Finalis is building the largest investment banking platform in the world.
What does Finalis do?
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.
Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.
Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
Join us in disrupting the securities industry, for good.
How does Finalis work?
We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .
If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.
Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible.
What about your team?
You will be part of the Finance Team and will work alongside different stakeholders from across the company.
✨ What will you be doing?
Help develop a “buy versus build” approach with applicable Finalis stakeholders
Be a leader of vendor management by working with Finalis teams to support vendor purchasing, strategic needs, analysis and procurement processes
Maintain a single source of vendor truth for Finalis
Evaluate Finalis team requirements for vendor products and services
Conduct research and Request for Proposal on available vendors to determine which offer best pricing and quality
Research, analyze and evaluate vendors and recommend new vendor purchases and existing vendor cancellations and extensions
Meet with suitable vendors to assess their products and services, negotiate pricing and communicate related concerns
Implement vendor selection programs to ensure best vendors are secured
Establish standards by which to assess vendors and their performance after approval
Managing relationships with Finalis vendors and serve as Finalis’ point of contact with vendors across Finalis teams
Liaise with Finalis teams to include finance, information security, legal and the project management office (PMO) to manage Finalis vendors, including vendor agreements
Monitor vendors to ensure compliance with Finalis policies, attending vendor meetings and informing vendors and key stakeholders of their responsibilities
Provide oversight of vendors and ensure adequate vendor performance of vendor contracts with Finalis and compliance with industry standards and service levels
Review and track vendor activity to ensure applicable deadlines are met
Evaluate Finalis management programs and identify ways to improve them
Perform quarterly review of vendors and provide feedback to Finalis management
Complete risk assessment of Finalis vendor and Finalis’ vendor management program
Perform additional duties as assigned by Finalis management
Develop and implement processes and guidelines for vendor selection, onboarding, performance evaluation, and offboarding.
Monitor and manage costs associated with vendor services. Contribute to budgeting and forecasting processes in relation to vendor expenses.
Act as the primary point of contact for resolving any disputes or issues that arise with vendors.
Who are we looking for
You have exceptional written and spoken English
You have a minimum of 4+ years of relevant work experience
You have Google Workspace experience
You have excellent communication skills
You have strong organizational skills
You can handle confidential information
You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines
You are a self-starter, quick learner and highly organized with attention to detail
You have the ability to follow up; know what's going on at all times and respond quickly
You are flexible, patient, persistent and have a team spirit attitude
Proven experience managing software vendors, cloud and on premises
Proven experience managing hardware vendors in the US and Latin America
Familiar with ISO 27001 and/or SOC2 vendor management practices
Program and project management, business delivery, business administration, or in a related area
Bachelor's degree in a related field
Detail-oriented and ability to multitask effectively and demonstrate exceptional analytical, problem-solving, organizational and decision-making skills
Adept at negotiating vendor contracts with strong negotiation, management and decision-making skills
Self-motivated individual who has the ability to embrace the role and drive change
Comfortable interacting with multiple teams and leaders on a regular basis;
Proven analytical skills and strategic thinking
Strong interpersonal skills with ability to communicate effectively at multiple levels of an organization in English (verbal and written)
High degree of comfort with business and technology language
Ownership mentality with a deep sense of accountability over results
A wide degree of creativity and latitude is required
What do we offer?
100% Remote work (Work from wherever you want!)
Competitive USD salary
High-Speed Internet expenses allowance
Generous Paid time-off (Vacation Time!)
Additional 17 Flex Days (to use in national holidays or personal matters)
Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!)
People Team Partner (to target your roadblocks and customize an action plan for your career path)
Buddy Program
Virtual After-Office Activities
Diverse Culture & Inclusive environment
Why work with Finalis?
We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.
Finalis’ core values:
Deliver with Integrity
Dream Boldly
Empower through Leadership
Value Learning
Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.
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