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Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you’ll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise’s leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: • Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed., • Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities., • Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts., • Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics – which are used to assess risk, return on investment, and spend versus budget., • Monitor financial performance drivers, risks, metrics and timely communicating trends and observations., • Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action., • Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders., • Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS., • Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan., • Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results., • Key contributor to the modernization of the strategic finance organization – leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team’s around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. • The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company’s expense allocation methodology incorporates material assumptions., • A large part of this Expense Allocation team’s responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor • Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization), • Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) – linkage to forecast (spend and benefits), • Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications • 15+ years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus), • Ability to influence and lead others toward shared goals and objectives, • Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus), • Exceptional relationship building and influencing skills, • Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms, • Demonstrated experience with creative problem-solving and process improvement, • Ability to work well under pressure and manage multiple deliverables, • Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed, • Bachelor’s degree in Business/Finance/Accounting or related discipline Leadership Responsibilities • Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings, • Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content, • Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses, • Create an environment that fosters a culture of innovation, empowerment and collaboration., • Actively champion the Corporate Finance’s work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications • Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills, • Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives, • Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting, • Master’s degree in Business/Finance/Accounting or related discipline, • High degree of financial acumen, • Strong analytical skills; ability to analyze financial data sets and understand the “so what”, • Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables, • Proactive and self-motivated; anticipate upcoming business partner projects and deliverables, • Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving, • Experience driving transformation efforts, • Ability to work through large data sets to understand key trends, • Innate desire to provide excellent service to clients, • MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact • Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles, • Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds, • Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality, • Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives, • Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments, • Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead, • Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor, • Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications • 10+ years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles, • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field, • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs, • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles, • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how.", • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor, • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one, • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes, • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications • Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity, • Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting, • Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions, • Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

We’re seeking a future team member for the role of SVP Counterparty Credit Risk Manager –Alternative Asset Managers and Regulated Funds to join our Credit Risk team. This role is located in New York City, New York BNY is seeking a Senior Counterparty Credit Risk professional with experience covering Alternative Asset Managers (Hedge Funds, Private Equity, Private Credit and BDCs) as well as Regulated Funds (Pensions, Endowments, 40 Act Funds, and Investment Advisors). This role requires strong judgment in counterparty credit risk and familiarity with industry-specific risks associated with alternative asset managers. The successful candidate will lead complex credit analysis, recommend and monitor counterparty limits, assess market-sensitive exposures, and provide effective challenge to business partners while supporting disciplined growth. This is a hands-on role for someone who can evaluate sophisticated investment strategies, financing structures, leverage, liquidity in a fast-moving market environment. In this role, you’ll make an impact in the following ways: • Manage counterparty credit risk across a portfolio of traditional and alternative asset management clients. Responsible for 2LoD credit underwriting processes and ongoing portfolio management., • Assess and recommend counterparty risk appetite and limits, including fund financing lines and subscription/capital call facilities., • Review, approve, and monitor exposures arising from capital markets and lending products (e.g. repo, securities financing, foreign exchange, prime brokerage, subscription/capital call facilities, and fund financing arrangements)., • Participate and lead periodic portfolio reviews, including stress analysis and scenario-based assessment of market, liquidity, and concentration risks., • Identify emerging risks, deteriorating trends, and exceptions to risk appetite; escalate issues clearly and promptly., • Partner with front office, legal, documentation, and other risk stakeholders on transaction review, client onboarding, and legal negotiation., • Drive consistency in underwriting standards and monitoring processes. Recommend and lead initiatives that improve processes and increase the firm’s ability to accurately and quickly identify emerging risk issues., • Experience building and maintaining risk frameworks and processes, collaborating with business and corporate function partners, and supporting other staff to ensure accurate, timely implementation and consistent practices., • Provide guidance and review to junior team members, helping to maintain high standards of analysis, documentation, and judgment. To be successful in this role, we’re seeking the following: • Bachelor’s degree in finance, economics, accounting, or another relevant discipline is required., • MBA, CFA, or Series 7/63 preferred., • 7+ years of relevant experience e.g. in related counterparty credit risk roles or comparable buy-side roles. The ideal candidate has experience underwriting or managing credit exposure to hedge funds, alternative investment managers, regulated funds, or similar institutional counterparties., • Strong understanding of underlying mechanics and risks associated with various capital markets products and lending practices., • Makes clear, well-founded decisions under pressure, and in line with the firm’s risk appetite., • Excellent written and verbal communication skills and the ability to engage constructively with senior stakeholders across business and risk functions., • Experience with legal and credit documentation such as ISDA, CSA, GMRA, prime brokerage agreements, and lending covenants., • Familiarity with stress testing, exposure measurement, and market risk concepts relevant to counterparty credit risk., • Strong data analytics and AI prompting skills; Excel, Tableau and PowerPoint skills preferred. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Vice President, Commercial Real Estate Review Appraiser to join our Real Estate Credit Risk team. This role is located in New York City or Pittsburgh, PA. Position Overview & Team Strategy The Commercial Real Estate Credit Risk team oversees credit risk strategy, valuation governance, and portfolio risk management for BNY’s nationwide commercial real estate (CRE) portfolio, spanning multifamily, affordable housing, office, retail, industrial, mixed-use, and other specialized asset classes. The team plays a critical role in supporting prudent credit decisioning, regulatory compliance, and effective portfolio monitoring oversight across a diverse and complex lending platform. Reporting to the head of Environmental & Construction Risk, the Senior Vice President, Commercial Real Estate Review Appraiser serves as the senior appraisal review subject matter expert for the Appraisal and Environmental Department (AED). This role is responsible for overseeing the appraisal review pipeline, reviewing complex third-party appraisals and valuations across the CRE portfolio, and helping ensure alignment with BNY’s risk appetite, internal policy standards, and applicable regulatory requirements. In addition to leading technical appraisal review activities, this individual will contribute to broader risk management and operational leadership priorities, including vendor panel oversight, invoice review and approval, market research & intelligence, internal education initiatives, appraisal policy ownership, quarterly control reporting, process improvement efforts, and support for strategic initiatives that strengthen portfolio management and monitoring practices. The role also serves as a key escalation point and partner to leadership, helping address workflow challenges, resolve issues, and drive continuous improvement across the appraisal function. In this role, you’ll make an impact in the following ways: Oversee and manage the CRE appraisal review pipeline, ensuring timely execution, appropriate prioritization, and effective coordination across active transactions and portfolio monitoring activities. Review and analyze complex third-party appraisal reports across BNY’s nationwide CRE portfolio, including multifamily, affordable housing, office, retail, industrial, mixed-use, and other property types, to assess reasonableness of assumptions, methodologies, conclusions, and market support. Ensure appraisal reviews are completed in accordance with Uniform Standards of Professional Appraisal Practice (USPAP), Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA) requirements, interagency appraisal and evaluation guidelines, and BNY internal appraisal and credit risk policies. Serve as a senior subject matter expert and escalation point for complex valuation matters, review challenges, exception handling, and conflict resolution, partnering closely with the AED and broader credit risk stakeholders. Provide oversight of the approved appraiser panel and vendor relationships, including identifying, onboarding, and evaluating new vendors, supporting service quality management, and helping ensure appropriate coverage across markets and asset types. Review and approve appraisal-related invoices and support effective operational administration of the appraisal ordering and review process. Conduct market research and valuation trend analysis to support appraisal review conclusions, portfolio insight generation, and broader CRE risk monitoring. Lead and own updates to appraisal-related policies, procedures, standards, and control frameworks, including recommending enhancements based on regulatory developments, industry practices, and observed process needs. Contribute and manage quarterly alternative control framework reporting and other governance, audit, or control-related deliverables tied to the appraisal review function. Partner with internal stakeholders, including credit risk, environmental risk, and business teams, to identify and implement process improvements, standard operating procedure enhancements, and strategic initiatives, including opportunities involving automation or AI-enabled solutions. Coordinate and contribute to internal educational sessions, presentations, and knowledge-sharing efforts to strengthen appraisal-related expertise and promote consistency in valuation governance. Support broader efforts to enhance CRE portfolio management and monitoring by improving the quality, efficiency, scalability, and transparency of appraisal review and related risk processes. To be successful in this role, we’re seeking the following: 10–15+ years of relevant experience in CRE appraisal and appraisal review, including significant experience reviewing complex commercial property valuations across multiple asset classes and markets. Prior experience within a bank, regulated lending institution, or similarly controlled financial environment is strongly preferred. Bachelor’s degree from an accredited college or university required; concentrations in Real Estate, Business, Finance, Accounting, or Economics preferred. New York State General Appraiser Certification License required or strongly preferred based on role location; Pennsylvania State General Appraiser Certification License a plus. Deep expertise in commercial appraisal methodology, valuation analysis, and review practices, including discounted cash flow, capitalization, sales comparison, highest and best use analysis, and market-based support for assumptions and conclusions. Strong knowledge of applicable regulatory and professional standards, including USPAP, FIRREA, interagency appraisal and evaluation guidelines, and appraisal-related policies and controls relevant to financial institutions. Demonstrated ability to oversee appraisal workflows and operate effectively in a high-volume, deadline-driven environment while maintaining strong quality standards, sound judgment, and attention to detail. Experience managing or supporting appraisal vendor relationships, panel oversight, engagement quality, and related operational processes such as order flow, service issue resolution, and invoice review/approval. Proven ability to assess and recommend enhancements to appraisal policies, procedures, governance practices, and control frameworks, with a mindset toward continuous improvement and operational scalability. Strong market knowledge across core commercial real estate asset classes, with experience in affordable housing/LIHTC properties strongly preferred. Exposure to Environmental Site Assessment reports, including Phase I ESA, Phase II ESA, and brownfield redevelopments is a plus. Experience reviewing appraisals for infrastructure and project finance-related assets, including renewable energy projects such as wind and solar, is a plus. Excellent written and verbal communication skills, with the ability to present technical valuation conclusions, policy matters, and market insights clearly and effectively to risk, business, and management stakeholders. Demonstrated leadership presence, sound judgment, and collaborative problem-solving skills, with the ability to serve as a trusted partner on complex issues, mentor or guide less experienced professionals, and support senior leadership on escalations and strategic initiatives. Strong proficiency with valuation and market tools such as Argus, Rockport VAL, and CoStar, as well as Microsoft Excel, Word, and PowerPoint, and appraisal ordering/workflow management systems. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of VICE PRESIDENT to join our CORPORATE TREASURY team. This role is located in NEW YORK, US. In this role, you’ll make an impact in the following ways: • Partner with Treasury, second line Risk, Operations, and Technology teams to improve data quality, reporting automation, model transparency, and operating efficiency., • Lead development, execution, and ongoing enhancement of intraday liquidity and Financial Market Infrastructure (FMI) stress testing frameworks, assumptions, scenarios, methodologies, and controls., • Produce and review stress testing analyses, management reporting, and governance materials for senior stakeholders, including clear articulation of risk drivers, vulnerabilities, and remediation actions., • Responsible for conducting intraday liquidity stress testing scenarios, assessing and reporting the results to the senior management and committees., • Support regulatory, audit, and internal governance requests by maintaining strong documentation, evidence, and control discipline., • Allocating the funding costs to the various lines of business on the liquidity usage to meet the liquidity and funding requirements at the FMIs., • Translate firmwide liquidity and risk priorities into actionable testing, monitoring, and escalation processes that strengthen resilience and decision-making. To be successful in this role, we’re seeking the following: • Bachelor‘s degree or the equivalent combination of education and experience is required, • Degree in math, engineering, statistics, computational finance, or economics preferred. MBA, CFA, or CPA/CA preferred., • Knowledge of Liquidity regulatory reporting, including but not limited to: Regulation YY, Liquidity Stress Testing (LST), FR2052a, LCR & NSFR, RLAP, RLEN., • Expert in intraday liquidity management practices and stress scenario design. Familiarity with clearing and settlement flow at various settlement locations is a plus., • Experience with liquidity stress testing, liquidity risk management, interest rate risk management, capital management and/or asset-liability management within large complex financial organizations preferred., • Familiarity with data visualization tools (Power BI, Tableau, etc.) and basic knowledge of SQL and python coding skills preferred., • Strong analytical, problem-solving, and communication skills, with the ability to translate complex topics into clear business insights., • Demonstrated ability to work across functions and manage relationships with a broad set of stakeholders., • Experience supporting governance, regulatory, audit, or control-related activities. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:\n\n • Provide tax consulting and compliance services to operating partnerships for a variety of clients including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices\n, • Review and provide quality control on transaction calculations, partner economics, tax distributions, and other events throughout the partnership lifecycle\n, • Work as part of a multi-disciplinary team, including compliance centers, BTS, SALT,and International Mergers and Acquisitions, focused on high quality operating partnership consulting and reporting, including technology design and industry knowledge\n, • Implement standard technology and processes while applying tax technical knowledge to client facts\n, • Keep up to date and help develop current tax practices, new technologies and tools used in client service delivery, and participate in technology or process development initiatives; participate in and contribute to market and business activities external to the firm\nQualifications:\n\n, • Minimum three years of recent experience in an accounting firm focused on partnership federal and state tax compliance\n, • Bachelor's degree from an accredited college/university\n, • Demonstrated quality service mindset, strong technical aptitude, critical thinking skills and experience with MS Office applications and third-party tax reporting software programs\n, • Excellent verbal and written communications skills with the ability to articulate complex information\n, • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B426\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description Job Summary Due Diligence Lead Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Due Diligence Lead – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Due Diligence Lead position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with leadership roles in due diligence and strategic investments. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview The Due Diligence Lead at Initio Capital plays a crucial role in driving strategic corporate decisions through the management and execution of the due diligence process across various investments, acquisitions, and partnership opportunities. This role will lead the due diligence efforts for complex transactions, collaborating with cross-functional teams to ensure thorough analysis and risk assessment, ultimately enabling informed decision-making for senior leadership. You will coordinate financial, legal, operational, and market assessments to evaluate the viability of deals and ensure they align with the organization’s strategic objectives. Key Responsibilities Lead and Manage Due Diligence: Oversee the due diligence process from initiation to execution for key transactions, including mergers, acquisitions, investments, and joint ventures. Cross-Functional Leadership: Partner with internal teams (finance, operations, legal, etc.) and external advisors to gather critical information, identify risks, and assess the strategic fit of target companies. Risk and Opportunity Assessment: Identify potential financial, operational, and market risks, and work to mitigate them. Highlight growth opportunities and strategic synergies. Financial and Operational Analysis: Evaluate financial statements, business models, and operational structures to determine the target's financial health and viability. Reporting and Presentation: Prepare and present comprehensive due diligence reports and risk assessments to senior management, offering actionable insights for decision-making. Transaction Structuring: Work with finance and legal teams to help structure transactions that balance risk and value creation. Post-Transaction Integration: Assist in planning and coordinating post-merger integration strategies to ensure smooth transitions. Market Research & Competitive Analysis: Conduct market assessments to understand the competitive landscape and assess the target's positioning in the market. Vendor and External Relationship Management: Manage external consultants, auditors, and advisors, ensuring that deliverables meet the highest standards of quality and timeliness. Continuous Improvement: Promote best practices in due diligence by continuously refining processes, documentation, and tools. Preferred Qualifications Bachelor’s or Master’s degree in Finance, Economics, Business, Accounting, or a related field. 5+ years of experience in due diligence, mergers and acquisitions, corporate development, or related areas. At least 2 years in a leadership capacity managing due diligence processes. Proven track record of managing complex due diligence processes for mergers, acquisitions, or investments. Strong understanding of financial modeling, valuation techniques, and corporate finance principles. Exceptional analytical skills, with the ability to digest complex data and provide clear, concise recommendations. Project management experience, with the ability to prioritize tasks, manage tight deadlines, and collaborate across functions. Excellent written and verbal communication skills for preparing reports, presenting findings, and interacting with senior stakeholders. Strategic mindset with an ability to assess market trends, industry dynamics, and competitive forces. Strong attention to detail and a focus on delivering high-quality work. Experience in post-transaction integration and managing organizational change is a plus. Knowledge of legal and regulatory frameworks involved in mergers and acquisitions is an asset. About the Career Launch AI Talent Network The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Due Diligence Lead opportunities, including: Skills-based role matching Assistance with resume customization General guidance on outreach to hiring teams Interview preparation for strategic and transaction-focused assessments To learn more or express interest in due diligence and corporate development roles, visit: https://initiocapital.com/assessment

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our _ practice. • Conduct research and development (R&D) tax credit consulting and project management, • Manage R&D tax credit studies and related activities, • Develop and sustain excellent client relationships during delivery of R&D tax credit services, • Provide R&D tax credit quality assurance, engagement reviewer and exam support, • Perform engagement management activities including billing analysis, invoicing, and engagement setup, • Draft opinion letters, responses to IRS inquiries, IRS ruling requests and writing other technical memoranda Additional Responsibilities for Senior Manager: • Engage in an active role in new business development, including add-on business, • Assist other R&D Project Managers with the delivery of engagements as needed, including research and writing regarding technical issues, • Minimum five years of recent experience conducting and managing R&D tax credit consulting projects in a large accounting firm, corporation, or law firm, • Bachelor's degree from an accredited college/university, • Licensed CPA, JD/LLM or completion of an advanced degree or professional certification/designation including: MBA (Masters of Business Administration), MCM (Masters of Construction Management), PHDE (PhD of Economics), PHE (Doctor of Engineering), ME (Masters of Engineering), MSRE (Masters of Science-Real Estate), AIA (Member, Amer Inst of Architects), Enrolled Agent, LEED (Leadership, Energy & Environmental Design) Certification, PE (Professional Engineer), or SIX SGMA (Six Sigma) Certification, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Solid verbal and written communications skills with the ability to evaluate and articulate complex information; proficient in the use of Microsoft Word, Excel and Access and use of the internet, • Experience managing multiple client engagements and client service teams, • Technical skills and experience with research and development deduction and credit Internal Revenue Code sections (including, but not limited to, sections 174 & 41), corresponding regulations and relevant judicial and administrative authority Additional Qualifications for Senior Manager: • Minimum eight years of experience in federal income taxes within a public accounting firm or corporation, • Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities:\n\n • Provide tax compliance and consulting services to partnerships for a variety of clients from Fortune 100 companies to [mid-market] businesses\n, • Consult on transaction calculations, partner economics, tax distributions, and other events throughout the partnership lifecycle\n, • Work as part of a multi-disciplinary team focused on high quality partnership consulting and reporting, including technology design and industry knowledge\n, • Lead, counsel and train teams of tax professionals on process and tax technical; manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients\n, • Oversee risk and performance of engagements which may include project budgets, resource planning, status and financial metrics\n, • Keep up to date on current tax practices, new technologies and tools used in client service delivery and participate in technology or process development initiatives; participate in and contribute to market and business activities external to the firm\nQualifications:\n\n, • Minimum five years of recent experience in an accounting firm focused on partnership federal and state tax compliance\n, • Bachelor's degree from an accredited college/university\n, • Licensed CPA, Enrolled Agent or J.D./LL.M., in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list\n, • Demonstrated quality service mindset, strong technical aptitude and critical thinking skills; experience with MS Office applications and third-party tax reporting software programs\n, • Excellent verbal and written communications skills with the ability to articulate complex information\n, • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B326\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job DescriptionWho we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place. If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day. We're looking for: A Strategy & Analytics, Card Associate who will help shape the strategy, performance, and growth of Nitra’s card business. You will use data to answer critical business questions, optimize card performance, evaluate experiments, and drive data-backed decisions across product, marketing, and operations. This role is ideal for someone from investment banking, private equity, hedge funds, consulting, or a highly analytical fintech environment who wants to apply strong quantitative skills to a fast-moving startup building a modern card product. Your responsibilities will include: • Analyze card performance, customer behavior, transaction trends, and unit economics to identify opportunities to improve growth, engagement, and profitability, • Develop and measure A/B tests across product changes, marketing campaigns, rewards programs, and promotional initiatives to quantify impact and optimize outcomes, • Build dashboards and reporting frameworks using tools such as Sigma, Retool, or similar BI tools to improve visibility into key business metrics, • Define and track core card KPIs including activation, spend, retention, interchange revenue, rewards utilization, and customer lifetime value, • Partner with Product, Engineering, Marketing, Finance, and Operations to translate business questions into structured analyses and measurable outcomes, • Build financial models and business cases for new card features, rewards programs, merchant partnerships, and pricing or incentive strategies, • Develop executive-ready presentations that synthesize complex analysis into clear insights and recommendations for leadership decision-making, • Identify opportunities to improve card economics through data-driven insights, including spend optimization, rewards strategy, and merchant/gift card performance, • Work with engineering and data teams to improve data infrastructure, reporting automation, and metric definitions across the card business, • Support development and optimization of promotional calendars, rewards programs, and merchant partnerships based on performance data and experimentation results, • Roll up your sleeves to execute deep-dive analyses, clean datasets, and support ad hoc strategic requests across the businessYou have:, • 2–6 years of experience in investment banking, private equity, hedge funds, strategy consulting, corporate strategy, strategic finance, fintech, or a highly analytical environment, • Strong quantitative and analytical skills with experience solving complex, ambiguous business problems using data, • Experience building financial models, business cases, forecasting models, or investment-style analyses, • Strong understanding of unit economics, business KPIs, and performance measurement frameworks, • Experience working with large datasets and BI tools such as Sigma, Retool, Tableau, Looker, or similar platforms, • Advanced Excel skills with ability to build detailed, structured quantitative models, • Experience partnering with Product, Engineering, or Data teams to define metrics and evaluate experiments, • Strong communication skills with ability to translate complex analysis into clear, actionable recommendations, • High ownership mindset with comfort operating in fast-paced, ambiguous startup environments, • Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Statistics, or a related quantitative fieldWhat we offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win., • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra., • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match., • Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day. The base salary range for this full-time position is $90k - $140k + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed reflect the base salary only, and do not include bonus, equity, or benefits. Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description Why 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 The Commercial Strategy Associate will play a critical role in streamlining the operational functions of the team's go-to-market strategy. This person will not only be responsible for identifying improvements but will also refine our processes for tracking end-to-end contracting and partnership management. The responsibilities of this role will impact broader payor strategy and help drive our Commercial KPIs, many of which are top organizational priorities for leadership. This position will necessitate profound attention to detail and proactive cross-functional collaboration to deliver valuable insights to the organization. This person will be intellectually curious and eager to develop a deep understanding of payor workflows and stakeholder relationships at a fast-paced, mission-driven organization. Our team is comprised 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. We are looking for a candidate who is inspired by our mission and excited by the opportunity to increase access to mental healthcare and profoundly impact millions of lives. Responsibilities • Partner with health plan stakeholders to build and develop end-to-end payor relationships, • Build and leverage in-depth knowledge of nuances in insurance market contracting, • Conduct and consolidate research related to payor workstreams and novel markets, • Collaborate closely with cross-functional teams (Finance, GTM, Legal, Compliance, RCM, etc.) to maintain health plan contracts, • Streamline development of go-to-market team processes, workflows, and tools, • Assist with scaling Commercial team initiatives over time to meet the needs of Charlie Health, • Analyze complex healthcare claims data to support competitive analysis and go-to-market strategy, • Support payor remediation efforts to streamline billing practices and improve revenue collectionsRequirements, • At least 2-4+ years of relevant professional experience, including 1–2 years in investment banking, consulting, or at a high-growth start-up, • Bachelor's degree in Business, Finance, Economics, or a related field, • Strong organizational skills with demonstrated ability to manage multiple projects and workstreams concurrently, • Proficiency in Microsoft Office Suite, including Word, PowerPoint, and advanced Excel; proficiency in SQL and Python is a plus, • Exceptional written and verbal communication skills, • Proactive self-starter with a strong sense of ownership and the ability to operate independently in fast-paced environments, • Resourceful problem solver with the ability to adapt quickly to changing priorities, • Meticulous attention to detail and a commitment to delivering high-quality work, • Strong analytical mindset with the ability to synthesize data into actionable insights; experience with healthcare analytics is a plus, • Located within a 45-minute commute of New York City and able to work on-site four days per weekBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID The total target base compensation for this role will be between $106,000 and $135,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $117,000 and $148,000 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. 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: https://www.charliehealth.com/careers/current-openings. 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.

Ready to step into a highly visible finance leadership role where your insights directly shape business performance? Join a fast-growing, innovation-driven organization and help drive strategic decision-making across key regions. Location: remote with occasional travel in the NY/NJ area Compenstation: $150,000 plus bonus Why This Opportunity Stands Out: • Partner directly with senior business leaders to influence strategic and operational decisions., • Gain broad exposure across regional performance, forecasting, and growth initiatives., • Lead high-impact financial planning and analysis efforts with executive visibility., • Drive process improvements and scalable financial frameworks in a dynamic environment., • Work cross-functionally with commercial, operations, and leadership teams to shape business outcomes. Target Compensation: • Lead regional budgeting, forecasting, and financial planning activities., • Analyze business performance and provide actionable insights to leadership., • Partner with operational and commercial teams to support strategic initiatives., • Develop financial models to evaluate investments, growth opportunities, and business decisions., • Monitor key performance indicators and identify risks and opportunities across the region. • Bachelor's degree in Finance, Accounting, Economics, or related field., • 5+ years of progressive experience in FP&A, strategic finance, or corporate finance., • Strong financial modeling, forecasting, and business analytics experience., • Advanced proficiency in Excel and financial reporting/planning tools. #LI-SM1 #INAUG2026

Ready to move beyond reporting and become a true strategic partner to executive leadership? This Regional Finance Manager opportunity offers high visibility, direct influence on business decisions, and the chance to help shape the growth of one of the fastest-growing accounting platforms in the country. Salary: $150,000 + bonus Remote, travel in the NJ/NY area • Serve as the primary finance partner to regional leadership with direct influence on strategy and business performance • Join a rapidly growing, PE-backed accounting platform investing heavily in technology, AI, and operational innovation, • Gain exposure to executive-level decision-making, capital allocation, growth initiatives, and M&A activity, • Own regional budgeting, forecasting, and long-range planning with significant visibility across the organization, • Work in a highly strategic role while remaining close to day-to-day business operations and performance drivers, • Collaborate with leaders across multiple offices and business units throughout the Northeast region, • Play a key role in scaling financial processes, reporting, dashboards, and analytics infrastructure, • Opportunity to build deep business knowledge across a multi-entity, high-growth environment, • Access professional development resources, learning platforms, and long-term career growth opportunities, • Competitive benefits package including health coverage, 401(k), life insurance, and development programs • Lead regional financial planning, budgeting, forecasting, and performance reporting, • Partner directly with regional leadership to support strategic and operational decision-making, • Analyze business performance, identify root causes, and provide actionable recommendations, • Build scenario models to evaluate investments, growth opportunities, and acquisitions, • Support M&A diligence, integration planning, and synergy tracking initiatives, • Improve reporting, automation, dashboards, and FP&A processes across the region • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred), • 6+ years of FP&A, corporate finance, or related experience, • Experience in professional services, PE-backed organizations, or multi-entity environments, • Expertise in financial modeling, forecasting, and business performance analysis, • Hands-on experience with ERP, planning, and BI tools such as NetSuite, Adaptive, SAP, Anaplan, Power BI, or Tableau, • Must be based in the NY Metro area and comfortable traveling 30-40%

Job Description Primary - Assist in measuring and evaluating the company’s progress toward achieving its monthly, quarterly, and annual financial and operational goals as well as map out future financial and operational goals and plans. Secondary - Collect, report and analyze data on sales, costs, marketing, margin, operating efficiency, and financials. Summary: Responsible for financial modeling, analysis, and decision support for operational activities. The position will work with business unit leaders to develop and analyze potential growth opportunities and drive efficiencies in the current business. • Assist the finance and accounting team in the preparation of daily, weekly, monthly financial reporting packages: Includes extracting and aggregating data, and evaluating performance metrics relating to various business units and channels of distribution • Assist the finance team by updating multiple already existing financial models used for data aggregation and in depth analysis reporting. • Extracting, aggregating, and evaluating data to measure key performance metrics relating to various business units and channels of distribution, • Review daily data inputs by the billing teams for both delivered and wholesale related transactions to result in a “daily” P&L dashboard, • Analyze sales data and identify and communicate trends to Sales and Finance management, • Track Daily hedge book to physical inventory and update the ‘Basis Report’ on a daily basis, • Assist the finance team in account analysis and help prepare financial statement footnotes and supporting schedules 1. Perform special ad hoc projects and analysis relating to customer profit reporting BA in Accounting, Finance, Economics, or Business recommended Experience: 0-2 years Prior experience in Variance analysis, Unit Costing, Futures trading, recommended Prior experience with Excel, Google Sheets, Slides, Pivot tables, Reporting, needed \nCompany Description Leading energy infrastructure company providing fuels that keeps the the "city that never sleeps" running. Leading energy infrastructure company providing fuels that keeps the the "city that never sleeps" running.

Growing Company, great corporate culture 2 days in office 3 remote, immediate direst hire role Compensation & Benefits Specialist / Total Rewards Design and manage base salary, incentive, and bonus programs aligned with business strategy Conduct market benchmarking and salary survey to ensure external competitiveness Design and manage salary/role structure in HR Systems (job titles, job family, etc.) Lead annual compensation processes (merit, bonus, promotions, equity) Partner with Talent Management, Talent Acquisition and leadership on job leveling, pay decisions and offer strategy Ensure internal equity and pay transparency practices UK Benefits/Payroll expenses management Advance Comp management, Sales Comp Agreement process, Securities Agreement LTIP process, Annual 401k Compliance process Benefits Management Oversee health, welfare, retirement and wellness programs Manage Vendor Relationships (brokers, carriers, PEO) Evaluate and enhance benefits offerings based on need market and cost management, and experience with negotiating with vendors. Lead annual benefits renewal and open enrollment process Develop and track compensation and benefits metrics (cost, utilization, competitiveness) Provide insight and recommendations to senior leadership. Support workforce planning and budgeting related to TWs and new team/acquisitions Maintain accurate documentation policies and audit readiness SKILLS & QUALIFICATIONS Education: Bachelor’s degree in Human Resources, Finance, Business Administration, Economics, Mathematics, or related field. Experience: minimum 5+ years of compensation, benefits, HR analytics, or total rewards Experience with salary surveys and market pricing. Experience administering employee benefits programs. Experience in insurance or financial services and the ability to operate independently across both compensation and benefits functions. Strong experience with Excel and Workday, including advanced comp modules. Technical Skills Advanced Microsoft Excel Pivot Tables VLOOKUP/XLOOKUP Power Query (preferred) Complex formulas HRIS systems Compensation survey platforms HR reporting and analytics Benefits administration platforms PowerPoint Data visualization tools (Power BI or Tableau preferred) Knowledge Requirements Compensation structures Salary grading methodologies Market benchmarking Pay equity analysis Incentive compensation Health and welfare benefits Retirement plans (401(k)) COBRA HIPAA FLSA Pay transparency legislation Leave programs HR metrics and reporting LOCATION

About Saunter The way we gather is broken. Modern culture trades presence for digital sedation, and nightlife makes good health the price of admission. We’re building the successor to the bar—a new kind of third space, designed from first principles for how people want to gather today. Our first location opens in Williamsburg in early 2027, and the model is built to scale nationally. We’re artists and serial entrepreneurs—builders of creative and nightlife communities, consumer brands, and technology companies. We’ve spent our careers pushing culture forward, and this is our biggest swing yet. We’re backed by founders of some of the most influential technology companies of the past two decades, alongside one of the most followed voices in health. From first dawn to last call, a quick reset or a whole afternoon, our mission is to make room for warmer ways to gather. The Role You’ll sell the room. This is the founding commercial seat inside our first location, and you’ll hold it from before the doors open. Private events and brand sponsorships are yours—two revenue lines you’ll build from zero, own from first prospect through final payment and renewal, and grow. Saunter is a highly designed, all-day social venue combining high-touch hospitality, food and beverage, and live programming, with a space built for everything from an intimate corporate offsite to a full buyout. The room already has a history as a sought-after event venue. Your job is to turn that potential into a meaningful, repeatable revenue line. Weekend nights will create their own energy. The harder—and more valuable—job is filling weekday daytime with corporate gatherings, offsites, and celebrations, and structuring brand partnerships that add to the guest experience rather than interrupt it. You’ll start selling before the venue exists, from renders and hard-hat walkthroughs, so we open with a book of business already signed. You’ll report to our operating partner and work directly with the CEO, GM, and founding team on how partnerships show up in the room. You’ll own the sale, the commercial relationship, and the economics; the venue team will own four-wall execution. Because everything here is being built for the first time, the pricing, playbook, and standards for what a Saunter partnership means will carry your fingerprints for years as we expand. This is a full-time, in-building role. Pre-opening will be heavily outbound. Once we’re open, you’ll maintain the senior client relationship around major events, including some evenings and weekends, while the venue team leads execution. Over time, your job is to build a repeatable commercial engine—not a business that depends on one person’s relationships and heroics. What You’ll Do Pre-sell the venue. Build a qualified pipeline and close signed contracts with deposits before opening day, selling the vision from renders, walkthroughs, and the strength of your own credibility. Build the book. Develop and activate relationships across corporate event planners, experiential agencies, executive assistants, people and culture leaders, and brand partnership teams. Personally own the full commercial cycle, from prospecting through collection and renewal. Own the number. Deliver at least $250,000 in private-event revenue and $100,000 in cash sponsorship revenue during the first 12 operating months. Maintain a disciplined pipeline, forecast, and collections process so leadership always knows where the number stands. Fill the quiet hours. Direct your energy where capacity is most perishable: weekday daytime and early evenings. Every empty Tuesday afternoon is revenue that never comes back. Build brand partnerships. Structure integrations, activations, supported series, and product placements that guests are glad exist. We don’t sell logo wallpaper, and every deal passes brand review. Sell the tentpoles. Pursue marquee buyouts and calendar moments capable of materially outperforming the base plan. Protect the room. Price every deal against contribution margin, operating cost, payment risk, and what the space would earn on its own. Create clean handoffs and stay accountable for the client relationship without becoming the event producer. Create the playbook. Codify the pricing tiers, collateral, contracts, pipeline process, partnership standards, and account-development practices that allow the first venue to excel and future Saunter locations to sell from day one. Who You Are You are a closer with a real book of New York buyers—corporate event planners, brand and agency partnership leads, and other decision-makers—you can begin activating immediately. You know the first calls you would make. You have sold physical space or another capacity-constrained hospitality or event product. You understand buyout math, minimums, displacement, event contracts, and clean operational handoffs. Your revenue was yours. You can walk us through what you sold, from what to what, what the business kept, and exactly which part was yours. Your references will say the same. You have sold something before it existed, or into hours nobody wanted—and you liked it. You run the full cycle yourself. You don’t wait for inbound, and you don’t hand the hard parts to someone else. You are rigorous with numbers. You understand how pricing, margin, capacity, payment terms, cancellation exposure, and collections determine whether a deal is genuinely valuable. You work inside a strong brand without flattening it. You understand that the fastest way to devalue a great room is to sell it cheap—or to the wrong partner. You lead with warmth and directness, and you’re genuinely interested in the people, brands, and ideas that make a partnership feel alive rather than transactional. Experience selling for independent venues, lifestyle hotels, private clubs, cultural spaces, experiential agencies, or event-led hospitality in New York is a plus. Pre-opening sales experience is strongly preferred. What We Offer • Base salary of $95,000–$120,000, depending on experience, • This is a commission-eligible role. Your incentive plan is tied to the sponsorship and private-event revenue you close and collect, with accelerators above target and no cap on upside, • At target, total annual earnings of approximately $150,000, • Comprehensive health benefits and paid time off, • A founding commercial seat with real influence over how partnerships and private events shape Saunter’s first venue, • The opportunity to help build a new national hospitality category from its first location How to Apply Tell us who you are and why Saunter. Send a short note and your resume to careers@saunter.space. We read every one. Saunter is an equal opportunity employer. We welcome applicants of every background and meet people where they are.

Job Title: Senior Analyst, Marketing Procurement Analytics Location: Nashville, TN, NYC or Los Angeles, CA (Onsite, Full Time) Duration: Contract - 6 months + potential to extend Pay Range: $68-78/hour W2 About TSR TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives. Through a disciplined approach to sourcing, candidate vetting, and delivery, TSR helps organizations scale teams quickly while maintaining quality and reliability. TSR operates with a global delivery model, leveraging specialized teams to support enterprise clients across North America and beyond. In June 2024, TSR was acquired by Justin Christian, founder and CEO of BCforward, a global provider of professional services and workforce solutions. This partnership expands TSR's ability to deliver broader capabilities, global delivery resources, and enhanced opportunities for both clients and consultants. Job Description Job Description We are seeking a Senior Analyst, Marketing Procurement Analytics to join our team. The ideal candidate will have strong experience in procurement analytics, spend analysis, supplier performance, and BI/reporting tools and a proven ability to translate complex data into clear, executive-ready insights that inform sourcing strategy, supplier management, and value creation. Responsibilities: • Lead procurement analytics initiatives that inform category strategy, sourcing decisions, and supplier management., • Translate complex spend, supplier, market, and operational data into actionable, executive-ready insights and recommendations., • Partner with category leaders, finance, and business stakeholders to define analytics priorities, success metrics, and value-tracking methodologies., • Conduct advanced spend analysis, demand analysis, and supplier performance analysis to identify risks, opportunities, and tradeoffs., • Design and deliver dashboards, reporting, and analytical tools that enable transparency, accountability, and data-driven decision making., • Own end-to-end analytical projects from problem definition through insight generation, storytelling, and stakeholder alignment., • Leverage internal data and external market research to inform category strategies, should-cost models, and negotiation approaches., • Influence senior stakeholders by framing insights in a business context and driving alignment on actions and decisions., • Champion continuous improvement in procurement analytics capabilities, methodologies, and governance., • Operate effectively in a fast-paced, evolving environment, balancing strategic priorities with hands-on execution. Required Skills & Qualifications: • Bachelor’s degree in business, Finance, Analytics, Economics, or related field. MBA preferred., • 8+ years in procurement analytics, supply chain analytics, finance analytics, or related analytical roles., • Strong quantitative and analytical skills with advanced Excel and demonstrated experience with BI and reporting tools., • Proven ability to translate complex data into clear, actionable business insights and influence senior leaders., • Strong understanding of procurement processes, sourcing, and supplier management., • Collaborative, solutions-oriented approach with comfort operating in ambiguity and managing multiple initiatives and stakeholders. Preferred Skills: • Experience supporting strategic sourcing, category management, or supplier performance management., • Entrepreneurial, curious mindset with interest in evolving procurement capabilities and continuous learning. Why TSR? • At TSR, we believe in advancing lives and careers. When you join our team, you gain access to:, • Competitive compensation and benefits., • Opportunities for growth with global clients., • A supportive, inclusive culture that values innovation and people., • Exposure to cutting-edge technologies and projects. About Our Commitment TSR is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status. Interested? Apply Now! If this sounds like the right opportunity for you, please apply with your most recent resume. Add a brief sales pitch at the top that explains why you are qualified for this role.

ASSOCIATE AT A LEADING RENOWNED PHILANTHROPIC NON-PROFIT | HYBRID NYC OR WASHINGTON DC Base Salary is $75K to $87,500K (based upon candidate and experience) Discretionary Bonus; Excellent Benefits; and Incredible People Leading, renowned, philanthropic, non-profit organization is looking for an experienced individual/professional to join its Team as an Associate based in New York City or Washington DC. In this role, you will support grant-making and strategy development focused on improving the affordability of employer-sponsored health insurance and empowering employers in their roles as healthcare purchasers. This position will report to an Associate Director within the organization and support the development and management of multiple grants, partnerships, and other emerging opportunities aligned with the organization's strategies. You will learn about project management, healthcare policy, research, and philanthropic investment by supporting the grant lifecycle from ideation and approval to evaluation and dissemination. Hybrid role with Three (3) Days per Week in the Office (Mon, Tue, & Thu) and Two (2) Days per Week Remote/Virtual. The office is closed between Christmas and New Year’s. QUALIFICATIONS AND SKILLS The ideal candidate will be a self-starter, intellectually curious, operationally focused, and detail oriented. You should be able to set and communicate priorities while nimbly reacting to fast-moving opportunities. More specifically, the ideal candidate will bring: • Bachelor’s Degree is required; preferably in Social Sciences, including Economics, Policy, Sociology, Public Health and/or Information Sciences., • Master’s Degree in Health Care Administration, Public Health, Public Policy or Related Field is a plus., • Three (3) or More years of Experience in Healthcare Management Consulting, Strategy, Business Operations or Other Professional Services, Healthcare Benefits Administration, Program or Project Management, or Related experience., • Experience in Commercial Healthcare Markets, Healthcare Policy, and Employer-sponsored Insurance is a plus., • Prior experience as a Philanthropic Funder or Grantee is a plus., • Understanding of and Interest in Healthcare Spending and Affordability., • Some travel, including occasional travel to New York for DC-based employees, is required., • Experience related to employer-sponsored insurance, commercial healthcare markets, employee benefits, or healthcare purchasing., • Project coordination and management skills., • Excellent time management - proven skill and comfort in prioritizing, multi-tasking, overseeing, and efficiently delivering high-quality work products., • Collaborative and constructive approach with colleagues and external partners., • Strong research skills with the ability to synthesize information., • Ability to work under tight deadlines and have the organizational skills to prioritize and manage numerous projects at once as they evolve and change., • Attention to detail, willingness to be hands-on, flexibility, and an ability to work independently., • Strong analytical skills, adept at research and writing, and impeccable attention to detail., • Excellent oral and written communication skills., • Skilled in working independently and collaboratively as part of a team, as well as experience engaging external partners and/or working cross-functionally., • Ability to understand and interrogate budgets and financial reporting., • Excellent judgment; adept at exercising discretion and tact in complex, confidential situations., • Facility with managing up and communicating proactively with a team lead., • Desire to learn and grow, as well as being receptive to receiving instruction, direction, and feedback. RESPONSIBILITIES AND DUTIES Grant Management • Develop management and reporting processes to track status of grant deliverables, performance measures, budgets, and modification requests., • Maintain up-to-date project management resources that facilitate effective cross-team collaboration, such as requirement trackers, SharePoint directories, and other collaboration tools., • Regularly update their manager on status of grants, including on potential grant issues and project efficiencies., • Manage and contribute to the review and quality control of grant materials and outputs, such as evidence and guidance intended for employers and other commercial healthcare market purchasers, closely coordinating and collaborating with internal, external, and communications staff., • Provide operational and logistical support by coordinating meetings, reviewing reports, taking notes, and synthesizing takeaways for senior staff. Research and Synthesis • Support management of research contracts to inform the design, implementation, evaluation, and strategic direction of the organization, with a particular focus on employer-sponsored insurance and commercial healthcare markets., • Conduct environmental scans of new developments, trends and perspectives related to portfolio strategy and individual investments., • Carry out due diligence research on potential grantees and partners., • Attend conferences and events to gather key insights from thought leaders on relevant topics.

Senior Ocean Import & Key Account Operations Lead Location: Carteret, New Jersey Workplace: On-site Employment: Full-time The Opportunity Beeontrade is seeking a hands-on freight forwarding operator to take ownership of our key U.S. Ocean Import and BCO accounts and help build the next generation of Beeontrade USA operations. This is not a monitoring or administrative management role. It is an ownership-and-execution mandate. You will personally manage important customer accounts and shipments, solve operational exceptions, protect gross profit, coordinate U.S. inland and warehouse execution, and ensure customers receive proactive, reliable service from origin through final delivery. Our core U.S. business is concentrated around Ocean Imports, strategic BCO accounts, international forwarding, project cargo, inland transportation, warehousing, and selected Air Freight solutions. Initially, you will be a senior individual contributor and account owner. As Beeontrade builds its U.S. team, you will help train junior operators, establish operating standards, build customer SOPs, and develop a scalable U.S. operations structure. The goal is simple: Our key customers should have a strong U.S.-based operational owner who understands both how the freight moves and how the shipment makes money. You Will • Take direct operational ownership of assigned U.S. importer and BCO accounts., • Manage Ocean Import shipments from pre-alert and origin coordination through customs release, final delivery, empty return, billing, and file closeout., • Develop deep knowledge of each customer's lanes, SOPs, service expectations, shipment patterns, and commercial requirements., • Build strong customer relationships through proactive communication and fast problem resolution., • Identify operational and customer risks before they become escalations., • Ensure customers receive proactive updates with no surprises., • Work directly with steamship lines, origin agents, customs brokers, terminals, CFS facilities, truckers, warehouses, rail providers, and customers., • Coordinate drayage, pre-pulls, chassis, transloading, storage, appointments, warehouse services, and final-mile delivery., • Monitor vessel schedules, terminal availability, free time, customs releases, delivery appointments, empty returns, and other critical milestones., • Step directly into high-risk files involving demurrage, detention, customs holds, exams, damaged cargo, rollovers, missed appointments, carrier issues, and other operational exceptions., • Maintain accurate milestones and shipment data inside CargoWise and Beeontrade operating systems., • Review HBL/MBL, arrival notices, commercial invoices, packing lists, delivery orders, and other import documentation., • Coordinate ISF, customs-clearance, exam, and release requirements with appropriate parties., • Maintain complete and audit-ready shipment files., • Work with offshore documentation and shared-services teams while maintaining full accountability for shipment quality., • Understand the quoted buy, sell, and expected gross profit of assigned shipments., • Monitor supplier costs and unexpected accessorial exposure throughout execution., • Protect Beeontrade and customers from avoidable demurrage, detention, storage, chassis, waiting time, prepull, redelivery, and other operational leakage., • Obtain proper approval for additional customer charges where required., • Ensure all vendor costs and accruals are captured before billing., • Review expected GP versus actual GP before file closeout., • Identify recurring margin leakage and operational cost problems., • Work closely with billing to ensure completed shipments are invoiced quickly and accurately., • Participate in customer reviews and identify opportunities to expand existing accounts., • Coordinate inland, warehouse, and project requirements where needed, including FTL/LTL, transload, devanning, project staging, flat rack/open-top, and OOG movements., • Help establish U.S. operating procedures, account SOPs, escalation rules, and CargoWise standards., • Train and develop junior U.S. operations employees as the organization grows., • Help build a small, high-performing U.S. freight operations team around strong operational ownership and customer accountability. Key Responsibilities • Own assigned strategic BCO and Ocean Import customer accounts., • Execute U.S. Ocean Import shipments end-to-end., • Protect customer retention through proactive service and operational ownership., • Manage shipment exceptions before they become customer escalations., • Coordinate port, customs, drayage, warehouse, rail, and final-delivery execution., • Protect shipment-level gross profit and prevent accessorial leakage., • Maintain accurate job costing, accruals, and operational documentation., • Drive fast shipment closeout and billing., • Monitor demurrage, detention, chassis, storage, exams, and other cost exposures., • Ensure CargoWise milestones and customer records remain accurate and current., • Build and maintain customer-specific SOPs., • Improve operating workflows and eliminate recurring failures., • Develop strong working relationships with U.S. truckers, warehouses, terminals, brokers, carriers, and logistics vendors., • Support selected Air Import, Project Cargo, OOG, and complex transportation requirements., • Participate in customer reviews and identify account-expansion opportunities., • Help recruit, train, and develop future U.S. freight operations talent., • Help transition Beeontrade's most important U.S. customer operations from founder-dependent execution into a professional operating structure. What Success Looks Like You will be accountable for measurable improvement in: • Customer retention, • Customer response time, • Customer escalation frequency, • On-time shipment milestones, • Demurrage and detention exposure, • Operational exception rates, • CargoWise and file accuracy, • Gross profit protection, • Accessorial-cost recovery, • Billing speed, • Completed-file closeout, • Customer SOP compliance, • Account growth opportunities, • Junior team development as Beeontrade expands For our most important customers, success means: The customer trusts you enough that routine operations no longer require CEO involvement. What You’ll Need • 4+ years of U.S. freight forwarding experience, with meaningful Ocean Import responsibility., • Strong experience managing Ocean Import shipments end-to-end., • Experience directly managing importer and BCO customer relationships., • Strong understanding of U.S. port, terminal, drayage, customs, warehouse, rail, and final-delivery operations., • Strong knowledge of demurrage, detention, free time, chassis, storage, customs exams, accessorials, and other import cost exposures., • Understanding of freight forwarding buy rates, sell rates, accruals, job costing, and shipment-level gross profit., • Ability to independently resolve operational exceptions rather than simply forwarding problems upward., • Strong customer communication and relationship-management skills., • Strong organizational discipline and attention to detail., • Calm decision-making under operational pressure., • Experience with CargoWise strongly preferred., • Air Import experience is valuable but not mandatory., • Experience with Project Cargo, Flat Rack/Open Top, OOG, transload, or complex U.S. inland transportation is a strong advantage., • Strong written and spoken English., • Ability to work on-site in Carteret, New Jersey. Formal management experience is helpful but not required. We care more about whether you have demonstrated real operational ownership, customer judgment, and the ability to eventually teach and develop other operators. You Operate Like an Owner If • You notice problems before the customer does., • You understand the financial impact of operational decisions., • You don't consider sending an email the same thing as solving a problem., • You follow issues through until they are actually closed., • You protect both the customer relationship and shipment profitability., • You communicate problems together with options and a recommended solution., • You ask for support when necessary but do not unnecessarily push problems upward., • You document mistakes and improve the process so they do not repeat., • You enjoy developing less-experienced operators., • You take pride in owning the outcome, not simply completing your assigned task. About Beeontrade Beeontrade is a U.S.-based international freight forwarder and NVOCC founded in 2021, with operations and support capabilities across the United States, Turkey, India, and the UAE. Our services include Ocean and Air Freight, inland transportation, project logistics, warehousing, and value-added logistics, with particular strength in U.S. Ocean Imports, strategic BCO accounts, international forwarding, and complex transportation solutions. During our first five years, Beeontrade built the licenses, systems, international network, carrier relationships, customer portfolio, and operating experience required to compete across global logistics. We are now entering our next stage. Beeontrade is rebuilding around a smaller group of highly accountable operators, stronger technology, disciplined execution, and clear ownership of customers, shipments, and financial outcomes. Our operating principle is simple: One customer. One owner. One shipment. One owner. One dollar. One owner. We want people who solve problems instead of forwarding them, understand both operations and economics, and want the opportunity to help build the next version of Beeontrade USA. Beeontrade is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable law.

Our client, a growing firm in the public accounting industry, is seeking an experienced Senior Audit Associate / Audit Supervisor to join its assurance team. This opportunity is well suited for an audit professional with several years of recent public accounting experience who can take ownership of engagements, work directly with clients, and apply strong technical accounting and auditing knowledge. The ideal candidate will have experience across audit, review, and compilation engagements and be comfortable managing multiple assignments while maintaining high standards for quality, accuracy, and client service. Experience serving closely held businesses, nonprofit organizations, or employee benefit plans is a plus. Hybrid 3 days/week in Fairfield, NJ Key Responsibilities • Manage audit and assurance engagements from initial planning through completion, ensuring work is accurate, timely, and consistent with established quality standards., • Participate in compilation, review, and audit engagements across a diverse client base., • Assess engagement procedures and testing approaches and adapt them based on the specific needs and risks of each client., • Develop a thorough understanding of clients' businesses, operations, industries, and financial reporting environments., • Gather, analyze, and evaluate audit evidence to support engagement conclusions and ensure workpapers are complete and well documented., • Identify accounting, control, and process issues and communicate findings to appropriate stakeholders., • Assist clients with recommendations designed to strengthen internal controls and improve accounting and business processes., • Establish and maintain productive relationships with client contacts throughout the engagement., • Conduct technical research related to accounting, auditing, and engagement-specific issues., • Apply current GAAP, GAAS, and applicable regulatory requirements to engagement work., • Monitor developments in accounting and auditing standards and evaluate their potential impact on client engagements., • Coordinate multiple assignments and competing deadlines while maintaining attention to detail., • Participate in professional development and continuing education activities. Qualifications • Bachelor's degree in Accounting, Finance, Economics, or a related discipline., • 3–8 years of recent public accounting experience, preferably within a regional or similar-sized firm., • 3+ years of hands-on audit experience., • CPA license, or demonstrated progress toward obtaining the CPA designation., • Experience with audit, review, and compilation engagements., • Strong knowledge of accounting and auditing principles and financial reporting concepts., • Experience with Microsoft Office, particularly Excel and Word., • Familiarity with QuickBooks and audit/engagement management platforms., • Strong analytical, research, and problem-solving abilities., • Excellent written and verbal communication skills., • Strong client-service and interpersonal skills., • Ability to manage multiple phases of an engagement, including planning, fieldwork, testing, documentation, and reporting., • Strong organizational and time-management skills with the ability to work effectively both independently and as part of a team.

A highly regarded global professional services organization is seeking a Senior Financial Business Analyst to join its growing Business Intelligence & Finance team. This is a direct-hire opportunity offering significant exposure to senior leadership, sophisticated financial analysis, data visualization, and emerging AI initiatives. The role can be based in the New York City, Washington, D.C., or Los Angeles markets and offers a highly flexible hybrid schedule, with approximately one day per week in the office and potential for additional remote flexibility. What You’ll Do • Analyze complex financial and business data to identify trends and deliver actionable insights, • Develop recurring and ad-hoc reporting around key business and financial KPIs, • Partner directly with senior leaders and key stakeholders to support strategic decision-making, • Translate large data sets into clear, compelling dashboards, visualizations, and executive-level presentations, • Build polished PowerPoint presentations that effectively communicate complex financial concepts, • Develop interactive dashboards and advanced reporting using Tableau, Power BI, and other BI tools, • Work cross-functionally with Finance, Business Intelligence, Marketing, HR, and other internal teams, • Support evolving technology and AI-driven initiatives designed to enhance reporting, analytics, and business intelligence Ideal Background • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, • 4+ years of financial analysis, business analysis, FP&A, business intelligence, or similar experience, • Advanced Excel skills, including large data sets, formulas, pivot tables, data manipulation, and ideally macros, • Advanced PowerPoint skills with the ability to create polished, executive-level presentations, • Experience with Tableau and/or Power BI, • Exceptional communication and presentation skills with the ability to confidently interact with senior leadership, • Strong critical thinking, problem-solving, organization, and attention to detail, • Experience within a law firm or other sophisticated professional services environment is highly preferred, • Big 4 experience is a strong plus, • Exposure to AI tools, including Claude or similar platforms, is a plus

Role Overview We are seeking a Director of Technical Accounting & Compliance to strengthen Controllership across On Location’s Core businesses. Core comprises On Location’s ongoing property portfolio, including NFL and Super Bowl, NCAA, PGA of America, UFC, and WWE; the Olympic and FIFA World Cup programs are supported separately. This role will lead the evaluation and documentation of complex accounting matters, establish practical accounting policies, and reinforce the governance and control framework required to operate effectively as part of TKO Group Holdings (NYSE: TKO). The Director will partner closely with Core Accounting, Finance, Legal, Tax, Revenue Operations, Internal Audit, and TKO Accounting. The role is expected to translate US GAAP and company policy into clear, scalable processes and to provide timely guidance on new contracts, business models, transactions, and close-related judgments. This is a senior individual-contributor and leadership role within Controllership. It does not replace day-to-day operational accounting ownership; instead, it provides the technical judgment, governance, challenge, and compliance oversight needed to support consistent execution across Core. Key Responsibilities Technical Accounting & Transaction Support • Lead the accounting analysis for complex contracts, new products, commercial arrangements, and non-routine transactions, with particular focus on revenue recognition, gross-versus-net presentation, variable consideration, contract modifications, principal-agent conclusions, and balance sheet classification., • Evaluate rights-holder economics, including minimum guarantees and committed purchase obligations, and the capitalization, amortization, and recoverability of pre-event costs., • Prepare and review clear, audit-ready technical accounting memoranda and position papers under US GAAP., • Partner with Legal, Finance, Tax, Revenue Operations, and business leaders early in the contract and deal lifecycle to identify accounting implications and influence scalable execution., • Monitor relevant accounting developments and assess their impact on Core processes, policies, financial reporting, and disclosures., • Serve as a technical resource to the broader Accounting and Finance organization, providing practical guidance and training. Accounting Policy & Governance • Develop, maintain, and operationalize accounting policies, procedures, decision frameworks, and documentation standards., • Establish a consistent governance process for the review and approval of new contracts, significant judgments, and accounting conclusions., • Lead the quarterly contract-completeness and contract-review process in coordination with Legal, Commercial, Finance, and Accounting., • Maintain a central inventory of significant accounting positions, recurring judgments, and open technical matters., • Promote consistency across Core entities and business lines while allowing for clearly documented differences in facts and circumstances. Compliance, Controls & Audit • Partner with Internal Audit and process owners to strengthen the internal control environment, including control design, documentation, evidence standards, issue remediation, and ongoing SOX compliance., • Support quarterly and annual external audit activities, including technical consultations, audit requests, and resolution of accounting matters., • Review significant close judgments, estimates, reconciliations, and balance sheet matters from a governance and risk perspective., • Support financial statement and SEC reporting requirements by providing technical accounting analysis, disclosure support, and documentation for significant judgments., • Track accounting and control issues through resolution, ensuring clear ownership, deadlines, escalation, and sustainable remediation. Core Controllership Partnership • Partner with Core Accounting leaders on complex close matters without displacing their ownership of day-to-day accounting execution., • Provide oversight and challenge on high-risk areas, including deferred revenue, deferred event costs, unbilled receivables, accruals, ticket costs, contract assets and liabilities, and event-related balance sheet accounts., • Support the design of scalable accounting processes for new events, products, systems, and organizational changes., • Identify opportunities to standardize, automate, and simplify accounting activities while maintaining appropriate control and documentation., • Lead cross-functional workstreams and special projects assigned by the SVP, Controller. Leadership & Influence • Operate as a trusted advisor who can communicate complex accounting matters clearly to both technical and non-technical stakeholders., • Build strong partnerships across Accounting, Finance, Legal, Tax, Operations, Internal Audit, external auditors, and TKO., • Coach and develop accounting team members through technical reviews, training, and on-the-job guidance., • Drive accountability and timely decision-making through clear recommendations, issue tracking, and escalation., • Model a culture of ownership, collaboration, sound judgment, and continuous improvement. You Bring • 8+ years of progressive accounting experience, including significant experience in technical accounting, public-company reporting, audit, or controllership., • CPA required; Big Four or national public accounting experience strongly preferred., • Strong command of US GAAP, particularly ASC 606, and demonstrated ability to research, document, and defend complex accounting conclusions., • Experience supporting SEC reporting, internal controls, SOX compliance, and external audit requirements., • Proven ability to evaluate contracts and translate technical guidance into practical operating processes., • Strong written and verbal communication skills, including the ability to influence senior stakeholders and explain accounting judgments plainly., • Ability to manage multiple priorities, work through ambiguity, and drive matters to resolution in a fast-paced environment., • Experience with NetSuite, SAP, or comparable ERP systems preferred; experience in live events, hospitality, sports, media, travel, or other complex revenue environments is a plus. Ideal Profile • Technically strong, pragmatic, and comfortable making well-supported decisions., • Equally effective in detailed accounting analysis and cross-functional leadership., • Able to distinguish between a technical accounting question, a process failure, and an execution gap—and address each appropriately., • Proactive and curious, with the judgment to identify risk early without creating unnecessary bureaucracy., • A hands-on leader who can build structure, improve documentation, and raise the capability of the broader team. Working Conditions & Opportunity • Event-driven seasonality, with peak periods aligned to the Core event calendar—NFL season and Super Bowl, NCAA championships, PGA of America championship season, and the year-round UFC and WWE cadence—which can overlap with quarterly close and external audit cycles., • Occasional travel to Core events and business locations may be required., • Opportunity to shape the technical accounting and compliance foundation of a growing, complex sports and entertainment organization., • Highly collaborative role with regular interaction across Core business teams and TKO corporate functions., • Career development and growth opportunities within a global sports and entertainment organization. Why Join Us? At TKO, you’ll be part of a premium sports and entertainment company which operates leading combat sports and sports entertainment brands. This role offers a chance to work on impactful projects in a collaborative, high-energy environment where your contributions help shape the financial future of a dynamic organization.

About Cerberus Founded in 1992, Cerberus is a global leader in alternative investing with approximately $70 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at _. Job Purpose: Cerberus established our Residential Opportunities investment platform in 2008 to capitalize on opportunities to acquire distressed residential mortgage-backed securities following the Global Financial Crisis. Over the past decade, our Residential Opportunities platform has continued to build upon its expertise in residential debt and evolved to earn recognition as an innovator and market leader in securitizing performing residential real estate loans and investing in single-family rental real estate (SFRs). As an Associate at Cerberus Operations and Advisory, you will help the team expand its analytic and operational capabilities across all aspects of Cerberus’ Residential Real Estate strategy, from analyzing hard asset and capital markets transactions to supporting operational excellence. The role operates within a startup environment in the strategy with direct interactions to senior leaders and portfolio managers of the fund. You will use data science and computer science skills to create proof of concepts, stand up infrastructure, and support research projects. You will partner with leaders across portfolio companies to build and execute investment and operational strategies that drive growth. Success in this role requires comfort operating in a fast-moving, high-ambiguity environment where priorities shift and many problems will not have a predefined path to solution. Responsibilities: This is not a traditional data science / software engineering position. While strong technical skills are essential, the primary responsibility is identifying opportunities, validating ideas, and building solutions that create business impact. Successful candidates are scrappy, excited to move fluidly between analytics, software development, experimentation, and business communication, rather than operating within a narrowly defined engineering function. • Identify and solve high-impact business problems by partnering with senior leadership to translate strategic opportunities, operational challenges, and investment ideas into actionable technology, data, and analytics solutions., • Own projects end-to-end, from problem definition and solution design to development, deployment, and adoption. Gather requirements, align stakeholders, measure outcomes, and drive initiatives to completion., • Build and validate new ideas through rapid prototyping and proof-of-concepts. Develop applications, analytical tools, AI-powered solutions, and workflows that test hypotheses, evaluate opportunities, and demonstrate business value before broader deployment., • Develop software and analytical tools across the full technology stack. Build frontend applications, backend services, data pipelines, APIs, databases, automations, and supporting infrastructure, while balancing speed, maintainability, and scalability., • Apply AI and automation capabilities to create leverage across the organization. Contribute to agentic AI capabilities such as agent orchestration, tool calling, retrieval-augmented workflows, and LLM-powered features. Help build evaluation, observability, and guardrail mechanisms for AI agents, ensuring reliability, safety, and measurable quality as agent behavior translates into product functionality., • Create leverage through automation, abstraction, and tooling. Identify repetitive or inefficient processes and develop technology solutions that improve productivity, streamline workflows, increase transparency, and reduce operational friction across the organization., • Design and optimize data infrastructure and data models, including relational databases, data architecture, schema design, query optimization, and systems that support analytical and operational workflows., • Analyze structured and unstructured data related to residential real estate, property management, and credit underwriting operations to uncover and display insights that inform investment decisions., • Collaborate across business and technical functions to develop practical solutions, communicate findings clearly, and ensure successful implementation of initiatives., • Continuously expand expertise in real estate, investing, technology, data science, AI, and emerging tools. Bring intellectual curiosity, a strong learning mindset, and a willingness to explore new approaches that can create business value. Qualifications: • 3-4 years of work experience with a degree in Engineering, Computer Science, Information Systems, Data Science, Mathematics, or a related quantitative field; candidates with a business, finance, or economics background and strong demonstrated technical skills are also encouraged to apply, • Experience with Python, SQL, Git, Azure, Snowflake, PowerBI, Fabric, • Familiarity with cloud platforms such as AWS, Azure, or Google Cloud., • Strong communication skills with the ability to present findings clearly to both technical and non-technical audiences, including senior leadership; comfortable translating ambiguous asks into structured analysis and working within a collaborative team environment, • Hands-on experience with relational databases, preferably PostgreSQL, including schema design and query optimization., • Proficiency with modern AI development tools in a professional environment - hands-on usage of AI tools in your development workflow, such as AI coding agents, AI-assisted reviews, or prompt-driven development a must., • Comfortable working in an early-stage startup environment where work can be ambiguous and mission-critical work may occasionally require effort outside typical working hours. The base salary for this position is expected to be between $160,000.00 and $200,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus [which is often a meaningful portion of the compensation package], and a robust benefits package.

Adore Me, a subsidiary of Victoria’s Secret & Co. (NYSE: VSXY) since being acquired in December 2022, is seeking a Merchandise Planner who will serve as the business manager for a book of business and is primarily responsible for translating the Merchants vision into viable plans and profitable results. The Planner is responsible for developing and maintaining sales, inventory and margin plans that tie to financial targets for an assigned category. In partnership with the Merchant, the Planner drives additional value through optimizing the assortment across multiple selling channels, making strategic distortions to maximize productivity and customer satisfaction. Responsibilities: Pre-Season • Build and refine a category plan based at the week/channel level based on guidance from leadership and pre-season targets/strategy, • Partner with Merchants to create and maintain a seasonal theme-based assortment list and volume targets by selling channel, • Develop assortment plans for sales, margin and inventory at the style/choice level in support of productivity and financial targets, • Use demand forecast, pattern after items, targets from attribute and category plans, test results and historical trends, • Incorporate impact of events and entrance/exit strategies, • Propose initial and promotional pricing by item; collaborate to deliver sales plan with recommendations for events, based performance and targets, • Communicate merchandise plans to other functional groups as follows:, • Logistics for their review from a capacity standpoint. Information gained is then reconciled with the plan; issues reviewed and discussed together, • Finance to inform their rolling business plan; together review and discuss any related issues, • Stores to inform their labor estimates, • Compliance to inform of possible categories for new product quality, testing and regulatory considerations, • Marketing to give strategic direction for the development/refinement of their seasonal campaign plans In-Season • Analyze and reflect current trends in performance of strategy based on actual sales performance; revise in-season plans for sales and profitability, control inventory levels, • Partner with Merchant to develop and propose tactics in response to current business trends, • Manage and execute promotional and liquidation strategy, • Manage the assortment to approved inventory targets, • Communicate revisions both within the team and cross functionally, • Actively manage inventory levels by pulling up, pushing back or cancelling orders and/or recommending reorders Reporting/Analytics • Analyze performance for area of responsibility relative to performance of plan and trend for both period and season sales, margin and inventory, • Prepare recommendations and alternatives for key financial meetings/decisions in order to maximize sales and margin and optimize inventory productivity, in partnership with Merchant. Qualifications: • 4-6 years of retail planning, demand forecasting experience, inventory management, allocation, assortment planning, or replenishment experience, financial planning or financial analysis experience, • Bachelor’s degree in finance, operations, economics, business, statistics, • Requires strong problem-solving and analytical skills; strong aptitude with numbers; retail math skills, • Strong technical skills in Microsoft Excel or related planning, finance or analytical systems, • Merchant or merchandising experience a plus, • Positive business influence skills, • Able to identify and influence critical stakeholders, proactively solve problems, and recommend solutions, • Strong communication and presentation skills: concisely presents complex information and recommendations in terms meaningful to a variety of audiences, • Demonstrated leadership capability and executive presence, • Optimization Mindset – designs and develops models/plans to optimize decisions, • Builds collaborative partnerships cross-functionally; identifies/influences critical stakeholders, • Ability to articulate detailed action plans to successfully accomplish goal, • Understands and executes against business strategy and goals, • Make decisions with limited information but also able to synthesize large quantities of data to drive business decisions, • Ability to meet deadlines and handle multiple tasks/projects, • The ability to work in a fast-paced, dynamic environment with various levels of management, • Ability and willingness to work on-site at our office in Tribeca 3 days a week

Overview At Harrison Green, we create landscapes that enrich daily life, foster connection, and bring enduring beauty to the places people call home. Our work spans city rooftops, townhouses, country estates, hospitality environments, and boutique commercial projects, each approached with the same commitment to thoughtful design, meticulous execution, and long-term stewardship. As our business continues to scale across Design, Installation, and Maintenance, we are seeking an exceptional Staff Accountant & Business Analyst to manage our day-to-day financial operations and elevate our business intelligence. Reporting directly to the Chief Financial Officer, this role combines full-charge bookkeeping using QuickBooks Online with commercial business analysis. You will be responsible for accurate revenue/expense logging, invoicing, job-costing, and month-end reconciliations, while also distilling financial data into actionable insights, business-unit P&Ls, and KPI reports for leadership. Key Responsibilities BOOKEEPING & FINANCIAL OPERATIONS • Manage day-to-day accounting functions in QuickBooks, including Accounts Receivable (invoicing, billing milestones, client follow-ups) and Accounts Payable (vendor bills, subcontractor payments, expense categorizations)., • Perform monthly bank, credit card, and merchant reconciliations; ensure clean ledger organization for seamless handoff to our external CPA/accountant for tax preparation and year-end filings., • Execute job-costing tracking, attributing labor, plant materials, stone, and subcontractor costs to specific project lines across Design, Installation, and Maintenance divisions., • Process payroll, employee expense reimbursement, track employee billable hours, and manage sales tax compliance and state filings., • Identify opportunities to streamline financial systems, automate invoice tracking, and refine project-level accounting practices as the firm grows. BUSINESS ANALYSIS, P&LS AND KPI TRACKING • Prepare, review, and analyze monthly, quarterly, and annual Profit & Loss (P&L) statements for each business unit (Design, Installation, Maintenance)., • Track, analyze, and report on core company and department KPIs on a quarterly basis., • Synthesize financial data into clear, actionable executive summaries and visual dashboards for the leadership team, identifying trends, cost drivers, and margin improvement opportunities., • Support project teams with cash flow forecasting, budget-to-actual variance reporting, and financial modeling for major capital or operational initiatives. Who You Are You are a detail-obsessed financial professional who loves clean books just as much as pulling out meaningful business stories from raw data. You enjoy operational problem-solving, bridge the gap between finance and field operations, and are comfortable communicating financial metrics to creative and operational leaders. What You Bring FINANCIAL & ANALYTICAL EXPERTISE • Advanced proficiency in QuickBooks and ADP WorkforceNow and deep familiarity with chart-of-accounts structure, job costing, and multi-entity or departmental accounting., • Advanced Microsoft Excel / Google Sheets skills (pivot tables, complex formulas, financial modeling, conditional formatting)., • Solid understanding of GAAP principles, general ledger mechanics, and month-end close procedures., • Demonstrated ability to build P&Ls by business segment and translate raw financial records into executive-level performance reports. OPERATIONAL DISCIPLINE & COMMUNICATIONS • Exceptional organizational skills, high attention to detail, and a rigorous approach to data accuracy., • Ability to handle sensitive financial information with total discretion and integrity., • Strong written and verbal communication skills to interface effectively with external accountants, trade vendors, clients, and internal department leads. Preferred Qualifications • 3–6+ years of progressive accounting, bookkeeping, or financial analysis experience, preferably within a luxury design-build, architecture, construction, or professional services firm in NYC or a comparable market., • Experience with project management and job-costing software integrations into QuickBooks., • Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.

Hybrid Role - 3 days a week in NYC (Manhattan) Senior Manager, Strategy & Operations: CPG eCommerce Industry I'm working with one of my favorite clients, a dynamic eCommerce brand, to hire a commercially-minded Strategy & Operations leader to be a thought partner to senior leadership and help shape how the business makes decisions. This is a high-visibility seat for someone who thrives at the intersection of strategy, finance, analytics, and AI-enabled operations - the kind of person who can take a complex business question, structure it, build the analysis, pressure-test the economics, and walk it into the C-suite with a clear recommendation. You'll inherit a strong team that owns the operational mechanics of demand and inventory planning. You don't need a supply chain background. Your job is to think bigger:connect what's happening across the business to the broader strategic and financial narrative, push us toward smarter decisions, and lead the charge on integrating AI into how we plan and operate. This is the perfect role for anyone with these backgrounds: • Strategy & Ops or GTM Strategy leader at a high-growth company, • A management consultant who wants more ownership, • Investment banker or Private Equity person who wants operator experience, • BizOps lead ready for a role with real influence over the P&L What You'll Actually Do • Be the analytical brain trust for the executive team. Turn complex commercial, operational, and financial data into the memo or chart that changes how leadership thinks. Own strategic deep-dives and monthly business reviews presented directly to the C-suite., • Drive the strategic and financial logic behind major business decisions. Build the frameworks, models, and scenarios that inform inventory bets, seasonal strategy, pricing and promotional effectiveness, working capital deployment, margin optimization, and growth investments. You'll be the person leadership trusts to stress-test the economics of a decision before it's made. Partner closely with Merchandising, Commercial, Finance, and Operations to align the business., • Lead the AI agenda for planning and operations. This is a real piece of the job, not lip service. You'll set the vision for how we deploy AI/ML across forecasting, demand sensing, customer behavior modeling, and decision-making — and orchestrate the human-AI workflows that come with it. You don't need to be the engineer, but you need the judgment to know what's worth building, the fluency to evaluate it, and the influence to make it land. Real budget and executive mandate behind this., • Lead and develop a strong team (2–3 direct reports across planning, analytics, and data science). You're not running operational mechanics — you're elevating the team's output into strategic insight and building the next generation of analytical leaders., • Spot what no one else is asking about. Competitive dynamics, market shifts, customer behavior changes, margin leakage, opportunity gaps — bring them forward with a recommendation, not just an observation. Who You Are • High intellectual horsepower. You think clearly under ambiguity, structure problems quickly, and operate comfortably with complexity., • Strategic, commercial, and financially fluent. You see how the numbers connect to the business and the customer. You can build a model, but more importantly, you know which model to build and what question it should answer., • AI-fluent and curious. You've thought hard about how AI changes operating models and have either deployed it, prototyped with it, or have strong informed opinions about where it creates real leverage., • Analytically rigorous. Excel and SQL fluency is table stakes; comfort with Python/R, BI tools (Tableau, Power BI, Looker), and modern data stacks (Snowflake, BigQuery) is a strong plus., • Executive-ready. You can hold the room in a C-suite review and write the memo that gets the decision made., • An experienced people leader. You've managed at least one direct report (ideally more) and know how to raise a team's ceiling. Background We'd Expect • 4–8+ years in Strategy & Operations, GTM Strategy, Investment Banking, Private Equity, BizOps, Corporate Strategy, or Management Consulting. Backgrounds that blend strategy with strong financial/quantitative chops — e.g., consulting → operator, banking/PE → operator, or strategy roles at high-growth companies — are a great fit., • Direct people management experience required — at least 1 direct report, ideally more, • Bachelor's degree required; MBA or quantitative master's a plus, • Experience in DTC, eCommerce, retail, or consumer is helpful but not required — we care more about how you think than what category you've worked in Why This Role • Influence. A direct seat at the table for the decisions that shape the business., • AI mandate. Real budget, executive air cover, and a blank slate to define how AI shows up across planning and operations., • Path. Clear runway to Director and VP, with leadership invested in your growth., • Benefits. full benefits, 401(k) match, $5,000 annual development budget, and product perks. Compensation • $160k-$170k base salary + cash bonus + benefits + 401k match - flexible for the perfect candidate

Our client a global entertainment company is hiring for a Analyst of Global Reporting to join their team in New York City. This is an initial 9-month contract position fully onsite. As their Analyst of Global Reporting you will be collaborating with a wide range of internal stakeholders to support key reporting requirements. Their primary role includes consolidating accounts receivable schedules across multiple business units, and ensuring timely and accurate deliverables for executive leadership. Location: New York City Contract: 9-month contract Pay: 35/hr. on a W2 Responsibilities: • Perform monthly deliverables required for the consolidation, preparation, review, and submission of the Worldwide Bad Debt package; ensures activities adhere to compliance measures., • Analyse and prepare key metrics on Ad Sales, i.e. cash collections., • Consolidate AR schedules from multiple departments; validates data for completeness and performs variance analysis., • Partner in preparing dashboards for various internal teams using multiple tools and technology products., • Partner in preparing quarterly schedules for CFO meetings., • Assist with reconciling domestic subledger, ledger, aging for all revenue streams (Ad Sales, Affiliate, Ancillary, Consumer Products, Content Sales), • Run LVPLAN extracts for Manager to conduct/review reconciliations., • Conduct various reconciliations related to AR subledger (can include unapplied, unbilled, billed accounts), • Run Final Domestic Agings for month-end close process., • Prepare on demand reports and variations to assist with reconciliations., • Execute monthly deliverables to produce financial reports, statements and related analyses including DSO reporting, cash forecasting and bad debt reporting., • Prepare ad-hoc reports that relate to aged balances., • Contribute day-to-day accounting/reporting services for multiple departments including variance analyses and reporting., • Identify and resolve data clarification issues., • Work within a team environment to achieve a common goal., • Participate in risk assessments, compliance, and SOX audits with internal and external auditors., • Submit Audit, SOX & Compliance supporting documentation on all tested controls for Global Reporting, • Contribute to new projects and initiatives., • Participate in roll out of global reporting and compliance processes for multiple OTC teams., • Execute integration tasks in support of cross-functional project needs, • Perform data analysis on large volumes of data in Excel, • Consolidate and reconcile data across multiple systems/platforms to ensure integration accuracy, • Maintain accurate records/documentation of integration activities for audit purposes BASIC QUALIFICATIONS: • 3+ years related experience in analysis work or related preferred., • Bachelors degree in Finance, Accounting, Economics, or related degree preferred., • Strong knowledge of Microsoft Excel (intermediate to advanced)., • PowerPoint experience., • Experience with Oracle Fusion preferred., • Experience with Google Workspace a plus., • Strong communication skills - oral, written, interpersonal., • Proactive and self-motivated with the ability to work independently and as part of a team., • Effectively resolve problems and roadblocks as they occur., • Flexibility with work schedule as needed., • Highly detail-oriented and committed to follow-through, • Able to balance multiple assignments at a time in a fast-paced environment., • Strong organizational and time management skills, with experience meeting tight deadlines., • Strong interpersonal skills with the ability to build and maintain positive relationships across teams, • Ability to act with integrity.

IT Procurement Location: Brooklyn, NY Our Client is seeking an experienced Laptop & Computer Buyer to lead purchasing and assortment strategy for one of our emerging categories. This role is responsible for sourcing, negotiating, and managing relationships with major manufacturers, distributors, and sub-distributors while driving profitable growth across e-comm third party Marketplace, Shopify, and direct to consumer channels. The ideal candidate understands the unique dynamics of the consumer electronics industry and has a proven track record purchasing laptops, desktops, and computer accessories for high-volume online retail. Responsibilities • Develop and execute purchasing strategies for laptops, desktops, and related computer products. • Build and maintain relationships with leading manufacturers, authorized distributors, and sub-distributors. • Negotiate pricing, rebates, marketing programs, payment terms, and inventory allocations. • Identify profitable purchasing opportunities, including closeouts and special buys., • Manage inventory levels to maximize in-stock position while minimizing excess and aging inventory. • Analyze sales trends, marketplace pricing, competitive activity, and profitability to make data-driven purchasing decisions. • Partner with Marketing, Pricing, Marketplace, and Operations teams to optimize product launches and promotional events. • Expand vendor relationships and identify new product opportunities that support company growth initiatives. • Maintain awareness of market trends, product launches, and competitive landscape within the PC industry. Qualifications • 5+ years of purchasing or procurement experience within the computer category., • Demonstrated experience buying laptops, desktops, monitors, docks, or related computing products. • Extensive experience working with major brands, authorized distributors, and subdistributors., • Strong understanding of e-commerce and marketplace retail, including Amazon, Walmart, eBay, Shopify, and other online channels. • Experience managing vendor negotiations, pricing strategy, inventory planning, and promotional programs. • Excellent analytical skills with the ability to make data-driven purchasing decisions., • Strong Excel and reporting skills; experience with ERP systems and inventory management platforms preferred. • Exceptional communication and relationship-building skills. Preferred Experience • Existing relationships with leading PC manufacturers and distribution partners., • Experience purchasing brands such as Dell, HP, Lenovo, ASUS, Acer, LG, Samsung, Microsoft, MSI, Intel, AMD, and Apple. • Familiarity with marketplace pricing tools, channel strategy, and MAP compliance., • Experience sourcing through distribution as well as secondary and closeout channels. What We're Looking For We're looking for someone who thrives in a fast-paced e-commerce environment, understands the economics of online retail, and can identify opportunities that drive profitable growth. The ideal candidate combines strong vendor relationships with analytical decision-making and has a passion for building world-class product assortments across multiple online marketplaces. If you're an experienced technology buyer who knows how to source, negotiate, and grow a profitable computer business, we'd love to hear from you.

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join one of our quickly growing portfolio companies, _ Owl's Brew Overview At Owl's Brew we make great-tasting beverages from only amazing ingredients, and we are passionate about transparency and community. Our line of Boozy Teas, RTDs & Mixers are hand-crafted, from fresh-brewed & organic tea and botanicals. Our Wise Women Collective shines a light on female voices both through profiling other female founders and celebrating our partners, and through our "Boozy Book Club" series. WWC supports initiatives like Women's Voices for the Earth and Keep A Breast. Owl's Brew may be founds at Whole Foods, Trader Joe's, HEB, Ralph's, Hyatt Hotels, and stadiums & arenas throughout the US. Job Title: Director of Finance Reports To: CEO Location: New York, NY (hybrid) — open to candidates based anywhere in the Northeast Position Overview We are seeking a Director of Finance to serve as the company's financial leader and a core member of the executive team. This is a high-visibility, hands-on role for an operator who can build the financial infrastructure of a scaling consumer packaged goods business while acting as a strategic partner to the CEO, the Board, and investors. The Director of Finance owns the full financial function: accounting, planning, reporting, treasury, pricing, and directs the external professional partners that support it, including our outsourced tax firm, legal counsel, fractional Head of HR, and PEO. Success in the role is measured less by the production of reports than by the quality of the decisions those reports enable across Sales, Operations, and Marketing. The ideal candidate brings a genuine passion for beverage, an entrepreneurial mindset, and the judgment to move between long-range strategy and detailed execution. Core Responsibilities • Plan, develop, organize, implement, direct and evaluate the organization's finance and administration function and performance, via dashboards, weekly reports and margin analysis, • Build and scale the financial infrastructure — systems, controls, and reporting cadence — required to support the company's next stage of growth, • Develop, implement, and ensure compliance for cash management, inventory, accounts payable, accounts receivable, credit control, petty cash and taxes, • Provide timely and accurate analyses of budgets, project proposals and business trends, • Establish guidelines for operating and capital budget and forecast preparation; prepare the annual budgets, • Lead position in investor relations including fund-raising; deck preparation; trends/data analysis; building and maintaining a data room (during periods of fund-raising); and quarterly reporting to shareholders, • Own the accounting function — bookkeeping, accounts payable and receivable, account reconciliation, month end close, and year end close, • Lead financial strategy/tracking behind pricing, trade promotions, FOB pricing, SKU and customer optimization with sales and marketing, • Direct SKU, customer, and channel-level profitability analysis, and drive rationalization decisions that improve mix and gross margin, • Manage the development, maintenance and communication of promotional calendars to wholesalers and internal personnel, • Partner with the Operations Team on COGS, landed cost, and supply chain economics, • Provide all administrative support and reporting for Board of Directors meetings, • New vendor and new employee onboarding, • Vendor bill accuracy verification and service issue resolution, • Employee expense reporting and credit card bill review, • Approve vendor and customer invoices, • Insurance and benefits, • AP and AR weekly reporting, • Cash flow weekly analysis What We Are Searching For • Self-starter with a sense of urgency and a roll-up-your-sleeves attitude, • 7+ years of experience running the financial function of an organization, • 5+ years of experience in food & beverage or CPG, with direct beverage alcohol (BevAlc) industry experience required, • Detail-oriented, with strong analytical and problem-solving skills, • Outstanding interpersonal and communication skills, • Advanced knowledge in Excel / advanced financial modeling skills, • Bachelor's degree in Accounting or Finance, • CPA certification preferred, • Ability to present financial data using detailed reports and charts, • Demonstrable strategic thinking skills Compensation & Benefits • Base salary: $140,000–$180,000, commensurate with experience, • Performance bonus tied to achievement of individual performance and company-wide KPIs, • Benefits: unlimited paid time off, medical, dental, and vision insurance coverage, 401(k) plan Why Work at Owl's Brew? • Owl's Brew is the first ever tea "crafted for cocktails". It is fresh brewed in micro-batches and meant to pair with a wide range of spirits for cocktails with a fresh, light flavor profile., • Owl's Brew is an award-winning company, including Forbes 30 Under 30, SIP Award: Gold Medal, BevNet New Beverage Showdown: “Most Innovative and Scaleable”, and New York International Beer Competition Awards: Darjeeling Tea & Hibiscus Flowers - Gold; English Breakfast Tea, Lemon & Lime - Bronze, and even more listed _!, • We always choose real, Owl’s Brew was born out of a love for crafting and brewing organic tea blends. Because of this passion for tea (and its benefits), we developed a deep respect for real ingredients and true flavors - NOT flavors that have been created in a laboratory., • Work for a Woman Founded startup, and a team who support local and national women's initiatives and charities. Working for a woman founded company can provide better-communicated business strategies and missions, more inspiring belief in the provided product or service, and improved workplace autonomy! Owl's Brew is an Equal Opportunity Employer. We support conversation and celebration of diversity and are committed to creating an inclusive environment for all employees.

Ready to do the most impactful work of your career? At Coinbase, we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it's a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called "surges." This is a 12-week internship during summer 2027. You'll join the Treasury Operations team within Finance, which is responsible for the efficient management of Coinbase's liquidity, funding, and banking operations across all global entities. As a Treasury Operations Intern, you'll support day-to-day cash management, payment operations, and banking workflows while gaining exposure to how a leading crypto company moves money at scale. You'll work alongside experienced treasury professionals and partner with Product, Engineering, and Compliance teams to help keep our financial operations running smoothly for millions of customers. What You'll Do: • Support daily treasury operations including bank account funding, balance monitoring, and liquidity reporting across Coinbase entities, • Own reconciliation tasks and help maintain accurate fiat safeguarding controls for client funds, • Partner with banking partners and internal teams to triage and resolve payment rail issues, • Build and improve operational dashboards and reporting tools that increase visibility into cash positions and payment flows, • Execute research projects focused on payment rail optimization, new banking relationships, or process improvement opportunities Required Skills and Experience: • Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related discipline with an expected graduation between December 2026 and June 2027, • Demonstrated interest in payments, banking, corporate treasury, or fintech through coursework, prior internships, or personal projects, • Proficiency in Microsoft Excel or Google Sheets with the ability to build and maintain operational models and trackers, • Clear written and verbal communication skills with the ability to present findings to cross-functional stakeholders, • Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality Pay Transparency Notice: Depending on your work location, the target hourly rate for this position can range as detailed below. Hourly Rate: $40 — $40 USD • Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period., • Equal Opportunity Employer: Coinbase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws., • US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation., • Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]coinbase.com. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial., • Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.

Job Description Be Part Of A High-Performing Team Join the securitized products and capital solutions division of a leading global financial institution with a significant presence in the Americas. The team supports complex credit portfolios and financing transactions through disciplined risk analysis, portfolio surveillance, and data-driven decision-making. This position works closely with credit, risk, analytics, and business stakeholders covering specialized lending and structured credit sectors. The environment is analytical, detail-oriented, and collaborative, with exposure to portfolio-level risk management, counterparty assessment, stress testing, and strategic risk initiatives. What’s In Store For You • Engagement: W2 only; no C2C or 1099., • Work directly with securitized products, credit, and risk-management professionals., • Gain exposure to complex lending, structured-credit, and counterparty-risk portfolios., • Contribute to portfolio modelling, stress testing, and risk-management enhancement initiatives., • Work arrangement: Onsite in New York City., • Opportunity to support highly visible projects involving multiple financial-services teams. How You Will Make An Impact • Provide dedicated credit-risk coverage for lender finance, CLO warehouse, and related structured-credit sectors., • Evaluate corporate, counterparty, and transaction-level credit risks across assigned portfolios., • Perform portfolio analytics, financial modelling, data analysis, scenario analysis, and stress testing., • Monitor portfolio performance, emerging risks, concentration levels, and counterparty exposure., • Support credit reviews, transaction assessments, risk recommendations, and ongoing portfolio surveillance., • Develop clear analytical materials that communicate findings, assumptions, and risk considerations to stakeholders., • Partner with credit, finance, risk, and business teams on cross-functional initiatives., • Help strengthen counterparty-risk management capabilities, reporting, and analytical processes., • Contribute to projects involving global financial institutions and other internal coverage teams., • Maintain accurate documentation and support governance requirements associated with credit decisions. Do You Bring Proven Success in Credit Risk and Portfolio Analytics? • 5–7 years of relevant experience in credit analysis, counterparty risk, portfolio risk, structured finance, corporate lending, or a related financial-services function., • Strong understanding of corporate credit analysis, including financial statements, cash flow, leverage, liquidity, and debt-service capacity., • Experience supporting lender finance, CLO warehouses, structured credit, leveraged lending, specialty finance, or comparable sectors is strongly preferred., • Demonstrated experience with portfolio-level risk analytics, financial modelling, data analysis, or stress testing., • Ability to assess counterparties, transactions, collateral structures, and sector-specific risks., • Strong quantitative and analytical skills, with the ability to interpret complex financial and portfolio data., • Advanced proficiency with Microsoft Excel and financial modelling tools., • Experience preparing credit-review materials, risk assessments, approval documentation, or portfolio-monitoring reports., • Strong written communication skills, including the ability to summarize complex credit issues clearly and concisely., • Ability to manage multiple priorities while maintaining accuracy and sound judgment., • Bachelor’s degree in finance, accounting, economics, mathematics, or a related discipline., • CFA, FRM, MBA, or other relevant advanced credentials are beneficial but not required.

Job Description Job Summary Investment Banking Associate Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Investment Banking Analyst – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Banking Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career investment banking and corporate finance roles. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview Investment Banking Analysts at Initio Capital support strategic financial and advisory initiatives, including mergers and acquisitions (M&A), capital raises, and corporate restructurings. These roles often involve collaboration with senior bankers, finance teams, and cross-functional leadership to deliver data-driven insights, conduct due diligence, and prepare client-facing presentations. Key Responsibilities Evaluate potential M&A transactions, capital raises, and strategic investments Build and maintain financial, valuation, and operating models to support deal execution Conduct due diligence across financial, operational, and market dimensions Prepare pitch books, presentations, and analytical materials for senior management and clients Perform industry research, competitive benchmarking, and market mapping Assist with transaction structuring, negotiations, and post-deal integration planning Collaborate with internal teams and external advisors to ensure seamless execution of transactions Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline Strong understanding of financial statements, valuation methods, and corporate finance concepts Experience in investment banking, corporate finance, consulting, FP&A, or private equity preferred but not required Exceptional analytical, quantitative, and problem-solving skills Clear written and verbal communication abilities, with experience preparing professional presentations Strong interest in financial markets, strategic transactions, and investment opportunities About the Career Launch AI Talent Network The Career Launch AI Talent Network provides job seekers with tools and resources to pursue opportunities similar to this role, including: Skills-based role matching for investment banking and corporate finance careers Assistance with resume customization tailored to financial services roles Guidance on outreach to hiring teams and senior leadership Interview preparation for financial modeling, valuation, and transaction advisory assessments Learn more or express interest in investment banking and corporate finance roles here: https://initiocapital.com/assessment

Job Description Game Seven Agency, an Excel Sports Management Company, is a full service creative and experiential agency that lives for sport, music and culture. From the biggest moments to the smallest details, we pride ourselves on being in the know and building relationships that matter, for brands that matter. Our team is comprised of creatives, strategists, producers, designers, project managers, influencer managers, filmmakers, volunteers, activists, ballplayers, hypebeasts, social media moguls, runners, mixologists, party promoters, hip-hop elitists, show-bingers, hot-take havers, vintage t-shirt collectors, fitness fanatics, pet parents, plant parents, human parents, and general good time havers. Clients include Hennessey, Nike, Jordan, Spotify, Meta, Instagram, TikTok, Amazon, Timberland, Oakley, Footlocker, Chime, Fanatics, Bleacher Report, Uninterrupted, and more. Game Seven Marketing is an Equal Opportunity Employer (EOE). Job Function: The Project Finance Coordinator supports the day-to-day monitoring of project financials and assists in the reconciliation of project budgets across the agency, ensuring that all project-related costs are accurately tracked and accounted for within final reports. They will also assist with the payroll submission process for freelance and part-time project staff. The Project Finance Coordinator should have a strong interest in financial management and accounting, and a desire to contribute to the financial health of the agency. The Project Finance Coordinator will be expected to support a range of tasks; including, but not limited to: • Support the full project financial lifecycle from origination through close, including job setup, SOW/PO tracking, budget reconciliation, and final reporting., • Assist in the implementation of company accounting software processes and procedures, including creation and input of job estimates, assignment of job resources, and overall job profitability tracking., • Monitor project status and budgets on a regular basis, flagging unanticipated costs, overages, or out-of-scope work that may require change orders or client budget conversations., • Review project financial reports for accuracy, covering vendor invoices, credit card reports, staffing payroll, internal expenses, and employee time., • Partner with Accounts and Production teams to understand project scopes, anticipated costs, and client profitability, helping identify overservicing or efficiency risks., • Adhere to deadlines, proactively communicate risks to delivery, and contribute ideas to improve financial processes and agency efficiency., • Participate in recurring finance and operations meetings with account leads to review account health, track invoicing and collections, and align on actions needed to keep projects on budget., • Monitor hours/fee pacing across active accounts; ensure expense management platforms (e.g., Navan) are kept current with correctly tagged, approved expenses flowing into financial reporting., • Track OOP expenses against budgets and confirm client funds are in-house ahead of upcoming vendor payments; support timely credit card reporting and freelancer payroll submissions. Requirements & Skills • BA or BS in economics, finance, accounting, or related fields., • 1–3 years of finance or accounting experience, preferably within an agency environment., • Familiarity with GAAP principles., • Strong quantitative skills and an ability to analyze and synthesize financial data., • Acute attention to detail and thoroughness with all assigned tasks., • Excellent communication and organization skills., • Understanding of confidentiality as it pertains to company finances and personal financial information., • Ability to work efficiently in a fast-paced environment with tight deadlines., • Ability to manage multiple tasks and projects at any given time., • Highly competent with Microsoft Excel, Google Sheets, and all Google Workspace tools. The pay range for this position is $55,000 - $60,000 per year. The position is also eligible for benefits and a discretionary bonus. Please note that compensation information is a good-faith assessment associated with this position only and is provided pursuant to local salary transparency laws. Ultimately, the salary may vary based upon, but not limited to, relevant experience, time in role, business sector, and geographic location, among other criteria. This role is not eligible for sponsorship. Game Seven provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, leaves of absence, compensation, and training.

Job Description Senior Credit Analyst Altbanq | Midtown Manhattan (On-Site) A dynamic and analytical professional who thrives in a detail-oriented, fast-paced environment. The Senior Credit Analyst at Altbanq is a key player in our credit and risk assessment team, supporting the Chief Risk Officer and working closely with underwriters to ensure the quality and profitability of our loan portfolio. This role is ideal for someone who excels at financial analysis, credit evaluation, and decision-making while contributing to the development of innovative lending products. Location: Midtown, New York City. Work Schedule: Fully on-site, Monday–Friday, 9:30 AM – 6:00 PM Company Website: https://altbanq.com Why This Role Matters Senior Credit Analysts play a vital role in ensuring our credit decisions are both sound and strategic. By assessing credit reports, analyzing financial statements, and evaluating overall risk, they help determine loan eligibility, pricing, and terms that balance profitability with an excellent client experience. Beyond day-to-day analysis, Senior Credit Analysts contribute to the evolution of our credit models and the development of new lending products. In turn, this helps us grow responsibly, strengthen our portfolio, and stay competitive in the market. What You’ll Do • Evaluate borrower credit profiles by reviewing credit reports, conducting background checks, and analyzing public records such as liens, judgments, bankruptcies, and UCC filings., • Analyze financial documentation including bank statements, profit and loss statements, balance sheets, accounts receivable, and tax returns to assess cash flow strength and credit risk., • Assess creditworthiness and recommend loan eligibility and funding amounts based on detailed cash flow and risk analysis., • Price loans and structure repayment terms (weekly, biweekly, or monthly) using Altbanq’s proprietary pricing framework., • Partner closely with the Chief Risk Officer and the credit team to review complex transactions and ensure compliance with Altbanq’s risk standards., • Prepare clear, well-documented credit memos that summarize analysis, risks, and recommendations for internal decision-making., • Engage directly with business owners and internal leadership to clarify financials, assess risk, and support informed lending decisions., • Monitor market trends and industry performance to identify emerging risks and lending opportunities., • Contribute to the development and refinement of credit policies and new lending products to support Altbanq’s growth.What We’re Looking For, • Bachelor’s degree in finance, accounting, economics, business administration, or a related field., • 2+ years of experience in credit analysis, underwriting, or a similar role, preferably in business financing or short-term loans., • A team player who communicates effectively with internal teams and leadership., • Eager to take on responsibilities, mentor junior staff, and contribute to Altbanq’s strategic goals., • Proficiency in financial analysis and modeling., • Advanced Excel skills and experience with Salesforce (highly preferred)., • Familiarity with credit reports, cash flow analysis, and risk assessment tools., • Strong analytical and decision-making skills., • Exceptional attention to detail and accuracy., • Ability to work independently and manage multiple priorities in a fast-paced environment.Compensation and Benefits Salary Range: $100,000 - $150,000, depending on experience. Benefits: • Medical, Dental, and Vision Insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Health Savings Account (HSA), • Flexible Spending Accounts (FSA), • End-of-year discretionary performance bonusGrowth Opportunities, • Opportunity to assume leadership responsibilities by overseeing underwriters as delegated by the Chief Risk Officer., • Contribute to the development of new lending products and the credit policies that support them., • Play a significant role in expanding Altbanq’s product offerings and market reach. Powered by JazzHR LCzlVIiKIV

Job Description Job Summary Trading Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Trading Analyst – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Trading Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career trading roles. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview Trading Analysts support the execution and optimization of trading strategies across various asset classes including equities, fixed income, and derivatives. These roles often involve collaboration with senior traders, portfolio managers, and research teams. As a Trading Analyst at Initio Capital, you will analyze market trends, assist with trade execution, manage real-time data, and provide insight into market conditions that support trading decisions. Key Responsibilities Market Analysis: Conduct in-depth analysis of global financial markets, including monitoring macroeconomic indicators, financial news, and asset movements to identify trading opportunities. Trade Execution: Assist in executing trades efficiently across multiple asset classes while ensuring compliance with firm guidelines and strategies. Data Modeling: Build financial models and use quantitative analysis to support trade recommendations and improve trade execution strategies. Risk Management Support: Monitor trade positions and market risk, supporting the development of risk management strategies to minimize exposure. Real-time Decision Making: Provide on-the-ground support for real-time trading decisions, responding to market changes and news events to adapt strategies as needed. Performance Tracking: Track and report the performance of trading strategies, assessing profitability and identifying areas for improvement in execution. Collaboration: Work closely with senior traders, portfolio managers, and the research team to share insights and ensure alignment on trade execution and overall strategy. Market Reports: Prepare daily, weekly, and monthly reports summarizing market conditions, trade activities, and portfolio performance for senior management. Technology Tools: Leverage trading platforms and analytical tools to execute trades, analyze market data, and optimize trading strategies. Continuous Learning: Stay updated on trading strategies, financial markets, and new technologies to help improve trading decision-making and execution. Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Engineering, or a related discipline Strong understanding of financial markets, asset classes, and trading strategies (including equities, fixed income, and derivatives) Familiarity with quantitative analysis, statistical models, and trading algorithms Proficiency in Excel, SQL, or other financial modeling and data analysis tools Familiarity with trading platforms (Bloomberg Terminal, Reuters Eikon, or others) and financial data sources Ability to work in high-pressure environments, make quick decisions, and handle time-sensitive tasks with accuracy Strong analytical skills with the ability to assess market trends, risks, and opportunities Excellent communication skills, both written and verbal, for clear trade recommendations and market analysis High attention to detail and ability to work collaboratively in a team-oriented environment Interest in financial markets with a strong desire to learn and grow in a trading environment Familiarity with risk management techniques and ability to spot potential market risks and mitigate them About the Career Launch AI Talent Network The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Trading Analyst opportunities, including: Skills-based role matching Assistance with resume customization General guidance on outreach to hiring teams Interview preparation for trading, quantitative analysis, and financial modeling assessments To learn more or express interest in trading and financial markets roles, visit: https://initiocapital.com/assessment

Job Description Blue Nile is evolving its pioneering legacy into an elevated, omnichannel luxury experience. By combining innovative digital experiences with an expanding network of premium showrooms, we're transforming how customers discover, purchase and experience fine jewelry. As we continue investing in technology, merchandising, and customer experience, we're looking for leaders who are energized by solving complex business problems, influencing enterprise strategy, and driving measurable commercial impact. The Analyst of Strategic Finance (FP&A) will support the Director of Strategic Finance (FP&A) in driving Blue Nile’s strategic and financial vision. This role serves as a key business partner to the Operations and Merchandising teams, working cross-functionally to provide valuable insights that enhance strategic decision-making. Collaborating closely with Operations leadership, including the COO, this individual will help optimize margin drivers, improve cost structures, and advance business performance. Additionally, the role will support scenario modeling for promotions and product launches while driving automation initiatives to enhance reporting, production, and operational efficiency. Responsibilities: • Analyze financial performance against plans and forecasts, identifying gaps and providing actionable insights., • Develop and enhance financial models, processes, and reporting to support evolving planning requirements., • Oversee key aspects of various functional budgets, including Operations, Merchandising, and Technology tracking actual costs versus forecasts and proactively flagging deviations, presenting findings to key stakeholders., • Assess both quantitative and qualitative performance metrics for key leadership teams, delivering streamlined reports with actionable commentary., • Drive topline growth initiatives to help drive commercial capabilities, alongside cost efficiency initiatives by identifying opportunities for savings and monitoring the impact of cost optimization efforts., • Prepare and deliver presentations to key stakeholders, including the Blue Nile Leadership Team, providing in-depth performance analysis., • Support data transformation initiatives, including data management, reporting improvements, and detailed report generation for analysis., • Support ad hoc projects as needed. Requirements • Bachelor’s degree in Accounting, Economics, Finance, Business, or any Technical Field, • 1-3 years of experience in advisory/consulting, or investment banking, FP&A, strategy, or a technical field (i.e engineering, analytics, etc) with a strong analytical and data-driven approach., • Proficiency in analysis, systems and data tools for organizing and deploying financial insights., • Strong financial and business acumen with the ability to interpret complex data and provide meaningful recommendations., • Experience working with large datasets, ensuring accuracy and insightful analysis., • Advanced proficiency in MS Excel, with strong skills in MS Word and PowerPoint., • Excellent written and verbal communication skills, with the ability to engage effectively at all levels of the organization. Preferred Qualifications: • Experience with SAP, PowerBI, or Tableau, • Knowledge of SQL/Python is a plus, • Background in Retail/CPG Industry, • Experience supporting finance functions Benefits At Blue Nile, many of our roles offer a high-quality, comprehensive benefits package including healthcare, paid time off, retirement planning and opportunities for career advancement. Some offerings are dependent upon the role, employment type, work schedule or location: • Paid Time Off, • Competitive Employee Discount, • Medical, Dental, Vision and Prescription Insurance, • 401(k) Retirement Plan with Company Match, • Flexible Spending Account, • Tuition Reimbursement, • Parental Leave, • Life Insurance Annual base pay: $70,000 - $90,000. Final pay rate shall be determined and is based on experience and qualifications. At this time, Blue Nile will not sponsor a new applicant for employment authorization for this position. Additional Information: Blue Nile is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status or any other basis prohibited under applicable federal, state or local law. Blue Nile will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. #LI-WK1

Job DescriptionSponsor Coverage Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Sponsor Coverage Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on private equity sponsor coverage, transaction sourcing, and client relationship support. More information is available at careerlaunch.ai. Representative Role Overview A middle-market investment bank or advisory platform may seek a Sponsor Coverage Analyst to support deal origination, private equity relationship management, and transaction execution. This role is ideal for candidates who want exposure to private equity sponsors, leveraged finance, and M&A transactions, while developing deep sector knowledge and client-facing skills. Key Responsibilities Support senior bankers in managing relationships with private equity sponsors and alternative investors Track sponsor investment activity, portfolio companies, and deal pipelines Conduct market and industry research to identify potential investment opportunities and trends Assist in preparing pitch books, sponsor teasers, and client presentations for fundraising or M&A mandates Build and maintain financial models and transaction analysis, including leveraged buyouts and accretion/dilution scenarios Collaborate with deal teams on due diligence, data room preparation, and transaction execution Maintain organized deal flow tracking and CRM reporting for sponsor coverage Support strategic outreach and thought leadership materials to strengthen sponsor relationships Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline Strong interest in private equity, leveraged finance, and investment banking relationship management Solid financial modeling, valuation, and analytical skills Excellent communication skills for client-facing and internal deliverables Ability to prioritize multiple workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship or experience in investment banking, private equity, consulting, or corporate finance is beneficial Proficiency in Excel, PowerPoint, CRM tools, and financial research platforms Why This Posting Matters This Sponsor Coverage Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to private equity sponsors, bankers, and deal teams AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter and sponsor outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Industrials & Services Analyst – Investment Banking Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Industrials & Services Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on industrials and services sector companies, accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market or bulge-bracket investment bank may seek an Industrials & Services Analyst to support financial modeling, deal execution, and client deliverables for companies in the industrials, manufacturing, logistics, business services, and related sectors. These roles are ideal for candidates seeking rigorous analytical work, exposure to M&A, capital markets, and strategic advisory in industrials and services. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for industrial and services clients Conduct industry research, benchmarking, and valuation analyses across manufacturing, logistics, business services, and other industrial sub-sectors Support live M&A, capital markets, and restructuring engagements Prepare pitch books, investment memoranda, and client presentations tailored to industrial and services clients Assist with due diligence, data room organization, and transaction execution Collaborate with senior bankers and sector specialists on client strategy and deal workflows Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related discipline Strong skills in financial modeling and valuation techniques Knowledge of industrials, manufacturing, logistics, or services business models is a plus Excellent analytical, quantitative, and communication abilities Ability to handle multiple workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, consulting, private equity, or corporate finance is beneficial Proficiency in Excel, PowerPoint, and financial research tools Why This Posting Matters This Industrials & Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking & Industrials/Services Transactions Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionBuyout Origination Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Buyout Origination Analyst description represents the type of early-career buy-side origination and sourcing roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically driven Buyout Origination Analysts to support proprietary deal sourcing and pipeline development for control-oriented investments. Individuals in roles like this focus on identifying, qualifying, and advancing potential buyout opportunities before formal diligence begins. The environment is typically fast-paced and relationship-driven, offering early exposure to how buyout firms build and sustain deal flow. Day-to-Day ResponsibilitiesBuyout Origination & Deal Sourcing Identify potential buyout targets through proprietary sourcing, market mapping, and outbound outreach Research founder-owned, family-owned, and sponsor-backed businesses aligned with firm investment criteria Track and manage deal pipelines, CRM systems, and sourcing analytics Support relationship-building with business owners, intermediaries, bankers, and advisors Initial Deal Assessment & Screening Conduct high-level financial and qualitative analysis of sourced opportunities Review business models, ownership dynamics, growth drivers, and risk factors Perform preliminary valuation and return analysis to assess buyout viability Determine which opportunities should advance to deeper evaluation Market & Industry Research Perform sector mapping and industry research to support thematic sourcing initiatives Monitor transaction activity, valuation trends, and competitive dynamics Contribute to the development of investment theses for targeted buyout strategies Investment Team Support Prepare screening summaries, sourcing briefs, and internal materials Clearly communicate insights, risks, and recommendations to senior investment professionals Coordinate handoffs from origination to execution and diligence teams What Makes This Work Engaging Direct involvement in generating proprietary buyout opportunities Exposure to founders, CEOs, and business owners Development of commercial judgment and relationship-building skills Clear visibility into how buyout firms originate, evaluate, and execute deals Ideal Candidate Profile This profile reflects the competencies commonly sought for buyout origination-focused roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills Solid understanding of buyout structures, valuation, and private equity return drivers Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, business development, consulting, or transaction advisory is beneficial Demonstrated interest in deal sourcing, relationship-driven investing, or private equity buyouts Soft Skills & Mindset Strong communication and interpersonal skills Commercial curiosity and comfort with outbound outreach Organized, process-oriented approach to pipeline management Ability to work in fast-paced, target-driven environments Coachability, persistence, and willingness to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted searches across private equity, buyouts, investment banking, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to partners, principals, and origination professionals Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage sourcing-focused applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Preparation for buyout sourcing cases, screening exercises, and investment judgment interviews Behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionJunior Venture Capital Analyst Career Launch AI Talent Network Locations: San Francisco | Las Vegas | Chicago | New York Compensation: Typically $90,000 – $130,000 total compensation (varies by employer) Job Type: Full-Time About This Posting This listing represents a sample Junior Venture Capital Analyst role commonly found within the Career Launch AI Talent Network. It is designed to help candidates understand the responsibilities and expectations associated with early-career venture capital positions. This posting is informational only and does not represent a direct job opening. Actual opportunities may differ by firm, fund strategy, or location. Career Launch AI provides optional career development resources and training; participation does not guarantee employment or influence hiring decisions by any employer. Role Overview The Junior Venture Capital Analyst supports investment professionals across deal sourcing, early-stage diligence, and portfolio monitoring, while developing core venture investing skills. This role sits just below or alongside full Analyst positions and is ideal for candidates with some prior exposure to finance, startups, or investing who are looking to deepen their experience in venture capital. Junior Analysts work closely with associates, partners, and founders and gain increasing responsibility over time. Key Responsibilities Identify and research early-stage startups aligned with the fund’s investment themes Support outbound and inbound deal sourcing efforts and maintain pipeline tracking Conduct preliminary evaluations of founders, products, markets, and traction Assist with due diligence, including competitive analysis and business model assessment Build and update basic financial models and capitalization tables Help draft investment summaries, memos, and internal briefing materials Track portfolio company performance metrics and support reporting initiatives Monitor market trends, emerging technologies, and startup ecosystems Participate in demo days, pitch events, and venture networking activities Assist with LP communications, fundraising materials, and internal data organization Ideal Candidate Profile Bachelor’s degree in finance, economics, business, engineering, computer science, or a related analytical field Demonstrated interest in startups, venture capital, or early-stage investing 0–2 years of experience in investment banking, consulting, startups, venture capital, private equity, or strategy roles preferred Strong analytical skills with comfort in Excel, research, and presentations Clear written and verbal communication skills Highly curious, proactive, and eager to learn Comfortable working in fast-paced, ambiguous environments and engaging with founders How Career Launch AI Supports Candidates Career Launch AI offers optional professional development resources to support candidates pursuing junior venture roles, including: Tools to help navigate venture capital recruiting and job searches Resume and interview guidance tailored to early-career investment roles Practice materials for deal sourcing, market mapping, and investment thesis development Educational content covering VC fundamentals, startup metrics, and deal processes These resources are provided for professional development purposes only and do not guarantee job placement. Learn More Career Launch Assessment Link: https://careerlaunch.ai/assessment

Job DescriptionCorporate Finance Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Corporate Finance / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Corporate Finance Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive opportunities across corporate finance, consulting, and technology that may not appear on public job boards. This description reflects a typical early-career corporate finance role accessible through our talent network. More information is available at careerlaunch.ai. Representative Role Overview A leading corporation, financial institution, or high-growth company may seek a Corporate Finance Analyst to support financial planning, strategic analysis, forecasting, and decision-making initiatives. These roles are well-suited for candidates interested in business performance analysis, strategic finance, and long-term value creation. Key Responsibilities Build and maintain financial models to support budgeting, forecasting, and long-range planning Analyze financial performance, variances, and key business drivers Support FP&A, strategic planning, and capital allocation initiatives Assist with internal M&A, corporate development, and investment analyses Prepare management reports, board materials, and executive presentations Conduct market, industry, and competitive research Collaborate with cross-functional teams including operations, strategy, and accounting Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong skills in financial modeling, forecasting, and analytical techniques Solid understanding of financial statements and corporate performance metrics Excellent analytical, quantitative, and communication skills Ability to manage multiple priorities in a fast-paced, deadline-driven environment High attention to detail and strong organizational skills Prior internship or full-time experience in corporate finance, FP&A, consulting, investment banking, audit, or strategy is a plus Proficiency in Excel, PowerPoint, and financial planning or reporting tools Why This Posting Matters This Corporate Finance Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application optimization Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Corporate Finance Investment Banking Private Equity & Venture Capital Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the Corporate Finance Analyst positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionJunior Credit Analyst Altbanq | Midtown Manhattan (On-Site) The Junior Credit Analyst at Altbanq is a key member of our credit team. You’ll work closely with experienced underwriters and the Chief Risk Officer, gaining exposure to real credit decisions while helping support the quality and performance of Altbanq’s loan portfolio. This role is designed for candidates early in their careers who are eager to build hands-on experience in credit analysis, financial review, and risk assessment within a fast-growing fintech lending platform. Location: Midtown, New York City Work Schedule: Fully on-site, Monday–Friday, 9:30 AM – 6:00 PM Company Website: https://altbanq.com Why This Role Matters Junior Credit Analysts help ensure that every loan we originate meets Altbanq’s credit and risk standards. In this role, you’ll contribute to important credit decisions while learning how financial data, borrower behavior, and risk policy come together in real-world lending. This is a strong opportunity for someone looking to start a career in credit, underwriting, or risk management. What You’ll Do • Review borrower credit reports and assist with background checks and public record searches, including liens, judgments, bankruptcies, and UCC filings., • Assist in analyzing financial documents such as bank statements, profit & loss statements, balance sheets, and tax returns to help assess cash flow and credit risk., • Support senior analysts on credit reviews and complex cases., • Learn and apply Altbanq’s credit policies, procedures, and risk guidelines., • Prepare credit summaries and memos for internal review and approval.What We’re Looking For, • Bachelor’s degree in finance, accounting, economics, business administration, or a related field, • Proficiency in Microsoft Excel (formulas, filters, basic functions), • Strong interest in credit analysis, lending, financial risk and transaction due diligence, • High attention to detail and willingness to learn, • Clear written and verbal communication skills, • Ability to stay organized and meet deadlines in a fast-paced environmentCompensation and Benefits Salary Range: $65,000 - $85,000, depending on experience. Benefits Include: • Medical, Dental, and Vision Insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Flexible Spending Accounts (FSA), • End-of-year discretionary performance bonusJoin Us Join Altbanq and start your career by learning from experienced credit professionals while helping small businesses access capital responsibly. Powered by JazzHR KRPnb8EBh2

Job Description Sr. Planning Analyst Location: New York, NY (Hybrid) Department: Global Demand Planning Reports To: Executive Director, Demand Planning About the Role tarte is seeking a highly analytical and detail-oriented Sr. Planning Analyst to support forecasting and demand planning across our channels. This role is responsible for managing SKU-level forecasts, driving performance analysis, and collaborating cross-functionally to optimize inventory and support strategic initiatives such as new product launches, promotions, and channel growth. You'll play a critical role in shaping how we plan, execute, and scale our business. The ideal candidate thrives in a fast-paced environment, is detail oriented and confident working with and summarizing large datasets, and an understanding of retail and digital commerce dynamics. What You'll Do Forecast Ownership & Planning · Support SKU-level demand planning for our businesses across core, promotional, and newness assortments with direction from the Demand Planning and Merchandising teams · Monitor sales trends, seasonal shifts, and launch performance to improve forecast accuracy and agility · Work closely with the cross functional teams to analyze retailer and product performance trends and variances to forecast Analytics, Reporting & Insights · Analyze retail, supply chain, and marketing data to identify demand drivers, risks, and gaps. · Build and maintain dashboards and custom reports to track key performance indicators (KPIs), forecast accuracy, and product performance. · Conduct post-launch and promotional event analyses to inform future planning strategies. Inventory Alignment & Risk Mitigation · Collaborate with operations and supply chain teams to close inventory gaps, reduce overstock risk, and ensure readiness for launches. · Partner with Allocations to review purchase orders (POs), weeks of supply (WOS), and communicate risk based on sell thru projections. · Review and approve inventory for allocations and gratis transfers related to newness, campaigns, and retail events. Cross-Functional Collaboration · Lead forecast-related discussions and influence decision-making across internal teams. · Align assumptions for product demand, marketing cadence, and market-level inventory strategy. System Ownership & Continuous Improvement · Act as a subject matter expert (SME) for the Vanguard Demand Planning Tool. · Identify opportunities to enhance planning processes, improve data flow, and automate reporting tasks. · Contribute to process documentation and best practice development to scale global digital planning capabilities. What We're Looking For · Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. · 2-4 years of experience in demand planning, supply chain, or digital analytics within a high-growth consumer brand or eCommerce environment. · Advanced proficiency in Excel; experience with demand planning tools (Vanguard a plus) and BI platforms (e.g., Tableau, Power BI). · Strong analytical and problem-solving skills; ability to synthesize insights from large datasets. · Excellent communication skills and ability to collaborate across departments and levels. · Highly organized, self-motivated, and comfortable managing competing priorities in a dynamic environment. · Must have experience leveraging AI-powered tools (Claude, chatgpt, perplexity, replit, sora, etc) and innovation. Vibe coding experience is a plus. Our Perks • Salary range: $66,500-75,000 (Compensation will depend on a variety of factors, including but not limited to skill level, relevant work experience & education), • Medical, dental, vision, 401K plan & access to health & wellness programs, • Paid vacation, holidays, summer Fridays, birthdays off, volunteer time & more, • Makeup gratis, employee discount on tarte.com, team give back initiatives, • Friendly, fun, creative & collaborative work environment Tarte is an equal opportunity employer.

Job Description Financial Institutions Group (FIG) Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Financial Institutions Group (FIG) Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on the financial services sector, accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market or bulge-bracket investment bank may seek a FIG Analyst to support transactions, financial modeling, research, and client deliverables for financial institutions. These roles are ideal for candidates looking to combine rigorous analytical work with exposure to M&A, capital markets, and strategic advisory for banks, insurance companies, asset managers, fintechs, and specialty finance firms. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for financial institutions Conduct industry research, benchmarking, and valuation analyses for banks, insurance companies, asset managers, fintechs, and specialty finance firms Support live M&A, capital markets, and restructuring engagements within the financial services sector Prepare pitch books, client presentations, and investment memoranda focused on financial institutions deals Assist with due diligence, data room management, and transaction execution Collaborate with senior bankers and sector specialists on FIG client strategy and deal execution Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong analytical skills with proficiency in financial modeling and valuation techniques Knowledge of banking, insurance, asset management, or fintech business models and regulatory environments is a plus Excellent quantitative, research, and communication abilities Ability to manage multiple workstreams in a fast-paced, transaction-driven environment High attention to detail and strong organizational skills Prior internship or full-time experience in finance, investment banking, consulting, or financial institutions is beneficial Proficiency in Excel, PowerPoint, and financial research platforms Why This Posting Matters This FIG Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking & Financial Institutions Transactions Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description The Junior Financial Operations Analyst supports product costing, cost control, and operational decision-making for Garan’s apparel business. This is a hands-on, cross-functional role that follows product costs from early development through production and final cost approval. The analyst works closely with sales/account management, design, planning, sourcing, production, technical design, manufacturing partners, and corporate accounting. The role is well suited to someone who enjoys detailed analysis, takes ownership of follow-ups, and can manage several overlapping seasonal calendars. While Excel remains central to the day-to-day work, the team is also beginning to modernize costing processes and explore new systems, automation, and responsible uses of AI. Key ResponsibilitiesProduct Costing & Seasonal Execution • Build, review, compile, and reconcile detailed product cost sheets for apparel programs, including multiple styles, colors, sizes, packs, factories, and customer requirements., • Collect and validate cost inputs such as fabric and trim prices, consumption estimates, labor/CM, duty, freight, packaging, testing, and other product-specific expenses., • Support costing for multiple overlapping seasons and product lines, from preliminary estimates through negotiated costs, production execution, and final cost-accounting standard approval., • Compare proposed costs with historical results, budgets, targets, and prior assumptions; clearly document the reason for changes and recommend next steps., • Participate in sourcing meetings and price negotiations, including follow-up with factories and sourcing teams to resolve open cost questions and meet deadlines.Financial Analysis, Reporting & Controls, • Maintain accurate financial matrices and reference data, including raw-material pricing, purchasing records, cost assumptions, factory quotes, and related expenses., • Prepare recurring and ad hoc reporting, including sales and shipping forecasts, inventory analysis, production allocation, margin and cost-change analysis, and management summaries., • Review invoices, expenses, and supporting documentation for accuracy; investigate discrepancies and coordinate corrections with the appropriate teams., • Assist senior management with pricing, margin, sourcing, and other strategic business decisions by translating detailed data into clear, practical recommendations., • Support travel and expense audit and approval and other divisional-control activities as assigned.Cross-Functional Operations & Follow-Through, • Coordinate with design, planning, sourcing, production, technical design, account management, manufacturing partners, and corporate accounting to keep costing and production milestones on track., • Proactively chase missing information, identify deadline risks, escalate issues early, and communicate status and assumptions clearly to stakeholders., • Help resolve pricing, production, and vendor discrepancies while balancing customer expectations, factory capabilities, timing, and financial objectives., • Take ownership of assigned product lines and maintain organized records across multiple simultaneous priorities in a fast-paced environment.Systems, Data & Process Improvement, • Use advanced Excel tools to organize, reconcile, analyze, and explain large costing datasets; improve templates and controls where practical., • Help identify repetitive or manual steps that can be standardized, automated, or moved into improved costing, PLM, ERP, reporting, or workflow systems., • Participate in the evaluation and adoption of new systems and responsible AI-enabled tools for costing, data validation, forecasting, document review, and workflow efficiency., • Partner with business and technology stakeholders to translate costing requirements into clear process, data, and system needs while maintaining accuracy, confidentiality, and appropriate human review.Qualifications, • Bachelor’s degree in finance, accounting, supply chain management, business analytics, economics, operations, information systems, data science, financial technology, or a related field., • Entry level to three years of relevant experience in finance, accounting, costing, operations, supply chain, sourcing, manufacturing, or data analysis., • Highly proficient in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, SUMIF/SUMIFS, logical formulas, data validation, filtering, and reconciliation; able to explain assumptions and audit results., • Strong analytical, conceptual, and problem-solving skills with excellent attention to detail and a commitment to data accuracy., • Strong organization, prioritization, and follow-through; able to manage overlapping deadlines, shifting priorities, and high volumes of detailed work., • Clear verbal and written communication skills, including professional interaction with executive leadership, cross-functional partners, and overseas manufacturing/sourcing teams., • Proactive and resourceful working style: comfortable asking questions, pursuing missing inputs, escalating risks, and operating both independently and as part of a team., • Ability to protect confidential and proprietary information and use sound judgment when working with financial data and AI-enabled tools.Preferred Qualifications, • Academic background combining business and technology—for example, a major/minor pairing in finance, accounting, supply chain, business analytics, information systems, data science, computer science, or financial technology., • Experience with AI tools, automation, SQL, Python, Power Query, Power BI, Tableau, or similar data and workflow technologies., • Experience using AI responsibly for business analysis, data quality checks, research, documentation, or process improvement, with an understanding that outputs require validation and human oversight., • Knowledge of apparel costing, garment manufacturing, high-volume consumer products, retail programs, or global sourcing is a large plus., • Experience with Simparel, PLM, ERP, costing, purchasing, or product-development systems is considered a plus, but not required.What Success Looks Like, • Cost sheets and supporting records are accurate, complete, traceable, and delivered on time., • Cost changes, assumptions, and risks are identified early and communicated clearly., • Cross-functional partners receive proactive follow-up and dependable support across overlapping seasonal timelines., • The analyst develops a strong understanding of the business before helping improve or automate its processes., • New tools and systems are adopted thoughtfully to improve efficiency without compromising accuracy, controls, or confidentiality.Compensation The salary range for this position is $70,000–$80,000 annually. Final compensation will depend on relevant experience, education, technical capabilities, and other job-related factors.

Job DescriptionCapital Deployment Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Capital Deployment Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private capital, alternative investments, and portfolio management support. Actual openings may vary based on employer type (e.g., private equity, venture capital, hedge funds, asset managers) and focus areas (fund-level, portfolio-level, or co-investment execution). For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Capital Deployment Analysts support investment teams by analyzing prospective investments, monitoring portfolio allocations, and assisting with capital deployment decisions. The role blends financial modeling, due diligence, and operational support to help execute investment strategies effectively. These roles often involve close collaboration with investment professionals, portfolio managers, finance and operations teams, and external partners. Key Responsibilities Conduct financial and operational due diligence on potential investments Assist in building and maintaining financial models, valuations, and scenario analyses Support capital deployment decisions by analyzing portfolio fit, risk, and return metrics Prepare investment memos, presentation materials, and reports for senior management Track portfolio company performance and capital allocation metrics Coordinate with internal teams and external advisors during investment execution Monitor capital calls, investment commitments, and deployment timelines Identify opportunities to optimize capital allocation and portfolio diversification Support ad-hoc analysis and reporting for investment and strategy teams Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field Strong analytical and quantitative skills, with attention to detail Experience with financial modeling, valuations, or investment analysis Proficiency in Excel; familiarity with PowerPoint, SQL, or financial databases is a plus Ability to manage multiple priorities and meet deadlines in a fast-paced environment Clear written and verbal communication skills Interest in private capital, alternative investments, and portfolio management Team-oriented, proactive, and process-focused mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment teams and hiring managers Interview preparation for private capital, alternative investment, and quantitative roles To learn more or express interest in capital deployment roles, visit: https://www.careerlaunch.ai/

Job DescriptionEntry-Level Investment Banking Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Entry-Level / Analyst Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Entry-Level Investment Banking Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive opportunities across investment banking, consulting, and finance that may not be publicly listed. This description reflects a typical entry-level investment banking analyst role accessible through our talent network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market, boutique, or bulge-bracket investment bank may seek an Entry-Level Investment Banking Analyst to support transaction execution, financial analysis, and client deliverables. These roles are designed for recent graduates or early-career professionals seeking intensive training, hands-on deal exposure, and accelerated professional development. Key Responsibilities Build and update financial models, including 3-statement, DCF, and accretion/dilution analyses Conduct company and industry research, benchmarking, and valuation analyses Support live M&A, equity, debt, and restructuring transactions Prepare pitch books, investment memoranda, and client presentations Assist with due diligence, data room management, and transaction execution tasks Coordinate with senior bankers and deal teams across multiple workstreams Support internal reporting and business development initiatives Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong interest in investment banking and corporate finance Foundational skills in financial modeling, valuation, and financial statement analysis Excellent analytical, quantitative, and communication skills Ability to work long hours and manage multiple priorities in a fast-paced environment High attention to detail and strong organizational skills Prior internship experience in investment banking, finance, consulting, audit, or FP&A is preferred but not required Proficiency in Excel and PowerPoint; familiarity with financial research tools is a plus Why This Posting Matters This Entry-Level Investment Banking Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application optimization Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform built to help early-career candidates secure competitive roles faster and more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Entry-level–optimized resume positioning Interview preparation and ongoing support This posting is an example of the Entry-Level Investment Banking Analyst positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description POSITION DESCRIPTION Position Title: Associate, M&A Reports To: Director, M&A Direct Reports: No Functional Unit: M&A / Business Development FLSA Status: Exempt Position Type: Full-Time Office Location: New York City or Denver, CO THE COMPANY Onward Energy is an independent power platform that owns and operates over 7 GW of utility-scale wind, solar and natural gas generation projects across the U.S. Our Vision is to reliably power a sustainable future. Our Mission is that as North America’s premier independent power generator, we will deliver renewable and reliable power to our customers, opportunities to our employees, sustainable returns to the families who invest in us, and a better world to the next generation. Corporate Offices in Denver, New York and Charlotte, we are where renewable meets reliable. See www.onwardenergy.com for more information. THE CHALLENGE Onward Energy is seeking an experienced Associate to support the growth of our platform through acquisitions, financings, and development of utility scale renewables, gas, and battery storage projects. You will be responsible for developing and maintaining financial models, preparing investment memos, coordinating due diligence amongst a cross functional team, and performing analytical analysis in support of new initiatives. Associates are given meaningful responsibility, direct exposure to senior leaders and transaction decision-making, and opportunities to broaden their commercial, financial, and strategic skill sets through hands-on experience. THE RESPONSIBILITIES • Own the preparation and use of Excel based financial models for our utility scale power M&A and development activities., • Analyze investment opportunities from a quantitative and qualitative perspective including valuation modeling (DCF), financial statement analysis, market/industry research, and competitive analysis., • Develop internal memos and presentations including deal investment memos for the Company's owners, focusing on investment returns and valuation metrics., • Present financial results and investment recommendations to senior management and our owners., • Assist with raising debt and tax equity for acquisition targets, including creating lender models, structuring third party capital, ratings agency presentations, and coordinating due diligence., • Coordinate and assist with the due diligence process from screening through closing, collaborating across functional teams, management, external advisors, and transaction counterparties to drive timely information flow, evaluate findings, and ensure all material diligence insights are accurately reflected in financial models, valuation analyses, and investment recommendations., • Support review of transaction documentation and commercial agreements and identify financial, operational, and valuation implications., • Provide analytical and modeling capabilities to companywide initiatives including sales, re-contracting, redevelopment and other portfolio projects., • Support the M&A team’s sourcing efforts, maintaining our M&A opportunity pipeline. THE PROFILE TO SUCCEED • Bachelor’s Degree in Finance, Business Economics, or other rigorous quantitative disciplines (Experience may substitute for degree)., • Two (2)+ years of experience in investment banking, project finance, development, or asset management in power and utilities with a focus on financial analysis., • Excellent financial modeling skills, and strong proficiency in MS Office Suite, including Excel, Word and PowerPoint., • Exceptional analytical capabilities, attention to detail and ability to produce accurate, well-organized, and audit-ready analysis under tight timelines., • Highly organized under strict deadlines; ability to work on multiple projects concurrently and track requirements, deliverables and timelines., • Familiarity with US power markets with eagerness to increase power market knowledge., • Self-starter with a strong work ethic., • Strong verbal/written communication and presentation skills., • Ability to work well independently and as part of a cross-functional collaborative team., • Experience with agentic AI tools and the ability to develop, adapt, and optimize AI-driven workflows is a plus., • Familiarity with tax equity financing structures is a plus. THE PHYSICAL REQUIREMENTS Must be able to accomplish physical requirements with or without reasonable accommodation. • Ability to stand, walk, talk, hear, and close and distance vision capability., • Ability to sit, climb or balance, stoop, kneel, and/or crouch., • Ability to lift and/or move up to 10 pounds., • Ability to travel up to 10%. THE TEAM The Onward Energy team is comprised of industry professionals who embrace our values of accountability, adaptability, collaboration, and excellence. At Onward Energy, we seek to find solutions rather than assign blame. Our M&A team operates in a high-performance environment built on excellence, accountability, and intellectual rigor. We hold ourselves and each other to a high standard of quality, responsiveness, ownership, and execution. Well-supported debate and respectful pushback are encouraged as part of our decision-making process, and we expect Associates to contribute thoughtful analysis, independent judgment, and well-reasoned recommendations. We invest in team members who are intellectually curious, take ownership and want to grow into trusted transaction professionals and future leaders of our industry. THE WORK ENVIRONMENT The position functions in a smoke and vaping free professional office environment. The role routinely utilizes standard office equipment such as laptop computer, phone, and scanner/photocopier. THE TOTAL REWARDS Onward Energy total rewards philosophy is motivated by a key tenet of People First and offers employees a comprehensive total rewards package which includes market competitive compensation, health, life insurance, and retirement savings benefits. If you require accommodation for any part of the employment process due to a disability to Recruiting@onwardenergy.com. EEO STATEMENT: Onward Energy is an Affirmative Action Employer, Females/Minority/Veterans/Disabled/Sexual Orientation/Gender Identity. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.