Identify and explore potential AI and automation applications that reduce manual effort and increase reliability of AR and cash reconciliation workflows, prioritize opportunities to support rapid AUM and advisor growth.
Develop advanced models, scripts, and workflows (AI-enabled workflows, scripting tools, SQL, Google Sheets).
Identify structural weaknesses in current workflows and proactively redesign them.
Create structured intake and prioritization frameworks for Finance data requests.
Operate with extreme precision and attention to detail in high-stakes financial environments; ensure documentation, controls, and auditability across all finance data systems.
Serve as the primary Finance counterpart to our Data team, collaborate with leaders from different departments to secure alignment for reporting.
Drive the execution to completion, from planning, scoping + defining, to deployment.
Use AI to build reporting infrastructure for revenue, AR aging, cash flow, and collections cycle time that spans multiple data-sources (custodians (e.g., Schwab, Fidelity), Salesforce, ERP, and internal systems).

Requirements

Minimum of 5 years in Finance, Finance Operations, RevOps, BizOps, or a highly analytical function within a fintech. Experience in a startup and/or with AI implementation is highly desirable.
Strong knowledge of AI and data infrastructure frameworks, tools, and methodologies.
Fluent in scripting (e.g., Python), SQL and advanced Excel/Sheets.
You have experience stitching data across multiple systems (CRM, ERP, payment platforms, internal databases).
You’ve built or significantly improved financial reporting, reconciliation, or revenue data systems.
You are deeply analytical and comfortable working with large, complex datasets.
You have exceptional attention to detail and operate with precision in financial environments where accuracy is critical.
You are highly organized and capable of managing multiple complex workstreams simultaneously.
You are self-directed and proactively identify structural problems before being asked to solve them.

Benefits

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

AIautomationscriptingSQLGoogle SheetsPythonExcelfinancial reportingdata infrastructurereconciliation

Soft Skills

attention to detailanalyticalorganizationalself-directedcollaborationproblem-solvingprecisionmulti-taskingcommunicationleadership