Teams at Webull Financial

Lead finance for a regulated crypto money-transmitter: manage accounting, treasury, regulatory reporting (MTL call reports), audits, internal controls, custody reconciliation, and cross-functional compliance to support growth and regulatory obligations.

Manage legal processes (liens, levies, garnishments), handle escheatment lifecycle and state reporting, process asset transfers and DTC deliveries, reconcile accounts and monitor corporate actions, and support Middle Office Operations with administrative tasks, ad hoc requests, and special projects to ensure accurate, timely operational execution.

Administer and optimize Microsoft 365 and identity (Azure AD/Entra ID), manage endpoint tools (Intune, Jamf Pro), support office network infrastructure, serve as Tier 3 escalation for Helpdesk, automate tasks with PowerShell, respond to security incidents, run phishing simulations, and lead IT projects and vendor engagements.