Financial Operations Manager

🏢 Summary: Senior hybrid product-commercial role focused on building and managing strategic partnerships and integrations for a SaaS accounting platform. The position owns the full partnership lifecycle, including evaluation, technical scoping, negotiation, launch coordination, and performance measurement across cross-functional teams. 🗂️ Requirements: 7+ years of professional experience, 4+ years in strategic partnerships, business development, or product-commercial roles, Experience managing commercial agreements from evaluation through launch and post-launch performance, Knowledge of pricing models, revenue sharing, platform fees, and ROI analysis, Understanding of APIs, integrations, and technical scoping, Ability to collaborate across Product, Engineering, Legal, Finance, Marketing, Sales, and Customer Success teams, Experience building joint business plans and partner launch programs, SaaS industry experience, Ability to work independently in ambiguous environments 📃 Skills: SaaS, APIs, Integrations, Fintech, Accounting, ROI, GTM, CRM, BusinessDevelopment, Negotiation 🏢 Description: About Us Canopy is a fast-growing SaaS company building simple, efficient software for accounting firms. The company focuses on modern, user-friendly software designed to help accounting firms improve practice management and client operations. The Opportunity Canopy is building the platform layer for modern accounting practice management, and partnerships and integrations are central to that strategy. The Senior Manager, Strategic Partnerships & Platform Ecosystem Manager role is responsible for building a disciplined, outcome-driven partnership motion across Product, GTM, Engineering, Legal, and Finance. This is a product-commercial hybrid role focused on partner strategy, deal structure, technical scoping, launch planning, and post-launch measurement. The role owns the end-to-end partnership lifecycle for key opportunities, including evaluating fit, building business cases, determining build vs. buy vs. partner decisions, structuring commercial terms, driving internal alignment, shepherding integrations through launch, and measuring delivered value. What You'll Do: - Build and own frameworks for evaluating partnership and integration opportunities, including criteria, tiers, prioritization logic, and recommendations. - Lead evaluation of opportunities across customer value, strategic fit, technical feasibility, GTM impact, and ROI. - Source, structure, and own the commercial workstream for partnerships from early conversations through negotiation and signed agreements. - Partner with Product and Engineering to scope partnerships and integrations, including integration depth, data flows, UX, support models, and roadmap dependencies. - Drive cross-functional execution across Product, Engineering, Legal, Security, Finance, Marketing, Sales, and Customer Success. - Build joint business plans with partners, including co-marketing, launch strategy, enablement, and adoption goals. - Define success metrics, track post-launch performance, and measure adoption, revenue, customer value, support burden, and ROI. What We're Looking For: - 7+ years of overall experience. - 4+ years in strategic partnerships, business development, or related product-commercial roles. - Experience owning commercial agreements from evaluation through negotiation, launch, and post-launch performance. - Strong commercial judgment involving pricing models, referral structures, revenue share, platform fees, business cases, and ROI measurement. - Fluency with APIs, integrations, and technical scoping. - Strong product instincts and customer problem-solving ability. - Strong cross-functional execution and influence skills. - Experience building joint business plans, partner launch motions, or adoption programs. - SaaS experience required. - Comfortable navigating ambiguity and working independently. - Hybrid schedule: in-office Monday, Wednesday, Friday; optional remote Tuesday and Thursday. Bonus Points If You Have: - Experience in B2B fintech and/or accounting. - Background in consulting, corporate strategy, or product analysis. - Bachelor's Degree in Business, Computer Science, Accounting, or related field. Why You Want to Work Here: - Flexible paid time off and company holidays. - Medical, dental, vision, and HSA benefits. - 401(k) matching with immediate eligibility and vesting. - Mental health support programs. - Paid parental leave. - Company-paid life insurance and disability coverage. - Employee recognition program. - Company events and employee resource group committees. - Fully stocked office kitchen. Our Values: - Own - Win - Do Good - Embrace Curiosity & Candor Interview Process: - Application review. - 20-minute phone call with the People Team. - 45–60-minute interview with the Hiring Manager. - 1–3 additional interview rounds depending on the role. - Final interview. Canopy is an equal opportunity employer.

🏢 Summary: Hands-on Assistant Controller role leading corporate accounting, ERP strategy, and GAAP-compliant financial reporting within an AI-first accounting transformation. The position oversees month-end close, technical accounting, consolidation, audit, treasury, and internal controls while implementing AI agents to automate journal entries and reconciliations. This player-manager role combines strategic leadership with active participation in complex accounting operations. 🗂️ Requirements: Bachelor’s degree in Accounting or Finance, CPA certification, 10+ years of accounting and financial management experience, 5+ years in supervisory/leadership role, Big 4 or large regional public accounting experience, Deep expertise in GAAP and technical accounting (ASC 718, ASC 842, ASC 350-40, ASC 805), Proficiency in ERP systems (NetSuite or equivalent), Advanced Excel modeling skills, Experience implementing automation tools or AI agents, Authorization to work in the U.S. 📃 Skills: GAAP, ASC718, ASC842, ASC350-40, ASC805, NetSuite, Excel, ERP, AI, Automation, FinancialReporting, Consolidation, Audit, Treasury, InternalControls 🏢 Description: What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ employees, our collaborative, can-do culture fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), Mynd (property management platform), and an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. Corporate accounting's mission is to create value to the Company through integrity, leadership and business partnership. Our primary responsibility is to prepare and report consolidated financial statements to senior management and enhance the Company in making informed business decisions. About the Role We are seeking a hands-on Assistant Controller to lead corporate accounting, ERP strategy, and financial reporting. You will be instrumental in transitioning to an AI-first accounting organization, implementing AI-driven agents to automate journal entries and reconciliations, making the month-end close faster and more accurate. Responsibilities Month-End Close: Lead the month-end close process to ensure timely and accurate financial reporting, overseeing pre-close preparation, journal entries, balance sheet reconciliations, and flux analysis. AI Implementation: Integrate AI agents to streamline and automate journal entries, reconciliations, and variance reporting, driving an efficient, insight-driven close process. Technical Accounting: Manage complex technical accounting areas including stock-based compensation (ASC 718), lease accounting (ASC 842), capitalized software costs (ASC 350-40), and M&A purchase accounting (ASC 805). Consolidation: Lead monthly financial consolidation across multiple legal entities, ensuring accurate intercompany eliminations and GAAP compliance. Financial Reporting: Drive monthly, quarterly, and annual reporting cycles, including preparation of financial statements and cash flow statements, and deliver actionable variance analysis. ERP Strategy: Design and implement ERP strategy to optimize financial platforms. Audit: Lead the annual financial statement audit, serve as primary liaison for external auditors, oversee financial statement footnotes, manage PBC lists, and ensure GAAP compliance. Internal Controls: Design and deploy scalable internal control frameworks and enforce sophisticated accounting policies. Procurement & Accounts Payable: Oversee procurement, accounts payable, and T&E processes, implementing AI agents within procurement tools to improve efficiency and maintain controls. Treasury & Cash Management: Lead treasury operations including bank account administration, cash positioning, debt facility management, AI-enabled cash forecasting, and internal controls over wire and ACH disbursements. Team Leadership: Lead and mentor a team of five accountants in a player-manager capacity, actively participating in complex accounting workflows. Qualifications Bachelor's degree in Accounting or Finance; CPA required. 10+ years of accounting and financial management experience, including 5+ years in a leadership role. Experience in Big 4 or large regional public accounting firms. Deep expertise in GAAP and technical accounting (ASC 718, ASC 842, ASC 350-40, ASC 805). Proficiency in ERP systems (NetSuite or equivalent) and advanced Excel modeling. Experience or strong aptitude for implementing automation tools or AI agents. Strong communication skills and ability to manage competing priorities in a fast-paced environment. Location This position must be located in the Bay Area (Hybrid) or remotely from Dallas, TX. This is a 2-day hybrid role in the Bay Area office, effective October 2026. Compensation $150,000 - $175,000 annually. Compensation may be adjusted based on location, experience, skills, and interview performance. Benefits Generous PTO Policy 12 Paid Holidays Volunteer Time Off Paid Parental Leave 401k Program Wellness and home office/cell phone subsidies Robust health, dental, vision insurance, and more Must be authorized to work in the U.S. as a precondition of employment. Any offer of employment is conditioned upon the successful completion of a background investigation. Commitment to Equal Employment Opportunity We make all employment decisions without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.

🏢 Summary: Finance Manager role supporting FP&A, investor relations, corporate development, and business operations in a fast-paced autonomous technology company. The position focuses on financial planning, modeling, reporting, and cross-functional strategic analysis, with growth potential into a leadership role. 🗂️ Requirements: 5+ years in corporate FP&A and finance, 3+ years at a publicly traded fast-paced tech company, Advanced financial modeling expertise, Strong finance and accounting fundamentals, Experience analyzing complex business topics and delivering insights, Ability to collaborate with cross-functional teams, Strong accounting and systems aptitude 📃 Skills: FP&A, Finance, Accounting, Modeling, Forecasting, Reporting, KPIs, Pigment, SAP, Excel 🏢 Description: Kodiak Robotics, Inc. was founded in 2018 and has become a leader in autonomous ground transportation committed to a safer and more efficient future for all. The company has developed an artificial intelligence (AI) powered technology stack purpose-built for commercial trucking and the public sector. The company delivers freight daily for its customers across the southern United States using its autonomous technology. In 2024, Kodiak became the first known company to publicly announce delivering a driverless semi-truck to a customer. Kodiak is also leveraging its commercial self-driving software to develop, test and deploy autonomous capabilities for the U.S. Department of Defense. We are looking for a Finance Manager who can work across the entire finance organization of a fast-paced startup and help us build the financial backbone for our business. In this role you will wear many hats, and be excited to support FP&A, investor relations, corporate development and strategy and business operations. The right person for this role has a flexible, client-service mentality and can balance careful, long-term, analytical work product with a bias for prompt, proactive action to drive progress. Key attributes for success include: strong finance and accounting fundamentals; sharp critical thinking skills; ability to rapidly produce and iterate custom, high-impact work product for executive consumption; meticulous attention to detail and accuracy; and, the courage to speak up and ask questions with tact and contextual awareness. Initially, this role is scoped to be an individual contributor, but anticipate it will evolve into a team leadership role as the company continues to grow. The position is highly visible and involves collaboration with key internal and external stakeholders. In this role, you will: - Play a key role in running and enhancing the company's FP&A processes, including monthly, quarterly, annual, and long-range planning. - Partner with various functions of the business to provide financial perspectives and guidance around commercial opportunities, corporate initiatives, and enterprise-wide investments and spending. - Create detailed financial models of various types, including forecasts of revenue streams, expenses, cash flows, component costs, capital structure, and M&A. - Produce recurring and ad-hoc analysis and reporting of performance versus plan, metrics, and KPIs, and seek opportunities to reduce variances to plan. - Assist in developing and implementing an FP&A system. - Participate in finance and accounting processes, such as quarterly close and public company reporting, and contribute to process improvement. What you'll bring: - 5+ years of experience in corporate FP&A and finance—ideally with at least 3 years at a publicly traded, fast paced, tech company. - Advanced financial and business modeling. - Skilled at analyzing complex topics, visualizing data, and delivering actionable insights. - Innate desire and inclination to learn the details of the business and track record of collaborating with cross-functional teams across the organization. - Strong accounting and systems aptitude. Bonus points for: - Startup experience - Experience with financial planning tools, especially Pigment - Cost accounting aptitude and experience with SAP supply chain - Investment banking, private equity, or Big 4 background What we offer: - Competitive compensation package including equity and annual bonuses - Excellent Medical, Dental, and Vision plans through Kaiser Permanente, Cigna, and MetLife (including a medical plan with infertility benefits) - MetLife Legal Services, Identity & Fraud Protection, Hospital Indemnity Insurance, Accident Insurance, & Critical Illness Insurance - Flexible PTO, 10 paid holidays, and generous parental leave policies - Office perks: dog-friendly, free catered lunch, a fully stocked kitchen, and free EV charging - Long Term Disability, Short Term Disability, Life Insurance - Wellbeing Benefits including Headspace, Calm, One Medical, Gympass, Spring Health, and Rula - Fidelity 401(k) - Commuter, FSA, Dependent Care FSA, HSA - Various incentive programs including referral bonuses and patent bonuses - California pay range: $110,000—$140,000 USD At Kodiak, we strive to build a diverse community working towards our common company goals in a safe and collaborative environment where harassment of any kind is strictly prohibited. Kodiak is committed to equal opportunity employment regardless of race, ethnicity, religion, gender identity, sexual orientation, age, disability, or veteran status, or any other basis protected by applicable law. In alignment with its business operations, Kodiak adheres to all relevant statutes, regulations, and administrative prerequisites. Accordingly, roles that carry more sensitive requirements may be limited to candidates that can satisfy additional scrutiny and eligibility for such positions may hinge on verification of a candidate's residence, U.S. person status, and/or citizenship status. Should the position require, and Kodiak determines that a candidate's residence, U.S. person status, and/or citizenship status necessitate an export license, bar the candidate from the position, or otherwise fall under national security-related restrictions, Kodiak will consider the candidate for alternative positions unaffected by such restrictions, under terms and conditions set forth at Kodiak's sole discretion, or, as an alternative, opt not to proceed with the candidate's application. If applicable, Kodiak may provide visa sponsorship for eligible candidates. We use a third-party AI tool to assist in the initial screening of applications. As part of the evaluation process, job requirements and candidate-submitted applications may be processed by AI systems as part of the screening and selection process. Final hiring decisions are made by the human recruitment team, and no automated system makes the ultimate decision regarding hiring.

🏢 Summary: Permanent Product Manager role focused on reimagining financial institutions’ operations by designing and launching AI-native solutions that replace legacy back-office workflows. The position owns the full product lifecycle and acts as a domain expert in regulated financial environments, driving ROI for enterprise clients. The role requires deep expertise in financial operations and building AI-powered automation from scratch. 🗂️ Requirements: 5+ years of product management experience, Experience in financial services operations (operational side of financial institutions), Experience building products for operations, risk, or compliance users, Experience owning full product lifecycle from discovery to launch, Ability to define and communicate ROI-driven value propositions for enterprise buyers, Strong customer discovery and validation skills, Experience working in regulated financial environments, Hands-on experience building AI-native workflows and automation 📃 Skills: AI, ProductManagement, FinancialServices, Operations, Compliance, Risk, Automation, Cursor, Copilot, Claude, Replit, AIagents, Scripting, Regulations, WorkflowAutomation 🏢 Description: Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.About the Role: Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat. Key Responsibilities Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around Partner with platform teams to leverage shared AI infrastructure and capabilities Required Qualifications 5+ years in product management Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building Preferred Skills Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience Financial institution experience Built AI-powered automation for back-office or operations workflows Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery Who you are? You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $175,000 - $225,000, plus 10%bonus and stock options. Exact compensation may vary based on skills and location. Benefits 100% paid health, dental & vision care 401(k) match & financial wellness perks Discretionary PTO + paid parental leave Mental health, wellness & family benefits A mission-driven team shaping the future of banking At Interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

🏢 Summary: Permanent Product Manager role focused on reimagining financial institution operations through AI-native solutions. The role involves identifying high-impact operational pain points and building end-to-end AI-driven products that replace legacy workflows in regulated banking environments. You will own the full product lifecycle and deliver ROI-driven solutions for enterprise financial institutions. 🗂️ Requirements: 5+ years product management experience, Experience in financial services operations, Experience building products for operations, risk, or compliance users, Experience owning full product lifecycle, Experience defining ROI-driven enterprise narratives, Strong customer discovery skills, Experience working in regulated financial environments, Hands-on use of AI tools for building prototypes and workflows 📃 Skills: AI, MachineLearning, Automation, ProductManagement, DataAnalysis, Prototyping, Compliance, FinTech, Cursor, Copilot, Claude, Replit 🏢 Description: Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.About the Role: Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat. Key Responsibilities Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around Partner with platform teams to leverage shared AI infrastructure and capabilities Required Qualifications 5+ years in product management Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building Preferred Skills Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience Financial institution experience Built AI-powered automation for back-office or operations workflows Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery Who you are? You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $175,000 - $225,000, plus 10%bonus and stock options. Exact compensation may vary based on skills and location. Benefits 100% paid health, dental & vision care 401(k) match & financial wellness perks Discretionary PTO + paid parental leave Mental health, wellness & family benefits A mission-driven team shaping the future of banking At Interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

🏢 Summary: Hybrid Financial Systems Administrator role focused on managing and improving financial systems including Oracle E-Business Suite and SAP Concur. The position supports system integrations, upgrades, automation of financial workflows, and technical troubleshooting to improve financial operations and reporting accuracy. Candidates should have hands-on experience with financial systems administration, Excel, and accounting workflows. 🗂️ Requirements: Associate's degree in Computer Science, Accounting, or related field, 2+ years of experience configuring or managing Oracle Financials E-Business Suite or similar systems, Familiarity with financial accounting and accounting workflows, Strong MS Excel proficiency, Experience troubleshooting technical system issues, Ability to support and maintain financial systems and integrations 📃 Skills: Oracle, Concur, Excel, VBA, Kofax, Unix, Linux, Windows, Cognos, IBM 🏢 Description: WHO WE ARE Consumer Reports is an independent, nonprofit organization dedicated to a fair and just marketplace for all. CR is known for rigorous testing and trusted ratings on thousands of products and services. The organization reports on consumer trends and challenges, surveys millions of people in the U.S. each year, and advocates for consumer rights through evidence-based research and collaboration with policymakers and companies. Consumer Reports offers medical benefits starting on the first day of employment, including behavioral health coverage, family planning, and a generous 401K match. OVERVIEW CR's Accounting/Finance team manages the organization's financial health and reporting. The Financial Systems Administrator serves as the technical backbone of the division, ensuring the integration, evolution, and maintenance of the financial ecosystem to support accurate data and strategic decision-making. In this role, you will report to the Manager, Financial Systems and focus on managing the lifecycle of systems such as Oracle E-Business Suite and SAP Concur. Responsibilities include leading system upgrades, automating manual workflows to reduce time-to-close, and serving as a technical partner to support and educate employees. This is a hybrid position with an expectation of on-site work at least one day per week. The role is not eligible for sponsorship, visa support, or relocation assistance. How You'll Make An Impact By ensuring the accuracy of financial data and maintaining the health of the financial ecosystem, this role enables the organization to fully leverage its financial tools and maintain operational excellence. Responsibilities include: - Providing technical support for Oracle Financials, Kofax Markview, Concur, and related business systems - Identifying opportunities for new and existing technologies - Monitoring and maintaining systems supporting Oracle Financials - Reviewing expense report exceptions - Assisting with upgrades and implementations of financial systems and interfaces - Troubleshooting complex technical problems and initiating resolutions - Writing computer programs, macros, and scripts to enhance and integrate technologies - Participating in vendor meetings to assess technologies and upgrades - Supporting strategic goals for the Finance division ABOUT YOU Preferred qualifications and experience include: - Associate's degree in Computer Science, Accounting, or related field - Minimum two years of hands-on experience with Oracle Financials E-Business Suite or similar systems - Familiarity with financial accounting and accounting workflows - Strong MS Excel proficiency including XLOOKUP, INDEX(MATCH), and IFS functions - Experience editing VBA - Bachelor's degree preferred - Experience with Oracle E-Business Suite and Concur Travel & Expense - Understanding of Unix, Linux, and Windows environments - Experience with network infrastructure and integrating disparate systems - Experience configuring Concur and writing IBM Cognos Business Intelligence reports - Ability to resolve user problems and support technical operations - Strong collaboration and teamwork skills FAIR PAY AND A JUST WORKPLACE Consumer Reports is committed to fair and transparent pay practices. The target salary range for this position is $77,044.038 to $79,911.986, depending on qualifications, skills, and experience. Consumer Reports is an equal opportunity employer and provides reasonable accommodation throughout the application and hiring process.

🏢 Summary: Senior Operations Specialist role focused on building AI-powered operational solutions, leading cross-functional projects, and improving internal workflows in a high-growth AI environment. The position combines operations, automation, analytics, and project ownership to support scalable company growth. 🗂️ Requirements: 4+ years experience in operations, consulting, or high-ownership roles, End-to-end project ownership experience, Experience diagnosing problems and driving cross-functional change, Ability to build and deploy AI agents or multi-step automations, Experience with APIs and SaaS platforms, Experience with workflow automation tools, Experience with AI coding tools, Strong analytical skills, Experience in high-growth startup environments 📃 Skills: Python, SQL, APIs, Zapier, Make, n8n, Airflow, Claude, Cursor, BigQuery, Looker, dbt, Fivetran 🏢 Description: Who We Are Lightning AI is the company behind PyTorch Lightning. Founded in 2019, we build an end-to-end platform for developing, training, and deploying AI systems—designed to take ideas from research to production with less friction. Through our merger with Voltage Park, a neocloud and AI Factory, Lightning AI combines developer-first software with cost-efficient, large-scale compute. Teams get the tools they need for experimentation, training, and production inference, with security, observability, and control built in. We serve solo researchers, startups, and large enterprises. What We're Looking for Lightning AI is looking for a Senior Operations Specialist to sit within our centralized Operations Team. The role of the Ops team at Lightning is to enable Lightning to operate with greater velocity, efficiency, connectivity, and context. There are three motions this role will take: - Classic operator: understand problems with analytical rigor and empathy-driven intuition, and deliver high-impact solutions that unblock growth. - Project owner: build plans, align cross-functional teams, and drive results through communication and impact tracking. - Solutions builder: code and build solutions from scratch, iterate based on feedback, and ensure sustainability. AI is central to the role through agents, workflows, connections, and automation. Who You Are You thrive in high-agency environments with minimal direction. You are skilled at cross-functional collaboration, solving root problems sustainably, and operating with reliability and low ego. What You'll Do - Take end-to-end ownership of projects that unblock company growth. - Partner with teams across the organization to identify friction and build scalable AI-powered internal tools. - Collaborate with embedded operators across PeopleOps, SalesOps, LegalOps, and other teams. - Support central Ops initiatives such as Business Health, Internal Communications, and Company Event Planning. - Maintain internal Ops documentation and organizational context. - Solve ambiguous, time-sensitive operational problems and build durable systems. - Measure impact using a data-driven approach and continuously iterate. Required Qualifications - 4+ years of experience in operations, consulting, or high-ownership roles. - Demonstrated end-to-end project ownership. - Experience diagnosing problems and driving change across stakeholder groups. - Ability to build and deploy AI agents or multi-step automations. - Experience with third-party APIs, SaaS platforms, workflow automation tools, and AI coding tools. - Strong analytical thinking. - Experience in high-growth startup environments. Nice to Haves - Proficiency in SQL and/or Python for data extraction, analysis, and scripting. - Familiarity with the modern data stack including BigQuery, Looker, dbt, and Fivetran. - Experience in product-led or developer-tool companies. - Experience in centralized Ops or Center of Excellence models. Compensation The anticipated annual base salary range for this role is $140,000—$160,000 USD. Eligible employees may also receive discretionary bonuses, equity, and comprehensive benefits. Benefits and Perks - Comprehensive medical, dental, and vision coverage - Retirement and financial wellness support - Generous paid time off and holidays - Paid parental leave - Professional development support - Wellness and work-from-home stipends - Flexible work environment Lightning AI is committed to fostering an inclusive and diverse workplace and providing equal employment opportunities.

🏢 Summary: Strategic Finance Business Partner role supporting Sales & Marketing as the commercial finance lead for a SaaS energy intelligence platform. The position owns revenue forecasting, quota-setting, commercial metrics, and GTM financial modeling while partnering with executive leadership to drive growth strategy and performance insights. This is a high-impact, remote-first role focused on SaaS revenue analytics, financial modeling, and cross-functional commercial integration. 🗂️ Requirements: 5+ years in FP&A, strategic finance, investment banking, or management consulting, At least 2 years supporting commercial/GTM teams in SaaS, tech-enabled services, or B2B software, Expert-level financial modeling skills, Deep knowledge of SaaS and recurring revenue metrics (ARR, MRR, NRR, GRR, ACV, TCV, CAC, LTV, payback, pipeline coverage), Experience with quota-setting, territory planning, or incentive compensation design, Advanced proficiency in Excel or Google Sheets, Experience with Salesforce and BI tools, Ability to work autonomously in fast-paced, post-merger environment 📃 Skills: Excel, Google Sheets, Salesforce, Tableau, PowerBI, SQL, Python, Abacum, Pigment, Adaptive Planning, Financial modeling, Forecasting, SaaS metrics, BI, AI, Automation 🏢 Description: Who We Are Arcadia is the AI-powered energy intelligence platform for businesses. We replace fragmented tools and manual workflows with one platform to pay utility bills, buy energy, and advance sustainability — across every location, at enterprise scale. Trusted by Fortune 2000 companies, Arcadia combines unified data, AI-powered analytics, and expert advisory to help enterprise teams save money, mitigate risk, and cut carbon. We deliver this through three comprehensive solutions: Utility Bill Management: Automating the entire utility bill lifecycle — from data capture and validation to payment processing and auditing. Energy Procurement Advisory: Bringing together comprehensive data, AI-powered analytics, market expertise, and a strong partner network to make sophisticated procurement options accessible to all. Sustainability Reporting — Verified emissions data with seamless integration into leading sustainability platforms. What we're looking for: We are seeking a strategic and analytically rigorous Finance Business Partner to join the Strategic Finance / FP&A team as our dedicated commercial finance lead for our Sales & Marketing function. This individual will own revenue and sales forecasting, quota-setting, and commercial metrics for the combined Arcadia and ENGIE Impact go-to-market organization, serving as the connective tissue between Finance, Sales, Marketing, and Customer Success. This is a high-visibility, high-impact role for a finance professional who thrives at the intersection of data and strategy. You will partner directly with the Chief Commercial Officer and GTM leadership to translate business performance into financial insight and financial targets into commercial plans. What you'll do: Own the end-to-end revenue forecast model for the commercial organization, integrating pipeline data, bookings, churn, and expansion assumptions across all GTM segments. Serve as the primary finance business partner to the CCO, VP of Sales, and GTM leadership, translating financial data into actionable insights that drive quota attainment, headcount decisions, and growth strategy. Lead the annual quota-setting and territory planning process in close partnership with Sales Operations, ensuring alignment between top-down revenue targets and bottoms-up sales capacity modeling. Build and maintain dashboards tracking key commercial metrics (ARR, NRR, ACV, win rates, CAC, LTV, payback period, pipeline coverage) and deliver regular reporting to the CFO and executive team. Support QBRs, board materials, and investor-facing narratives with GTM financial performance analysis and forward-looking commentary. Partner with Marketing to develop spend efficiency models, track CAC by channel and segment, and assess pipeline contribution from demand generation programs. Drive financial integration work across the Arcadia and ENGIE Impact commercial teams, including harmonizing revenue definitions, CRM data standards, and go-to-market reporting. Lead ad-hoc strategic analyses, including pricing and packaging scenarios, market expansion modeling, and M&A revenue diligence. Continuously improve FP&A processes, tools, and automation in partnership with RevOps, Sales Ops, and the broader Finance team. What will help you succeed: Must-haves: 5+ years of progressive experience in FP&A, strategic finance, investment banking, or management consulting; at least 2 years supporting a commercial or GTM organization in a SaaS, tech-enabled services, or B2B software environment. Expert-level financial modeling skills. Deep fluency in SaaS and recurring revenue metrics: ARR/MRR, NRR, GRR, ACV, TCV, CAC, LTV, payback period, magic number, and pipeline coverage ratios. Demonstrated experience supporting quota-setting, territory carving, or incentive compensation design in partnership with Sales Operations. Strong data skills - proficiency in Excel/Google Sheets at a minimum; experience with Salesforce and BI tools (e.g., Tableau, PowerBI) strongly preferred. Outstanding communication and executive presence. A genuine interest in leveraging AI and automation within FP&A workflows. Ability to operate with high autonomy in a fast-moving, post-merger environment. Nice-to-haves: Prior experience modeling revenue for businesses with mixed revenue types, including subscription, usage-based, non-recurring, and treasury revenue. Experience at an energy, sustainability, or climate technology company. Familiarity with utility bill management, energy procurement, or sustainability reporting. Experience supporting commercial integration following an M&A transaction. Experience with financial planning tools (e.g. Abacum, Pigment, Adaptive Planning). Experience identifying and implementing AI-driven automation opportunities. SQL and/or Python experience. MBA or CFA designation. Benefits: "Remote first" culture - work anywhere in the US with reliable internet connection Flexible PTO with no accrued hours and no limit for exempt employees 11 annual holidays 10 days sick leave Up to 2 weeks bereavement leave 2 volunteer days off 2 professional development days off Parental leave benefits for all parents 75-95% employer cost coverage for medical, dental, and vision benefits for employees and dependents Target Annual Compensation Range: $97,000 to $175,000 plus competitive benefits and bonus component. Please note that visa sponsorship is not available for this position at this time.

🏢 Summary: Senior Software Engineer role focused on digital payments modernization and card network integration within a major U.S. financial institution. The position involves building and optimizing backend payment services, performance testing frameworks, and cloud-native application modernization using Java, PostgreSQL, and OpenShift. The role also supports PCI-compliant event-driven architectures and scalable enterprise payment systems. 🗂️ Requirements: 5+ years of software engineering experience, Professional experience with Java, Knowledge of Oracle or PostgreSQL, Experience with containerized environments, Experience with OpenShift or Kubernetes, Experience with enterprise application servers, Enterprise-level performance testing experience, Experience with load testing and performance profiling, Ability to build test frameworks, Knowledge of distributed systems, Understanding of PCI compliance, Experience with event-driven architectures, Strong communication skills, Ability to work in matrixed environments, Bachelor’s degree or equivalent experience 📃 Skills: Java, Oracle, PostgreSQL, OpenShift, Kubernetes, Tomcat, WebSphere, PCI, GitHub, Copilot, PGLogical, SQL 🏢 Description: We are seeking a Senior Software Engineer to join a high-impact digital payments modernization program supporting the integration of a major card network into one of the largest financial institutions in the United States. This is a hands-on engineering role at the intersection of legacy and modern infrastructure, where you will contribute to both the reliability of mission-critical payment systems today and help shape the architecture that will power them tomorrow. You will work across scalable backend services, performance testing frameworks, and application engineering — with real opportunity to grow your skills on modern cloud-native technologies as the program evolves. WHAT YOU'LL DO Scalability, Performance Testing & Validation - Design and execute enterprise-grade performance testing strategies for payment processing services, defining frameworks, tooling, and success criteria from the ground up. - Identify performance bottlenecks across legacy and modern service layers and drive measurable improvements through analysis and targeted optimization. - Instrument and validate services running on Java, Oracle, Tomcat, and WebSphere as well as modern workloads running on PostgreSQL and OpenShift. - Collaborate with backend engineers to ensure scalability requirements are met across all environments prior to release. - Translate performance findings into clear recommendations for engineering leads and stakeholders. Application Engineering - Build and maintain full-stack backend services supporting card network integration, working primarily in Java with PostgreSQL and OpenShift Container Platform (OCP). - Contribute to application modernization efforts, migrating and re-platforming services from legacy infrastructure to cloud-native environments. - Leverage AI-assisted development tooling (including GitHub Copilot) to improve development velocity and code quality. - Participate in code reviews, architectural discussions, and cross-team technical planning sessions. General Engineering - Support PCI data purging pipelines and event-driven architecture patterns including token removal and event consumption. - Work with event-driven services running on OpenShift and Oracle and PostgreSQL backends to support data lifecycle and compliance requirements. - Serve as a flexible, senior contributor across teams where engineering depth and experience are needed most. REQUIRED SKILLS & EXPERIENCE Core Engineering - 5+ years of professional software engineering experience, primarily in Java. - Strong working knowledge of relational databases — Oracle and/or PostgreSQL required. - Experience deploying and operating services in containerized environments (OpenShift, Kubernetes, or equivalent). - Familiarity with legacy enterprise application servers — Tomcat and/or WebSphere experience a plus. Performance Engineering - At least one enterprise-level performance testing engagement — defining strategy, selecting tooling, executing tests, and presenting findings. - Experience with performance profiling, load testing, and bottleneck resolution in high-throughput, distributed systems. - Ability to design logical, streamlined test frameworks from scratch and operate with minimal guidance. Payments & Financial Services - Background in digital payments, card processing, or financial services technology strongly preferred. - Understanding of PCI compliance requirements and secure data handling practices. - Familiarity with event-driven architecture patterns and OpenShift-based eventing. Collaboration & Communication - Demonstrated ability to work effectively in large, matrixed program environments with multiple teams and stakeholders. - Strong written and verbal communication skills; able to translate technical complexity for non-technical audiences. - Comfortable operating in environments with evolving requirements and ambiguity. NICE TO HAVE - Experience with PGLogical or PostgreSQL logical replication. - Exposure to AI-assisted development tools (GitHub Copilot or Claude). - Prior work on bank or card network integration programs. - Experience working in segregated or air-gapped development environments. Benefits include competitive compensation, professional development opportunities, and flexible work arrangements. Minimum Degree Required: Bachelor's Degree, or equivalent combination of specialized training and progressively responsible technology experience.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while embedding AI into financial processes. It partners cross-functionally to optimize performance, support growth strategies, and ensure financial excellence at scale. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with financial modeling, forecasting, and analysis, Knowledge of regulatory compliance in regulated environments (503A/503B), Executive-level financial reporting experience, Strong analytical and strategic decision-making abilities 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Build risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial planning processes to improve forecasting accuracy, scalability, and workflow efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee budgeting processes aligned with strategic goals and financial targets. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance, collaborative team culture focused on innovation and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear analyses and strategic recommendations using AI-enhanced data visualization tools. Innovation and Growth - Drive development and execution of financially sound growth strategies. - Ensure all financial activities comply with 503A/503B regulatory standards. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and executive communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Benefits: Comprehensive benefits package including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, regular movement around the office and corporate campus, and the ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.