Financing And Clearing Platform Lead Analyst 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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid’s Partnerships team develops strategic relationships with technology platforms and other ecosystem partners that expand the reach and impact of Plaid’s products. This role will focus on data and product partnerships that power Plaid’s Credit products and insights. Plaid’s Credit team is building the future of lending by making cash flow data as widely used and trusted as traditional credit data. Our mission is to expand access to more affordable credit by giving lenders real-time financial insights that improve risk assessment and decision-making at scale. In this role, you will build and manage the external data partnerships that power Plaid’s Credit products. The partner ecosystem is broad and includes traditional credit data providers, alternative data providers, financial infrastructure companies, and other sources of differentiated data and insights. You will work closely with Product and Engineering to understand where new data can improve existing products or unlock entirely new capabilities. You will identify and prioritize partners, develop creative commercial structures, and negotiate complex agreements that balance product, economic, and strategic considerations.

BD Head (Roads) is responsible for leading the company's business development strategy in the RMRW business by identifying growth opportunities, evaluating project feasibility, and driving both organic and inorganic expansion. The BD Head will oversee high-level financial analysis, bid management, and strategic stakeholder engagement to secure new business opportunities while also providing strategic recommendations to the executive team. Source: Adani Group | Job ID: 58719

We are a special software team embedded in a top performing quantitative equity fund that manages over $78+ billion USD in financial assets. This is a fantastic opportunity in the exciting intersection of finance and technology where investment decisions are made using technology. Quantitative equity funds use programmed investment strategies and as a result, our developers are crucial to its success. The team is headquartered and deeply rooted in West Coast Vancouver. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. What You Will Do Developers play an essential role through innovative technologies: machine learning, cloud computing, optimization engines, non-traditional high-performance databases, custom applications and data visualization. You own the entire software life cycle: Collaborate with portfolio managers, analysts and researchers to analyze interesting financial problems. Design, plan and implement solutions in an entrepreneurial spirit. Keep investment systems running smoothly through enhancements and support. What You Bring Programming Knowledge – you have an undergraduate, graduate, or post-graduate degree in a computer-related field OR exceptional programming skills gained through your work experience. Deeply Analytical – you possess an analytical mind and enjoy mental challenges. An ability to perform deep thoughtful analysis is required for this role. Passion for Technology – we work with several programming languages (Kdb+/Q, Python, R, Java, C#, Spark) and upfront knowledge is not required. If you are passionate about technology, learning new languages and concepts is natural and fun. Collaborative Communication – you have a collaborative spirit that helps you to work well with others and you communicate effectively. Interest in Investment Management – this is key. Your interest will help you learn about our complex domain. &nbsp

We deliver foundational systems that shape the future of how technology is used in a top performing quantitative equity fund that manages over $78+ billion USD in financial assets. This is a fantastic opportunity in the exciting intersection of finance and technology where investment decisions are made using technology. Quantitative equity funds use programmed investment strategies and as a result, our technology team is crucial to its success. The team is headquartered and deeply rooted in West Coast Vancouver. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. What You Will Do The technology infrastructure team plays an essential role through innovative technologies on our hybrid (on-premise and cloud based) platform: distributed computing, petabyte-scale data storage, containerization, non-traditional high-performance databases, process orchestration, monitoring, data visualization and DevOps. You own the entire technology infrastructure life cycle: Engineer and support software and systems infrastructure. Introduce new foundational technologies that advance our software engineering capabilities to the next level. Collaborate with our software development teams on support issues and improvements to our infrastructure tools, processes, and software. Act as a conduit between our application development teams, and IT, network security, and other stakeholders to align priorities and translate business requirements into technical designs. Improve systems infrastructure reliability. Gather and analyze metrics from operating systems and applications to assist in performance tuning, fault finding and business continuity planning. Design, plan and implement solutions in an entrepreneurial spirit. What You Bring Programming Knowledge – you have an undergraduate, graduate, or post-graduate degree in a computer-related field OR exceptional programming skills gain

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem---homebuyers and sellers, lenders, title and escrow agents, and real estate agents---onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON The FP&A team at Qualia is the analytical engine of the Finance organization. We own the company's planning and forecasting processes, serve as trusted business partners to functional leaders, and produce the financial insights that inform our most important strategic decisions, all in an environment where AI is actively reshaping how we work. As a Senior Manager of FP&A, you will be a central force in shaping how Qualia plans, forecasts, and makes decisions as we scale. You will own high-impact analytical workstreams end-to-end, serve as the go-to financial partner for senior functional leaders, and help set the direction for how the FP&A function evolves, from the models we build to the processes we run to the way we leverage AI to work smarter. This is a high-visibility individual contributor role with direct exposure to executive and C-level audiences. RESPONSIBILITIES Own Qualia's planning and forecasting infrastructure : Lead the design, build, and continuous improvement of our operating model, annual plan, and long-range financial plan, ensuring they accurately reflect the current and future state of the business Drive financial rigor at the executive level: Lead preparation of monthly and quarterly management reporting, Board materials, and investor-facing financial packages; distill complex financial results into clear narratives that drive action at the lea

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy. You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the busi

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking a highly skilled and motivated IT Specialist to join the Global IT team and lead IT operations for the New York office. As part of Pontera’s Global IT organization, this position works closely with Infrastructure, Security, R&D, and Operations teams to support secure, stable, and scalable IT operations across the company. Serving as the primary IT owner for the NY office, the role is responsible for employee support, office infrastructure, endpoint management, SaaS administration, identity operations, and operational continuity in a fast-paced fintech environment. Responsibilities include hands-on operational support, infrastructure administration, endpoint and security operations, project execution, and cross-functional collaboration. The ideal candidate is a highly independent IT professional capable of managing operational responsibilities while collaborating within a global IT organization. RESPONSIBILITIES Onsite IT Operations & Employee Support Serve as the primary onsite IT owner for the NY office

We are fueled by a moral imperative to advance mankind, and it all begins with our people, our product, and our purpose. Passion isn’t something we turn on and off; it’s woven into everything we do. If you thrive in high-challenge environments, are inspired by exceptional teammates, and are driven to grow beyond what you thought possible, MX is where you belong. Come build the future with us. Join an award-winning company that isn’t just shaping the financial industry, but transforming it in ways that create meaningful, lasting impact for millions of people. At MX, reliability is a product. Our infrastructure powers financial applications used by millions of people and processes billions of transactions for major financial institutions, and customers feel every second of downtime. We're building a new observability function that runs the way we run incident response: the system does the heavy lifting, and people handle judgment, customers, and the exceptions. As a Senior Observability Engineer, you build and operate an observability control plane. You scaffold baselines, score coverage, and turn every real incident into the detection the platform should have caught. This is a multiplier role: you raise the bar for every team through standards and automation instead of building each team's dashboards by hand. We call it the shepherd model. You shepherd Datadog and partner with our product engineering teams so they observe the right signals for their products. Service owners get real signal instead of noise, and leadership gets coverage and health as a program metric. This role shares the team pager. Observability and incident response run one on-call roster. You take shifts with the rest of the team and act as Incident Commander when an incident needs one. It is core to the role, not an afterthought. Engineering at MX runs hybrid infrastructure (AWS and bare metal) with services in Ruby, Go, and Java, messaging over NATS and RabbitMQ, and data on PostgreSQL an

We are fueled by a moral imperative to advance mankind, and it all begins with our people, our product, and our purpose. Passion isn’t something we turn on and off; it’s woven into everything we do. If you thrive in high-challenge environments, are inspired by exceptional teammates, and are driven to grow beyond what you thought possible, MX is where you belong. Come build the future with us. Join an award-winning company that isn’t just shaping the financial industry, but transforming it in ways that create meaningful, lasting impact for millions of people. Senior Cloud Platform Engineer At MX, we’re on a mission to empower the world to be financially strong. We power the financial experiences behind thousands of banks, credit unions, and fintechs, helping millions of people better understand, manage, and improve their financial lives. Our platform sits at the intersection of financial data, cloud-scale infrastructure, and trust, and it has to work, every time, at massive scale. We’re entering a pivotal phase of our technology evolution: moving from legacy on-prem infrastructure to a modern, cloud-native platform designed for resilience, security, and developer velocity. It’s a chance to build the next generation of MX’s platform thoughtfully, reliably, and with long-term impact in mind. If you enjoy working on complex systems, care deeply about uptime and reliability, and want your work to directly power the financial well-being of millions, this is where you’ll do the most meaningful work of your career. What You’ll Do Drive Cloud Migration: Drive the end-to-end migration of production workloads from on-premise data centers to GCP. Architect for Reliability: Design and implement production-grade Kubernetes environments and GCP architectures that prioritize 99.99+% availability. Operational Excellence: Improve incident triage and improved recovery timeby implementing cloud-aware diagnostics and automated recovery patterns. Empower Developers: Reduce friction in th

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. Are you looking to combine your passion for technology with your penchant for strategic problem solving? Appian Customer success is obsessed with great customer outcomes. We deliver mission-critical business impact fast, and are directly responsible for partnering with our customers to bring their best ideas to life. Joining the Customer Success team will provide you with the support and growth you need to strengthen and evolve your skills within the consulting field. Technical Delivery Managers (TDMs) are responsible for two of our most important company objectives: (1) ensure our customers achieve remarkable business results through technology engagements and (2) drive customer growth through technology expertise, trusted advice, relationships, and, most importantly, demonstrated results. TDMs manage and deliver innovative solutions built on the Appian platform for our customers, overseeing all aspects of agile delivery for Appian led engagements, including risk management and impediment removal. TDMs also team closely with front-line sales reps to drive growth in strategic accounts and integrated deals. TDMs engage in all aspects of driving results and growth at strategic accounts, including: project management, account management, relationship building (both customers and partners), financial management, opportunity qualification, problem identification, project/use case definition, demand generation, services positioning, and account strategy. All of these activities are performed in partnership with Appian Sales, Appian Partners, and oth

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. Accelerate commercial velocity and ensure governance for high-value transactions by structuring complex enterprise agreements that power Appian's global market growth. Location: Madrid, Spain Work Model: On-site (5 days/week) About the Team The Commercial Operations team sits at the vital intersection of Sales, Finance, and Legal at Appian. We are responsible for the critical governance, pricing strategies, and execution frameworks that turn enterprise pipeline into realized revenue. Our mission is to safeguard company margin and policy compliance while providing strategic deal mechanics that enable our field teams to win accounts in the competitive AI-Powered Process Automation market. The Opportunity Enterprise software agreements are sophisticated and fast-moving, requiring an exceptional blend of financial acumen, risk assessment, and strategic collaboration. As a Senior Commercial Operations Specialist, you have a premier opportunity to serve as an internal consultant and commercial architect for our elite sales organization. Operating with independence and authority over your daily priorities, you will directly influence contract accuracy, solve complex structuring hurdles, and significantly reduce transaction cycle times to accelerate Appian's growth. What You’ll Do Structure and process complex enterprise deals efficiently, ensuring all commercial offers fully align with corporate pricing, margin guidelines, and revenue recognition policies. Draft, modify, and finalize complex contract terms and conditions for both net-n

About Groww: We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo. Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat. Our Vision Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians. Our Values Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves. The values that form our foundation are: Radical customer centricity Ownership-driven culture Keeping everything simple Long-term thinking Complete transparency Summary: This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies. Key Responsibilities: Advise on bespoke portfolios inte

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. Unlocking AI Agents for the Finance Admin Companies buy Brex to run their spend, and the person on the hook for that is the finance admin — a controller, an accounting manager, a finance ops lead. Their job comes down to two things they can never quite get ahead of: making sure money is being spent compliantly and documented in time to close the books, and knowing where the company's money is actually going. Today t