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Job DescriptionAs the Director of Strategic Finance at Talkiatry, you will be at the forefront of driving our financial strategy and ensuring Talkiatry’s continued growth and success. This role demands a high-energy, high-integrity leader who can partner across the organization to lead strategic decision-making and support Talkiatry’s rapid growth. This high-impact, highly visible role will be lead the Strategic Finance pillar within the broader finance Team. This role will report directly to the CFO and will play a vital role in shaping our long-term business strategy and execution. About Talkiatry:Talkiatry transforms psychiatry with accessible, human, and responsible care. We’re a national mental health practice co-founded by a patient and a triple-board-certified psychiatrist to solve the problems both groups face in accessing and providing the highest quality treatment. 60% of adults in the U.S. with a diagnosable mental illness go untreated every year because care is inaccessible, while 45% of clinicians are out of network with insurers because reimbursement rates are low, and paperwork is unduly burdensome. With innovative technology and a human-centered philosophy, we provide patients with the care they need—and allow psychiatrists to focus on why they got into medicine.You will: • Support decision making for senior leadership teams by synthesizing complex models and highlighting key drivers and assumptions., • Evolve and own the company’s financial models, including P&L forecasts, unit economics, contribution margin, and scenario analysis., • Establish and manage financial and operational KPIs and an effective oversight process to enable rapid business decision-making while mitigating risk. · Partner with the CFO and CEO on board materials, performance reporting, and operational storytelling., • Manage a best-in-class strategic finance team to drive collaboration, strategy, and operational rigor throughout the organization.You have:, • Technical Knowledge and Skills: You possess exceptional analytical skills, including advanced Excel proficiency & SQL proficiency, with a proven ability to digest large amounts of data and focus on the most important details., • Technical Knowledge and Skills: You have a strong analytical mindset with expert financial modeling abilities and can effectively translate data into actionable insights, strategies, and financial plans., • Work Standards: You value precision and accuracy in your work and can rapidly dissect complex quantitative problems., • Building Trust: You have a proven ability to build strong cross-functional relationships and interact with others in a way that instills confidence in your intentions and those of the organization., • High Energy: You demonstrate a high-energy, high-integrity leadership style and excel at prioritizing both long-term strategic projects and ad hoc urgent requests in a fast-paced startup environment., • Professionalism: You maintain a high level of integrity and can handle highly sensitive and confidential communication with discretion.Your Qualification:, • 7+ years of experience with a mix of investment banking/private equity, public/large tech company, and startup experience, • Ability to be a "player-coach" - hands-on, proactive, and able to roll up sleeves to get work doneWhy Talkiatry:, • Top-notch team: we're a diverse, experienced group motivated to make a difference in mental health care, • Collaborative environment: be part of building something from the ground up at a fast-paced startup, • Excellent benefits: medical, dental, vision, effective day 1 of employment, 401K with match, generous PTO plus paid holidays, paid parental leave, and more!, • Grow your career with us: hone your skills and build new ones with our Learning team as Talkiatry expands

Job DescriptionThe Opportunity: Banking + Finance Associate Attorney Send resumes to: : New York, NYCompensation: $300,000-$400,000/per year Position SummaryWe are seeking a talented and experienced Mid-Senior-Level Associate Attorney to join our Banking + Finance Practice Group. This position offers an exciting opportunity to work on cutting-edge private credit transactions and collaborate with a team of accomplished professionals in a dynamic and innovative environment.Job Description • Advise and represent direct lenders, private credit funds, institutional investors, and investment banks in a variety of corporate finance transactions., • Structure, draft, and negotiate documentation for leveraged buyouts, acquisition financings, recapitalizations, and other complex private credit transactions., • Handle first lien, stretch senior, second lien, and subordinated loan transactions, as well as structured equity investments and non-traditional preferred stock financings., • Provide strategic counsel on equity co-investments and other complex financing structures., • Collaborate closely with clients and interdisciplinary teams to ensure the successful execution of transactions., • Conduct legal research and provide advice on compliance with applicable laws and regulations., • Maintain up-to-date knowledge of industry trends, market practices, and legal developments affecting private credit and corporate finance.Qualifications, • Juris Doctor (JD) from an accredited law school with a strong academic background., • Admission to the New York Bar is required., • At least 3 years of corporate legal experience, with significant exposure to private credit transactions., • Demonstrated expertise in structuring and executing complex financial transactions, including first lien, and second lien loans, subordinated debt, and structured equity investments., • Strong oral and written communication skills, with a meticulous attention to detail., • Ability to manage multiple priorities in a fast-paced, deadline-driven environment., • Proven track record of delivering high-quality client service and building strong client relationships.

Job DescriptionAbout Us:Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. About You:Versana is looking for a collaborative FP&A Specialist who brings a solid foundation in finance coupled with a deep understanding of corporate finance management. This role will be responsible for providing detailed financial planning, analysis and strategic insights to drive informed decision-making within the organization. The FP&A Specialist will report directly to our Head of Finance, with exposure to company-wide financial planning, accounts payable, accounts receivable, expense reporting and other strategic initiatives.Key Responsibilities • Support senior management in maintaining and improving the multi-year company financial model., • Develop dashboard reporting on cash burn, revenue projections and KPIs/Metrics., • Perform commercial analyses (TAM, product profitability, competitive intelligence) and work with Product and Sales teams in developing the commercial terms and financial projections for products and business lines., • Contribute to the annual budgeting and forecasting processes., • Prepare presentation materials for senior management, the Board of Directors, and current and prospective investors., • Perform ad-hoc analysis and provide support on special projects as needed.Must Haves, • BS or BA degree in Finance., • 5+ years of experience in investment banking, credit/equity research, or consulting., • Ability to multi-task and manage multiple projects simultaneously., • Ability to work well with diverse groups in a collaborative team., • Strong interpersonal skills and outstanding verbal and written communication skills., • Excellent analytical skills with an ability to synthesize qualitative and quantitative information., • Exceptional financial analysis background, advanced modeling skills, strong business communication skills., • Advanced skills in Microsoft PowerPoint and Excel.Nice to Haves, • SQL or Power BI training.

Job Description VP – Banking and Capital Makets Location: NYC Reports To: Head of Capital Markets Position Overview We are seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will have deep domain expertise in asset management and a proven ability to drive growth through strategic partnerships, innovative solutions, and a client-centric approach. This role will also focus on leveraging company’s capabilities in data analytics, digital transformation, and operational efficiency to address industry challenges. Key Responsibilities The Vice President will play a critical role in driving Company’s growth within the asset management sector by developing and executing comprehensive strategies that align with client needs in areas such as fund distribution, investment operations, fund reporting, pricing and valuation, risk analytics, and operational transformation. This leader will identify and cultivate opportunities to deepen relationships with existing clients while opening new doors with prospective firms, ensuring company's offerings are tailored to meet evolving industry demands. By building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk, the VP will act as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications. A significant focus of the role will be solutioning—collaborating with clients to understand their challenges and designing data-driven, scalable, and cost-effective solutions that leverage company’s advanced capabilities in analytics, digital transformation, and process automation. The VP will lead the end-to-end development of these solutions, from identification to seamless implementation, ensuring measurable business outcomes and fostering long-term client value. In addition, the VP will drive business development by leading client discussions, crafting compelling proposals, and closing contracts while ensuring flawless execution and satisfaction through operational excellence. The role also emphasizes thought leadership, positioning company as an industry leader through whitepapers, conferences, and webinars, while championing initiatives like automating fund reporting and integrating AI into portfolio construction. By managing and mentoring a high-performing team, the VP will oversee the delivery of client projects with a commitment to quality and innovation, ensuring company continues to set the benchmark for excellence in the asset management industry. Qualifications • Experience: 12-15+ years in asset management, management consulting, or financial services, with a focus on client-facing roles and business growth.Education: Minimum of an undergrad degree is required. MBA or advanced degree in Finance, Business, Data Science, or related field preferred.Expertise:, • Deep understanding of at least one of the following key areas at an asset management firm: Investment operations, fund distribution, fund reporting, operations, FP&A, performance analytics, risk management, and pricing and valuation., • Proven experience in leveraging analytics and digital solutions to address challenges in the asset management space.Leadership: Demonstrated ability to lead teams, manage client relationships, and drive revenue growth.Communication: Strong presentation, negotiation, and interpersonal skills, with the ability to engage C-suite executives. Good to Have:Experience in fund distribution strategy, market research, and sales enablement within asset management. Familiarity with Generative AI applications and advanced analytics for the financial services industry.

Job Description🚀 Join the Future of Commerce with Whatnot! Whatnot is the largest live shopping platform in North America and Europe to buy, sell, and discover the things you love. We’re re-defining e-commerce by blending community, shopping, and entertainment into a community just for you. As a remote co-located team, we’re inspired by innovation and anchored in our values. With hubs in the US, UK, Germany, Ireland, and Poland, we’re building the future of online marketplaces –together. From fashion, beauty, and electronics to collectibles like trading cards, comic books, and even live plants, our live auctions have something for everyone. And we’re just getting started! As one of the fastest growing marketplaces, we’re looking for bold, forward-thinking problem solvers across all functional areas. Check out the latest Whatnot updates on our news and engineering blogs and join us as we enable anyone to turn their passion into a business, and bring people together through commerce. 💻 Role Strong Business Partnership * Serve as a role model for Whatnot’s Cultural Principles. * Collaborate with Sales, CatEx, Ops, EPD, and Marketing teams to analyze performance and optimize investments. * Work with stakeholders to uncover high-impact opportunities through quantitative analysis, industry benchmarks, and competitive research. Drive Financial Insights & Analytics * Develop actionable recommendations through hands-on analytics, financial modeling, and strategic insights. * Synthesize company-wide data into a clear, contextualized view that informs high-impact decisions. * Contribute to business planning and go-to-market strategy by identifying key growth and efficiency drivers. Operational Rigor & Performance Management * Enhance operational rigor by defining KPIs, dashboards, and OKRs. * Maintain and refine business models to support forecasting and accountability. * Lead strategic and operational initiatives that drive business growth and scalability. We offer flexibility to work from home or from one of our global office hubs, and we value in-person time for planning, problem-solving, and connection. Team members in this role must live within commuting distance of our Los Angeles, San Francisco, or New York City hubs. 👋 You Curious about who thrives at Whatnot? We’ve found that low ego, a growth mindset, and leaning into action and high impact goes a long way here. As the next member of our BizOps and Strategic Finance family, you should have 5-8+ years of overall professional experience with a mix of professional services and start-up experience, plus: * Past experience in consulting, banking, or Strategic Finance. Experience working with Sales, Operations, Product, and Marketing teams a plus * Strong strategic sense with the ability to balance data driven insights and business instincts * Superb financial modeling skills and extensive experience conducting quantitative and qualitative financial analysis. Excellent data skills including strength with SQL is a plus * Comfort working exceptionally fast in an ambiguous work environment * Ability to operate independently and go deep on projects while also building key cross collaborative relationships across the company * Demonstrated ability to work and influence cross-functionally. You are proactive, great at communicating with different audiences and can bring stakeholders on-board. You seek out and have a track record for driving change and impact in a fluid, unstructured working environment * Excellent executive communication skills. You can show and explain insights to a variety of audience types 🙏 Nice to Have * Experience working on a marketplace or a two-sided platform * Passion for creator communities, existing product categories on Whatnot, and/or new verticals that are uniquely suited for live e-commerce * Experience buying and selling in online marketplaces communities 🎁 Benefits * Generous Holiday and Time off Policy * Health Insurance options including Medical, Dental, Vision * Work From Home Support * Home office setup allowance * Monthly allowance for cell phone and internet * Care benefits * Monthly allowance for wellness * Annual allowance towards Childcare * Lifetime benefit for family planning, such as adoption or fertility expenses * Retirement; 401k offering for Traditional and Roth accounts in the US (employer match up to 4% of base salary) and Pension plans internationally * Monthly allowance to dogfood the app * All Whatnauts are expected to develop a deep understanding of our product. We're passionate about building the best user experience, and all employees are expected to use Whatnot as both a buyer and a seller as part of their job (our dogfooding budget makes this fun and easy!). * Parental Leave * 16 weeks of paid parental leave + one month gradual return to work *company leave allowances run concurrently with country leave requirements which take precedence. 💛 EOE Whatnot is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce. Compensation Range: $250K - $335K

Job Description Client Relationship Manager Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary: The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market. Responsibilities • Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals., • In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients., • Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans., • Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit., • Mentor other team members including Portfolio Managers and Analysts., • Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events. Qualifications • 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;, • Experience in dealing with a wide array of corporate clients and credit structures;, • Thorough knowledge of the banking and financial services industries;, • Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;, • Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;, • Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;, • Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;, • Ability to write clearly and concisely in both internal credit memos and client communications., • Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization. Many of our job openings can be viewed at

Job DescriptionAbout the Job We are excited to announce that Raine is hiring a highly motivated Sr. Analyst / Associate with a demonstrated track record to join its Private Capital Markets (PCM) team. This new team member will be an integral part of Raine’s merchant banking platform and will work closely with Raine’s corporate clients and portfolio companies to develop, structure, and implement innovative and customized financing solutions to meet their capital needs and strategic objectives. A successful candidate will be process oriented and focused on driving results. Raine PCM is deeply integrated across both the advisory and principal investing businesses of Raine on a global basis. The team provides many traditional investment banking experiences (managing client relationships and working with them to develop strategic and tactical financing plans), while navigating the ever-changing global capital markets. Raine is comprised of many industry-focused experts, which work closely with Raine PCM to provide relevant market insight, product creativity, and execution expertise to corporate clients and portfolio companies. These solutions include private and public equity and equity-linked securities; secondary share sales and repurchases; and other customized financing packages. When clients need capital, Raine PCM responds with market judgments and ingenuity. Whether executing an equity private placement, a debt offering or a sale of a control equity stake, Raine PCM integrates Raine’s product and industry expertise to provide a roadmap of alternatives, offering clients seamless advice and sophisticated solutions. Raine PCM helps to originate, structure, and execute public and private placement of equity and debt products. The group provides fresh ideas directly to C-suite decision makers, earning the role as trusted advisor at the most important times in a company’s lifecycle. Raine’s NY office is looking for a highly motivated Sr Analyst / Associate to join Raine PCM.Requirements include: • 2+ years of experience in Investment Banking or Global Capital Markets., • Bachelor’s degree required., • Series licensing or must obtain.You are / have / can:, • An ability to manage multiple projects with an extraordinary level of attention-to-detail, and interest in solving complex problems through experience and market-based expertise;, • Provide complicated financial analysis, and develop appropriate corporate finance solutions;, • A high level of motivation and commitment to working hard, along with a deep intellectual curiosity;, • A team-first attitude with a desire to develop junior team members;, • Strong written and verbal communication skills;, • Commercial instinct and ability to perform under pressure and tight deadlines;, • Interested in developing a career in Capital Markets;

Job DescriptionSalary: The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. Role and Responsibilities: Prospect is seeking a highly motivated Investment Professional to join its Lower Middle Market Equity (LMME) initiative with a primary focus on deal origination and sourcing. This individual will be responsible for identifying, developing, and maintaining relationships that drive proprietary and intermediated investment opportunities across the lower middle market. The role emphasizes front-end sourcing, relationship management, and strategic market coverage ideal for a professional who combines strong interpersonal and networking skills with an understanding of private credit and lower middle market dynamics. Key responsibilities include: • Source, evaluate, and qualify new investment opportunities in the lower middle market (typically $315 million EBITDA), • Develop and maintain relationships with investment banks, business brokers, private equity sponsors, advisors, and company owners., • Represent Prospect Capital at industry events, conferences, and networking functions to enhance market visibility and deal flow., • Collaborate closely with internal investment and underwriting teams to transition qualified opportunities through the investment process., • Track and manage origination activity, maintaining a disciplined and organized pipeline., • Contribute to the strategic development of Prospects LMME origination platform and market coverage approach. Desired Skills and Experience • Demonstrated success in originating and developing new deal flow in private credit, leveraged finance, private equity, or related fields., • Deep relationships and established network across the lower middle market ecosystem., • Solid understanding of credit fundamentals and investment evaluation., • Excellent verbal and written communication skills with a professional presence., • Ownership mentality, entrepreneurial drive, and a self-starter mindset., • Highly organized and able to manage multiple opportunities simultaneously., • Prior experience in private credit, investment banking, private equity, or another analytical, transaction-oriented role preferred., • Strong academic track record. The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job Description Role: AP Specialist Location: New York, NY Salary: $70,000 - $80,000 / Annually Midtown nonprofit is looking for an AP Specialist to process payments and supplier/vendor invoices, ensures compliance with local regulations, and performs general and cost accounting activities including preparing journal entries, classifying and recording of financial transactions, payment processing, etc. Key responsibilities: • Review coding and supporting/source documents for accuracy and valid business purpose before processing and approving all payment requests, invoices and expense reports,, • Research questions and communicate issues on payments and ensure timely follow up with both internal staff and external vendors, • Process payments for all US entities; distribute, mail, or ensure delivery of signed checks or wire confirmation as per instructions on payment request, • Create, review, modify, approve/reject vendor requests in Salesforce and NetSuite, • Bachelor's degree (B.A./B.S.), • Prior relevant financial accounting work experience and/or training and knowledge and understanding of US Generally Accepted Accounting Principles, • Manage work efficiently in a fast-paced accounts payable (or wider finance team), research financial data, troubleshoot and follow through on projects to completion, possess strong attention to detail, while meeting strict deadlines, • Prior relevant financial accounting work experience and/or training and knowledge and understanding of US Generally Accepted Accounting Principles, • Manage work efficiently in a fast-paced accounts payable (or wider finance team), research financial data, troubleshoot and follow through on projects to completion, possess strong attention to detail, while meeting strict deadlines, • Demonstrates in depth experience in managing Accounts Payable function, • Experience in managing vendor data and associated tax reporting, • Extensive experience in banking and payment operations, • Excellent computer and analytical skills, proficient in Microsoft Office and cloud-based platforms and experience with internet research and database management, • Effective communication (written, verbal and listening), interpersonal, and organizational skills with the ability to show discretion and handle confidential issues Excellent benefits and perks to promote well-being and a healthy work-life balance, including: Generous time off, Employer-paid health insurance *and dental plans for individuals and families (no employee contribution required). Exceptional retirement savings plan (non-contributory for employees) and life insurance. Progressive paid parental leave, reproductive and family planning support, and much more. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request. IND 002-003

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: The firm is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biopharmaceutical companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, and internal sales force and trading personnel. Our ideal candidate has an undergraduate degree in a related field of study, including biology, chemical engineering, biochemistry, biomedical engineering, biotechnology, molecular biology, genetics, or pharmacology. An advanced degree in a related field is a plus, but not a requirement. Minimum of one year of sellside equity research experience is required. The ideal candidate pays excellent attention to detail, is skilled at time management, has a strong work ethic, effective oral and written communication skills, and an outstanding academic record. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses at least some experience with financial modeling and exposure to the equity markets; and, has a passion for life sciences investing. We look for people who possess the following characteristics: • Exceptional academic background., • A thorough understanding of the investment process and the ability to perform deep primary research., • Excellent quantitative and financial modeling skills. Associates are responsible for building and maintaining company financial models and for organizing and updating industry data., • Strong writing skills. Associates are responsible for authoring equity research reports, company initiations, industry reports, and marketing presentations—sometimes under tight time constraints., • Responsiveness, professionalism, and the ability to manage priorities to meet deadlines., • Experience in biopharmaceuticals equity research, drug development, or related field preferred., • Proficiency in Microsoft Office; FactSet, Bloomberg would be a bonus. For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionDescription: Customer Relationship driven Commercial Bank in Midtown Manhattan hiring Senior Credit Underwriter MUST BE ABLE TO WORK 4 days ONSITE $145,000-$165,000 NO VISA NO SPONSORSHIP Duties and Responsibilities: • For the most complex transactions, undertaking comprehensive financial and credit risk analysis in support of loan requests; including but not limited to financials, projections, industry/market, structure, management and environmental., • Must have experience with transitional loans or loans that have no cashflow and bringing those properties to cashflow, • Demonstrating deep understanding of credit risks and mitigants, presenting clearly and concisely in risk focused credit proposals for submission to the appropriate approval authority., • Work collaboratively with Lending Officers throughout the transaction process, ensuring all Borrower information including financials are complete, accurate, received in a timely manner and analyzed fully. Attend client meetings and/or site visits as appropriate., • Strong understanding of compliance, regulations and the Bank’s commercial lending policies, clearly outlining any exceptions to policy and supporting rationale in the credit proposal., • Ensure all credit-related questions from the approval authority are addressed efficiently and effectively., • Contribute effectively at Credit Committee and other Committee meetings as appropriate., • Provide guidance and oversight for more junior credit underwriters., • Assisting in the completion of various monthly, quarterly or ad hoc reports as necessary., • Assisting in gathering information required by Bank examiners and internal audit., • Performs additional duties and responsibilities as assigned by managementRequirements: Preferred experience, education, and qualifications: • Bachelor’s degree in Business, Accounting or Finance; or equivalent experience, • Minimum 7 years in credit related field, preferably in a banking environment with C&I / Healthcare experience, • Strong analytical / financial modeling skills, • Excellent written and verbal communication skills, • Strong interpersonal skills; work collaboratively and with integrity with key internal and external stakeholders., • Strong team player with desire to develop and coach less experienced members of the team, • Working knowledge of all MS Office Suite products, • Experience with transitional or "bridge" loans, • Experience with loans that have no cash flow/Experience bringing those properties to cash flow

Job DescriptionCompany Description Informa Festivals marks an exciting new chapter in B2B events, bringing some of the world's most influential creative, technology and business festivals together. We’re combining prestigious brands like Cannes Lions, Black Hat, Money20/20 and London Tech Week with cutting-edge marketing intelligence platforms and advisory services to deliver unmissable experiences and insights. Our festival-led approach reimagines traditional B2B events, creating powerful, immersive experiences that drive innovation and industry advancement. Building on decades of expertise and powered by Informa's international reach, we're shaping the next generation of business festivals. Job Description This position is based in our 605 3rd Ave, New York, NY 10158, USA office. The position offers a competitive compensation package: • Base salary ranging from $100,000 to $110,000 USD annually, commensurate with experience We are seeking an Account Manager to join our Retention Team in New York as part of our Sales function. This role will focus on driving growth within our portfolio for Money20/20 USA. If you're passionate about sales, events, finance, and technology, this is an exciting opportunity to make a significant impact within a dynamic industry. As the Account Manager, your primary responsibility will be to manage and grow relationships with existing clients, focusing on retention and scaling accounts within the financial services sector. You will work to exceed quarterly and yearly revenue targets by identifying new opportunities, upselling, and cross-selling across multiple revenue streams for Money20/20 USA. Key Responsibilities: • Drive Revenue Growth: Meet and exceed quarterly and annual sales targets by growing revenue from assigned retention accounts within the Money20/20 USA portfolio., • Client Relationship Management: Manage and nurture direct relationships with customers in categories such as banking, payments, technology, and professional services. Your goal is to strengthen partnerships and ensure continued engagement with the Money20/20 USA event., • Account Growth Plans: Develop and implement tailored strategies to expand accounts, ensuring a deep understanding of client needs and opportunities to enhance their involvement in the event., • Sales Presentations & Negotiations: Arrange and attend meetings with senior-level decision-makers, deliver compelling presentations, draft proposals, and handle objections to close deals. Secure agreements and contracts promptly, ensuring smooth execution., • Tailored Commercial Solutions: Create customized sponsorship packages by developing new inventory and leveraging the full Money20/20 portfolio. Ensure that proposals meet the unique needs of each client, enhancing their overall event experience., • Collaboration with Internal Teams: Work closely with marketing, creative, finance, operations, and customer experience teams to ensure clients' expectations are met and they receive the best possible service throughout the partnership., • Client Guidance & Support: Provide ongoing support and guidance to clients, helping them maximize their impact at Money20/20 USA through clear communication and strategic advice., • Networking & Industry Engagement: Build and maintain a network with clients at industry events, competitive trade shows, and customer-hosted functions. Travel may be required, primarily to Money20/20 events.Qualifications, • Proven track record in selling trade show sponsorships and exhibit space, with experience in sales or a sales support role., • Interest or background in the technology, finance, and events sectors (preferred experience in finance or events)., • Strong commitment to customer service, with a proactive approach to exceeding client expectations., • Exceptional communication skills, both written and verbal, with the ability to engage and present to mid- and senior-level executives., • Proven ability to understand client needs and tailor proposals to effectively meet those objectives., • Proficient in utilizing Salesforce for account management, pipeline tracking, and reporting., • Well-versed in Google Workspace and/or Microsoft Office tools. Additional Information We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely. We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com Our benefits include: • Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment, • Broader impact: take up to four days per year to volunteer, with charity match funding available too, • Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves, • Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year, • Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount, • Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more, • Recognition for great work, with global awards and kudos programs If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information. See how Informa handles your personal data when you apply for a job here. The job posting will expire on November 28, 2025.

Job Description Job Title: Strategic Finance Associate Location: On-site New York Position Type: Full-time – Exempt - 50 hours/week Compensation: $95K - $130,000K yearly + Bonus + Full Benefit Package (Day one) About Flexcar Flexcar is completely reimagining car ownership. We offer the world’s first month-to-month car lease, with insurance and maintenance included. Members can swap cars anytime as their needs change, without the commitment or hassle of traditional car ownership. By combining operational expertise with technology, data, and AI, we’re transforming every aspect of the customer journey and delivering a more affordable, flexible, and hassle-free alternative to buying or leasing. Role Overview The Strategic Finance Associate will be a key member of the finance team, supporting strategic planning, financial forecasting, and business performance analysis. The ideal candidate will be comfortable moving between high-level strategic thinking and detailed financial modeling. Key Responsibilities * Support strategic finance initiatives across the business, conducting complex financial analysis to deliver critical insights that empower us to make data-driven decisions and enhance overall business performance * Evaluate and understand profitability across customer segments and the driving factors of variances in profitability; identify opportunities for growth/profitability improvements and quantify the financial impact of those opportunities * Assess various pricing opportunities and their impact on customer lifetime value, with an emphasis on the specific impacts to the inputs of CLV * Partner with department leads to evaluate performance against KPIs and identify opportunities to improve efficiency and profitability * Build business cases for new initiatives, investments, and cost optimization efforts Qualifications Education: * Bachelor’s degree in finance, Accounting, Economics, or a related field Experience: * 2–4 years in strategic finance or investment banking * Proven track record of conducting quantitative/financial analyses and developing recommendations Skills: * Advanced Excel and financial modeling skills. * Thorough understanding of financial statements and financial reporting * Exceptional analytical and problem-solving ability with a strategic mindset * Ability to crystallize findings into actionable insights and communicate effectively to clearly articulate ideas, analysis results, and recommendations * Strong understanding of subscription-based businesses and customer lifetime value concepts What Tops Off the Tank * Rest & Relaxation: Flexible PTO policy and Sick Time * Future Savings: Benefit from a 401(k) plan with company match from day one. * Employee Benefits: Health and welfare benefits include medical, dental, vision (Day One), Short- and Long-term disability, life insurance coverage and more. * Drive a Flexcar! Discounted employee rate on Flexcar products and no annual membership fee. Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the Employer. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Powered by JazzHR LiNfSE3EJQ

Job Description At Fuze Health, we put patients first and tirelessly address the most pressing needs in healthcare. We empower millions to digitally connect with care providers, essential health resources and needed treatments – and enable care providers, employers, health plans and life sciences companies to meaningfully enhance quality, outcomes and value. We are dedicated to helping our partners evolve and modernize to meet emerging patient and marketplace needs. Fuze Health's foundation is built upon the strategic combination of several proven, technology-powered innovators in the digital health, diagnostics, and pharmacy sectors. Our growing portfolio brings together the capabilities of industry leaders including LetsGetChecked, Truepill, and Alto Pharmacy, to create a distinctive, unified force in healthcare. Together, we have the shared vision, advanced capabilities and talented teams to deliver next-generation solutions that patients and healthcare partners need today and into the future. Senior Treasury Manager Reporting to the Head of Treasury, Tax and M&A, we are seeking a detail-oriented, analytical and proactive Senior Treasury Manager to join our finance team. The Senior Treasury Manager will be responsible for managing the company's cash flow, liquidity, and financial risk, ensuring optimal cash management, and supporting the overall treasury function. You will play a critical role in integrating the treasury operations of our newly combined enterprise (Fuze Services, FuzeRx, and FuzeTechnologies). This role involves regular reporting, forecasting, and maintaining banking relationships to ensure that financial obligations are met efficiently and accurately, while driving the strategic unification of our global banking structure. Key Responsibilities Cash Management & Liquidity: • Monitor daily cash balances and ensure adequate liquidity to meet the company's operational needs across all business pillars., • Forecast daily, weekly, and monthly cash requirements feeding into 13 week cash flow forecasting, working capital, and other liquidity needs., • Analyze cash flow patterns and work closely with other departments to anticipate cash needs and optimize working capital., • Process cash transfers and monitor short-term borrowings, managing intercompany funding between the parent company and subsidiaries., • Review bank statements and perform daily cash reconciliation., • Liaise with banks to manage and optimize the company's banking relationships, serving as the primary point of contact., • Negotiate terms for banking services and credit facilities to ensure cost-effectiveness and operational efficiency., • Coordinate the setup of new bank accounts or other related banking services., • Help identify and mitigate financial risks, including currency exposure, interest rate risk, and counterparty risk., • Assist in managing the company's short-term borrowing and investment strategies., • Assist in implementing and maintaining risk management policies and procedures (e.g., FX hedging, Investment Policy)., • Prepare cash flow forecasts, liquidity reports, and other treasury-related reports for senior management., • Monitor and maintain key performance indicators (KPIs) for treasury operations., • Contribute to the development and enhancement of treasury processes and systems, specifically driving the consolidation of treasury operations post-merger., • Support the integration of treasury management software and other financial systems (e.g., TMS implementation)., • Participate in automation initiatives and improve data accuracy and reporting efficiency.Requirements, • Bachelor's degree in Finance, Accounting, Economics, or related field., • Minimum of 5 - 10 years of experience in treasury, finance, or accounting., • Minimum 5 years recent experience in Treasury., • Experience in cash management, bank relationship management, or financial analysis is preferred., • A professional certification (e.g., ACT, CFA, or CTP) is a plus but not required., • Strong understanding of financial analysis, cash flow management, and treasury operations., • Proficiency in Microsoft Excel and financial modeling., • Experience with treasury management systems (e.g SAP or others)., • Proven track record of integrating banking structures or treasury processes following a merger or acquisition (M&A experience) is highly desirable., • Strong communication skills and ability to work cross-functionally. The compensation range for this position is $140,000-$175,000, in addition we offer a range of benefits including: • Health, dental & vision insurance, • 401k Matching contribution, • Flexible PTO plan, • Wellness/lifestyle account. #LI-IF1 #LI-Remote At Fuze Health, we are committed to fostering an inclusive environment that celebrates diversity in all its forms. We believe that the diversity of thought, background, and experience strengthens our teams and drives innovation. We are an equal-opportunity employer and do not discriminate on the basis of race, ethnicity, religion, color, place of birth, sex, gender identity or expression, sexual orientation, age, marital status, military service status, or disability status. Our goal is to ensure that everyone feels valued and empowered to thrive. Read our Candidate Privacy Policy.

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As a Strategic Finance Associate at Maven, you will: • Become an expert on the underlying data architecture supporting Maven's revenue forecasting and identify ways to automate and optimize our models, • Synthesize data from finance, operations, growth, and clinical functions into unified dashboards and insights that drive strategic decisions., • Streamline reporting and insights delivery; Partner with Client Success and Payer Growth to automate external reporting, ensuring consistent, transparent, and data-backed financial narratives., • 2-3 years of experience in investment banking, consulting, business operations, or as a financial manager at a fast-paced, high-growth startup, • Strong quantitative mindset with expertise in financial modeling, systems design, and process automation., • Comfort working with large, complex datasets and integrating tools such as Looker, SQL, Python, or AI/ML frameworks to derive insights., • Highly self-motivated, with the ability to run against problems with little direction, experience knowing when and how to escalate effectively, • Excellent written, verbal, and interpersonal communication skills, • Superior story-telling and data visualization capabilities, • A track record of thriving in fast paced environments, • Proven ability to build strong cross-functional relationships and manage complex projects across multiple teams, • High energy, high integrity leadership style with a positive outlook, collaborative mindset and entrepreneurial spirit, • Healthcare experience, ideally within early stage, high growth SaaS or subscription-based business models This role requires active work authorization in the US and we are looking for individuals to be based in NYC or SF. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Direct Counsel is representing an AmLaw 100 firm in its search for a skilled Finance Associate to join its Banking and Lender-Side Finance Practice. This is an outstanding opportunity for a motivated attorney with at least 2 years of experience in private credit, leveraged finance, or acquisition finance to join a top-ranked team working with major arrangers and direct lenders. This high-growth practice offers not only sophisticated work but also a supportive, collaborative environment where associates can thrive and advance quickly. Key Responsibilities: * Structure and negotiate complex finance transactions on behalf of leading financial institutions and direct lenders * Draft credit agreements, term sheets, and related documentation * Collaborate closely with senior attorneys and clients across a variety of industries * Manage deal flow from inception through closing * Participate in cross-border transactions and multi-practice collaborations Qualifications: * 2+ years of relevant law firm experience in private credit, acquisition finance, or leveraged finance * Strong academic credentials from an accredited law school * Excellent drafting, analytical, and client communication skills * Licensed and in good standing in the relevant jurisdiction or eligible to waive in * Team-oriented mindset with a desire to learn and grow in a fast-paced environment What’s in It for You: * Work at a prestigious AmLaw 100 firm with top-tier clients * Join a rapidly growing practice with clear paths for advancement * Collaborate with market-leading attorneys in a team-oriented culture * Competitive Cravath-scale compensation and comprehensive benefits * Multiple office location options to suit your lifestyle If you’re ready to take your finance career to the next level and work with one of the best in the business, apply today through Direct Counsel. Let us help you land your next great role.

Job Description Assistant Controller/Business Analyst (BANKING) Located in Manhattan Base salary $80,000–$100,000 depending on skills and experience We are seeking an Assistant Controller or Junior Business Analyst with strong data analysis, SQL, and Excel skills to join a Financial & Data Control team in New York. This is an excellent opportunity for an early-career professional to gain hands-on exposure to banking, regulatory reporting, and financial analytics. Key Responsibilities • Support U.S. regulatory and financial reporting (Fed, NYSDFS, U.S. Department of Commerce), • Analyze and validate financial data related to P&L, balance sheet, capital, and liquidity, • Assist with monthly closings, management reporting, and audits, • Use SQL and Excel to analyze data and automate reporting, • Prepare ad-hoc reports and support data/process improvement projects Qualifications • 1–3 years of experience in banking, financial services, or financial reporting, • Bachelor’s degree in Finance, Accounting, Economics, or related field, • Proficiency in SQL and advanced Excel, • Strong analytical and communication skills, • Ability to work on-site in New York #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job DescriptionAbout Vessel Vessel is building the future of housing. We combine breakthrough design, advanced manufacturing, and first-principles thinking to tackle one of the world’s most pressing challenges: creating sustainable, attainable housing for all. This isn’t just construction—it’s a complete reimagining of how people live. Backed by Mosaic Ventures and Lennar, the nation’s largest homebuilder, Vessel is rapidly scaling to meet growing demand. We care deeply about every detail—from beauty and durability to efficiency and accessibility—because we believe everyone deserves a thoughtfully made home. What You’ll Do You’ll work directly with senior leadership across Vessel’s development pipeline, supporting projects from site evaluation through design, approvals, and delivery. This is a hands-on, execution-oriented role with exposure to every part of the development process. -Advance development projects from site selection through design, permitting, and delivery, supporting wherever needed to move work forward-Evaluate potential development sites through market research, zoning and regulatory analysis, and development feasibility-Build, maintain, and adapt development underwriting models to support project decisions-Work across internal teams (design, engineering, construction) and external consultants to drive alignment and forward momentum-Prepare investment memos, presentations, and internal materials for senior leadership and capital partners-Manage multiple workstreams simultaneously while continuously improving internal processes, models, and tools to increase efficiency and execution quality Who You Are You are a highly analytical, execution-oriented self-starter who thrives in ambiguity and takes ownership of complex problems. You are excited by Vessel’s product and want to build a career in innovative, hands-on real estate development. -1–4 years of experience in real estate development, real estate private equity, investment banking, or real estate finance-Strong quantitative and analytical skills, with advanced proficiency in Excel and the ability to build and maintain rigorous financial models-Excellent ability to produce high-quality internal and external materials (memos, decks, exhibits)-Comfortable managing multiple priorities across acquisitions, development, and execution simultaneously-Highly organized, detail-oriented, and accountable—nothing slips through the cracks-Strong written and verbal communicator who can clearly identify risk and explain complex issues-Naturally curious, resourceful, and willing to figure things out without heavy direction-Willingness to work in-person in New York City in a fast-paced, highly collaborative environment

Job DescriptionSalary: 100,000-120,000 Ninth Wave, Inc. Marketing Manager Location: New York City Office Role Overview Ninth Wave is seeking a dynamic and experienced Marketing Manager to lead and execute our B2B marketing initiatives across digital channels, events, content, and sales enablement. This is a highly visible role that works cross-functionally with company leadership, sales, and external partners to drive brand awareness and lead generation. The ideal candidate will have a track record of successfully translating strategy into marketing campaigns that meet the companys goals. This role reports to the Chief Operating Officer. Responsibilities • Develop and execute digital marketing campaigns, including email, organic/paid social, and search engine marketing (SEO/SEM). Manage these campaigns through HubSpot., • Optimize SEO/SEM performance to increase website visitors and leads.., • Create compelling content such as case studies, blogs, white papers, and industry reports to engage our B2B audience., • Develop sales enablement materials, including collateral, presentations, playbooks, and training guides., • Lead event marketingplan, manage, and execute trade shows and custom events, including booth logistics and vendor coordination., • Manage corporate communications, including website updates, media outreach, and PR initiatives., • Analyze performance metrics (e.g., ROI, CPC, CPL, SEO) through SalesForce and HubSpot and use insights to continuously optimize campaigns., • Manage the marketing budget, ensuring alignment with strategic goals and efficiency in spending. Who you are • A collaborative communicator who can align teams and stakeholders across the business., • A self-starter who thrives in fast-paced, entrepreneurial environments., • Data-driven and analytical, able to interpret results and optimize for performance., • A creative thinker with a knack for storytelling and campaign innovation., • Comfortable switching between strategic planning and hands-on execution. Requirements • 5+ years of B2B marketing experience, preferably in fintech or enterprise software., • Experience in banking or fintech, and exposure to Open Finance., • Proven track record developing content across formats and channels (web, email, social, print, etc.)., • Hands-on experience with marketing automation tools (e.g., HubSpot, Salesforce)., • Proficient with platforms like Google Analytics (GA4), Semrush, and SEO/SEM tools, AI marketing tools., • Experience managing integrated lead generation campaigns and reporting on KPIs such as ROI, CPL, and CPC., • Strong event management skillsplanning, logistics, vendor coordination, and onsite execution., • Exceptional project management and organizational skills. Able to work in the Manhattan-based office on a hybred schedule. • Ability to manage and report on a marketing budget., • Travel to industry events and conferences as needed to manage Ninth Waves presence and promote brand visibility. Collaborate in-person with Leadership and Sales teams at our New York City office to drive strategic initiatives. Company Overview At Ninth Wave, we empower financial institutions and their customers with seamless, secure connectivity across the modern digital-finance ecosystem. Our open-finance platform provides direct connections between banks and their customers favorite financial apps, improving the customer experience with faster, more reliable, and safer data sharing. Built on decades of enterprise banking expertise, Ninth Wave delivers trusted, scalable solutions that help institutions drive innovation while maintaining security, control, and confidence.

Job Description Role Overview Mercor is partnering with a cutting-edge AI research initiative to generate high-quality Excel-based training data for financial modeling. We’re seeking experienced finance specialists with deep Excel expertise to help synthesize realistic, structurally complex spreadsheets across key financial domains. This short-term, project-based engagement offers a unique opportunity to contribute domain knowledge to frontier model development. Key Responsibilities * Design and write detailed prompts for generating complex financial Excel models * Review and refine AI-generated spreadsheets for structural integrity and formula accuracy * Ensure financial logic, dynamic formulas, and input-calculation separation are correctly implemented * Create models across topics such as 3-statement projections, DCFs, cap tables, and LBOs * Deliver fully functional, formula-dense Excel files that meet rigorous quality standards * You will be given access to State-of-the-Art AI Agent that help you created advanced excels!! Ideal Qualifications * 3+ years of experience in finance, investment banking, or Private Equity * Strong proficiency in Microsoft Excel, including complex formulas, financial modeling, and spreadsheet architecture * Familiarity with advanced financial modeling concepts (e.g., DCF, cash flow forecasting, capital structuring) * Meticulous attention to detail and ability to verify mathematical and structural accuracy * Experience creating or auditing Excel models used in professional settings More About the Opportunity * Remote and asynchronous — contributors set their own schedule * Expected time commitment: ~10h/week * Project duration: 1 week (with possibility for extension) * Target volume: 20 unique, high-complexity Excel files in 1 week. Compensation & Contract Terms * $70/h * Payments issued weekly for accepted deliverables * Independent contractor arrangement Application Process * Submit your resume to express interest * Candidates may be asked to complete a short Excel task as part of the evaluation About Mercor * Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations * Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey * Thousands of professionals across law, engineering, finance, and research have joined Mercor to work on frontier projects shaping the next era of AI

Job DescriptionThe bulk recyclables industry is a ~$1 trillion industry – yet is largely a technological desert. Outlast is transforming the recyclables trade through technology. Our platform enables suppliers and buyers to safely and effortlessly transact their materials at the push of a button. Beyond connecting suppliers and buyers, we also provide enterprise account procurement, off-take, global logistics, financing, and quality control. As a company, we are keenly focused on optimizing the customer experience and doing good for the environment by promoting recycling. Outlast is seeking a highly motivated Controller to lead our accounting operations and partner closely with the CFO in managing the company’s financial health. This role will oversee core accounting functions (general ledger, accounts payable, billing, payroll, tax, and cash management) while helping to design scalable systems, controls, and reporting processes that support a growing business. The Controller manages the accounting team, ensures accuracy and timeliness of financial reporting, and acts as a strategic resource to leadership.Accounting & Reporting • Lead the monthly close process, ensuring accurate journal entries, reconciliations, and financial statements., • Maintain the general ledger and ensure proper recognition of revenues, expenses, accruals, and reserves., • Review and present monthly financials with the CFO, investigating and explaining key variances., • Develop, implement, and enforce accounting policies, procedures, and internal controls., • Serve as the primary point of contact for external auditors and banks., • Partner with senior leadership and FP&A in budgeting, forecasting, and key financial analyses.Accounts Payable & Receivables, • Oversee AP, ensuring invoices are accurate, approved, and paid within terms while optimizing working capital., • Oversee billing and cash application processes to ensure timely and accurate recognition of customer receipts., • Identify opportunities for efficiency and automation within QuickBooks and related systems.Banking & Cash Management, • Reconcile bank accounts monthly and monitor daily cash transactions., • Prepare weekly borrowing base certificates and support cash flow management., • Facilitate and approve banking transactions in coordination with the CFO.Payroll, Benefits, & Taxes, • Oversee payroll accounting and related accruals in partnership with HR., • Ensure payroll liability accounts and benefit-related expenses are accurate and reconciled., • Coordinate tax filings and payments across federal, state, and local jurisdictions., • Manage tax exemption processes and compliance.Leadership & Team Management, • Manage and mentor accounting staff, providing coaching, feedback, and development opportunities., • Set clear goals and expectations for the team, ensuring accountability for accuracy and timeliness., • Support onboarding, training, and continuous improvement of accounting processes., • Collaborate cross-functionally to align financial operations with broader company goals.Qualifications, • Bachelor’s degree in Accounting or Finance required; CPA strongly preferred.5–7+ years of progressive accounting experience, with at least 2 years in a supervisory or management role., • Proven ability to manage the monthly close, lead audits, and build accounting processes for scale., • Strong technical knowledge of GAAP, internal controls, and compliance requirements., • Hands-on experience with QuickBooks and proficiency with Microsoft Office and G-Suite; SQL a plus., • Highly detail-oriented with excellent organizational and analytical skills., • Effective communicator with the ability to work collaboratively across functions.

Job DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role The Revenue Financial Analyst II will play a critical role in supporting X and xAI's revenue performance by analyzing financial data, forecasting revenue trends, and providing actionable insights to optimize business performance. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally to support strategic decisions as we grow into a hybrid ad + AI monetization business. Responsibilities • Analyze advertising revenue trends to uncover growth opportunities, diagnose business challenges, and evaluate factors such as industry trends, quadrennial events, and product performance., • Develop and maintain quarterly and annual revenue forecasting models to support budgeting, planning, and strategic initiatives., • Partner with sales, marketing, product, and operations teams to align financial strategies with business objectives. Provide data-driven insights to support the financial impact of business decisions., • Identify and implement enhancements to financial processes, systems, and tools to boost efficiency, deepen Grok integration, and improve revenue reporting accuracy., • Conduct special projects and ad-hoc financial analyses to support leadership in evaluating new business opportunities and operational efficiencies., • Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needs.Required Qualifications, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 3-5 years of experience preferably in corporate finance, investment banking, strategic finance, management consulting., • Advanced Excel and financial modeling expertise required. SQL/Tableau familiarity preferred., • Strong ability to analyze complex datasets, identify trends, and translate findings into actionable business recommendations., • Excellent verbal and written communication skills, with the ability to present complex financial information to non-financial stakeholders.Preferred Qualifications, • Thrives in a fast-paced, dynamic environment and can manage multiple priorities with tight deadlines., • Collaborative mindset with a proactive approach to problem-solving and cross-functional partnership., • Technical deep-dive: Discussing your experience with revenue recognition and accounting processes., • A take-home challenge focused on revenue recognition or financial analysis. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

Job DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role As a Revenue Finance Analyst II supporting xAI's Developer Platform, you will play a critical role in optimizing the revenue lifecycle, from billing automation to financial reporting, for a dynamic, API-driven ecosystem. You will collaborate with cross-functional teams (Finance, RevOps, Engineering, and Product) to ensure accurate revenue recognition, streamline processes, and provide actionable insights for platform growth. This role requires a blend of financial acumen, technical curiosity, and a passion for enabling developers to succeed in a scalable, global platform. Responsibilities • Build models to analyze complex and sometimes ambiguous business issues: API revenue forecasting, market sizing, pricing structures, product launches, • Work closely with Developer Platform leadership to track revenue, size opportunities, and price new API offerings, • Use metrics and analytics to identify growth risks and opportunities and influence business partners to drive timely decision making, • Work with large data sets, synthesize insights, and present recommendations to executives, • Design and implement reporting tools for your business partners (e.g. forecast models, Tableau dashboards), • Create meaningful presentations and analyses that tell a story focused on insights, not just data, • Streamline processes and increase bandwidth within the Revenue Finance team through automation and outsourcingRequired Qualifications, • Bachelor's degree with a strong academic record, • At least 3-5 years of experience preferably in investment banking, investment management, management consulting, FP&A, or in the technology/API industry, • Demonstrated experience writing SQL queries and pulling data from relational databases, • Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners, • Superior Excel/Google Sheets and financial modeling skills, • Experience manipulating complex and large data setsPreferred Qualifications, • Tableau and R / Python / Git a plus, • Knowledge of API platforms and developer ecosystems; knowledge of social media a plus, • Prior experience working in a technology or AI-driven company., • Technical deep-dive: Discussing your experience with revenue recognition and accounting processes., • A take-home challenge focused on revenue recognition or financial analysis. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

Job DescriptionA national full-service business law firm with over 200 attorneys and offices across the United States is seeking a Foreclosure Sales Paralegal with prior NY Sales experience needed to support the Banking and Finance Department.The NY Sales Paralegal will be responsible for enhancing attorney effectiveness by providing information management support, assisting the attorney in the delivery of legal services, including but not limited to assisting with clients. This position can work out of our New York, New Jersey or Cypress Creek offices.Duties and Responsabilities: • Prepare correspondence and pleadings for review by the attorney, • Communicate with client in the respective client system, • Prepare for hearings, • Calendar court and discovery deadlines, • Demonstrate proficiency in WORD, EXCEL, I-Manage, • Demonstrate proficiency in document management and time entry systems, • Demonstrate exceptional organizational and file management skills, • Capable of handling confidential client information in a professional and trustworthy manner, • Ability to remain flexible and manage changing priorities, including availability for overtime when needed, • Professionalism, good judgment and the ability to manage in high pressure situations, • Strong willingness to learn and the ability to interpret and follow instructions quickly and efficiently

Job Description Practice Area: Leveraged and Secured Finance Location: New York, NY (Hybrid Work Model) Salary: $260,000 - $365,000 Benefits and Incentives: This position offers an exceptionally competitive compensation package within the AmLaw 50 cohort. Associates benefit from an enhanced lateral integration program focused on seamless professional transition and accelerated career development. The firm proudly offers a robust pro bono program where all hours count toward billable targets, as well as specified opportunities for extended remote work periods throughout the year, complementing the core hybrid schedule. About the Firm: Our client is a globally preeminent law firm, consistently ranked in the top tier of the American Lawyer's "A-List" and recognized as a Financial Times Most Innovative Law Firm. Founded as an ambitious upstart in the mid-20th century, the firm quickly established its reputation by tackling complex, high-stakes matters, eventually pioneering the landscape of global Mergers & Acquisitions. Today, it maintains Tier 1 Chambers rankings across multiple disciplines, including Corporate/M&A, Tax, and Securities Litigation, and holds a Band 3 ranking in Nationwide Banking & Finance. This firm is an acknowledged leader in complex corporate and transactional law, providing an unparalleled platform for legal professionals dedicated to groundbreaking commercial work on a global scale. Job Description: People Placers Staffing is seeking a motivated and highly capable mid-level associate (Classes of 2022-2020) to join the elite Debt Finance practice in New York. This role focuses on sophisticated transactional matters for a diverse clientele, including major financial institutions, leading corporations, and private equity sponsors. The attorney will be tasked with drafting, negotiating, and finalizing complex financing documentation, including commitment letters, syndicated credit agreements, intercreditor arrangements, and security agreements. A core function involves advising clients on regulatory compliance and the intricacies of Article 9 of the Uniform Commercial Code (UCC) within large-scale corporate transactions. The successful candidate will navigate the full spectrum of debt instruments, contributing intellectual rigor to matters that shape the financial markets. Qualifications: • Juris Doctor (J.D.) degree from an ABA-accredited law school., • Active membership in the New York State Bar or eligibility to waive in., • Between 3 to 5 years of post-J.D. experience (Classes of 2022-2020)., • Demonstrated experience in general corporate finance matters within a highly-regarded law firm setting., • Substantial practical experience in drafting and negotiating credit and security documentation. Preferred Skills: • A proven track record of superior academic achievement and success in previous law firm roles., • Prior experience advising on the structure and execution of leveraged recapitalizations and acquisition financings., • Familiarity with cross-border finance and multi-jurisdictional lending frameworks., • Advanced proficiencies in core corporate principles complementing the finance focus.

Job DescriptionPosition: Fund Finance Associate Attorney (3-6+ Years) Location: New York, NY Direct Counsel is representing a top-tier law firm seeking an experienced Fund Finance Associate to join their growing Fund Finance practice. The ideal candidate will have 3-6+ years of relevant experience and will work with a wide range of clients, including leading banks, asset managers, and lending institutions. This role offers an exciting opportunity to engage in complex and high-profile transactions, including syndicated lending, commercial lending, leverage finance, fund formation, CLOs, asset-based lending, NAV financings, and acquisition financings. Responsibilities * Provide legal support on a variety of fund finance transactions, including syndicated lending, NAV financings, and fund formation. * Work on complex financing arrangements and interact with clients in the banking and asset management sectors. * Collaborate with senior attorneys to structure and negotiate financing deals for institutional clients. * Draft and review key financing documents, including loan agreements and security arrangements. * Develop strong relationships with clients and play an integral role in managing transactions. Job Requirements * 3-6+ years of relevant experience in fund finance, syndicated lending, leverage finance, CLOs, or similar areas. * Solid experience in commercial lending and asset-based lending. * Excellent academic credentials and a proven track record at a top law firm. * Strong legal research, drafting, and negotiation skills. * The ability to manage multiple projects and work in a fast-paced environment. * A client-focused approach with the ability to build strong relationships. Salary and Compensation The anticipated annual base salary for this position is between $260,000 and $420,000, depending on the candidate’s experience and qualifications. The firm offers a competitive salary package with a focus on professional development and career advancement.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role We are looking for a strategic, execution-driven VP of Sales Strategy & Operations to drive operational excellence across our go-to-market (GTM) teams and support sustainable revenue growth as we continue to scale rapidly year over year. As VP of Sales Strategy & Operations, you will be a key member of the revenue leadership team, responsible for building and optimizing the systems, processes, and analytics that power our SMB and Enterprise sales motions. You will lead a high-performing RevOps function that supports our enterprise and SMB GTM teams and you will play a critical role in aligning strategy with execution to maximize cost effective growth and referral partner retention. Responsibilities • GTM Strategy & Alignment: Partner with CRO and revenue leaders to operationalize GTM strategies across SMB and Enterprise segments, including segmentation, territory planning, quota design, and comp planning and administration., • Revenue Systems & Tools: Lead the selection, integration, and optimization of sales enablement and CRM tools (e.g., Salesforce, Gong, Outreach, Clari, HubSpot), with a strong emphasis on leveraging AI-powered platforms to improve productivity and forecast accuracy., • Data & Insights: Own revenue analytics and dashboards to deliver real-time visibility into pipeline health, sales performance, and funnel conversion. Drive data integrity and standardization across systems., • Process Optimization: Architect and continuously improve scalable processes across the client journey—from referral generation through client success—to reduce friction and drive efficiency., • Enablement & Effectiveness: Partner with Sales Enablement to ensure GTM teams are equipped with the right content, training, and tools. Champion AI-enabled solutions to enhance team performance., • Forecasting & Planning: Collaborate with Finance to support accurate revenue forecasting, annual planning, and scenario modeling., • Team Leadership: Build and lead a high-performing RevOps team. Foster a culture of collaboration, accountability, and continuous improvement.Requirements, • 10-12+ years of experience in Revenue Operations, Sales Operations, or GTM Strategy, with at least 3 years in a leadership role, • Experience supporting both SMB and Enterprise sales teams, ideally in a high-growth SaaS or digital health environment, • Deep knowledge of sales tech stacks and hands-on experience implementing and optimizing AI-enabled tools (e.g., Gong, Clari, Drift, Salesforce Einstein), • Strong strategic thinking with the ability to execute and scale repeatable processes, • Proven ability to drive cross-functional alignment and influence senior stakeholders, • Analytical mindset with a track record of using data to drive business decisions, • Excellent communication, leadership, and organizational skillsBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional information The total target base compensation for this role will be between $230,000 and $250,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: • Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Analyze PPMs, financial statements, and investment returns, • Conduct reference calls as a part of manager and asset due diligence, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Preparation of due diligence materials and Investment Committee memos, • Present recommendations to the investment team and the Firm's Investment Committee, • One to three years of investment banking, consulting, and/or private equity experience, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities, • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement, • Self-starter, with strong ability to think creatively and conduct research to find solutions, • Ability to communicate and present ideas effectively, both verbally and in writing, • Capable of multi-tasking with strong attention to detail, • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects, • High proficiency in Microsoft Word, Power Point and Excel The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionSalary: 168,000-201,000 About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold integrates with more than 30 trading venues, including centralized and decentralized exchanges, to deliver superior liquidity and optimal execution. Uphold never loans out customer assets and is always 100% reserved. The company pioneered radical transparency and uniquely publishes its assets and liabilities every 30 seconds on a public website (). Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit . Job Summary We are looking for a finance-oriented Senior Software Engineer to join our Trading Strategies team. This role is at the intersection of quantitative finance and software engineering, where you will be responsible for building the core of our trading operation. You will design, implement and maintain the pricing models and automated trading strategies that drive our profitability. This is a unique opportunity to apply your software and quantitative skills to solve complex financial problems in the dynamic world of cryptocurrency markets. If you are excited by algorithmic strategy development, market microstructure and building sophisticated models that perform at scale, we would love to talk to you. What you'll be doing primarily: • Building and maintaining sophisticated pricing models for a wide range of digital assets., • Developing and enhancing our backtesting and market simulation frameworks to rigorously validate strategy performance and risk characteristics., • Working closely with traders and quantitative researchers to translate trading ideas into robust, production-ready code., • Contributing to the systems that manage strategy configuration, deployment and real-time parameter tuning., • Analysing strategy performance metrics and market data to identify opportunities for improvement and new alpha generation. Required Qualifications: • BSc or advanced degree in a quantitative field like Computer Science, Mathematics, Statistics, Physics, or Engineering., • 5+ years of professional software engineering experience, preferably in a financial trading environment (e.g. hedge fund, prop trading firm, or investment bank)., • Proficiency in a high-performance language (Golang/ C++/ Java) and experience with a data analysis language (e.g. Python)., • Demonstrable experience building pricing models or algorithmic trading strategies., • Strong understanding of financial market concepts, market microstructure and common trading algorithms., • Excellent quantitative and analytical skills., • Fluent written and oral English skills. Bonus if you have: • Experience building high-fidelity backtesting or market simulation environments from the ground up., • Deep knowledge of cryptocurrency market structure, DeFi protocols and on-chain data., • Familiarity with data analysis libraries (e.g., Pandas, NumPy, SciPy) and machine learning concepts., • Experience working with large-scale time-series data and databases (e.g., KDB+, InfluxDB, TimescaleDB)., • Experience in a performance-sensitive or low-latency environment. What We Offer • Innovation and Impact: Contribute to pioneering projects in a dynamic and challenging environment., • Competitive Compensation: Stock options, performance bonuses, and comprehensive benefits on top of a competitive salary., • Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence., • Global Collaboration: Participate in regular updates, strategy sessions, and networking opportunities across the group., • Development Opportunities: Access training and mentorship programs., • Flexibility: Enjoy options to work from home, other locations, or adjust your hours., • Inclusive Environment: Value and respect diverse perspectives. Our Benefits • Annual bonus program based on individual, team and company performance., • Home office stipend for a productive setup., • Generous PTO, healthcare, and employee assistance programs., • Engaging events and celebrations. Visit our careers page for more exciting opportunities, if this role isnt the perfect fit. Salary: $168,000 - $201,000 EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health delivers life-saving mental healthcare to young people — and our ability to sustainably deliver care relies on a strong, efficient revenue cycle. As Product Manager, Billing (RCM), you will own the end-to-end revenue cycle management (RCM) experience, ensuring that billing processes for clients, clinicians, and payers are seamless, transparent, and optimized. From insurance verification and claims submission to payment posting and collections, you'll build solutions that reduce friction, improve accuracy, and drive financial sustainability. In this role, you'll drive initiatives across claims management, eligibility and benefits verification, denial management, patient billing, and reporting. Your mandate is to deeply understand the needs of our clients, clinicians, and billing teams, identify moments of friction, and deliver product solutions that improve efficiency, reimbursement, and client satisfaction. You'll partner closely with Revenue Cycle Operations, Clinical, Finance, Data, and Engineering to build tools that make it easier to deliver and sustain care. This is a high-impact role for someone who thrives at the intersection of strategy, execution, and empathy. You will set the product vision for billing workflows, own the roadmap, and roll up your sleeves to execute—from discovery and experimentation through launch and iteration. You'll lead through influence, driving alignment across stakeholders and inspiring cross-functional teams to deliver solutions that keep Charlie Health sustainable and accessible. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own the end-to-end billing and revenue cycle journey, from intake through collections, ensuring workflows are accurate, efficient, and client-friendly., • Lead product strategy and execution for eligibility verification, claims submission, denial management, patient billing, and revenue reporting., • Partner with Design, Engineering, Revenue Cycle Operations, Clinical, and Finance to define and deliver solutions that address real user pain points and business priorities., • Define and measure success across billing workflows, including first-pass claim acceptance, denial rates, days in A/R, and client billing satisfaction., • Develop a deep understanding of the needs of clients, families, payers, and clinicians navigating the billing process, ensuring our solutions are transparent and supportive., • Drive discovery and experimentation to identify the most impactful ways to reduce billing friction and improve collections., • Translate high-level goals into product roadmaps, prioritizing effectively to balance long-term vision with short-term delivery., • Communicate product vision, plans, and progress clearly to stakeholders and executives across the organization.Requirements, • At least 4-6+ years of product management experience owning complex, end-to-end product experiences in a fast-paced, mission-driven environment—ideally in healthcare, fintech, or enterprise SaaS, • Proven track record of launching products that significantly improved operational efficiency, accuracy, or financial performance., • Strong product instincts with a data-informed approach to prioritization and iteration., • Experience leading discovery, research, and experimentation cycles in operationally complex domains., • Skilled at aligning cross-functional partners and communicating clearly across technical and non-technical audiences., • Fluent in SQL and experienced with A/B testing and experimentation frameworks; able to design experiments and analyze data to inform product decisions.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The total target base compensation for this role will be between $150,000 and $225,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $165,000 and $247,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Executive Assistant to Founder & CEO (Onsite) Location: Long Island, NY (Greater NYC area) • Type: Full-time • Onsite: 5 days/week Summary We're hiring a high-caliber Executive Assistant to a Founder/CEO of a private equity firm with multiple operating entities and a new venture launching. This is a true EA/PA hybrid: you'll streamline a complex professional calendar, own mission-critical operations, and handle select personal matters so nothing slips. The pace is fast, expectations are high, and the mandate is simple: create clarity, eliminate friction, and keep the CEO's world running on rails. What You'll Own * Calendar orchestration & priorities: Architect a “zero-collision” calendar, enforce timeboxing, prep briefs; anticipate conflicts three steps ahead. * Inbox command: Triage, draft, and route communications; convert emails into actions with clear owners, deadlines, and follow-ups. * Meeting readiness: Build agendas, briefing docs, research memos, and post-meeting action trackers; drive follow-through to completion. * Investor/board/admin logistics: IC/board meeting prep, data room coordination, signature cycles, NDAs, vendor onboarding. * Travel & events: Complex domestic/international itineraries, holds/options, contingency plans; coordinate investor dinners, offsites. * Finance admin: Expenses, reimbursements, receipts, AMEX/Brex/Concur; light vendor/AP coordination with controllers. * Project management: Maintain CEO's master project list across companies; stand up trackers, KPIs, and weekly reporting. * Launch support (new venture): Vendor sourcing, light vendor negotiations, milestone plans, marketing/admin coordination. * Personal assistant support (as needed): Household/vendor scheduling, personal appointments, family travel, gifting, errands. * Gatekeeping & judgment: Protect focus time; triage inbound asks; say “no” diplomatically; escalate only what truly matters. * Confidentiality & discretion: Handle sensitive information with impeccable judgment. You Are * Self-directed operator: You see the whole board, set your own priorities, and execute without hand-holding. * Systems-builder: You love creating repeatable workflows, checklists, dashboards, and templates that scale. * Anticipatory & decisive: You predict needs before they're voiced; you make the call, then communicate crisply. * Calm under pressure: Fast pace, shifting priorities, and last-minute changes don't rattle you. * High-integrity & discreet: You protect confidentiality instinctively; you build trust quickly. * People-savvy: Confident with investors, bankers, founders, vendors, and family members—equally at ease with all. Qualifications * 7–12+ years supporting a Founder/CEO, Managing Partner, or equivalent in PE/VC, investment banking, or high-growth companies. * Proven EA/PA hybrid experience managing both business and personal workflows. * Mastery of calendar/email triage and executive communications (clear writing, tone matching, impeccable grammar). * Hands-on with project management tools (Asana/ClickUp/Notion/Airtable), productivity suites (Google Workspace & MS 365), and expense/fintech (Brex/Expensify/Ramp). * Comfortable with light research & memo writing; able to produce concise briefing docs quickly. * After-hours responsiveness as needed for international travel, live deals, and urgent matters. * Valid passport; ability to travel occasionally. Driver's license preferred for local errands. * Bachelor's degree preferred. Success Metrics (First 90–180 Days) * Calendar collision rate: <1% conflicts; priority blocks protected weekly. * Inbox service level: Same-day triage; VIP threads answered or routed within 2 business hours. * Meeting readiness score: 100% of key meetings have briefs 24 hours in advance; action logs sent <12 hours post-meeting. * Project throughput: 90% on-time task completion across CEO's top initiatives. * Travel QA: Zero missed connections; <1% itinerary changes due to preventable errors. * CEO NPS: ≥9/10 by Day 90. Sample Week * Mon: Lock weekly priorities; publish CEO dashboard; confirm investor/IC prep. * Tue: Build diligence brief; coordinate banker dinner; submit expenses; send progress roll-ups. * Wed: Handle venture launch vendors; contract review routing; household appointment scheduling. * Thu: Finalize investor meeting deck logistics; hold options for travel; confirm weekend family plans. * Fri: Conduct “flush list” review (open loops); update next-week calendar & materials. Work Environment & Hours * Onsite in Long Island, NY (Greater NYC) Monday–Friday; occasional evenings/weekends during live deals or travel. * Professional, fast-paced environment with high autonomy and high expectations. Compensation & Benefits * Competitive salary + annual bonus; benefits package; PTO. (Final range aligned to experience and market.) * Commuter benefits; phone stipend; occasional overtime eligible per policy. How to Apply Send your resume, a brief note on a complex calendar or travel challenge you solved, and one work sample (e.g., redacted briefing memo or project tracker) to with subject line: EA — Long Island.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. Qualifications: • Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA., • Junior in college., • Excellent verbal and written communications skills., • Self-motivated, with a strong desire to excel in a challenging field., • Working knowledge of business software (especially Word, Excel and PowerPoint)., • General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.)., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Teamwork skills and strong work ethic., • Flexibility to work long hours, nights, and weekends, as needed for workflow.In this role you will:, • Research and provide presentation / research material for pitch books, memorandums, presentations and other projects, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Work on various projects to support client relations, • Support business development activities of senior investment bankers, • Monitor and update contact/deal database as needed for specific deal teams

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Position Summary As a Treasury & Finance Analyst, you will be part of the Treasury team responsible for helping to manage Redwood’s liquidity, funding and financing operations while contributing to strategic initiatives across teams. You will play a pivotal role in daily cash management, financing operations and structured finance strategy within a dynamic mortgage finance platform. This position is ideal for an analytical thinker who enjoys collaborating across teams and adapting to a dynamic business landscape. Responsibilities & Duties • Warehouse Financing & Whole Loan Operations, • Support the management of whole loan warehouse lines, including funding requests, reconciliations, and reporting., • Coordinate settlement activity for whole loan trades., • Track collateral positions and borrowing base activity across multiple warehouse lines., • Communicate with financing counterparties, custodians, and broker-dealers to ensure operational accuracy and efficiency., • Prepare internal and external reports for management, auditors, and financing partners., • Strategic Finance & Capital Markets Support, • Assist with financial modeling, cash flow projections and transaction analyses related to structured finance and capital markets activities., • Research market trends and funding spreads to inform pricing and funding strategy., • Contribute to cross-functional projects that improve treasury systems, automation, and strategic funding capabilities., • Treasury Operations & Cash Management, • Monitor and reconcile daily cash positions to support transaction accuracy., • Process wire transfers in compliance with internal controls and regulatory standards., • Support cash forecasting activities and optimization of cash flows across businesses. Required Experience, Skills, & Competencies • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field (or equivalent practical experience)., • 0-2 years of relevant experience in treasury, accounting, banking, or financial operations (internships and co-op placements considered)., • Interest in mortgage finance, structured products, or capital markets preferred., • Advanced Microsoft Office Suite (Excel, Word, PowerPoint); exposure to treasury management systems and ERP platforms is a plus but not required., • Strong analytical, problem-solving, and organizational skills with close attention to detail., • Self-starter with a strategic mindset and a hands-on approach to problem-solving., • Effective communication and interpersonal skills, with the ability to collaborate across teams and external partners. A reasonable estimate of the total compensation range for this role is $85,000-$110,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As Global Head of Customer Success, you will lead this mission-critical function as the voice of the customer at the executive level. Global Relay's product portfolio and customer base have grown exponentially, which requires our service model to evolve. This role will drive strategic direction for 20,000+ customers (multi-9 figure portfolio), with emphasis on driving enterprise success through retention, growth, and satisfaction. Reporting to the Global Head of Sales, you will lead a global team to optimize the customer journey and build long-term customer value. This is a unique opportunity to build and scale a world-class team and shape the future of Customer Success in the financial services sector and beyond. Your responsibilities: Strategic Leadership & Vision • Develop and execute a comprehensive customer strategy for Customer Success to oversee a multi-9 figure customer portfolio, ensuring measurable outcomes through proactive engagement, world-class service, and product adoption, • Set clear objectives and KPIs for customer satisfaction, retention, and growth, such as NPS and expansion revenue, • Build strategies to maximize customer retention and lifetime value, reducing churn and identifying upsell/cross-sell opportunities, • Lead and scale a high-performing global team of over 60 professionals (including regional leaders, individual contributors and operations analysts) to meet growing demand, • Mentor and empower reporting leadership team to deliver exceptional service and achieve strategic objectives, • Own customer success KPIs: retention, expansion revenue, NPS, and customer health, • Collaborate with finance, product, and sales teams to align customer success initiatives with broader business outcomes, • Partner with commercial teams and respective leadership including Sales, marketing (CMO), product (CPO), Legal (CLO), etc.) to ensure alignment and execution of go-to-market plans, • 15+ years of experience in senior leadership roles, ideally within SaaS or technology sectors, • Proven success leading customer success teams in a SaaS environment, with a track record of scaling teams and strategies across multiple regions, • Deep understanding of SaaS business models, customer lifecycle management, and subscription revenue dynamics, • Expertise in implementing global service models that satisfy customer demands across geographies, verticals and personas, • Excellent leadership, communication, and interpersonal skills, with the ability to inspire and motivate teams and work with the C Suite, • Financial Acumen: Strong understanding of complex deal structures, deal desk operations, SaaS financial models, and pricing strategies, • Experience in negotiating and designing enterprise contracts, revenue recognition, and aligning customer success metrics with financial outcomes, • Demonstrated SaaS success in the financial services industry (banking, fintech, insurance, etc.), and other regulated industries e.g., Healthcare is an attribute Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$200,000—$300,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

Job DescriptionVaro is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. Each member of the Data team plays an integral part of what we are building at Varo. We rely on advanced techniques in machine learning, cloud platforms and big data to drive decisions across the organization. If you are interested in working with an impressive team of Data pros who collaborate and challenge each other, and want to solve interesting problems to propel the company’s growth, apply now!What you'll be doing • Develop custom models and algorithms to apply to large datasets, as well as, processes for monitoring and analyzing their performance, • Mine and analyze data from different resources, and use predictive modeling to increase and optimize customer experiences, customer acquisition, underwriting and other business outcomes, • Assess the effectiveness and accuracy of new data sources and data gathering techniques, • Understand and apply proper risk framework to your analysis and modeling., • Work with stakeholders throughout the organization to identify opportunities for leveraging data to drive business decisions, • Collaborate cross functionally to implement models and monitor outcomesYou'll bring the following required skills and experiences, • 7+ years of experience in Analytics, Data Science or Data Engineering as an individual contributor, • An advanced degree in a quantitative field - computer science, engineering, statistics, operations research, economics, etc, • Credit and / or Fraud Risk modeling experience in consumer finance is nice to have, • Strong problem solving skills with an emphasis on translating real-life problems into a concrete model development strategy. Blend academic rigor with a sense of pragmatism for rapidly prototyping and delivering solutions, • Experienced in using Python for analysis and modeling, • Experience applying a wide range of statistical techniques to large data sets, and understanding their real-world advantages/drawbacks, • Experience using web services (AWS, GCP), and distributed data/computing tools (Spark, Map/Reduce, Hadoop, Hive, etc.), • Excellent cross-functional communication skills

Job Description Junior Program Manager MUST be local to New York City. Hybrid Schedule at least 3 days onsite. 5-8yrs exp Salary Range: $110k to $150k No Sponsorship To qualify for this role, you must have current experience working in a financial firm on banking transformation projects, have the ability to dive deeply into projects and have the personality to push back stakeholders to gather necessary information. Must be able to work independently, pro-actively, multi-task, be open to learning and building relationships. You must have cross-functional experience working on the programs covering majority of the functional areas at the firm (e.g. Finance, Compliance, Legal, IT, HR, FO, Data Management,etc). You will be responsible for leading and managing the assigned large programs, within the determined timeline. You must be able to adapt to potential changes in program delivery, have critical thinking multitask, be highly structured and organized, and have attention to detail Key Responsibilities: • Drive execution of key initiatives through the full project life cycle from strategic project planning to delivery including development of target state business processes. Work across multiple functions and legal entities to structure and manage end-to-end project efforts through deep understanding of requirements, technologies, cross-functional impact, and business strategy, • Ensure target end state is delivered inclusive of required governance, business process redesign and appropriate controls, • Manage weekly status reporting (Steercos), understand and maintain program's RAID log, run daily and/or weekly working groups to support successful program delivery, • Experience and track record of delivery of major cross functional initiatives at large and complex financial institutions. This includes how to structure initiatives, project planning, budgeting, and resource allocation, • Knowledge and experience of regulatory change management, • Strong business, analytical, quantitative, problem-solving and decision making skills, • Exceptional stakeholder management skills including experience at performing this across multiple functions, committees and areas, • Superior communication skills: both written and oral with technical and non-technical staff, • Solid knowledge and expertise in the use of project management methodologies and tools

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. The Opportunity Monstro is hiring a VP of Product who is AI-native and thrives in high-ownership, early-stage environments. Product direction, documentation, and early designs are already in place. Now we need a product leader who can turn that foundation into a scalable product engine. Monstro is defining an entirely new category in modern banking and this is not a traditional "inherit a mature team and roadmap" role. It's a hands-on leadership role for someone who builds the operating model and scales products from a defined MVP to multi-bank adoption. If your experience is rooted primarily in process management at large organizations, this is not the right fit. You'll work directly with the Founder, COO, and CTO to build the operating model for how Monstro designs, ships, and iterates across two products: • a bank-branded mobile consumer experience, and, • Turn existing vision and designs into a clear product development workflow., • Define a modern, AI-first product process., • Leverage AI tools to explore concepts, workflows, prototypes, and user journeys., • Start from a defined MVP: finalize, refine, and prepare it for early customers., • Lead the product evolution beyond MVP as we expand into multiple banks., • Shape the roadmap across mobile consumer experience and institutional workflows and tools., • Own the bank-branded mobile experience and the institutional platform., • Partner directly with engineering and design to ship quickly and iterate., • Establish simple, effective ways of planning, prioritizing, and making product decisions., • Create the language and mental models for a new financial product category., • Define how banks guide customers using AI-native intelligence, creating a modern approach to financial guidance, personalization, and actionability.You're a solid fit if you…, • Think in first principles, not legacy banking logic., • Apply AI across design, product requirements, and technical handoff to speed up exploration and iteration., • Can move between consumer UX and institutional workflow design., • Listen closely to early customers, surface the most important product opportunities, and translate them into fast, high-impact improvements., • Have built products with minimal resources, imperfect inputs, and fast iteration cycles., • Are energized by building a new product category rather than optimizing an existing one.Experience, • 10+ years in product; solid early-stage or growth-stage experience, • AI-native mindset with hands-on experience across design, product requirements, user stories, and technical handoff, • Experience in fintech, wealth, banking, or complex data products is preferred, • Strong builder DNA (you have shipped products without an army behind you)Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a leadership team with a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Compensation: $250K–$280K base + equity and performance upside.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health delivers high-acuity virtual behavioral care at national scale. Our Admissions, Outreach, Finance, Clinical, and Operations teams rely on Salesforce to guide patients through life-saving treatment. Salesforce is the operational backbone behind their work. It powers how families are onboarded, how referrals move through the system, and how teams coordinate care every day. As Engineering Manager, Salesforce, you'll lead the team responsible for building and sustaining this mission-critical platform. You'll shape how we plan, deliver, and support Salesforce at scale, ensuring the system stays reliable as demand, data, and complexity continue to grow. Your work will help Admissions process referrals faster, give Outreach teams clearer visibility into families who need support, and keep our operational systems connected and efficient. The systems you guide will simplify complex workflows, improve reliability across departments, and help us deliver care with greater speed and consistency. If you want to lead a team at the center of Charlie Health's growth and shape a platform that enables staff across the organization to serve clients more effectively, this role is for you. Responsibilities • Lead and manage the Salesforce engineering team, including admins and engineers, with a focus on delivery, reliability, and continuous improvement, • Partner with Product, Engineering, and operational leaders to define priorities and deliver scalable Salesforce solutions, • Ensure stability and performance of the Salesforce platform as usage and complexity grow, • Oversee planning, execution, and cross-functional alignment for all Salesforce initiatives, • Shape architectural direction and key technical decisions, supported by senior technical contributors for detailed design and implementation., • Develop, coach, and support the growth of the Salesforce team as it expands, • Establish processes that improve predictability, quality, and collaboration across the team, • Drive quarterly planning and roadmap discussions in partnership with Product and business stakeholdersRequirements, • 7+ years of experience working on or managing complex Salesforce implementations in high-growth environments, • 2+ years of people management experience leading technical teams, • Strong understanding of Salesforce architecture, integrations, and platform capabilities, • Experience partnering closely with technical leads, product managers, and cross-functional stakeholders, • Ability to manage ambiguity, prioritize competing demands, and drive iterative delivery, • Demonstrated success leading teams through complex roadmap execution and platform-scale challenges, • Excellent communication, organization, and stakeholder management skills Additional Information The total target base compensation for this role will be between $185,000 and $265,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $215,000 and $265,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-hybrid Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description About ASCAP The American Society of Composers, Authors and Publishers (ASCAP) is a membership association of more than one million songwriters, composers and music publishers, and represents some of the world’s most talented music creators. Founded and governed by songwriters, composers and publishers, it is the only performing rights organization in the U.S. that operates on a not-for-profit basis. ASCAP licenses a repertory of over 20 million musical works to hundreds of thousands of businesses that use music, including streaming services, cable television, radio and satellite radio and brick and mortar businesses such as retail stores, hotels, clubs, restaurants and bars. ASCAP collects the licensing fees; identifies, matches and processes trillions of performances every year; and returns nearly 90 cents of every dollar back to its members as royalties. The ASCAP blanket license offers an efficient solution for businesses to legally perform ASCAP music while respecting the right of songwriters and composers to be paid fairly. ASCAP puts music creators first, advocating for their rights and the value of music on Capitol Hill, driving innovation that moves the industry forward, building community and providing the resources and support that creators need to succeed in their careers. Learn more and stay in touch at , on X and Instagram @ASCAP and on Facebook. Job overview: As a Staff Accountant, you will be a critical team member of ASCAP’s Accounting & Finance team and will ensure that our hard-working songwriter and publisher members are correctly paid for public performances of their licensed works. You'll have the opportunity to work in several different areas, including royalty operations, revenue accounting, and with ASCAP's general ledger. Outside of the day-to-day work within the Accounting & Finance Department, you will work closely with other ASCAP teams including, but not limited to, the Membership, Licensing, Global Services, Distribution, and Human Resources Teams, working on cross-department projects as they come up. This position will report to the Director, Accounting. Areas of Responsibility & Accountability: • Ensure financial records are maintained in compliance with established policies and procedures., • Month-end and year-end financial report generation, review, and distribution., • Preparation and posting of journal entries., • Preparation and support of the annual financial statement audit process., • Preparation and support of various tax filings throughout the year., • Assist with preparation and consolidation of the annual budget., • Account reconciliation and analysis, including timely research and resolution of reconciling items., • Work with royalty operations and revenue accounting teams as needed to resolve issues and reconcile items., • Perform fixed asset management and reconcile monthly purchases with the Accounts Payable team., • Assist with maintenance and organization of accounting files., • Bachelor’s (or advanced) degree in accounting., • Valid U.S. Certified Public Accountant (“CPA”) license (or CPA in progress) is a plus., • At least two (2) years of professional experience in accounting., • Working knowledge of accounting, cash disbursement/banking requirements, and financial statement consolidation., • Functional knowledge of accounting and finance software applications and the ability to work and collaborate with technology teams., • Strong Excel skills., • Experience with Oracle NetSuite a plus., • Strong communication, analytical, organizational, and time management skills., • Ability to work in a team environment (as well as independently), prioritize effectively and meet deadlines. Besides providing a unique and dynamic work environment, there are a few other reasons you should consider ASCAP in your career planning. We also offer generous benefit options that are comprehensive and provide the flexibility that most employees want and need. These health care and financial plan options include the following: • A choice of either network-only provider medical and dental plans or more flexible medical and dental plans where you can see providers in or out-of-network, • Vision plan that offers both in and out-of-network provider options, • 401(k) Plan that offers pre-tax, Roth, and an after-tax employee contribution option which includes a company match., • An additional employer paid discretionary profit share contribution, regardless of your participation in the 401(k) Plan, • Generous time-off policy, • 12 company holidays, • Health care and dependent care flexible spending accounts, • Short-term disability insurance/salary continuation and long-term disability insurance, • Company provided basic life and accidental death and dismemberment insurance, • Employee gym discounts at select gyms, • Commuter benefits, • Voluntary pet health insurance, • Voluntary auto and homeowners insurance, • Voluntary employee, spouse, and dependent life insurance options The anticipated base salary range for this position is $65,000.00 to $74,000.00 and will be determined on an individualized basis depending on several factors that are unique to each candidate including geographic location (due to differences in the cost of labor), skills, education and prior relevant experience. Please be aware that ASCAP is not a nut-free or other allergen-free workplace. ASCAP is an equal opportunity employer. All ASCAP employment decisions are made on the basis of individual qualifications and performance and not on the basis of race, national origin, ethnicity, sex, age, marital status, sexual orientation or preference, gender identity, genetic information, disability, handicap, color, creed, religion, veteran status, or any characteristic protected by applicable federal, state or local laws.

Job Description Mercor is hiring on behalf of a frontier AI research lab operating at the intersection of machine learning, finance, and data labeling. The Lab’s mission is to harness AI to analyze markets, model company fundamentals, and generate alpha-driven insights. It brings together a multidisciplinary team of engineers, investors, and data scientists building systems that learn from both financial data and human expertise. The Role We’re seeking a Buy-Side Equity Analyst to contribute to both fundamental company research and AI data labeling initiatives. You’ll perform investment analysis, build valuation models, and collaborate with data scientists to label and structure datasets that train AI models used in investment research. This is a hands-on opportunity to gain exposure to investment banking-style modeling, AI research, and real-world portfolio thinking — ideal for students, analysts, or career switchers looking to build hybrid expertise. Responsibilities * Conduct fundamental company and sector research, with a focus on AI, software, and emerging technology. * Build and maintain DCF, comps, and operating models to assess valuation and growth potential. * Work with AI researchers to curate and label financial datasets — ensuring data quality, accuracy, and analytical relevance. * Assist in preparing investment memos and pitch materials for internal and client presentations. * Support the integration of AI insights into portfolio and valuation models. Qualifications * 2+ years of experience in equity research, investment analysis, or financial modeling preferred. * Strong proficiency in Excel, Bloomberg/FactSet, and valuation techniques. * Familiarity with data labeling, AI/ML workflows, or Python/SQL is a plus. * Excellent analytical and communication skills. * Background in Finance, Economics, Engineering, or STEM; CFA or progress toward it preferred. Why Join * Gain hands-on investment banking experience while contributing to an AI-powered research lab. * Work 20-30 hours/week — ideal for early-career professionals, or those exploring a transition into finance or AI. * Learn directly from experienced bankers, investors, and AI researchers. * Collaborate with a global, fast-moving team at the intersection of finance and frontier technology. * Shape how AI and human insight combine to redefine alpha generation. * You will have a flexible remote schedule.

Job Description At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. The Role You'll Play: As Manager of FP&A at Mindbody, you won't just crunch numbers—you'll shape the decisions that drive our business forward. Leading a high-performing team of analysts, you'll work cross-functionally to inform strategy, optimize performance, and build the models that power our growth. This role is part finance expert, part business partner, and part strategist. You'll embed within teams, bring clarity to complexity, and turn data into insight that drives impact. • Lead and mentor a team of analysts (2), overseeing workstreams, career development, and workload balance, • Drive annual budgeting and long-range financial planning for the organization, • Serve as a strategic partner to operational teams, helping unlock performance through financial insight, • Build scenario models and business cases that guide decision-making and support new initiatives, • Monitor key performance metrics and identify areas for optimization and growth, • Deliver actionable, data-backed recommendations to senior stakeholders across the business, • Influence priorities across departments through financial storytelling and insight, • 5+ years of experience in strategic finance, management consulting, or investment banking, ideally within SaaS or tech, • Advanced proficiency in Excel and financial modeling; experience with SQL, BI tools, and ERP systems preferred, • Proven track record in building models, running analyses, and developing business cases that influence strategic decisions, • 2+ years of people leadership, with experience guiding both early-career and senior analysts, • Strong proficiency in large-scale data analysis, scenario planning, and financial forecasting, • Executive-level communication skills with a clear ability to influence and align stakeholders, • Known for problem solving—you thrive on building better, smarter solutions, • Highly organized, self-directed, and comfortable managing multiple priorities in a fast-moving environment Playlist is an Equal Opportunity Employer. We highly value diversity at our company and encourage people of all different backgrounds, experiences, abilities and perspectives to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected characteristics. By entering your email and phone number and submitting your application, you consent to receive emails, calls and SMS about your application and other roles at Playlist, including by auto-dialer. Message and data rates may apply. Opt-out or text STOP to cancel at any time. If you are a California resident or reside outside the United States then by submitting your application you confirm that you have read, understood, agree and - where applicable - grant your prior, free, informed and express consent for the processing of your personal information, including sensitive personal information, as described in our California Applicant Privacy Notice or International Applicant Privacy Notice (as applicable). Note: This description outlines key responsibilities but isn't intended to cover every task or duty. Additional responsibilities may be assigned as needed to support the team and business goals.

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About the Role We're looking for a Full Stack Engineer with a backend focus to help build the consumer-facing systems that power our platform. You'll work alongside experienced engineers on services that handle sensitive financial data, contributing to features that directly impact our users while growing your skills in a fast-paced fintech environment. What You'll Do Backend Development Build and maintain backend services that power our consumer experience. Work across our stack—Python, Node.js, and Go—contributing to APIs that serve our mobile and web clients and integrations with financial institutions and third-party services. Write high-quality tests at all layers (unit, integration, end-to-end); uphold test ownership across the team. System Scalability & Performance Contribute to scaling efforts as our user base grows. Learn and apply caching strategies, help identify performance bottlenecks, and support the optimization of container-based applications under the guidance of senior engineers. Infrastructure & DevOps Work with Docker and Kubernetes to containerize and deploy services. Contribute to CI/CD pipelines and develop a strong understanding of the full SDLC toolchain from local development through production. Data & Integration Work with relational and NoSQL databases, collaborating with data engineers on implementation. Help build integrations with banking systems, payment processors, and financial data providers. Security & Compliance Build with security in mind. Implement proper authentication, authorization, and encryption patterns. Develop an understanding of the regulatory context of fintech and how it shapes engineering decisions. Collaboration & Growth Work closely with frontend engineers, product managers, and designers to deliver features. Participate actively in code reviews—both giving and receiving feedback. Learn from Principal and Senior engineers through pairing and architectural discussions. What We're Looking For • 3-5 years of professional software engineering experience, • Proficiency in at least one of: Python, Node.js, Java (with interest in learning others), • Experience working with Docker and Kubernetes, • Solid understanding of the software development lifecycle, • Exposure to performance considerations in container-based applications, • Familiarity with caching concepts and strategies, • Experience with API development and integration patterns, • Exposure to test-driven development and test automation, • Familiarity with at least one major cloud platform (AWS, GCP, or Azure), • Curiosity to learn, willingness to ask questions, and passion for building quality software, • Clear communicator who takes ownership of their workNice to Have, • Background in fintech, banking, or regulated industries, • Experience with event-driven architectures (Kafka, RabbitMQ, etc.), • Exposure to observability tooling (logging, metrics, tracing)Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45. Compensation Range (Denver Metro): $142K–$167K *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws.Ready to Build With Us?If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you! (

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Staff Auditor to join our Internal Audit Department in New York. In this role, the auditor will participate in risk-based audits across the Firm’s business lines and support functions—including brokerage operations, trading, supervisory processes, investment advisory and asset management—to assess the effectiveness of internal controls, regulatory compliance, and operational efficiency. Working under the direction of Internal Audit leadership, the Staff Auditor will assist with audit planning, fieldwork, and reporting activities in accordance with professional auditing standards and regulatory expectations, and collaborate with business partners in a fast-paced environment. Responsibilities: • Conducts an internal audit under the general direction of the Head of Internal Audit or designee in compliance with audit standards, schedules and regulatory expectations, • Perform Sarbanes-Oxley, SSAE-18 and FINRA 3130 testing, • Develop an understanding of the function/department and how it relates to other areas of the firm, • Develop written deliverables, including a planning memo, risk and control matrix, testing procedures and a draft audit report, • Evaluate audit test results and discuss potential issues with the Head of Internal Audit, • Present audit findings and recommendations and discuss their implications with the auditee, • Prepare and maintain audit documentation in accordance with industry highest quality standards and internal approved guidelines, • Keep current with audit best practices, industry knowledge and regulations through continuing education Skills/Requirements: • Bachelor’s Degree in Accounting, Finance, Business or a related field, • Up to 4 years of Internal Audit experience; relevant industry experience preferred, • Excellent written and verbal communication skills, • Excellent analytical ability and problem solving skills, • A high degree of initiative, inquisitiveness, enthusiasm and attention to detail, • Eager to stay ahead of industry trends and best practices, • Strong understanding of internal control concepts, audit principles, and risk assessment, • Familiarity with securities industry operations, FINRA/SEC regulatory environment, and broker-dealer supervisory processes is a plus, • Proficiency with Microsoft Office (Excel, Word, PowerPoint, Visio); experience with data analysis tools (e.g., IDEA, Tableau) is a plus, • CIA, CPA, or CFE certifications or progress toward certification is preferred, but not required Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $95,000.00 - $120,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 2-3 years experience working in investment banking or transaction experience finance required., • Have executed at least two deals start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: • Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients., • Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform., • Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration., • Develop in-depth understanding of suite of wealth management products, existing and new., • Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity., • Collaborate with team members to ensure coordination of territory coverage., • Ensure presentation materials are accurate and up to date., • 3-5+ years of sales experience in asset management or within an investment manager platform., • FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire)., • Proven track record of meeting or exceeding sales targets in a regional role., • Excellent verbal and written communication as well as interpersonal skills., • Possesses a firm understanding of SMA’s, alternative investments and traditional wrap fee products., • Confident and effective in client facing meetings and presentations., • Ability to travel extensively within the assigned territory. For job postings in New York City and Chicago, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.