Financial Planning And Analysis Manager in New York

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 Pontera is seeking an exceptional Advisor Success Manager 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. The ASM 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 ASM 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 a

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

Who we are About Stripe Stripe, LLC. 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. What you’ll do Responsibilities Lead the technical design and architecture of major platform initiatives, author design documents and build consensus across engineering teams. Define technical roadmaps for complex, multi-quarter projects that span multiple teams. Make critical architectural decisions for company documentation infrastructure, balancing scalability, reliability, and developer experience. Evaluate and set direction for integrating emerging technologies, including AI/LLM capabilities, into company documentation platforms and authoring tools. Establish and evolve engineering standards, best practices and technical guidelines for the team and broader organization. Partner with engineering teams across the company to understand documentation needs and design integrated solutions. Design, build and maintain scalable, reliable and performant services and systems. Contribute high-quality code across the full stack and navigate codebases with different languages and tools. Debug and resolve complex production issues and improve system reliability. Take ownership of system health and incident response. Who you are Minimum requirements Must have a Bachelor's degree or foreign equivalent in Computer Science, Software Engineering, Engineering, or a related field, plus four (4) years of experience in Software Engineering. Must have four (4) years of experience in each of the following: - Working in a full stack environment with a foc

G&A at Datadog rapidly scales the physical space, hiring, onboarding, and financial and legal systems to keep our business running in top form. As a Deal Desk Analyst, you will work cross-functionally with our Sales Operations, Billing, Contracts and Legal teams to provide quoting and deal structuring support to the Global Sales Team. This will be a growth position as Datadog’s business continues to expand. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Develop in-depth knowledge of Datadog’s licensing and pricing models to provide deal structuring and quoting support to our global sales teams Be a creative problem solver who finds a way to meet customers’ needs while adhering to Datadog’s selling policies Solve customer satisfaction issues following execution of the deal Actively negotiate deals directly with the customer as needed Work cross functionally across various stakeholder groups including legal, contracts, sales operations, order management, revenue, finance and product management Function as point of contact and subject matter expert for Sales on deal pricing matters Drive adherence to internal controls, protocols and business rules Who You Are: At least 4 years of overall experience including related processes such as sales operations, finance, sales strategy, and sales enablement At least 2 years of experience with deal structuring/quoting complex SaaS transactions for a fast-growing multi-national company Working knowledge of revenue recognition principles Must be comfortable representing the company to customers in negotiations and resolving customer satisfaction issues Strong attention to detail Ability to multi-task Strong communication skills Ability to work in fast paced, high press

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . At Yext, Product Engineering builds and evolves the technology behind our products and services. We’re looking for software engineers who want to solve meaningful technical problems, contribute to systems at scale, and help shape what we build next. We work in an agile environment with two-week sprints and regular demos that keep teams aligned and give engineers clear visibility into the impact of their work. From day one, you’ll contribute directly to the codebase and collaborate with experienced engineers from a wide range of leading universities and technology companies. We are looking for an engineer to join Team Watson , which owns and develops the systems that power Yext Search and Yext Chat. The team builds the indexing, retrieval, and serving technology that enables brands to deliver fast, relevant answers across their websites and digital experiences. Yext Search handles more than 50 million requests each month, serving users around the world in over a dozen languages. Watson also brings these search and retrieval capabilities to Yext Chat, helping conversational experiences generate useful answers grounded in trusted customer content. Because Watson’s systems serve real-time, customer-facing experiences at a global scale, engineers o

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. Team Overview Plaid's TechOps team is the technical foundation that is a major stakeholder in keeping the company running. We own the systems, tools, and infrastructure that every Plaid employee depends on from identity and endpoint management to help desk support, office infrastructure, and the internal tooling that powers day-to-day productivity. What sets us apart from a traditional IT team is how we approach the higher level goals we have to improve our systems and tooling over time. We treat corporate infrastructure like an engineering problem: configuration lives in code when possible, endpoint provisioning is automated, access assignment is self-service, and we're always looking for ways to make our systems more reliable and our support burden smaller. We've built real momentum in that direction, and we're investing in the people and tools to take it further. We're a small team with broad ownership and high standards. We work closely with Security, Engineering, and People teams to make sure Plaid's internal environment is secure, scalable, and ready for where the company is going whether that's a new office, a new compliance requirement, or a new way of working enabled by 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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid’s Consumer team owns all of Plaid’s consumer facing surfaces. This includes Link, Plaid’s flagship product, which has been used by over half of all US adults to share their information safely and securely with financial applications. Link drives the vast majority of Plaid’s revenue. We’re also building out Plaid’s first B2C product, which is an exciting, 0-1 space for us. Both areas are top business priorities. Responsibilities As the Plaid Account PM, you will own everything related to the consumer identity on Plaid. This includes: User authentication (UX and risk models) Launching a surface for users to manage their connections and permissioning with various applications. This spans across both traditional fintech and agentic fintech. Leading company-wide workstreams around establishing a first party relationship with consumers Roadmap around creating deeper and richer network of consumer profiles on Plaid Define the roadmap for sign up for quarterly / half year goals and partner with cross-functional team to hit them Drive prioritization and execution (build, measure, iterate) Identify opportunities through consumer feedback and staying close to our data / dashboards Part

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. About Plaid & Our Mission At Plaid, we are building the digital financial ecosystem of the future, giving millions of people the power and access to manage their financial lives seamlessly. Behind every great product is a team of people who need reliable, friction-free technology to do their best work. Dynamics & Your Impact As part of the TechOps team, you will design, build, and support a first-class computing environment that keeps our business secure and our employees productive. In this role, you will be the backbone of our in-office technical experience. By ensuring our conference rooms, networking systems, and daily workplace tools run smoothly without interruption, you enable every employee to focus on expanding financial access for everyone. What You’ll Do (Responsibilities & Impact) Enable Seamless Collaboration: Ensure audio-visual (AV) systems in conference rooms and shared office spaces function flawlessly so team members can connect seamlessly across global offices. Resolve In-Office Hardware & Tech Needs: Directly troubleshoot and resolve issues with printers, monitors, keyboards, and other office desk peripherals, minimizing downtime for your collea

Head of Recruiting 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 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? 250,000+ business customers using the platform $30B+ in transactions processed Profitable, with $170M raised to date Backed by firms including Valar Ventures, Crosslink Capital, Stripes, BoxGroup, RRE Ventures, and Notable Capital Recently launched AI Agent Infrastructure and In-App Agents, and we are looking to expand our design creativity around them We work with modern tools technologies, of course.. AI We provide learning and development budgets to help you grow and bond with your team The Role We're looking for a Recruiter to own how Novo hires across North America (USA & Latam)—Product, Customer Experience, Credit, Banking Operations, and the other teams that make a bank run. You'll be the person who turns a headcount plan into a pipeline of great candidates, and who makes sure every one of them has a fast, respectful, well-run experience with us. Thi

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Java / React / Typescript What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Mentor teammates through tho

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Python / React / Typescript What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Mentor teammates through t

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Staff Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Staff Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Java / Python / React / Typescript What Sets Staff Engineers Apart Staff Engineers at CLEAR operate beyond a single team. They influence technical strategy across multiple products, shape architectural direction, identify opportunities before they become problems, and drive alignment across organizations. They are trusted partners to Engineering and Product leadership, consistently delivering high-impact technical solutions while developing the engineers around them and raising the quality of execution across the organization. What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Python / Java / React / Typescript What you’ll do: Design, build, test, and deploy scalable applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Partner with teammates through thoughtful code reviews