Top Fintech Finance Jobs in Los Angeles, CA

Manages the full lifecycle of global bank accounts, including openings, maintenance, and closures. Administers user access provisioning and de-provisioning for banking platforms, performs KYC reviews, gathers compliance documentation, and maintains audit trails. Partners with Compliance, Legal, and Finance to meet regulatory and internal policy requirements. Supports process documentation and workflow improvements for Treasury Operations.

Manage day-to-day underwriting team operations to meet productivity, accuracy, and guideline adherence; evaluate applicants and make investment recommendations; handle escalations and edge cases; monitor QC and emerging risk trends; coach and develop underwriters; partner with Sales, Processing, and Closing; recruit and plan succession; and adapt underwriting processes to changing conditions to achieve team and company metrics.

Lead finance and accounting functions including strategic finance, FP&A, accounting/controllership, audit, tax, treasury, fundraising support, and investor relations. Partner with founders, board, and cross-functional leaders on planning, forecasting, pricing, M&A readiness, and scaling the finance team while maintaining strong controls and GAAP compliance.

Manage and execute the RIA and BD compliance program: registration and filings, surveillance, testing, advertising review, training, electronic communications monitoring, vendor due diligence, AI governance, exam readiness, and day-to-day program operations supporting SEC and FINRA requirements.

The Senior Analyst, Portfolio Strategy will analyze pricing and credit strategies, manage portfolio risk, and support decision-making with data insights.

The Private Banking Account Executive develops relationships with high-net-worth clients, providing tailored banking services and ensuring exceptional client satisfaction while managing a personal book of business.

Research and interpret tax code and form changes, translate findings into software requirements, guide programmers, design and execute test cases, validate tax calculations, produce documentation and release notes, serve as subject-matter expert for assigned tax topics/states, support product users, and lead team projects as needed.

Perform daily reconciliations, prepare and enter journal entries, support month/quarter/year-end close, assist with audits, maintain ledger accounts, improve reporting processes, and collaborate cross-functionally on ad-hoc financial analysis and projects.

The Risk Officer ensures compliance and risk management at branch locations, promotes business ethics, oversees audits, and supports training.

Summer 2027 internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, performance tracking, and custom report creation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel, assist with client presentations and events, synthesize investment research, and present a major project to the Investment team.