Boston or New York City or Phoenix or San Francisco or Seattle
$184k-$294k/yrHybridFull Time
AxonNASDAQ: AXON: Develops weapons and software for law enforcement and safety.
8+ YOECPA with 8+ years in top-tier accounting or strategy firms; strong US GAAP and SEC reporting knowledge; SOX experience; memo writing and cross-functional collaboration.
Monogram Health: Provides in-home medical care for patients with chronic conditions.
8+ YOEBachelor's degree required (advanced degree preferred), 8+ years healthcare experience with 3+ years in strategic finance/strategy, advanced PowerPoint, financial modeling, AI tool experience (ChatGPT, Claude), and strong stakeholder/influencing skills.
Edward Jones: Offers investment management and financial planning through local branches.
7+ YOEBachelor's in a business discipline (or equivalent experience), 7+ years relevant experience, advanced Excel/PowerPoint/Word, financial analysis and modeling, strong communication and presentation skills, ability to translate strategy into requirements.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Power BI, Power Query
Edward Jones: Provides personalized financial advice and wealth management services.
7+ YOEBachelor's degree in business or relevant work experience, 7+ years of relevant experience, advanced financial analysis and modeling, Microsoft Office proficiency, and ability to lead complex cross-functional initiatives.
SQL, Power Query, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Denver or Phoenix or Quincy or Santa Clara or Ashburn
$150k-$160k/yrOnsiteFull Time
Vantage Data Centers: Provides hyperscale data center campuses for cloud and AI providers.
8+ YOEBachelor's degree and 8+ years in commercial strategy, enterprise deal execution, contract structuring, commercial operations, or development strategy; requires financial acumen and enterprise contract expertise.
Rochester or Saint Petersburg or Phoenix or Cincinnati or Allentown
$73k-$115k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
2+ YOEBachelor's in business/finance/management/strategy required; Master's preferred. 2 years experience in corporate development/strategy/finance or related. Financial modeling, market research, and analytics experience.
New York City or Scottsdale or San Francisco or Chicago
$186k-$255k/yrHybridFull Time
Early Warning Services: Operates payment and risk solutions for the financial industry.
12+ YOEBachelor’s degree in Business, Finance, Economics, or related; 12+ years in fintech/financial services strategy; experience building strategy frameworks and operating models; strong cross-functional execution and executive communication.
San Diego or Fort Mill or Charlotte or New York City or Boston or Austin or Tempe
$160k-$267k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOEBachelor's degree and 5+ years in financial services or wealth management with experience in affiliation models, advisor segmentation, value proposition design, and cross-functional strategy.
5+ YOEBachelor's degree and 5+ years in financial services or wealth management with experience in affiliation models, advisor segmentation, value proposition design, strategy, analytics, and cross-functional execution.
Rock Island or St. Louis or Kansas City or Madison or Phoenix or Charlotte or Minneapolis or Jacksonville or Washington or Indianapolis or Raleigh or Des Moines or Philadelphia or Dallas or Naperville or Rockford or Boston or Chicago or Bettendorf
$200k-$275k/yrOnsiteFull Time
IMEG: Provides engineering design and consulting for buildings and infrastructure.
10+ YOE10+ MgmtBachelor's in accounting/finance/business required, MBA preferred. 10+ years CFO experience, M&A experience, strong financial strategy, forecasting, governance, and executive presence; Microsoft Office proficiency and ability to travel up to 30%.
Microsoft Word, Microsoft Excel, Microsoft Outlook
10+ YOE6+ Mgmt10+ years in business execution, implementation, or strategic planning; 6+ years management; deep experience in business banking, deposits strategy, product design, go-to-market, data & analytics, financial analysis, and leadership.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelors degree typically required, minimum 2 years relevant experience; FINRA Series 7 and 66 (or 63/65) and life & health insurance required; experience in client prospecting, financial planning, investment and insurance strategy, and strong communication skills.
AmazonNASDAQ: AMZN: Global online retail and cloud computing technology provider.
3+ YOEBachelor's degree in finance, accounting, business, economics, or related analytical field; 3+ years of finance or analytical experience; cross-functional strategy and financial data analysis experience.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
5+ YOERequires 5+ years in product management, product development, strategic planning, process management, or change delivery; experience in consumer lending or related financial services is preferred.
New York City or San Francisco or Seattle or Los Angeles or Chicago or Sunnyvale or Austin or Denver or Atlanta or Miami or Boston or Washington or Phoenix
$87k-$128k/yrOnsiteFull Time
DoorDashNYSE: DASH: Local food delivery and on-demand logistics platform.
Requires SQL, BI tools, Excel or Google Sheets, financial modeling, forecasting, analytical rigor, cross-functional collaboration, communication, strategic initiative ownership, and adaptability.
SQL, Mode, Sigma, Tableau, Microsoft Excel, Google Sheets, Claude Code, Codex, Cursor
Plano or Tampa or Charlotte or Colorado Springs or Phoenix or San Antonio or United States
$127k-$243k/yrHybridFull Time
USAA: Provides insurance and banking to the military community.
6+ YOEBachelor’s degree or equivalent experience; 6+ years in analytical work, credit risk, or advanced analytics; expertise in consumer credit strategy, financial analysis, regulations, SQL or SAS, and Microsoft Office.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, SAS, Visual Basic, Experian Sandbox, LexisNexis
American ExpressNYSE: AXP: Global financial services and credit card payment network.
7+ YOEBachelor's degree required; 7+ years preferred in consulting, strategy, transformation, or analytics, plus global team leadership, advanced analytics, financial modeling, executive influence, and cross-functional transformation experience.
SQL, Tableau, Power BI, Alteryx, Databricks, Python
Tech Advisor Strategy & Ecosystem - Product Support Engineer
Tempe, Arizona, United States
OnsiteFull Time
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
Bachelor's degree or equivalent experience in a technology field; strong customer service, analytical and communication skills; familiarity with SQL or Salesforce a plus; financial services background preferred.