
  • Coordinate with People and Operations to ensure hiring, training, and certification programs are sequenced ahead of vehicle arrivals
  • Work with FP&A and Treasury to track investment spend against the capital deployment schedule and surface variance early
• Stakeholder Communication & Reporting
  • Build and deliver clear, concise status reporting to the Flexdrive CEO, Lyft AV leadership, and the Flexdrive board
  • Develop market readiness scorecards that provide at-a-glance visibility into each market’s progress against deployment milestones
  • Create and maintain program documentation including decision logs, meeting notes, and workstream status trackers
  • Prepare materials for Flexdrive board meetings and Lyft leadership reviews, translating operational detail into strategic narrative
• Process Design & Operational Excellence
  • Design and implement the program management operating model for AV readiness—this is a greenfield initiative and the cadence, tools, and processes will be built from scratch
  • Establish standardized frameworks for workstream reporting, investment ask formalization, and cross-functional dependency management
  • Identify and drive process improvements across workstreams, leveraging data to optimize timelines and resource allocation
  • Build repeatable playbooks for market readiness that scale  

Experience:

• Bachelor’s degree in Business, Operations, Engineering, or related field; MBA or relevant advanced degree is a plus
• 7+ years of experience in program management, business operations, or a similar cross-functional leadership role, ideally within high-growth tech, fleet management, logistics, or infrastructure-heavy environments
• Demonstrated experience managing complex, multi-workstream programs with 12–24 month timelines and significant pre-revenue or pre-launch investment requirements
• Strong command of program management tools and methodologies (Gantt charts, RAID logs, dependency mapping, critical path analysis)
• Excellent communication skills with proven ability to translate operational complexity into clear executive-level narratives for both internal leadership and board audiences
• Experience working directly with C-level executives and cross-functional leadership teams to drive decisions and accountability
• Strong analytical mindset with ability to identify risks, quantify trade-offs, and recommend courses of action with imperfect information
• Preferred
  • Experience with infrastructure buildout programs (depot construction, facility standup, real estate development)
  • Background in capital intensive projects, fleet management, automotive, mobility, or autonomous vehicle operations
  • Experience managing programs that span domestic and international markets, particularly European market entry
  • Familiarity with corporate entity formation, capital structure, or financial planning processes
  • Experience in a subsidiary or business unit operating within a larger corporate parent

Benefits:

• Great medical, dental, and vision insurance options with additional programs available when enrolled
• Mental health benefits
• Family building benefits
• Child care and pet benefits
• 401(k) plan with company match to help save for your future
• In addition to 12 observed holidays, salaried team members have discretionary paid time off, hourly team members have 15 days paid time off
• 18 weeks of paid parental leave. Biological, adoptive, and foster parents are all eligible
• Subsidized commuter benefits
• Monthly Lyft credits and complimentary Lyft Pink membership

Lyft is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law.

Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule — Team Members will be expected to work in the office 3 days per week on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid

The expected base pay range for this position in the San Francisco area is $132,000 - $165,000, not inclusive of potential equity offering, bonus or benefits. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process.

We want people who are passionate, high performing team players who can take new challenges and go the extra mile.

The Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed and that our financial results are properly accounted for. We provide financial analysis to determine key operational decisions within a rapidly growing organization. We only hire the best to these teams, and your work will have a huge impact on the future success of this rapidly growing company.

We are seeking a high-caliber finance professional to serve as a key architect of our corporate financial strategy. This role requires a unique blend of technical modeling mastery and strategic foresight, as you will directly own the company’s cash forecasting, equity dilution models, and long-range planning integration. The ideal candidate is a "three-statement expert" who thrives in a high-growth, fluid environment and possesses the analytical rigor to manage complex balance sheet and liquidity workstreams. You must be a proactive problem-solver, capable of translating intricate financial data into clear, actionable insights. Beyond maintaining the status quo, you will be a champion for scaling our FP&A processes and leveraging tools like Adaptive Insights to enhance the sophistication of our global finance function.

What You’ll Be Doing:

• Own the cash forecast during each monthly forecast cycle, including the annual planning cycle
• Maintain and evolve the WASO (Weighted Average Shares Outstanding) and EPS (Earnings per Share) model, including equity roll-forward schedules and dilution forecasting 
• Architect and update the Balance Sheet forecast, proactively monitoring leverage ratios and capital structure health
• Analyze interest expense trends and the impact of debt instruments on the overall P&L and cash position.
• Manage the Long-Range Planning (LRP) model, translating multi-year strategic initiatives into a cohesive financial outlook for various scenario analyses
• Act as the primary FP&A lead for Treasury support, providing data-driven insights for debt servicing, interest expense forecasting, and overall cash management.
• Support development of integrated modeling for CapEx and equipment lease forecasts in close collaboration with the COGS and Operations teams 
• Drive accountability for cash performance metrics, specifically owning the tracking and reporting of Adjusted FCF, Unlevered FCF, and Cash Generated metrics.
• Drive end-of-quarter Cash Flow analysis with Accounts Payable and Accounting to ensure accuracy, control over final pay runs, and weekly liquidity management. 
• Provide monthly, quarterly, and annual support for internal reporting and external earnings requirements related to equity, debt, and cash flow movements.
• Support the advancement of FP&A processes, Adaptive Insights planning system and related IT tools, and financial modeling to enhance the overall finance function
• Work closely with the accounting team to ensure timely and accurate financial closes on a monthly basis
• Prepare presentations and key reporting to the Board of Directors and Executive Team
• Develop business cases and analysis to inform and support business and financial decisions
• Collaborate cross functionally to understand the financial impact of, and help prioritize, new business initiatives and investments

What We’ll Expect From You:

• Strong analytical, financial modeling, and problem-solving skills with the ability to quickly grasp and apply analytical concepts
• 2-3 years of investment banking experience (Tier 1 banks preferred)
• Foundational knowledge of GAAP, specifically as it relates to Cash Flow Statement classification
• Demonstrated ability to consistently work within fixed timeframes and meet deadlines
• Proactive communicator with excellent verbal and written skills
• Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
• Must have strong work ethic, team mentality, positive attitude, be highly-driven, self-motivated, have excellent business partnering skills and demonstrate internal stakeholder orientation
• Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
• Proactive, self-directed operator who demonstrates strong ownership mindset; comfortable working autonomously to drive initiatives and deliver results.
• Proficiency in Google Sheets and Microsoft Excel
• Bachelor’s degree required
• Final candidates will be required to complete a case study analysis during the final rounds.

Nice to have:

• Proficiency in, or an aptitude to learn, Adaptive Insights including building models and reports
• Experience in financial forecasting, planning and analysis and operational budget management, preferably in a business partner facing role
• Experience in other tools/programming languages (Looker, SQL, VBA, Netsuite, Oracle, etc.)
• MBA is a plus

Compensation Range: 

• $93,000 - $140,000

*This is a remote role

JR: 2026-7580

#LI-Remote

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

About the Role  

What You'll Do (Key Responsibilities): 

• Serve as one of the Company's principal technical accounting authorities, providing expert guidance on complex accounting matters, including revenue recognition, equity transactions, leases, business combinations, and emerging issues 
• Partner with business teams to assess accounting implications of new products, business models, partnerships, and strategic transactions before they are executed 
• Embed with functional teams across the organization to provide real-time accounting consultation and build strong working relationships with business partners 
• Foster a culture of excellence, continuous learning, and collaboration 
• Establish and maintain comprehensive accounting policies, procedures, and technical accounting memos that ensure compliance with US GAAP 
• Lead the evaluation and implementation of new or revised accounting standards, including impact assessments, policy development, and cross-functional education 
• Oversee the preparation of technical accounting documentation for annual financial statements, including footnote disclosures and supporting schedules 
• Drive automation and process improvements across the technical accounting function, leveraging technology to enhance efficiency and scalability 
• Present technical accounting findings and recommendations to senior leadership, distilling complex matters into clear, actionable insights 
• Monitor regulatory developments and industry trends, proactively identifying potential impacts on the company's accounting and financial reporting 
• Support special projects, including system implementations, internal control enhancements, and others as needed 
• Develop talent across the broader finance organization through training, mentorship, and technical accounting guidance 

Who You Are

Experience & Skills

• A minimum of 10+ years of progressive accounting experience with at least 4-6 years in leadership roles or working in areas that emphasize cross-functional collaboration 
• Accounting Advisory experience or National Office tour in a Big 4 public accounting firm highly preferred 
• Have substantial experience working at or with high-growth technology companies 
• Possess deep expertise in US GAAP accounting and reporting requirements, with proven ability to research and document complex accounting conclusions 
• Experience with complex accounting transactions and technical GAAP research, including expert understanding of US GAAP (ASC 606, ASC 842, and ASC 718) 
• Experience working w/ multi-national entities and a strong understanding of consolidated financial reporting, including functional currency analysis 
• Experience coaching team members through technical accounting challenges 
• Proven successful project management skills. Ability to represent leadership on projects within multiple areas, interfacing with project managers, finance teams, and middle management 
• Excellent analytical, problem-solving, and organizational skills 
• Strong communication and interpersonal abilities, with a focus on ethical conduct and integrity 

Qualifications

• Bachelor's degree in Accounting or Finance 
• Certified Public Accountant (CPA) or equivalent certification 
• Experience in early and/or growth stage startups is required 
• Proficiency with accounting systems (NetSuite preferred) and advanced Excel capabilities are preferred 

Senior Analyst or Associate, Family Office Advisory (Talent Pipeline)

As a Senior Analyst or Associate within our Family Office Advisory (FOA) team, you will support some of the world’s most prominent individuals and families. You will help clients manage the personal, financial, and administrative dimensions of their lives with clarity, discretion, and care. From coordinating with advisors to ensuring critical details are handled seamlessly, you will be an integral partner in helping families navigate both everyday needs and meaningful moments.

You will join a collaborative team that values shared problem solving, continuous learning, and a deep commitment to service. We work closely across levels and alongside specialists throughout the firm so that every client benefits from the collective strength of the ICONIQ platform.

This role is ideal for professionals who are energized by complexity, motivated by service, and inspired by work that carries real impact on clients’ lives. If you take pride in anticipating needs, building trusted relationships, and making the intricate feel effortless, you will thrive on a team grounded in trust, care, and excellence.

Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

Core Responsibilities for All Candidates:

You will support clients across a wide range of family office, operational, and service needs, including:

• Acting as the point of contact for day-to-day client requests and ensuring a high touch, seamless experience.
• Executing client operations such as onboarding, account transfers, bill pay, cash movements, tax payments, and documentation with accuracy.
• Coordinating with internal partners across investments, operations, treasury, tax, and legal to support execution and resolve issues.
• Supporting the implementation of wealth transfer, tax, insurance, philanthropic, and asset protection strategies by preparing information, gathering documentation, and communicating with advisors.
• Building trusted relationships with estate managers, chiefs of staff, executive assistants, accountants, attorneys, and other intermediaries.
• Maintaining accurate client information, documentation, and project tracking within CRM and key systems.
• Managing bespoke or time sensitive requests with strong attention to detail, follow through, and communication.

If You Are a Senior Analyst

Senior Analysts take on increased ownership, judgment, and client-facing responsibility. You will:

• Provide proactive support across lifestyle services, investment support, tax and legal strategies, and wealth planning needs with limited supervision.
• Prepare and deliver documentation related to gifting, trusts, tax planning, insurance, and philanthropic initiatives.
• Provide clear, polished, client ready materials.
• Partner with internal teams to manage cash balances, private banking needs, and transaction processing.
• Execute subscription documents, purchase agreements, and investor support materials..
• Maintain rigorous documentation and ensure high data integrity across systems.
• Mentor Analysts by modeling strong organization, follow through, and technical execution.

Senior Analyst Qualifications

Bachelor’s degree and 4+ years of experience in wealth management, family office, or related financial services roles.

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If You Are an Associate

Associates deepen their role as strategic advisors and relationship leaders. You will:

• Lead client relationships alongside senior team members and support decision making across personal, financial, and multi-generational needs.
• Manage complex day to day client needs including 10b5-1 processes, lending inquiries, entity documentation, lifestyle services, and other bespoke requests.
• Guide trust and estate planning conversations, coordinating with attorneys on structures, gifting plans, and long-term strategies.
• Anticipate needs by gathering information, identifying issues, and asking thoughtful questions to move work forward.
• Coach junior team members, strengthen team processes, and elevate the clarity, consistency, and quality of client deliverables.

Associate Qualifications

Bachelor’s degree and 6+ years of experience supporting high net worth or ultra-high net worth clients in family office or wealth management settings.

Who You Are

Across both levels, successful candidates demonstrate:

• Clear and confident communication tailored to clients and advisors.
• High attention to detail and accuracy across operational and client work.
• Strong judgment, proactive problem solving, and the ability to gather and synthesize information effectively.
• Integrity and discretion in handling confidential and sensitive situations.
• A collaborative, service-oriented mindset with enthusiasm for working within a team.

Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with a discretionary bonus and the benefits listed above.

SoFi is seeking a Manager to join our Capital Markets team. In this role, you will be the structuring point person working with a cross-functional internal team of capital markets, treasury, investor relations, legal and IT team members together with external constituencies including broker-dealers, investors and rating agencies to establish the most efficient structures for proposed Capital Markets’ transactions.

What you’ll do:

• Manage the structuring process for all Securitizations and Loan Sales, including Intex file set up and iteration and Cash Flow model analysis. 
• Analyze and understand the economic impact of using different avenues of funding available through the capital markets (execution related to ABS transactions, whole loan sales, warehouse financing, and bulk sales).
• Validate and utilize third-party valuation agent credit assumptions and analytics to run internal analyses related to fair market value of SoFi’s managed pool of loans.
• Monitor dashboards and spreadsheets that track ongoing performance of our securitizations and other transactions.
• In partnership with internal and external counsel, review and negotiate transactional terms through to execution.
• Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing and finance.
• Assist with the content preparation, communication, correspondence, and due diligence processes for external stakeholders including investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
• Other ad hoc support as needed requested relating to whole loan sales, asset backed securitizations, new products, securities financing, unsecured lines of credit, and any other future financing initiatives of the company.

What you’ll need:

• 8+ years of relevant experience desired, primarily in capital markets and ABS execution
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail and deep knowledge of Intex Dealmaker and Bloomberg
• Clear understanding of Rating Agency criteria and how they translate into transactional structures
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.

The role:

SoFi is seeking a Transactions Manager to join our Capital Markets team. In this role, you will be the point person working with a cross-functional internal team of capital markets, treasury, investor relations, legal and IT team members together with external constituencies including broker-dealers, investors and rating agencies to execute Capital Markets’ transactions.

What you’ll do:

• Manage the broadly syndicated asset-backed securitization transaction program across SoFi Products, including (but not limited to) selecting and optimizing loan pools, optimization of structures, preparing and reviewing marketing materials, managing internal reporting needs,coordinating with multiple counterparts, and additional quantitative and qualitative analyses and content delivery for a variety of audiences.
• In partnership with internal and external counsel, review and negotiate transactional terms through to execution.
• Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing and finance.
• Assist with the content preparation, communication, correspondence, and due diligence processes for external stakeholders including investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
• Other ad hoc support as needed requested relating to whole loan sales, asset backed securitizations, new products, securities financing, unsecured lines of credit, and any other future financing initiatives of the company.

What you’ll need:

• 8+ years of relevant experience desired, primarily in capital markets and ABS execution
• Experience with retail tokenization, a plus
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.

The Role

At SoFi, we're on a mission to help our members get their money right and become a Top 10 Financial Institution. We're seeking a Senior Product Manager to own the payments product experience and API/developer platform for Big Business Banking (BBB) - SoFi's zero-to-one commercial banking platform for institutional clients, backed by our national bank charter.

You'll define how commercial clients move money - via portal or programmatically through APIs - across wires, SEN, FedNow, RTP, ACH, and potentially tokenized deposit settlement (SoFiUSD). 

As a key cross-functional player, you will collaborate closely with Engineering, Design, Business, Operations, Compliance, Risk, Treasury, and others to set a vision, define priorities, manage trade-offs, execute an ambitious agenda, and be accountable to results reported at the executive level.

What You'll Do:

• Define payment product strategy for Big Business Banking - sequence the roadmap across various payments capabilities. Translate market and client needs into a prioritized backlog.
• Own the client-facing payment experience - design end-to-end UX for how treasury teams initiate, approve, track, and reconcile payments across portal and API. Design for commercial complexity: batch payments, multi-approver workflows, scheduled transfers, beneficiary management.
• Own the API product and developer experience - define payment and webhook API contracts, error handling, idempotency, and versioning. Build a sandbox and documentation experience that gets a client from signed contract to first successful API payment with minimal friction.
• Write PRDs and requirements for Bank Platform - serve as the "customer voice" to the Bank Platform team that builds rail infrastructure. Define acceptance criteria and own UAT. Ensure BBB's needs are prioritized alongside other internal consumers (Money, Credit Card, Crypto).
• Define payment operations and exception handling - design what happens when payments fail, get returned, or need manual intervention. Define ops workflows and tooling requirements so operations teams can resolve issues quickly.
• Partner with Risk and Compliance on payment-level controls - transaction limits, sanctions screening flows, fraud rules, and regulatory requirements (Reg E, BSA). Treat compliance as a product feature.
• Own go-to-market for new payment capabilities - define readiness criteria for each new rail launch, coordinate across eng/ops/compliance/business, and drive adoption with clients.

What You'll Need:

• Bachelor’s degree or higher, ideally in a technical, finance, or quantitative field.
• 5+ years of product management experience, with meaningful time in payments, commercial/B2B fintech, or financial infrastructure.
• Deep understanding of how money moves - wires, ACH, real-time rails, stablecoins - and what's different about commercial payments: higher stakes, multi-party authorization, beneficiary management, batch operations.
• Experience shipping APIs that external developers integrate against. You think in contracts, error codes, idempotency keys, and developer experience.
• Ability to cut through swirl and define the requirements. You can take ambiguous client needs and translate them into clear, testable requirements that an engineering team can execute without constant clarification.
• Proven cross-functional partnership skills and ability to work in matrixed environment 
• Experience working in regulated environments - you know how to partner with compliance, legal, and risk teams while keeping the product experience usable.
• Technical credibility - you can read an API spec, review a sequence diagram, and discuss system design with engineers. You self-service data.
• Strong communication, forward lean and AI-fluency

Nice to Have:

• Experience at a bank, neobank, or banking-as-a-service provider - particularly on the commercial or treasury side.
• Familiarity with real-time payment rails (FedNow, RTP) and/or stablecoin settlement infrastructure.
• Experience with developer-facing products at companies like Stripe, Plaid, Marqeta, Unit, Treasury Prime, Modern Treasury, or similar.

The role

SoFi is seeking a manager to join our Capital Markets focused on Secondary Markets in the Home Loans team. In this role, to you will be the point person working with a cross-functional internal team of capital markets, treasury, margin management members together with external constituencies including broker-dealers, investors, the GSE’s and third party vendors to execute home loan sales, securitizations transactions.

What you’ll do:

• Manage rate-sheet generation via MBS pricing and coordination into the Product and Pricing Engine.  Emphasis on TBA pricing and Spec Pool pricing for rate-sheet generation.
• Understanding of MSR and BU-BD/XS Servicing pricing
• Work with margin management to determine best margin based on secondary pricing, region, and/or current program, or marketing campaign.
• Familiar with Lock Desk procedures and policies.
• MBS pooling and loan delivery
• Pipeline hedging, trading and understanding of the roll market

What you’ll need:

• 6+ years of relevant experience desired, primarily in home loan secondary markets.
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.

A Plus:

• Familiarity with Encompass LOS and OB pricing engine.
• Post Close experience.
• Resi Private Label Securities, structuring and securitization.
• Understanding of fixed income/MBS risk metrics and bond math.

The Role 

We’re building Commercial Banking from the ground up and are looking for a Director Product Management  to lead the strategy, architecture, and delivery of our next-generation business banking platform.

This is a 0→1, company-level role responsible for defining how businesses move and manage money across modern rails — including Wires, ACH, FedNow, and emerging real-time/stablecoin settlement. You will set the vision, drive the roadmap and deliver the experiences and infrastructure that commercial clients need to run their businesses. 

You’ll operate with high autonomy, influence executive strategy, and lead complex, regulated financial systems from concept through scale.

What you'll do:

• Define the multi-year product vision and roadmap for Commercial Banking
• Own and deliver client facing experiences and APIs and end-to-end platform: business accounts, payments rails (Wires, ACH, FedNow), treasury capabilities, and APIs
• Lead 0→1 product development from discovery through launch and scale
• Manage and grow a product team to drive roadmap and delivery as business scales
• Partner cross-functionally with Business, Engineering, Risk, Compliance, Treasury, Finance, Sales and Operations teams to bring product roadmap to life
• Translate regulatory and operational constraints into elegant product solutions
• Drive measurable outcomes: adoption, volume, reliability, cost efficiency, and risk performance
• Influence company strategy and mentor other PMs as a subject-matter expert in commercial banking

What you'll need:

• Bachelor’s degree or higher, ideally in a technical, finance, or quantitative field.
• 10+ years of product management experience, with significant time in platform and B2B roles
• Experience building and growing teams of product managers
• Strong cross-functional collaboration and influence skills
• Excellent written and verbal communication skills, with the ability to simplify technical complexity for diverse stakeholders. Experience presenting to C-level leadership
• Direct experience building commercial/business banking or payments products
• Deep knowledge of Wires and ACH systems and operations
• Experience launching regulated financial products at scale from within a Bank
• Entrepreneurial mindset, with proven track record leading ambiguous, cross-team 0→1 initiatives independently
• Strong technical fluency with APIs, ledgers, and payments architectures
  
  

Preferred Qualifications: 

• Experience with FedNow or real-time payments (RTP)
• Stablecoin, tokenized deposits, or blockchain-based settlement experience
• Sponsor bank or Banking-as-a-Service experience
• Treasury, cash management, or reconciliation platform exposure
• Experience building front-end b2b experiences 
• Experience building developer-first financial platforms or serving fintech/platform customers

The Role

At SoFi, we are architecting the infrastructure that bridges institutional banking with the decentralized economy. We are looking for a Senior Frontend Engineer to join our Crypto Product and Invest teams to build the visual and interactive layer for two of our most ambitious initiatives: the SoFi Exchange Network (SEN) and our industry-first SoFiUSD stablecoin.

Beyond core infrastructure, we are redefining how members grow their wealth through algorithmic trading and AI. You will build the interfaces that millions of members use to build and invest in automated trading strategies — bringing "quant-grade" tools to the everyday investor.

What You’ll Do

• Build the Command Center: Develop high-performance web applications that allow institutional clients to manage 24/7/365 settlement, real-time payments, and stablecoin minting/burning.
• Craft Member Experiences: Build the retail-facing UI for SoFiUSD, ensuring that complex blockchain transactions feel seamless, secure, and transparent for every SoFi member.
• Architect for Scale: Design and implement scalable, reusable frontend components using React, ensuring a consistent design language across our commercial and crypto suites.
• Collaborate Across Functions: Work deeply with Product and Design to translate complex financial data—like real-time treasury positions and on-chain settlement—into intuitive, responsive user flows.
• Mentor & Lead: Drive the technical bar for the frontend team through rigorous code reviews, documentation, and mentoring junior engineers.
• Own the Lifecycle: Lead large features from ideation to deployment, breaking down complex requirements into executable tasks while maintaining a high bar for test-driven development.

What You’ll Need

• Experience: 5+ years of professional web programming experience, with a heavy emphasis on React.
• Education: Bachelor’s degree in Computer Science or a related technical field.
• Interface Expertise: Proven ability to build modern, highly-responsive customer-facing components that handle complex state management and data visualization.
• API Savvy: Deep experience designing and consuming backend APIs in a microservices environment.
• Engineering Rigor: A strong foundation in test-driven development (TDD) and modern CI/CD practices.
• Ownership & Drive: A sense of responsibility for the end-to-end user experience. You focus on shipping impactful features and solving user problems over chasing "perfect" architecture.
• Collaboration: Experience in agile environments, refining designs in Git, and working through cross-functional feedback to reduce ambiguity.

Nice to Haves

• Fintech & Banking: Experience building dashboards for financial trading, treasury management, or commercial banking.
• Web3 & Crypto: Familiarity with blockchain fundamentals, wallets (browser extensions/Connectors), and the nuances of displaying digital asset data.
• Data Visualization: Experience with libraries like D3.js or Recharts to visualize high-frequency transaction data and liquidity flows.
• Security Literacy: Understanding of frontend security best practices, particularly regarding financial transactions and sensitive asset management.
• Stablecoin Knowledge: Experience with or interest in stablecoin infrastructure (e.g., minting/burning flows, on-chain vs. off-chain balances).

About the role

As Commercial Counsel, Networking & Datacenter Operations for Compute and Infrastructure at Anthropic, you’ll lead legal execution for the connective tissue and the steady-state running of Anthropic’s Infrastructure. This role spans dark fiber and IRU agreements, IP transit and peering, subsea-cable capacity, network-equipment procurement, and the Operations & Maintenance (O&M), facilities-management, commissioning, decommissioning, and resilience contracting that keeps production sites online once the keys are handed over.

You’ll work in close partnership with Anthropic teammates in Datacenter Legal, Strategic Technology & Procurement, Infrastructure Security, Treasury/Risk and Public Policy, in addition to specialized outside counsel. You will serve as the primary legal owner ensuring external work product aligns with Anthropic’s commercial objectives and integrates with our overall compute and availability strategy.

Responsibilities:

• Negotiate dark fiber and IRU agreements (long-haul and metro), wavelength and lit-capacity services, IP transit and peering (settlement-free and paid), internet-exchange participation, subsea-cable capacity and landing-party agreements, carrier-hotel and meet-me-room agreements, and cross-connect MSAs

• Support the telecom regulatory interface, including FCC Section 214 authorizations, submarine-cable landing licenses and Team Telecom (EO 13913 Committee) review, the FCC’s 2025 subsea-cable security and IRU rules, private-carrier status determinations, and rights-of-way, franchise, and pole-attachment where Anthropic builds first-party fiber — working in close coordination with Infrastructure Security Legal on the national-security overlay for subsea capacity and landing-party participation

• Structure and negotiate O&M and integrated-facilities-management contracts, critical-spares and break-fix agreements, smart-hands SLAs with colo landlords, and disaster recovery and resilience contracting

• Own asset disposition, decommissioning, and media-sanitization terms, and data-hall fit-out and tenant-improvement work, in coordination with Infrastructure Security and Datacenter Legal

• Support property, builder’s-risk, business-interruption, and equipment-breakdown insurance placement with Treasury/Risk, and coordinate with Infrastructure Security Legal on guard-force, vendor-personnel, and physical-security flow-downs in O&M and facilities-management contracts

• Work closely with specialized outside counsel, ensuring their work product aligns with Anthropic’s commercial objectives

• Build and own the network and O&M contract template library, SLA-credit playbooks, and intake and approval workflows so Network and Site-Ops teams can self-serve standard transactions; train Procurement and operations partners to apply them at scale

• Manage SLA-credit claims, outage and root-cause-related disputes, warranty and break-fix claims, and pre-litigation vendor escalations, in coordination with Litigation

• Collaborate with the Compute team’s production-site and network-operations leads who handle operational execution, change management, and governance, providing legal and risk management expertise

• Understand how networking and operations legal structures interact with the compute capacity they support — availability SLAs, route diversity, and maintenance windows

• Escalate novel structures or terms that create downstream risk for Anthropic’s availability or operational flexibility; ensure vendor arrangements accommodate AI-specific requirements including high-density power, liquid cooling infrastructure, and rapid scaling capacity

Minimum qualifications:

• JD and active membership in at least one U.S. state bar

• Fluency in availability and SLA constructs, route diversity and how network and O&M terms interact with colo leases, build-to-suit agreements, and financing arrangements

• Experience with high-volume, template-driven, recurring vendor contracting and the discipline to keep it fast without losing control of risk

• Comfort with telecom regulatory concepts (FCC Section 214, cable-landing licenses, Team Telecom review, rights-of-way) and the operational hand-off from construction to commissioning to steady-state

• Ability to coordinate effectively with specialized outside counsel while maintaining strategic direction

• Strong judgment about when vendor terms create downstream risk for availability, security, or operational flexibility

• Effective collaboration skills for working with business teams who run production sites and the network and excellent communication skills that translate network and operations concepts into clear risk assessments for business stakeholders

• Genuine interest in digital infrastructure operations and appreciation for why network and site availability is mission-critical for frontier AI

Preferred qualifications:

• At least 10–12 years of relevant legal experience with meaningful exposure to telecom and network transactions (dark fiber, IRUs, transit, peering, subsea), datacenter operations, facilities management, or critical-infrastructure O&M contracting

• In-house experience at cloud service providers, neo-clouds, carriers, subsea-cable consortia, or datacenter operators supporting network, colo, and O&M transactions

• Experience at large technology companies with first-party backbone or production-site programs supporting network and operations transactions from the buy side

• Law firm experience at practices with telecom, technology transactions, or infrastructure specialization, particularly those who have worked on fiber, peering, subsea, or datacenter operations matters

• Prior involvement in transactions requiring sophisticated understanding of commissioning requirements, operational handoff, change management, and decommissioning

• Familiarity with insurance and risk-transfer structures used in large-scale operating infrastructure, and with international vendor contracting for non-US production sites

Role-specific policy: For this role, we expect staff to be able to work from our San Francisco, Seattle, Washington D.C., or New York office at least 3 days a week, though we encourage you to apply even if you might need some flexibility for an interim period of time.

In 1924, Benjamin Graham began teaching a night class at Columbia Business School. His students were Wall Street professionals who came to learn a radical idea: that investing could be rigorous, disciplined, and principled, not merely speculative. Graham insisted that the best investors weren’t the ones with the sharpest instincts, but the ones who built the most trustworthy systems. He spent the rest of his career proving it.

A century later, most investment platforms still feel like they were designed for the speculative crowd. Mercury is building something different. We believe startups and growing businesses deserve investment infrastructure that is principled, transparent, and embedded in the tools they already use to run their finances. 

Our Treasury product already helps thousands of companies put their idle cash to work, and Mercury Invest brings investing to our personal banking* customers. We operate a registered investment adviser and are standing up an introducing broker-dealer to support these offerings.

We’re looking for a Head of Investments to lead this effort across both our business and personal investing products. This role will also serve in formal regulated capacities, including President of Mercury Advisory (our registered investment adviser) and CEO of our introducing broker-dealer.

This is a rare role: part investment leader, part product leader, and part regulatory executive. You’ll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with the rigor and care our customers trust us for.

*​​Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

In This Role, You’ll…

• Set the overall direction for our investment products across business and personal offerings (Treasury and Invest), including how we design, position, and evolve them over time, shaping how tens of billions of dollars are managed on behalf of our customers.
• Serve as President of Mercury Advisory (our RIA), acting as the firm’s accountable leader for investment strategy, client outcomes, and regulatory integrity. You’ll be a named executive officer and primary point of contact for regulators, responsible for the quality and consistency of the investment products and services we deliver.
• Serve as the CEO of our introducing broker-dealer, establishing strong governance, overseeing brokerage operations, and ensuring alignment across product, operations, compliance, and external partners.
• Act as the senior decision-maker on regulatory and business risk matters for our investment entities, synthesizing input from Legal, Compliance, Product, and represent those decisions to regulators when needed. You won’t delegate compliance awareness, you’ll live it.
• Foster relationships with key partners - custodians, fund managers, and critical vendors
• Build a culture that values analytical rigor, regulatory integrity, and the kind of product-minded thinking that makes Mercury distinctive.

You Might Be a Great Fit If You…

• Have 12+ years of experience in investment management, asset management, or wealth management, with meaningful time spent in a leadership role at an RIA, ideally one affiliated with a broker-dealer.
• Are eligible to serve (or have served) as a president of a registered investment adviser and a principal of a broker-dealer, and hold (or are able to obtain) a Series 24 license. You understand the regulatory landscape at a practitioner level, not just theoretically.
• Have experience owning trading operations and overseeing best-execution responsibilities within an affiliated RIA and broker-dealer, including how orders are submitted and managed to optimize execution quality at scale.
• Bring a strong product mindset, with experience building or scaling investment products and platforms in a high-growth environment.
• Have direct experience navigating SEC and FINRA regulatory requirements and working with examiners, and have helped build or operate investment platforms that meet regulatory standards.
• Are a first-principles thinker who can design investment products to meet the distinct needs of both corporate treasury customers and individual retail investors, balancing simplicity, performance, and operational scalability.
• Are a strong communicator who can make complex investment and regulatory concepts accessible to product teams, executives, and customers alike.
• Have a high bar for operational excellence and detail. You understand how breakdowns in trading, reconciliation, or reporting can impact the integrity of the entire system.

Organizational Context

• This role sits within the Product organization, reporting to the Head of Banking.
• You’ll work closely with Investments Operations, Investments Compliance, and the broader Risk and Legal teams.
• As President of Mercury Advisory and CEO of our broker-dealer, you’ll carry fiduciary and regulatory responsibilities that extend beyond typical product leadership.

The total rewards package at Mercury includes base salary, equity, and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees (any location): $289,700 - $362,100

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-MF1

Railroads didn’t change the world because tracks were laid once. The steam locomotive existed for decades before it transformed commerce. What changed everything was the expansion of connected networks: routes multiplied, standards emerged, and usage deepened over time. That expansion didn’t happen by accident; it was driven by people who identified where connections mattered most and helped existing infrastructure reach more users.

Mercury is at a similar moment.

More than 300,000 ambitious businesses already rely on Mercury to run their finances, but many are only beginning to tap into the full platform. As an early member of our Account Development team, your role is to do the same kind of work: helping customers move from initial adoption to deeper, more connected usage by expanding product adoption, preventing churn, and driving meaningful expansion revenue.

You’ll work directly with Mercury customers at the moments that matter most in their journey, providing a human touch when timing and context are everything. 

This is a quota-carrying role focused on expansion and adoption, while also serving as a critical feedback loop to inform how Mercury continues to evolve.

* Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

What you’ll do:

• Identify high-propensity accounts by leveraging product-usage data, lifecycle triggers, and predictive scoring models—engaging where additional solutions (Credit, Treasury, Working Capital, etc.) will create the most value.
• Consistently exceed monthly expansion goals by building and maintaining a robust pipeline.
• Design smart outreach, combining data insights, account research, and discovery to craft scalable one-to-many campaigns and targeted, high-touch engagements for top-value opportunities.
• Partner with Product and Marketing to test, learn, and refine our evolving go-to-market playbook.
• Master, and help evolve, our internal tools and processes to manage a high-velocity pipeline with maximum efficiency.
• Champion the Voice of the Customer, channeling feedback to Product and cross-functional teams to influence roadmap and strategy.

Who you are:

• 2–4 years in a quota-carrying Growth Sales, Account Management, or Customer Expansion role (FinTech a plus).
• Compelling communicator: able to translate complex concepts into crisp value propositions for founders, finance teams, and operators.
• Expansion Performance: Proven track record exceeding upsell targets through data-driven prioritization in a high-velocity environment.
• Builder’s mindset: energized by creating and iterating on processes within a fast-growing team.
• Bias to action & autonomy: swiftly converts new product launches and insights into cross-functional plays that reach customers and drive growth.
• Passion for FinTech or banking: you’re excited about shaping the future of modern financial services.

The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $119,400-$134,300
• US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $107,500-$120,900

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-BF1

About Mercury:

Mercury is a financial technology company building banking products for ambitious businesses. We've grown from a startup banking* platform to a company that manages tens of billions in deposits — and now we're taking the next step: pursuing a de novo bank charter to become a full-fledged bank.

This is a rare and defining moment. As we transition from fintech to bank, we need to build institutional-grade accounting infrastructure from the ground up. That work starts here.

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

The role:

Reporting directly to the Corporate Controller, the Bank Controller will own the accounting function for Mercury's banking entity. This is a foundational leadership role — you will build the policies, processes, systems, and team that enable Mercury to operate as a fully regulated insured depository institution.

You'll work at the intersection of technical accounting, regulatory compliance, and operational build-out. This isn't a role for someone who wants to maintain an existing function — it's for someone who wants to architect one and work closely with Engineering and Product.

What you'll do:

Bank accounting infrastructure

• Design and implement the Chart of Accounts, general ledger structure, and subledger architecture for the bank entity in accordance with call report and regulatory reporting requirements
• Establish bank-specific accounting policies covering investment securities (ASC 320/326), loan accounting, interest income accruals, ALLL/ACL methodology, and fee recognition
• Build out the bank's financial close process and reconciliation framework

Regulatory and call report compliance

• Lead preparation of FFIEC Call Reports (FFIEC 031/041), FR Y-9C, and other regulatory financial submissions on a quarterly basis
• Serve as the primary accounting subject matter expert in regulatory examinations (OCC, FDIC, Federal Reserve), responding to examiner requests and managing remediation items
• Implement and maintain the bank's accounting policy manual in compliance with GAAP, regulatory guidance, and safety and soundness standards
• Partner with Treasury on ALM reporting, liquidity coverage ratios, and interest rate risk disclosures

Financial reporting and controls

• Review the bank entity's standalone GAAP financial statements, including the balance sheet, income statement, and notes
• Design and operationalize the bank's SOX/SOC controls environment in partnership with internal audit and the holding company controller function
• Lead the bank's relationship with external auditors, coordinating the annual audit and interim reviews for the bank entity
• Establish and maintain robust reconciliation controls covering deposits, loans, investments, intercompany balances, and suspense accounts

Team and systems build-out

• Partner with Finance Systems and Engineering to implement or configure the bank's core accounting system, ensuring it supports regulatory reporting and audit requirements
• Define data flows between the bank's core banking system, the Double Entry Ledger, and Mercury's consolidated reporting infrastructure
• Collaborate cross-functionally with Legal, Compliance, Risk, Treasury, and Product to ensure the bank's accounting architecture supports new product launches and regulatory timelines

What we're looking for:

Required experience

• 10+ years of progressive accounting experience with meaningful time in banking 
• Deep familiarity with bank regulatory accounting, including Call Report preparation and GAAP as applied to insured depository institutions
• Strong technical accounting skills across investment securities (ASC 320/326), credit losses (CECL/ASC 326), interest income, and intercompany accounting
• CPA required

Strongly preferred

• Prior exposure to OCC, FDIC, or Federal Reserve examinations in an accounting or controllership capacity
• Hands-on experience building or materially transforming a bank accounting function or experience with a de novo bank charter, bank acquisition, or bank conversion
• Big Four public accounting background with a financial institutions practice

The kind of person who will thrive here

• You are a builder. You get energy from creating infrastructure, not just operating it
• You are comfortable operating in ambiguity. De novo chartering is inherently a process of writing the playbook as you go
• You can translate complex regulatory requirements into practical accounting policies and workflows that a high-performing team can execute
• You communicate fluently with regulators, auditors, engineers, and executives — calibrating your depth and language for each audience
• You have strong opinions on controls and data integrity, and you know how to build consensus to implement them without slowing the business down

Compensation

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

• Our target new hire base salary ranges for this role are the following:
• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $199,900 - 249,900
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $179,900 - 224,900
• Canadian employees (any location): CAD 189,000 - 236,200

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-SN1

"Start where you are. Use what you have. Do what you can." – Arthur Ashe

There's a version of investment products legal work that's mostly about maintaining what already exists. Reviewing disclosures that haven't changed in years, advising on products whose architecture was set long before you arrived. This isn't that. Mercury Treasury and Mercury Invest* are in some ways still taking shape and must continually rise to the occasion to meet evolving customer needs. The regulatory frameworks are complex, the product roadmap is ambitious, and the person in this role will have a direct hand in the high quality customer experience we deliver to Mercury users.

Who we are:

Since 2019, Mercury has been on a mission to reinvent banking* for the modern age. We blend elegant design and cutting-edge technology to offer checking and savings accounts, debit cards, payment services, credit products, cash management tools, and sophisticated analytics. Everything we build reflects our belief that finance should be thoughtfully crafted, fast, transparent, and frictionless.

About the team:

Our Product & Regulatory Legal team operates like the rest of Mercury: with urgency, curiosity, and a bias toward action. We embed with product teams from early ideation through launch, working alongside engineers, designers, and compliance partners to get products right. We move fast, we take ownership, and we don't wait to be asked: If something needs figuring out, we’re up to the task.

What you'll do:

• Own the investment products portfolio: Serve as the primary legal advisor for Mercury Treasury and Mercury Invest, the products through which Mercury's business and consumer customers access non-deposit investment products. You'll advise across the full product life cycle, including everything from supporting new feature development, drafting disclosures, calibrating on content for marketing and customer communications, and advising on operational matters with regulatory impacts.
• Work across the company: This role sits at the intersection of product, compliance, risk, engineering, and operations. You'll build relationships across all of these functions and bring legal perspective into conversations early; not as a checkpoint, but as a low ego, high ownership thought partner.
• Advise and support compliance: You'll work closely with Mercury's compliance team on regulatory matters affecting investment products, interpreting requirements, pressure-testing approaches, and supporting examination readiness with FINRA and the SEC.
• Flex and grow: While investment products are your home base, you'll also have opportunities to contribute across Legal on other product areas, gaining new experiences and broadening your expertise over time.
• Use AI intentionally: Bring a working knowledge of AI tools in legal workflows and a genuine interest in finding new ways to drive efficiency. We're building a legal team that works smarter, not just harder.
• Be a storyteller: Translate dense regulatory concepts into straightforward, energizing narratives for product teams and other stakeholders as well as external audiences.
• Stay curious and agile: Embrace each new regulation, market shift, or product pivot as a learning opportunity. Mercury's regulatory landscape is evolving quickly, and the scope of this role will grow with it. This is not a maintenance-only role.

What you should have:

• 6+ years of legal experience, with at least 2 of those years focused on non-deposit investment products.
• Familiarity with the Investment Advisers Act, Securities Act, Investment Company Act, Regulation Best Interest, Form CRS/ADV, FINRA rules, and related regulatory frameworks.
• Some in-house experience is preferred but not required. Bonus points for exposure to regulatory agencies relevant to these products, whether as a member of agency staff or as part of an industry role.
• Exceptional communication skills. You know your audience and you tailor accordingly. You're as precise in a Slack thread as you are in a regulatory filing, and you know the value of a well-selected emoji in one versus the other.
• A proactive sense of ownership. You're never afraid to say "I don't know, but I'll find out."
• Strong working knowledge of AI use cases within legal roles and/or financial services generally and genuine interest in using AI to drive efficiency in your work.
• Some additional experience outside the investments/brokerage space. The right candidate brings a broader foundation in financial services, payments, or fintech.

What will make you successful here:

Mercury is a place where legal counsel are expected to have a point of view. Not just about what the regulation requires, but about how the product can meet that bar in a way that's elegant, scalable, and good for customers. The people who thrive on this team treat ambiguity as an invitation rather than a reason to pause. They read a regulation and think about what it permits, not just what it prohibits. 

You'll also spend a meaningful amount of your time on work that doesn't look like traditional legal practice: scoping cross-functional projects, pressure-testing product designs, building operational processes alongside compliance and ops partners. If you're someone who gets energy from that kind of work, and who measures their own impact by whether the product got better and not just whether the memo was airtight, you'll do well here.

* Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Investment advisory products and services offered by Mercury Advisory, LLC ("MA"), an SEC-registered investment adviser. MA is a wholly-owned subsidiary of Mercury Technologies, Inc..

The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $219,000 - $273,800
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $197,100 - $246,400
• Canadian employees (any location): $207,000 - $258,700 CAD

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-JB1

As the Sr Manager of Treasury, you will be the primary driver of Gong’s Treasury operations, responsible for both the day-to-day execution and collaborate on the long-term scaling of the function. This is a high-visibility role within Finance where you will have independence to manage our liquidity, investment portfolio, and global risk management program in collaboration with the VP. You will be a critical cross-functional partner to FP&A, Accounting, Legal, Tax, Facilities, CISO, and others, ensuring our financial infrastructure supports Gong’s global trajectory.

RESPONSIBILITIES

• Act as the primary lead for daily treasury operations, including cash positioning, liquidity management, and global bank account administration across all entities
• Define and own the liquidity framework, maintaining rolling 13-week cash flow forecasts and partnering with FP&A to align quarterly Free Cash Flow projections with corporate goals
• Partner with the VP to manage the company’s investment portfolio, assisting in the monitoring of manager performance and ensuring all activity remains aligned with the corporate Investment Policy and liquidity requirements
• Drive capital efficiency by ensuring adequate funding across global bank accounts and identifying opportunities to invest excess daily cashLead the design and implementation of FX risk management, including the evaluation and execution of hedging programs to manage P&L volatility
• Champion treasury technology and automation, identifying and implementing tools to replace manual workflows and improve reporting scalability
• Establish and maintain a rigorous control environment, ensuring all banking portals, user permissions, and reporting follow SOX-compliant protocols
• Manage the corporate insurance and risk management program, leading the annual renewal process, data verification, and benchmarking to protect Gong as it scales
• Partner cross-functionally with Legal and Sales to review insurance provisions in commercial contracts and ensure compliance with customer and vendor requirements
• Serve as the primary day-to-day contact with the bank, managing information requests while assisting the VP in broader relationship strategy
• Define and report on Treasury KPIs, providing the Finance leadership team with visibility into investment returns, bank fees, and other important metrics

QUALIFICATIONS 

• 5-7+ years of experience in corporate treasury, with a proven track record in high-growth technology environments
• Expertise in cash management and liquidity forecasting, with a strong command of financial modeling and the ability to operate independently with high data integrity
• Strong analytical and financial modeling skills, with a proven ability to build complex, dynamic models in Excel to support liquidity, investment, and FX analysis
• Solid understanding of investment products and the mechanics of managing a corporate portfolio and its direct impact on Free Cash Flow
• Knowledge in FX risk management, including the execution of hedges and an understanding of currency impact on consolidated financial statements
• Experience managing corporate insurance renewals and reviewing complex contract provisions is highly desirable
• Self-starter mindset with the ability to multitask and prioritize competing priorities in an ambiguous, fast-paced environment
• Strong bias for action and execution, with the detail-orientation required to manage complex global banking and insurance workstreams
• Excellent communication and stakeholder management skills, capable of presenting complex treasury topics to senior leaders and cross-functional partners with ease
• Bachelors Degree in Finance, Economics, or Accounting; Master’s Degree or CTP designation a plus

PERKS & BENEFITS 

• We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs.
• Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle.
• Mental Health benefits with covered therapy and coaching.
• 401(k) program to help you invest in your future.
• Education & learning stipend for personal growth and development.
• Flexible vacation time to promote a healthy work-life blend.
• Paid parental leave to support you and your family.
• Company-wide recharge days each quarter.
• Work from home stipend to help you succeed in a remote environment.

The annual salary hiring range for this position is $124,000 - $195,000 USD. 

Compensation is based on factors unique to each candidate, including, but not limited to, job-related skills, qualification, education, experience, and location. At Gong, we have a location-based compensation structure, which means there may be a different range for candidates in other locations. The total compensation package for this position, in addition to base compensation, may include incentive compensation, bonus, equity, and benefits. Some of our sales compensation programs also offer the potential to achieve above targeted earnings for those who exceed their sales targets. 

We are always looking for outstanding Gongsters! So if this sounds like something that interests you regardless of compensation, please reach out. We may have more roles for you to consider and would love to connect.

We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Gong recruiting email communications will always come from the @gong.io domain. Any outreach claiming to be from Gong via other sources should be ignored.

Gong is an equal-opportunity employer. We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, military status, genetic information, or any other basis protected by applicable law.

To review Gong's privacy policy, visit https://www.gong.io/gong-io-job-candidates-privacy-notice/ for more details.

<<#LI-KG1>>

Anaplan seeks a Senior Manager, Technical Accounting to join our accounting team. We are looking for someone with strong technical accounting skills, who is a great collaborator, and is passionate about delivering quality results and driving continual improvement in a dynamic, high-growth environment. The role will report to the Director of Technical Accounting & Reporting and lead complex accounting matters, as well as play a key role in understanding and adopting new accounting standards. The role will partner with cross-functional team leads, including revenue operations, corporate accounting, legal, finance, treasury, and other subject matter experts and leaders within the Company. Our ideal candidate will enjoy a hybrid work schedule, with two days/week in our San Francisco office.

Your Impact

• Serve as a subject matter expert on complex topics, including business combinations (ASC 805), revenue recognition (ASC 606), leases (ASC 842), software capitalization, and stock-based compensation (ASC 718).
• Lead and perform technical accounting research and analysis for complex and non-routine transactions (e.g., M&A, debt/equity structures, and new business models), drafting audit-ready accounting memoranda under U.S. GAAP. Bring a point of view, rooted in technical accounting literature.
• Provide technical accounting support for M&A phases, including due diligence, deal structuring, and post-merger integration activities.
• Ensure all stock-based compensation awards are properly accounted for and reported in accordance with ASC 718 and related guidance.
• Assist the revenue recognition team during period close to review and approve non-standard and amended customer contracts, providing technical accounting guidance to evaluate accounting treatment for non-standard revenue terms as needed.
• Review final statutory (local GAAP) financial statements for each foreign subsidiary to identify and understand all local GAAP vs. U.S. GAAP differences, and ensure required U.S. GAAP adjustments are reflected accurately in consolidation (including proper elimination entries, CTA impacts, and disclosure considerations) as necessary.
• Stay current with changes in GAAP and SEC reporting requirements and accounting standards, and implement changes as necessary.
• Lead the preparation and review of company-wide accounting policies, ensuring consistent application and updating policies as new standards are adopted.
• Provide technical accounting guidance and disclosure recommendations, ensuring compliance with US GAAP and other reporting regulations.
• Drive the continuous improvement and scaling of accounting processes and internal controls, enhancing documentation and governance to support system enhancements and audit readiness.
• Foster strong partnerships across Corporate Accounting, Finance, Legal, and other advisors.
• Assist in various ongoing and ad-hoc projects or initiatives as needed.

Your Experience

• Licensed CPA, with a Bachelor's Degree or higher in Accounting, Business, or Finance-related field.
• 10+ years of progressive accounting, audit, and financial reporting experience (Big 4 and SaaS/technology experience strongly preferred). Advisory experience or National Office tour in a Big 4 public accounting firm is a plus.
• Deep expertise in US GAAP, including ASC 718, ASC 606, ASC 842, ASC 805, and equity/debt transactions.
• Proven success leading acquisition accounting or public company reporting initiatives.
• Proficient in the use of Microsoft Office Suite with strong Excel skills. Ability to build and interpret complex financial models and support schedules.
• Experience with systems such as Workiva, FloQast, or other ERP/reporting automation tools (Experience in Workday is a plus).
• Proven ability to independently research, analyze, and apply complex technical accounting guidance.
• Exceptional ability to influence cross-functional partners and communicate complex accounting issues with clarity.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Demonstrated ability to work independently with minimal guidance, proactively manages tasks and priorities across multiple projects, analyzes and executes work efficiently, collaborates effectively with cross-functional teams, and thrives in a fast-paced, results-driven environment.

WHAT WE’RE LOOKING FOR

We are looking for a Treasury Lead to own and scale key treasury accounting, reporting, and control processes as Lightning grows. You will play a critical role in supporting treasury-related activities across financing arrangements, capital investments, vendor obligations, cash management, hedging, and financial reporting. This role will partner closely with Finance, Accounting, Legal, Tax, Infrastructure Operations, Accounts Payable, and external auditors to ensure accurate reporting, strong controls, and scalable treasury processes.

This is a high-impact role for someone who combines strong technical accounting knowledge with an operational mindset. You will help evaluate complex financing structures, support accounting conclusions, maintain documentation, and strengthen the control environment around treasury activities. The treasury scope is deep, leadership visibility is high, and the work directly supports capital allocation, infrastructure growth, audit readiness, and financial accuracy.

This is a hybrid role based in either New York City or San Francisco with in-office requirements of 2 days per week. The salary range for this role is $185,000–$200,000.

WHAT YOU'LL DO

Build and own the treasury function

• Stand up Lightning AI's treasury operating model across the multi-entity group
• Establish treasury policies, controls, signature authorities, and procedures from the ground up
• Select and implement the treasury management system (TMS) and integrate it with NetSuite and the company's banking infrastructure
• Develop the multi-year treasury roadmap, including process design, automation priorities, and FTE buildout

Cash management and banking

• Own daily cash positioning, short-term liquidity forecasting, and intercompany cash movement across the entities
• Own the 13-week operational cash forecast on a weekly cadence, and partner with FP&A on the 12-month and long-range cash forecast — providing the cash-conversion layer that translates the operating plan into liquidity outcomes
• Manage banking relationships, account structure, and bank fee analysis; rationalize the post-merger banking footprint
• Oversee the payment operations partnership with Accounts Payable, including wire and ACH controls and fraud prevention

Debt, vendor financing, and covenant compliance

• Manage existing debt facilities, vendor financing, and equipment financing across the group, including draw and repayment schedules, interest, and fees
• Lead negotiation and execution of new vendor financing arrangements with hardware OEMs in support of GPU and data center capex
• Build and operate the covenant compliance reporting cadence, including financial covenants, reporting covenants, and lender notification requirements
• Partner with Strategic Finance on debt structuring, refinancing, and new capital raises

Risk management

• Establish counterparty risk monitoring across banks, vendors, and lenders
• Assess and execute FX hedging where exposures arise — currently limited, expanding as the business scales
• Coordinate the insurance program with Legal and Operations

Investment and capital structure

• Manage corporate cash investment policy and execution within board-approved guidelines
• Support capital structure analysis and optimization in partnership with Strategic Finance
• Provide treasury input on operating model design and entity structure decisions

Audit and cross-functional partnership

• Partner with the Technical Accounting team on the accounting treatment of treasury transactions — debt, vendor financing, derivatives, embedded features — providing the operational facts and documentation that support their technical conclusions
• Support the first-year audit on treasury-related areas, including cash confirmations, debt and financing schedules, covenant compliance documentation, and counterparty letters
• Communicate treasury matters clearly to non-treasury stakeholders across Finance, Accounting, FP&A, Legal, Tax, Infrastructure Operations, and the executive team

WHAT YOU'LL NEED

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; CTP, CFA, or MBA strongly preferred
• 8+ years of progressive treasury experience, with a mix of corporate treasury and ideally banking or capital markets exposure
• Strong command of corporate cash management, banking operations, and short-term liquidity forecasting
• Hands-on experience managing debt facilities and vendor or equipment financing arrangements, including covenant compliance
• Experience selecting, implementing, or substantially upgrading a treasury management system
• Track record of building treasury infrastructure — policies, controls, banking architecture, and reporting cadences — in a high-growth or post-merger environment
• Comfort with capex-heavy, capital-intensive business models, and a working understanding of how vendor financing, equipment financing, and asset-backed structures operate in practice
• Strong analytical skills with exceptional attention to detail, accuracy, and documentation quality
• Excellent written and verbal communication, with the ability to brief executives and translate treasury for non-treasury audiences
• Track record of cross-functional partnership with Accounting, FP&A, Legal, Tax, banks, lenders, and external advisors
• Bias toward building rather than maintaining; comfort operating in a fast-paced, foundation-building environment

Particularly strong candidates will bring:

• Prior treasury experience at a high-growth AI, cloud, infrastructure, or other capex-intensive technology company
• Direct experience negotiating vendor financing with hardware OEMs
• Experience supporting a first-year audit or significant treasury remediation
• Multi-entity treasury experience, including post-merger cash and banking integration
• Working knowledge of derivatives and hedge accounting concepts at an operational level — technical accounting is handled by the Corporate Accounting team

WHAT WE’RE LOOKING FOR

We are looking for a Director, Corporate Accounting to own and scale critical accounting operations as Lightning grows. You will be responsible for supporting accurate financial reporting, improving close processes, strengthening internal controls, and building scalable accounting workflows across the business. This role will partner closely with Finance, FP&A, People Operations, Sales Operations, Legal, and external advisors to ensure accounting operations are accurate, compliant, and built for scale.

This is a high-impact role for someone who combines strong technical accounting knowledge with an operational mindset. You will help manage core accounting activities, payroll accounting, commissions accounting, reconciliations, journal entries, close-related processes, and cross-functional accounting operations. The accounting scope is broad, leadership visibility is high, and the work directly supports financial accuracy, operating discipline, audit readiness, and long-term business scalability.

This is a hybrid role based in either New York City or San Francisco with in-office requirements of 2 days per week. The salary range for this role is $200,000–$220,000.

WHAT YOU'LL DO

Lead and build the Corporate Accounting team

• Hire, develop, and lead a team of 6+ across workstreams including revenue accounting (ASC 606), period-end general ledger close, fixed assets, and AP and AR operations
• Establish team operating cadences — close calendars, review meetings, escalation paths, and performance management
• Develop and mentor the team, building the bench needed as the business scales

Own the close across three legal entities

• Own the monthly, quarterly, and annual close across all entities, delivering stand-alone trial balances and a clean consolidation
• Build the close playbook, calendar, and review controls, currently undocumented
• Stand up the intercompany framework, elimination process, and consolidation cadence across the group

Deliver the first-year audit

• Serve as primary internal owner of the first-year audit, partnering with a Big 4 accounting firm
• Reconstruct subsidiaries' financial reporting pre- and post-merger, in partnership with external advisory teams
• Manage data requests, audit deliverables, and audit liaison support across accounting workstreams
• Partner with Tax, Treasury, and Strategic Finance on cross-functional audit areas

Manage consultant transition and efficiency

• Lead the structured transition of close work from consultants to a permanent in-house team
• Document every process before release, and define the scope of managed services while internal hires onboard
• Ramp consultant load down to under 10% of finance capacity before year-end as full-time hires become productive

Technical accounting and complex transactions

• Lead accounting memos under ASC 805 (purchase accounting), ASC 606 (revenue recognition for AI compute and infrastructure arrangements), ASC 842 (data center and equipment leases), ASC 360 (impairment), and ASC 350 (goodwill)
• Stay current on accounting developments relevant to AI infrastructure, including evolving guidance on cloud arrangements, data center leases, and capacity contracts

Operational accounting and systems

• Oversee revenue accounting, GL, fixed assets (GPU and data center capex), AP, AR, payroll accounting, and balance sheet integrity
• Lead the completion of the NetSuite implementation across procure-to-pay and order-to-cash, in partnership with the Finance Systems function
• Drive integration of ancillary systems (Ramp, Jira, Rippling, Justworks) into NetSuite with audit-clean data flow

Controls and audit readiness

• Establish foundational internal controls, documentation, and review processes
• Build out the control framework as the business matures
• Lead remediation of any findings from the first-year audit

WHAT YOU'LL NEED

• Bachelor's degree in Accounting, Finance, or a related field; CPA strongly preferred
• 10+ years of progressive accounting experience, with a mix of Big 4 public accounting and in-house controllership experience
• 5+ years managing accounting teams of 5 or more, with a track record of hiring, developing, and retaining strong accountants
• Demonstrated experience owning the close in a multi-entity environment, including stand-alone reporting, intercompany, and consolidation
• Strong technical command of U.S. GAAP, including ASC 606, ASC 842, ASC 805, ASC 350, and ASC 360
• Experience leading or significantly contributing to a first-year audit, audit remediation, or significant control build
• Hands-on experience with NetSuite implementation or significant optimization, particularly across procure-to-pay and order-to-cash
• Experience managing or transitioning offshore or outsourced accounting work back to an in-house team
• Comfort with the technical accounting demands of an infrastructure or capital-intensive business — high-volume capex, complex revenue arrangements, leases, and recent M&A
• Excellent written and verbal communication, with the ability to brief executives and external auditors and translate accounting for non-accounting stakeholders
• Bias toward building rather than maintaining; comfort operating in a fast-paced, foundation-building environment

Particularly strong candidates will bring:

• Prior experience at a high-growth AI, cloud, infrastructure, data center, or other capex-intensive technology company
• Post-merger integration experience, particularly leading integration of accounting operations across acquired entities
• Experience supporting significant compliance remediation
• Direct experience with GPU capex, data center leases, or vendor financing accounting
• Experience working with Big 4 accounting firms

Sales at Brex
The GTM team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

What you’ll do

As a Relationship Manager for our Startups team, you play a pivotal role in the success and satisfaction of our existing Startup clients by providing the necessary resources, guidance and support. This role requires excellent communication and interpersonal skills, a deep knowledge of Brex products, an understanding of the startup ecosystem and a passion for helping entrepreneurs and finance leaders achieve their goals.

Where you'll work

This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.
• Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively.
• Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.
• Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
• Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions.
• Execute competitive defense strategies to protect your book of business, cultivating relationships built on trust rather than simple cash incentives.
• Partner through strategic collaboration with cross-functional teams to deliver optimal solutions, products, and services to our clients.
• Prioritize field engagement by targeting in-person interactions with customers by having in-person meetings and touch points.
• Manage event curation by hosting at least one monthly client event, such as intimate dinners, workout sessions, or other curated experiences.

Requirements

• 4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
• Consistent record of exceeding quota and delivering top performance in competitive sales environments.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Proactive and results-oriented mindset, with the ability to work independently and as a part of a team.
• Strong organizational and project management skills, with the ability to multitask and prioritize effectively.
• Ability to analyze data and metrics to drive informed decisions and strategies.
• Strong understanding of the startup ecosystem.

Compensation

The expected OTE range for this role is $181,000 - $226,000. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Sales at Brex
The GTM team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

What you’ll do

As a Relationship Manager for our Startups team, you play a pivotal role in the success and satisfaction of our existing Startup clients by providing the necessary resources, guidance and support. This role requires excellent communication and interpersonal skills, a deep knowledge of Brex products, an understanding of the startup ecosystem and a passion for helping entrepreneurs and finance leaders achieve their goals.

Where you'll work

This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.
• Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively.
• Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.
• Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
• Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions.
• Execute competitive defense strategies to protect your book of business, cultivating relationships built on trust rather than simple cash incentives.
• Partner through strategic collaboration with cross-functional teams to deliver optimal solutions, products, and services to our clients.
• Prioritize field engagement by targeting in-person interactions with customers by having in-person meetings and touch points.
• Manage event curation by hosting at least one monthly client event, such as intimate dinners, workout sessions, or other curated experiences.

Requirements

• 4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
• Consistent record of exceeding quota and delivering top performance in competitive sales environments.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Proactive and results-oriented mindset, with the ability to work independently and as a part of a team.
• Strong organizational and project management skills, with the ability to multitask and prioritize effectively.
• Ability to analyze data and metrics to drive informed decisions and strategies.
• Strong understanding of the startup ecosystem.

Compensation

The expected OTE range for this role is $181,000 - $226,000. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Product at Brex

The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential.

What you’ll do

As Director of Product Management, Banking + AP, you will define and drive the strategy for one of Brex’s most critical domains: the Operating Account platform — the combination of Banking and Accounts Payable that makes Brex the place customers run payments from day one. Brex's banking product is used by tens of thousands of businesses to store $10B+ in total deposits, and our AP platform moves over $1B across hundreds of thousands of transactions each month. This role will own the end-to-end product vision and execution across customer accounts, money movement, treasury capabilities, liquidity management, accounts payable workflows, and regulatory-compliant banking services.

You will define how Brex wins in this category — turning banking and payables into a unified system customers choose to run their business. By aligning product capabilities with customer buying criteria, partner ecosystems, and segment needs, you will strengthen Brex’s competitive differentiation and expand our role at the center of business finance.

You will set multi-year platform strategy, lead and develop a team of Product Managers, and partner deeply with Engineering, Design, GTM, Risk, Legal, Compliance, Finance, and external banking partners. Your work will shape Brex’s competitive advantage in embedded banking and financial operations — making Brex indispensable to how businesses move and manage money, and enabling durable deposit growth as a natural outcome.

Where you’ll work

This role will be based in either our San Francisco, Seattle, or New York City office. You must be willing to work in the office at least 3 days per week on Monday, Wednesday and Thursday. Employees will be able to work remotely for up to 4 weeks per year, for a minimum of one week at a time.

Responsibilities

Define and drive Operating Account strategy

• Own the multi-year product vision and roadmap for Brex's Operating Account platform spanning Banking and Accounts Payable — aligned to company-level priorities.
• Identify and prioritize high-leverage opportunities that drive AP attach, deepen operating behavior, and grow durable DDA balances through payment activity rather than balance-seeking alone.
• Identify customer challenges across increasing coordination and control complexity, from admin-initiated payments and centralized AP through decentralized, multi-stakeholder procurement workflows.
• Balance innovation with regulatory rigor, ensuring long-term scalability and resilience.

Lead complex, regulated systems across Banking and AP

• Oversee core banking and AP domains including accounts, ledger systems, payment rails (ACH, wires, RTP, international), bill pay, vendor management, treasury workflows, and embedded financial services.
• Drive the integration of banking and AP capabilities into a unified operating experience, ensuring that money movement, vendor payments, and account management work seamlessly together.
• Engage deeply with Engineering and Risk in discussions around APIs, ledger design, reconciliation, data models, and risk controls, to design reliable and scalable systems.

Build and lead a high-performing PM team

• Manage and develop a team of Product Managers spanning banking and AP, fostering ownership, clarity, and high standards.
• Elevate product craft across the organization, being at the forefront of how the role is changing as we incorporate agents
• Establish strong operating rhythms for planning, prioritization, and cross-functional alignment.

Deliver measurable business impact

• Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency.
• Drive structured decision-making using data, experimentation, and financial modeling — with a sharp focus on the relationship between AP behavior and balance durability.
• Hold teams accountable to clear impact targets and measurable results.

Requirements

• 10+ years of product management experience, including leading and developing high-performing PM teams and building strong product cultures.
• Proven track record of setting and executing multi-quarter or multi-year strategies that delivered measurable business impact (growth, retention, revenue expansion, cost efficiency, or adoption).
• Strong business and systems thinking — able to translate complex operational or infrastructure challenges into simple customer experiences that drive adoption and long-term platform stickiness.
• Data-driven decision maker with experience defining success metrics, modeling business impact, and using SQL or similar tools to inform priorities and tradeoffs.
• Exceptional communicator who creates clarity in complex environments — distilling strategy, tradeoffs, and decisions into narratives that align executives and mobilize teams.
• Experience building trusted, mission-critical products where reliability, accuracy, and customer confidence are non-negotiable.
• High standards for product rigor and execution quality — consistently raising the bar for clarity of thinking, prioritization, and customer impact.

Bonus Points

• Experience building or scaling accounts payable, payments, or money movement workflows, especially in B2B environments.
• Experience with financial infrastructure, fintech platforms, or regulated products.
• Familiarity with distributed systems, APIs, ledgers, payment rails, or financial data models.
• Experience improving or automating procurement, bill pay, vendor management, or operational finance workflows.
• Track record of driving deposit growth, balance-based revenue, or usage-driven platform adoption.

Compensation

The expected salary range for this role is $340,000 - $425,000. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Product at Brex

The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential.

What you’ll do

As Director of Product Management, Banking + AP, you will define and drive the strategy for one of Brex’s most critical domains: the Operating Account platform — the combination of Banking and Accounts Payable that makes Brex the place customers run payments from day one. Brex's banking product is used by tens of thousands of businesses to store $10B+ in total deposits, and our AP platform moves over $1B across hundreds of thousands of transactions each month. This role will own the end-to-end product vision and execution across customer accounts, money movement, treasury capabilities, liquidity management, accounts payable workflows, and regulatory-compliant banking services.

You will define how Brex wins in this category — turning banking and payables into a unified system customers choose to run their business. By aligning product capabilities with customer buying criteria, partner ecosystems, and segment needs, you will strengthen Brex’s competitive differentiation and expand our role at the center of business finance.

You will set multi-year platform strategy, lead and develop a team of Product Managers, and partner deeply with Engineering, Design, GTM, Risk, Legal, Compliance, Finance, and external banking partners. Your work will shape Brex’s competitive advantage in embedded banking and financial operations — making Brex indispensable to how businesses move and manage money, and enabling durable deposit growth as a natural outcome.

Where you’ll work

This role will be based in either our San Francisco, Seattle, or New York City office. You must be willing to work in the office at least 3 days per week on Monday, Wednesday and Thursday. Employees will be able to work remotely for up to 4 weeks per year, for a minimum of one week at a time.

Responsibilities

Define and drive Operating Account strategy

• Own the multi-year product vision and roadmap for Brex's Operating Account platform spanning Banking and Accounts Payable — aligned to company-level priorities.
• Identify and prioritize high-leverage opportunities that drive AP attach, deepen operating behavior, and grow durable DDA balances through payment activity rather than balance-seeking alone.
• Identify customer challenges across increasing coordination and control complexity, from admin-initiated payments and centralized AP through decentralized, multi-stakeholder procurement workflows.
• Balance innovation with regulatory rigor, ensuring long-term scalability and resilience.

Lead complex, regulated systems across Banking and AP

• Oversee core banking and AP domains including accounts, ledger systems, payment rails (ACH, wires, RTP, international), bill pay, vendor management, treasury workflows, and embedded financial services.
• Drive the integration of banking and AP capabilities into a unified operating experience, ensuring that money movement, vendor payments, and account management work seamlessly together.
• Engage deeply with Engineering and Risk in discussions around APIs, ledger design, reconciliation, data models, and risk controls, to design reliable and scalable systems.

Build and lead a high-performing PM team

• Manage and develop a team of Product Managers spanning banking and AP, fostering ownership, clarity, and high standards.
• Elevate product craft across the organization, being at the forefront of how the role is changing as we incorporate agents
• Establish strong operating rhythms for planning, prioritization, and cross-functional alignment.

Deliver measurable business impact

• Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency.
• Drive structured decision-making using data, experimentation, and financial modeling — with a sharp focus on the relationship between AP behavior and balance durability.
• Hold teams accountable to clear impact targets and measurable results.

Requirements

• 10+ years of product management experience, including leading and developing high-performing PM teams and building strong product cultures.
• Proven track record of setting and executing multi-quarter or multi-year strategies that delivered measurable business impact (growth, retention, revenue expansion, cost efficiency, or adoption).
• Strong business and systems thinking — able to translate complex operational or infrastructure challenges into simple customer experiences that drive adoption and long-term platform stickiness.
• Data-driven decision maker with experience defining success metrics, modeling business impact, and using SQL or similar tools to inform priorities and tradeoffs.
• Exceptional communicator who creates clarity in complex environments — distilling strategy, tradeoffs, and decisions into narratives that align executives and mobilize teams.
• Experience building trusted, mission-critical products where reliability, accuracy, and customer confidence are non-negotiable.
• High standards for product rigor and execution quality — consistently raising the bar for clarity of thinking, prioritization, and customer impact.

Bonus Points

• Experience building or scaling accounts payable, payments, or money movement workflows, especially in B2B environments.
• Experience with financial infrastructure, fintech platforms, or regulated products.
• Familiarity with distributed systems, APIs, ledgers, payment rails, or financial data models.
• Experience improving or automating procurement, bill pay, vendor management, or operational finance workflows.
• Track record of driving deposit growth, balance-based revenue, or usage-driven platform adoption.

Compensation

The expected salary range for this role is $340,000 - $425,000. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.