Financial Advisor Jobs

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Principal Value Advisor Value Advisory | Japan (Tokyo) | Individual Contributor Job Summary: Principal Value Advisor The Principal Value Advisor is the most senior individual-contributor in the Value Advisory practice — a transformative, strategic force multiplier for our Japan sales organization and our most strategic customers. Operating at the intersection of business strategy, financial acumen, and persuasive communication, you set the standard for how value is quantified, positioned, and delivered. You are not an order-taker; you architect the methodologies, deliverables, and go-to-market plays that the broader field adopts. As a “Value Architect,” you go far beyond ROI spreadsheets to build multi-year business transformation narratives for board-level and C-suite audiences. You lead the highest-stakes engagements — board presentations, and stalled strategic-deal rescues, while raising the capability bar of the entire practice through thought leadership, mentorship, and the creation of intellectual property that scales. This role is based in Japan and requires the ability to operate fluently across both Japanese and global business cultures. What You Get To Do In This Role Strategic Value Leadership & Deal Execution Lead Highest-Stakes Engagements: Own the most str

Job Summary: We are seeking an experienced and highly analytical professional to join our Internal Audit team. This role is critical in providing independent assurance, enhancing the control environment, and leveraging data analytics to identify anomalies, control gaps, and potential fraud risks. The ideal candidate will have a strong background in internal audit, forensic investigations, and data analytics with extensive exposure to fintech or large service-based organizations. Key Responsibilities:  Lead and execute risk-based internal audits, including operational, financial, and compliance reviews.  Design and implement data analytics frameworks and continuous auditing techniques to enhance audit efficiency and coverage.  Conduct forensic reviews and investigations into suspected fraud, misconduct, or control failures.  Collaborate with cross-functional teams to understand key business processes and identify risks and controls.  Develop automated dashboards and data-driven tools to monitor key risk indicators and red flags.  Report audit findings to senior management and stakeholders with actionable recommendations.  Oversee documentation of working papers, audit procedures, and evidence in line with professional standards.  Mentor junior audit staff and build analytics capability within the team.  Liaise with external auditors, regulators (as needed) on investigations or audits.  Monitor regulatory and industry developments to ensure audit approaches are up to date. Required Qualifications ; Skills:  Chartered Accountant (CA), Certified Internal Auditor (CIA), or Certified Fraud Examiner (CFE) preferred.  2–7 years of relevant experience in internal audit, forensic investigations, or risk advisory in a fintech, BFSI, or large service industry setup.  Strong command of data analytics tools (e.g., SQL, ACL, IDEA, Power BI, Python, R).  Proficient in audit management systems and GRC platforms.  Exceptional analytical, investigative, and report-w

Location: Remote, with periodic travel to LTS headquarters in Herndon, Virginia. Preference will be given to candidates residing in the DMV area (Washington D.C., Maryland, and Virginia). Candidates outside the DMV area may also be considered. Reports to: Chief Financial Officer Compensation range: $200,000 - $275,000 LTS is seeking a hands-on finance leader to own enterprise financial planning and analysis across its Health, Federal IT Services, and Emergency Response divisions. Federal government contracting experience is strongly preferred. The VP, FP&A will connect program and division performance to the Company’s financial outlook, give executive leaders clear insight into risks and opportunities, and help turn financial analysis into operating decisions. This role also carries assigned Deputy CFO responsibilities under LTS’s Delegation of Authority. The VP may serve as Acting CFO when formally designated. The successful candidate will be comfortable working directly with financial data and operating leaders, while bringing the breadth and judgment needed to carry assigned Deputy CFO responsibilities. What You’ll Do: Lead the annual operating plan, rolling forecasts, and consolidated enterprise forecast, integrating program performance, funded backlog, pipeline, staffing, indirect rates, margins, cash, and working-capital assumptions. Partner with Division General Managers as their senior finance advisor, providing P&L insight, testing assumptions, and supporting decisions on growth, staffing, investments, and corrective actions. Work closely with the COO to strengthen financial accountability and translate performance gaps into actions with clear owners and expected outcomes. Analyze contract and program profitability, including labor mix, subcontractor costs, indirect-rate impacts, pricing assumptions, and cash timing. Present concise financial reporting and recommendations to the CEO, CFO, COO, and executive leadership team. Build reliable fina

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That’s what you get when you sell for Appian. Location: Remote | Work Model: Remote field role About the Team The Appian Commercial & Insurance Sales team is a high-performing group dedicated to helping Fortune 500 companies and leading financial institutions revolutionize their business operations. Our mission is to expand Appian’s footprint across the United States by demonstrating how our platform delivers AI-Powered Process Automation to solve the industry's most complex operational challenges. We operate as a collaborative ecosystem, working side-by-side with internal engineering, customer success, and partner networks to dominate the automation market. The Opportunity Are you inspired by the chance to solve your customers’ biggest challenges? At Appian, you can make that kind of difference. As an Enterprise Account Executive, you will take full ownership of a strategic, high-growth geographic territory. This is an elite opportunity to sell market-leading Enterprise-Grade Orchestration software to decision-makers who are actively looking to modernize legacy infrastructure. You won’t just manage relationships; you will act as a visionary advisor, leveraging use cases from industry pioneers to land net-new logos and accelerate your career trajectory. What You’ll Do Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigat

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Position Overview The Senior Director, Office Leasing Advisory will lead strategic office leasing advisory services for corporate occupiers across Singapore, acting as a trusted advisor on complex workspace transactions and portfolio strategies. Key Responsibilities Business Development & Growth Develop and execute targeted business development strategies to expand OLA client base Generate new business through networking, industry events, and thought leadership Target multinational corporations, financial institutions, technology companies, and professional services firms Leverage existing relationships for referrals and portfolio expansion opportunities Collaborate with regional and global OLA teams to capture cross-border opportunities Team Leadership & Collaboration Mentor and develop junior OLA team members on transaction management and client service Provide guidance on negotiation strategies, market analysis, and best practices Collaborate across JLL service lines to deliver integrated workplace solutions Partner with regional colleagues to support clients' pan-Asia

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 . Software Engineer, Frontend (Coinbase Advisor - Agentic Trading) We're hiring a Senior Software Engineer to join the Coinbase Advisor team within the Consumer & Business group. Coinbase Advisor is the world's first RIA-licensed agentic trading system: an AI advisor living inside the Coinbase app that holds a natural conversation about a user's portfolio, gives personalized financial advice, and executes trades on their behalf. This role is primarily frontend on a full-stack team. You'll own the interfaces that make agentic trading feel fast, clear, and trustworthy for millions of customers, and you'll follow that work into our Go services and LLM layer when the product calls for it. What you'll do: Own the frontend for Coinbase Advisor end to end across React Native mobile and web, including the agentic chat interface, our Strategies experience, and every entry point that brings users into it Build real-time, streaming interfaces for AI-driven advice, trade recommendations, and autonomous execution, where sub-second responsiveness and visual clarity are compliance requirements rather than polish Shape agent behavior directly through prompt engineering, evals, and conversation analysis, because on this team the system prompt is a product surface Extend our Go backend services and LLM integrations (LLM Gateway, Google Gemini) when a great frontend experience depend

About the Team OpenAI’s Tax and Trade team sits at the center of OpenAI’s global growth, shaping how cutting-edge AI products, partnerships, and infrastructure scale across borders while navigating complex tax, trade, and regulatory regimes. We operate as strategic operators, not just compliance experts, embedding early in product, finance, policy, and infrastructure decisions to manage risk, unlock incentives, and enable OpenAI to grow responsibly and competitively worldwide. About the Role We’re hiring a Tax Director to help shape some of OpenAI’s most important business, product, infrastructure, and financing initiatives. This role will sit at the intersection of tax, finance, technology, and commercial strategy, advising on the investments, products, partnerships, and operating decisions that enable OpenAI to scale. You will serve as a senior tax business partner to Finance, Legal, Infrastructure, Treasury, Accounting, Product, and commercial teams. Your work will span compute and infrastructure investments, structured financings, commercial contracting, product strategy, new business models, and international expansion. This is a broad, highly commercial role for someone who enjoys solving new problems and influencing business decisions. The ideal candidate combines strong tax judgment with financial acumen, intellectual curiosity, and an understanding of transaction economics, contractual risk allocation, and business operations. You will engage early in strategic initiatives, help teams evaluate possibilities, and develop practical structures that support OpenAI’s growth. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance. In this role, you will: Serve as a senior tax business partner across OpenAI, advising on strategic business decisions, product development, commercial models, infrastructure investments, financing initiatives, and international growth. Serve as the lead tax a

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 . Senior Software Engineer, Frontend (Coinbase Advisor - Agentic Trading) We're hiring a Senior Software Engineer to join the Coinbase Advisor team within the Consumer & Business group. Coinbase Advisor is the world's first RIA-licensed agentic trading system: an AI advisor living inside the Coinbase app that holds a natural conversation about a user's portfolio, gives personalized financial advice, and executes trades on their behalf. This role is primarily frontend on a full-stack team. You'll own the interfaces that make agentic trading feel fast, clear, and trustworthy for millions of customers, and you'll follow that work into our Go services and LLM layer when the product calls for it. What you'll do: &

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Consultant/Senior Research Analyst (Qualitative Research), Advisors Research Centre Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team – one that makes better decisions, drives innovation, and delivers better business results. All About Us The Data & Services team is a key differentiator for Mastercard providing the cutting-edge services that help our customers grow. Focused on thinking big and scaling fast around the globe, this agile team is responsible for end-to-end solutions for a diverse global customer base. We combine traditional management consulting with our rich data assets and in-house technology to provide our clients with powerful strategic insights and recommendations. Centered on data-driven technologies an

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn: The Cybersecurity Operations Analyst will support the Cybersecurity Manager in maintaining and improving Spaulding Ridge's security posture. This entry-level role is ideal for someone looking to develop a career in cybersecurity while gaining hands-on experience across security operations, vulnerability management, identity and access management, cloud security, and compliance. The analyst will assist in monitoring security events, responding to security alerts, supporting security projects, and maintaining security documentation while learning from senior members of the Technology & Security team. Security Operations Monitor and analyze security alerts from SIEM, EDR, Firewall, WAF, IDS/IPS, email security, and cloud security platforms. Conduct and Support threat hunting and detection of tuning activities. Monitors open-source and proprietary threat intelligence feeds daily to research threat actor tactics, techniques, and procedures (TTPs). Support the investigation and triage of security alerts and incidents under the guidance of the Cybersecurity Manager. Assist with incident response activities, including documentation, evidence collection, and follow-up actions. Help maintain security playbooks and operational procedures. Vulnerability Management Assist with vulnerability scanning across endpoints, servers, and cloud environments.

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn We are looking for an experienced Legal Operations Consultant/CLM Specialist to join our Legal Operations practice. The ideal candidate will have a strong background in Ironclad and/or Agiloft Contract Lifecycle Management platforms, with the ability to contribute across implementation, pre-sales, solution architecture, integrations, and client success activities. Ideal candidates will be able to: Technical Expertise Design, develop, and implement custom solutions using the Ironclad and/or Agiloft platform. Create and maintain integrations between Ironclad and/or Agiloft and other enterprise systems. Develop and optimize workflows, templates, business rules, dashboards, and automation processes. Troubleshoot and resolve technical issues related to Ironclad and/or Agiloft implementations. Build and customize contract templates on Agiloft and configure workflows, rules, and dashboards. Work with APIs and connectors to support smooth data flow across connected systems. Hands-on expertise with Agiloft KB configuration, business rules, workflow automation, custom calculations, and data integration capabilities. Pre-Sales Support Participate in client meetings and presentations to demonstrate Ironclad and/or Agiloft/CLM capabilities. Conduct product demonstrations and proof-of-concept activities. Collaborate with sales

The Plant Finance Controller is the financial anchor of the Mundra facility. This role combines rigorous operational controllership with strategic business partnership. You will be responsible for the integrity of plant financials, the efficiency of month-end closures, and acting as a critical advisor to the Plant Head on all commercial matters. Source: Adani Group | Job ID: 50863

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years. Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and

Who we are About Stripe Stripe 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. About the team The Solutions Architecture Team partners with our users to realize their full potential through the adoption of prescriptive solutions that drive their growth and success. We influence revenue growth across Stripe’s product portfolio, and collaborate with sales, support, product management, and Stripe’s executive team to provide the best experience to our most valued customers. What you’ll do As a member of the team, the Solutions Architect will build highly consultative trusted relationships with c-level executives and technical decision makers in the customer’s organization to provide business and technical thought leadership, and become a trusted advisor in solving mission-critical business challenges. She/he will architect business models with them so they can drive new monetization opportunities and growth for both the user and Stripe. Responsibilities Be a key member of a Stripe account team with deep involvement in defining the customer strategy Identify and close new complex opportunities, and accelerate solution adoption. Understand and align with the customer’s product and business roadmap and uncover opportunities for Stripe to accelerate their progress on that roadmap. Drive thought leadership and be a trusted advisor for key business and technical stakeholders including CIO, CTO, COO, CRO, CDO, Head of Product Engineering and Head of Payments. Work to deeply understand the customer’s business objectives,