Financial Consultant Jobs

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. Plaid Protect is a real-time fraud intelligence product built on a unique advantage: Plaid’s network-level visibility across bank accounts, devices, identities, sessions, institutions, applications, and financial behavior. Protect helps customers detect first-party fraud, synthetic identities, account takeovers, and coordinated attacks that are difficult to see from a single application, account, or transaction. Trust Index turns that fraud intelligence into real-time fraud scores and actionable attributes. This team builds the systems that make this intelligence possible: low-latency inference, new data and model integrations, customer-facing APIs and attributes, safe rollouts, and feedback loops. Ti3 expanded Plaid’s fraud graph nearly 10x and, in early testing, detected up to 41% more fraud at the same false-positive rate. Learn more about Ti2 and Ti3 . We are a small, high-agency team working closely with Product, Data Science, and Machine Learning. We value demos over docs, conviction over consensus/alignment, builder schedule over meeting-heavy calendars. We’re scrappy and a talent-dense team that has high agency and high ownership. As a Staff Software Engineer on the Protect Core team, you wi

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. We believe Plaid has the power to be the next-gen Credit Bureau - supporting large scale adoption of cash flow into the credit underwriting process. The Credit Decisioning platform team is responsible for building best-in-class cashflow based insights products that enable lenders to make more holistic lending decisions and empower broader access to Credit products for prospective borrowers. We own the systems and tooling that form the platform to build and serve these insights at huge scale, partnering with our Data partners to release new products yearly. You will be defining the future architecture of Credit insights products and executing against an ambitious product roadmap. You will partner with our Product, Data Science, and Machine Learning team to iterate on and productionize new insights that enable our customers to make more holistic lending decisions. Responsibilities: Leading technical architecture and execution across credit insights products: everything from data fetching and online feature serving for API requests, to offline production pipelines and tooling for model training. Scaling and evolving the architecture through an expected ~100x increase in load from deterministic factors

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. At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 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 BizOps team is focused on solving some of Plaid's most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L. You will work on problems that directly shape how Plaid operates across its largest revenue lines and most critical partnerships - owning analysis, operating cadences, and cross-functional pro

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. At Robinhood, Quality Engineering (QE) is a critical function within our broader engineering organization. We serve as the final line of defense for product quality—empowering teams to ship confidently by embedding robust test strategies, running critical end-to-end checks, and maintaining automation systems that scale with our product velocity. Our mission is to uphold a high bar for customer experience, especially during P0 launches, through a mix of technical expertise, test execution, and cross-functional collaboration. As a Senior Quality Engineer, you will support high-impact product launches by designing test strategies, executing manual and automated testing, and partnering with our contractor team on regression test cycles. This role requires someone who thrives in fast-paced environments, cares deeply about the customer experience, and is eager to shape the test infrastructure behind Robinhood’s iOS, Android, and Web apps. This role is based in our Toronto office, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office ex

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! The Strategic Finance team is focused on solving some of Figma's most pressing business issues. The team is responsible for owning the company's budget, driving annual and quarterly planning processes, allocating and deploying the company's resources efficiently, performing financial analyses, and partnering with teams across the company. This role requires someone who can own and evolve the finance systems backbone at Figma and drive outsized impact as we scale toward more automated, intelligent, and AI-enabled planning. We're looking for someone who is highly analytical and strategic, a great communicator, approaches problems in a structured manner, and is comfortable with ambiguity. You'll get substantial visibility, focus on the highest-priority business issues, and be plugged into every facet of the business. This is a full-time role that can be held from one of our US hubs (SF / NY) or remotely in the United States. What you’ll do at Figma: Drive the execution of transformational projects by applying their finance and systems expertise, collaborating with partners across the organization, and defining business processes that improve automation, standardization, and simplicity Influence Figma Finance's AI adoption strategy, defining how AI can be embedded into systems and workflows as infrastructure to drive analysis, reporting, and forecast decisions and execute on adoption alongside the team Serve as the functional and technical owner of the financial planning platform (Pigment), leading

Who we are About Bridge We’re creating an entirely new payments platform, built with stablecoins, to simplify global money movement. Bridge enables faster, cheaper payments and borderless access to dollars via stablecoins. Through our APIs, businesses can send and receive funds across borders faster / cheaper vs. SWIFT and other fiat-only rails. Our virtual accounts enable international consumers and businesses to easily access, store and spend US dollars. Our payouts infrastructure enables platforms to disburse USD to anyone globally. We believe many trillions of dollars will move and settle through stablecoin payment rails. Bridge is pulling this future forward. We have a small team of people who have previously built financial infrastructure at some of the world’s leading companies (Coinbase, Stripe, Square, Brex, Upstart, DoorDash, Airbnb) and each and every one of them chose Bridge because they fundamentally believe that stablecoins will be a critical piece of financial infrastructure that allows for the improvement of global money movement. What you’ll do We are looking for a Product Analyst to join our Data team at Bridge. You'll own the data strategy for customer experience at Bridge, spanning two closely linked areas: Payments quality — transaction speed, uptime/reliability, error rates, and support ticket trends across our payment rails and products. Product experience — how customers interact with Bridge's dashboard, onboarding flows, and other surfaces, and where friction is costing us adoption or trust. This focus area may shift over time as the business evolves, and we're looking for someone who can adapt their scope accordingly — spinning up their knowledge of different product areas, creating new analyses and instrumentation as priorities emerge or change. This is a high-ownership seat: you'll be the primary data voice for your focal area, expected to identify what matters, build the pipelines and analysis to prove it, and drive dec

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 To further this important mission, we are building the foundation for a long-term talent bench at Stripe. We believe every campus hire can build products with meaningful impact at Stripe, and provide a far-reaching impact for anyone trying to grow their business online. We are looking for a University Recruiter to join our team to attract and hire the very best junior talent, while providing each candidate with an exceptional experience. This is a 11 month fixed term contract. What you’ll do We’re a small but mighty team, and are committed to big results. You will help shape the future of our early-stage programs and be responsible for all parts of the campus recruiting life cycle, including, but not limited to, organizing and leading on campus events, driving a strong and diverse candidate pipeline, branding, building relationships with internal stakeholders, and managing our global internship program. You must be a builder who thrives in a learning environment - unafraid to try new things, embrace new ideas, and welcome suggestions for how we can iterate on our processes. Responsibilities &

Note: if you are an intern, new grad, staff, frontend or fullstack applicant, please do not apply using this link and visit our jobs page for those specific postings. 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 Organization Payments and Risk Sub-orgs within Payments and Risk: Link and OCS, Payments Acceptance, Risk The Payments organization focuses on developing products and platforms that enable users to accept payments from customers efficiently. This includes building APIs for processing payments, enabling regional, non-card payment options, and extending Stripe's capabilities to make it easy for businesses to accept in-person payments. Optimized Checkout and Link teams work to create best-in-class checkout experiences that enhance customer satisfaction and drive merchant conversion rates. The Risk Engineering team develops products that minimize financial and regulatory risks while ensuring a seamless user experience, thereby safeguarding Stripe’s brand and financial stability. Team Matching: exact team matching for one of the subteams will begin during final stages. Please note we may also consider you for different orgs based on your experience, location, etc. More information on our team matching process can be found here . What you’ll do We’re looking for Backend engineers who want to make an impact on managing money at a global scale with a passion for building ergonomic APIs. You’ll play a key role in extending our balance management platform and in bu

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 an Enterprise Account Executive to help build and scale Baseten’s Enterprise go-to-market motion. You’ll own new business in verticals where AI adoption is accelerating including enterprise software, financial services, and big tech. This is a high-autonomy role where you’ll contribute directly to our Enterprise GTM strategy—identifying new use cases within your verticals, winning lighthouse customers that become references for their industries, and feeding signal back to product and engineering to shape our roadmap. You’ll work alongside Baseten’s founders, forward-deployed engineering team, and GTM leadership. WHAT YOU’LL DO Own a revenue target and all aspects of the sales cycle from prospecting to close, including outbounding and engaging Tier 1 accounts in your assigned verticals Drive new logo acquisition and strategic expansion within key accounts, prioritizing organizations that can serve as lighthouse customers within their industries Become a trusted advisor to customers—understand their unique infrastructure needs, co-innovate on solutions, and lead with conviction by providing clear recommendations grounded in deep industry expertise Partner with Baseten’s forward-deployed engineers to run technical evaluations, POCs, and architecture reviews that earn customer confidence Collaborate cross-functionally with Product, Engineering, Legal, and Marketing to bring new solutions to marke

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 an Enterprise Account Executive to help build and scale Baseten’s Enterprise go-to-market motion. You’ll own new business in verticals where AI adoption is accelerating including enterprise software, financial services, and big tech. This is a high-autonomy role where you’ll contribute directly to our Enterprise GTM strategy—identifying new use cases within your verticals, winning lighthouse customers that become references for their industries, and feeding signal back to product and engineering to shape our roadmap. You’ll work alongside Baseten’s founders, forward-deployed engineering team, and GTM leadership. WHAT YOU’LL DO Own a revenue target and all aspects of the sales cycle from prospecting to close, including outbounding and engaging Tier 1 accounts in your assigned verticals Drive new logo acquisition and strategic expansion within key accounts, prioritizing organizations that can serve as lighthouse customers within their industries Become a trusted advisor to customers—understand their unique infrastructure needs, co-innovate on solutions, and lead with conviction by providing clear recommendations grounded in deep industry expertise Partner with Baseten’s forward-deployed engineers to run technical evaluations, POCs, and architecture reviews that earn customer confidence Collaborate cross-functionally with Product, Engineering, Legal, and Marketing to bring new solutions to marke

About Us What if your work could drive change in a globally established industry, shaping processes that touch every corner of the world? At Forto, we are at the forefront of change, harnessing the power of AI to revolutionise logistics. We want to reinvent digital supply chains to be transparent, frictionless and sustainable. From day one, our mission has been to simplify global trade – creating a seamless and efficient logistics process. Your role & Mission At Forto, we are made to move forward. We are transforming one of the world’s most complex industries by solving what others still treat as unsolvable. As Team Lead Product Manager for Financials, you will lead the product team responsible for the systems that turn commercial commitments, costs, revenue, and margin into reliable financial execution and business control. You will own the Financials product domain - one of Forto’s most critical areas - ensuring accurate revenue capture, cost control, margin protection, and trusted financial visibility. This is not a traditional finance tooling role. It sits at the intersection of logistics and finance, where complex operational challenges, partner costs, customer agreements, and fragmented processes must be transformed into scalable product solutions. You will also lead and coach two Product Managers working on closely connected domains, shaping the team's direction, raising the quality of product thinking, and helping them grow into stronger product leaders. This role is for someone who thrives in complexity, thinks at both system and detail level, influences across functions, and turns ambiguity into clear product direction. What you will do Lead the PM team responsible for Forto’s financial execution flow: Financials, procured services, committed capacity, cost structures, and margin control. Own the Financials product strategy across revenue, cost, invoicing, VAT, FX, reporting, financial controls, profit visibility, and customer-facing financial flows. T

Why Join The Drata Team? The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide , united by a culture that values trust, speed, and continuous growth. Hear the Voice of the Team : Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. Connect with Us on Socials: LinkedIn - follow us for company updates, employee stories, and career news. Job Summary: The Staff Software Engineer, Monetization Platform serves as a technical leader 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 architect and evolve the core billing domain for Drata: usage event ingestion, billable metrics, pricing and packaging, invoice generation, entitlement enforcement, and the integrations that connect engineering to Accounting, Finance, RevOps, Salesforce, CPQ, and ERP systems like NetSuite. They should be equally comfortable designing event-driven systems, shaping commercial flexibility with business stakeholders, and building operationally trustworthy software where correctness, audit-ability, and scale matter. Modern billing is no longer just “charge a credit card once a month” — it is a real-time product control plane that must support evolving pricing models without turning the codebase into a fragile mess. What you’ll do: Partner with Product, Finance, Accounting, RevOps, and Engineering leadership to shape Drata’s long-term billing architecture and commercial flexibility across self-serve and enterprise motions. Design the primitives of a modern billing platform: usage events, billable metrics, products, rate cards, contracts, credits, subscriptions, overages, and invoice workflows. Architect a system that can accurately meter product usage at scale, transform raw events into billable quantities, an

About Us Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? • Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America • Positive, inclusive, supportive culture cheering you on your journey • We work with very new technologies and architecture patterns • Offices in NYC and India Role Summary The Senior Manager, Customer Support & Success is the strategic owner of Novo's most critical 1:1 customer touchpoints - from complex escalations and collections recovery to a proactive customer success motion you’ll get to build from scratch. This is a player-coach role: you will lead a small, high-performing team while staying close to the work yourself. You will operate with significant autonomy, bring consistency and customer obsession, and shape what this function looks like two to three years from now. About the Role Escalations & Collections — Raise th

About Novo Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America Positive, inclusive, supportive culture cheering you on your journey We work with very new technologies and architecture patterns We provide learning and development budgets to help you grow and bond with your team Offices in NYC and India The Role We're looking for a Senior Designer / Art Director to own the creative vision across our marketing surfaces—paid, owned, and everything in between. You'll be the person who makes Novo look and feel like the brand it aspires to be, translating business goals into campaigns that stop thumbs, convert prospects, and make our existing customers proud to bank with us. This is an individual contributor role with real influence. You won't manage a team, but you'll shape how the entire company shows up

About Us : Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business.We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs).Powered by Middlesex Federal Savings, F.A., Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern checking accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. About the Role: We are looking for a Compliance Specialist that can engage in various areas of the risk and compliance team, who understands how to take a data-driven approach to compliance, and how to effectively communicate across the organization and with external stakeholders to deliver. If you're passionate about finding the right balance of innovation and compliance for underserved markets, then we want to chat. Are you ready to revolutionize the small business banking industry with us? Are you ready to revolutionize the small business banking industry with us? Responsibilities of the Role: Assist in the monitoring of the Compliance Portal, used to escalate approvals, inquiries, issues and enhancements of compliance and risk matters from other lines of business; identify, create, recommend, and implement new and/or enhanced practices.