Top Fintech Finance Jobs in Los Angeles, CA

Conduct audits of workers’ compensation claims files and handling processes to ensure regulatory, statutory, and internal compliance. Document findings, identify deficiencies, recommend corrective actions, monitor remediation, analyze quality trends, and prepare management reports. The role also develops quality-control procedures, supports external audits, trains claims staff, coaches adjusters, and collaborates with claims, compliance, learning, and analytics teams to improve claims quality and operational effectiveness.

Supports corporate development sourcing, evaluation, and execution of acquisitions, strategic investments, and partnerships. Responsibilities include financial modeling, valuation, due diligence, market and competitive analysis, investment memo preparation, stakeholder coordination, and strategic projects. The role builds pro forma financial statements, accretion and dilution analyses, and transaction recommendations for senior leadership and the Board while collaborating across business units and external advisors.

Executes and manages trades for separately managed, unified managed, and model-only accounts. Responsibilities include generating block trade orders, rebalancing accounts for maintenance requests, communicating model changes, coordinating sponsor connectivity, reviewing executions, reconciling trades, and maintaining operational controls. The role also identifies process improvements and supports client service-level agreements. Candidates need a related bachelor's degree, 1–3+ years in SMA, UMA, or wealth management, strong analytical skills, and Microsoft Office proficiency.

Build and lead Bankrate’s first-line risk and controls function, including risk committee governance, compliance monitoring, mitigation roadmaps, policy management, third-party due diligence, certifications, and employee training. The role partners with Legal, Compliance, Security, Procurement, and Data Privacy while using AI-enabled workflows to scale governance activities. It requires financial services experience, strong mortgage knowledge preferred, and the ability to manage complex cross-functional initiatives from scratch.

Guides clients through mortgage applications, qualification, underwriting documentation, and closing. Evaluates credit, income, assets, employment, and property details to recommend suitable loan products. Builds referral relationships with real estate professionals and other partners, develops a book of business, generates leads, supports clients through home purchases or refinancing, and represents Rocket Mortgage in community and business-development activities.

Develops, updates, presents, and executes personal financial plans for wealth management clients and prospects. Partners with Wealth Advisors to support annual reviews, uncover client needs, expand relationships, win new assets, and achieve sales objectives. Ensures planning quality standards while applying expertise in discovery, goal setting, gap and scenario analysis, recommendations, monitoring, and financial plan delivery. The role requires financial planning licenses, CFP or ChFC designation, strong communication, and experience serving high-net-worth clients or business owners.

Creates personal financial plans and product or service proposals for clients and prospects. Supports Wealth Advisors by analyzing client discovery data, identifying planning opportunities, and helping deliver scalable financial planning solutions. The role requires learning financial planning software, understanding basic investment, insurance, and account concepts, and collaborating effectively while testing and improving processes.

Creates personal financial plans and product or service proposals to support Wealth Advisors, improve client outcomes, and win new assets. Reviews client discovery data, assesses financial planning needs, identifies opportunities, and learns financial planning software platforms. Requires teamwork, time management, adaptability, and knowledge of basic financial services, insurance, investment, and account concepts.

Own the full commercial credit underwriting lifecycle, including application review, KYB verification, credit bureau analysis, limit-setting, documentation, escalations, and decisioning. Identify risk patterns, support backtesting of policy changes, improve workflow automation, develop SOPs, and coordinate with Fraud on overlapping application-stage signals.

Leads strategic pricing and monetization across Block’s sales-driven channels. Manages a team supporting complex enterprise deals, develops pricing and approval frameworks, and partners with Sales, Product, Engineering, Legal, Risk, and Revenue Operations. Uses automation, AI, and data to scale Deal Desk capabilities, improve commercial governance, analyze deal economics, and identify broader pricing, packaging, monetization, and portfolio opportunities.

Processes escrow disbursements for mortgage and consumer loans, including taxes, hazard insurance, and PMI. Reviews tax and escrow reports, reconciles general ledger accounts, performs loan setup quality checks, manages insurance and service-provider relationships, maintains servicing records, analyzes operational reports, and responds to client inquiries. The role also supports issue resolution, reporting, and departmental projects while maintaining accuracy and service quality.

Prepares quarterly and year-end income tax provisions, federal, state, and local tax returns, estimated payments, and apportionment data. Supports tax research, notices, tax planning, forecasting, transfer pricing, controls documentation, and process improvements. Coordinates with finance and corporate teams, monitors tax law changes, and maintains tax software and ledger expertise. The role requires strong knowledge of ASC 740, tax accounting research, return preparation, Excel, and corporate tax processes.