Document Controller Jobs

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. AI at Brex AI Engineering at Brex is redefining how businesses run their finances by building intelligent, autonomous systems directly into the Brex platform. Our teams develop AI agents that don’t just surface insights—they take action, optimizing spend, managing workflows, and making real-time decisions on behalf of our customers. By deeply integrating proprietary financial data with product and platform infrastructure, we’re turning complex financial operations into simple, automated experiences and setting a new standard for how modern finance works. What you’ll do As an AI Engineer on our Finance Agents team, you’ll build Brex’s Agent Workbench: our singular conversational surface where finance professionals work with Brex’s agents through documents, charts, spreadsheets, and other interactive surfaces. You’ll help customers understand financial activity, investigate findings, revise policies, and steer agents doing consequential

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 *** Please be advised that this is NOT a remote position. The person who fills this role will work in-office. *** A Member Care Rep I utilizes positive and professional communication and multitasking skills when receiving members’ calls, determining the nature of members’ business, providing information, and/or directing members to appropriate person or department. Provides members with account balance, activity, and history upon members' request. Performs transactions, check withdrawals, transfers, and account maintenance. Assists with dividend verification, common inquiries, non-sufficient funds (NSF) checks, and statement copies. Performs loan payments, term calculations, and loan payoff information. Informs members of savings, checking, money market, share certificates, individual retirement account (IRA), and club account features and benefits. Provides documents as requested by members. Performs research to resolve escalated issues. Assists members with explanations of transactions on accounts. Sets up member access to online banking and telephone banking. Maintains knowledge of Credit Union’s field of membership. Assists members with deposit account rates, stop payment orders, check copies, overdraft

About Paytm Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help consumers and small businesses with payments, commerce, and credit. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Role Overview We are looking for an early-career Product Manager to join Paytm Lending. The role is about re-imagining how a lending business runs, from underwriting and risk to operations and customer journeys, using LLMs and AI agents. It is a hands-on role. You will dig into data, edge cases, and day-to-day operational problems to understand them from the ground up before designing solutions. We are looking for first-principles thinkers who enjoy building with LLMs and like going deep on real problems. Key Responsibilities - Identify workflows across lending (underwriting, risk, recon, operations, collections) where LLMs and agents can add value, and judge where they cannot. - Build and ship product solutions from prototype to production, working closely with engineering. - Dig into data, edge cases, and operational detail to understand problems at the root. - Partner with stakeholders across risk, operations, engineering, and business to align priorities and drive delivery. - Write clear product requirement documents and manage roadmaps and deliverables. - Use data to define hypotheses, run experiments (A/B), and track impact; use SQL or Excel to access and validate data independently. - Track key product and data metrics (OKRs and KPIs) and adjust strategy as needed. Requirements - Bachelor's degree in engineering, computer science and/or related field with MBA from top tier colleges. - 2 to 4 years of professional experience in product management, product analytics, or a similar role, with a strong customer-first mindset. - Genuine, hands-on experience building with LLMs.

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As an Associate Manager, Compliance within CX Global Financial Crimes Operations (GFCO), you'll join the Functional Lead team, a high-performing group responsible for ensuring Coinbase's compliance operations programs across Transaction Monitoring (TM), Screening, and Enhanced Due Diligence (EDD) operate effectively and efficiently. You'll own the compliance content function across all three pillars, lead a small team of contractors, and serve as an operational program manager for the TM function. You'll drive measurable efficiency gains by embedding AI into compliance content operations while maintaining rigorous quality standards. What you’ll do: Own the end-to-end content lifecycle across TM, Screening, and EDD, managing intake, prioritization, creation, review, approval, publishing, and change communication for all procedural content, guidance documents, and job aids Lead a small team of 2-3 contractors, assigning work, setting priorities, and ensuring consistent quality and delivery against deadlines Drive program management for the TM function, hosting weekly change management meetings, tracking the book of work, resolving blockers, and reporting progress to senior leadership Build and deploy AI agents and automated workflows to scale content production, streamline intake processes, and reduce manual effort across daily operations Partner cross-functional

Who we are About Stripe Stripe, LLC. is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. What you’ll do Responsibilities Work with engineers, designers, and product managers to design and build highly scalable and secure consumer experiences that process billions of dollars per year Design and build APIs, services, systems and experiments that evaluate the effectiveness of new and existing product features against critical business metrics Coach and mentor junior engineers, assist in hiring, and partner to develop team culture/best practices Participate in all parts of the software development workflow to improve engineering standards, tooling, and processes Operate at the intersection of data science and software engineering - apply state of the art data analysis tools and ML to understand/improve product and user behaviors Build software including creation, modification, and testing of source code written in Ruby, JavaScript, Typescript, and JVM languages Who you are Minimum requirements 6 years of Software Engineering experience. Position also requires the following: 6 years of experience in building software with Typescript, Javascript, and Ruby; 4 years of experience in building web or mobile applications; 3 years of experience with SQL databases; 2 years of experience in writing technical design documents; and 1 year of experience in designing and implementing large scale consumer payment experiments. Salary: $190,400 – $285,600/yr. This salary range represents the base salary range for the role and any sales commissions / sale

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Specialist, Business Finops will play a crucial role and will be responsible for providing financial planning, analysis and reporting for Corporate, a business, or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work. WHAT YOU’LL DO: • Reconciling financial records: Reconcile payments as indicated on remittance documents and reconcile accounts. • Managing Tax reporting process: Manage daily withholding balancing and ensure tax recs are balanced. Tax Reporting & Compliance • Ensure accurate and timely tax reporting for annuity products including policyholder premiums, annuity payouts, interest and investment income, and return of principal. • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R). Tax Treatment Execution • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions. • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations. Death Benefits & Beneficiary Taxation • Address and resolve issues related to the taxability of death benefits. • Ensure proper tax reporting for beneficiaries and align reporting processes with current

Pre-sales Manager, Inference and Agentic AI - Paytm Location: Noida Company: Paytm About Paytm: Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Pre-Sales Manager | Paytm AI Key Responsibilities 🔹 Partner with Enterprise Sales teams to understand client requirements and map them to Paytm AI solutions. 🔹 Conduct discovery sessions, identify business challenges, and create solution recommendations. 🔹 Deliver customized product demos, solution walkthroughs, and Proof of Concepts (POCs) for enterprise clients. 🔹 Act as a technical advisor, addressing product, integration, architecture, and implementation-related queries. 🔹 Create solution documents, proposal inputs, RFP responses, technical FAQs, and sales enablement assets. 🔹 Collaborate with Product, Engineering, Onboarding, and Business teams to ensure seamless solution delivery. 🔹 Capture client feedback and provide insights to improve product capabilities and customer experience. 🔹 Support enterprise deal closures through strong solutioning, stakeholder management, and technical consulting. Ideal Candidate ✔ 3–6 years of experience in Pre-Sales, Solution Consulting, Solutions Engineering, Product Consulting, or Enterprise Technology roles. ✔ Strong understanding of APIs, integrations, SaaS platforms, enterprise applications, and solut

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 *** Please be advised that this is NOT a remote position. The person who fills this role will work in-office. *** A Member Care Rep I utilizes positive and professional communication and multitasking skills when receiving members’ calls, determining the nature of members’ business, providing information, and/or directing members to appropriate person or department. Provides members with account balance, activity, and history upon members' request. Performs transactions, check withdrawals, transfers, and account maintenance. Assists with dividend verification, common inquiries, non-sufficient funds (NSF) checks, and statement copies. Performs loan payments, term calculations, and loan payoff information. Informs members of savings, checking, money market, share certificates, individual retirement account (IRA), and club account features and benefits. Provides documents as requested by members. Performs research to resolve escalated issues. Assists members with explanations of transactions on accounts. Sets up member access to online banking and telephone banking. Maintains knowledge of Credit Union’s field of membership. Assists members with deposit account rates, stop payment orders, check copies, overdraft

As a Senior Technical Solutions Consultant , you will be the principal technical liaison between our product, sales, and customer success teams. You will provide tailored solutions for clients in the commercial real estate sector, specifically focusing on the complex VTS Activate product landscape (including Activate, Activate Workplace, Activate Multifamily, CBRE Host, and CBRE Host Building) . Your unique combination of property management experience and deep technical proficiency will help ensure that our clients maximize the value of our software. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. ** What Makes This Job Awesome? Act as the definitive subject matter expert (SME) and technical leader for the VTS Activate suite's integration landscape and partnerships, both internally and externally (e.g., Braxos, Kastle, CCure, AMAG, etc.). Design and deliver advanced, in-depth technical demonstrations for prospects and clients, specifically showcasing how the VTS Activate product suite solves specific challenges. Provide advanced technical support during the sales process, addressing complex questions and concerns about system integrations and core functionalities, serving as the technical closer for Activate deals. Provide support during the sales process for qualifying opportunities with hardware requirement and implementation. Provide handover details to cross-functional stakeholders to ensure smooth implementations. Own the solution reporting process for VTS Activate deals, including documenting deal journals and synthesizing won/loss reasons. This reporting provides critical intelligence for the Product team (feature gaps), the Sales team (competitive analysis), and the Executive team (market/product trends). Lead knowledge transfer and cross-functional upskilling initiatives for the Sales, Customer Success, and Services teams. This involves supporting the creation of documenta

Location: Waltham, MA or Palo Alto, CA (hybrid) ERGO NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you’ll find ERGO NEXT. Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in. This pivotal role requires a leader to oversee the profit and compliance of our Workers Compensation product. The ideal candidate will provide essential organization and structure to significant engineering implementations, acting as a motivator for the team and a champion for the Workers Compensation product line. As a key driver of critical initiatives, you will manage major project implementations to facilitate the broad market scaling of our WC offering. Are you ready to transform your Workers Compensation (WC) underwriting expertise into scalable, tech-driven solutions? Join us to build the future of automated insurance. What You’ll Do: Develop full-scale project plans and communication documents to drive initiatives that maintain the integrity of our Workers Compensation (WC) product, utilizing your deep understanding of NCCI and independent rating bureau manuals. Effectively communicate project expectations and schedule timelines to seamlessly oversee and integrate product changes. Collaborate continuously with engineering, product, and legal teams to accurately translate complex state regulations and NCCI rules into clear technical requirements, driving automated compliance solutions. Determine required resources and coordinate stakeholders to successfully attain project objecti

OVERVIEW The Data Engineer II will work closely with clients and provide technical consulting services, configuration of the elluminate platform, development for specific projects that include trial configuration, quality control, process improvements, system validation, custom analytics development, clinical software implementations and integrations. platform configuration, ETL and custom analytics development. The Data Engineer II will engage in technical development and implementation of various software service delivery related activities. As a Data Engineer II, you will play a crucial role in providing high-level technical consulting services and configuring the elluminate® platform. You will oversee specific projects, including trial configuration, quality control, and project management. KEY TASKS & RESPONSIBILITIES ➢Collaborating closely with clients to deliver technical consulting services and configure the elluminate® platform. ➢Guiding and supporting the team of data engineers on various technical service delivery activities. ➢Designing, developing, testing, and deploying efficient SQL code to support SDTM, custom reports, and visualizations using tools like MS SQL, elluminate® Mapper, and Qlik. ➢Providing technical guidance, training, and support to team members and users on processes, technology, and products. ➢Managing multiple timelines and deliverables for single or multiple clients, and handling client communications as assigned. ➢Possessing in-depth knowledge of at least one Elluminate module, with hands-on experience in all other modules. ➢Delivering proactive technical support for all client-reported support tickets. ➢Facilitating client onboarding workshops and conducting training sessions for end users on the Elluminate platform. ➢Configuring, migrating, and supporting the elluminate® platform for assigned clients. ➢Creating and maintaining all required specifications and quality control documents as per SOP and processes. CANDIDATE’S PROFI

OVERVIEW The Data Engineer II will work closely with clients and provide technical consulting services, configuration of the elluminate platform, development for specific projects that include trial configuration, quality control, process improvements, system validation, custom analytics development, clinical software implementations and integrations. platform configuration, ETL and custom analytics development. The Data Engineer II will engage in technical development and implementation of various software service delivery related activities. As a Data Engineer II, you will play a crucial role in providing high-level technical consulting services and configuring the elluminate® platform. You will oversee specific projects, including trial configuration, quality control, and project management. KEY TASKS & RESPONSIBILITIES ➢Collaborating closely with clients to deliver technical consulting services and configure the elluminate® platform. ➢Guiding and supporting the team of data engineers on various technical service delivery activities. ➢Designing, developing, testing, and deploying efficient SQL code to support SDTM, custom reports, and visualizations using tools like MS SQL, elluminate® Mapper, and Qlik. ➢Providing technical guidance, training, and support to team members and users on processes, technology, and products. ➢Managing multiple timelines and deliverables for single or multiple clients, and handling client communications as assigned. ➢Possessing in-depth knowledge of at least one Elluminate module, with hands-on experience in all other modules. ➢Delivering proactive technical support for all client-reported support tickets. ➢Facilitating client onboarding workshops and conducting training sessions for end users on the Elluminate platform. ➢Configuring, migrating, and supporting the elluminate® platform for assigned clients. ➢Creating and maintaining all required specifications and quality control documents as per SOP and processes. CANDIDATE’S PROFI

NK Securities Research is a leading financial firm that leverages cutting edge technology and sophisticated algorithms to trade the financial markets. Founded in 2011, we have gained invaluable experience in the field of High Frequency Trading across different asset classes. About the Role: We are hiring a Graduate or CA Inter-qualified professional with a strong foundation in accounting, bookkeeping, taxation, and statutory compliance. This role is ideal for someone looking to apply their academic knowledge in a real-world, fast-moving financial services environment. You will play an active role in maintaining books of accounts, assisting with audits, preparing reports, and supporting financial operations in a broking environment. Key Responsibilities: Accounting & Bookkeeping: Maintain day-to-day accounting entries in Tally/ERP. Prepare journal entries, accruals, and ledger reconciliations. Ensure timely closure of books and preparation of trial balances. Banking & Reconciliations: Handle daily bank reconciliations and monitor fund flows. Reconcile intercompany and client accounts periodically. Track outstanding balances and coordinate for settlements. Statutory & Regulatory Compliance: Assist in preparing GST returns, TDS workings, and other tax compliances. Work on preparation and filing of ROC and SEBI-related documents under guidance. Coordinate with consultants/auditors for monthly and annual audits. MIS & Reporting: Prepare MIS reports, cash flow statements, and expense trackers. Assist senior finance team in budgeting and variance analysis. Ensure accuracy and timeliness in all financial reporting activities. Qualifications & Skills: Graduate or Semi-Qualified CA (CA Inter) Prior experience in a CA firm Hands-on experience with Tally Prime Good working knowledge of TDS, GST, and statutory/compliance filings Exposure to accounting, taxation, and regulatory compliance Strong analytical and problem-solving skills Ability to work

About the Team DoorDash Labs, established in 2018, serves as the innovation hub for DoorDash, focusing on developing automation and robotics solutions to enhance last-mile logistics. The team's mission is to create technologies that support and augment human networks, aiming to improve efficiency for Dashers, merchants, and consumers alike. We’re ruthlessly focused on business impact. We are a highly senior team composed of former pioneers from a variety of different robotics industries. As of 2025, DoorDash has completed 10B lifetime deliveries. We’re focused on how to do the next 10B even better. About the Role We are seeking a highly motivated Systems Engineer to help shape the architecture and integration of our next-generation delivery platforms. In this role, you will define system requirements, interfaces, and verification strategies that connect diverse hardware, software, and operational teams into a cohesive, safe, and reliable system. You will translate high-level business and mission objectives into clear engineering specifications, ensuring our delivery platform meets performance, safety, and regulatory goals. The ideal candidate brings a strong background in complex system development, with experience in aerospace, autonomous vehicles, or other safety-critical domains, and thrives in a collaborative, fast-paced environment where clear thinking and systems-level perspective drive success. You’re excited about this opportunity because you will… Define system requirements and interfaces for delivery platforms, translating business and operational goals into verifiable technical requirements Develop and maintain system architecture and interface control documents that allocate functionality, performance, and safety constraints across subsystems and components. Lead trade studies and technical risk assessments to evaluate design options and make data-driven recommendations balancing various objectives Create verification & valida

About the Team DoorDash Labs, established in 2018, serves as the innovation hub for DoorDash, focusing on developing automation and robotics solutions to enhance last-mile logistics. The team's mission is to create technologies that support and augment human networks, aiming to improve efficiency for Dashers, merchants, and consumers alike. We’re ruthlessly focused on business impact. We are a highly senior team composed of former pioneers from a variety of different robotics industries. As of 2025, DoorDash has completed 10B lifetime deliveries. We’re focused on how to do the next 10B even better. About the Role We are seeking a highly motivated Systems Engineer to help shape the architecture and integration of our next-generation delivery platforms. In this role, you will define system requirements, interfaces, and verification strategies that connect diverse hardware, software, and operational teams into a cohesive, safe, and reliable system. You will translate high-level business and mission objectives into clear engineering specifications, ensuring our delivery platform meets performance, safety, and regulatory goals. The ideal candidate brings a strong background in complex system development, with experience in aerospace, autonomous vehicles, or other safety-critical domains, and thrives in a collaborative, fast-paced environment where clear thinking and systems-level perspective drive success. You’re excited about this opportunity because you will… Define system requirements and interfaces for delivery platforms, translating business and operational goals into verifiable technical requirements Develop and maintain system architecture and interface control documents that allocate functionality, performance, and safety constraints across subsystems and components. Lead trade studies and technical risk assessments to evaluate design options and make data-driven recommendations balancing various objectives Create verification & validation strategies (test pl