Head of Lending

🏢 Summary: Senior Product Manager role focused on driving product platform initiatives in a fintech environment, owning product strategy, roadmaps, analytics, and cross-functional execution for B2B2C products. The position involves collaborating with engineering, design, and go-to-market teams to deliver scalable, data-driven financial products and improve customer adoption and conversion. 🗂️ Requirements: 6+ years of B2B or B2B2C product management experience, Proven track record of shipping high-performing products, Ability to write SQL queries, Experience building Mixpanel dashboards, Experience working with customer insights and quantitative data, Ability to navigate technical trade-off discussions with engineering teams, Ability to collaborate with UX and design teams, Strong communication and cross-functional collaboration skills, Experience prioritizing based on customer and revenue impact, Ability to work in a fast-paced hybrid environment 📃 Skills: SQL, Mixpanel, ProductManagement, Analytics, UX, FinTech, Roadmapping, DataScience 🏢 Description: WHO WE ARE Nova Credit is a credit infrastructure and analytics company that enables businesses to grow responsibly by harnessing alternative credit data. The company leverages its unique data infrastructure, industry-leading analytics and FCRA-compliance to help lenders fill gaps in traditional credit analytics. Nova Credit provides access to consumer financial data and transforms it into compliant, actionable risk analytics through solutions designed to increase conversion, speed, and reliability. Nova Credit offers a dynamic and inclusive work environment where employees can impact financial inclusion through technology. THE OPPORTUNITY We're seeking a dynamic Senior Product Manager with 6+ years of experience to join our innovative team. This Senior Product Manager will primarily drive Product Platform initiatives and may also support initiatives across two core verticals. This role involves managing the product lifecycle from ideation to launch and beyond. The ideal candidate thrives in a fast-paced, B2B2C environment and engages deeply with customers to transform needs into impactful product requirements. Collaboration with engineering, design, and go-to-market teams is essential. Key responsibilities include: - Defining product strategy for assigned verticals - Developing detailed product roadmaps - Ensuring timely execution and high-quality product delivery - Driving product adoption - Conducting performance analysis for continuous improvement This is a hybrid full-time role based in the New York Metropolitan area, reporting to the Head of Product. Relocation support is available. WITHIN THE FIRST MONTH, YOU'LL: - Become familiar with all products on Nova Credit's platform - Build cross-functional partnerships across Design, Engineering, Data Science, Pre-Sales, Post-Sales, and Solutions Architecture - Participate in customer calls and review feedback - Analyze product metrics and company KPIs - Deliver at least one key roadmap feature WITHIN THE FIRST QUARTER, YOU'LL: - Understand the business model, products, customer needs, and competitors - Maintain a prioritized product roadmap aligned with company goals - Set quarterly product goals WITHIN THE FIRST YEAR, YOU'LL: - Become a subject matter expert in your area - Launch and iterate on multiple product initiatives - Build strong relationships with internal partners and customers - Contribute to product culture and long-term product vision YOUR SKILL SET: - Minimum 6 years of B2B or B2B2C product management experience - Proven track record of shipping high-performing products - Ability to write SQL queries and build Mixpanel dashboards - Strong customer communication and data synthesis skills - Ability to navigate technical trade-offs with engineering teams - Ability to collaborate with design teams on UX decisions - Strong communication and interpersonal skills - Ability to balance speed, quality, and long-term vision - Bias toward action and problem-solving in ambiguous environments SAMPLE PROJECTS: - Scaling sandbox environments and customer testing suites - Improving internal and external product analytics - Building new integration options across products - Supporting ad-hoc initiatives across lending, property management, and partnerships BONUS QUALIFICATIONS: - Deep FinTech knowledge, especially in credit and risk domains using consumer-permissioned or credit data COMPENSATION AND BENEFITS: - Base salary range: $176,800 - $216,000 - Equity grants and incentive compensation for eligible roles - Professional development opportunities - Flexible PTO and tenure rewards - Employer-subsidized medical, dental, and vision plans - Mental health and wellness benefits - Additional benefits and perks Nova Credit is an equal opportunity employer and encourages qualified candidates to apply.

🏢 Summary: This role combines financial operations, investor reporting, go-to-market strategy, and talent scaling within a high-growth SaaS environment. The position owns core finance processes, prepares board materials, supports B2B/AI growth strategy, and leads full-cycle technical recruiting and event planning. It requires hands-on experience building systems across finance, operations, and talent in technology companies. 🗂️ Requirements: Bachelor’s degree in Economics or related field, 2 years of experience in the job offered or related role (e.g., Senior Associate/Analyst), At least 1 year of experience preparing board presentations and investor materials with metrics reporting, At least 1 year of experience building and evolving financial operations, At least 1 year of experience developing go-to-market strategy for B2B or AI-driven products, At least 1 year of experience conducting voice of customer research and market demand analysis, At least 1 year of experience building and scaling organizational systems or functions (talent, finance, operations), At least 1 year of experience conducting interviews with technical and non-technical stakeholders 📃 Skills: FinancialOperations, SaaS, MetricsReporting, GoToMarket, B2B, AI, MarketResearch, VoiceOfCustomer, RegulatoryCompliance, TechnicalRecruiting, AccountsReceivable, AccountsPayable, SalesEnablement 🏢 Description: Duties: Own and operate core financial functions within the business (e.g., accounts receivable, accounts payable, department expense management) Prepare quarterly board presentations and investor materials, reporting on SaaS metrics and company-wide focus areas Create sales collateral and strategy materials that can be leveraged for sales enablement efforts Lead end-to-end planning and execution of offsites and team events Partner with legal to manage regulatory compliance programs Scale the talent function from ad hoc hiring to a structured, systems-driven recruiting engine Lead full-cycle technical recruiting (outbound, inbound, agency coordination) Lead planning of events with other tech startups in NYC to attract top talent into the business Role Requirements: Education Required: Bachelor or foreign equivalent in Economics or related fields Experience Required: 2 years' experience in job offered or related occupations (e.g. Senior Associate/Analyst) Special Requirements: Must have at least 1 year of prior work experience in each of the following: Preparing board presentations and/or investor materials, reporting on metrics and focus areas Helping build and evolve financial operations across areas of the business Developing go-to-market strategy for B2B technology or AI-driven products Conducting voice of customer research and market demand analysis to inform growth strategy for technology companies Building and scaling systems or functions for an organization (e.g., talent, finance, operations) Conducting interviews across stakeholder groups of technical and non-technical backgrounds Work Site: 36 W 25th Street, Floor 16, New York, NY 10010 Compensation: $140k-$160k Salary Benefits Top of the line health, dental and vision insurance, with 100% premium covered 401k matching Free lunch in office Monthly team dinner (we have a lot of foodies) for each office Commuter benefits

🏢 Summary: Client Success role focused on driving adoption, retention, and growth of a data automation platform within Tier 2 and growth financial services accounts. The position partners with senior stakeholders to deliver value, lead governance, conduct demos and workshops, and identify expansion opportunities. It requires strong capital markets knowledge and experience with financial services technology. 🗂️ Requirements: 5–7 years’ experience in financial services, Experience in financial services software, client success, or middle office operations and transformation, Proven track record with tier 2 and key buy- and sell-side institutions, Understanding of capital markets or post-trade technology, Knowledge of financial market regulations (CFTC, SFTR, EMIR, Trade Reporting), Ability to lead senior stakeholder meetings and governance sessions, Strong presentation and communication skills, Ability to travel up to 25% 📃 Skills: CapitalMarkets, PostTrade, CFTC, SFTR, EMIR, TradeReporting, SaaS, DataAutomation, Cloud, AI 🏢 Description: About Us Duco is on a mission to reduce the time spent on data-related work by 90%. Our enterprise data automation platform empowers teams to work more efficiently and meaningfully by giving them the ability to automate data controls with the latest technology, such as no-code, the cloud, and AI. We help firms to start trusting their data, by giving them one intuitive platform to automate the front-to-back processing of all kinds of data (from structured Excels and RTFs to unstructured PDFs and emails). This eliminates the boring manual work across the data lifecycle and enables firms to act faster, work smarter, save money, reduce risk and comply with regulatory requirements. We're headquartered in London and have offices in New York, Wroclaw, Singapore, and Antwerp. We're proud to call some of the largest global financial institutions our clients, including over 15 of the world's largest international banks, as well as brokers, exchanges, asset managers, hedge funds, administrators, service providers and corporates.The Role You will be joining the Client Success Team, focused on some of Duco's most important Tier 2 and growth Accounts on both the buy and sell sides. Reporting to the Regional Head of Client Experience, your ultimate goal is to drive further adoption of the Duco platform, both through existing and new use cases. Primary Responsibilities Lead Retention and Adoption in your Accounts, enable them on the Duco platform and help them achieve their desired outcomes: Resulting in product adoption, increased usage, retention and accelerated growth. Understanding the Client's business objectives and articulating value realisation back to the Client. Identify opportunities for expansion, services and training. Partnering with account management to build a business case. Build and maintain trusted advisor relationships with relevant and senior stakeholders: Lead governance meetings with the relevant and senior stakeholders. Handle strategic account conversations and guide Senior Stakeholders on industry best practices. Develop robust knowledge and understanding of Duco's Solution Offering: Firm understanding of how Duco can help solve our Client's pain points and drive value. Perform demos and training on Duco's modules/offerings and connect the dots on how different parts of Duco can help address Client needs. Hold Client workshops, providing stakeholders on industry and Duco best practices. Be the voice of the Client within Duco. Collaborate cross-departmentally to drive Duco to help our clients achieve their desired results and deliver value: Work closely with Product and Proposition leadership to contribute ideas to the strategic roadmap Partner with Professional Services to deliver implementation and growth projects We are looking for someone with: 5 to 7 years' experience in financial services, preferably in financial services software, client success or middle office operations and transformation roles within financial institutions A track record of success in tier 2 and key sell and buy side institutions An understanding of capital markets or post trade technology Awareness of relevant financial market regulations such as CFTC, SFTR, EMIR, and Trade Reporting Strong presentation and communication skills so that you can explain concepts and user stories with confidence Approach problems with a practical mindset, focusing on realistic solutions that are both effective and efficient. Ability to travel 25% of the time Benefits: An annual base salary between $90,000 and $100,000 based on experience and qualifications Success Share or Commission bonus payments Healthcare insurance or Flexible Spending Accounts (FSA) 401(k) Retirement Plan Unlimited annual holiday, because we trust our people to manage their own time off Enhanced family leave Employee Assistance Programme Commuter benefit 4 Volunteering days off Flexible working policy (3 days per week in office) Home working allowance Opportunity to work abroad for up to 6 weeks per year Personal learning and development opportunities Referral bonus if we hire someone great who you've recommended to us Spot Rewards Employee of the Month and Employee of the Year awards Want to do a little more research before you apply? Head over to our Glassdoor page to learn about our benefits, culture and to find out what our team thinks about life at Duco. You can also find out more about us on LinkedIn Disclaimer Because we are committed to inclusivity, we strive to provide equitable opportunities for everyone. If you require accommodation during the recruitment process, please let us know at talent@du.co. Include your contact information, the role you're applying for, and how we can accommodate you. During the interview process and after hire, Duco does not discriminate on the basis of race, colour, gender or gender expression, sexual orientation, marital or pregnancy status, national origin, age, disability, religion or creed, socioeconomic background or status, size, or any other protected characteristic.

🏢 Summary: Leadership role responsible for scaling and modernizing a cloud-native credit platform, overseeing multiple engineering teams building resilient, high-availability distributed systems. The position drives architectural decisions, engineering standards, and operational excellence in a regulated fintech environment. Focused on delivering secure, scalable credit products through strong technical and execution leadership. 🗂️ Requirements: 10+ years of software engineering experience, 5+ years leading engineering managers or multiple teams, Experience building and scaling distributed systems, Experience with cloud-native environments (AWS preferred), Strong background in microservices architectures, Experience with high availability systems, Experience in regulated or compliance-sensitive environments 📃 Skills: AWS, Microservices, DistributedSystems, CloudNative, HighAvailability, SystemDesign, Architecture, Fintech, Credit, Compliance 🏢 Description: Marqeta is looking for a Director, Software Engineering to lead and evolve our Credit platform. This is a critical leadership role responsible for scaling the next generation of innovative credit products that power modern fintech experiences. You will lead multiple engineering teams responsible for building, operating, and modernizing core components of our credit platform. This role requires a leader who sets a high bar, moves with urgency, and brings clarity in complex environments. You will partner closely with Product, Data, Risk, Compliance, and Operations to define strategy, drive execution, and deliver resilient, secure, and highly available systems at scale. We work Flexible First. This role can be performed remotely in the United States, only in one of our National locations, which you can review here. The Impact You’ll Have Lead and develop multiple engineering teams responsible for core credit capabilities. Drive platform resiliency, scalability, and operational excellence. Partner with Product to shape roadmap, sequencing, and delivery strategy. Establish clear engineering standards around quality, reliability, testing, and documentation. Improve execution rigor including planning, sprint hygiene, and measurable outcomes. Lead architectural discussions and make high quality technical decisions. Stay close to the codebase and system design while empowering teams to execute. Recruit and develop top engineering talent and actively build bench strength. Create a culture of ownership, accountability, and continuous improvement. Who You Are 10+ years of engineering experience with 5+ years leading engineering managers or multiple teams. Experience building and scaling distributed systems in cloud native environments, preferably AWS. Strong background in microservices architectures and high availability systems. Proven ability to operate in regulated or compliance sensitive environments. Experience in fintech strongly preferred; credit domain experience is a plus but not required. Demonstrated track record of raising engineering standards and improving execution discipline. Comfortable navigating ambiguity while driving clarity and momentum. High personal standards and a bias toward action. What Will Set You Apart Experience building or scaling credit products such as underwriting, ledgering, servicing, or transaction processing. Experience improving platform resiliency such as multi region architectures. Track record of evolving teams from good to great. Masters Degree in Computer Science. Your Manager Rahul Rana Recruiter For This Role Prashant Sharma Typical Process Application Submission Recruiter phone call Hiring manager video call Virtual “Onsite” consisting of 4-5, 45 min calls Offer! Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to the National tier within the United States: National: A baseline tier that applies to most of the geographic territory of the United States. Visit this page or consult with a Recruiter to determine which tier would be applicable to you. When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is: National: $242,400 - $303,000 We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers Multiple health insurance options Flexible time off – take what you need Retirement savings program with company contribution and after tax contributions Equity in a publicly-traded company and an Employee Stock Purchase Program Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave Free therapy sessions, financial and professional coaching, and legal advice Monthly stipend to support our remote work model Annual “development dollars” to support our people growth and development Through Flex First, the freedom to live and work wherever you and your family thrive About Marqeta Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all. Marqeta’s Values – Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do. – Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish. – Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes. – Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team. – Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right. Equal Employment Opportunity, Accommodations and Privacy Marqeta is an equal opportunity employer committed to an inclusive workplace that fosters belonging. We do not discriminate based on race, color, religion, sex (including pregnancy, lactation, childbirth, or related medical conditions), veteran status or uniformed service member status, age, national origin or ancestry, citizenship or immigration status, physical or mental disability, gender identity, gender expression, sexual orientation, genetic information (including testing or characteristics) or any other characteristic protected by applicable law. We also consider qualified applicants with criminal histories, consistent with legal requirements. Marqeta endeavors to make reasonable accommodations for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please submit this form with your specific accommodation request. Personal data that is provided as part of the application and recruitment process is processed in accordance with the Applicant Privacy Notice. Additional information for California residents can be found here.

🏢 Summary: The offer is for a Fraud Analyst role focused on investigating and resolving fraud cases across credit card, lending, and investor products within a fintech environment. The position involves analyzing suspicious activities, using AI-driven fraud detection tools, engaging with customers, and ensuring regulatory compliance. The role also contributes to improving fraud controls, policies, and detection strategies. 🗂️ Requirements: High School diploma or GED, 1+ year experience in financial services, Knowledge of fraud detection systems (LexisNexis, Emailage, ThreatMetrix, Sentilink), Basic understanding of AI-driven fraud detection and Machine Learning model scores, Familiarity with credit card and lending regulations (Fair Lending, FCRA), Advanced experience reviewing documents for authenticity, Strong analytical and critical thinking skills, Ability to work independently with limited supervision 📃 Skills: LexisNexis, Emailage, ThreatMetrix, Sentilink, AI, MachineLearning, KYC, FraudDetection, RiskAnalysis, Compliance 🏢 Description: Your role in our mission Prosper is seeking smart, energetic professionals to join our Fraud Team. We are rapidly growing our business and are seeking an individual to help build a best-in-class fraud process. Must be extremely detail oriented. How you’ll make an impact Review and analyze fraud cases across multiple products, including credit cards, lending and investor products. Conduct detailed investigation and analysis of collected information from multiple sources (i.e. database records, KYC documentation, external search engines and open-source websites) to determine level of risk associated with suspicious transactions, applications, and account activity. Engage with customers via phone and/or email to verify application details and/or review transaction activity for accuracy and legitimacy. Make critical decisions on case resolution and actions, including account closure, and/or law enforcement engagement recommendations. Identify patterns and trends in fraudulent activity to develop actionable insights and recommend preventive measures. Monitor and utilize AI fraud detection tools, machine learning model scores, and alert systems to detect potential fraud in real-time. Work closely with internal teams, including risk management, operations, compliance, and customer service, to resolve fraud cases efficiently. Communicate investigation findings and outcomes clearly and concisely to relevant parties, including senior management. Maintain detailed records of investigations, findings, and resolutions in compliance with regulatory and internal standards. Ensure all investigations comply with applicable laws, regulations, and internal standards, including Fair Lending and Fair Credit Reporting Acts. Ensure compliance with industry regulations and company policies when handling information. Support leadership for audit and compliance reviews by providing detailed documentation and insights into fraud cases and trends as needed. Contribute to the development and enhancement of fraud policies and procedures for credit card, lending and investor products. Participate in monthly reviews of fraud controls, processes, and systems to identify gaps and areas for improvement. Stay informed and aware of emerging fraud schemes, industry best practices, and regulatory requirements to strengthen fraud investigation measures. Test and provide feedback on fraud detection strategies to enhance their effectiveness. Proactively learn and adopt AI-enhanced tools to streamline manual reviews and improve accuracy of fraud trend identification. Skills that will help you thrive Strong attention to detail and critical thinking to drive judgement based problem-solving through analytical thinking. Knowledge of fraud detection systems and tools, such as LexisNexis, Emailage, ThreatMetrix, Sentilink. Basic understanding of AI-driven fraud detection and a strong interest in utilizing Machine Learning model scores to prioritize investigation workflows. Familiarity with credit card and lending industry regulations and practices. Excellent communication skills to include verbal and written documentation of customer interactions and investigation findings. Able to work independently with limited supervision in a professional, proactive, and solution-oriented manner to support business objectives. Positive and able to thrive in a dynamic and fast-paced hybrid environment. Advanced experience reviewing documents for authenticity. Detail-oriented with a focus on accuracy and thoroughness in investigations. 1+ years’ experience in financial services industry. 1+ years’ experience as fraud analyst or investigator is a plus. Must have High School diploma or GED. Resources to help you prosper A connected experience: We prioritize high-touch collaboration and flexibility. Whether you are working from our San Francisco or Phoenix offices or joining us as a fully remote team member, we provide the digital-first tools and intentional culture to keep you synced and supported. Invested in your future: A competitive salary and a 401(k) with a 5% company match to help you build long-term financial security. Holistic well-being: We provide the resources you need to thrive, from flexible time off and paid parental leave to an annual wellness allowance and comprehensive health coverage. Professional & personal growth: Take advantage of a suite of premium perks, including Udemy access, childcare assistance, pet insurance, and additional savings through Beneplace.

🏢 Summary: Engineering Manager role leading a client-facing team responsible for delivery and site operations of a financial services web platform, with a strong focus on AI-augmented workflows and engineering excellence. The position combines technical leadership, SRE practices, and modernization of development processes through automation and AI tooling. This is a hybrid role requiring collaboration with cross-functional teams and direct client engagement. 🗂️ Requirements: 3+ years of engineering management experience, Experience managing and mentoring software engineers, Proficiency in JavaScript/TypeScript, HTML/CSS, React, Node.js, Understanding of web application architecture (client-server, RESTful services, microservices), Experience with code reviews and testing strategies (unit, integration, end-to-end), Experience with Agile/Scrum methodologies, Familiarity with CI/CD pipelines and deployment tooling, Experience with AI-assisted development tools, Familiarity with agentic workflows or automation frameworks, Understanding of web analytics tools, Familiarity with SQL and NoSQL databases, Knowledge of WCAG accessibility standards, Familiarity with SOC2 processes and controls, Understanding of OWASP guidelines and data protection regulations 📃 Skills: JavaScript, TypeScript, HTML, CSS, React, Node.js, REST, Microservices, CI/CD, Harness, GitHub, GitHubActions, Copilot, Cursor, Claude, SQL, NoSQL, GoogleAnalytics, Mixpanel, WCAG, SOC2, OWASP, GDPR, CCPA, Agile, Scrum 🏢 Description: This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp. This role requires a hybrid schedule and will be based in our South Charlotte, NC or New York, NY office (Tuesday through Thursday) and optional remote days on Mondays and Fridays each week. Red Ventures Growth and Transformation partners with financial institutions to build digital products, customer platforms, and marketing technology solutions that drive acquisition, deepening, and retention. Red Ventures is looking for a technically strong, growth-minded Engineering Manager to lead a client-facing engineering team within our Banking Client Services organization. You’ll own the engineering delivery and site operations for a financial services’ web presence, leading a small team today with a clear path to growth as the client partnership expands. What sets this role apart: you’ll operate at the intersection of client-facing engineering leadership and modern AI-augmented workflows. Our teams are actively integrating agentic tooling and automation into how we code, manage tickets, maintain compliance, and solve problems alongside our business and data science partners. We’re looking for someone who is energized by this shift and ready to lead a team through it. This role reports to the Director of Engineering and will serve as the technical lead on client engagements when needed, with the Director’s support. The ideal candidate has strong communication instincts and the desire to grow into an increasingly senior client-facing leadership role over time. Travel to partner locations is an expected component of this role to support relationship management and business objectives. Curious how Growth and Transformation fits into Red Ventures? Click here. What You’ll Do: Team & Client Leadership Lead a team of software engineers responsible for the engineering delivery and site operations of a financial services web platform. Serve as the technical lead on client calls and escalations, communicating complex technical topics clearly to both technical and non-technical stakeholders. Collaborate with designers, customer experience leads, business stakeholders, and leadership to deliver high-quality solutions that strengthen client trust. Position engineers for success through coaching, mentorship, regular feedback, and personal development planning. AI & Process Modernization Champion the adoption and effective use of agentic workflows and AI-assisted tooling for coding, ticket management, compliance, and engineering process improvement. Leverage internally-built automation and AI tooling to increase team efficiency, reduce manual toil, and improve delivery quality. Partner with business and data science teams to identify and implement AI-driven solutions to operational and client-facing problems. Stay current with emerging AI/ML tooling for software development (IDE integrations, CLI agents, code review automation) and evaluate their fit for the team. Site Operations & Engineering Excellence Drive SRE best practices: observability, incident response, reliability, and operational maturity for client-facing web properties. Improve engineering processes, CI/CD pipelines, code quality, and testing practices across the team. Demonstrate project and roadmap planning skills, balancing client commitments with operational health and team investment. What We’re Looking For: Leadership & Communication Experience managing and mentoring software engineers, including coaching, delivering feedback, and supporting career growth. Strong verbal and written communication skills with the ability to translate technical concepts for non-technical audiences, including client stakeholders. Skills in managing team dynamics, navigating conflict constructively, and building a collaborative, psychologically safe environment. Experience collaborating across functions: design, marketing, data science, and business partners to align on priorities and deliver outcomes. Comfort operating as a technical lead on client-facing calls and escalations with leadership support. 3+ years of engineering management experience Software Engineering Proficiency in web development languages and frameworks (e.g., JavaScript/TypeScript, HTML/CSS, React, Node.js). Understanding of web application architecture: client-server models, RESTful services, and microservices. Strong emphasis on code quality: code reviews, testing strategies (unit, integration, end-to-end), and engineering best practices. Experience with Agile/Scrum methodologies and managing delivery through sprints and iterative planning. Familiarity with CI/CD pipelines and deployment tooling (e.g., Harness, GitHub Actions). AI Fluency & Automation Mindset Demonstrated comfort with AI-assisted development tools (e.g., GitHub Copilot, Cursor, Claude, or similar IDE/CLI integrations). Familiarity with agentic workflows or automation frameworks used to streamline engineering, compliance, or operational processes. A proactive mindset toward identifying opportunities to apply AI and automation to reduce toil and improve outcomes. Willingness to experiment, evaluate new tooling, and lead a team through adoption of emerging AI capabilities. Data, Accessibility & Security Understanding of web analytics tools (e.g., Google Analytics, Mixpanel) and the ability to use data to inform engineering decisions. Familiarity with databases (SQL and NoSQL) and their integration with web applications. Knowledge of WCAG accessibility standards and experience implementing accessibility testing practices. Familiarity with process and controls required in SOC2 operations. Demonstrated experience leading in SOC2 environments preferred. Understanding of web security principles (OWASP guidelines) and data handling regulations (e.g., GDPR, CCPA), particularly important in a financial services context. Compensation: This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications. Total Cash Compensation Range Charlotte, NC Hybrid Compensation Range: $130,000 - $210,000 per year New York, NY Hybrid Compensation Range: $162,500- $262,500 per year Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements. Health Insurance Coverage (medical, dental, and vision) Life Insurance Short and Long-Term Disability Insurance Flexible Spending Accounts Holiday Pay 401(k) with match Employee Assistance Program Paid Parental Bonding Benefit Program Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That’s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service. Who We Are: Red Ventures is a global portfolio of high-growth companies — spanning several U.S. businesses, a joint venture in the health services industry, and strategic investments in Europe. Their businesses include The Points Guy, Lonely Planet, Bankrate, the Allconnect Platform, RV Home Client Growth, RV Growth & Transformation, Sage Home Loans Corporation, and more. Across the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. Learn more at redventures.com and follow @RedVentures on LinkedIn and Instagram. At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment. We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program. Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. If you are based in California, we encourage you to read this important information for California residents linked here. #LI-KS1 #LI-HYBRIDClick here for more details regarding the employee privacy policy: https://www.redventures.com/legal/us-emp-privacy-notice Questions about this Privacy Notice can be directed to employeerights@redventures.com. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.

🏢 Summary: Customer Engineer, AI Solutions role focused on leading technical sales engagements and end-to-end implementations of an AI software platform for healthcare practices. The position bridges Sales, Customer Success, Product, and Engineering to secure technical wins, drive customer adoption, and influence product roadmap decisions. It involves solution design, integrations, implementation, and ongoing technical advisory in a fast-paced startup environment. 🗂️ Requirements: 5+ years in Solutions Engineering, Sales Engineering, Solutions Consulting, Technical Consulting, Professional Services, Implementation, or Customer Engineering in high-growth tech companies, Experience leading SaaS or enterprise software implementations from discovery to production launch, Proven experience partnering with Sales to win new business and Customer Success to expand accounts, Strong technical aptitude and ability to explain complex software concepts to non-technical stakeholders, Experience in high-velocity SMB and/or mid-market environments, Cross-functional collaboration with Product, Engineering, Product Marketing, Sales, and Customer Success, Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field (or equivalent experience), Experience with healthcare software, workflows, EMRs/EHRs, or healthcare integrations (preferred) 📃 Skills: SaaS, AI, EMR, EHR, Integrations, APIs, EnterpriseSoftware, Implementation, SolutionDesign, TechnicalDiscovery, ProductDemos, ProofOfConcept, Testing, WorkflowAutomation 🏢 Description: Who we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place. If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day. What we're looking for: We are looking for a highly technical, customer-focused Customer Engineer, AI Solutions to help scale one of Nitra's fastest-growing businesses. This role sits at the intersection of Sales, Customer Success, Product, and Engineering and will be responsible for helping healthcare practices successfully evaluate, implement, adopt, and expand Nitra's AI software platform. This is a highly cross-functional role with three core responsibilities. First, you'll partner with Sales and Customer Success to secure the technical win for both new customer acquisitions and cross-sell opportunities. Second, you'll own successful customer implementations, ensuring customers quickly realize value from our AI platform. Third, you'll serve as the voice of the customer by working closely with Product, Product Marketing, and Engineering to influence roadmap decisions and continuously improve the customer experience. The ideal candidate combines strong technical aptitude with exceptional customer-facing skills. You enjoy solving complex customer problems, translating technical capabilities into business value, and building repeatable implementation processes that scale. If you're excited about AI, healthcare technology, and working in a fast-paced startup environment, we'd love to meet you. Your responsibilities will include: - Partner with Sales and Customer Success throughout the sales cycle by leading technical discovery, solution design, product demonstrations, proof-of-concepts, technical evaluations, and implementation planning. - Serve as the technical expert during customer engagements, helping healthcare organizations understand how Nitra's AI platform can automate workflows and improve operational efficiency. - Lead customer implementations from kickoff through production launch, including solution configuration, integrations, testing, training, validation, and go-live support. - Drive customer adoption by helping practices implement best practices, optimize workflows, and maximize long-term value from Nitra's AI software. - Partner closely with Product, Product Marketing, and Engineering to prioritize customer feedback, influence product roadmap decisions, and improve the customer experience. - Build scalable implementation methodologies, technical documentation, playbooks, demo environments, onboarding guides, and best practices that improve deployment quality and reduce time-to-value. - Troubleshoot technical issues and collaborate with Engineering to resolve complex customer challenges. - Measure and optimize implementation performance, technical win rates, customer adoption, customer satisfaction, and implementation quality. - Act as a trusted technical advisor throughout the customer lifecycle while identifying opportunities for expansion and additional product adoption. You have: - 5+ years of experience in Solutions Engineering, Sales Engineering, Solutions Consulting, Technical Consulting, Professional Services, Implementation, or Customer Engineering within high-growth technology companies. - Proven success partnering with Sales organizations to win new business and Customer Success teams to expand existing customer relationships. - Experience leading SaaS or enterprise software implementations from technical discovery through production launch. - Strong technical aptitude with the ability to simplify complex software concepts for physicians, practice administrators, and business stakeholders. - Experience supporting high-velocity SMB and/or mid-market customer environments. - Experience working cross-functionally with Product, Engineering, Product Marketing, Sales, and Customer Success. - Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field, or equivalent technical experience. - Excellent communication, presentation, and executive-facing consulting skills. - High energy, strong executive presence, and the ability to influence without direct authority. - Builder mindset with the ability to thrive in ambiguity and rapidly evolving startup environments. - Experience with healthcare software, healthcare workflows, EMRs/EHRs, or healthcare integrations is strongly preferred. - Experience working in VC-backed Series B-D technology companies is strongly preferred. What we offer: - Equity - Everyone at Nitra is an owner. When the company wins, you win. - Competitive Salary - Your salary will reflect your experience and reward your contributions. - Health Care - Comprehensive health, vision, and dental insurance options. - Retirement Benefits - Generous employer 401K match. - Hybrid work policy with four days in office and Wednesdays work-from-home.

🏢 Summary: Fully remote Infrastructure Automation Engineer role focused on owning and evolving internal automation across cloud, infrastructure, and integration systems for large financial trading platforms. The position centers on building and maintaining Python-based tooling, infrastructure-as-code, and API integrations to replace manual operational processes. You will work closely with infrastructure, operations, and security teams to scale and modernize automation across the bank’s core IT environment. 🗂️ Requirements: Strong Python scripting experience, Experience integrating external APIs (authentication, pagination, rate-limiting, retries), Experience with AWS cloud services (compute, storage, IAM, networking, secrets), Understanding of Infrastructure-as-Code (Terraform or equivalent), Experience with configuration management tools (Puppet, Ansible, Chef or similar), Experience with DCIM or inventory systems (preferably NetBox), Experience with Git-based workflows, Familiarity with Jira or ServiceNow, Ability to build small internal services or APIs, Experience supporting production systems and performing root-cause analysis, English proficiency, Residency and legal right to work in Poland 📃 Skills: Python, AWS, Terraform, Puppet, Ansible, Chef, NetBox, Git, Jira, ServiceNow, REST, IAM, LDAP, ActiveDirectory, CI, APIs 🏢 Description: Join the Infrastructure Team at a top N. American Bank Interested in automation, DevOps, finance, and big infrastructure? Do you have a knack for making things work efficiently end-to-end? Want to work in capital markets at a top North American bank? If so, read on. The Role at a Glance Owns the firm's internal automation estate: a portfolio of scripts, services, infrastructure-as-code, and integration tooling that connects inventory, ticketing, monitoring, identity, cloud, and networking systems. Maintain and expand existing tooling, build new automations where manual effort is repeated, and improve the integration fabric across the wider platform. Fully remote for a top N. American bank (for residents of Poland only), directly supporting the operations and development of large financial trading systems . Part of the core IT infrastructure team — this is not a legacy support role or an outsourced B team. Work collaborating with the infrastructure, operations, and security teams. If you are good at Python and reach for automation the moment you see the same manual step repeated twice, you should join us. Why Join Us? Collaborate with a world-class team of DevOps engineers, network engineers, and developers. Enjoy the stability of a long-term, fully remote role that only a bank can offer. A successful candidate will be a solid Python programmer with experience with IaaC systems. They will be comfortable integrating APIs (REST and others), building focused tooling that solves concrete problems, creating small internal services, and shifting capabilities from manual configuration to infrastructure-as-code. They must also be curious, open-minded, and eager to learn new things. English proficiency is a must. This is a fully remote infrastructure automation role for an engineer in Poland. You will be working through a Polish company that will provide the support and administrative assistance to make you successful in the role. We are looking for people to join the team long-term. To ensure efficient onboarding, you’ll work largely in sync with the American team during US Eastern business hours for the first two months, in practice, roughly until 21:00 CET. Working this way maximizes your time overlap for answering questions, which means you can learn quickly. As you demonstrate that you can work independently, the schedule will become more flexible you can shift closer to standard Polish business hours, as long as you maintain a 3-4 hour overlap with US Eastern business hours. Only open to residents of Poland. Polish citizens, as well as legal residents with permission to work in Poland, are welcome. What we offer Work that matters in the financial domain: Build and maintain the automation to manage the systems the bank's trading infrastructure and IT runs on. Professional growth: Collaborate with smart, highly capable engineers in a supportive and challenging environment. 1st-tier work: This is not a technical support or legacy maintenance role. The portfolio is actively maintained and growing, and you will take part in extending it. Long-term commitment: This is not a fixed-scope or fixed-term outsourcing role; we value people who want to grow and contribute long-term. Fully remote work: Fully remote position for people based in Poland. Responsibilities Keep the existing tooling portfolio healthy, current, and running on schedule. Identify repeated manual work across infrastructure, operations, and security teams, and convert it into automations. Ensure scheduled jobs, services, and integrations remain reliable as upstream systems change. Stand up new tooling repositories following house patterns: standard project layout, CI pipeline, containerization where appropriate, and runbooks. Wire new automations into the existing ticketing and support tooling. Improve the integration layer between inventory, monitoring, configuration management, identity, and ticketing systems. Evolve infrastructure-as-code modules as the cloud footprint grows. Maintain runbooks and architecture notes alongside code changes - documentation is part of "done". Support production issues, including root-cause analysis and diagnosis. Requirements Must have Strong Python scripting experience. Demonstrated experience integrating with external APIs — auth, pagination, rate-limiting, retries. Experience with cloud environments (AWS preferred): compute, storage, IAM, secrets, networking. Familiarity with building small internal services or APIs . Understanding of infrastructure-as-code ( Terraform or equivalent) and at least one configuration-management system ( Puppet, Ansible, Chef, or ****similar). Experience with DCIM platforms: inventory / source-of-truth system (preferably NetBox). Experience working with Git-based workflow . Understanding of Jira (or ServiceNow) Excellent written communication and a good documentation mindset: runbooks, design notes, and unambiguous change tickets. Ability to work efficiently in a fast-paced IT environment and do work with minimal supervision. Nice to have Experience integrating with several of: inventory / DCIM, ticketing, documentation, identity / directory services, monitoring, messaging platforms, and network devices. Exposure to Active Directory / LDAP integrations. Network-automation experience with vendor APIs (e.g., Arista, Cisco). Experience with AI-assisted or agent-based coding . The recruitment process Submit your CV. Answer a few written questions and a short programming exercise which you can do at your own pace. 30-minute screening conversation with the hiring manager. Interviews: A three-stage online process, one with a technical recruiter with latter rounds at the bank. We ask you not to use AI tools during the recruitment process. We want to evaluate your knowledge, ability, intuition, and depth of understanding. Intelligent use of AI tools is encouraged in the workplace; this restriction applies only to the written exercise and interview process. Successful candidates will need to pass a standard background check.

🏢 Summary: Lead Java Engineer role focused on designing and delivering enterprise-scale, distributed backend systems for real-time financial risk analytics. The position combines hands-on development with technical leadership, driving architecture, performance optimization, and DevOps practices. You will build scalable, low-latency solutions using modern Java technologies within a message-driven, containerized environment. 🗂️ Requirements: 8+ years experience in enterprise-scale distributed backend development, Expert knowledge of Java 11+, Hands-on experience with Spring ecosystem, Strong SQL skills and experience with Microsoft SQL Server, Experience with message-driven architectures, Experience with Kafka or similar messaging systems, Experience with CI/CD tools and practices, Proficiency with Git version control, Experience with Docker and Kubernetes or OpenShift, Proven experience leading technical initiatives and mentoring engineers 📃 Skills: Java, Spring, SpringBoot, SpringSecurity, SQL, MicrosoftSQLServer, Kafka, RabbitMQ, Redis, ApachePinot, Git, Jenkins, Tekton, Docker, Kubernetes, OpenShift, Unix, Linux, Shell 🏢 Description: The Opportunity: Shape the Future of Financial Risk Analysis Join our team at the forefront of financial technology, where we build and maintain the critical platform for Prime Services Risk and Business Intelligence. Our systems are the analytical engine that empowers the firm to manage risk, serve our clients, and make data-driven decisions in a complex, fast-paced market. We are a global team of innovators and problem-solvers who design and operate sophisticated, computing-intensive solutions to analyze the risk profiles of our clients. This is not just another development role; this is a chance to work on a platform that is fundamental to the firm's stability and success. You will tackle challenging problems in distributed systems, real-time data processing, and financial analytics at scale. We are looking for a passionate and experienced Lead Java Engineer to not only contribute to our codebase but also to drive technical direction, mentor our team, and own the delivery of robust, scalable solutions. Key Responsibilities: As a Lead Engineer, you will be at the heart of our technical decision-making and delivery process. Architect & Build: Design, develop, and own end-to-end software solutions using Java and the Spring ecosystem. You will be responsible for creating services that are not only functional but also resilient, performant, and scalable. Lead & Mentor: Act as a technical leader within the team. Guide architectural discussions, lead sub-teams on complex projects, and actively mentor junior engineers through constructive code reviews and knowledge-sharing sessions. Drive Performance: Engineer high-throughput, low-latency systems. You will optimize applications for maximum speed, design efficient data models in Microsoft SQL Server, and implement intelligent caching strategies (e.g., Redis) to ensure our platform operates at peak performance. Embrace Real-Time Data: Harness the power of our message-driven architecture using Kafka. You will build and maintain data pipelines that feed our real-time analytics engine, powered by Apache Pinot, to deliver instantaneous insights to our business users. Champion DevOps & Automation: Contribute to and enhance our CI/CD pipelines, leveraging internal platforms and Git for seamless integration and deployment. You will deploy and manage applications on our OpenShift container platform, embracing a true DevOps culture. Integrate & Collaborate: Work across teams to integrate with a wide array of upstream data sources and downstream consumers. You will collaborate closely with project managers, business analysts, and senior stakeholders to translate complex requirements into well-architected technical solutions. Own & Support: Take ownership of the full application lifecycle, including providing critical application support. You will leverage your growing knowledge of margin methodology and risk analytics to troubleshoot and resolve production issues effectively. Qualifications: Extensive Backend Experience: 8+ years of professional experience designing, building, and deploying enterprise-scale, distributed backend systems. Java Expertise: Deep, hands-on knowledge of modern Java (11+) and the Spring ecosystem (Spring Boot, Spring Security, etc.). Database Proficiency: Strong command of SQL and experience with relational databases, particularly Microsoft SQL Server. You should be adept at writing optimized queries and designing efficient schemas. Messaging & Asynchronous Systems: Proven experience working in message-driven architectures with technologies like Kafka, RabbitMQ, or similar. Leadership & Mentorship: A demonstrated track record of leading technical initiatives, making architectural decisions, and mentoring other engineers. Your experience should show that you are a force multiplier for your team. DevOps Mindset: Solid experience with CI/CD principles and tools (e.g., Jenkins, Tekton), and version control with Git. Experience with containerization and orchestration (Docker, Kubernetes, OpenShift) is essential. Strong Communication: Excellent verbal and written communication skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences. Preferred Qualifications (The "Wow" Factor): Financial Domain Knowledge: Experience or a strong interest in the Finance Sector, especially concepts related to Prime Finance, Counterparty Risk, or Market Risk. Advanced Education: An advanced degree (M.S. or Ph.D.) in Computer Science, Engineering, Mathematics, or a related quantitative field. Real-Time Analytics Experience: Hands-on experience with OLAP datastores like Apache Pinot. Scripting & Automation: Proficiency in Unix/Linux environments and shell scripting. Agile Experience: Experience working in a fast-paced, Agile/Scrum environment, managing priorities, and delivering under tight deadlines. What We Offer: Impactful Work: The opportunity to work on a business-critical platform that has a direct and measurable impact on the firm's bottom line and risk posture. Technical Challenges: A continuous stream of complex and intellectually stimulating challenges in the realms of distributed computing, big data, and financial modeling. Modern Tech Stack: Access to a modern, evolving tech stack with the freedom to innovate and introduce new technologies and patterns. Career Growth: A commitment to your professional development with a clear path for growth into senior technical leadership or management roles. Collaborative Culture: A supportive and collaborative global team that values diversity of thought, continuous learning, and mutual respect. Competitive Compensation: A competitive salary, performance-based bonus, and a comprehensive benefits package - details below. By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include: Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program) Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates Employee Assistance Program financed by Employer Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave) Sport Card for employees subsidized via Social Benefits Fund and Sport Cards for certain family members available at preferential rates Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events. Additional day off for volunteering Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform. Opportunity to receive an annual discretionary incentive award Special offers and discounts for employees Copy and paste the URL below into a new tab on your web browser to view the Remuneration Regulations extract: https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/RemunerationRegulations-KeyProvisions-CitibankEurope_plc_05012025_A.pdf Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. #LI-KK1 ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Applications Development ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location Full Time Salary Range: 268 390,00 zł - 457 010,00 zł ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------ This job opening is for an existing job vacancy. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.

🏢 Summary: Accounting advisory role supporting financial reporting, operational accounting, finance transformation, and ERP optimization for public and private clients, including PE-backed companies. The position involves leading accounting close processes, advising on AI and automation initiatives, supporting SEC reporting, and mentoring project teams. Candidates should have strong technical accounting expertise, experience with ERP and reporting tools, and a background in advisory or professional services. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Professional services experience, Strong technical and operational accounting knowledge, Experience with financial reporting and accounting process improvements, Experience with ERP systems and reporting tools, Ability to support finance transformation initiatives, Experience with AI and automation in accounting processes, Bachelor's degree in Accounting, Finance, or related field, Ability to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, Finance, ERP, NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, Forecasting, Reporting 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. Quick Facts What You'll Do: General Accounting & Close Support - Lead clients in developing streamlined monthly close processes. - Manage cash-to-accrual conversions and supporting schedules. - Oversee balance sheet reconciliations, account analyses, and roll forwards. - Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements. - Assist clients in developing internal controls, accounting policies, and process documentation. - Support budgeting, forecasting, and management reporting initiatives. - Guide the implementation and optimization of cloud-based finance and accounting systems. - Oversee the preparation and review of journal entries, reconciliations, and period-end close activities. - Guide clients through efficient external audit processes. Financial Reporting - Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K. - Improve financial planning and analysis through budgeting, forecasting, and data analytics. - Review monthly internal financial reporting packages. - Support regulatory reporting requirements. Operational Accounting & Transformation - Partner with business units outside of accounting to improve financial operations. - Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making. - Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions. - Support implementation of new accounting standards and accounting policies. Client & Project Leadership - Communicate effectively with clients regarding project findings, recommendations, and status updates. - Collaborate with client teams to identify business issues and develop practical solutions. - Oversee project administration, including project planning, budgeting, account management, and billing. - Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities. - Help project teams resolve complex accounting and operational issues. - Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards. - Stay informed about emerging AI tools and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring: - 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies. - Prior experience in professional services. - Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred. - Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies. - Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements. - Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred. - Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python. - Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency. - Strong client relationship management and communication skills. - Experience mentoring and developing junior team members. - Professionalism and discretion when interacting with executives and clients. - Comfort with AI and willingness to adopt approved AI tools. - Continuous learning mindset with openness to emerging technologies. Qualifications: - Bachelor's degree (or higher) in Accounting, Finance, or a related field. - CPA or CA certification preferred. - Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs is preferred but not required. Travel: - Willingness to travel domestically up to 30%. - Ability to participate in a hybrid office environment. Compensation and Benefits - Estimated compensation range: $98,000 - $206,000 per year plus annual bonus and additional benefits. - Comprehensive healthcare options including medical, dental, and vision coverage. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.