Financial Recordkeeping Jobs

This hybrid Test Automation Engineer Intern role supports the test automation team at SHAZAM, a company dedicated to strengthening financial institutions. The position involves scheduling and executing automated test scripts, documenting test results for metrics and reporting, and participating in cross-departmental project teams. The role is ideal for students actively pursuing degrees in Computer Science, Software Engineering, or MIS with programming experience in Java or C-based languages. The opportunity offers a unique blend of a small-company culture within a national organization, emphasizing professional development and career growth. Employees benefit from a mission-driven environment that values innovation and community impact, along with a flexible hybrid work arrangement based in Des Moines, Iowa.

This full-time Bilingual Credit Risk Associate role within MUFG's Japanese Corporate Banking team focuses on portfolio management and underwriting for complex non-investment grade clients. Key responsibilities include conducting due diligence, performing credit risk analysis, managing covenant compliance, and supporting deal structuring for structured finance transactions. The position requires fluency in Japanese and offers a hybrid work arrangement with four days on-site and one day remote. The role is appealing for its opportunity to work with a globally trusted financial group, engage in high-impact strategic risk management, and receive mentorship while developing expertise in international corporate lending.

The Associate Fund Accountant role is based in the Denver office with a hybrid work arrangement requiring on-site presence at least six days per month. This position supports a global financial services team by calculating daily Net Asset Values and ensuring accurate fund pricing for clients. Key responsibilities include preparing fund reports such as cash forecasts and reconciliations, reviewing trading and general ledger activity, and analyzing complex investments including derivatives and international securities. The role appeals to candidates seeking exposure to modern platforms and large-scale enterprise environments while working alongside industry experts. Opportunities for professional growth are supported by a collaborative culture and comprehensive benefits focused on employee wellbeing and development.

The Inventory Accounting Manager role oversees financial data integrity for a large division, managing end-to-end accounting for inventory, cost of goods sold, and margin analysis. Key responsibilities include leading monthly financial closes, ensuring US GAAP compliance for inventory valuation, and building SOX-compliant internal controls from the ground up. The position requires partnering with cross-functional teams to investigate cost variances, automate processes, and serve as the primary liaison for physical inventory counts. This hands-on people management role offers the appeal of working within a fast-paced, collaborative culture that values innovation and professional growth. The position supports career development through structured training and provides a comprehensive benefits package, operating within a global environment that connects the world through technology infrastructure.

The Director of Revenue Cycle leads financial operations for a multi-specialty medical practice in Princeton, overseeing end-to-end revenue management including billing, collections, and payer relations. Key responsibilities involve developing strategic financial plans, analyzing performance data for executive reporting, managing team development, and ensuring regulatory compliance. This role appeals to candidates seeking a leadership position within a compassionate, growing organization that offers a comprehensive benefits package including vacation time and retirement plans. The position is fully on-site, requiring daily collaboration with clinical and administrative teams to drive operational efficiency and financial growth.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Oklahoma City. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in meeting financial and operational goals. The position appeals to candidates seeking a people-centric environment where integrity and teamwork are core values, offering opportunities for professional advancement and ongoing training. The role requires a flexible schedule including evenings and weekends, with a focus on maintaining a clean, efficient, and welcoming store atmosphere.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a location in Charlotte, North Carolina. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in meeting financial and operational goals. The position appeals to candidates seeking a collaborative environment that prioritizes people and offers opportunities for professional advancement, ongoing training, and a comprehensive benefits package. The role requires flexibility to work various shifts including evenings and weekends, with a focus on maintaining a clean, safe, and welcoming store atmosphere.

The Teaming Platform Consultant role supports financial advisors within MassMutual's Wealth Management Practice Management team by guiding them through the company's team-based business platform. Key responsibilities include providing advanced consultation on compensation structures and contract requirements, managing an upcoming platform transformation, and analyzing usage data to drive process improvements and training initiatives. The position appeals to candidates seeking a dynamic environment where they can leverage their financial services expertise to directly impact advisor growth and retention. The role offers a collaborative culture with clear ownership, opportunities for continuous professional development, and the chance to contribute to a purpose-driven organization with a long-standing legacy.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Tucson, Arizona. Key responsibilities include supervising team members, managing cash handling and transaction processing, resolving customer complaints, and supporting the Assistant Store Manager in meeting financial and operational goals. The position requires maintaining compliance with regulations and fostering a positive service culture. This opportunity is appealing for its focus on team development, opportunities for career advancement, and a collaborative environment that values integrity and customer focus. The role offers a mix of on-site leadership duties with flexible scheduling to accommodate various shifts.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Los Angeles. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in achieving financial and operational goals. This position is appealing for its focus on integrity and teamwork within a customer-centric culture, offering opportunities for professional advancement and ongoing training. The role requires a collaborative leader with prior management experience who can thrive in a fast-paced environment. The position is on-site and requires flexibility to work various shifts, including evenings and weekends.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a Brooklyn location. Key responsibilities include supervising team members, managing cash handling and transaction compliance, and supporting the Assistant Store Manager in meeting financial and operational goals. The position requires engaging with customers, resolving complaints, and maintaining a clean, efficient environment. This opportunity appeals to candidates seeking a collaborative culture centered on integrity and customer focus, with access to benefits like medical coverage, 401(k) matching, and clear paths for career advancement. The role is on-site and requires flexibility to work various shifts including weekends and holidays.

The Budget Manager role within the Financial Services department at the University of Wisconsin-Platteville oversees budget operations to support institutional financial goals. Key responsibilities include supervising budget staff, managing complex budget projects, and serving as a subject matter expert to provide strategic financial analysis and recommendations to leadership. The position involves developing organizational budgets, ensuring regulatory compliance, and directing the implementation of financial policies. This full-time opportunity appeals to candidates seeking a collaborative environment within a historic academic community that offers strong benefits and a clear mission. The role is based on-site in Southwest Wisconsin, providing access to a vibrant region with excellent educational and recreational resources.

The Assistant Store Manager role at PLS Financial Services supports store leadership in delivering exceptional customer service and achieving financial goals at a Phoenix location. Key responsibilities include managing daily operations, supervising team members, handling cash transactions, and driving community marketing efforts to increase sales. The position appeals to candidates seeking a people-first culture that values integrity, teamwork, and professional growth through ongoing training and advancement opportunities. The role requires flexibility to work various shifts including weekends and holidays, with a focus on maintaining a clean, compliant, and welcoming store environment.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a location in Brooklyn, New York. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in meeting financial and operational goals. This position appeals to candidates seeking a collaborative environment that prioritizes integrity and community engagement, with opportunities for professional advancement and ongoing training. The role requires a flexible schedule including evenings and weekends, and offers a comprehensive benefits package including health coverage and retirement planning.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a location in Columbus, Ohio. Key responsibilities include supervising team members, managing cash handling and transaction processing, resolving customer complaints, and supporting the Assistant Store Manager in meeting financial and operational goals. The position appeals to candidates seeking a collaborative environment that prioritizes integrity and customer focus, offering opportunities for professional advancement and ongoing training. The role requires a flexible schedule including evenings and weekends, with a physical requirement to stand for extended periods in a busy retail setting.

The Wealth Management Client Associate role supports Financial Advisors within Merrill Wealth Management to deliver comprehensive investment and banking solutions. Key responsibilities include serving as the primary point of contact for clients, ensuring operational accuracy in client materials, and deepening relationships by promoting the bank's offerings. The position appeals to candidates seeking a culture driven by diversity, transparency, and client advocacy within a resilient, results-focused team. This full-time opportunity requires an in-office work arrangement with specific attendance requirements, offering a collaborative environment for professional growth and continuous learning.

This full-time Sales Assistant role is based in the Tempe office with a hybrid work arrangement, supporting sales leadership within the financial services industry. The position involves managing internal communications, producing sales activity reports, and handling expense processing and budget tracking. Additional responsibilities include coordinating calendars and events, training teams on business tools, and overseeing office operations and employee onboarding. The role appeals to candidates seeking career growth with an established global leader, offering a flexible environment that prioritizes well-being, inclusion, and professional development. The team fosters a collaborative culture where employees are empowered to shape their future while working with advanced technologies.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Dallas, Texas. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in meeting financial and operational goals. The position appeals to candidates seeking a collaborative environment that prioritizes people and integrity, offering opportunities for professional advancement and ongoing training. The role requires a flexible schedule including evenings and weekends, with a focus on maintaining a clean, efficient, and welcoming store atmosphere.

The Head of Communications role at Paxos leads the global communications strategy for a blockchain infrastructure company rebuilding financial systems. This position oversees executive, corporate, policy, internal, and product narratives to re-establish the brand in key financial and crypto markets. Key responsibilities include managing media relations, advising the CEO and executive team on strategic decisions, and coordinating cross-functional partners and external agencies. The role appeals to senior leaders seeking to shape the future of finance within a mission-driven environment that values innovation and trust. The position is fully remote, offering flexibility to operate across international time zones while driving high-impact storytelling in a regulated industry.

This senior-level IT Infrastructure Engineer role supports a financial client in New York City, focusing on large-scale environments with Linux, AIX, and mainframe systems. The position involves overseeing daily team operations, managing computer systems, storage, and subsystems, and ensuring high availability according to service level agreements. Key responsibilities include coordinating team resources, performing problem determination and resolution, and collaborating with various departments to maintain system integrity. The role is appealing for professionals seeking to lead in a complex technical setting with opportunities to work with diverse enterprise technologies. This is a full-time, on-site position requiring five days a week in the New York City office.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a New York City location. Key responsibilities include supervising team members, managing cash handling and transaction compliance, and supporting the Assistant Store Manager in achieving financial and operational goals. The position appeals to candidates seeking a collaborative environment that prioritizes integrity and customer focus, with opportunities for professional advancement and ongoing training. The role requires a flexible schedule including evenings and weekends, and offers a comprehensive benefits package including health coverage and retirement planning.

This Engineering Manager role leads the Save & Invest technology team within Chime's Spending, Saving & Investing organization, focusing on building reliable financial tools to help members manage their money. The position involves hiring and mentoring high-caliber software engineers, driving technical decisions that balance quality with business goals, and collaborating closely with Product Management to launch consumer features. The role appeals to leaders who enjoy fostering a culture of innovation and continuous improvement while working hands-on with technologies like Ruby, React Native, and distributed systems. The position offers a hybrid work arrangement with four days in-office and one day remote, alongside a collaborative environment dedicated to empowering everyday Americans to achieve financial progress.

The Director, Copywriting and Editorial role leads the written voice for Sunbit, a fintech company providing pay-over-time solutions, within the marketing organization reporting to the Chief Marketing Officer. This hybrid position based in Los Angeles involves defining the brand messaging hierarchy, crafting campaign copy across digital and traditional channels, and overseeing executive communications while ensuring strict compliance with industry regulations. The role appeals to senior creative leaders by offering the opportunity to shape how millions of consumers experience the brand, manage a growing team of writers, and work within a mission-driven culture recognized as a top workplace. Key benefits include unlimited PTO, comprehensive health coverage, and stock options in a high-growth environment.

The Accounting Specialist role supports the financial operations of a real estate development team based in Indianapolis. Key responsibilities include managing cash flow and accounts payable, preparing bi-weekly payroll journal entries, assisting with month-end close activities, and handling intercompany billing. The position offers the appeal of working within an award-winning, people-first culture recognized for its collaborative environment and commitment to creating vibrant communities. Employees benefit from a comprehensive benefits package including health insurance, a 401k match, paid parental leave, and opportunities for professional growth through employer-paid training. The role is on-site at the corporate office and emphasizes accuracy, problem-solving, and continuous process improvement.

This remote role involves serving as a licensed life and health insurance agent for The Taylor Agency, focusing on providing mortgage protection and retirement solutions to homeowners who have requested information. Key responsibilities include qualifying warm leads, conducting virtual appointments via phone or Zoom, and guiding clients through the application process for insurance policies and financial strategies. The position appeals to self-motivated individuals seeking a flexible, work-from-home environment with no cold calling required. The agency offers a supportive culture featuring top-tier training, one-on-one mentorship, and a collaborative team dedicated to helping families achieve their financial goals.