Financial Analyst in United States

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary The Director of the Divestiture Management Office (DMO) will lead the team responsible for delivering on a Transition Services Agreements (TSAs) following the sale of a CVS Health business unit. This role serves as the primary liaison between CVS Health, the acquiring company, vendors, and impacted employees to ensure all transition commitments are successfully executed. The ideal candidate is a strong leader who can manage complex programs, build relationships across multiple stakeholders, and drive solutions in a fast-paced environment. Key Responsibilities Lead and manage the Divestiture Management Office and supporting team members. Oversee execution of Transition Services Agreement (TSA) commitments and contractual obligations. Build and maintain relationships with buyers, vendors, impacted employees, and CVS stakeholders. Review and interpret legal agreements, contracts, and transaction documents. Identify risks, issues, and improvement opportunities, and drive resolution through collaboration and negotiation. Provide clear updates, recommendations, and reporting to senior leadership. Manage project budgets and ensure financial goals are met. Track program performance through metrics, reporting, and governance processes. Lead project planning, execution, and continuous improvement efforts.

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team builds bespoke solutions for financial advisors to grow and sustain their business, starting with a new secure messaging experience. As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team’s user interface layer — crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces. While your primary impact will be on the frontend, you will work across the full stack as needed to deliver complete features and integrate with backend services and APIs. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead frontend development for the Advisor Experience Secure Messaging product, building rich, performant user interfaces using modern web frameworks. Design and maintain scalable frontend a

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $108,000 - $135,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-base

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging. We’re building the connective tissue between advisors and the investors they serve, creating workflows that make every interaction more informed, more personal, and more seamless. As the Engineering Manager for this team, you’ll lead a small, growing group of engineers and shape both the technical direction and team culture from the early stages. You’ll partner closely with product management and design to translate an ambitious product vision into shipped software. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Lead, mentor, and grow a team of full-stack en

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking a Staff Full Stack Software Engineer to join the Advisor Experience team as our Technical Lead. Our team is focused on building tools for financial advisors to grow and sustain their business. We oversee bespoke products for advisors and develop advisor-focused capabilities throughout the Addepar platform. In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. You will partner directly with Engineering Leadership and Product Management to build a modern, scalable architecture from the ground up. Beyond system design, you will act as a true engineering multiplier: setting technical standards, mentoring junior and mid-level engineers, and working alongside other senior engineers and AI specialists to deliver high-impact advisor tools. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employme

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Partner Solutions Architect, Technology Partners 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 As a member of the Partner Solutions Architecture (PSA) team, you'll be responsible for providing technical guidance to Stripe's technology partners. Our goal is to drive growth through co-solutioning, education, and enablement with our partner organization. The right candidate will be a technical liaison to the Stripe Partner Development Manager. This will involve creating technical business plans for technology partners, including identifying, incubating, and bringing to market service and solution offerings built on or with Stripe. A Partner Solutions Architect is someone who is intellectually curious, open, and entrepreneurial. What you'll do As a member of the team, PSAs build consultative relationships with executives and technical decision-makers in the customer's organization to provide business and technical thought leadership, and become a trusted advisor in solving business-critical challenges. We architect business models with them so they can drive new monetization opportunities and growth. Responsibilities Work with key technology partners to build out their Stripe capabilities and solutions to grow their business and drive non-linear growth Develop and execute enablement plans Be at the forefront of technical discussions and solution deep-dives with technology partners on the value Stripe can provide to their clients Engage with CTOs, engineering, and other technical leads at ke

About the Role We’re looking for a senior Strategic Finance Lead to help shape and execute OpenAI’s financial strategy across some of the company’s most important long-term investments and growth priorities. This high-impact role sits at the intersection of corporate finance, capital markets, treasury, and cross-functional execution. In this role, you will: Shape financial strategy for major long-term investments, capital structure decisions, and broader strategic decision-making. Build rigorous financial models and scalable frameworks to evaluate strategic initiatives, funding options, tradeoffs, and risk. Structure and help execute complex strategic initiatives in partnership with cross-functional teams. Translate ambiguous technical and business inputs into clear recommendations and decision-ready materials for executives, the board, and other senior stakeholders. Lead high-priority cross-functional workstreams from concept through execution, bringing strong judgment, ownership, and communication in fast-moving situations. Help build an AI-native finance organization by applying AI to improve workflows, decision-making, and execution across finance processes. You might thrive in this role if you have: 12+ years of experience across strategic finance, corporate finance, capital markets, investment banking, infrastructure finance, or related fields. A strong understanding of capital structure, financing strategy, debt markets, and large-scale investment evaluation. Experience operating in high-growth, high-complexity environments with the ability to navigate ambiguity and move quickly. Exceptional financial modeling, strategic thinking, and problem-solving capabilities. Strong executive presence with the ability to communicate clearly across investors, executives, and technical stakeholders. A high-agency operating style that combines strategic perspective with a willingness to build directly. Excitement around using AI as a core operating advantage, with a mindset

The Complex Assets Product Manager is a senior position within Product Management, responsible for day-to-day product management for complex financial instruments, setting strategy, and providing direction within the Complex Assets domain. The role requires a deep hands-on working knowledge of Complex Assets, including OTC derivatives, Exchange Traded Derivatives, and Portfolio Swaps, within a financial services business. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life cycles in coordination with the broader Product Management team. This role will leverage broad Complex Assets domain knowledge, deep experience influencing product, operations, design, and IT architecture change. Timely execution, seamless business and client change are extremely important to ensure continued growth and expansion of relationships with strategic clients in the complex assets space. What you’ll do Oversee strategic roadmap, development, launch, and marketing to gain maximum benefit from each product Oversee day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results Execute client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients Develop plans and execute functional strategies for a country, multiple countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within a region or business Manage client and competitor market research, develop product innovation roadmap, and address fundamental trial

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 an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary The Lead Director, Stop Loss Relationship Management will serve as the single accountable owner for enterprise stop loss relationship strategy, governance, escalation management, and operational performance. This role is responsible for creating a more disciplined, scalable, and consistent operating model across stop loss carriers, internal business partners, and cross-functional stakeholders. This leader will address current gaps in ownership, decision rights, escalation pathways, and carrier performance that are contributing to delays, disputes, reimbursement challenges, and financial exposure. The role will centralize accountability for stop loss-related funding decisions, risk acceptance, issue resolution, and carrier engagement, ensuring clearer governance, faster resolution of high-cost claim issues, and improved predictability across the stop loss ecosystem. The ideal candidate is a strong enterprise relationship leader with deep experience managing complex, cross-functional programs, executive-level stakeholders, financial risk, operational escalations, and external partner performance. This individual must be highly effective at driving alignment, establishing governance, improving processes, and influencing outcomes across matrixed teams. What You Will Do Serve

The Trade Payables Finance business offers integrated cash management and trade services to multinational corporations, financial institutions, and public sector organizations around the world. This Senior Vice President (SVP) position is within the Supplier Engagement function of the Global Payables Finance business and is responsible for driving the growth of Citi’s world-class trade finance programs, including (but not limited to) Supply Chain Finance (SCF), Dynamic Discounting, and Payables Advance. This role offers a dynamic mix of product sales, managing key client relationships, and coordinating and executing the supplier engagement and onboarding strategy for a portfolio of key clients. You will engage with Treasury/Finance/Procurement teams at both buyer and supplier organizations to sell Citi's Payables product offerings directly to our client’s suppliers. This position may also include people management responsibilities, offering the opportunity to lead and mentor a small team of Supplier Engagement Managers (SEMs) in a 'player/coach' capacity. The ideal candidate is a result-oriented product sales leader with a proven track record, capable of driving revenue growth through supplier acquisitions. You will be responsible for developing and executing successful supplier engagement programs, managing key clients/suppliers, building a robust pipeline, and ensuring the highest standards of risk and portfolio management. Key Responsibilities Drive Revenue & Portfolio Growth: Lead the supplier engagement sales strategy for Citi's Supplier Finance programs, developing and executing campaigns to drive supplier adoption and consistently growing the portfolio in terms o

Job Title Zone Project Management Director - Imaging Systems (East Zone) Job Description Join Philips as a Zone Project Management Director - Imaging Systems (East Zone) where you'll lead a team of Customer Project Managers to deliver complex healthcare installations, drive operational and financial performance, accelerate revenue realization, and create exceptional customer outcomes through strategic execution, cross-functional collaboration, and continuous improvement. Your role: Provide strategic leadership to a team of Customer Project Managers, fostering a high-performance culture through coaching, mentoring, talent development, and succession planning. Enable the team to effectively partner with hospitals, general contractors, project managers, and internal stakeholders to achieve critical project milestones and customer commitments. Navigate and lead complex commercial installation and construction projects across the zone, partnering with customers and key stakeholders to accelerate the order-to-completion cycle and drive predictable revenue delivery. Align project execution with customer requirements, business objectives, and financial targets while delivering exceptional customer experience. Oversee project portfolios and large-scale customer implementations by driving effective planning, resource allocation, revenue forecasting, inventory utilization, budget management, and schedule adherence. Prioritize initiatives based on strategic value, customer impact, and business objectives to maximize operational and financial performance across the zone. Serve as the senior escalation point for complex customer and operational issues, proactively managing risks, resolving critical challenges, and maintaining strong customer relationships throughout the project lifecycle. Ensure compliance with regulatory, quality, and organizational standards wh