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Financing And Clearing Platform Lead Analyst Jobs

3,299 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.

T
Twilio
📍 Colombia• Full-time• Remote
1mo ago

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to remote-first work , and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. . Hiring and how we work We use Artificial Intelligence (AI) to help make our hiring process efficient. That said, every hiring decision is made by real Twilions! Also, while we are a remote-first company, you may be asked to report in person on an ad-hoc basis for team gatherings, functional off-sites or customer meetings. . See yourself at Twilio Join the team as our next Deal Desk Senior Analyst. About the job Twilio is looking for a curious, action-oriented, strong financial analyst for the Deal Desk Team who lives the Twilio Magic to support our LATAM Go-to-Market motion. This is an exciting role for an individual to gain and expand a broad spectrum of cross-functional interactions and contribute to non-standard commercial agreements by providing rigorous financial governance and structuring. This role partners closely with Finance leadership, Sales, Legal, and Operations to evaluate, structure, and execute deals in a way that is a “win-win” for both customers and Twilio while optimizing corporate margin goals. The ideal candidate is a proactive, driven professional, able to build complex financial models and analyze pricing structures, while providing data-driven, financially sound, and clearly communicated explanations and solutions. Responsibilities In this role, you’ll: Build and analyz

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C
Coder
📍 Remote• Full-time• From $350K/yr
1mo ago

As the Regional Vice President of Enterprise Sales, you lead a team focused on winning and expanding Coder’s highest-priority accounts. You are accountable for meeting or exceeding quarterly and annual revenue targets and increasing ASP. You will coach and mentor existing sellers, onboard new sellers, strengthen pipeline discipline, and help the team close committed business on time. You will work closely with sales, solutions, customer success, and leadership to grow new logos and expand existing customers across Coder’s ideal customer profile. What you’ll do here Achieve or exceed quarterly and annual revenue targets for your region. Lead, coach, and develop a team selling into enterprise and strategic accounts. Onboard new sellers and help them build productive territories, pipelines, and account plans Set a clear operating cadence around pipeline creation, deal inspection, forecasting, and execution. Focus the team on Coder’s P1 accounts and highest-priority ideal customer profiles. Increase average selling price, with a focus on initial deals above $350,000 in annual recurring revenue. Grow new-logo revenue while expanding Coder’s footprint within existing customers. Improve forecast accuracy by ensuring committed deals close within the expected timeframe. Maintain clean pipeline data and clear next steps across active opportunities. Guide account strategy for highly regulated industries, including financial services and automotive. Support targeted growth across select business-to-business technology accounts. Lead by example in customer conversations, negotiations, deal strategy, and cross-functional collaboration. Help customers connect Coder’s platform to cloud transformation, application development, modernization, and AI initiatives. Ability to travel at least twice quarterly What we’re looking for Experience as a first-line regional sales leader in enterprise or strategic account segments A record of achieving or exceeding significant revenue targets Exp

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. About the team Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory Role Description You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. Responsibilities Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations. Act as a strategic partner to senior leaders by providing actionable f

P
Plaid
📍 United States• 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. About the team The GL Accounting team is responsible for ensuring accurate and timely financial reporting across Plaid’s global operations. We manage general ledger accounting, accruals, fixed assets, prepaids, intercompany, consolidations, international statutory reporting, treasury operations, and AP and T&E, and we partner cross-functionally with Procurement and Legal to drive cost allocation across the business. Team Mission: We drive operational excellence, enable financial transparency, and support Plaid’s growth through accurate reporting, strong controls, and scalable, AI-enabled processes. Role description As the Accounting Manager, you will lead a team of accountants across core GL functions. You will oversee the Accounts Payable & T&E processes, run month-end close, ensure compliance with US GAAP and SOX, drive automation and efficiency with AI and collaborate cross-functionally to support Plaid’s financial operations and scale. Responsibilities Accounting Operations: Lead AP and T&E operations, ensuring expense accuracy and timely accruals Oversee a timely, accurate and efficient month-end close process. Compliance, Audit & Risk Management: Maintain strong internal co

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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. About the team Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory About the role You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. Responsibilities Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investme

sqlawsai
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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. AI and intelligent systems are driving the fifth paradigm shift, following previous technological revolutions like mainframes, personal computers, the internet, and mobile devices. We believe, in the foreseeable future, AI will revolutionize the FinTech industry - from how consumers understand and manage their finances, to how developers build applications and how all companies operate. The fintech industry landscape will undergo a fundamental reshape. Plaid in the FinTech AI Ecosystem Plaid is uniquely positioned to become the financial data and insights backbone for AI applications and platforms in this evolving ecosystem. We believe consumers should be able to understand and manage their financial life through conversational AI interfaces using natural language. We believe consumers should have peace of mind with a trustworthy consent and authorization manager when agents shop for them. We believe identity verification and financial fraud prevention in AI-powered products should feel seamless and embedded for the end users. The list goes on. The most important AI companies, major fintechs, and customer agent platforms are actively trying to integrate Plaid into AI-powered products and solutions t

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Plaid
📍 United States• 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. About The Team The Financial Reporting and Technical Accounting team is responsible for delivering accurate, timely, and transparent financial reporting, and for providing technical accounting guidance over complex transactions. Team Mission: We drive operational excellence, enable financial transparency, and support Plaid’s growth through accurate reporting, strong controls, and scalable, AI-enabled processes. Role Description As a SEC Reporting Manager, you will support SEC reporting readiness efforts, including assisting with annual audits and quarterly reviews. This role will have operational responsibilities, partnering cross-functionally to implement scalable processes and support accurate and timely accounting and reporting. This role will also support complex accounting areas and perform technical accounting research to ensure compliance with U.S. GAAP. Responsibilities Own the preparation of quarterly and annual financial statements in accordance with U.S. GAAP and applicable SEC reporting requirements, including S-1, 10-K, and 10-Q filings. Lead close-to-reporting processes, ensuring financial statements and supporting schedules reconcile to source records, variances are understood and doc

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. Plaid’s Account Verification team builds the foundation of trust for open finance. We help fintechs and financial institutions connect and verify bank accounts securely so that money can move safely and instantly. Account Verification is the entry point for all of Plaid’s payment-focused consumer experiences and is a critical building block for our customers. The team obsesses over creating seamless verification journeys that balance speed, reliability, and security, enabling consumers to confidently connect to the financial ecosystem. As a PM for Account Verification, you’ll own one of Plaid’s most critical and high-impact product areas. You’ll lead the evolution of our verification platform across Auth, Balance, and Identity Match, defining how millions of people and businesses connect their financial accounts every day. We are looking for a high-ownership builder who thrives in ambiguity, loves building with customers, and is excited to define what’s next for one of Plaid’s most established and strategically important product lines. You’ll set vision and strategy, drive execution across a cross-functional team, and shape how Plaid competes in an increasingly complex and, eventually, AI-driven ver

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. AI and intelligent systems are driving the fifth paradigm shift, following previous technological revolutions like mainframes, personal computers, the internet, and mobile devices. We believe, in the foreseeable future, AI will revolutionize the FinTech industry - from how consumers understand and manage their finances, to how developers build applications and how all companies operate. The fintech industry landscape will undergo a fundamental reshape. Plaid in the FinTech AI Ecosystem Plaid is uniquely positioned to become the financial data and insights backbone for AI applications and platforms in this evolving ecosystem. We believe consumers should be able to understand and manage their financial life through conversational AI interfaces using natural language. We believe consumers should have peace of mind with a trustworthy consent and authorization manager when agents shop for them. We believe identity verification and financial fraud prevention in AI-powered products should feel seamless and embedded for the end users. The list goes on. The most important AI companies, major fintechs, and customer agent platforms are actively trying to integrate Plaid into AI-powered products and solutions t

javascriptjavaaws
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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 Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every enterprise can benefit from better financial technology and that many industries that don't currently consider themselves to be fintech, actually are. You'll be the individual helping us achieve this vision. Your focus will be on generating new enterprise deals and building strong, long-lasting relationships with large companies in North America. You'll be tasked with identifying and closing major deals across verticals across Plaid’s Enterprise segment. Responsibilities Identify potential customers and run the end-to-end sales process Build and maintain relationships with your customers, including their engineering/product teams, and their executives Partner internally with Plaid’s New Business, Sales Engineering, Commercial, Product, and Leadership team to win deals Working a fresh territory - building your own book of business by identifying good fit accounts and high value use cases where Plaid can create impact for the customer Building and maintaining relationships with accounts by going both deep and wide - from executives, to

J
Justworks
📍 New York• Full-time• $240K – $263.5K/yr
1mo ago

Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are The Director, Payroll Business Lead is the Directly Responsible Individual (DRI) for the successful execution of the Payroll FY27 plan . You own the outcome — the bookings, the LTV, the margin trajectory, and the decisions that get us there. You are a business owner first with strong General Management instincts. You treat Payroll as a P&L and a growth engine to run, not a function to coordinate. You are comfortable setting commercial strategy, informing the pricing decisions, and getting into the operational detail when the numbers are off track. You thrive in creation environments where product, pricing, and operating models are still taking shape, and you bring the structure, discipline, and financial rigor to scale the business profitably. You lead through ownership and influence rather than headcount, and you are trusted to run a business line and deliver its results. You will report to the leader with oversight of our Acquisition System and Payroll business line, in the CMO organization. Your Success Profile What You Will Work On Owning the Payroll Business and Financial Outcomes Serve as DRI for the Payroll annua

sqlawsrest
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Justworks
📍 New York• Full-time• $188K – $242K/yr
1mo ago

Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are You are self-driven and like to work with others to remove roadblocks. You are curious, and love to explore and learn new technologies. You have demonstrated the ability to build, deploy and maintain large-scale, complex applications. You care more about solutions and impacting the customer experience than using a particular tool or framework. Your Success Profile What You Will Work On As a Senior Software Engineer for Workforce Payments , you will work with the team that builds the core computation layer powering Justworks’ payroll, money movement, and tax calculation products, ensuring our customers can confidently and accurately pay their workforce. This team is mission-critical, operating at the heart of our platform's financial accuracy and compliance. You will lead technical decision-making and be expected to take initiative in identifying projects that will enable us to meet key business goals, such as scaling our tax and money movement capabilities, improving the integrity of our financial ledger, and developing robust platform interfaces for payroll data. We’re looking for people who have a passion for solving real-world

javascriptjavasql
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J
Justworks
📍 New York• Full-time• $188K – $242K/yr
1mo ago

Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are You are self-driven and like to work with others to remove roadblocks. You are curious, and love to explore and learn new technologies. You have demonstrated the ability to build, deploy and maintain large-scale, complex applications. You care more about solutions and impacting the customer experience than using a particular tool or framework. Your Success Profile What You Will Work On As a Senior Software Engineer for Workforce Payments , you will work with the team that builds the core computation layer powering Justworks’ payroll, money movement, and tax calculation products, ensuring our customers can confidently and accurately pay their workforce. This team is mission-critical, operating at the heart of our platform's financial accuracy and compliance. You will lead technical decision-making and be expected to take initiative in identifying projects that will enable us to meet key business goals, such as scaling our tax and money movement capabilities, improving the integrity of our financial ledger, and developing robust platform interfaces for payroll data. We’re looking for people who have a passion for solving real-world

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For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking a dynamic, operationally focused leader to join our team to lead the Office of the Chief Product and Technology Officer (CPTO). As the right-hand to the CPTO, you will play a key role in running the 650-person team’s operations, driving key initiatives to support our transformation strategy, and forging relationships across Smartsheet to ensure seamless execution and operations. Reporting to the CPTO, this is a high-visibility, high-accountability, and high-velocity role. The successful candidate will use their emotional intelligence and business acumen to inform strategic priorities and collaborate across the organization to accomplish our big, audacious goals. Smartsheet is at a pivotal moment in our history as we transition our value proposition, our GTM operations, and our entire product lineup into the agentic era to solidify our position as the leader in Enterprise. This is a remote eligible position and you may work remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Annual Planning and Transformation Operations: Partner with the CPTO to build the org-wide 3-year strategic plan, focused on product adoption, revenue retention & growth, and customer value delivery aligned to the GTM strategy. Provide lift to Executives where needed on strategic initiatives. Serve as business leader in the annual strategic and financial planning process, connecting the various streams of work occurring across all product functions and partnering

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SF
Stitch Fix
📍 Usa Pacific Time Zone Pst Strongly Preferred• Full-time• Remote• From $945.6K/yr
1mo ago

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Team The Stitch Fix Finance team enables our clients to be their best self. We broadly define our clients as customers, business partners, and shareholders. We drive value through business partner support, innovative and insightful analysis, and financial integrity. We are looking for bright, kind, and motivated-by-challenge individuals who succeed in a fast-paced environment and thrive in building and improving processes to scale the business to the next level. About the Role Stitch Fix is seeking an Accounts Payable Manager to join our dynamic Finance organization. In this role, you will serve as a high-impact leader capable of balancing rigorous accounting integrity with business practicality. This is a highly cross-functional position where you will direct the accounts payable and T&E team. You will manage daily operations within the procure-to-pay lifecycle, overseeing vendor relations, travel and business expense activities, and master vendor data. Additionally, you will serve as a key stakeholder in partnership with Accounting, Merchandising, Operations, Engineering, and Financial Systems teams to evaluate the impact of organizational changes on our P2P processes and provide strategic input on system design and UAT approaches. The ideal candidate is an inquisitive, system-savvy self-starter who possesses superior attention to detail and a commitment to continuous process improvement and team development. You're excited about this opportunity because you will… Manage and develop a high-pe

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