Lead the preparation and review of quarterly and annual SEC filings.
Research, analyze, and document technical accounting conclusions under U.S. GAAP.
Support process improvement initiatives, automation efforts, and system implementations.
Kyverna Therapeutics is a patient-centered, clinical-stage biopharmaceutical company developing cell therapies for patients suffering from autoimmune diseases. Guided by our core values, they are committed to transforming the future of treatment for autoimmune disease.
Oversee the preparation and review of SEC filings and investor communications.
Manage a team of four, including two direct reports, and foster a culture of accountability.
Review technical accounting memorandums and provide guidance on U.S. GAAP matters.
Life360's mission is to keep people close to the ones they love by offering location sharing, safe driver reports, and crash detection. Life360 has more than 500 remote-first employees and is committed to innovation and delivering for their customers.
Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country.
Clear communication of all exam findings to branch management, exam managers and compliance leadership.
Ensure risks and adverse trends are identified and escalated.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. They have locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Provide onboarding documentation to prospective Advisors.
Obtain and review completed onboarding documentation while providing guidance.
Ensures compliance with industry rules and platform policies.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 with locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Support execution of construction, bridge, mezzanine, and development financing transactions.
Build and maintain project-level underwriting and capital stack models.
Prepare executive summaries, lender memos, and internal strategy materials.
Sanctuary builds nature-led, wellness-centered communities designed to feel alive. They are a global team of designers, architects, engineers, and dreamers building spaces that restore and inspire.
Provide senior-level compliance consulting services to investment advisors.
Manage ongoing client relationships and deliver high-quality service.
Serve as a senior subject matter resource for consultants across the organization.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Execute month-end and quarter-end close processes with the accuracy and timeliness required for financing reporting.
Prepare and review journal entries, account reconciliations, and supporting schedules in compliance with US GAAP.
Support external audits and tax preparation by providing documentation and schedules.
Securitize is a leader in tokenizing real-world assets, managing over $3.7B+ AUM, and bringing the world on-chain through tokenized funds in partnership with top-tier asset managers. It is a global, fully remote team backed by names in finance and technology, including BlackRock and Morgan Stanley.
Handling legal and regulatory matters for Crypto.com’s CFTC and SEC registered businesses in the US.
Assisting in drafting, reviewing and updating policies/procedures and terms and conditions related to the trading of various regulated products in the US.
Reviewing marketing and sales literature, presentations, and other educational materials for compliance with applicable CFTC, NFA, FINRA and SEC laws and regulations.
Crypto.com is the world's fastest growing global cryptocurrency platform serving more than 150 million customers. They are built on a foundation of security, privacy, and compliance and committed to accelerating the adoption of cryptocurrency.
Support the building, maintenance, and auditing of financial models for tax equity transactions.
Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ is composed of experts in energy, tax, finance, government, and technology with a remote-first operating model and a high-growth culture.
Conducting KYC and due diligence checks on customers, suppliers, and third parties.
Perform sanctions screening and support investigations into potential matches.
Review high-risk transactions, ensuring proper controls and escalation.
IVC Evidensia, the UK and Europe’s leading veterinary care group, is made up of over 900 practices and referral hospitals, united by a shared purpose of happier animals, happier owners. They support their people to make more impact, access more career opportunities, and play an active role in their local and professional communities.
Tax planning and preparation for high-net-worth individuals and their related entities.
Performing first reviews on certain individual and fiduciary returns.
Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
Focus Partners Wealth provides wealth, asset, and business management resources. They bring strength, innovation, and partnership to client relationships with over $180 billion in regulatory assets under management.
Draft, review, and negotiate commercial agreements.
Advise on product-related legal issues.
Support compliance with data privacy laws.
Netomi is the leading agentic AI platform for enterprise customer experience. They enable agentic automation at scale across the entire customer journey with global brands. They are backed by WndrCo, Y Combinator, and Index Ventures.
Own the commercial contract function, negotiating vendor agreements and tech integrations.
Drive corporate governance, managing board materials and corporate records.
Support M&A from the inside, participating in domestic and cross-border transactions.
Tilt provides mobile-first financial products and machine learning-powered credit models. They have millions of customers worldwide and are creating a new credit system that backs the working.
Manage transaction workflows end-to-end, including document compliance, commission processing, and agent support.
Serve as a key partner to agents, guiding them through systems, processes, and requirements while ensuring accuracy and timeliness.
Proactively identify issues and drive solutions with a strong understanding of compliance, financial accuracy, and internal systems.
SERHANT. is the most followed real estate brand globally, redefining the traditional brokerage model through media, content, and innovation. Powered by a full-service in-house film studio and amplification platform, they position properties—and agents—in front of more people.
Oversee all legal matters for Berkley Embedded Solutions and Berkley One.
Serve as a strategic advisor to executive leadership and provide legal support for day‑to‑day business operations.
Ensure compliance with state and federal requirements and adherence to corporate legal mandates.
Berkley Embedded Solutions is a member company of W. R. Berkley Corporation that is redefining how protection is delivered by embedding insurance seamlessly into the purchase experience for customers across diverse industries. They operate with entrepreneurial agility backed by the strength and stability of a premier insurance organization.
Reconciliation of trading affirmation/confirmation platforms
Research/resolve settlement breaks
Trade error management between internal and external trading desks
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more. They serve over 31,300 families across 90+ cities in the U.S. and were ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
Assist attorneys with litigation and transactional matters.
Support an active internal investigation for a client.
Coordinate scheduling and calendar management.
Molt Legal Partners, LLC has partnered with a growing Nashville-based law firm. They are seeking a remote paralegal to support their team of attorneys.
Establish and lead the stock administration function, including policies, processes, controls, and systems.
Lead the transition from an existing legacy equity platform to a scalable, public-company-ready equity administration system.
Ensure accurate and timely equity accounting in accordance with ASC 718 and public-company standards.
Grafana Labs is a remote-first company focused on open-source visualization and observability tools used globally. It fosters a high-growth, collaborative culture with transparent communication and empowered teams.
Assist attorneys with litigation and transactional matters
Support document management, drafting, and case organization
Coordinate scheduling and calendar management
Molt Legal Partners, LLC is seeking an experienced remote paralegal to join their contract support team. This position will provide ongoing support to a team of three attorneys.