Financial Advisor Jobs

ABOUT BASETEN Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F , led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to to ship AI products. ROLE We’re looking for a high-performing strategic finance professional to join our growing GTM Finance team. Our business grows with our customers' usage, which makes the finance function highly strategic at Baseten: growth, pricing, margin, and capacity decisions are business model decisions. You'll sit at the center of them, partnering directly with GTM leadership and reporting into a finance team with a seat at the table for the calls that shape the company's trajectory. This role is ideal for someone with 3 to 7 years of experience across strategic finance, investing, and/or investment banking who wants broad exposure to company-building inside a fast-scaling AI infrastructure company. Experience at a usage-based software company is a plus. RESPONSIBILITIES Own financial planning, forecasting, and budgeting processes for the GTM org Build and maintain financial models across revenue, S&M spend, headcount, and strategic bets Analyze the metrics that define a usage-based business – ARR, gross margin, consumption trends, retention, and GTM efficiency Partner with GTM leaders to set targets, evaluate growth initiatives, shape pricing, and design sales compensation Help prepare board materials, investor updates, and fundraising analyses Improve financial reporting, dashboards, and operational rigor so our infrastructure scales as fast as our revenue Work cross-functionally to turn ambiguous business questions into

ABOUT BASETEN Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F , led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to to ship AI products. THE ROLE We’re looking for a high-performing strategic finance professional to join our growing Finance team. This role is ideal for someone with 3 - 4 years of experience across investment banking, venture capital, private equity and/or strategic finance who wants broad exposure to company-building inside a fast-scaling AI infrastructure company. Experience in strategic finance is a plus, but not required. You’ll work closely with Finance leadership and partner cross-functionally across the Finance leadership team. THE RESPONSIBILITIES Support company-wide financial planning, forecasting, and budgeting processes Build and maintain operating and financial models across revenue, infrastructure costs, hiring, and strategic initiatives Help prepare board materials, investor updates, and fundraising analyses Partner with business leaders to evaluate investments, acquisitions, pricing, growth initiatives, and operational tradeoffs Analyze consumption and infrastructure metrics including ARR, gross margin, usage trends, retention, and efficiency metrics Drive ad hoc strategic projects including market analysis and scenario planning Improve financial reporting processes, dashboards, and operational rigor as the company scales Act as key data and modeling lead on reporting and analysis Assist with finance operations, procurement, and vendor management as needed Work cross-functionally to turn ambiguous business questions into

Drata is building the trust layer between great companies - automating compliance, managing risk, and helping organizations prove trust continuously as they scale. We're Dratanauts: a global crew of 600+ professionals united by a culture that rewards integrity, ownership, and raising the bar, no matter where in the world we're working from. Why Join the Drata Team? At Drata, you're not maintaining legacy compliance software - you're building the agentic AI platform defining what trust looks like for the next generation of companies. Here's what makes the work itself worth showing up for: Problems without a playbook: You'll work at the edge of AI and security, building agentic governance, continuous compliance, and real-time trust verification to solve problems that don't have an established answer yet. You're writing it as you go. Real ownership, not just process: Our values center on owning outcomes and raising the bar, not checking boxes. You're expected to have opinions and back them. A seat at the table: Your perspective is unique and valued. Open debate and diverse viewpoints are built into how decisions actually get made here, at every level. Growth at rocketship speed: Drata is scaling fast, which means scope grows fast too. High performers get more ownership, visibility, and experience. A crew, not just coworkers: Dratanauts consistently describe a "come as you are" culture with sharp, curious people—the kind of team that makes hard problems genuinely fun to solve. See what they say here and follow us on LinkedIn for company news, employee stories, and career updates. Job Summary: The Software Engineer, Monetization Platform serves as an engineer on the Product Platform Group with a primary focus on the systems that turn product usage, subscriptions, credits, commitments, and contracts into accurate customer outcomes and clean financial operations. This person will help architect and evolve the core billing domain for Drata: usage event ingestion, billable m

As the Regional Vice President of Enterprise Sales, you lead a team focused on winning and expanding Coder’s highest-priority accounts. You are accountable for meeting or exceeding quarterly and annual revenue targets and increasing ASP. You will coach and mentor existing sellers, onboard new sellers, strengthen pipeline discipline, and help the team close committed business on time. You will work closely with sales, solutions, customer success, and leadership to grow new logos and expand existing customers across Coder’s ideal customer profile. What you’ll do here Achieve or exceed quarterly and annual revenue targets for your region. Lead, coach, and develop a team selling into enterprise and strategic accounts. Onboard new sellers and help them build productive territories, pipelines, and account plans Set a clear operating cadence around pipeline creation, deal inspection, forecasting, and execution. Focus the team on Coder’s P1 accounts and highest-priority ideal customer profiles. Increase average selling price, with a focus on initial deals above $350,000 in annual recurring revenue. Grow new-logo revenue while expanding Coder’s footprint within existing customers. Improve forecast accuracy by ensuring committed deals close within the expected timeframe. Maintain clean pipeline data and clear next steps across active opportunities. Guide account strategy for highly regulated industries, including financial services and automotive. Support targeted growth across select business-to-business technology accounts. Lead by example in customer conversations, negotiations, deal strategy, and cross-functional collaboration. Help customers connect Coder’s platform to cloud transformation, application development, modernization, and AI initiatives. Ability to travel at least twice quarterly What we’re looking for Experience as a first-line regional sales leader in enterprise or strategic account segments A record of achieving or exceeding significant revenue targets Exp

Company Description Novo is a venture-backed fintech that simplifies banking for small businesses. Since our Fall 2018 beta launch, we've expanded offerings from free checking accounts and debit cards to lending products, business tools (invoices, bookkeeping, and more), and integrations.Today , Novo is a powerfully simple banking platform that serves over 250,000 small businesses. In addition to providing smart tools built for entrepreneurs to better run and grow their businesses, Novo has processed billions in transactions in partnership with a number of established banking partners. Our vision is to be the go-to platform serving small businesses – from launch to everyday – so business owners can focus on growing, while Novo provides seamless money movement, money storage, and access to capital. We'd like to look back 5–10 years from now and know that we helped new generations of small businesses succeed because of the work we did at Novo. Novo raised $170 million in venture capital and is backed by leading investors, including Stripes, Valar Ventures, Crosslink Capital, and Notable Capital (formerly GGV). Learn more at https://www.novo.co . Role Description Novo is seeking a highly experienced and motivated product manager to own and scale our core banking experience — the accounts, money movement, cards, and program infrastructure that power banking for over 250,000 small businesses. This role is critical to ensuring the reliability, usability, and depth of the products at the heart of Novo, supporting our rapidly expanding customer base and business operations. The ideal candidate is a hands-on product leader who can set product direction for complex, regulated financial products, partner closely with Engineering, Design, Risk, and Compliance, and work hand-in-hand with banking partners to ship reliable, secure, high-quality experiences within a dynamic, regulated fintech environment. Responsibilities Product Strategy & Leadership Own the strategy, roadmap,

🚀 About WRITER WRITER is where the world's leading enterprises orchestrate AI-powered work. Our vision is to expand human capacity through superintelligence. And we're proving it's possible – through powerful, trustworthy AI that unites IT and business teams together to unlock enterprise-wide transformation. With WRITER's end-to-end platform, hundreds of companies like Mars, Marriott, Uber, and Vanguard are building and deploying AI agents that are grounded in their company's data and fueled by WRITER's enterprise-grade LLMs. Valued at $1.9B and backed by industry-leading investors including Premji Invest, Radical Ventures, and ICONIQ Growth, WRITER is rapidly cementing its position as the leader in enterprise generative AI. Founded in 2020 with office hubs in San Francisco, New York City, Seattle, Austin, Chicago, and London, our team thinks big and moves fast, and we're looking for smart, hardworking builders and scalers to join us on our journey to create a better future of work with AI. 📐 About the role As a sales development representative at WRITER, you'll be on the front lines of the enterprise AI revolution - the very first conversation many Fortune 500 buyers will ever have about our platform. You won't just be dialing for meetings; you'll be shaping how the world's largest companies understand and adopt generative AI. Every discovery call you run, every account you break into, and every qualified opportunity you hand off directly feeds the pipeline that powers WRITER's next phase of hypergrowth. This is a high-impact, high-visibility role. You'll partner closely with our enterprise account executives to crack into named target accounts across industries like retail, financial services, travel, and healthcare - the same kinds of companies already transforming their work with WRITER. You'll sharpen your craft in a fast-moving environment, build a deep fluency in enterprise AI, and set yourself on an accelerated path toward becoming a top-tier enterprise se

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. We’re looking for a detail-oriented Senior General Ledger Accountant to join our growing Accounting team. This role will be involved in a broad range of general ledger accounting activities, including, but not limited to, Cash, Prepaids, Fixed Assets, Accounts Payable, Leases, Investments, Allocations, Intercompany transactions, and Payroll accounting. The position requires strong analytical skills, a keen sense of accuracy, exceptional attention to detail, and the ability to independently research and resolve discrepancies. The ideal candidate thrives in a fast-paced environment and enjoys partnering cross-functionally with teams such as FP&A, Payroll, PeopleOPs, PayablesOps, and other business stakeholders to ensure accurate and timely financial reporting. SaaS industry experience is a plus, particularly in high-growth environments. What you’ll do as a Senior GL Accountant at Vanta: Prepare and review monthly journal entries, account reconciliations, and supporting schedules across a variety of general ledger accounts, including Cash, Prepaids, Fixed Assets, Accounts Payable, Leases, Investments, Payroll, and other balance sheet and income statement accounts. Partner cross-functionally with FP&A, Payroll, PeopleOps, Legal, and other business stakeholders to ensure the accuracy, completeness, and timeliness of financial information. Support the monthly, quarterly, and annual close processes by analyzing financial results, investigating variances and discrepancies, and ensuring accurate financial reporting. Perform flux and variance analyses across key accounts, leveraging data analytics and AI-enabled tools to identify

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. You'll lead Vanta's EMEA Solutions Engineering team across the Growth and Commercial segments, developing a strong group of eight SEs while evolving our technical sales motion and helping drive growth in one of Vanta's highest-priority regions. Solutions Engineering at Vanta sits at the intersection of product, technical, and sales. The SE team works alongside Account Executives to drive technical wins, lead discovery, and make the fit between customer needs and Vanta's capabilities real, converting qualified opportunities into closed revenue. In EMEA, that means operating across a wide and diverse market: from established financial and technology hubs across Western Europe to emerging opportunities across the Middle East, Israel, and Southern Europe, each with different regulatory contexts, GRC maturity levels, and buying behaviours. The team needs to show up credibly across all of them. This manager leads the Growth and Commercial SE team, a group of eight SEs spanning a fast-moving, high-priority region. The SE motion is actively evolving from a repeatable demo approach toward a more consultative, value-based model in the right deals, while preserving speed and volume where that remains the right answer. The job is to develop the team and the motion together. What you’ll do as a Manager, Solutions Engineering at Vanta: Lead and develop the SE team: manage eight SEs across the Growth and Commercial segments, build on the existing operating rhythm, and establish a coaching cadence that elevates individual performance and team craft Drive the evolution of the SE motion: work with your team and EMEA sales leadership to shift fro

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Why this role? In this role, you will have ownership of the full sales cycle - from identifying leads to closing deals with Global 2000 across Sweden, Denmark and Norway in telecommunications, financial services, industrial manufacturing, energy and utilities, and healthcare and life sciences. Sovereignty and control over where data and models reside are growing priorities across these sectors, and Cohere is well positioned to meet that need with private, on-premise and in-country deployment built for enterprise scale. We’re looking for an approachable and compelling communicator who loves working with prospects to uncover their needs and feels comfortable developing tailored value propositions around how Cohere’s platform can help them achieve their business goals. You’ll lay the foundation for Cohere’s growth by owning your territory and collaborating with teammates across customer success, sales development, marketing, and solution architecture. As a Senior Account Executive, you will: Drive net-new customer acquisition across Sweden, Denmark and Norway via targeted outbound activity, executive introductions, and relationship

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Why this role? In this role, you will have ownership of the full sales cycle - from identifying leads to closing deals with Global 2000 across Spain in financial services, telecommunications, energy and utilities, manufacturing, and healthcare and life sciences. Sovereignty and control over where data and models reside are growing priorities across these sectors, and Cohere is well positioned to meet that need with private, on-premise and in-country deployment built for enterprise scale. We’re looking for an approachable and compelling communicator who loves working with prospects to uncover their needs and feels comfortable developing tailored value propositions around how Cohere’s platform can help them achieve their business goals. You’ll lay the foundation for Cohere’s growth by owning your territory and collaborating with teammates across customer success, sales development, marketing, and solution architecture. As a Senior Account Executive, you will: Drive net-new customer acquisition across Spain via targeted outbound activity, executive introductions, and relationship building with key stakeholders Own the full sales cy

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Why this role? North is Cohere's cutting-edge AI workspace platform, designed for enterprise users. It offers a secure and customizable environment, allowing companies to deploy AI while maintaining control over sensitive data. North integrates seamlessly with existing workflows, providing a trusted platform that connects AI agents with workplace tools, data and applications. The North for Finance team builds specialized AI solutions for finance teams while accelerating adoption of agentic workflows for their mission-critical operations. You'll work at the intersection of AI innovation and financial services, developing features that integrate domain-specific knowledge with enterprise-grade reliability. As an engineer on this team you will help transform complex financial workflows through intelligent automation. You'll extend core agentic platform capabilities with built-in data isolation, structured-data manipulation and collaborative governance, positioning North as the leading AI workspace for finance. As a Senior Software Engineer, you will: Design, build, ship, and maintain customer facing workflows and agentic automations

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Why this role? In this role, you will have ownership of the full sales cycle - from identifying leads to closing deals for enterprises across diverse industries in Japan such as financial services, manufacturing, healthcare, energy, telecommunications and oil and gas. Cohere seeks an approachable and compelling communicator who loves working with prospects to uncover their needs and feels comfortable developing tailored value propositions around how Cohere’s platform can help them achieve their business goals. You’ll lay the foundation for Cohere’s growth by owning your territory and collaborating with teammates across Customer Success, Sales Development, Marketing and Sales Engineering. You’ll be the voice of the field and partner with our Product and Engineering teams to prioritize the Cohere roadmap with customer-centric care. In this highly self-directed role, you are someone who thrives in an unstructured and quickly evolving environment. And your opportunity for impact will be astronomical — Cohere has skies-the-limit potential, and you’ll help us reach it. As an Account Executive, you will : Focus on net-new logo acquisit

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Who are we? Cohere is at the forefront of AI innovation, building cutting-edge language models and AI systems. Our Finance team plays a critical role in supporting our rapid growth and ensuring operational excellence. We value technical expertise, collaborative problem-solving, and a commitment to accuracy and compliance. This role offers the opportunity to make a significant impact on our financial infrastructure while working at the intersection of finance and transformative technology. As we scale our business and navigate an evolving financial landscape, you'll play a pivotal role in driving operational excellence and serving as a key partner on accounting implications of major business decisions. In this role, you will: Lead and own the complete month-end close process, ensuring timely and accurate financial reporting across all entities Oversee all audit activities, partnering with external auditors and managing internal control documentation Collaborate on special projects including system implementations, process improvements, and acquisition integration efforts Direct general ledger operations, account reconciliations,

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Why this role? Cohere has a strong AI narrative, the most deployable product, and a CEO who co-authored the foundational paper of modern AI. The company is positioned to become the transatlantic leader in sovereign AI for enterprise and government, and needs a storytelling engine to deliver that story at scale. This role sits within the team that is building that engine. In this cross functional role, you will stand up our Executive Communications function, working alongside our deep bench of technical and business experts including our three, cofounders Chief Financial Officer, Chief AI Officer, SVP Government Affairs and many more. You'll create the executive communications strategy that fuels our growth among governments and enterprises in the most highly-regulated industries. In addition to partnering directly with C-Suite executives, you’ll nurture how we talk to customers, partners, and employees, including how we show up on the biggest stages around the world. This is a rare opportunity to build an executive communications function at a fast-growing company in the most dynamic space in technology. This is a role for someo

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Who are we? Cohere is at the forefront of AI innovation, building cutting-edge language models and AI systems. Our Finance team plays a critical role in supporting our rapid growth and ensuring operational excellence. We value technical expertise, collaborative problem-solving, and a commitment to accuracy and compliance. This role offers the opportunity to make a significant impact on our financial infrastructure while working at the intersection of finance and transformative technology. As we scale our business and navigate an evolving financial landscape, you'll play a pivotal role in driving operational excellence and serving as a key partner on accounting implications of major business decisions. In this role, you will: Own the full lifecycle management of our NetSuite ERP environment, including architecture design, configuration optimization, integration development, and strategic roadmap planning to support General Ledger, AP, AR, Procure-to-Pay, Fixed Assets, Revenue Recognition, Audit, and International Consolidations & Reporting Drive end-to-end process excellence across Order-to-Cash and Procure-to-Pay workflows,