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Fintech • Software • Financial Services
Record and reconcile daily cash and accounts receivable, prepare month-end reconciliations and accruals, manage client invoicing and credit card/T&E reviews, support month-end and annual close, and assist with audits and regulatory examinations.
Fintech • Software • Financial Services
Manage and grow relationships with financial advisors and sellers on the marketplace. Generate leads via outbound calls, maintain CRM records, create client marketing materials, monitor product offerings and industry trends, and collaborate internally to meet sales objectives.
Fintech • Software • Financial Services
Manage payroll and employee benefits for ~100 employees using ADP and HRIS. Process enrollments, payroll, tax filings, ACA reporting, onboarding support, and partner with vendors and HR to maintain accurate records and implement culture-building programs.















