Lead end-to-end accounting operations across assigned regions or countries, including payroll, fixed assets, and intercompany transactions.
Ensure compliance with internal policies, accounting standards, and internal controls, supporting audits and financial reporting.
Collaborate with operations and finance teams on budgets, forecasts, and process improvement initiatives.
One Identity provides identity security solutions that help organizations strengthen operational efficiency and reduce risk. With a global team, the company fosters a culture of collaboration and innovation.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
Lead operational tax strategy and compliance across the UK and Europe, including BBSI, ISA reporting, FATCA, CRS, and CT61s.
Partner with Product and local teams to embed tax considerations into new products and market entries.
Stay ahead of tax law changes and translate them into actionable steps for the business.
Monzo is a digital bank on a mission to make money work for everyone, offering personal and business accounts, savings, investments, and pensions. With a growing customer base in the UK, Monzo is known for its hot coral cards, get-paid-early feature, and award-winning customer service, fostering a culture of innovation and inclusion.
Provide remote financial advice to customers, handling complex pension consolidation and drawdown cases.
Review and sign off advice plans generated by the Advice Engine, ensuring suitability and quality.
Coach less experienced advisers and contribute to shaping House Rules and service improvements.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Manage a portfolio of enterprise partners, serving as their trusted advisor and driving strategic account growth.
Drive deep adoption of Plooto across firm leadership and client base to maximize platform value.
Identify and close upsell and cross-sell opportunities while leading executive business reviews and expansion planning.
Plooto is a Canada-born fintech company that makes payments secure and stress-free for small and mid-sized businesses. The team values integrity, agility, and heart, and is scaling its operations.
Act as the single point of contact for plan sponsors, delivering superior customer service and solving issues.
Communicate key plan features, assist with compliance, and manage annual testing and reporting.
Maintain up-to-date knowledge of ERISA legislation and collaborate cross-functionally to optimize customer plans.
Human Interest is on a mission to ensure that all workers have access to retirement benefits by making it affordable for small and medium-sized businesses. It is a high-growth fintech company backed by top investors including BlackRock, SoftBank, and TPG, and has been recognized as a Great Place to Work.
Prepare and issue accurate client invoices according to established schedules.
Perform bank reconciliations, journal entries, and payroll accounting.
Collaborate with cross-functional teams across multiple time zones.
This company supports essential financial operations within a growing, technology-focused environment. It offers a collaborative, remote-first culture with international teams across North America, India, and the Philippines.
Review and approve customer account setups, ensuring billing details and compliance with company standards.
Prepare accurate and timely billings, utilize multiple portals for invoice submissions, and maintain contract billing details in the MIS.
Monitor collections, handle billing voids and write-offs, and assist with audits and risk management.
Woolpert is a global leader in architecture, engineering, and geospatial services, blending design excellence with cutting-edge technology. With over 60 offices worldwide, it is certified as a Great Place to Work and emphasizes innovation, collaboration, and career growth.
Lead AML/CFT compliance as Principal Officer, overseeing PMLA and FIU-IND requirements.
Manage AML framework including policies, risk assessments, transaction monitoring, and regulatory reporting.
Serve as primary contact for FIU-IND, handle STR/CTR filings, and oversee KYC/CDD and sanctions.
Bybit is a leading cryptocurrency exchange and digital financial platform, serving over 80 million users globally. With a global team of ambitious builders, we foster a high-performance, fast-moving environment where talent is empowered.
Develops and implements multi-channel participant communications strategies for high-profile retirement clients.
Collaborates with clients and internal teams to deliver compliant, engaging plan communications on time and budget.
Mentors team members and manages quality, metrics, and strategic initiatives.
Empower is a financial services company helping people achieve financial freedom through retirement savings and investment solutions. It fosters a flexible, inclusive culture with internal mobility and community involvement.
Execute day-to-day transfer agency operations including transaction processing, KYC/KYB, and shareholder support.
Ensure compliance with SEC rules and DTCC systems, handle reconciliations and escalation with precision.
Support issuer onboarding, corporate actions, proxy season, and legacy data migration with meticulous attention to detail.
Vinyl Equity is a U.S. stock transfer agency providing transfer agency, compliance, and shareholder services. The company is building an India operations team and emphasizes precision, escalation judgment, and SOP discipline.
Manage account-related requests through Schwab Advisor Services, including openings, transfers, and maintenance.
Provide administrative support to advisors, coordinating requests, deadlines, and client meetings.
Maintain client records, track outstanding requests, and ensure compliance-aligned documentation.
The company is a wealth management advisory firm that provides essential operational support to help client accounts stay accurate and organized. It is a close-knit, supportive team that values family, personal time, flexibility, and a positive working environment.
Serve as the senior-most India-based leader, acting as statutory Board Director and General Manager.
Ensure full legal, tax, and regulatory compliance for the India entity.
Bridge global strategy with local execution and lead India operations.
Zapier is an automation company that helps businesses connect apps and automate workflows. It is a fully remote company with a culture of efficiency and creativity.
Cadana provides global payroll, payments, and fintech infrastructure through a consultative selling approach. It is a remote-first startup with a cross-functional team focused on building trust with clients.
Manage system capital flow logic and connect fiat channel access, including launch testing and process optimization.
Resolve customer capital issues daily by cooperating with customer service and making accurate, timely judgments.
Support marketing activity distribution, monitor fund data, and guide subordinates on reconciliation and system issues.
Binance is a leading global blockchain ecosystem and operates the world's largest cryptocurrency exchange by trading volume and registered users. Trusted by over 300 million people in more than 100 countries, it offers a wide range of digital-asset products while aiming to improve global financial access.
Perform supervisory reviews and approvals of client accounts and transactions requiring oversight.
Research and resolve complex account, suitability, and regulatory matters.
Monitor supervisory systems to identify unusual activity and potential risks.
Raymond James is a diversified financial services firm providing wealth management, capital markets, and banking. Founded in 1962, it has a people-first culture and operates across the US, Canada, UK, and Germany.
Process corporate action entitlements and related transactions accurately within established service levels.
Analyze data, resolve discrepancies, and collaborate with internal and external stakeholders to maintain service quality.
Support process improvements, training, and operational initiatives while adhering to risk controls.
A financial services operations company supporting global securities and investment activities. The company fosters a fast-paced, risk-aware environment with a collaborative culture.
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts.
Nurture long-standing client relationships, onboard new accounts, and coordinate account opening processes.
Direct Trust Administrators in processing trades, transfers, and reconciliations while ensuring compliance and audit readiness.
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.
Oversee fund operations and financial reporting for leading private equity clients.
Prepare and review journal entries, capital calls, distributions, and performance metrics like IRR.
Manage audits, tax requests, and train junior staff while driving process improvements.
IQ-EQ is a leading investor services group providing administration, accounting, reporting, and compliance worldwide. With 6,500+ employees and US$857B in AUA, it emphasizes ESG, technology, and inclusive culture.