Fb Financial Jobs in Usa

Product Manager – Financial Services / Private Markets

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.

The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

Your Impact:

• Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
• Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
• Lead product discovery and definition across:
• Investment Operations workflows
• Fund accounting and transaction lifecycles
• Market and Security Reference Data
• Data ingestion, enrichment, and distribution
• Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
• Ensure accurate data management and data mapping across multiple upstream and downstream systems.
• Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
• Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
• Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
• Support regulatory, audit, and reporting needs through strong data governance and product controls.
• Measure product success through KPIs, user feedback, and operational efficiency improvements.

Your Skills & Experience:

• 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
• Strong hands-on experience in Investment Management and Investment Operations.
• Deep knowledge of Private Markets, including: Private Equity, Private Credit
• Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
• Experience working with Market and Security Reference Data.
• Proven background in data management, including data mapping between multiple systems.
• Strong SQL skills for data analysis, validation, and troubleshooting.
• Experience working in agile delivery environments with technology and data engineering teams.
• Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.

Preferred Qualifications

• Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
• Familiarity with data governance, data quality frameworks, and control processes.
• Experience supporting large-scale system integrations or platform modernization initiatives.
• Background working in asset management firms, asset servicers, or financial technology organizations.

Our client, a well-established financial services firm in Overland Park, is seeking a Financial Accounting Clerk to join their growing team. This organization has built a strong reputation for stability and long-term employee tenure, offering a professional yet approachable work environment. With steady growth and a loyal client base, they are adding to their team to support increasing operational needs.

This role is ideal for someone detail-oriented and reliable who enjoys working with data, spreadsheets, and financial documentation. It offers entry-level growth potential within accounting and financial administration.

Key Responsibilities

• Process and import client payroll and contribution data using Excel
• Manipulate spreadsheets, including formulas and pivot tables, to prepare files for system uploads
• Initiate ACH transactions related to funding contributions
• Provide general accounting and administrative support to the financial operations team
• Answer incoming phone calls and assist with client inquiries
• Sort, log, and distribute incoming mail
• Maintain organized electronic and paper records
• Assist with clerical tasks such as scanning, copying, and document preparation
• Support conference room readiness and occasional visitor coordination
• Assist with special projects and cross-departmental administrative needs

Qualifications

• Strong Excel skills, including experience with formulas and pivot tables
• Background in finance, accounting, banking, or business preferred
• Detail-oriented with high accuracy in data entry
• Reliable, professional, and able to manage deadlines
• Comfortable working in an office-based environment

At Ecolab, you can help take on some of the world’s most meaningful challenges, delivering critical insights and innovative solutions to help our customers achieve clean water, safe food, abundant energy and healthy environments. With our worldwide reach and ambitious growth plans, you will have the opportunity to own your future and impact what matters. Are you ready to make an impact?

Ecolab is seeking a FP&A Manager to be responsible for the financial planning and analysis activities for the North America region. The primary role of the FP&A manager is to serve as a point contact for the Division Finance team and provide financial performance outlook and business insights to divisional leadership. This position requires partnership across multiple stakeholders within the organization and will have significant exposure and growth opportunities. As FP&A manager, work closely with the NA divisional finance teams to drive results.

• 
  
• You will join a growth company offering a competitive salary and benefits.
  
• The ability to make an impact and shape your career with a company that is passionate about growth.
  
• The support of an organization that believes it is vital to include and engage diverse people, perspectives and ideas to achieve our best.
  
• Feel proud each day to work for a company that provides clean water, safe food, abundant energy and healthy environments.
  

• 
  
• Support the team of sales or gross margin or SG&A analysts to ensure that all deliverables are completed and divisional analytics packs are prepared and have the right analytics that support the underlying movements.
  
• Own the delivery of services as described in the service-level agreement with the divisions.
  
• Drive Divisional FP&A transformation goals to optimize, simplify, and automate P&A tasks.
  
• Partner with division finance teams to understand external and internal business dynamics and their impact on results.
  
• Lead the development of the annual plan by working across multiple key stakeholders.
  
• Coordinate close and forecast activities, including communicating guidance, facilitating system loads, analyzing results, and preparing content for business reviews with senior leadership.
  
• Develop sustainable content for use in monthly business reviews (MBRs) and provide ad-hoc financial analytics and deep dives to facilitate decision making.
  
• Partners with broader finance and business stakeholders drive critical reporting needs and capabilities.
  

• 
  
• Bachelor’s degree in finance, Accounting, or Economics
  
• CA or other professional preferred
  
• Minimum 12 years of Finance experience
  
• Relevant FP&A work experience ideally in an FMCG environment
  
• Proficiency in BI tools such as Tableau, Power BI, or similar platforms.
  
• Knowledge of financial and commercial reporting basics
  
• Excellent analytical, problem‑solving, and decision‑making skills.
  
• Exceptional communication and interpersonal skills with the ability to interact effectively with stakeholders at all levels.
  
• Ability to work independently and as part of a team in a fast‑paced environment.
  

A trusted partner for millions of customers, Ecolab is a global sustainability leader offering water, hygiene and infection prevention solutions and services that protect people and the resources vital to life. Building on a century of innovation, Ecolab has annual sales of $15 billion, employs more than 47,000 associates and operates in more than 170 countries around the world. The company delivers comprehensive science‑based solutions, data‑driven insights and world‑class service to advance food safety, maintain clean and safe environments, and optimize water and energy use. Ecolab’s innovative solutions improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets. J-18808-Ljbffr

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Be a part of our team you will collaborate with great people, pioneering products, and cutting-edge technology.

The Financial Services Consulting team at TransUnion is an industry recognized, client-facing department that rewards an entrepreneurial spirit. We have deep technical expertise and an established reputation as an analytic solutions provider in the Financial Services industry. We have a wealth of data and industry experience within our large group of highly-trained analysts, statisticians, engineers, and economists. We also have a modern computing environment based on best-in-class \"big data\" technologies and the freedom to explore new data sources and statistical and machine learning methodologies. All of these resources will enable you to help us deliver next-generation analytic solutions for our customers.

This position is responsible for developing credit risk management and business intelligence analytic solutions through consulting engagements and research serving TransUnion's clients. This position requires an understanding of US consumer lending and credit risk management practices.

• You will partner with internal and external cross-functional teams to drive new business initiatives and deliver long-term value-added product propositions for customers in the US financial services segment at TransUnion. This includes but is not limited to the development of predictive risk management and business intelligence solutions for Fintechs, credit card issuers, collections agencies, and retail banks.
• You will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, gradient boosted trees, survival analysis, principal component analysis, scenario and sensitivity analysis).
• You will design and write programs for data extraction, segmentation and statistical analysis on large population datasets using languages such as R, Python, and SQL.
• You will deliver analytic insights and recommendations in succinct and compelling presentations for internal and external customers and an executive audience.
• You will develop project proposals, sales presentations, and promotional collateral to enable the adoption of integrated customer solutions supported by TransUnion.
• You will identify strategies and opportunities for customers to test and adopt TransUnion's analytic products and services.
• You will provide mentorship and training to junior colleagues and maintain progress on all initiatives under limited direct supervision.
• You will foster a high performance culture and cultivate an environment that promotes excellence and reflects the TransUnion brand.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting .

The U.S. base salary range for this position is $67,500.00 - $112,500 annually. The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

This role has been designated as 'Remote/Teleworker', which means you will primarily work from home.

Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge to cloud, so they can turn insights into outcomes at the speed required to thrive in today's complex world. Our culture thrives on finding new and better ways to accelerate what's next. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will embrace you. Open up opportunities with HPE.

Sales Specialists & Consultants are product, services, software or solution specialists that are responsible for leading pursuit in their assigned focus areas. Collaborates with and supports Account Managers and provides specialist expertise within the sales team. Drives proactive campaigns to build the pipeline, uses specialized knowledge and skills to prospect, qualify, negotiate and close opportunities. May have named accounts allocated, cover a designated geography, or may be allocated to one high-potential, competitive attack account.

Applies developed subject matter knowledge to solve common and complex business issues and recommends appropriate alternatives. Works on problems of diverse complexity and scope. May act as a team or project leader providing direction to team activities and facilitates information validation and team decision making process. Exercises independent judgment to identify and select a solution. Ability to handle most unique situations. May seek advice in order to make decisions on complex business issues.

The Services Sales Consultant is responsible for selling technology, services and/or technology management services (TMS) to end-user customers (and/or partners) in an assigned geographic territory or industry focusing on new business or up-selling within an account. The position requires a solid understanding of the services value proposition and how customers assign services contracts. Knowledge of marketing campaigns to align initiatives with account planning activities is also required. The Services Consultant develops consultative customer proposals, tailoring strategy and solutions to meet the needs of the customer. They understand the customer's business challenges /objectives to provide value added services and solutions. In some instances these specialists may also be responsible for outsourcing deals.

Responsibilities:

• Seek out new opportunities and expands and enhances existing opportunities to build and manage the pipeline in specialty area.
• Maintains knowledge of competitors in account to strategically position the company's products and services better.
• Develop pursuit plans and manage the pipeline to ensure alignment with account managers.
• Establish a professional, working, and consultative, relationship with the client, by developing a core understanding of the unique business needs of the client within their industry.
• Contributes to proposal development, negotiations and deal closings.
• Work closely with and support account manager, providing technical expertise and support, and participating in client engagements up to C- level engagements for more complex solutions in smaller accounts.
• May focus on growing contractual renewals for mid size accounts with some complexity, to higher-total contract- value renewals.
• Interface with both internal and external/industry experts to anticipate customer needs and facilitate solutions development. Build sales readiness and reduce client learning curve through effective knowledge transfer in area of specialization.

Education and Experience Required:

• University or Bachelor's degree preferred. Directly related previous work experience.
• Demonstrated success in achieving progressively higher quota.
• Extensive vertical industry knowledge required.
• Typically 7+ years advanced technology sales experience required.
• Experience selling Advisory and Professional Services strongly preferred
• Experience selling to Financial services clients preferred

Knowledge and Skills:

• Deep knowledge of products, solution or service offerings as well as competitor's offerings, to be able to sell expansive systems or services and attached products.
• Understands the industry and market segment in which key accounts are situated, and integrates this knowledge into consultative selling.
• Understands the role of IT within area of specialization and how the company's solutions differentially address specific vertical industry challenges as well as their cross-segment capabilities.
• Negotiates and drives deals to ensure successful closes and high win rate.
• Broad understanding of the customer needs; applies standard as well as creative solutions to meet those needs.
• Uses client engagement skills in collaboration with account leads to propose expansive systems or service solutions to client.
• Leadership and initiative in successfully driving specialty sales in accounts - prospecting, negotiating and closing deals.
• Translate product knowledge into customer's added business value.
• Uses specialty knowledge to actively prospects within accounts to discover or cultivate sales opportunities.
• Conceptualizes and articulates well-targeted solutions in area of technical specialty -- from proposal to contract sign-off
• Ability to take a deal through the sales cycle including closing or supporting the close of a deal.
• Demonstrates high service knowledge and professionalism in researching and sharing service- related information with account teams and customers.
• Understand the channel and work an effective plan to increase sales with our partners.
• Regular use of Siebel updating deal profile and forecasting accurately.
• Understands services as part of strategic product sales.
• Good prioritization and delegation skills in order to focus on the key client opportunities. Knowledge of industry trends, associated solutions, and key partner/ISV solutions.

Additional Skills:

Accountability, Active Learning, Active Listening, Assertiveness, Bias, Building Rapport, Buyer Personas, Coaching, Complex Sales, Creativity, Critical Thinking, Cross-Functional Teamwork, Customer Experience Strategy, Customer Interactions, Design Thinking, Empathy, Financial Acumen, Follow-Through, Growth Mindset, Identifying Sales Opportunities, Industry Knowledge, Long Term Planning, Managing Ambiguity

What We Can Offer You:

Health & Wellbeing

We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing.

Personal & Professional Development

We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have whether you want to become a knowledge expert in your field or apply your skills to another division.

Unconditional Inclusion

We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.

The expected salary/wage range for this position is provided below. Actual offer may vary from this range based upon geographic location, work experience, education/training, and/or skill level. United States of America: Annual Salary USD 166,000 - 322,000 in Massachusetts // 166,000 - 343,000 in New York // 146,000 - 343,000 in Connecticut & New JerseyThis range reflects the minimum to maximum combined base and target-level sales compensation that would be paid if the hire performs at 100% of their sales plan. Of that on-target pay amount, the mix of base salary and target-level sales compensation is 60%/40%.

HPE is an Equal Employment Opportunity/ Veterans/Disabled/LGBT employer. We do not discriminate on the basis of race, gender, or any other protected category, and all decisions we make are made on the basis of qualifications, merit, and business need. Our goal is to be one global team that is representative of our customers, in an inclusive environment where we can continue to innovate and grow together.

No Fees Notice & Recruitment Fraud Disclaimer

It has come to HPE's attention that there has been an increase in recruitment fraud whereby scammer impersonate HPE or HPE-authorized recruiting agencies and offer fake employment opportunities to candidates. These scammers often seek to obtain personal information or money from candidates.

Please note that Hewlett Packard Enterprise (HPE), its direct and indirect subsidiaries and affiliated companies, and its authorized recruitment agencies/vendors will never charge any candidate a registration fee, hiring fee, or any other fee in connection with its recruitment and hiring process. The credentials of any hiring agency that claims to be working with HPE for recruitment of talent should be verified by candidates and candidates shall be solely responsible to conduct such verification. Any candidate/individual who relies on the erroneous representations made

An investment services firm in Florida is currently seeking an experienced Finance professional to join their team in Miami as their newVP
- Financial Reporting.

Responsibilities: The VP
- Financial Reporting will: Manage the overall financial reporting process Perform reviews of financial statements, and review the work of others supporting the overall reporting process Research technical developments related to accounting pronouncements Provide accounting guidance for new products Assist in the review of SEC reports (10-Q and 10-K)along with consolidation analyses and segment reporting Work with auditors regarding approach, documentation, support and processes for quarterly reporting and the year-end audits Motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects Facilitate and coordinate multiple deadlines, create cohesive teams, and respond quickly to management requests Perform other duties, as needed Qualifications: 4+ years of related Finance experience Bachelor's Degree in Finance CPA or parts passed Big 4 Public Accounting Audit background SOX and Internal Controls experience Experience in a Fund of Hedge Fund and/or Hedge Fund role setting Great interpersonal skills Excellent communication skills wwritten and verbal) Strong attention to detail Highly organized

Compliance Senior Associate – Anti-Financial Crime (AML/KYC)

Boston, MA

A leading global private investment firm is seeking a Compliance Senior Associate to support its Anti-Financial Crime (AFC) / KYC program within a business-facing compliance team.

This role offers direct exposure to investment transactions, counterparties, and investor diligence, partnering closely with Legal, Operations, and deal teams in a highly sophisticated environment.

Key Responsibilities:

• Lead execution of KYC / due diligence across investors, counterparties, and portfolio companies
• Analyze complex ownership structures and determine ultimate beneficial ownership
• Conduct sanctions and adverse media screening; assess and escalate risk as needed
• Support ongoing monitoring, investigations, and documentation standards
• Partner cross-functionally on onboarding, transactions, and risk-related matters
• Contribute to AFC/KYC policies, procedures, and broader program enhancements

Ideal Background:

• 2–4 years of experience in AML / KYC / financial crime compliance
• Experience within an investment manager, broker-dealer, financial institution, or top-tier advisory firm
• Strong understanding of risk-based KYC and global sanctions frameworks (e.g., OFAC)
• High attention to detail, sound judgment, and strong communication skills
• CAMS or similar certification is a plus

Why this role:

High-impact, business-facing compliance role with exposure to complex structures, real transactions, and a globally integrated platform.

• Integration Development: Design, develop, test, and deploy Workday integrations using EIB, Core Connector, SSK, XSLT 3.0, and Workday Studio.
• Dashboard and Report Management: Develop and maintain Workday dashboards, applications, reports, and integrations, ensuring thorough testing and ongoing support.
• Troubleshooting: Proactively troubleshoot and resolve issues within Workday integrations to ensure seamless operations.
• Collaboration: Work closely with stakeholders to define business requirements and address pain points across finance, accounting, payroll, and legal.
• Data Strategy Contribution: Contribute to and execute the data and analytics strategy for human resources, facilitating the effective integration of Workday with other technologies and vendor systems.
• Knowledge Sharing: Participate in knowledge capture sessions and contribute to the building of delivery collateral.
• Functional Expertise Contribution: Collaborate with the Workday product team to add new features and workflows based on industry best practices.

• Work Experience: Minimum of 7 years of experience working with Workday integrations, including APIs, EIBs, PECI, PICOF, Workday Studio, and Core Connector for Worker, as well as other areas such as Procure-to-Pay and Accounting.
• Financials Expertise: At least 5 years of experience in Workday Financials implementation and integration.
• Leadership Experience: Minimum of 3 years in a leadership role managing integration projects.
• Functional Module Knowledge: A solid understanding of one or more functional modules in Workday is preferred.
• Communication Skills: Excellent communication skills, both written and verbal, with the ability to present information effectively.
• Organizational Skills: Strong organizational skills with the ability to prioritize projects in a fast-paced, deadline-driven environment.

• Certification: Must possess certifications in Integration Core, CCTPP, and Studio.
• Work Eligibility: Eligible to work in the United States.

• Familiarity with additional Workday applications and data integration techniques.
• Strong problem-solving abilities and a comprehensive understanding of software development lifecycles.