Chief investment officer jobs in Atlanta, GeorgiaCreate job alerts

Job DescriptionFinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks. FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.Solve the Problems That Matter Most:Job Summary The Vice President, Demand Generation and Growth Marketing is the senior leader responsible for defining and implementing FinQuery's demand generation and growth marketing strategy across all products, markets, and channels. This leader owns the vision and execution of a full-funnel, AI-enabled demand engine that drives predictable pipeline growth, customer expansion, and indirect revenue contribution at scale. Operating as a key member of the Marketing leadership team, the Vice President develops strategic plans that translate corporate growth objectives into integrated marketing programs, manages change across a complex and evolving go-to-market environment, and builds the organizational capability required to sustain growth across a multi-product platform with an expanding international presence. Reports to: Chief Marketing Officer The Impact You'll Make: • Define and implement FinQuery's enterprise demand generation strategy across all acquisition channels including inbound, outbound, ABM, and field events Develop and own the demand generation operating model to drive consistent, predictable pipeline contribution at scale Build the full-funnel revenue architecture including KPI frameworks and ROI attribution models across all products Partner with Sales and Marketing leadership to define funnel-stage goals, conversion benchmarks, and forecasting standards Define and implement customer marketing strategies to drive retention, upsell, and cross-sell conversion Develop omni-channel nurture strategies to convert inbound investments into long-term audience assets Define and implement channel marketing strategy to engage partners and drive indirect revenue contribution Develop partner enablement standards and co-marketing frameworks to ensure measurable revenue outcomes Lead demand generation strategy for new product launches and unified multi-product positioning Implement the demand generation framework for international market entry and global footprint growth Develop marketing integration strategy for acquired companies including brand consolidation and audience migration Define the AI-enabled marketing operating model to increase execution velocity and scale Implement the cross-functional revenue alignment model across Sales, Customer Success, and Product Manage, develop, and retain a high-performing team of managers and individual contributors Conduct all business in accordance with FinQuery policies and procedures The Expertise You'll Bring:Education and Experience Minimum of 15 years of related experience with a Bachelor’s degree, or 13 years with a Master’s degree Typical experience range of 16-19 years in senior marketing leadership roles Bachelor's degree in Marketing, Business, or a related field required; Advanced degree preferred Demonstrated progression in demand generation with significant revenue accountability in B2B SaaS Knowledge and Abilities Expert-level command of full-funnel demand generation strategy and enterprise-scale operating models Advanced ability to develop revenue funnel architecture and connect marketing investment to pipeline outcomes Proven ability to develop multi-product go-to-market strategies and international expansion frameworks Deep proficiency in marketing automation platforms like HubSpot and complex marketing technology stacks Expert ability to build and develop high-performing teams in high-change, high-growth environments Strong executive-level influence to align Sales, Customer Success, and Product functions Deep understanding of B2B SaaS demand generation dynamics and competitive positioning Proficiency in defining and scaling AI-enabled marketing operating models Strong command of marketing operations process design and workflow optimization for scalability Experience operationalizing marketing integration strategies in M&A contexts Expert understanding of finance and accounting buyer personas within a B2B SaaS environment Strong command of channel and partner marketing enablement and accountability models The base pay range for this position is $178433-$225000. Please note: The final salary for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.BenefitsFor Your Growth & Career:Annual employee development program stipend of $2,000 for each employee Mentorship program (available immediately)Sabbatical program (4 weeks after 5 years of service) Advancement opportunities based on results, not politicsFor Your Financial Well-being:401(k) plan with employer matchingSigning stipend for a work-from-home setupFor Your Health & Wellness:Great health benefits with multiple plan option Flexible PTO (including 11 holidays and your birthday off)Free gym membership at our office (Atlanta HQ)Casual dress environment (when in office)Catered lunches every Tuesday & Thursday (when in office)For Your Family & Life:Parental Leave BenefitsFertility/Adoption Assistance Annual tutoring stipend for your children About UsFinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization's largest areas of spend—including leases, prepaids, and accruals. Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most. FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

Advisory Services Network, LLC is an SEC registered investment advisory firm comprised of a dedicated staff who work together to build unrivaled partnerships with our investment professionals. We currently support 151 offices across the United States and are rapidly increasing. We are a multi-custodial firm and clear through all of the major custodial platforms. Our unique culture puts our investment professionals and their clients at the heart of everything we do. Position Summary Your position, as a Compliance Surveillance Analyst, is to support the Chief Compliance Officer in all aspects of the firm’s risk and compliance program and provide operational and administrative support. Your knowledge of firm policies, procedures and regulatory requirements allows you to perform, analyze and/or facilitate specific components of the compliance monitoring program. You will work independently and in conjunction with other members of the firm’s compliance and operations team to help mitigate risk to the firm and resolve problems. You are detail oriented with proven organizational skills, able to manage time efficiently and can multi-task. You have proven written and verbal communication skills. We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. We are an equal opportunity employer offering a competitive salary and benefit package. Key Tasks • Under the direction of the CCO, conduct compliance reviews to evaluate and test for compliance with applicable rules and regulations, policies and procedures. Provide written reports of findings. • Review daily exception reports and alerts and process accordingly, • Proactively review Financial Advisor email communications and escalate any concerns to the CCO, • Interact with Compliance Team and advisors to help resolve potential compliance issues, • Review Financial Advisor attestations and reports, • Pay close attention to detail, process work accurately, • Interpret impact of new regulation on existing and future communication and contribute to compliance policy development., • Proactively develop self to continuously improve knowledge and skills and communicate development needs to the CCO as applicable, • Create a strong working relationship with advisors and their assistants Skills and Experience Required • 1-3 years of investment advisory or FINRA member broker/dealer compliance experience, • Understanding of the regulatory environment with respect to investment advisers, including the Investment Advisers Act of 1940, • Excellent skills in Microsoft Office Suite and other technologies, • Detail and service oriented with proven organizational skills, able to manage time efficiently and can multi-task, • Proven written and verbal communication skills, • Ability to work both independently and collaboratively, • Learning agile, able to adapt quickly and appropriately with the evolution of regulatory requirements Benefits • Medical, Vision and Dental Insurance, • Prescription Drug Coverage / 401(k) Profit Sharing Plan / Paid Vacation and Holidays, • Life Insurance / Accidental Death and Dismemberment, • Voluntary Life, AD&D options, Long-Term Disability and Flexible Spending Accounts, • Domestic Partner Program Please submit resumes to Recruitment@advservnet.com

Job Description At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team brings together compliance professionals, financial advisors, investment associates, client service managers and associates, operations specialists, business development professionals, and marketing team members, all working collaboratively to help deliver an exceptional client experience. Our Leadership Team is dedicated to fostering employee growth both professionally and personally, and to making every CIA experience meaningful and memorable. Compliance Manager We are looking for an ethical, team-oriented Compliance Manager to strengthen and elevate our compliance infrastructure. Reporting to the Compliance Director and partnering closely with the Chief Compliance Officer, this role will assume ownership of major compliance program areas and will serve as a key contributor within the compliance function. The ideal candidate possesses a strong working knowledge of the Investment Advisers Act of 1940, including the regulatory requirements applicable to SEC registered investment advisers and other relevant regulations, and is comfortable holding team members at all levels of the organization accountable. The Compliance Manager demonstrates an unwavering commitment to maintaining and enhancing compliance standards, while also being respected by team members as a positive and approachable resource who supports them in their daily interactions with clients. This position is based in our Atlanta, GA office (Sandy Springs) and will require occasional travel to other office locations. This position is eligible for a hybrid work schedule after completion of a successful introductory period. Core Responsibilities: • Own and manage the Advertising & Marketing review responsibilities for the compliance program, experience with and a strong understanding of the SEC’s Marketing Rule is preferred, • Lead third-party manager and alternative investment oversight, • Provide compliance and regulatory guidance for new business initiatives, technology platforms, marketing strategies, and expansion efforts, • Participate in early-stage strategic discussions to ensure regulatory alignment prior to launch, • Coordinate and oversee the Asset Management Oversight Committee (AMOC) and Advisor Scorecard programs, as well as other audit work and internal compliance reviews, • Support DOL PTE 2020-02 rollover documentation and retrospective review, • Contribute to Rule 206(4)-7 annual review and required regulatory filings, • Support SEC examinations, including gathering documentation and drafting responses, • Enhance compliance workflows and strengthen documentation standards, • Mentor junior compliance staff and elevate team capability Skills & Qualifications: • 5-8+ years of experience in an SEC-registered RIA (or FINRA) compliance role, • Direct SEC exam experience preferred, • Strong knowledge of the Advisers Act, Form ADV, Marketing Rule, Code of Ethics, and portfolio oversight; SEC marketing review experience preferred, • Bachelor’s degree from an accredited university, • IACCP® designation a plus, • Systems-oriented mindset with experience improving workflows, • Excellent written and verbal communication skills, • Attentive to detail while maintaining a big picture perspective, • Handles confidential and highly sensitive information with ultimate discretion, • Demonstrated ability to exercise independent regulatory judgment in a fast-paced, growth-oriented environment, • Self-starter with the ability to execute tasks and complete projects and audit work with little oversight, • Excellent ability to manage competing priorities, • Thinks strategically to make informed decisions with the firm’s best interest in mind, • Committed to a culture of compliance, • Exhibits the Capital Investment Advisors’ five Core Values in everything they do Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law. Powered by JazzHR 38Z7DhBEC5

Job Description THE COMPANY: Low Income Investment Fund (LIIF) is a national community development financial institution (CDFI), headquartered in San Francisco with offices in New York City, Atlanta, Los Angeles, and Washington, D.C., that invests in communities of opportunity, equity and well-being. As a CDFI, LIIF supports projects that have high social value but lack access to traditional financial institutions. Since 1984, LIIF has deployed more than $3.1 billion to serve more than two million people in communities across the country from its five offices. An S&P-rated organization, LIIF funds healthy communities by providing innovative capital solutions. More on LIIF can be found at liifund.org. POSITION SUMMARY: The Manager, New Markets Tax Credits (NMTC), is responsible for the overall asset management of a portfolio of transactions that use NMTCs with or without LIIF loans to support the development of charter school, community health care, childcare, mixed-use and other community facilities. In this function, the Manager, NMTC with work closely with the Deputy Director of New Markets Tax Credits, the Director of Asset Management and Chief Credit Officer. Working closely with the Deputy Director, NMTC, this role will also support LIIF’s organizational-level program and compliance activities for NMTCs, which will require collaboration with various departments within LIIF, including Lending, Finance and Legal as well as external parties outside of LIIF such as NMTC Investors, Borrowers, and other Allocatees. As part of the Lending and New Markets Tax Credit (NMTC) teams, the Manager, NMTC ultimately works to support the achievement of regional and overall Lending and NMTC work plan goals and supports the operational effectiveness of LIIF’s NMTC activities. REPORTING RELATIONSHIPS: The Manager, NMTC reports to the Deputy Director, NMTCs, with a “dotted line” reporting relationship to the Director of Asset Management. MAJOR DUTIES AND RESPONSIBILITIES NMTC Portfolio Management: • Loan Monitoring – The Manager, NMTC is responsible for the ongoing asset management of a portfolio of transactions that utilize LIIF’s NMTC product, including construction loan monitoring and draw approvals. The position includes developing a relationship with each borrower and conducting regular loan monitoring reviews. The Manager, NMTC will prepare credit reviews for each loan on a regular schedule to review overall asset and credit quality, including performance against original underwriting expectations and ongoing compliance with NMTC program requirements. Such reviews evaluate information including borrower/sponsor financial condition and operating performance, rent rolls, project status reports, covenant tracking and compliance, and overall analysis of the credit condition of the borrower/sponsor, as informed by a complete understanding of LIIF’s relationship with and exposure to the sponsor developed in collaboration with the Loan Officer and other LIIF staff. The Manager, NMTC is responsible for risk analysis and making risk rating recommendations to senior management by integrating and analyzing these data and making judgments on their significance and quality., • Construction Disbursement Management - The Manager, NMTC will review and approve the construction draw packages prepared by Loan Administration. This review includes review of disbursement trackers, AIA documentation, construction monitoring’s site observation reports, and title reports. The Manager, NMTC ensures LIIF construction funds are disbursed in compliance with loan documentation, loan budget, lien law, and designated timelines. The Manager, NMTC monitors the construction budget and timeline, and takes proactive steps to support on time and on budget project delivery, which may include regular calls with construction teams, management of budget line-item reallocation, or ensuring borrower secures additional funding for project overages., • Site Visits – The Manager, NMTC conducts regular site visits across a national portfolio and prepares site visit reports for loans in their portfolio in accordance with LIIF’s lending procedures., • Loan Extensions and Modifications – The Manager, NMTC will be responsible for any required loan extensions and modifications in their portfolio. For loans where the borrower is seeking an extension or modification, the Manager, NMTC will work closely with the borrower to provide an assessment of the necessity, feasibility and creditworthiness of such extension or modification, and communicate same with the Deputy Director of NMTCs, Director of Asset Management and the Chief Credit Officer. The Manager, NMTC will conduct an analysis of the credit and then make and support a recommendation as to the extension or modification terms and conditions, if an extension or modification is deemed appropriate., • Non-performing Loans –The Manager, NMTC will work under the direction of the Chief Credit Officer, Deputy Director of NMTC and Director of Asset Management and in collaboration with the Special Assets Manager in managing special attention or non-performing loans in their portfolio that include LIIF debt including but not limited to: conducting site inspections, appraisal reviews, borrower and project financial analyses; participating in developing loan restructuring strategies and alternatives; monitoring compliance with loan restructure agreements, and preparing monitoring reports and action plans., • Portfolio Data Collection and Reporting – The Manager, NMTC will collect portfolio credit data and analysis in support of audits and reports managed by Finance and Originations teams such as those for Standard & Poors, the U.S. Department of Education, and the CDFI Fund., • NMTC Unwinds – The Manager, NMTC will lead the formal unwind process for their NMTC transactions, which occur at the end of the NMTC compliance period. This involves working closely with legal counsel to structure the Unwind, secure internal credit and business approvals, and negotiate the necessary legal documents. NMTC Program Management • NMTC Transaction-level Activities: The Manager, NMTC, working closely with the other members of the NMTC team, leads LIIF’s reporting efforts to the CDFI Fund. This includes management of LIIF’s NMTC-related IT system, engaging with CDFI Fund compliance staff, and leading the completion of LIIF’s annual transaction-level reporting to the CDFI Fund. This will involve collaboration with other NMTC Allocatees on impact data., • Pipeline Development and Deal Closings-Attend industry events/conferences and assist in pipeline development for the NMTC award application. Support Deputy Director, NMTC with deal closing documentation including NMTC compliance and Community Benefits Agreements and Multi-CDE Agreements., • NMTC Award Application Assist the NMTC and Impact Investing teams with the annual NMTC award application to the CDFI Fund through collection and analysis of community benefits information and outcome data., • Advisory Board Assist in preparing and presenting materials to the NMTC Advisory Board. Customer Service: The Manager, NMTC will maintain a positive and professional relationship with LIIF’s internal associates as well as external customers and business partners (which include third party lenders, attorneys, NMTC Investors or other Allocatees) by both initiating and responding promptly to any and all requests in a responsive, consistent, and accurate manner. Other Duties as Assigned. SKILLS REQUIRED: The ideal candidate for this position will have these key qualifications: • 2 or more years of experience in real estate-based lending and/or business lending, including borrower interaction/relationship building, credit analysis, due diligence, and loan documentation;, • Proficiency in analyzing financial statements of for-profit and nonprofit organizations and their real estate operations (in particular, multi-tenant commercial and community facilities occupied by a single tenant). Familiarity with basic accounting principles, financial analysis, and covenant compliance calculations., • Demonstrated experience preparing credit memoranda for loan modifications and extensions, including performing credit analysis, and providing credit recommendations., • Experience with New Markets Tax Credits transactions., • Familiarity with federal, state, and local government funding sources for capital and operating needs of community facilities (e.g., childcare centers, educational programs, health clinics, etc.), • Working experience with both private sector financial institutions and public agencies, • Basic familiarity with business law concepts including contracts, loan collateral, uniform commercial code, creditors' rights and forms of business organization and sufficient knowledge to review and negotiate loan documents., • Proficiency with Microsoft Office Suite Programs, and other database software, • Excellent skills in managing multiple tasks requiring strong attention to detail Education & Requirements • Bachelor’s degree required; advanced degree preferred., • Demonstrated self-motivation, dedication, creativity, and perseverance., • Ability to manage competing priorities with flexibility and adaptability in a fast-paced environment., • Strong teamwork, collaboration, and time management skills required., • Willingness to travel across LIIF’s national locations as needed., • Valid driver’s license required. ADDITIONAL INFORMATION: LIIF offers a hybrid work environment with flexibility to balance in-office and remote work. However, all employees are expected to work on-site at least two (2) days per week. The successful candidate may be expected to travel occasionally for meetings, trainings, conferences, or other Company sponsored events. HOW TO APPLY: Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com). Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse backgrounds and with diverse experience are strongly encouraged to apply for this position.

Job Description National CASA/GAL is seeking a Chief Financial Officer Location: Seattle, WA, Washington, DC or Atlanta, GA Purpose The National Court Appointed Special Advocate/Guardian ad Litem (CASA/GAL) Association for Children fulfills society’s most fundamental obligation by making sure a qualified and compassionate adult will fight for and protect the best interests of a child who has experienced abuse or neglect. The mission of National CASA/GAL, together with its state and local members, is to support and promote court appointed volunteer advocacy so that every child who has experienced abuse or neglect can be safe, establish permanence and have the opportunity to thrive. Today, only 40% of these children have access to a CASA/GAL volunteer. The National CASA/GAL organization is committed to ensuring 100% of these children have access to a CASA/GAL volunteer. Breaking New Ground National CASA/GAL is embarking on a new strategic planning process to scale the work and increase our impact. Through this planning process, we will identify new business models, revenue streams and programs to build a financially strong and sustainable national organization equipped and resourced to provide technical assistance and support to the CASA/GAL network of local programs and state organizations. The culmination of the strategic planning process will be the launching of a major capital campaign. The team that will drive these changes will be hands on leaders, critical thinkers and problem solvers, relationship builders, collaborative decision makers, as well as effective communicators and entrepreneurial change leaders. Position Summary The Chief Financial Officer (CFO) will be a business partner, with the necessary leadership to provide credible counsel and guidance with a voice of reason. The CFO will be an integral part of developing the long range goals and strategies of the organization and the organizational transformation. The CFO must have impeccable communications skills with the ability to translate detailed information into clear, concise, and accessible messaging for non-financial stakeholders to understand. The ideal CFO will also have an ability to quickly assess and gain a strong understanding of National CASA/GAL’s business model and the child-welfare industry and be able to use this knowledge to provide an independent perspective and to constructively challenge functional area teams, ensuring that business decisions are grounded in data and solid financial criteria. The CFO must be able to navigate complex data and provide analytics and predictive scenarios that drive action and decision-making. The CFO should also identify opportunities for top line growth and drive revenue improvements, not just through the traditional methods of cost control, but through cost analysis, revenue strategies and benchmarking against industry peers. The CFO will ensure adequate assessment and mitigation of risk, and compliance with applicable regulatory or other legal requirements with an understanding of risk through a programmatic as well as a financial lens. The CFO will need to manage risk as the business executes on its strategies and initiatives as well as maintain a strong internal controls environment and financial reporting processes. As a member of the Executive Leadership Team the CFO plays a dual role in supporting strategy development and helping enable its execution. The CFO also plays a role in prioritizing and ensuring the strategy can be funded. This also includes communicating the strategy and progress against it to external stakeholders. The Chief Financial Officer ensures that the organization is sustained through strong internal systems, diversified funding, and a strategic and compelling position in the external world. The CFO will supervise and actively participate in the carrying out of all financial and operational functions with direct responsibility for financial management and operations. Functional Area Oversight In addition to the management of the financial organization, the CFO will provide oversight, leadership and guidance to Operations, Technology, Procurement, Grants Management and Accountability and Human Resources, ensuring an integration of these support functions and a highly effective and efficient sustainable organization. Primary Responsibilities: Finance • As a business partner to the Chief Executive Officer (CEO) and Executive Team, assess organizational performance against both the annual budget and the organization’s long-term strategy., • Develops long range financial plans to ensure financial sustainability in partnership with the CEO and Board of Trustees, • Develops and identifies contributed and earned revenue strategies in partnership with the Chief Development Officer, the CEO and other members of the Senior Management Team., • Leads financial management and ensures strong fiscal responsibility and accountability. Approves departmental budgets to ensure they align with the priorities, goals and objectives of the organization., • Responsible for the development and oversight of the annual budget planning, development process, • Develops tools and systems to provide critical financial and operations information to the CEO and make actionable recommendations on both strategy and operations., • Manages the annual budget to ensure all organizational expenditures are approved through the budget process and any unbudgeted expenses are approved, • Ensures the development of and adherence to financial policies and procedures, • Provides monthly reports and dashboards to the CEO to ensure transparency and knowledge on the financial position of the organization, assets and investments, • Responsible for cash flow planning, investment, and asset management, • Develops models for forecasting, business planning, pricing, and reporting, • Reviews monthly financial position, prepares reports, and makes strategic recommendations that ensure financial stability, • Manages audit, investment and banking relationships; represents the organization to financial partners, • Remains current on nonprofit audit, best practices, and state and federal laws regarding non-profit operations, • Work with functional area leaders to understand needs and seek solution for budget short falls Planning • Plan and develop a sustainable financial structure that meets mission needs, goals, and aspirations over time, • Plan and develop a sustainable and dynamic business model that finds the necessary revenues and efficiently and effectively manages expenditures over the fiscal years, • Plan and build a sustainable financial function and organizational infrastructure that will support and contribute to organizational success, • Ensures timely financial reports are provided to the CEO and Board of Trustees, • Develops a long term financial plan and roadmap to ensure that National CASA/GAL meets its goal of becoming a financially sustainable organization, • Ensures accomplishment of the financial goals set by the Board of Trustees, • Develops an earned revenue strategy and plan for the National CASA/GAL in partnership with the Chief Marketing Officer and the Chief Development Officer, • Develops budgets and forecasts that align with annual and strategic plans, • Represents the organization to financial partners, • Engages Board of Directors Finance Committee to develop financial plans and projections, • Conducts economic impact studies as required Leadership • Provides leadership and support to direct reports for their professional growth, • Creates and manages a high performing team while meeting or exceeding goals, • Shares responsibility for strategic integration of operational activities within and between reporting departments and other areas of the organization, • Serves as a member of the Senior Management team and participates in organization wide problem solving and decision making, • Performs organization wide strategy, performance and risk management Administration • Coordinates audits and proper filing of tax returns, • Ensures legal and regulatory compliance regarding all financial functions, • Provides insight, vision, and leadership that enables the organization to lead and respond to opportunities within the child welfare sector, • Actively participates in identifying and generating revenue for the organization, • Other duties as assigned ABILITIES • Strong interpersonal skills, sound judgment, and the ability to work independently, • Ability to embrace and exemplify organizational competencies and values, • Works well under pressure within tight timelines; skilled in prioritizing responsibilities, • Commitment to work collaboratively with all constituent groups, including staff, board members, volunteers, donors, state and local program staff, and other supporters, • Demonstrated continuous improvement through professional development, • Ability to become a steward and ambassador for the CASA/GAL mission and brand REQUIREMENTS • Bachelor’s degree in finance or business required; CPA and master’s strongly preferred (MBA or master’s in finance), • Minimum of ten years as a CFO with some experience preferably in a non-profit organization, • Minimum of eight years of direct experience leading financial management and operations including accounting, budgeting, forecasting, cash management, • Demonstrated capabilities in both strategic and operational leadership; strategic planning, and business forecasting, • Demonstrated track record of success in a senior financial leadership role in a major not for profit organization or industry, or in government, • Demonstrated successful experience in leading and managing finance and accounting teams, • Experience managing federal funding and A-133 requirements, • Must be detail oriented with high level of organizational and time management skills, • Excellent verbal, written and presentation skills and ability to report complex financial and technological information to all audiences, • Proven ability managing financial systems and leveraging technology to achieve operational efficiency, • Successful experience working with board level committees, • Strong problem solving skills, proven staff development and team building skills and sound judgment, • Ability to work effectively and creatively in a complex organizational setting, • Allegiance to best practices and continuous quality improvement across all departments; commitment to building and fostering an ethnically and culturally diverse workforce, • A hands on, roll-up-your sleeves collaborative leader with professional bearing to represent National CASA/GAL’s mission to a broad range of constituents, • Possesses an appreciation for and genuine interest in the CASA /GAL Mission, • Values data driven decision making and demonstrates success in generating and executing thoughtful practical solutions, • Ability to operate in a flexible, entrepreneurial, and opportunistic environment, • Proven success with leading large scale initiatives, change management, and culture shifts, • Successful experience directing and implementing new systems, processes, and technology to enhance internal operations and organizational effectiveness, • Demonstrated ability to bring a bold, creative leadership style; capable of leading, inspiring, and engaging team members Compensation and Benefits National CASA/GAL offers a competitive base salary plus benefits, generous paid leave, and work/life balance policies. This is a full-time exempt position. National CASA/GAL is headquartered in Seattle, WA, with offices in Washington D.C. and Atlanta, GA, and is committed to an inclusive and welcoming workplace environment. Organizational Values Adaptability ◦ Collaboration ◦ Integrity ◦ Respect ◦ Quality ◦ Service ◦ Stewardship To apply: Please send resume and cover letter to employment@nationalcasagal.org. NATIONAL COURT APPOINTED SPECIAL ADVOCATE/GUARDIAN Ad LITEM ASSOCIATION www.nationalcasagal.org EQUAL OPPORTUNITY EMPLOYER

Job Description THE COMPANY: The Low Income Investment Fund is a non-profit community development financial institution, which mobilizes capital and partners to achieve opportunity, equity and well-being for people and communities. LIIF innovates financial solutions that center racial equity to create more equitable outcomes for all by building and preserving affordable homes, quality educational opportunities from early childhood through higher education, health clinics, healthy food retail and community facilities. In this way, LIIF provides a bridge between private capital markets and communities. LIIF’s headquarters is in San Francisco and has offices in Los Angeles, New York, Atlanta, and Washington D.C. POSITION SUMMARY: Working under the direction of the Chief Credit Officer, the Credit Officer will manage and support the growing credit needs of the Low Income Investment Fund. This position will initially function as an individual contributor while playing a key role in designing the structure, workflows and processes for the Credit and Asset Management team. Within approximately six months, this position will assume direct supervisor responsibilities for assigned team members. The Credit Officer will help manage the flow of credit within the organization, including new loan approvals as well as approvals of modifications and extensions to the existing loan portfolio. The Credit Officer will also support all functions related to the execution of Credit responsibilities within the organization, including supervision of the Special Attention Loan portfolio, the annual update to the loan loss reserve qualitative analysis, and management of the Risk Rating Model and the Lending Manual. The Credit Officer will also manage and/or support ongoing and ad hoc Credit and cross-departmental projects supporting the Strategic Plan and the growth of the organization. The Credit Officer will, alongside the Chief Credit Officer, support the Internal Loan Committee and the Lending Risk Committee, work with the Finance team, the Legal team, including Compliance, and Program and National Lending Initiatives Teams as needed. REPORTING RELATIONSHIPS: The Credit Officer will report to the Chief Credit Officer. MAJOR DUTIES AND RESPONSIBILITIES The Credit Officer is responsible for working with the Chief Credit Officer to support the approval of credit functions as outlined in the Loan and Asset Concentration Policy and delegations; all functions supporting the execution of credit including oversight of the Special Attention Loan portfolio, annual updates to the loan loss reserve qualitative analysis, the risk rating model, and the Lending Manual; developing the framework, processes, and performance expectations of the Asset Management team; overseeing and managing the Deputy Director of Asset Management; and working with internal stakeholders on initiatives involving the Credit team. Managing the Flow of Credit: Under guidance from the Chief Credit Officer, the Credit Officer will help manage the review and approval process for new loans and the modification/extension of the existing loan portfolio. The Credit Officer will: • Work with Originations and Asset Management staff to provide guidance in support of structuring and underwriting transactions to successfully achieve the stated goal/impact within acceptable risk parameters;, • Work with the Chief Credit Officer, Chief Lending Officer, and other relevant stakeholders to assess and update guidelines and procedures that Originations staff will follow in order to present previews and loan approval requests to Credit, and secure initial and final credit approval for the transactions from the Chief Credit Officer and/or Internal Loan Committee and Lending Risk Committee;, • As needed, work with the nCino Team to update guidelines for Originations and Asset Management staff to adhere to when submitting new loan and modification approval requests through nCino;, • Ensure that all requests submitted for approval are managed pursuant to LIIF’s Loan and Asset Concentration Policy and delegations. It is anticipated that over time the growth in the Credit Officer responsibilities will include delegated approval authority for new and existing transactions. Supervision of the Special Attention Loan portfolio: The Credit Officer will be the Credit lead for overall management of the Special Attention Loan (SAL) portfolio. Under guidance from the Chief Credit Officer, the Credit Officer will provide leadership to the Asset Management Team members on ongoing responsibilities related to the SAL portfolio, including but not limited to monthly SAL/challenged loan meetings with senior management, the quarterly SAL credit committee reviews, updates to the SAL loss reserve projections, updates on SALs to the Internal Loan Committee and Lending Risk Committee, and corresponding with external lending/investor partners and Borrowers on specific SAL transactions. Current and Expected Credit Losses (CECL) Reserve Factors: The Credit Officer will be the Credit lead for LIIF’s annual qualitative analysis update to the CECL loan loss reserve calculation. Under guidance from the Chief Credit Officer, the Credit Officer will lead the assessment of qualitative risk factors and the assignment of risk status and weight; the collection and analysis of LIIF portfolio trends and macroeconomic data; and presentation of findings and recommendations for approval by the executive team, the Internal Loan Committee and the Lending Risk Committee. The Credit Officer will closely coordinate with the Finance Department on other aspects of the annual update to the CECL reserve factors, including internal decision making on loan pool segmentation and the variables used in the quantitative model, and coordination with advisory consultants on the CECL framework. Risk Rating Model: The Credit Officer will be responsible for ongoing management of LIIF’s Risk Rating Model, which is a component of the Impact, Risk and Profitability (IRP) Framework guided by LIIF’s Strategic Plan. The Risk Rating Model has been built out in Salesforce, and the Credit Officer will be the Credit lead on providing support to Originations and Asset Management staff on understanding the risk rating methodology and utilizing the Salesforce model version; ensuring that risk ratings are assessed on loans on a timely basis; managing updates to the methodology and model as needed and coordinating with the LIIF nCino and IT teams on the implementation of the changes; and coordinating with other departments within the organization as LIIF seeks to advance the IRP Framework. Lending Manual and Credit Guidance: The Credit Officer is responsible for: • Guiding Originations and Underwriting staff on LIIF lending policies, financial products, and procedures, as outlined in the LIIF Lending Manual, that are required to be followed in order to ensure credit risk is appropriately managed for the various financial products that are available; • Updating the Lending Manual at least quarterly, and more often as needed and for ensuring updates are reported to Compliance and Finance as needed to meet stakeholder requirements. Lending Governance: Working with LIIF’s Chief Credit Officer, the members of the Internal Loan Committee, Lending Staff, and the Lending Risk Committee the Credit Officer will support updating the Loan and Asset Concentration Policy and Loan Products to appropriately govern credit risk and to update based on business needs and Strategic Plan intentions. Special Projects: As needed, the Credit Officer be the Credit lead on cross-departmental initiatives that emerge as projects of strategic importance for the organization and require coordination and cooperation between various LIIF departments. ATTRIBUTES: • Is a team player, able to create partnerships within the organization., • Is committed to Community Development work., • Has experience structuring transactions for affordable housing, charter school, and community facilities loans and has coached staff doing this work., • Has ability to understand and be credit lead for financial and accounting conventions in cross-team work., • Has familiarity with the New Markets Tax Credit (NMTC) program., • Organized with project management and consultant management skills and experience. SKILLS REQUIRED: The ideal candidate for this position will have these key qualifications: • Strong lending/credit skills, • Experience in real estate-based lending, including deal structuring, and risk mitigation. Experience as a strategic thinker with strong relationship skills, • Strong organizing and time-management skills, • Experience in underwriting complex affordable housing and/or charter school transactions is preferred, • Experience problem solving and supporting transaction structuring in multiple markets., • Proficiency in analyzing financials of nonprofit organizations and real estate operations (in particular, rental housing and community facilities) preferred, • Working experience with both private sector financial institutions and public agencies., • Ability to work with multiple stakeholders including Finance Department, Loan Officers, Executive Team and Board Committees and others on complex modeling and analyses., • Computer aptitude, including knowledge of Microsoft Office Suite Programs, nCino and Salesforce, and ability to work within and support modifications of the systems., • Excellent skills in managing multiple tasks requiring strong attention to detail, • Self-motivation, dedication, and flexibility EDUCATIONAL AND OTHER REQUIREMENTS: Education & Requirements • Bachelor’s degree required in a relevant field such as Real Estate, Urban Planning, Business Administration, Finance, or related discipline; advanced degree preferred., • Demonstrated self-motivation, creativity, perseverance, and dedication in a fast-paced, mission-driven environment., • Strong organizational, teamwork, and time management skills with the ability to manage multiple priorities effectively., • Flexibility with scheduling and willingness to take on a demanding yet rewarding role., • Ability and willingness to travel as required. Preferred Qualifications & Experience • Minimum of 7 years of experience in credit, lending, and/or community development finance., • Proven track record in community development real estate credit and relationship management with both internal and external stakeholders., • Experience working within low-income communities and a demonstrated passion for community impact and economic development., • Background in one or more of the following areas preferred:, • Affordable housing, • Charter schools, • Health facilities, • Community facilities serving low-income populations, • Businesses improving access to healthy foods, • Knowledge of Community Development Financial Institution (CDFI) Fund programs and New Markets Tax Credits (NMTC) preferred., • Familiarity with industry best practices across CDFIs and Community Development Banks is highly desirable. HOW TO APPLY Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com). Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse backgrounds and with diverse experience are strongly encouraged to apply for this position.

Job DescriptionThe Company 2025 Deloitte Technology Fast 50 Canada Recipient & Fast 500 North America Recipient \uD83C\uDFC6 SpryPoint is modernizing how utilities serve their communities. As a high-growth software company, we're shaking up the status quo in the utility industry with the first and only truly cloud-native customer service and operations platform purpose-built for modern utilities. Founded by industry veterans in 2011, we've grown from a profitable startup to a rapidly scaling company of 300+ employees serving 100+ utility clients across North America and the Caribbean. Our mission is simple: utility leaders should expect more from their technology providers. Utilities face urgent demand to replace inefficient legacy systems while managing increasing operational complexity, and evolving customer expectations. With more than a decade of experience, and a track record of successful implementations spanning water, electric, and gas utilities, SpryPoint has built a reputation as a trusted and mission-critical partner to utilities across North America. We deliver comprehensive solutions including SpryCIS, SpryEngage, SpryMobile, and SpryWallet that modernize the entire meter-to-cash process. What sets us apart? Our "updates, not upgrades" approach, user-centric design, and unwavering focus on customer success. Backed by strategic investment from Norwest Venture Partners since 2023, and an exciting new investment partnership from Insight Partners announced in 2026, we're accelerating our growth while staying true to our core values: lead with kindness, vision with impact, radical honesty, bold disruption, keep it simple, and execute with excellence. Join our award-winning team in transforming an essential industry that powers communities across the Americas. With our Center of Excellence (CoE) in place and a strong foundation already built, we are seeking a senior leader who can elevate our capabilities and deepen expertise across three distinct stakeholder groups: the SpryPoint team, our growing system integrator ecosystem, and our clients. This role reports to our Chief Customer Officer and leads a team of approximately 8-10 across two core functions: Learning & Development and Training & Enablement. This leader will step into an established and functioning organization, gain a deep understanding of the full stakeholder ecosystem, and elevate the CoE to best-in-class enablement excellence. The foundation is already in place — this role is focused on refinement, operational scale, and sophistication rather than reinvention. The CoE exists to strengthen how we enable our people, partners, and clients with the knowledge, skills, and best practices needed to drive consistent, high-quality outcomes across the customer journey. Success in this role requires a leader who can influence, align, and collaborate effectively at the most senior levels of the organization — someone who earns trust through results and brings others along through vision. This is a high-visibility, high-impact leadership role with executive sponsorship and cross-functional alignment at the ELT and Board level. The perfect opportunity for a leader who excels at scaling capability, elevating performance systems, and turning strong foundations into truly exceptional enablement functions that drive measurable impact across clients, partners, and internal teams. This is a hybrid role based out of our Atlanta, GA office. We expect a minimum of three days per week in office -- candidates must be located in the Atlanta area and be comfortable with a hybrid working arrangement. Responsibilities The mandate of this role is to evolve the CoE into a more strategic, scalable, and insight-led enablement function that strengthens performance across internal teams, SI partners, and clients. This includes: • Defining and owning the CoE strategy across internal teams, SI partners, and clients, • Reframing the CoE roadmap through a customer journey lens, ensuring enablement is aligned to each stage of adoption, implementation, and expansion, • Aligning capability development across stakeholder groups to ensure consistent, role-based learning and performance uplift, • Designing and evolving SpryPoint’s certification strategy for clients and SI partners, with a focus on scalability, ecosystem adoption, and long-term revenue potential, • Scaling structured training and methodology to improve delivery outcomes, utilization, and customer satisfaction, • Evolving the CoE into a function that increasingly contributes to value creation, including potential revenue-generating certification models over time, • Ensuring strong alignment with Client Solutions and broader Client Experience stakeholders to improve delivery effectiveness and business outcomes, • Maintaining executive-level visibility with responsibility for presenting strategy, progress, and impact at the ELT and Board levelCapabilities Building and Development, • Evolve and scale training programs that reduce ramp time and deepen industry, product, and consulting capability, • Continuously improve methodologies, standards, and frameworks, including implementation playbooks, governance models, workflows, and quality standards, • Identify capability gaps across delivery teams and design targeted interventions to improve performance and scalabilityTraining, Certification & Enablement This function oversees the strategy, governance, and evolution of all structured learning, certification, and enablement programs across internal teams, SI partners, and clients. This role leads a multi-disciplinary enablement organization, including an L&D Manager and a specialized team focused on business process improvement, knowledge management, and operational excellence, as well as the establishment and ongoing evolution of a formal certification program for clients and SI partners. This includes: • Providing strategic leadership and ongoing coaching support to the L&D Manager as they scale the Learning & Development team and execution model, • Ensuring strong collaboration between L&D, SMEs, and the operational excellence team so expertise is consistently translated into scalable learning, onboarding, and certification programs, • Overseeing structured, role-based learning across products, business processes, and delivery functions, • Driving consistency across onboarding, training, documentation, and operational processes, • Designing and evolving SpryPoint’s certification strategy for clients and SI partners, including the launch and ongoing management of a formal certification program, • Leading the implementation and evolution of a modern Learning Management System (LMS), • Overseeing SpryPoint’s Living Lab as a hands-on learning and product demonstration environment, • Partnering across the organization to mature SpryPoint Academy as a scalable internal learning platform, • Continuously assessing enablement effectiveness and guiding strategic improvements across programsCross Functional Enablement & Alignment This role plays a critical cross-functional leadership and alignment function across delivery practices, organizational priorities, and stakeholder groups. Success requires the ability to influence without authority, build trusted relationships, and drive alignment across all levels of the organization — from front-line teams through SVP, ELT, and Board stakeholders. This includes: • Partnering closely with the PMO and Operations to ensure consistency between CoE standards and real-world delivery execution, • Collaborating across Client Solutions, Product, and Client Success to embed enablement programs into operational delivery models, • Building strong relationships with senior leaders to identify capability gaps and align on priorities, • Ensuring alignment between methodology, training content, product evolution, and broader business objectives, • Acting as a connector across teams to ensure consistent communication, alignment, and execution as the organization scalesQualifications and Competencies, • Proven experience leading and evolving a Center of Excellence or enablement function within a Professional Services organization in an enterprise B2B software environment, • Demonstrated success designing, launching, and scaling certification programs for external stakeholders (clients, SIs, or partners) — this is a core requirement, • Experience evolving certification or enablement programs into strategic or revenue-generating assets, • 8–10+ years of progressive leadership experience across professional services, delivery excellence, or enablement functions, • Strong understanding of the end-to-end customer and partner journey and how enablement drives outcomes at each stage, • Executive presence with the ability to influence, align, and operate effectively at ELT and Board level, • Proven ability to define multi-year strategy and translate it into scalable, operationalized programs, • Strong understanding of project delivery methodologies (Agile, Waterfall) and frameworks (PMBOK), • Experience with LMS platforms, knowledge management tools (e.g., Confluence), and delivery systems (e.g., Jira, Microsoft Project, Kantata, or similar), • Bachelor’s degree in Business, Engineering, Computer Science, or related field, • Willingness to travel up to 20%\uD83D\uDCAB Expect More From Your Career at SpryPoint \uD83D\uDE80 Work your way - Hybrid environment with an office in downtown Atlanta and flexible working hours\uD83D\uDCB0 Competitive Total Rewards - Comprehensive compensation package that grows with you\uD83D\uDCBB Complete Setup - MacBook + $800 to create your ideal home workspace\uD83C\uDFE5 Total Wellness - Health, dental, vision, and life insurance from day one \uD83C\uDFDD️ Recharge Time - Generous PTO and unlimited sick days \uD83D\uDCC8 Future Security - RRSP (Canada) and 401k (US) matching programs \uD83E\uDDE0 Continuous Growth - $2,500 annual development fund, tuition assistance, and Book Bounty program\uD83E\uDDF3 Team Connection - Annual company events and team offsites that bring us together AI Disclaimer: \uD83D\uDD17 [LINK]We use an AI notetaker (Metaview) during interviews so we can give you our full attention. Please opt-in via this quick consent form. It's optional - if you'd prefer not to be recorded, just skip this step. Accommodations Need accommodations during our interview process? Let us know and we'll work with you to provide the necessary support. Equal Opportunity & Inclusion SpryPoint is an equal-opportunity employer committed to creating an inclusive environment where everyone can thrive. We welcome applications from all qualified candidates regardless of race, religion, color, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, medical condition, genetic characteristics, veteran or marital status, pregnancy, or any other classification protected by applicable laws. Professional Identity Verification To help us verify candidate authenticity and streamline our screening process, we strongly encourage candidates to include a link to their LinkedIn profile and verify it with their current work email address. While not required, this helps us confirm your professional background and accelerates our review process. Candidates with verified LinkedIn profiles typically receive faster responses and priority consideration during our screening process. Note that all final candidates will complete a background check and identity verification as a part of our SOC 2 compliance procedures.

Job Description Position Title: Vice President of Finance and Accounting Pay Category: Full-Time Salaried Exempt Reports to: Chief Operating Officer Position Summary: The Vice President of Finance and Accounting (VP) is responsible for all company accounting and financial reporting for a portfolio of corporate, multifamily and development entities, with oversight of the Controller as well as the cash management team. The VP will provide strategic financial leadership and partner with the other company Vice Presidents in effectively carrying out the business of the Company, where applicable. This role includes both performing and supervising account analysis and reconciliations, developing internal reporting useful for the accounting department and other operating departments, maintaining, and designing an advanced system of internal controls and issuing accurate financial statements on a timely basis, meeting all external reporting requirements and deadlines. This role will assist in the supervision of corporate accounting, development accounting, property accounting, accounts receivable, accounts payable, fixed assets, tax, and revenue recognition. Additionally, the role will work closely with the Chief Operating Officer (COO) to create and administer company-wide best practices in accounting, finance, and software-based information technology. The VP reports directly to the COO and will assist in all accounting matters, including ad hoc projects and requests. Position Duties and Responsibilities: • Formulate and recommend policies, objectives, budgets, plans, procedures, and schedules for the Finance and Accounting department., • Lead finance and accounting system improvements, automation, or enterprise resource planning (ERP) initiatives., • Develop and implement financial policies, procedures, and controls to safeguard the company's assets and ensure accurate financial reporting. Maintain internal control frameworks., • Review and finalize financial statements, including balance sheets, income statements, and cash flow statements, to provide timely and accurate information to executive team and external stakeholders., • Monitor financial performance, identify areas of concern or improvement, and recommend corrective actions to ensure the financial stability and growth of the organization., • Prepare regular financial forecasts and projections, monitoring actual performance against budgeted expectations and identifying variances for further analysis., • Provide guidance and support to department heads in monitoring and controlling their budgets, offering insights and recommendations for cost optimization and revenue enhancement., • Manage cash flow, including monitoring and forecasting cash needs, overseeing cost allocations and reimbursements among properties and corporate entities, and optimizing investment strategies., • Maintain relationships with financial institutions and manage banking activities., • Ensure compliance with all applicable financial regulations, laws, and reporting requirements, • Coordinate and manage external financial audits, tax filings, and other financial reviews as necessary. Education and Experience: • Bachelor’s degree in finance, accounting, or a related field., • Master's degree or CPA designation is preferred., • Proven experience in a similar leadership role in the real estate industry, preferably a mid-to-large size affordable housing organization. Job Knowledge and Skills: • Experience with accounting principles, practices, and procedures related to properties funded with Section 8 Housing Choice Vouchers, low-income housing tax credit (LIHTC) equity, and other affordable housing financing programs., • Real estate specific financial modeling, analytic, and quantitative skills, including strong computer skills and proficiency with Excel., • Knowledge of computer applications and current software is essential., • Experience directing the design, development, and implementation of financial, risk, and information management policies, programs, and procedures; responsible for coordinating, administering, and controlling financial operations., • Analytical ability is required to plan, organize, and control financial functions., • Strong judgment and reasoning abilities required., • Must be extremely well organized to meet specific internal and external deadlines. Must be results-oriented., • Requires extreme attention to detail and a thorough understanding of all current legal issues., • Fosters a culture of accountability, innovation, and continuous improvement within the Finance and Accounting team., • Must demonstrate excellent verbal and written communication skills. Physical Requirements: • May require prolonged periods of sitting at a desk and working on a computer., • Must be able to lift up to 15 pounds at a time. This job description should not be considered all-inclusive. It is merely a guide of expected job duties and responsibilities. The duties and responsibilities described are not permanent and may be modified an any time. At the request of management, an employee may be asked to perform additional duties within the scope of our work with little to no advance notice.

Job DescriptionAbout Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity Gridline is seeking a VP, Fund Controlling to serve as the departmental head and strategic architect of our fund administration. Reporting directly to the Chief Operating Officer, you will be the ultimate authority on the financial integrity, compliance, and operational scale of our entire investment vehicle suite. This is a leadership mandate designed for a seasoned expert who can balance high-level strategic planning with the technical rigor required to oversee complex private market structures. In this role, you will not only manage the day-to-day fund lifecycle - including complex subsequent closes and multi-jurisdictional reporting - but you will also be responsible for building the team and infrastructure that powers our growth. You will lead internal associates and external service providers, driving a tech-first mentality to automate and institutionalize our fund accounting functions. This is an amazing opportunity to join Gridline at this inflection point and put your stamp on something that is revolutionizing the alts space. In this role you will... • Lead Fund Finance Strategy: Own the end-to-end financial oversight for all Gridline products, ensuring institutional-grade accuracy across NAV production, tax, and audit work-streams., • Master Complex Fund Mechanics: Act as the final sign-off for complex capital lifecycle events, including management fee structures, waterfall distributions, and sophisticated subsequent close interest equalizations., • Direct Audit & Tax Strategy: Drive the annual audit and tax cycles, managing high-level relationships with external partners to ensure seamless delivery of K-1s and audited financial statements across all vehicles., • Build & Manage Teams: Oversee and mentor the Fund Controlling team to ensure 24/7 operational coverage and efficiency., • Drive Operational Alpha: Partner with Product and Engineering to design and implement proprietary tools that automate fund administration, reducing manual touchpoints and mitigating operational risk., • LPA & Compliance Oversight: Ensure all fund activities strictly adhere to Limited Partnership Agreements (LPAs) and regulatory requirements, acting as the primary liaison for legal and compliance matters.You have..., • Experience: 10 - 15 years of deep experience in fund administration/accounting within the alternative investments and/or private markets space (private equity expertise is specifically required)., • Technical Mastery: An expert-level and proven track record of managing the entire fund accounting lifecycle across NAV, audit, and tax., • Leadership: Significant experience managing professional staff, including preference for candidates who have managed offshore teams or global service providers., • Education: A CPA and ideally a master's degree in a related field., • Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote)., • Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training., • This salary range is one component of our total rewards package.We offer..., • Impact: The opportunity to join a Series A fintech at an high-growth inflection point., • Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer., • Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups., • Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems., • Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage. Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Leapfrog Services is seeking a Director of Technical Operations (MSP) to lead operational performance, accountability, and scalable execution across our technical teams within a growing managed services environment.This director-level role is responsible for building structure, consistency, and exec

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Forsyth County Administrative Assistant.Below you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening.Working Title - Forsyth County Administrative Assistant.Department - CAES-Northwest District CES.About th

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Administrative Services Coordinator.Provides office services by implementing administrative systems, procedures, policies, and monitoring administrative projects.Company Overview: Legends Global is a holistic agency that specializes in delivering solutions for legendary brands.We approach each proje

Provides administrative support to a funeral home, cemetery, crematory or a combination of these facilities.Assists with special projects, research, and resolving problems.Schedules meetings, drafts memos, transcribes notes, creates presentations, generates reports, and prepares and monitors invoice

Administrative Support Executive Assistant.Children's is one of the nation's leading children's hospitals.No matter the role, every member of our team is an essential part of our mission to make kids better today and healthier tomorrow.We're committed to putting you first, and that commitment is at

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Remote Administrative Assistant.The Administrative Assistant role is pivotal in providing day-to-day business and administrative support to senior leadership team.You will be a great fit for the Administrative Assistant role if you are prone to being ten steps ahead of your executives, meticulously

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Eberly & Collard Public Relations is a national firm specializing in integrated marketing communications, branding, product positioning, thought-leadership campaigns, event planning, public/media relations, digital marketing, SEO, demand generation, social media, influencer marketing and advertising

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Southern Company Grade Level: Non-Exempt 06.This position provides administrative support to the DOT/Joint Use and Interconnections Planning teams within the Planning & Policy organization, installing confidence and trust by proactively identifying administrative needs and ensuring they are met.Duti

These are the main responsibilities however may not be limited to these alone:.Department leadership support including schedules management, correspondence/email management and telephone call management.Heavy calendar and schedule management in multiple time zones requiring interaction with C-level

Administrative Assistant 2, Long-Term Care Program.The Georgia Department of Community Health (DCH) is one of Georgia's four health agencies serving the state's growing population of over 10 million people.DCH serves as the lead agency for Medicaid, oversees the State Health Benefit Plan (SHBP) and

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Serving the needs of all families with young children, Carter's Inc.North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop and Little Planet brands.Meaningful work, constant learning, genuine people, and a community guided by core v

Litigation Administrative Assistant.Nelson Mullins, an Am Law 100 firm, is seeking an experienced Litigation Administrative Assistant with three to five years of experience to join its National Civil Litigation Team in the Atlanta office.This role provides comprehensive administrative and clerical s

The City of Sandy Springs is seeking a detail-oriented and dependable Administrative Assistant II to support the Human Resources Department.This role provides comprehensive administrative support across human resources and risk management functions, while also serving as a key point of contact for e

Senior Administrative Assistant for Advancement Operations and Relations.The Senior Administrative Assistant for Advancement Operations and Relations supports the Associate Vice President for Advancement Operations and the Assistant Vice President for Advancement Relations by providing advanced leve