Financial Advisor Jobs

About Mixpanel Mixpanel is the leading product intelligence and analytics platform, trusted by more than 29,000 companies to help understand how people use the products they build. By combining powerful analytics with AI that knows your business, Mixpanel helps teams see what’s working, diagnose what’s not, and decide what to build next. Learn more at mixpanel.com . About the Team The Revenue Operations team at Mixpanel partners with the Regional Business Leaders to help set and execute global and regional revenue strategies. We build and execute core operational processes such as business planning and reporting, facilitate key decision making, work with leadership on crafting strategies and support ongoing business operations management - whatever is needed to make our Sales teams successful! About the Role As Revenue Strategy & Operations Manager , you will own core business operations for the region, your job will include in-depth quantitative analysis of operating metrics with a particular focus on problem-solving and creating scaled systems and processes. You will work closely with the VP of North America and cross-functional teams to quickly understand opportunities and implement solutions. Responsibilities Primary advisor to North America VP on end-to-end Go-To-Market operations Perform strategic product, market, and customer analyses to identify new growth drivers or opportunities for improvement Support annual planning cycles including goaling, coverage model revisions, territory design, and cascading our financial plan Drive continuous improvement through standard operating cadences including weekly forecast and metric reviews in addition to monthly and quarterly go-to-market business reviews Define, manage, and provide insights on key performance indicators across a range of segments, geographies, and go-to-market teams Collaborate with sales, finance, revenue operations, marketing, and other cross-functional stakeholders to design and execute strateg

About Mixpanel Mixpanel is the leading product intelligence and analytics platform, trusted by more than 29,000 companies to help understand how people use the products they build. By combining powerful analytics with AI that knows your business, Mixpanel helps teams see what’s working, diagnose what’s not, and decide what to build next. Learn more at mixpanel.com . About the Team The Revenue Operations team at Mixpanel partners with the Regional Business Leaders to help set and execute global and regional revenue strategies. We build and execute core operational processes such as business planning and reporting, facilitate key decision making, work with leadership on crafting strategies and support ongoing business operations management - whatever is needed to make our Sales teams successful! About the Role As Revenue Strategy & Operations Manager , you will own core business operations for the region, your job will include in-depth quantitative analysis of operating metrics with a particular focus on problem-solving and creating scaled systems and processes. You will work closely with the VP of North America and cross-functional teams to quickly understand opportunities and implement solutions. Responsibilities Primary advisor to North America VP on end-to-end Go-To-Market operations Perform strategic product, market, and customer analyses to identify new growth drivers or opportunities for improvement Support annual planning cycles including goaling, coverage model revisions, territory design, and cascading our financial plan Drive continuous improvement through standard operating cadences including weekly forecast and metric reviews in addition to monthly and quarterly go-to-market business reviews Define, manage, and provide insights on key performance indicators across a range of segments, geographies, and go-to-market teams Collaborate with sales, finance, revenue operations, marketing, and other cross-functional stakeholders to design and execute strateg

Upwork Inc.'s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond. Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at Upwork.com and follow us on LinkedIn , Facebook , Instagram , TikTok , and X ; and learn more about Lifted at Go-Lifted and follow on LinkedIn . We're looking for an experienced Director, SOX Compliance to own and scale our Sarbanes-Oxley program as we continue to grow as a public company. You'll serve as the primary owner of our internal control over financial reporting (ICFR) framework, partnering closely with Finance, Legal, Engineering, and external auditors to keep our control environment rigorous and effective. You'll lead a team of SOX compliance professionals, drive continuous improvement across the program, and act as a trusted advisor to executive leadership and the Audit Committee on control-related matters. This is a chance to shape how compliance

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Okta: The World’s Identity Company™ About Okta & The TAM Team Okta is the leader in Identity management and The World’s Identity Company™. Our mission is to build a more secure world by providing a neutral, powerful, and extensible platform that puts identity at the heart of the modern tech stack—securing customers, employees, partners, and AI agents. Two-thirds of the Fortune 100 trust Okta to power their identity journeys. The Technical Account Management (TAM) team is a global group of Okta product experts dedicated to driving long-term customer success. As a Senior TAM within our Strategic Workforce Identity segment, you will serve as the premier technical advisor and advocate for some of our largest enterprise customers (across Financial Services, Healthcare, Public Sector, and more), helping them elevate their technical maturity and maximize their Okta investment. What You’ll Be Doing 1. Strategic Customer Partnership & Influence Trusted Advisor: Build deep, executive-level relationships, serving as the primary technical point of contact for customer identity owners and IT leadership (up to CxO). Strategic Roadmapping: Architect tailored technical success plans aligned with customer business objectives to drive platform adoption and secure Okta against competitive displacement. Adoption & Expansion: Guide customers in expanding their Okta footprint across critical Workforce solutions, continuously improving their overall security po

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 Senior Counsel, Product on the Product Legal team, you'll serve as the primary legal partner to product, engineering, and design teams building stablecoins, payments, and crypto infrastructure at Coinbase. This team provides full product life-cycle counseling across some of the most novel areas in fintech and crypto law. You'll shape how Coinbase navigates complex regulatory landscapes while shipping products that bring crypto into the financial mainstream, advising from ideation through launch and collaborating cross-functionally with Privacy, Regulatory, Compliance, and Finance. What you'll do: Own the legal advisory relationship for stablecoin, payments, and crypto infrastructure product teams, providing day-to-day legal, business, and strategic counsel throughout the product life cycle. Advise product managers and engineers on U.S. and international regulatory requirements, including money transmission laws, the GENIUS Act, NYDFS BitLicense, banking regulations, e-money issuance, securities regulation, and BSA compliance. Drive resolution of novel legal issues by identifying risks, partnering with specialized colleagues across Legal, and engaging outside counsel where needed. Partner cross-functionally with Compliance, Communications, Finance, Tax, Security, and Enterprise Risk Management to deliver cohesive legal guidance that enables product launches. Shape

About the Team The Finance & Supply Chain Engineering organization includes two complementary teams. Software Engineering builds internal full-stack applications, durable agentic workflows, plugins, MCPs, and measurable AI-enabled engineering practices. Data Engineering builds trusted analytics data assets for Finance and Supply Chain. The teams have distinct charters, with important shared dependencies and broad cross team partnerships across Engineering, Applications, Finance, and Supply Chain. About the Role We are looking for a hands-on senior technical leader who will report alongside the Software Engineering and Data Engineering managers. This is an individual-contributor role with no immediate people-management responsibility. The Tech Lead will raise the technical bar across both teams, participate in important cross-team or high-risk design decisions, and directly own and ship high-impact work. The role should improve team judgment and autonomy rather than act as a floating architect or universal approval gate. In this role, you will: Partner with the Software Engineering and Data Engineering managers as a peer technical leader; managers retain accountability for people, staffing, priorities, performance, and delivery commitments. Directly own the architecture, implementation, launch, and operation of one or more high-impact initiatives, remaining accountable for real outcomes rather than advisory output alone. Guide important design decisions that are cross-team, difficult to reverse, or material to security, financial controls, reliability, data quality, or long-term cost of ownership. Establish pragmatic engineering standards across architecture, APIs and data contracts, testing, security, reliability, observability, lineage, data quality, and operational ownership. Advance engineering standards for building with AI, including agentic workflows, evaluation, telemetry, adoption, and outcome measurement. Work across backend, full-stack, data, and big-d

CORPORATE DEVELOPMENT Job Purpose The Corporate Development team is responsible for driving the company's long-term growth and strategic evolution. As a Corporate Development , you will play a pivotal role in identifying, evaluating, and executing inorganic growth opportunities. This includes mergers and acquisitions (M&A), joint ventures, strategic alliances, divestitures, and corporate investments. You will act as a key connector between external market opportunities and internal executive leadership. Key Responsibilities 1. Strategy & Market Intelligence Collaborate with senior executives to define and refine the company’s inorganic growth roadmap.Conduct continuous macroeconomic, industry research to identify emerging trends, market disruptions, and potential targets. Tracking market developments, precedent transactions, and comparable companies. Maintain a robust, proactive pipeline of acquisition, investment, and partnership targets. 2. Deal Sourcing & Evaluation Build and maintain relationships with investment bankers, venture capital/private equity firms, and target company management teams. Perform initial screening of inbound and outbound deal opportunities against corporate strategic criteria. Develop high-quality strategic rationale and business cases for presentation to the C-suite and Board of Directors. 3. Due Diligence & Deal Execution Coordinating due diligence processes and managing data rooms (in live deals) Coordinate internal cross-functional teams (Legal, Finance, Tax, HR, Product, Operations) and external advisors during the due diligence process. Lead the project management of the transaction lifecycle from Letter of Intent (LOI) to definitive documentation and closing. 4. Integration & Post-Closing Support Partner with operational teams to design post-merger integration (PMI) playbooks. Ensure that projected financial and operational synergies are tracked and realized post-acquisition Role Requirements & Qualifications Educati

Here’s a summary of the role: Diligent is seeking an experienced Advisory & Consulting Manager (Risk & Audit) to join our growing Professional Services team, driving successful SaaS implementation delivery, client onboarding, and consulting engagements that deliver measurable value for our customers. In this role, you will lead customer adoption and implementation projects for Diligent’s Governance, Risk and Compliance solutions, with a strong focus on driving successful delivery, maintaining operational consistency, and executing implementations in line with Diligent’s established Services Strategy methodology. If you are a highly operational, execution-focused project leader who is passionate about technology and innovation, driven by creating meaningful client impact, building trusted partnerships, and delivering sustainable growth through exceptional consulting services, this is your next move. This role is open to candidates based in Singapore, Australia and New Zealand . Please note that we are unable to provide visa sponsorship, so applicants must already have the legal right to work in their country of residence. Candidates based in one of our office locations within Singapore, Australia or New Zealand are expected to work from the office at least 50% of the time in line with our hybrid working policy. For candidates based elsewhere within these countries, where we do not have an office, remote working arrangements will be considered. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Leading multiple end-to-end implementation of Diligent solutions for clients, from project kick-off through to go-live, ensuring projects are delivered on time and within scope. Proactively manage portfolio operations, accurate time and scope capture within project, project financials, team utilization, and time management. Mobilize the right team resources to ensure projects are delivered successfully, delays and overrun

Here’s a summary of the role: Diligent is seeking an experienced Advisory & Consulting Manager (Risk & Audit) to join our growing Professional Services team, driving successful SaaS implementation delivery, client onboarding, and consulting engagements that deliver measurable value for our customers. In this role, you will lead customer adoption and implementation projects for Diligent’s Governance, Risk and Compliance solutions, with a strong focus on driving successful delivery, maintaining operational consistency, and executing implementations in line with Diligent’s established Services Strategy methodology. If you are a highly operational, execution-focused project leader who is passionate about technology and innovation, driven by creating meaningful client impact, building trusted partnerships, and delivering sustainable growth through exceptional consulting services, this is your next move. This role is open to candidates based in Singapore, Australia and New Zealand . Please note that we are unable to provide visa sponsorship, so applicants must already have the legal right to work in their country of residence. Candidates based in one of our office locations within Singapore, Australia or New Zealand are expected to work from the office at least 50% of the time in line with our hybrid working policy. For candidates based elsewhere within these countries, where we do not have an office, remote working arrangements will be considered. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Leading multiple end-to-end implementation of Diligent solutions for clients, from project kick-off through to go-live, ensuring projects are delivered on time and within scope. Proactively manage portfolio operations, accurate time and scope capture within project, project financials, team utilization, and time management. Mobilize the right team resources to ensure projects are delivered successfully, delays and overrun

The International Tax Director will execute all aspects of international tax including compliance, transfer pricing, and planning. The International Tax Director will manage a team of tax professionals, collaborate with external advisors, and work closely with finance, legal, and business units to support global tax initiatives. We are looking to speak to candidates who are based in Austin, TX for our hybrid working model. Key Responsibilities: Support IP and tax structure planning to maximize tax efficiency Direct global tax compliance Direct international quarterly and year-end accounting for income taxes (ASC 740). Direct international tax provisions for foreign statutory financials Execute the Company's global transfer pricing strategy and policy including monitoring controlled transactions, transfer prices and adjustments Prepare and maintain intercompany agreements and allocations Review the tax components of certain customer agreements Review business initiatives to determine the tax impact Direct corporate international tax research and interpretation Manage international tax audits Direct post-acquisition integrations Work closely with Treasury in managing cash globally Coordinate with outside tax consultants and contractors for various tax projects Qualifications: Education: Bachelor’s degree in Accounting, Finance, or a related field (CPA, MST or LLM (Taxation) preferred) Experience: 10+ years of progressive experience in corporate tax, with at least 5 years in a leadership role Strong compliance and planning experience in a multi-national, multi-entity environment including the areas of: BEAT, GILTI, FDII, Subpart F, OECD Pillar Two, Check the Box Principles, U.S. Tax Treaty Research and Interpretation, Intellectual and Intangible Property Planning, and Transfer Pricing Working knowledge of international taxation in Europe and Asia Skills: Understanding of SEC and GAAP reporting requirements Significant project m

Head of Talent Acquisition, APAC & Middle East Regional remit: Singapore, Hong Kong, Malaysia, Thailand and the Middle East About Capco Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. About the role We are looking for an experienced and high-performing Talent Acquisition (TA) professional to head our TA function across APAC and the Middle East. You will lead on talent acquisition strategy, be a trusted partner and adviser to regional business leaders, and act as the point of contact for critical and senior hiring requirements. What you’ll do Develop and deliver the regional talent acquisition strategy in line with our Capco30 strategy and growth priorities. Lead, coach and develop a geographically dispersed team, creating an inclusive, accountable, and high-performance culture. Remain hands-on with senior and business-critical recruitment searches. Simplify and improve recruitment processes, creating consistently high-quality candidate and hiring manager experiences, aligned to Capco global standards. Improve the use of recruitment technology, data, and responsible AI to enhance quality, speed, and efficiency. Manage agencies and external partners, strengthening commercial terms and performance, and maintaining cost control. Own regional recruitment reporting, analytics and budgets, using data to identify risks and oppor

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . What You’ll Do: Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors including tech/media/telecom, consumer, industrials/materials/energy, healthcare and financials Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter Finalize scheduling and call logistics details directly with experts What You Have: Bachelor’s degree or higher with strong academic record is required 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation Prior experience in cold calling and sending cold emails, generating leads would be great Excellent communication and interaction skills, including demonstrated

About Us: AI needs a new infrastructure layer. We're building it at Modal. Every era of computing brought new workloads that previous infrastructure couldn't support: mainframes, databases, and the cloud. Each time, the company that rebuilt the layer underneath defined the decade. AI is no different, except it touches everything instead of one slice, and the window to build the layer underneath it is open right now. Our customers include category-defining companies like Lovable , Ramp , Cognition, DoorDash, and Suno. They rely on Modal for instant GPU access, sub-second container starts, and native storage, so it's simple to serve low-latency inference, fine-tune models, and access production-ready sandboxes at scale. We recently raised a $355M Series C at a $4.65B valuation, led by General Catalyst and Redpoint Ventures. We've crossed $300M+ ARR and grown fivefold since September. Our team includes creators of popular open-source projects (e.g., Seaborn , Luig i ), academic researchers, international olympiad medalists, and experienced engineering and product leaders with decades of experience. About Modal Data: We’re growing our Data team and are looking for our first few key hires to build self-serve data tools and drive business strategy in the right direction. The mission of the Modal Data team is to make it easy to track company goals, make evidence-backed decisions, and prioritize the right work. We do this via: Self-serve AI analytics tools (Hex, Snowflake) Embedding with teams as a “data adviser”, providing strategic analysis and consulting What You'll Do: Contribute to building the most modern analytics stack in Data today to support AI-driven self-serve analysis, key metrics tracking, and external customer reporting Influence work on new products like LLM Inference Endpoints through product analytics tracking Identify millions of dollars of cost savings and optimization across our tools and financial operations Write data pipelines that power the operatio

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU Box is looking for a Business Systems Analyst III (Marketing Systems) to join our Enterprise Systems team to own and scale critical Marketing technology platforms, with a primary focus on Iterable and TrustArc. This role partners closely with Marketing Operations teams to deliver scalable, compliant, and data-driven solutions that support Box’s go-to-market strategy. As a BSA III, you will independently drive medium to high-complexity initiatives, act as a subject matter expert for assigned platforms, and serve as a trusted advisor to business stakeholders. You will influence the marketing systems roadmap, balance run-the-business support with strategic initiatives, and ensure solutions align with long-term platform scalability and complia

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU As part of the broader Go-To-Market (GTM) Enablement team, the Commercial Sales Enablement Manager will drive revenue growth by architecting and delivering strategic enablement programs that equip our Small and Medium Business (SMB) and Mid-Market sales teams with the strategies, skills, content, and modern tools necessary to accelerate productivity and win rates. In this role, you will operate as an autonomous subject matter expert and trusted advisor to Commercial Sales leadership. You will develop comprehensive enablement roadmaps, translate global strategic vision into clear "why" context for the field, advocate for segment priorities, and independently determine the methods and procedures to design, execute, and govern high-impact ena