Financial Advisor Jobs

MongoDB is the next-generation database that helps businesses transform their industries by harnessing the power of data. The world’s most sophisticated organizations, from ground breaking startups to the largest companies use MongoDB to build applications never before possible. We're looking for a high-energy, detail-oriented and hands-on individual to join the Revenue Team as a Senior Accountant, Technical Revenue. We are looking to speak to candidates who are based in Austin, Palo Alto or NYC for our hybrid working model and will primarily be responsible for analyzing and reviewing complex revenue transactions, providing direction on technical revenue accounting issues and articulating accounting impact to our business partners during the contract negotiation process. In addition, this role will participate in month-end and quarter-end close activities and adhoc projects. This is a great opportunity to join and grow with a strong accounting team at a high growth, enterprise software company! Team Description The Revenue team is an extremely visible, high-performing team, ultimately responsible for accurate financial reporting of revenue. This will entail performing monthly close procedures, preparing detailed write-ups of revenue arrangements and providing recommendations for accounting-related terms during negotiations of revenue contracts. Additionally, this team is also responsible for designing and maintaining controls over reporting of revenue and assisting in quarterly forecasting activities for revenue and billings. Candidate Profile Bachelor’s Degree in Accounting or related discipline; CPA a plus Team player and effective communicator with all levels of management and cross functional organizations 3+ years of progressive experience in revenue accounting and operation in the technology industry Proficient knowledge of revenue and related pronouncements (ASC 606) Experience working in a SOX-controlled environment preferred Knowledge

The Travel Manager Americas is accountable for the strategy, operations, and optimization of the company’s corporate travel program across the Americas region, while also providing support for the regional leads. This role requires a consistent, cost‑effective, and employee‑centric travel experience while maintaining compliance with global travel & expense (T&E) policy and regional regulatory requirements. The role partners closely with Finance, HR, Procurement, Security, and regional business leaders to support business growth, traveler safety, and operational excellence. This role can be based remotely in the United States, or hybrid near one of our hub offices. Key Responsibilities Travel Program Strategy & Governance Own the Americas travel program, aligned to global T&E policy and mobility strategy Localize global travel policies for regional requirements (tax, labor, safety, visa, and regulatory) Act as the primary regional escalation point for travel‑related issues Supplier & Vendor Management Manage regional relationships with Travel Management Company (TMC)- Navan, Airlines, hotel chains, car rental providers Support sourcing, RFPs, and contract renewals in partnership with Procurement Track supplier performance against SLAs, cost targets, and traveler satisfaction metrics Financial & Cost Management Drive cost optimization through preferred supplier adoption and traveler behavior change Partner with Finance on budgeting, forecasting, and savings initiatives Monitor leakage, out‑of‑policy spend, and compliance trends Traveler Experience & Support Ensure a seamless, inclusive, and regionally relevant traveler experience Define traveler communications, guidance, and self‑service resources Oversee issue resolution related to disruptions, escalations, or complex bookings Risk, Duty of Care & Compliance Partner with Security and Legal to support duty of care obligations Ensure regional alignment with traveler tracking, emergency r

MongoDB is seeking an Associate on the Pricing & Monetization team to own decisions on how we deliver products and drive sustainable revenue growth. In this role, you will sit at the intersection of product strategy, engineering, analytics, finance, and business operations, working closely with internal stakeholders to identify and translate ambiguous business problems into structured product recommendations. This position requires a driven self-starter with proven experience in building data-driven business cases, communicating complex recommendations to leadership, and operating cross-functionally to solve business problems. You take tasks from start to finish, are able to deliver value quickly, and enjoy working in a dynamic, fast-paced, and challenging environment. You are interested in both diving deep into product data and also extracting executive-level insights to drive strategic decision-making. This role can be based out of our Toronto office or remotely in the Toronto region. Responsibilities Lead pricing and packaging strategies for new product launches and for adjustments to existing offerings, including analyzing historical customer data, building business cases, and evaluating trade-offs Own complex financial and operational models (e.g. revenue, margin, customer cohorting, usage models) to quantify the impact of pricing and monetization decisions Partner with Finance, Engineer, Product Management, and GTM to develop and execute cohesive strategies that align with customer needs, product roadmap, and financial objectives Communicate strategic insights and recommendations to leadership Conduct competitive benchmarking to understand market dynamics and R&D investment opportunities Drive cross-functional execution to operationalize decisions around SKUs, billing, selling, tooling, and performance of product changes Collaborate with Engineering to understand infrastructure costs, technical dependencies, and architecture decisions, translatin

MongoDB is growing and gaining adoption rapidly across the globe with the most demanding and innovative companies and development teams in enterprise software. We're looking for a high-energy, detail-oriented and hands-on individual to join the Revenue Team as a Revenue Lead. This role will be based out of our Gurugram, India office and will primarily be responsible for analyzing and reviewing complex revenue transactions, providing direction on technical revenue accounting issues and articulating accounting impact to our business partners. In addition, this role will participate in month-end and quarter-end close activities and be responsible for mentoring a small team of revenue accountants based in Gurugram, India. This is a great opportunity to join and grow with a strong accounting team at a high growth, enterprise software company! We are looking to speak to candidates who are based in Gurugram for our hybrid working model. Team Description The Revenue team is an extremely visible, high-performing team, ultimately responsible for accurate financial reporting of revenue. The team is responsible for managing the monthly close, contract negotiation and documentation, and determining appropriate accounting treatment for our product offerings. Additionally, this team is responsible for designing and maintaining controls over reporting of revenue and assisting in quarterly revenue forecasting activities. This role will report directly to the Manager of Revenue. Candidate Profile Bachelor's degree in Accounting (CA/CPA preferred) with at least 7+ years of experience in a similar role at a public, high-growth SaaS or technology company Prior experience with revenue operations, revenue recognition and reconciliation processes including working with sales data, customer contracts and new product offerings Deep expertise in ASC 606 Experience in hiring, managing and mentoring high performing teams Proficiency in MS Excel and working with lar

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 is searching for a SOX Senior IT Auditor to join its internal audit team and assist in the successful execution of Okta’s global SOX program. The ideal candidate is a self-motivated team player capable of overseeing IT general control and application control compliance walkthroughs and testing. Reporting to the SOX Program IT Manager, key operational responsibilities include: Perform SOX IT general control and application control walkthroughs and testing to determine whether internal controls over financial reporting are designed and operating effectively Actively follows and champions the SOX methodology with limited guidance Lead SOX IT auditors with confidence and help in their knowledge and development Able to pinpoint systemic causes of control breakdowns and the associated technical gap that generated or permitted the issue Review staff auditor work product and provide clear, actionable feedback to aid in their audit methodology understanding Identify opportunities, provide recommendations, and gain stakeholder agreement on root cause of issues and appropriate corrective actions Develop collaborative relationships with business and IT stakeholders Leverage technology in order to rationalize or automate control activities In addition to essential SOX responsibilities, individuals in this position are also responsible for assisting the Internal Audit team in risk-based operational audits Required Qualifications: BA/BS degree in accounting, finance

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 is in profitable growth mode. We are seeking an experienced Finance Manager who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth. This person will partner with senior leadership and their teams for the Products & Technology organization on all planning, forecasting, and analysis activities. This person will also play a key role in analyses and streamlining processes across the broader Technology organization. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future. The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A. This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details. This position will be based in San Francisco CA, with a two day in-office requirement (Tuesday & Wednesday). Job Duties and Responsibilities: Be a strategic financial partner to the Auth0 Engineering organization Own the budgeting and forecasting processes for this function, including: Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance Preparing budget vs. actual variance analysis and other relevant reporting

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 is in profitable growth mode. We are seeking an experienced Finance Manager who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth. This person will partner with senior leadership and their teams for a newly formed organization on all planning, forecasting, and analysis activities. This person will also play a key role in analyses and streamlining processes across the broader Technology organization. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future. The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A. This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details. This position will be based in San Francisco CA with a two day in office requirement (Tuesday & Wednesday) Job Duties and Responsibilities: Be a strategic financial partner to the newly formed organization Own the budgeting and forecasting processes for this function, including: Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance Preparing budget vs. actual variance analysis and other relevant reporting Leading thoughtful an

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. Technology, Data and Intelligence (TDI) Team The Technology, Data and Intelligence team is on a mission to accelerate Okta’s scale and growth. We bring world-class business acumen and technology expertise to every interaction. We also drive cross-functional collaboration and are focused on delivering measurable business outcomes. The Opportunity The Architect, Finance and Legal Technologies will define and deliver the technology architecture strategy across Finance and Legal functions, enabling data-driven decision-making, automation, and operational excellence. This role will combine deep technical expertise with innovative thinking to modernize and optimize core enterprise systems — including NetSuite or Oracle (ERP) , Conga , Anaplan , and Xactly . The successful candidate will leverage AI, machine learning (ML) , NLP , and intelligent automation to reimagine traditional financial and legal processes/systems, enabling predictive insights, streamlined operations, and smarter compliance. What you’ll be doing Enterprise Solution Architecture: Define the target-state architecture for Finance and Legal applications, ensuring alignment with enterprise strategy and growth objectives. Lead the design and implementation of end-to-end architectural solutions for Finance and Legal systems, ensuring integration, scalability, and performance across the enterprise. Develop and maintain a multi-year roadmap for modernization across ERP, FP&A, Lega

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. EMEA Partners & Alliances - GSI Lead The EMEA Partner & Alliances Team is part of Okta’s Revenue Organization. We manage the largest and most complex relationships from Cloud Marketplaces, VARs, Distributors and Systems Integrators with a laser focus on driving sales and deployment of Okta’s software. We are looking for an experienced and well-connected EMEA GSI Alliance leader to lead a team of GSI Alliance Managers across EMEA as well as own and develop the UKI GSI partnerships. They must be a builder with a strategic mindset that can scale with growth. How you’ll make an impact Reporting to the EMEA VP Partner & Alliances, this role will lead a team of GSI dedicated regional alliance managers across EMEA with a primary focus on Accenture, Deloitte, PwC and NTT Data. The primary goal is to drive new sales bookings (partner sourced), new logo acquisition and drive cross sell/upsell within our existing customer base. This is an amazing opportunity to build and expand our existing partnerships with the primary focus GSIs. What you’ll do Lead a team to develop and execute partner business plans with the primary Focus GSIs across EMEA, whilst in parallel being accountable for UKI. Develop, cultivate, and maintain relationships to execute the partner strategy and deliver financial results. Co-own joint Marketing initiatives which include the use of Marketing Development Funds to drive demand generation

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . Pinterest is looking for a Sr. Director, Corporate Communications to lead the team shaping how our business, leadership and long-term trajectory are understood by investors, policymakers, advertisers, media and the broader market. This leader will oversee corporate, financial, ads and monetization, executive, and policy communications, and will play a central role in protecting and strengthening Pinterest’s reputation at pivotal company moments. Reporting to the Chief Communications Officer, this person will be a trusted thought partner and operator — translating communications priorities into a clear, integrated strategy and leading execution across high-stakes business, financial and reputational moments. What you’ll do: Lead and develop a high-performing corporate communications organization with clear goals, strong accountability and

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . Are you passionate about building and scaling enterprise finance systems that power global business operations? Join Pinterest’s IT Enterprise Systems team, where you’ll play a key role in evolving our Oracle EBS and Finance technology landscape. This is an opportunity to drive meaningful impact by partnering with Revenue, Finance,, and cross-functional teams to deliver reliable, scalable, and business-critical ERP solutions that support Pinterest’s continued growth. What You’ll Do: Design end-to-end solutions across billing, receivables, collections, subledger, and related finance processes to improve business resilience and operational efficiency. Architect and enhance integrations across Oracle EBS Financials, SaaS applications, and cloud platforms that support revenue operations, reporting, and downstream financial processes. Use AI thoughtf

Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma’s platform helps teams bring ideas to life—whether you're brainstorming, creating a prototype, translating designs into code, or iterating with AI. From idea to product, Figma empowers teams to streamline workflows, move faster, and work together in real time from anywhere in the world. If you're excited to shape the future of design and collaboration, join us! Figma is looking for a Manager, IT Operations to lead our San Francisco team. We are looking for someone with a proven record leading a technical and cross-functional team in a high-growth, evolving environment. You will drive and execute against the team's roadmap, oversee performance management and SLAs, report relevant metrics to leadership, and serve as an escalation point for the team. This is a full time hybrid role that will be held from our San Francisco Hub with at least 2 days in office per week. What you'll do at Figma: Lead and develop IT Operations in San Francisco Hub by coaching and supporting the San Francisco IT Operations team and contractors Roll up your sleeves on escalated issues to assist the team and create documentation, deploy new systems and processes to effectively scale Build and maintain dashboards showing relevant helpdesk metrics (CSAT, SLAs, most common issues) to serve as a baseline for end-user support and overall IT performance. As a data-driven leader you'll use these metrics to identify root causes and create solutions Proactively identify and address inefficiencies and bottlenecks within IT Operations (e.g. access requests, automations, lifecycle management) Partner cross-functionally with teams across the business to understand their needs, solve problems and work towards common initiatives Ensure the procurement of hardware and software aligns within budget and forecast costs to optimize financial planning and resource allocation Lead and own IT projects f

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table. Instacart is a Flex First team There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. ABOUT THE ROLE We are seeking a highly skilled and intellectually curious analyst to shape the future of financial data at Instacart, driving innovation at the intersection of systems, analytics, and business strategy. In this role, you will architect a

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table. Instacart is a Flex First team There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. ABOUT THE ROLE We are seeking a highly skilled and intellectually curious analyst to shape the future of financial data at Instacart, driving innovation at the intersection of systems, analytics, and business strategy. In this role, you will architect a

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table. Instacart is a Flex First team There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. Overview Our backend systems power the clients used by millions of customers every year to buy their groceries online. These systems must also support tight integration with the largest retailers in the US and Canada. Engineering at Instacart provides the opportunity to work on challenging scaling problems while also designing the features that will define our industry. You will learn how to build in an open collaborative environment serving millions of requests daily. Finance data engineering is part of the Data Infrastructure team, working closely with accounting, billing & revenue teams to support the monthly/quarterly book close, retailer invoicing and internal/external financial reporting. The team plays a critical role in defining how financial data is modeled and standardized for uniform, reliable, timely and accurate reporting. This is a high impact, hi