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Headquarters: United States, Remote

Job Title:  Financial Analyst

Location: United State, REMOTE

Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

THE OPPORTUNITY:

At Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization. We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to turn operational data into strategic growth.

On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Customer Success, Professional Services, and G&A organizations alongside our FP&A leadership. Specifically, you will:

• Lead Financial Partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis.
• Maintain Revenue & Retention Metrics: Own the source of truth for retention and churn forecasting models, partnering directly with Revenue Operations and Order Management to ensure data integrity.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, identifying key operational trends, and communicating insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Strategic Modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.

WHAT WE’RE LOOKING FOR:

We are seeking a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

THE TEAM:

The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

THE SKILL SET:

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR).
• Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management.
• High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities.
• Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’. 

At Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.

We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.

If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!

______________________________________________________________________________________________

Please note that all official communication regarding job opportunities at Salesloft will come from @ salesloft.com email address. If you receive messages on LinkedIn or other job platforms claiming to be from Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers site.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration.

 

#LI-REMOTE

It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable.  The goal of Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.  

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.

The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans. 

Base Pay Range$67,000—$77,500 USD

To apply: https://weworkremotely.com/remote-jobs/salesloft-financial-analyst

Headquarters: United States, Remote

Job Title:  Financial Analyst

Location: United State, REMOTE

Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

At Clari + Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization. We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to ensure our R&D investments directly fuel platform innovation and growth.

On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Research & Development (Product & Engineering) organization alongside our FP&A leadership. Specifically, you will:

• Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions.
• Support Financial Operations: Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.

WHAT WE’RE LOOKING FOR:

We are seeking a self-motivated, tech-savvy, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to optimize financial strategy for software engineering teams. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

THE TEAM:

Our Clari + Salesloft Finance team is comprised of seasoned and up-and-coming finance and analytics professionals.

The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

THE SKILL SET:

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).
• Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly.
• Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management.
• Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’.

WITHIN ONE MONTH, YOU’LL:

• Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique 
• Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)
• Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
• Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you
• Be introduced to our financial statements, systems (especially Pigment), processes, and data

WITHIN THREE MONTHS, YOU’LL:

• Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting
• Become proficient in using al systems, especially Pigment
• Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast
• Drive the month end close reporting and variance analysis for your group(s)
• Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making

WITHIN SIX MONTHS, YOU’LL:

• Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support
• Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement
• Own the monthly financial reporting to your respective group(s), including ELT member

WITHIN TWELVE MONTHS, YOU’LL:

• Own the budget and long-range planning for your group(s)
• Contribute to broader company-wide strategic planning in support of long-term goals and initiatives
• Proactive identity areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization 

At Clari + Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.

We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.

If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!

______________________________________________________________________________________________

Please note that all official communication regarding job opportunities at Clari + Salesloft will come from an @clari.com  or @ salesloft.com email address. If you receive messages on LinkedIn or other job platforms claiming to be from Clari + Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers site.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration.

 

#LI-REMOTE

It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable.  The goal of Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.  

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.

The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans. 

Base Pay Range$67,000—$77,500 USD

To apply: https://weworkremotely.com/remote-jobs/salesloft-financial-analyst-r-d

POSITION OVERVIEWWe are hiring a Financial & Bookkeeping Virtual Assistant to support a growing franchise organization that operates multiple business units in the hospitality and entertainment space.

We’re building a new healthcare clearinghouse

Stedi is the only headless clearinghouse and RCM engine. Headless means every part of our product is accessible via API. Developers and AI agents build their own interface on top of it. By offering modern, AI-ready APIs alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions. Our clearinghouse product and customer-first approach have set us apart. Stedi was ranked by Ramp as one of the fastest-growing SaaS vendors.

Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; a passion for automation and eliminating toil; and $142 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.

To see what we ship, watch the 2026 Stedi Keynote. To learn more about how we work, watch our founder Zack’s interview with First Round Capital.

What we’re looking for

We’re hiring an experienced FP&A professional to raise the bar for business operations as Stedi enters its next stage of growth. You will build upon our existing models, metrics, and systems to deepen our understanding of the business, improve the accuracy and sophistication of our forecasts, and ensure our financial infrastructure scales with the company. You will report to the Head of Finance & Operations and work closely with our CEO and leaders across the company.

You will do more than operate existing FP&A processes or drive standard budgeting work. You will develop a deep understanding of how the business operates and use that foundation to tackle difficult strategic financial and operational questions. We have a high bar for accuracy and trust in our financial reporting, and you will be expected to understand the numbers from the source data through the final output.

We also expect you to aggressively leverage technology, looking for opportunities to automate manual work, improve how financial data flows, and use modern tools and AI to make our forecasting and analysis faster, more reliable, and more scalable.

The ideal candidate combines exceptional financial and analytical rigor with a builder’s mindset. You should be equally comfortable tracing a number back to its source, designing a model from scratch, and taking a difficult, ambiguous business question and turning it into rigorous analysis. If you care deeply about understanding the drivers of a business, translating them into rigorous models and forecasts, and building systems that become more powerful and trustworthy as the company scales, this role will provide meaningful ownership and impact.

What you’ll do

• Own and continuously improve Stedi’s company financial model, including revenue, expenses, headcount, cash, and long-range forecasting

• Build the metrics, models, and reporting infrastructure we use to understand business performance, with a high bar for accuracy, consistency, and traceability to underlying data

• Own our annual planning and ongoing forecasting processes, developing assumptions and models that reflect how the business actually operates rather than relying on static or top-down forecasts

• Develop reporting and analysis that clearly explains performance against plan, including the underlying drivers of revenue growth, gross margin, operating expenses, and cash

• Partner closely with Accounting to digest monthly results and relevant accounting considerations, comparing projections to actuals and translating performance into reliable management reporting, forecasts, and models

• Build models to answer difficult strategic questions across the business, including customer and product economics, pricing, gross margin, infrastructure costs, investment decisions, and long-range growth scenarios

• Own headcount and spend planning across the company, ensuring our forecasts accurately reflect hiring plans, commitments, and other expected investments

• Develop and maintain cash and runway forecasts that give leadership a clear view into our capital needs under a range of operating scenarios

• Automate financial data collection, reporting, and analysis wherever possible, using modern tooling and AI to eliminate manual work and improve the speed and reliability of our financial systems

• Work directly with the Head of Finance & Operations and CEO on financial analysis for major company decisions, board discussions, and other high-priority strategic questions

Who you are

• You have 4+ years of experience across FP&A, strategic finance, investment banking, private equity, consulting, or similarly rigorous analytical roles, including meaningful experience operating inside a high-growth startup

• You have exceptional financial modeling skills and can independently build a model from raw inputs through a decision-ready output

• You understand the relationship between financial statements and operating metrics and can connect the underlying mechanics of the business to financial performance, and accurate forecasts and analysis

• You are highly technical for a finance professional. You look for opportunities to automate workflows, work directly with underlying data, and use modern tools and AI to build financial systems that are faster, more reliable, and less dependent on manual processes

• You can independently take an ambiguous strategic question, determine what actually matters, structure the analysis, and develop a rigorous answer

• You communicate complex financial analysis clearly. You can explain not only what changed, but why it changed, what matters, and what we should take away from it

• You thrive in ambiguity, create structure from chaos, and can independently design scalable processes and systems from scratch

• You are relentless and resourceful. When something doesn’t reconcile or an answer doesn’t make sense, you keep going until you understand why

• You move fast and operate with precision. You thrive in an environment where clarity, accountability, and urgency matter

We’ve been made aware of individuals impersonating the Stedi recruiting team. Please note:

• All official communication about roles at Stedi will only come from an @ stedi.com email address, or from our official identification verification partner, Persona, @frompersona.com.

• If you’re unsure whether a message is legitimate or have any concerns, feel free to contact us directly at careers@stedi.com .

We appreciate your attention to this and your interest in joining Stedi.

At Stedi, we’re looking for people who are deeply curious and aligned to our ways of working. You’re encouraged to apply even if your experience doesn’t perfectly match the job description.

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments.

Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic’s developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years.

We’re building a future where access to better financial products materially improves people’s lives, free from the constraints of 30-year-old mainframes and legacy processors. We’re proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others.

We’re a team of 170+ across 26 states and 7 countries, headquartered in New York City.

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments.

Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic’s developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years.

We’re building a future where access to better financial products materially improves people’s lives, free from the constraints of 30-year-old mainframes and legacy processors. We’re proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others.

We’re a team of 170+ across 26 states and 7 countries, headquartered in New York City.

We are hiring a Senior Risk Associate to run Lithic’s risk assessment function: the client risk assessment program, the third party risk management program, and the enterprise risk assessment. You will execute the assessments, own the operations that keep them on schedule and defensible, and continuously improve the rubrics, questionnaires, registers, and SOPs that govern them. You will also own program underwriting: the criteria, limit and reserve recommendations, and periodic reassessment that follow a client from diligence through scale.

This is an AI-forward role. Lithic is deploying agentic tooling across diligence and documentation workflows, and this role owns that build in the assessment domain: testing, tuning, and documenting the tooling so routine collection, review, and drafting are absorbed by automation, while you own the judgment calls, the exceptions, and the written product that goes to partner banks and examiners.

This role operates with limited guidance and owns its programs end to end. It is sized for ownership, orchestration, and judgment rather than queue/ticket processing.

What You’ll Do

• Execute client risk assessments end to end: document collection, interviews, scoring against the weighted risk typologies, written assessment, tier determination, and pre-launch conditions.
• Own program underwriting: apply and maintain underwriting criteria, recommend spend, transfer, and reserve limits, and reassess programs as volume, product mix, and financial condition change.
• Run third party risk operations: vendor intake and tiering, due diligence and certification report review, control effectiveness ratings, the vendor risk register, annual reviews, and vendor issue and incident tracking.
• Support the enterprise risk assessment and the risk register: maintain the assessment inventory and calendar, collect and test control evidence, apply the enterprise rating methodology consistently across sub-assessments, and prepare Enterprise Risk Committee materials.
• Continuously improve the programs: refine rubrics, weights, questionnaires, and templates based on observed outcomes, and author and maintain the SOPs that make each assessment repeatable by someone other than you.
• Test, deploy, and tune agentic tooling across the assessment workflows, including document review, questionnaire analysis, vendor due diligence, and drafting, and document the context that makes the output repeatable and defensible.
• Define and report the KPIs and KRIs for the assessment programs, and surface concentration, trend, and thematic findings to leadership and oversight forums.
• Serve as the evidence owner for partner bank, audit, and examiner requests touching client, third party, and enterprise risk assessment.
• Mentor and cross-train teammates on assessment methodology, scoring discipline, and the tooling.

What You’ll Bring

• Hands-on experience conducting risk assessments in fintech, payments, or banking, across client or counterparty, third party or vendor, and enterprise or operational risk.
• Working knowledge of underwriting fundamentals: financial statement review, liquidity and runway analysis, loss and exposure monitoring, and limit setting.
• Fluency with rubric-based scoring methodologies and the discipline to apply them consistently and defend a rating.
• A track record of owning discrete risk programs end to end with limited guidance, including authoring the SOPs and defining the metrics that govern them.
• Ability to read control reports (ISO 27001, SOC 2 Type II, PCI DSS AOC) and translate findings into a residual risk position and a remediation ask.
• Comfort working with AI-assisted or agentic tooling, including how to test, tune, document, and defend AI-assisted decisions to bank partners and regulators
• Self-starter who can create structure where none exists and knows when to escalate and collaborate
• Clear, concise writing under a compliance standard: assessments, memos, and committee materials that hold up in front of a partner bank or an examiner.

The annual US salary range for this role is $86,000 - $144,000, plus equity. This salary range may be inclusive of several career levels at Lithic and will be narrowed during the interview process based on the candidate’s experience and qualifications.

Benefits for Full-Time US Employees:

• Unlimited PTO
• 12-weeks fully paid parental leave
• 4-Week Fully Paid Sabbatical (earned at your 5-year anniversary)
• Work From Anywhere: work from anywhere in the world 4-weeks each year
• 3% cashback on card purchases with your complimentary Privacy.com employee account
• Health, vision, and dental insurance; HSA Contribution Match
• 401(k) match
• Voluntary Life Insurance and STD/LTD

NYC-based employees work from our SoHo office three days a week. Tuesdays and Thursdays are our core days, and you’ll choose a third day that works for your schedule and team needs.

In-office employees receive:

• Commuter benefit
• Catered lunch every Tuesday and Thursday

Benefits for Full-Time US Employees:

• Unlimited PTO
• 12-weeks fully paid parental leave
• 4-Week Fully Paid Sabbatical (earned at your 5-year anniversary)
• Work From Anywhere: work from anywhere in the world 4-weeks each year
• 3% cashback on card purchases with your complimentary Privacy.com employee account
• Health, vision, and dental insurance; HSA Contribution Match
• 401(k) match
• Voluntary Life Insurance and STD/LTD

NYC-based employees work from our SoHo office three days a week. Tuesdays and Thursdays are our core days, and you’ll choose a third day that works for your schedule and team needs.

In-office employees receive:

• Commuter benefit
• Catered lunch every Tuesday and Thursday

Accounts Receivable Analyst, Order-to-Cash

Location: Remote | U.S.

About the Role

We are seeking an Accounts Receivable Analyst with strong Order-to-Cash and revenue cycle experience. This role will own assigned customer accounts across invoicing, invoice delivery, collections, cash application, reconciliations, and issue resolution. The ideal candidate is detail-oriented, highly organized, and able to work independently while identifying root causes, solving problems, and improving AR processes.

Location: This role is remote U.S. location

What We’re Looking For

We’re excited to meet candidates who have many of the following qualifications:

• Own assigned customer accounts throughout the Order-to-Cash lifecycle, from invoice creation and delivery through collection and payment application.

• Prepare and process customer invoices accurately and within established deadlines.

• Review invoices and supporting documentation for completeness and compliance with customer-specific billing requirements.

• Submit invoices through the appropriate customer portals, VMS platforms, EDI channels, or other delivery methods.

• Monitor invoice submissions through acceptance, promptly researching and resolving rejections, missing documentation, and other delivery issues.

• Review aging reports and perform consistent, professional follow-up on outstanding balances.

• Communicate directly with customers to obtain payment status, resolve disputes, and secure payment commitments.

• Maintain clear collection notes, follow-up dates, supporting documentation, and account histories.

• Escalate unresolved balances, process delays, and other risks proactively with sufficient supporting detail.

• Apply cash receipts accurately and promptly.

• Research and resolve unapplied cash, misapplied payments, short payments, overpayments, deductions, and unidentified remittances.

• Perform detailed customer account reconciliations involving invoices, payments, credits, adjustments, and disputed balances.

• Partner with internal teams to resolve issues while retaining ownership and following each item through completion.

• Identify recurring problems, determine root causes, and recommend improvements to Order-to-Cash processes and controls.

• Create and maintain clear process documentation and standard operating procedures.

• Maintain accurate, audit-ready AR records and support period-end close activities, reconciliations, and reporting as needed.

• Balance routine transactional responsibilities with time-sensitive research, customer requests, and exception handling in a high-volume environment.

Requirements

• Experience in Order-to-Cash, Accounts Receivable, revenue cycle, or a related finance operations role.

• Experience with invoicing, invoice delivery, collections, cash application, and account reconciliations.

• Strong Excel skills, including VLOOKUP and the ability to analyze and reconcile large data sets.

• Ability to work independently, take ownership of assigned accounts, and follow issues through resolution.

• Strong problem-solving skills with the ability to identify root causes and improve processes.

• Experience with NetSuite and Salesforce preferred.

• Strong attention to detail, organization, documentation, and follow-through.

• Professional communication skills and the ability to work effectively with customers and internal teams.

Compensation

The anticipated total compensation for this role is $75,000 - $85,000, depending on factors such as experience, skills, location, and internal equity.

Specific compensation details will be discussed during the interview process.

Benefits

In addition to competitive compensation, Doximity offers a comprehensive benefits package for full time employees. Some of our offerings include:

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible paid time off and company holidays
• Paid parental leave
• Professional development and learning opportunities
• Wellness and mental health resources
• Remote work support and home office stipend (where applicable)

Why You’ll Love Working Here

At Doximity, you’ll join a mission-driven company where your work has a meaningful impact on healthcare. We believe great ideas come from empowered teams, and we’re committed to creating an environment where people can do their best work.

• Make a real impact. Help build products that support over a million healthcare professionals and ultimately improve patient care.
• Work with exceptional teammates. Collaborate with thoughtful, talented colleagues who value curiosity, humility, and continuous learning.
• Enjoy flexibility and trust. We support flexible ways of working and empower employees with the autonomy to own their work.
• Grow your career. Take on meaningful challenges, develop new skills, and shape your career through mentorship and professional development.
• Bring your authentic self. We’re committed to fostering an inclusive culture where diverse perspectives are welcomed, respected, and celebrated.

Our Hiring Process & AI Tools

Doximity may use artificial intelligence (AI)-enabled tools throughout the hiring process to help improve the candidate experience and support our recruiting team. These tools may assist with administrative tasks such as scheduling, general communication, interview coordination, note-taking, or summarizing interview feedback. Human recruiters and hiring managers make all hiring decisions. We are committed to using AI responsibly, transparently, and in accordance with applicable laws.

Equal Employment Opportunity

Doximity is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive workplace where everyone can thrive. We consider all qualified applicants without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, veteran status, genetic information, marital status, or any other characteristic protected by applicable federal, state, or local law.

If you require a reasonable accommodation during the application or interview process, please let us know so we can support your participation.

Accounts Receivable Analyst, Order-to-Cash

Location: Remote | U.S.

About the Role

We are seeking an Accounts Receivable Analyst with strong Order-to-Cash and revenue cycle experience. This role will own assigned customer accounts across invoicing, invoice delivery, collections, cash application, reconciliations, and issue resolution. The ideal candidate is detail-oriented, highly organized, and able to work independently while identifying root causes, solving problems, and improving AR processes.

Location: This role is remote U.S. location

What We’re Looking For

We’re excited to meet candidates who have many of the following qualifications:

• Own assigned customer accounts throughout the Order-to-Cash lifecycle, from invoice creation and delivery through collection and payment application.

• Prepare and process customer invoices accurately and within established deadlines.

• Review invoices and supporting documentation for completeness and compliance with customer-specific billing requirements.

• Submit invoices through the appropriate customer portals, VMS platforms, EDI channels, or other delivery methods.

• Monitor invoice submissions through acceptance, promptly researching and resolving rejections, missing documentation, and other delivery issues.

• Review aging reports and perform consistent, professional follow-up on outstanding balances.

• Communicate directly with customers to obtain payment status, resolve disputes, and secure payment commitments.

• Maintain clear collection notes, follow-up dates, supporting documentation, and account histories.

• Escalate unresolved balances, process delays, and other risks proactively with sufficient supporting detail.

• Apply cash receipts accurately and promptly.

• Research and resolve unapplied cash, misapplied payments, short payments, overpayments, deductions, and unidentified remittances.

• Perform detailed customer account reconciliations involving invoices, payments, credits, adjustments, and disputed balances.

• Partner with internal teams to resolve issues while retaining ownership and following each item through completion.

• Identify recurring problems, determine root causes, and recommend improvements to Order-to-Cash processes and controls.

• Create and maintain clear process documentation and standard operating procedures.

• Maintain accurate, audit-ready AR records and support period-end close activities, reconciliations, and reporting as needed.

• Balance routine transactional responsibilities with time-sensitive research, customer requests, and exception handling in a high-volume environment.

Requirements

• Experience in Order-to-Cash, Accounts Receivable, revenue cycle, or a related finance operations role.

• Experience with invoicing, invoice delivery, collections, cash application, and account reconciliations.

• Strong Excel skills, including VLOOKUP and the ability to analyze and reconcile large data sets.

• Ability to work independently, take ownership of assigned accounts, and follow issues through resolution.

• Strong problem-solving skills with the ability to identify root causes and improve processes.

• Experience with NetSuite and Salesforce preferred.

• Strong attention to detail, organization, documentation, and follow-through.

• Professional communication skills and the ability to work effectively with customers and internal teams.

Compensation

The anticipated total compensation for this role is $75,000 - $85,000, depending on factors such as experience, skills, location, and internal equity.

Specific compensation details will be discussed during the interview process.

Benefits

In addition to competitive compensation, Doximity offers a comprehensive benefits package for full time employees. Some of our offerings include:

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible paid time off and company holidays
• Paid parental leave
• Professional development and learning opportunities
• Wellness and mental health resources
• Remote work support and home office stipend (where applicable)

Why You’ll Love Working Here

At Doximity, you’ll join a mission-driven company where your work has a meaningful impact on healthcare. We believe great ideas come from empowered teams, and we’re committed to creating an environment where people can do their best work.

• Make a real impact. Help build products that support over a million healthcare professionals and ultimately improve patient care.
• Work with exceptional teammates. Collaborate with thoughtful, talented colleagues who value curiosity, humility, and continuous learning.
• Enjoy flexibility and trust. We support flexible ways of working and empower employees with the autonomy to own their work.
• Grow your career. Take on meaningful challenges, develop new skills, and shape your career through mentorship and professional development.
• Bring your authentic self. We’re committed to fostering an inclusive culture where diverse perspectives are welcomed, respected, and celebrated.

Our Hiring Process & AI Tools

Doximity may use artificial intelligence (AI)-enabled tools throughout the hiring process to help improve the candidate experience and support our recruiting team. These tools may assist with administrative tasks such as scheduling, general communication, interview coordination, note-taking, or summarizing interview feedback. Human recruiters and hiring managers make all hiring decisions. We are committed to using AI responsibly, transparently, and in accordance with applicable laws.

Equal Employment Opportunity

Doximity is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive workplace where everyone can thrive. We consider all qualified applicants without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, veteran status, genetic information, marital status, or any other characteristic protected by applicable federal, state, or local law.

If you require a reasonable accommodation during the application or interview process, please let us know so we can support your participation.

About Dalstrong“There are NO Limits” is our motto.

ABOUT THE TEAM The Deal Desk team sits within Finance and helps Mural execute complex and non-standard sales agreements. As a small, highly collaborative team, we work closely with Sales,...

• We are hiring immediately for a Director, Finance - Remote - East Coastposition.

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you!

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.

FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most:

The Senior Product Accounting Manager is a technical accounting expert embedded within FinQuery’s Product Accounting team, responsible for translating complex accounting standards into sound software requirements and supporting the product development lifecycle from research through release. This role partners closely with Product, Engineering, Customer Success, and Sales to ensure FinQuery’s software reflects accurate, defensible interpretations of applicable accounting frameworks across its product portfolio. The Senior Product Accounting Manager brings deep technical accounting expertise and proficiency with AI-enabled research workflows to a cross-functional environment where accounting judgment directly shapes product decisions.

Reports to: VP, Accounting Standards & Advocacy

Please note: This position is strictly accounting-focused; applicants must possess the required technical accounting experience to be considered.

How You’ll Make an Impact:

• Be the accounting expert inside Product. Partner with product engineers, engineers, designers, and QA to translate US GAAP, IFRS, GASB, and applicable international frameworks into software requirements, example scenarios, and test cases that hold up under scrutiny across FinQuery’s growing product portfolio.

• Research and rule. Tackle ambiguous accounting questions escalated from teams across the organization, and make the call. Document your reasoning so the next person doesn’t have to redo the work.

• Stay ahead of the standard-setters. Monitor publications, webinars, and emerging guidance from FASB, IASB, the FRC, GASB, and accounting firms across US, UK, and additional markets as FinQuery expands. Brief Product and leadership before guidance becomes a problem, not after.

• Build the accounting foundation for new products. As FinQuery expands its platform, you’ll develop the example scenarios, edge case documentation, and requirements that establish sound accounting coverage for net new product areas.

• Use AI as a force multiplier and govern it. You’ll lean on large language models to accelerate research, draft documentation, and pressure-test interpretations. You’ll also be one of the people responsible for making sure AI-generated accounting content is right before it goes anywhere near a customer.

• Talk to customers. Join prospect and customer calls, articulate and defend how the software handles complex accounting scenarios, and bring real-world feedback back to the product team.

• Teach the company. Write customer bulletins for the Knowledge Base, brief leadership on emerging guidance, and explain accounting concepts to people who have never reconciled a thing in their lives.

• Test what we ship. Validate new accounting features end-to-end and drive anomalies through to resolution.

• Mentor. Bring junior team members along. Make the people around you better.

The Expertise You’ll Bring:

• Deep knowledge of corporate debt structures and accounting treatments, with specific expertise in navigating complex debt arrangements typical of private equity (PE)-backed companies

• Deep knowledge of US GAAP with the ability to translate standards into plain language for non-accounting audiences

• Working knowledge of IFRS and international frameworks preferred, with GASB experience as a plus

• Ability to research technical accounting guidance independently and produce documented conclusions

• Proficiency with AI tools and LLMs, including effective prompt writing and critical output evaluation

• Strong written and verbal communication skills across technical, executive, and customer-facing audiences

• Ability to lead cross-functional working groups and influence outcomes without direct authority

• Ability to manage multiple concurrent research and project workstreams independently

Education & Experience

• Bachelor’s degree in Accounting, Finance, or a related field required, with an advanced degree preferred

• Active CPA license required

• Four to six years of progressive experience in Big 4 audit/assurance or senior corporate accounting

• Extensive background in technical accounting research, documentation, and standard application

$103,165 - $132,150 a year

The base pay range for this position is $103,165 - $132,150. Please note: The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.

Benefits

For Your Growth & Career:

Annual employee development program stipend of $2,000 for each employee

Mentorship program (available immediately)

Sabbatical program (4 weeks after 5 years of service)

Advancement opportunities based on results, not politics

For Your Financial Well-being:

401(k) plan with employer matching

Signing stipend for a work-from-home setup

For Your Health & Wellness:

Great health benefits with multiple plan option

Flexible PTO (including 11 holidays and your birthday off)

Free gym membership at our office (Atlanta HQ)

Casual dress environment (when in office)

Catered lunches every Tuesday & Thursday (when in office)

For Your Family & Life:

Parental Leave Benefits

Fertility/Adoption Assistance

Annual tutoring stipend for your children

About Us

FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization’s largest areas of spend—including leases, prepaids, and accruals.

Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

Melita is an HR, Benefits, and Payroll outsourcing company, serving and building lasting relationships with small and mid-sized employers in the U.S. and abroad. We were founded over 30 years ago on a simple principle: to help our clients succeed by innovating, serving, and supporting their Human Resources, Employee Benefits, and Payroll needs. As a results-driven organization, we hold ourselves accountable for our promises and we celebrate the successes of our clients. We live by a set of shared values that drive everything we do, and we are known for our high-integrity approach to building relationships with our clients and partners.

Position Summary:

The Benefits Analyst is a hybrid role on Melita’s Benefits Analysis (Benefits Marketing) team that combines hands-on client advisory work with the financial and underwriting analysis behind it. You are the person who both builds the numbers and explains them: projecting renewal costs, evaluating carrier proposals, modeling plan and contribution changes, benchmarking against the market, and then presenting clear, well-reasoned recommendations to small and mid-sized business clients.

This is not a sales role. It is, however, a critical position in the client relationship, so the ideal candidate pairs strong analytical ability and deep employee benefits knowledge with the interpersonal and relationship-building skills to advise decision-makers with confidence. You will report to the Director of Benefits Analysis.

Core Responsibilities:

Client Advisory and Presentation

• Analyze and present proposals for a full range of benefit plans and options, including medical, dental, vision, disability, group life, and voluntary benefits, to small and mid-sized business clients.
• Advise and guide clients on benefits package design and employee contribution strategy, aligning recommendations with competitive benchmarks and each company’s goals, culture, and budget.
• Lead client renewal presentations and plan-change discussions, translating complex financial and benefits concepts into clear, actionable guidance for non-technical audiences.

Benefits Analysis and Underwriting

• Own the analysis behind each client’s renewal: budget and renewal projections, rate development, rate-tier and contribution analysis, and plan-change modeling and pricing.
• Benchmark plan designs, contributions, and costs against market data to support your recommendations.
• Produce disruption, network-discount, administration-fee, and fully insured rate analyses when evaluating alternatives.
• For level-funded and self-funded arrangements where applicable, develop claim projections and IBNR reserve estimates and interpret experience reporting.
• Maintain clean, well-documented analytical files that another analyst can pick up and understand.

RFP and Carrier Marketing

• Build and run RFPs to insurance carriers and general agency partners, soliciting renewal and alternative quotes for each line of coverage.
• Review and validate the quotes that come back, then assemble the annual renewal proposal that the client decision rests on.
• Manage relationships with carrier and GA partners to ensure Melita is well-supported, well-informed, and receiving competitive options for our clients.

Renewal-to-Open-Enrollment Handoff

• Work closely with the internal Benefits Support team to drive timely annual renewal decisions and deliver a clean handoff, giving the support team ample time to execute a flawless Open Enrollment for every client.

Tools and Continuous Improvement

• Work fluently in Microsoft Excel, Salesforce, and Melita’s proprietary proposal and analytical tools.
• Contribute to file-documentation standards, process improvements, and the firm’s growing use of AI-enabled automation in analytical work.

Qualifications:

Required Qualifications

• 3+ years in a role that involves small group benefits analysis and/or support.
• Bachelor’s degree.
• Active Life, Accident and Health Producer License, or the willingness and ability to obtain licensing in the relevant states within a defined onboarding period.
• Solid grounding in benefits financial analysis: budget and claim projection, rate development, contribution analysis, and disruption and discount analysis.
• Strong proficiency with Microsoft Excel and comfort working in a CRM (Salesforce) and AI-enabled workflows.
• Strong communication and presentation skills, with the ability to build trusted relationships with client decision-makers.

Preferred Qualifications

• Experience in a brokerage or consulting environment supporting small and mid-sized groups.
• Hands-on experience across fully insured and level-funded (and ideally self-funded) programs.
• Established relationships with carriers and general agency partners.
• Familiarity with ancillary and voluntary benefit product lines.
• Experience leading, mentoring, or coordinating the work of others, including offshore staff.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At Melita, payroll is where trust is earned. We are an HR, Benefits, and Payroll outsourcing company that has served small and mid-sized employers for over 30 years, founded on a simple principle: help our clients succeed by innovating, serving, and supporting their HR, Benefits, and Payroll needs. Accurate, on-time payroll protects our clients’ businesses and their employees’ confidence, and we take that responsibility seriously.

This role is for someone who enjoys working with numbers and technology, thrives on precision, and takes real pride in getting it right for every client, every cycle. If you bring high integrity, a positive attitude, and hold yourself to a high standard, we would love to meet you.

Job Responsibilities:

• Own the full payroll process for your assigned clients, start to finish, accurately and on time.
• Work as an advanced user of ADP Workforce Now and/or Rippling, and of our custom Salesforce CRM.
• Process the full range of payroll administration tasks efficiently and with fine attention to detail.
• Earn client survey scores of 9 or higher by delivering dependable, high-quality service.
• Build strong, trusting relationships with your client contacts and colleagues.

Job Requirements:

• Experience with multi-client payroll and payroll technology, and comfort managing many clients at once.
• Someone who enjoys working with numbers and keeps a cool head under deadline pressure.
• A commitment to quality work and a strong drive to excel in everything you do.
• A college degree is preferred but not required.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.

FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most:

The Senior Product Accounting Manager is a technical accounting expert embedded within FinQuery’s Product Accounting team, responsible for translating complex accounting standards into sound software requirements and supporting the product development lifecycle from research through release. This role partners closely with Product, Engineering, Customer Success, and Sales to ensure FinQuery’s software reflects accurate, defensible interpretations of applicable accounting frameworks across its product portfolio. The Senior Product Accounting Manager brings deep technical accounting expertise and proficiency with AI-enabled research workflows to a cross-functional environment where accounting judgment directly shapes product decisions.

Reports to: VP, Accounting Standards & Advocacy

Please note: This position is strictly accounting-focused; applicants must possess the required technical accounting experience to be considered.

How You’ll Make an Impact:

• Be the accounting expert inside Product. Partner with product engineers, engineers, designers, and QA to translate US GAAP, IFRS, GASB, and applicable international frameworks into software requirements, example scenarios, and test cases that hold up under scrutiny across FinQuery’s growing product portfolio.

• Research and rule. Tackle ambiguous accounting questions escalated from teams across the organization, and make the call. Document your reasoning so the next person doesn’t have to redo the work.

• Stay ahead of the standard-setters. Monitor publications, webinars, and emerging guidance from FASB, IASB, the FRC, GASB, and accounting firms across US, UK, and additional markets as FinQuery expands. Brief Product and leadership before guidance becomes a problem, not after.

• Build the accounting foundation for new products. As FinQuery expands its platform, you’ll develop the example scenarios, edge case documentation, and requirements that establish sound accounting coverage for net new product areas.

• Use AI as a force multiplier and govern it. You’ll lean on large language models to accelerate research, draft documentation, and pressure-test interpretations. You’ll also be one of the people responsible for making sure AI-generated accounting content is right before it goes anywhere near a customer.

• Talk to customers. Join prospect and customer calls, articulate and defend how the software handles complex accounting scenarios, and bring real-world feedback back to the product team.

• Teach the company. Write customer bulletins for the Knowledge Base, brief leadership on emerging guidance, and explain accounting concepts to people who have never reconciled a thing in their lives.

• Test what we ship. Validate new accounting features end-to-end and drive anomalies through to resolution.

• Mentor. Bring junior team members along. Make the people around you better.

The Expertise You’ll Bring:

• Deep knowledge of corporate debt structures and accounting treatments, with specific expertise in navigating complex debt arrangements typical of private equity (PE)-backed companies

• Deep knowledge of US GAAP with the ability to translate standards into plain language for non-accounting audiences

• Working knowledge of IFRS and international frameworks preferred, with GASB experience as a plus

• Ability to research technical accounting guidance independently and produce documented conclusions

• Proficiency with AI tools and LLMs, including effective prompt writing and critical output evaluation

• Strong written and verbal communication skills across technical, executive, and customer-facing audiences

• Ability to lead cross-functional working groups and influence outcomes without direct authority

• Ability to manage multiple concurrent research and project workstreams independently

Education & Experience

• Bachelor’s degree in Accounting, Finance, or a related field required, with an advanced degree preferred

• Active CPA license required

• Four to six years of progressive experience in Big 4 audit/assurance or senior corporate accounting

• Extensive background in technical accounting research, documentation, and standard application

$103,165 - $132,150 a year

The base pay range for this position is $103,165 - $132,150. Please note: The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.

Benefits

For Your Growth & Career:

Annual employee development program stipend of $2,000 for each employee

Mentorship program (available immediately)

Sabbatical program (4 weeks after 5 years of service)

Advancement opportunities based on results, not politics

For Your Financial Well-being:

401(k) plan with employer matching

Signing stipend for a work-from-home setup

For Your Health & Wellness:

Great health benefits with multiple plan option

Flexible PTO (including 11 holidays and your birthday off)

Free gym membership at our office (Atlanta HQ)

Casual dress environment (when in office)

Catered lunches every Tuesday & Thursday (when in office)

For Your Family & Life:

Parental Leave Benefits

Fertility/Adoption Assistance

Annual tutoring stipend for your children

About Us

FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization’s largest areas of spend—including leases, prepaids, and accruals.

Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.

FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most:

The Senior Product Accounting Manager is a technical accounting expert embedded within FinQuery’s Product Accounting team, responsible for translating complex accounting standards into sound software requirements and supporting the product development lifecycle from research through release. This role partners closely with Product, Engineering, Customer Success, and Sales to ensure FinQuery’s software reflects accurate, defensible interpretations of applicable accounting frameworks across its product portfolio. The Senior Product Accounting Manager brings deep technical accounting expertise and proficiency with AI-enabled research workflows to a cross-functional environment where accounting judgment directly shapes product decisions.

Reports to: VP, Accounting Standards & Advocacy

Please note: This position is strictly accounting-focused; applicants must possess the required technical accounting experience to be considered.

How You’ll Make an Impact:

• Be the accounting expert inside Product. Partner with product engineers, engineers, designers, and QA to translate US GAAP, IFRS, GASB, and applicable international frameworks into software requirements, example scenarios, and test cases that hold up under scrutiny across FinQuery’s growing product portfolio.

• Research and rule. Tackle ambiguous accounting questions escalated from teams across the organization, and make the call. Document your reasoning so the next person doesn’t have to redo the work.

• Stay ahead of the standard-setters. Monitor publications, webinars, and emerging guidance from FASB, IASB, the FRC, GASB, and accounting firms across US, UK, and additional markets as FinQuery expands. Brief Product and leadership before guidance becomes a problem, not after.

• Build the accounting foundation for new products. As FinQuery expands its platform, you’ll develop the example scenarios, edge case documentation, and requirements that establish sound accounting coverage for net new product areas.

• Use AI as a force multiplier and govern it. You’ll lean on large language models to accelerate research, draft documentation, and pressure-test interpretations. You’ll also be one of the people responsible for making sure AI-generated accounting content is right before it goes anywhere near a customer.

• Talk to customers. Join prospect and customer calls, articulate and defend how the software handles complex accounting scenarios, and bring real-world feedback back to the product team.

• Teach the company. Write customer bulletins for the Knowledge Base, brief leadership on emerging guidance, and explain accounting concepts to people who have never reconciled a thing in their lives.

• Test what we ship. Validate new accounting features end-to-end and drive anomalies through to resolution.

• Mentor. Bring junior team members along. Make the people around you better.

The Expertise You’ll Bring:

• Deep knowledge of corporate debt structures and accounting treatments, with specific expertise in navigating complex debt arrangements typical of private equity (PE)-backed companies

• Deep knowledge of US GAAP with the ability to translate standards into plain language for non-accounting audiences

• Working knowledge of IFRS and international frameworks preferred, with GASB experience as a plus

• Ability to research technical accounting guidance independently and produce documented conclusions

• Proficiency with AI tools and LLMs, including effective prompt writing and critical output evaluation

• Strong written and verbal communication skills across technical, executive, and customer-facing audiences

• Ability to lead cross-functional working groups and influence outcomes without direct authority

• Ability to manage multiple concurrent research and project workstreams independently

Education & Experience

• Bachelor’s degree in Accounting, Finance, or a related field required, with an advanced degree preferred

• Active CPA license required

• Four to six years of progressive experience in Big 4 audit/assurance or senior corporate accounting

• Extensive background in technical accounting research, documentation, and standard application

$103,165 - $132,150 a year

The base pay range for this position is $103,165 - $132,150. Please note: The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.

Benefits

For Your Growth & Career:

Annual employee development program stipend of $2,000 for each employee

Mentorship program (available immediately)

Sabbatical program (4 weeks after 5 years of service)

Advancement opportunities based on results, not politics

For Your Financial Well-being:

401(k) plan with employer matching

Signing stipend for a work-from-home setup

For Your Health & Wellness:

Great health benefits with multiple plan option

Flexible PTO (including 11 holidays and your birthday off)

Free gym membership at our office (Atlanta HQ)

Casual dress environment (when in office)

Catered lunches every Tuesday & Thursday (when in office)

For Your Family & Life:

Parental Leave Benefits

Fertility/Adoption Assistance

Annual tutoring stipend for your children

About Us

FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization’s largest areas of spend—including leases, prepaids, and accruals.

Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

Melita is an HR, Benefits, and Payroll outsourcing company, serving and building lasting relationships with small and mid-sized employers in the U.S. and abroad. We were founded over 30 years ago on a simple principle: to help our clients succeed by innovating, serving, and supporting their Human Resources, Employee Benefits, and Payroll needs. As a results-driven organization, we hold ourselves accountable for our promises and we celebrate the successes of our clients. We live by a set of shared values that drive everything we do, and we are known for our high-integrity approach to building relationships with our clients and partners.

Position Summary:

The Benefits Analyst is a hybrid role on Melita’s Benefits Analysis (Benefits Marketing) team that combines hands-on client advisory work with the financial and underwriting analysis behind it. You are the person who both builds the numbers and explains them: projecting renewal costs, evaluating carrier proposals, modeling plan and contribution changes, benchmarking against the market, and then presenting clear, well-reasoned recommendations to small and mid-sized business clients.

This is not a sales role. It is, however, a critical position in the client relationship, so the ideal candidate pairs strong analytical ability and deep employee benefits knowledge with the interpersonal and relationship-building skills to advise decision-makers with confidence. You will report to the Director of Benefits Analysis.

Core Responsibilities:

Client Advisory and Presentation

• Analyze and present proposals for a full range of benefit plans and options, including medical, dental, vision, disability, group life, and voluntary benefits, to small and mid-sized business clients.
• Advise and guide clients on benefits package design and employee contribution strategy, aligning recommendations with competitive benchmarks and each company’s goals, culture, and budget.
• Lead client renewal presentations and plan-change discussions, translating complex financial and benefits concepts into clear, actionable guidance for non-technical audiences.

Benefits Analysis and Underwriting

• Own the analysis behind each client’s renewal: budget and renewal projections, rate development, rate-tier and contribution analysis, and plan-change modeling and pricing.
• Benchmark plan designs, contributions, and costs against market data to support your recommendations.
• Produce disruption, network-discount, administration-fee, and fully insured rate analyses when evaluating alternatives.
• For level-funded and self-funded arrangements where applicable, develop claim projections and IBNR reserve estimates and interpret experience reporting.
• Maintain clean, well-documented analytical files that another analyst can pick up and understand.

RFP and Carrier Marketing

• Build and run RFPs to insurance carriers and general agency partners, soliciting renewal and alternative quotes for each line of coverage.
• Review and validate the quotes that come back, then assemble the annual renewal proposal that the client decision rests on.
• Manage relationships with carrier and GA partners to ensure Melita is well-supported, well-informed, and receiving competitive options for our clients.

Renewal-to-Open-Enrollment Handoff

• Work closely with the internal Benefits Support team to drive timely annual renewal decisions and deliver a clean handoff, giving the support team ample time to execute a flawless Open Enrollment for every client.

Tools and Continuous Improvement

• Work fluently in Microsoft Excel, Salesforce, and Melita’s proprietary proposal and analytical tools.
• Contribute to file-documentation standards, process improvements, and the firm’s growing use of AI-enabled automation in analytical work.

Qualifications:

Required Qualifications

• 3+ years in a role that involves small group benefits analysis and/or support.
• Bachelor’s degree.
• Active Life, Accident and Health Producer License, or the willingness and ability to obtain licensing in the relevant states within a defined onboarding period.
• Solid grounding in benefits financial analysis: budget and claim projection, rate development, contribution analysis, and disruption and discount analysis.
• Strong proficiency with Microsoft Excel and comfort working in a CRM (Salesforce) and AI-enabled workflows.
• Strong communication and presentation skills, with the ability to build trusted relationships with client decision-makers.

Preferred Qualifications

• Experience in a brokerage or consulting environment supporting small and mid-sized groups.
• Hands-on experience across fully insured and level-funded (and ideally self-funded) programs.
• Established relationships with carriers and general agency partners.
• Familiarity with ancillary and voluntary benefit product lines.
• Experience leading, mentoring, or coordinating the work of others, including offshore staff.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Executive Vice President (EVP) Finance – Insurance & Investments About the RoleThe Executive Vice President (EVP) Finance is a senior enterprise-level finance executive responsible for providing strategic and operational financial leadership across the Group's insurance, investment, asset management, and related financial services businesses.

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).

Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).

Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.

We’re also proud to have received recognition from the fintech world. Awards we’ve won include:

• Ranked #21 on 2024 Inc. 5000 based on revenue growth
• Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
• 2024 Best Embedded Finance Solution for Banking Tech Awards
• 2023 Best Consumer Lending Program by Tearsheet
• 2023 Best Point of Sale Product by Fintech Breakthrough

But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)

As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.

Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.

This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:

• Put customers first (that’s our M.O.)
• Act fast (leverage our startup environment).
• Lead the way (show and tell).
• Take ownership (everyone is hands-on here).
• Be a good human (no egos, build financial products that do right by people).

Learn more about our values here.

The Role

Wisetack’s Treasury team helps power how money moves through our products. We work closely with Product and Data Engineering to ensure accuracy between our merchants, borrowers, and capital partners.

We’re looking for a Financial Operations Analyst II, Treasury to run, improve and automate critical money movement workflows. You’ll use AI tools, SQL and Python to work with large datasets, streamline recurring processes, and investigate financial discrepancies.

This role is ideal for someone who combines a finance mindset and attention to detail with the technical curiosity to automate scalable, reliable processes.

Responsibilities

• Perform finance related recurring operations, such as loan sales to our investors
• Process automation – initiate, engineer and maintain scripts used to streamline different business functions
• Read, debug, and modernize existing SQL and Python pipelines — not just build new ones — including work inherited from prior analysts
• Empower Customer Support, Product, and other Finance team members by being a subject matter expert and resource for loan data and finance processes
• Perform ad hoc data analysis projects and clearly communicate insights to both internal and external business partners
• Build out validations and financial-governance controls that protect Wisetack against fraud and financial error

Requirements

• 2+ years professional experience
• Bachelor’s degree (Economics, Accounting, Finance, or similar preferred)
• Knowledge of SQL is essential
• Python experience a plus, with the desire to learn a must
• An automation-oriented mindset and a real aptitude for AI tools — using them to write and debug queries and build reconciliation tooling faster
• Analytical and inquisitive mindset with a desire to learn
• Strong Excel knowledge
• Ability to work independently, with the attention to detail to own high dollar processes
• Collaborates seamlessly across both technical and non-technical teams

Bonus Points

• Experience automating processes out of excel and into a SQL or script-based process
• FinTech experience, such as experience with loan-level, credit, or lending data

The range of base salary for the position is between $70,800 - $99,100 plus equity, and benefits . Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies. Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!

This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Our data practices are described in Wisetack’s Privacy Policy.