Top Fintech Finance Jobs in CO

Manage a team of insurance tax professionals, grow client relationships, perform tax research, and ensure compliance for insurance clients' tax matters.

Manage tax compliance engagements, serve as client contact, review tax work, supervise staff, and maintain technical tax expertise.

Leads financial integration for acquired businesses, including M&A diligence, pre-close planning, financial data and reporting transitions, purchase accounting coordination, synergy tracking, performance management, earn-out analysis, and executive reporting. Partners with Finance, Accounting, IT, Data, Operations, and external advisors to integrate acquisitions, improve processes, and develop repeatable integration methodologies.

Underwrite equipment breakdown insurance, including risk selection, pricing, portfolio management, and deal negotiation. Build and maintain agent and broker relationships, grow a profitable book of business, document underwriting decisions, follow regulations and guidelines, and execute marketing plans. Mentor less experienced underwriters and account analysts while supporting continuous improvement initiatives.

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.

Participate in monthly, quarterly, and annual accounting close processes by preparing journal entries, reconciliations, variance analyses, financial statements, and footnotes under U.S. GAAP. Support internal controls, process improvements, automation, system implementation, and accounting-related projects. Collaborate with Finance and cross-functional teams, vendors, partners, and related parties while ensuring accurate and timely completion of accounting tasks.

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.

Leads complex Mid-Corporate Banking portfolio management initiatives for technology-sector clients, including cross-functional planning, credit and risk analysis, compliance, change management, and team leadership. Reviews multifaceted business and operational challenges, drives strategic initiatives, collaborates with senior stakeholders, mentors peers, and supports commercial lending and treasury management activities. Requires at least five years of Mid-Corporate Portfolio Management experience and up to 10% travel.

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.

Resolve payroll tax notices for customers by researching discrepancies and tax laws, communicating with tax agencies, documenting cases, and collaborating with compliance and tax operations teams. Manage a daily queue, meet deadlines, explain complex issues clearly, use AI tools, and provide proactive customer support while identifying process improvements and escalating complex cases when needed.

Serve as the strategic finance partner to the Product organization, evaluating new product lines, building business cases, unit economics models, pricing frameworks, forecasts, and scenario analyses. Advise product and executive leadership on investment allocation, market opportunities, and financial performance. Establish dashboards, reporting, and scalable Product Finance processes while presenting clear financial narratives to senior stakeholders.

Supports Private Wealth Advisors and Wealth Managers by developing, presenting, executing, and monitoring comprehensive personal financial plans. Applies personal tax expertise to identify wealth-planning opportunities, conducts discovery and scenario analysis, supports annual client reviews, maintains plan quality, and helps deepen client relationships and generate additional assets under management.