Financial Planner

Are you ready to break free from conventional financial planning? At Range, we're revolutionizing the wealth management landscape with our dynamic, holistic platform that empowers individuals to manage every facet of their financial future seamlessly. Whether it’s purchasing a home, planning for early retirement, or providing for family, our members receive timely insights and the assurance that their finances are optimized.Join our team of exceptional professionals dedicated to disruption and collaboration as we strive to make financial wellness available to millions!About the RoleWe are seeking a skilled Financial Planner to become an integral part of our esteemed team of wealth advisors. In this role, you will create tailored financial plans for our members and provide ongoing support using our innovative asynchronous messaging platform. Members benefit from access to our entire team, allowing for collaboration and specialized expertise on their unique inquiries.We want more than just a seasoned advisor; we are looking for a visionary who will play a pivotal role in transforming the wealth management industry through technology. You will collect financial data, conduct evaluations and projections, and deliver personalized plans, working closely with our product team to enhance our suite of proprietary tools.This position is based at Range's headquarters in McLean, VA, or at one of our hubs in New York City or Seattle. Employees in this role will work on-site Monday through Friday. Relocation to one of these areas is required if not currently residing nearby.Your ResponsibilitiesDevelop a comprehensive understanding of our members’ distinct financial aspirations and provide expert guidance to help them achieve their goals.Create and execute iterative financial plans and wealth strategies tailored to individual needs.Stay well-informed about financial planning, investment strategies, and tax legislation.Collaborate actively within a team environment, sharing insights and best practices.Support our engineering and product teams in prioritizing and developing product strategies and roadmaps.Conduct research and deliver presentations on investment strategies.Coordinate tax filing and estate planning processes for members.What Makes You Stand Out...

Are you ready to break free from conventional financial planning? At Range, we are revolutionizing wealth management with our dynamic, all-encompassing platform that empowers individuals to oversee every facet of their financial future. Whether it’s purchasing a home, achieving early retirement, or supporting family members, our members can access tailored guidance anytime, ensuring their finances are optimized effectively.Join our team of passionate innovators who are excited to disrupt the status quo, collaborate creatively, and build the future of WealthTech. Together, we aim to make financial wellness a reality for millions!About the RoleWe are seeking a seasoned Senior Wealth Management Advisor to become a vital part of our elite team of financial experts. You will play a crucial role in developing personalized financial strategies for our members while providing ongoing support through our asynchronous communication platform. Importantly, members will have access to the entire team of advisors, allowing for collaborative insights tailored to their specific financial inquiries.In addition to being an exceptional advisor, you will significantly contribute to transforming the wealth management landscape through technology. You will gather financial data, perform assessments and projections, and deliver customized plans, all while collaborating closely with our product team to enhance our proprietary tools.This position will be based at Range's Headquarters in McLean, VA, or at one of our hubs in New York City or Bellevue. Candidates must be willing to work in-office Monday through Friday, with relocation being a condition of employment for those residing outside these locations.Your ResponsibilitiesDevelop a profound understanding of our members’ financial aspirations to provide insightful advice on achieving their goals.Create and refine personalized financial strategies and wealth management plans.Maintain expertise in financial planning, investment strategies, and tax optimization.Collaborate actively with your team, sharing insights and best practices.Support our engineering and product teams in prioritizing and developing product roadmaps.Research and articulate effective investment strategies.Assist in coordinating tax filings and estate planning processes.What Makes You a Standout CandidateProven track record in financial planning or wealth management.Strong analytical skills and a deep understanding of financial markets.Exceptional communication and interpersonal abilities.A collaborative mindset with a passion for leveraging technology in financial services.Relevant certifications (e.g., CFP, CFA) are a plus.

Employee Applicant Privacy Notice About SoFi SoFi is a national bank and next-generation financial services provider. Our teams focus on helping millions of members achieve their financial goals using mobile-first technology. As the industry changes, SoFi aims to lead the way by redefining how people interact with personal finance. Our core values shape our work and our impact on members’ lives. Role Overview The Senior Financial Systems Analyst will strengthen SoFi’s Workday Financials platform, with a particular focus on reporting. This position offers the chance to influence how SoFi manages financial data and reporting, supporting better business decisions and smoother processes. The role sits within the Business Intelligence and Systems group in Accounting Controllership. What You Will Do Configure Workday Financials business processes, condition rules, and validations. Create and maintain complex financial reports within Workday. Participate in bi-annual regression testing for Workday releases and help adopt new features. Stay current with the Workday roadmap, offering suggestions for improvements and solutions in key areas. Serve as a technical resource for the finance team, especially on Workday reporting. Build collaborative relationships across Finance, Engineering, People teams, and other groups, especially regarding Workday integrations. Use Workday and other platforms to design, develop, and deliver scalable reporting solutions. What We Look For Strong technical background in Workday Financials, data flows, SQL, and Tableau. Ability to connect technical solutions with business needs. Experience partnering with stakeholders to deliver results. Analytical mindset and attention to detail. Locations UT - Cottonwood Heights CA - San Francisco TX - Frisco NY - New York City WA - Seattle FL - Jacksonville NC - Charlotte

Role Overview The City of New York seeks an Operations Planner for the Furniture & Operations Unit. This position manages the planning and coordination of furniture operations supporting multiple city departments. What You Will Do Oversee daily planning and execution of furniture operations across city agencies Work to improve processes and support efficient service delivery Help ensure operational activities align with the city’s mission to serve residents effectively Location This position is based in New York City.

Role Overview The City of New York is hiring a Senior Borough Planner for the Division of Planning and Predevelopment. This position focuses on guiding urban planning projects and supporting the city's long-term development goals. What You Will Do Lead planning initiatives within assigned boroughs. Work closely with community members, city agencies, and other stakeholders. Support strategies that encourage sustainable growth and vibrant neighborhoods. Location Based in New York City.

Role Overview The City of New York is hiring a Bus Seating Planner for the Furniture & Operations Unit. This position focuses on creating seating arrangements that improve both passenger comfort and daily operations across the city’s bus fleet. What You Will Do Design and refine bus seating layouts to support safety standards and accessibility. Work with multiple departments to ensure seating plans address the needs of a wide range of passengers. Balance comfort, efficiency, and compliance in every seating configuration. Location This role is based in New York City.

Role overview The Bus Seating Planner in the Furniture & Operations Unit at the City of New York focuses on designing and refining seating arrangements for city buses. The main goal is to improve passenger comfort and safety through thoughtful planning and adjustments. Key responsibilities Create and revise bus seating layouts to support efficient passenger flow. Balance comfort, accessibility, and safety in each design. Collaborate with colleagues to ensure seating plans serve the needs of New York City's diverse riders. Support ongoing improvements to the city’s public transportation experience. Requirements Strong attention to detail. Interest in urban mobility and public transportation. Ability to consider a wide range of passenger needs when planning layouts. Location This position is based in New York City.

At Range, we are revolutionizing the wealth management landscape by leveraging cutting-edge technology to empower individuals with unparalleled insights into their financial lives. Our mission is to provide answers to all money-related queries in a manner that is faster, more affordable, and more accurate than any other platform globally. If you seek a conventional financial planning experience, we invite you to explore other options. Our extraordinary planning team not only delivers exceptional service but is also at the forefront of industry transformation.Supported by visionary investors, including Google’s AI-fund, Gradient Ventures, Expa Ventures, and Red Sea Ventures, we are committed to building innovative solutions that address the financial needs of our clients.Our team comprises top talent passionate about disrupting the status quo, fostering collaboration, and developing the next breakthrough in WealthTech. Join us on our quest to make financial wellness accessible to millions!Job Overview:We are in search of an experienced Certified Public Accountant (CPA) or Enrolled Agent (EA) with expertise in individual tax planning and tax return review to enhance our vibrant team. If you are a tax planning specialist with a keen interest in fintech, we are eager to connect with you.In the role of Tax Planning Specialist, you will provide advanced tax planning and compliance services aimed at optimizing tax strategies for our diverse clientele. You will work in close collaboration with our Certified Financial Planners® to create and implement tax strategies that align with client objectives and comply with regulatory frameworks, in addition to managing ongoing tax compliance for members.This position is based at Range's headquarters in McLean, VA, New York City, or our Seattle office. Candidates must be willing to work on-site from Monday to Friday and should be prepared to relocate if not currently located in one of these areas.

The Finance team at Squarespace is on the lookout for a highly skilled Lead Financial Analyst to act as the principal authority in FP&A Consolidations. Reporting to the FP&A Manager, this position encompasses a diverse range of financial responsibilities, centering on intricate analysis and strategic insight. The Lead Analyst will spearhead budgeting and forecasting efforts, offer valuable financial insights, and coach junior analysts. Additionally, this role entails collaboration with senior management on financial strategies, taking charge of pivotal components in financial planning and analysis. A strong sense of independence and proactive problem-solving are essential for success in this role.

Title: Financial Journalist - ReporterSalary: $80,000 - $85,000Location: New York CityJoin the prestigious journalism team at With Intelligence as a detail-oriented Financial Journalist. This pivotal role centers on delivering exceptional coverage of institutional investors globally, producing reports that offer our subscribers exclusive insights they can trust.As a Financial Journalist, you will be immersed in the world of financial journalism, collaborating with industry leaders to uncover market trends, performance metrics, and investment strategies. Your storytelling will not only capture the current landscape but also foresee future developments within the investment community.You will excel in a fast-paced environment, actively engaging with financial professionals and cultivating a network of contacts to enhance your reporting capabilities. Regular interviews with key figures, including Chief Investment Officers (CIOs) and investment strategists, will be fundamental to your success.Key Responsibilities:Generate at least four news articles weekly, encompassing both breaking news and in-depth feature stories.Craft analytical pieces that explore the ramifications of investment behaviors and market dynamics.Conduct interviews with industry experts to acquire exclusive insights.Establish and nurture a strong network of industry contacts.Cover industry events and conferences, serving as a representative of With Intelligence.Seize this opportunity to contribute to a respected news team within a growing organization committed to integrity and accuracy in financial reporting.

The City of New York is seeking an experienced Chief Financial Officer (CFO) to lead our financial operations and strategy. This key executive position requires a dynamic leader with a strong background in financial management, strategic planning, and organizational leadership.The CFO will be responsible for overseeing budgeting, forecasting, and financial reporting, ensuring compliance with regulatory requirements, and providing strategic financial guidance to the City’s leadership. The ideal candidate will possess exceptional analytical skills, a deep understanding of public finance, and the ability to communicate complex financial information to various stakeholders.

Join our dynamic team at Campus as a Financial Aid Specialist, where you will play a crucial role in assisting students with their financial aid applications and inquiries. You will guide students through the financial aid process, providing them with the necessary resources and information to help them achieve their educational goals. Your expertise will ensure that students receive the best possible support in navigating financial aid options.

Role overview The Principal Financial Investigator leads major financial investigations for the City of New York. This role plays a key part in protecting the integrity of municipal financial systems and upholding strong financial operations across city agencies. What you will do Review and analyze complex financial records and data to detect irregularities or concerns Create and carry out investigative strategies for a variety of financial cases Collaborate with other city departments to ensure adherence to policies and regulations Support accountability and transparency in city financial activities Location This position is located in New York City.

Join LaBella Associates as an accomplished Environmental Planner in our Environmental Impact Group based in New York City. Our dedicated team delivers comprehensive environmental review, impact analysis, and planning services to a diverse array of clients, including governmental agencies, municipalities, private enterprises, and utility companies. We collaborate with both public and private sector partners across all five boroughs, providing expertise in environmental planning, land use, and zoning to promote land development, neighborhood revitalization, mixed-use and affordable housing projects, as well as renewable energy initiatives.The ideal candidate will be responsible for preparing environmental documents and conducting technical studies in alignment with the City Environmental Quality Review (CEQR), New York State Environmental Quality Review Act (SEQRA), National Environmental Policy Act (NEPA), and various other regulatory frameworks. We seek a proactive, team-oriented professional with robust project management capabilities and a genuine passion for enhancing community development.

Join our dynamic team at msg entertainment holdings llc as a Senior Financial Analyst. In this pivotal role, you will leverage your financial expertise to drive strategic planning, forecasting, and performance analysis. You will be instrumental in supporting our financial decision-making processes, ensuring accuracy, and providing insightful financial analysis that informs leadership. Your analytical skills will play a crucial role in optimizing our financial performance and achieving our business objectives.

Teamwork makes the stream work. Roku is transforming the way the world experiences televisionAs the leading TV streaming platform in the U.S., Canada, and Mexico, Roku is on a mission to power every television globally. We pioneered streaming to the TV and aim to be the platform that unifies the entire TV ecosystem. We connect consumers with the content they adore, empower content publishers to build and monetize vast audiences, and offer advertisers unique tools to engage consumers effectively.At Roku, from your first day, you will contribute meaningfully and be recognized for your efforts. Join us in delighting millions of TV streamers while gaining invaluable experience across diverse fields. Role Overview We are seeking an exceptional Senior Financial Analyst to join our Platform Finance team. Reporting to the Sr. Manager of Platform FP&A, you will be instrumental in evaluating historical and prospective financial performance, analyzing business performance and trends, identifying risks and opportunities, and communicating critical business insights. Your role will be vital in providing strategic finance support for the Platform business. Success in this position requires the ability to balance competing priorities, navigate a dynamic and ambiguous environment, and drive projects independently from inception to completion. The ideal candidate will have a robust quantitative background, exceptional analytical skills, advanced modeling capabilities, and meticulous attention to detail. This is an individual contributor role located in New York City.

Join Suno: Pioneers in AI-Driven Music CreationAt Suno, we are revolutionizing the realm of creative entertainment, crafting a platform that brings the joy of music-making to everyone. From grandmothers composing heartfelt songs to Grammy-winning artists using our advanced Suno Studio, we empower users to express themselves like never before.Our mission is ambitious and exhilarating. We thrive in a fast-paced environment where challenges abound and ownership is key. For those who thrive in such an atmosphere, the rewards are immense: you will have the opportunity to shape a transformative medium, collaborate with a dedicated team, enjoy copious amounts of coffee, and create a tool used by millions.As the fastest-growing consumer entertainment company and a leader in AI music, Suno is backed by renowned investors, including Menlo Ventures, Lightspeed Venture Partners, Matrix Partners, and NVentures (the venture arm of NVIDIA).The Opportunity AwaitsAre you an expert in developing robust financial reporting systems? If you’re ready to apply your skills in a dynamic environment that moves as quickly as music itself, we want you to be our first Director of Financial Data & Reporting. You’ll take charge of ensuring the integrity of our financial data, overseeing processes, financial statements, audits, and the foundational infrastructure that supports them. Collaborating closely with our Data, Accounting, and Operations teams, you will bring clarity to our financial health and leverage AI to enhance our efficiency.Your ResponsibilitiesDesign and implement comprehensive financial reporting processes, establishing enduring standards for accuracy, compliance, and data integrity.Contribute to the preparation of quarterly and annual financial statements, ensuring they are thorough, timely, and ready for audits.Collaborate with auditors and enforce necessary controls.Streamline manual reporting workflows through AI-enabled tools, creating an innovative finance function that sets industry benchmarks.Develop finance-focused executive dashboards to provide senior leadership with the financial insights necessary for swift and confident decision-making.Support Suno's mission to make creative fulfillment accessible to all.

Join Medal as a Financial Controller, where you will play a pivotal role in shaping our financial strategy and ensuring the integrity of our financial reporting. You will oversee the financial operations, manage budgets, and provide insightful analysis to support our growth initiatives.

Role overview The Bus Seating Planner will join the Furniture & Operations Unit at the City of New York. This role centers on refining bus seating layouts to improve both comfort for passengers and efficiency for daily transit operations. The work supports the city’s public transportation network and aims to make travel smoother for everyone who relies on it. What you will do Analyze current seating arrangements on city buses to identify areas for improvement Adjust and optimize layouts to balance comfort with operational requirements Contribute to ongoing projects that enhance the quality and reliability of public transit in New York City Location This position is based in New York City.

Join MongoDB's Strategic Finance team as a Strategic Financial Analyst, where you'll play a pivotal role in shaping the future of our business initiatives. Your expertise will guide financial and analytical dimensions of key decisions ranging from go-to-market strategies to resource allocation and investment partnerships. By collaborating with executives and team leaders, you’ll empower them to make informed decisions that drive MongoDB's success. This role is ideal for a proactive self-starter who thrives in a dynamic environment and excels in clear communication with stakeholders across various levels. You’ll have the flexibility to work in a hybrid model, with an expectation of being present in our New York City office approximately two days per week.