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Financing And Clearing Platform Lead Analyst Jobs

3,326 active opportunities · Updated for October 2026

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Explore current financing and clearing platform lead analyst jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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Plaid
📍 New York• Full-time• Remote• From $100K/yr
1mo ago

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. About the Team Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale. About the Role You will lead an established, high-performing team of Territory Account Executives who manage Plaid’s fast-growing fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers. The primary motion is new logo acquisition. The majority of your AEs’ accounts don’t yet use Plaid — the job is to secure those new logos and grow existing relationships through new products, new use cases, and new business units. You’ll be in deals wit

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AG
Adani Group
📍 Ahmedabad• Full-time
1mo ago

The Team Member in Business Treasury Banking Operation / Payments is responsible for handling day-to-day Payments, ensuring quality assurance, mitigating financial risks. This role requires experience in banking operations within treasury functions, managing daily Payments & fund flow and compliance related to Banking Operations as assigned by Lead. The Team Member must possess proficiency in Fund Planning and communicate the company's fund position to Lead on real time basis. Source: Adani Group | Job ID: 41578

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

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N
1mo ago

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

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Novo
📍 New York• Full-time
1mo ago

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

N
Novo
📍 Remote• Full-time
1mo ago

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 We are looking for a KYC Analyst who understands how to ensure that our platform can continue operating in an efficient manner while minimizing downside losses and reducing friction in the onboarding process. If you're passionate about working for a revolutionary early-stage startup, poised for rapid growth and expansion then we want to chat. Are you ready to revolutionize the small business banking industry with us? About the Role Identify, monitor, evaluate and address customer account actions to address potential risk, fraud or suspicious activity. Understand and manage KYC and AML pr

restaigo
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Novo
📍 Remote• Full-time
1mo ago

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: We’re looking for a hands-on Lead Engineer who can own and drive large technical initiatives end to end. This role is ideal for someone who thrives in startup environments, is comfortable working with high autonomy, and can take an idea from a vague business problem all the way to a scalable, production-grade system. You will act as the technical owner for key initiatives—setting direction, making architecture decisions, writing critical code, and ensuring successful delivery without requiring heavy oversight. About the role: Own full-stack initiatives end to end—from prob

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R
Ramp
📍 New York City• Full-time• From $120K/yr
1mo ago

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Most businesses have no idea if they're overpaying for their software. They renew on autopilot, negotiate without benchmarks, and discover vendor alternatives only after the contract is already signed. Ramp is uniquely positioned to change that. We see billions of dollars of real-world spend and contract data across thousands of companies, and we're turning it into an intelligence layer that tells businesses exactly what they should be paying, which vendors to consider, and when to act. As PM for Vendor Intelligence & Marketplace, you'll own the product that powers this: our price benchmarking engine, contract analysis (extracting structure and risk from vendor agreements), and the emerging B2B marketplace that connects Ramp's buyer base to the right vendors at the right price. You'll be one of the first PMs building a true buyer-side intelligence layer inside a financial platform, replacing renewal anxiety and negotiation guesswork with data-driven, AI-powered decisions. Please note that this role requires in-person presence at o

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P
Plaid
📍 San Francisco• Full-time
1mo ago

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 turn Plaid's product expertise, proprietary data, customer impact, and perspective on intelligent finance into stories that build understanding, trust, and demand. We sit within Brand Marketing, owning resource content, customer storytelling, and owned editorial franchises, and we're increasingly bringing that storytelling to life through video and audio. You'll join as our first dedicated video and audio producer, reporting to our incoming Content Lead. You'll jump in immediately to produce Intelligent Finance, our flagship podcast and video series hosted by CEO and co-founder Zach Perret, already in production, so you'll pick up the reins without a long ramp-up period. You'll own production end-to-end, partner closely with our Content Design team to shape stories, and work directly with senior leaders to translate our product, data, and industry perspective into content people actually want to watch and listen to. Responsibilities: Immediately step in to produce Intelligent Finance, our already-underway podcast and video series, with no ramp-up period. Own end-to-end production of Plaid's flagship video and audio content, from concept through final delivery. Partner closely with Content Design

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P
Plaid
📍 San Francisco• Full-time
1mo ago

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. Our Fraud team's mission is to help companies detect and prevent fraud using Plaid's financial network data. We believe that transaction patterns, device signals, identity linkages, and behavioral data are dramatically underleveraged tools in fraud prevention. Our products — including Protect and Signal — operate at network scale and depend on real-world investigation and research to stay ahead of adaptive adversaries. As a Senior Fraud Researcher, you will sit at the intersection of live fraud investigation, applied data science, and product innovation. You will lead complex investigations, translate findings into detection improvements, and collaborate tightly with Data Science, ML, and Product teams to shape the next generation of Plaid's fraud capabilities. This is not a purely operational role — your research directly drives features, model inputs, and product design. Responsibilities: Live Fraud Investigation & Reconstruction Lead investigations into complex fraud cases across identities, accounts, devices, and transaction surfaces Provide support to day-to-day fraud operations including SEVs and alert triage Reconstruct attacker sequences and hypothesize actor intent and tooling Distill p

pythonsqlaws
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P
1mo ago

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. As an Executive Assistant at Plaid, you will play a crucial role in enhancing the productivity and operational efficiency of our leaders and their teams. Success in this fast-paced environment requires exceptional organization, proactive problem-solving, and strategic priority management. This position is ideal for a team-player who is a highly motivated self-starter, ready to execute with precision and discretion in a dynamic setting. Responsibilities Support Partnership: Provide executive and administrative support to 3-4 Product and Engineering leaders/teams Calendar Management: Efficiently manage and own complex calendars, scheduling, and logistics for leaders Relationship Development: Partner closely with leaders and team both internally and externally, with composure and discretion Meeting Coordination: Coordinate internal meetings and ensure agendas are tracked and action items are circulated and followed up on Project Management: Execute cross-functional projects, including drafting team-wide communications and managing logistics for All Hands and internal events Travel Planning: Manage complex travel arrangements and coordination Team Connection Logistics: Own end-to-end planning, vendor ma

P
Plaid
📍 New York• Full-time
1mo ago

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. As an Account Manager on our Enterprise team, you’ll own and grow relationships with a portfolio of Plaid’s largest and most strategic customers. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid. You’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes Responsibilities Manage and grow a portfolio of Plaid’s largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams Act as a

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 Enterprise Partnerships team at Plaid works with some of the most influential enterprise companies, helping bring Plaid’s solutions to market through high-impact partnerships. In this role, you’ll lead the acquisition of new partners and play a meaningful role in expanding a fast-growing, strategically important part of the business. In this role, you'll be the primary point of contact for Enterprise partners with a specific focus on managing our payment partners looking to leverage Plaid in a number of ways from Pay-by-Bank to account funding to KYC. You own the full partner lifecycle: from technical integration and "first customer live" milestones to scaling volumes and driving product expansion. You are a "corporate athlete" who thrives in ambiguity: you are just as comfortable diving into technical API specifications with an engineer as you are negotiating commercial terms with a C-suite executive. You will act as the internal quarterback, driving cross-functional work streams across Product, Legal, Engineering, and Marketing to align internal resources with partner needs. Successful candidates bring a blend of commercial prowess, high-level business acumen, and a proven track record of infl

P
Plaid
📍 New York• Full-time
1mo ago

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 Credit team at Plaid builds lending solutions across the full lender lifecycle — including underwriting, verification, and servicing. We help lenders make faster, more informed decisions using consumer-permissioned financial data. Within Credit, the Insights team develops data-driven products including LendScore, Income Insights, CashFlow Insights, and Network Insights. These products power smarter credit decisioning for lenders of all sizes. As a Product Manager on the Insights team, you will drive execution across our portfolio of credit decisioning products. You’ll work closely with engineering and data science teams to ship high-quality product experiences, and partner with sales and marketing on go-to-market motions. You’ll report to the Insights product lead and play a critical role in ensuring we deliver on our roadmap commitments while maintaining the flexibility to pursue new product opportunities as they emerge. Responsibilities Own end-to-end execution of the product roadmap for LendScore, Income Insights, CashFlow Insights, Network Insights, and new Insights products Write product specs, define requirements, and work with engineering and data science to deliver features on schedule R

P
Plaid
📍 New York• Full-time
1mo ago

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 FinOps function is responsible for financial accountability, visibility, and optimization across all engineering-related spend at Plaid. This includes cloud infrastructure, AI/ML and data workloads, third-party SaaS tools, and other technical investments that support Plaid’s products and internal platforms. The team operates at the intersection of Engineering, Product, and Finance, ensuring that spending decisions are transparent, intentional, and aligned with product strategy and business priorities. Rather than functioning as a cost-control or approval layer, FinOps enables teams to understand, own, and optimize their spend while maintaining engineering velocity. Responsibilities Monitors and analyzes engineering spend across cloud, AI/ML, data platforms, and SaaS, identifying trends, anomalies, and optimization opportunities. Builds and maintains forecasts for engineering spend, partnering with Finance and engineering leaders to understand drivers, assumptions, and risks. Partners with engineering, product, and TPMs to incorporate cost considerations into roadmaps, architectural decisions, and execution plans. Leads cost optimization initiatives, such as rightsizing, commitment strategies, an

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