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Mercor is hiring experienced Investment Services professionals to join an exciting collaboration with a top AI research lab. This role involves contributing to the development and evaluation of advanced AI systems designed to replicate real-world workflows across investment banking, private equity, asset management, and equity research. Key Responsibilities - Evaluate investment-related outputs produced by AI systems for quality, accuracy, and alignment with business objectives - Calibrate AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning Ideal Qualifications - 2+ years of experience in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations - Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative/analytical field. Advanced degrees (e.g., MBA) or relevant certifications (e.g., CFA, CPA, CAIA) are a plus - Strong proficiency in investment analysis and financial modeling techniques, including valuation, market analysis, portfolio construction, and risk-return assessment - Solid understanding of investment processes, business performance metrics, and strategic decision-making frameworks - Excellent analytical, critical thinking, written, and presentation skills, with the ability to distill complex financial information into clear, actionable insights Project Timeline - Start Date: Immediate - Duration: 1–2 months - Commitment: Part-time, ~20 hours/week - Schedule: Fully remote and asynchronous — flexible working hours Compensation & Contract - Competitive hourly rate based on experience ($90–$150 USD/hr) - Top performers receive weekly bonus incentives ranging from $20–100/hr on top of their pay rate - Independent contractor - Daily payment via Stripe Connect Application & Onboarding Process - Upload your resume - AI interview: A short conversation about your background, no preparation necessary! - Work trial: A paid, 3-hour assessment evaluating your ability to interpret project guidelines and deliver investment services–specific output About Mercor Mercor is a San Francisco-based company specializing in connecting elite professionals with cutting-edge AI initiatives. Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey. We help leading AI labs accelerate progress by bringing in top-tier human expertise. Apply today and leverage your investment services expertise to help build the future of AI-driven finance!

Mercor is hiring experienced Economics professionals to join an exciting collaboration with a top AI research lab. This role involves contributing to the development and evaluation of advanced AI systems designed to replicate real-world workflows across microeconomics, macroeconomics, game theory, econometrics, and behavioral economics. Key Responsibilities - Create and assess complex problems in the field of economics across various subdomains such as microeconomics, macroeconomics, game theory, econometrics, and behavioral economics - Evaluate AI-generated responses for conceptual accuracy, logical consistency, and domain relevance - Provide clear written feedback on economics problem sets and solutions - Collaborate asynchronously with AI researchers and engineers to iterate and improve model performance - Ensure academic rigor and precision in all economics content used to train or evaluate AI systems Ideal Qualifications - PhD in Economics from a top university - 2+ years of academic experience (research, publication, professor) or work experience - Deep subject-matter expertise across core areas of economics - Exceptional written and verbal communication skills - Strong attention to detail and analytical thinking - Prior teaching, research, or publication experience is a plus Project Timeline - Start Date: Immediate - Duration: 1–2 months - Commitment: Part-time, ~20 hours/week (potential to extend to 40 hours/week) - Schedule: Fully remote and asynchronous – flexible working hours Compensation & Contract - Competitive hourly rate based on experience ($65–$90 USD/hr) - Independent contractor - Daily payment via Stripe Connect Application & Onboarding Process - Upload your resume and application form - AI interview: A short, 15-minute conversational session to understand your background, experience, and interest in the role - Work trial: A paid, 3-hour assessment evaluating your ability to interpret project guidelines and deliver economics-specific output About Mercor Mercor is a San Francisco-based company specializing in connecting elite professionals with cutting-edge AI initiatives. Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey. We help leading AI labs accelerate progress by bringing in top-tier human expertise. Apply today and leverage your economics expertise to help build the future of AI-driven economic workflows!

Job Description🌱 About Dandelion Energy: Dandelion Energy is transforming how homes are heated and cooled—starting from (below) the ground up. As the nation's leading residential geothermal company, we design, install, and maintain all-in-one heating and cooling systems that are cleaner, quieter, and up to 4x more efficient than traditional HVAC, with a focus on large, scaled deployments to large homebuilders. We're an ambitious (and growing) team on a mission to revolutionize home heating. Backed by Google Ventures (GV) and other top tech investors, our end-to-end geothermal solution is breaking the status quo of residential heating and cooling technology, and we're scaling rapidly to meet demand. Whether we're serving national homebuilders or individual homeowners, our mission is the same: to make geothermal the default choice for heating and cooling in the U.S. 📌 About the job As a Driller Helper at Dandelion Energy, you'll have the opportunity to gain hands-on training in different parts of our geothermal field operations. Depending on project needs, you may be focused on supporting drilling rigs, mixing grout and filling bores with grout, or digging trenches and supporting trenching operations. Assignments can shift over time, and you may work exclusively in one area for a period or rotate between them. This flexibility is an important part of the role and a great way to build a diverse skill set for a career in renewable energy construction. 🛠️ Responsibilities • Work outdoors in all weather conditions as part of an active field crew, • Assist with loading/unloading drilling and trenching equipment and materials, • Mix drilling mud and grout, and fill bores with grout, • Support drilling and trenching procedures on the rig and gain training from senior drillers and trenchers, • Dig trenches and support trenching operations, which may include installing HDPE piping and restoring landscapes to rough grade, • Drive company vehicles to and from job sites (requires valid driver's license and safe driving record), • Maintain safe, clean, and orderly work areas on job sites and drilling platforms, • Perform basic equipment checks and routine maintenance, • Learn to operate heavy equipment (excavators, forklifts, grout pumps) as you grow in the role🎯 You will thrive in this role if you:, • Are excited to gain exposure and training across different field tasks (drilling, trenching, or grouting), • Have a strong work ethic, adaptability, and eagerness to learn new skills, • Take pride in contributing to a safe, productive, and high-quality job site, • Are comfortable with physical labor and working outdoors year-round, • Value being part of a collaborative, mission-driven team building a sustainable future✅ Must-haves, • Valid driver's license with a safe driving record that meets company insurance requirements; CDL is a plus, • Personal vehicle and ability/willingness to drive to job sites within approximately 75 miles, • Ability to lift 50 lbs overhead and perform sustained physical labor in all weather conditions, • Positive attitude and readiness to learn new technical skills🌟 Bonus points for:, • Prior experience in drilling, trenching, or construction, • Mechanical, rigging, or welding experience Our team has elevated the profile of geothermal heat pumps nationally, delivered thousands of high-quality installations across the country, and successfully championed electrification-friendly policy at local and federal levels. We're a multidisciplinary, mission-driven team of experts—spanning hardware engineering, HVAC, drilling, solar finance, behavioral economics, and startup operations—united by a shared mission: to make clean, affordable heating and cooling the default for every home. The work is complex, meaningful, and built to scale. We foster a collaborative, fast-paced, and inclusive work culture where cross-functional teamwork, curiosity, and continuous learning are core to how we operate. Our nationwide team is united by a shared passion for sustainability and a commitment to scaling clean, affordable energy solutions that make a real difference. We're driving a wholesale shift in how homes are heated and cooled—join us. 🎁 Benefits & Perks: • Medical (including mental health), dental, vision, and pet insurance, • 401(k) plan, • Commuter benefits, • Generous paid sick leave, vacation, and parental leave, • Learning & development support, including on-the-job training and virtual courses

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: As a Financial Operations intern, you will work with the FP&A team to support enhanced data organization and improvements to strategic financial reporting. This role is ideal for students with strong communication skills and an interest in financial analysis, corporate finance, or operational reporting. The successful applicant will enjoy working in a dynamic, fast-paced environment. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Essential Job Functions for the Internship will include: • Financial operations, • Support improvements to financial reporting processes, focusing on efficiency and data accuracy, • Maintain, organize, and structure key financial datasets used across the Finance organization, • Project management, • Assist with reporting enhancements and process-improvement initiatives, • Collaborate with team members to gather data, validate inputs, and ensure consistency across reporting outputs, • Currently enrolled in a bachelor's program (rising Senior) majoring in Business Administration, Finance, Economics, Operation Management or a related field, • Strong attention to detail with commitment to accuracy, • Proficiency in Excel (functions, pivot tables, dataset manipulation), • Solid analytical and problem-solving skills, • Excellent verbal and written communication skills 8:00am to 5:00pm local office time Working Conditions Professional office environment. Working inside, siting, standing. Will be assigned to a work station. Rate: $20/hour Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We’re crafting the engine that powers a world where people can create ambitiously with AI — without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About This Role: Crusoe is on a mission to accelerate the abundance of energy and intelligence. As a Senior Commercial Operations Analyst, you will play a pivotal role in this mission within the Energy Development Group (EDG) by working to drive analytical rigor, execution, and cross-functional teaming. You will play a key role in supporting a deep pipeline of GW-scale data center projects, including initial site screening, market and deal analysis, partner and customer engagement support, project forecasting, and executive reporting across our Energy Development Group. In other words, you’ll be a key player enabling infrastructure to support high-performance computing and AI workloads, helping Crusoe pioneer reliable, energy-first compute at scale. In this dynamic, high visibility role, you will collaborate across teams including Real Estate, Finance, Pre-Construction, Construction, Legal, Power Infrastructure, Government Affairs, and Cloud. You will support projects across North America and beyond, focusing on enabling industry leading time-to-market and scale and creative energy solutions. You will play a key role in understanding, modelling, and unlocking the industry’s energy demand to catalyze low-carbon baseload power, solar, energy storage, hydro, nuclear, geothermal, and gas + CCS. This position directly impacts Crusoe's mission by enabling opportunities to execute on global-scale climate aligned data center infrastructure. You will collaborate with cross-functional teams, drive deep analyses and models, provide structure and process orchestration, and help shape strategy and execution across EDG. This position is ideal for an analytically-minded professional who thrives in a fast-paced environment and is passionate about making a real-world impact at the cutting edge of AI and clean energy. This role will be on-site at our Denver location, 255 Fillmore Street. What You’ll Be Working On: * Evaluate potential data center sites including energy source evaluation, development potential, and economics * Utilize internal data analytics tools to understand ideal data center sites and markets to diligence, utilizing data around renewable development, gas availability, land parcel buildability * Build detailed economic models integrating across energy sources (incl. grid, gas, storage, geothermal, advanced nuclear, etc.) * Interface and coordinate with groups across the organization incl. real estate, pre construction, infrastructure strategy, design and engineering, finance, regulatory, and Crusoe Cloud * Communicate directly to other developers and IPPs to vet opportunities at early-stages * Aid the team in site due diligence and ad hoc studies to advance opportunities through the pipelines * Create board level presentations and project approval materials to be presented to Crusoe senior management and Board of Directors * Maintain robust reporting and own core commercial processes, including project pipeline, project forecasts, investment committee / spend approval processes, etc. * Track hyperscaler and co-located data center activities, including expansion projects and other commercial developments in the data center industry * Track regulatory updates related to the energy industry and impact on Crusoe’s operations and/or project partners * Track domestic energy infrastructure investments that directly impact Crusoe’s business and potentially create business opportunities * Support the Business Development team with any required Ad Hoc reporting, and aid in sharing information cross-functionally when other teams require Business Development data * Drive the team’s organizational processes, focusing on continuous improvement opportunities What You’ll Bring to the Team: * College degree or equivalent and 4+ years of relevant work experience, energy experience is a plus * Experience in private equity or investment banking highly desired * Advanced proficiency in Microsoft Office, including PowerPoint and Excel * Strong organizational and planning skills * Ability to understand and craft narratives to support business decisions * Self-motivator and able to consistently deliver results under strict time constraints * High attention to detail and the ability to work independently * Proactive and results-oriented; possesses a high level of integrity * Strong interpersonal skills including communicating at various levels of organization, including to senior leadership * Interest in personal growth * Limited travel may be required Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, well-funded technology company * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Employer contributions to HSA accounts * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * 401(k) with a 100% match up to 4% of salary * Generous paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid commuter benefit; $300/month Compensation: Compensation will be paid in the range of $116,000 - $140,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job DescriptionJob Summary: We are seeking a highly analytical and detail-oriented Senior Financial Analyst to be responsible for preparation, coordination, and documentation of financial analysis projects to provide accurate and data-based information on company's profitability and financial strategy. This position will research and analyze financial information to help company management make well-informed decisions, draft reports, and monitor financial movements. About Us At REIC Rentals, we operate as a trusted leader in specialty equipment rental solutions across North America. With over 55 locations, we deliver high-performance equipment and expert support to meet the most demanding challenges. We're growing fast - expanding our reach, enhancing our technology, and continuously innovating to deliver efficient, sustainable, and customized solutions. Our goal is simple: to set new industry standards while ensuring our customers always have the best tools, expertise, and service - wherever and whenever they need it. What you will do: • Consolidate and analyze financial data (budgets, income statement forecasts etc.) considering company's goals and financial standing., • Provide creative alternatives and recommendations to reduce costs and improve financial performance., • Provide business analysis support for various functions of the business including sales and operations., • Assemble and summarize data to structure sophisticated reports on financial status and risks., • Develop financial models, conduct benchmarking, and process analysis., • Conduct business studies on past, future, and comparative performance and develop forecast models., • Identify trends, advise company, and recommend actions based on sound analysis., • Track and determine financial status by analyzing actual results in comparison with forecasts., • Reconcile transactions by comparing and correcting data., • Provide support to financial controllers during Month End Close process, including reconciliation and analysis., • Prepare monthly updates to reporting requirements for the company's lenders., • Gain and update job knowledge to remain informed about novelty in the field., • Consult with management to guide and influence long term and strategic decision making within the broadest scope., • Drive process improvement and policy development initiatives that impact the function., • Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders. What you will bring: • Thorough understanding of Generally Accepted Accounting Principles (GAAP)., • Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis., • Proven working experience as a Finance Analyst, • Proficient in spreadsheets(including, at a minimum, Pivot Tables, "VLOOKUP," "SUM IF" calculations), databases, MS Office, and financial software applications., • Hands on experience with statistical analysis and statistical packages, • Outstanding presentation, reporting, and communication skills, • Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis. Education/Experience: Bachelor's degree in finance, Economics, or related field; 5 to 7 years related experience and/or training; or equivalent combination of education and experience. Certificates and Licenses: A recognized professional accounting qualification is preferred Why Join REIC Rentals? * Comprehensive benefits: Health, Vision, Dental, 401(k) with company match, Paid Life Insurance * Generous PTO + company-paid holidays * Growth-Focused Culture: We empower employees to take initiative and shape their future. * Meaningful Impact: Your results directly fuel our mission of innovation and customer success. * Collaborative Team: Join passionate professionals who support and challenge each other to excel. * Career Development: Ongoing training, mentorship, and advancement opportunities. REIC and all affiliates operate as drug-free environments, which includes marijuana. A pre-employment drug screening that tests for THC and other drugs, as well as a full background check, is required of all newly hired employees. Job Posted by ApplicantPro

Job Description Title Wealth Management Associate Location Denver, Colorado This is a hybrid role located in our Denver office located in Cherry Creek - 250 Fillmore Street, Suite 600. Team members are expected to come into the office three days a week. About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our Denver, Colorado office. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities. Key Result Areas • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence, • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate, • Analyze and evaluate the financial status of clients and prospects, • Participate in 1-4 client or prospect meetings or calls each week, • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns, • Demonstrate critical thinking and good judgment in all situations, • Research and communicate the resolution of complex problems and implement solutions, • Ensure completion of internal projects, • Develop and present financial planning recommendations, including but not limited to, retirement and education projections, • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time, • Demonstrated ability to build mutually beneficial relationships required, • Demonstrated ability to multi-task and prioritize work required, • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines, • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate, • Ability to work in a collaborative team environment required, • One to three years of experience in Wealth Management preferred, • Undergraduate degree or equivalent work experience required, • Education or experience in business, economics, or finance and/or experience working with the public preferred, • Exposure to wealth management or financial services and experience servicing customers preferred, • Series 65 recommended or willingness to obtain upon hiring, • CFP recommended or willingness to obtain within one year Our Vision: To be the trusted partner in medicine, business, and life. Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve. Our Values: ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results. CURIOSITY: We ask and listen, stay curious, and are eager to learn. TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact. INCLUSION: We respect, recognize, and encourage the differences that make us stronger—we are better together. Built ON a … SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. Compensation The base salary will be commensurate with an individual's work experience and educational background. Our Benefits Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified Analysts for our Investments & Portfolio Management team, with a start date of July 2026. The position will be based in Los Angeles or Denver. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation, and, • Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year, • 100% employee-paid healthcare, dental, and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Employee stipend for continuing education and professional development, • 100% employer-paid family leave after one year of employment, family planning and fertility benefits, and access to services for back-up childcare, long-term childcare, pet care, and senior care, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location, • Option to participate in FSA or HSA, • Employer contribution annually to 401(k), • Enjoyment of hosted in-office lunches and social events on a regular basis Compensation: Depending on experience, estimated base salary range: $70-90K, plus annual bonus. Equal Opportunity Employer - Drug-Free Workplace RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description SolRiver Capital () is seeking a Renewable Energy Analyst. This position is for someone motivated to learn, with a head for finance, and passion for renewable energy. Learn more and apply at: ABOUT SOLRIVER CAPITAL SolRiver is a leading renewable energy power-plant owner, operator, and investment manager. Founded in 2016, SolRiver’s passionate team has led us to continuously grow and expand. Today, we operate a national portfolio of utility-scale clean energy projects. With strong financial backing and innovative approaches, SolRiver is on the forefront of the energy transition enabling solar + storage to thrive and compete on a daily-basis with entrenched utility paradigms. A key to our success is a small, talented, hard-working team. Our ethos is an entrepreneurial culture of ownership, problem-solving, and constant improvement. RESPONSIBILITIES The Analyst supports all aspects of energy project investment and management. This includes working with project developers to evaluate new investment opportunities, preparing outreach materials, creating investor presentations, and assisting with business development. Responsibilities include: 1. New Investment Analysis: • Work closely with the executive team and our partners to evaluate new acquisition opportunities., • Learn and build complex energy financial models customized to the unique attributes of each project., • Research new technologies, market data, and changing policy dynamics underlying the project., • Drawing from our investment criteria, run proformas, test economics, and then define terms for project investments. 2. Project Acquisition Coordination: • Support in the origination, negotiation and closing of project finance transactions, including term sheet development and negotiation., • Lead analysis of project details, including reviewing key contracts, revenue strategies, and implementation plans., • Report investment analysis, including conclusions of value and risk, to senior investment team. 3. Create Written Work Product: The ideal candidate is smart, hard-working, resourceful, as well as good at writing, good with excel, and good with people. Said another way: • Proficient with Excel., • Finance experience preferred but not required., • Strong aptitude to learn complex concepts, including tax rules, energy policy, financial structures, and others., • Self-motivated with a high level of initiative and accountability., • Organized, diligent, and able to track and manage multiple streams of information on an ongoing basis., • Ability to multi-task and work in a deadline driven environment., • Excellent verbal, written and interpersonal communication skills. Please apply on our website by sending a cover letter and resume. Any examples of your written work product is also helpful. Do not, however, send long papers you wrote for school. Send short pieces that demonstrate your ability to write clearly and persuasively. Finally, please do not call about your application. Benefits The expected salary for this position, at commencement of employment, is $70,000 and up to $15,000 of bonuses a year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements such as annual bonus, in addition to a full range of medical, dental, vision, life, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an “at-will position” and SolRiver reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, SoLRiver or individual department/team performance, and market factors.

Job DescriptionAbout SugarCRM From the very beginning, SugarCRM had a unique vision: to offer a different kind of customer relationship management (CRM) software. We pioneered a solution that easily adapts to customer needs, and now, more than two decades later, we’re on a mission to help sales teams reach their highest potential. Our diverse team around the world shares a passion for helping customers succeed. Together, we’re building a culture that values personal and professional growth—and we’re proud to be recognized as a Great Place to Work. We care about work/life balance and flexibility for our employees, and we're proud of how we show up for our customers every day. If you're looking to level up your career and help businesses grow better and faster, you’re in the right place. Learn more about SugarCRM careers and how you can be part of our journey. Where You Fit In As the Manager, FP&A, you will play a critical role in enabling data-driven decision-making across the business, partnering with leaders to deliver accurate forecasting and producing presentations for financial and operational reviews. You’ll be responsible for driving efficiency through scalable processes and automation. You’ll work cross-functionally to develop dashboards, performance metrics, and financial models that connect strategic objectives to financial outcomes. The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team. Reporting to the VP of FP&A and engaging directly with senior leadership, you’ll serve as a strategic partner to help to align the finance strategy with the company’s ambitious growth goals. This is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen, system expertise, and collaboration across teams. This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically, working in-office a minimum of 3 days per week.Impact You Will Make in the Role: • Forecasting and Reporting, • Support the quarterly forecasting, annual budgeting, 13-week rolling cash forecast and long-term planning processes., • Design and automate reporting for recurring financial and operational reviews., • Partner with business leaders to define and monitor KPIs, helping teams understand performance drivers., • Build executive-level presentations summarizing trends, performance vs. budget, and strategic insights., • Financial and Operational Analytics, • Develop and maintain models to support long-term strategic and financial planning., • Collaborate cross-functionally to optimize data sources for FP&A (NetSuite, CSI, Adaptive, etc.)., • Create dashboards and data visualizations that track key business metrics such as utilization, revenue and financial dashboards, customer wins/losses, performance vs. budget, scorecards, etc., • Translate financial data into business insights that highlight historic trends, growth opportunities and risks., • .Cross-functional Partnership, • Partner with Sales, Marketing, and Customer Success teams to analyze revenue and customer metrics., • Support strategic initiatives such as pricing analysis, investment prioritization, and profitability studies. What You Will Bring:, • 5+ years of progressive experience in FP&A., • Proven experience in SaaS metrics, business models, and value creation levers., • Experience with financial systems and BI tools., • Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data., • Ability to thrive in a fast-paced, dynamic, and results-oriented environment., • Exceptional communication and presentation skills, with experience presenting to senior management., • Exceptional attention to detail and passion for accurate, high-quality work., • A high sense of urgency, ability to multi-task and work under pressured timelines. #LI-Hybrid 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.

Job Description About Ping Identity: At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it. Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear. While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work. We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management. The Senior Manager, Business Operations Strategy & Analytics plays a critical role in building Ping Identity's unified, intelligence-driven Go-to-Market (GTM) engine. As we scale toward predictable, efficient, and globally harmonized revenue performance, this role serves as a strategic analytics leader—designing, implementing, and operationalizing the data and insights that drive decision-making across Marketing, Sales, Alliances and Channels, and Customer Success. This role requires a blend of deep analytical expertise, GTM systems understanding, and the ability to translate complex insights into actionable recommendations. The Senior Manager is expected to execute as a subject matter expert, influence decisions across departments, and lead high-impact cross-functional initiatives without direct oversight. This individual contributor role is part of the Business Operations team within the Office of the CEO. It is a unique blend of opportunities and responsibilities for a versatile person with a diverse set of skills and interests. You will report to and be mentored by the Vice President, Business Operations. Responsibilities include: • Analyze various financial and operational metrics to measure the effectiveness of the sales and marketing strategic initiatives portfolio from a go-to-market and customer adoption perspective. Identify key trends, root causes, and action plans and drive follow-up and closure of action plans. Analyze growth trends to identify value capture opportunities, • Develop new OKRs and KPIs and work with cross-functional stakeholders to implement continuous optimization plans, • Work with cross-functional stakeholders and represent Business Operations in the annual planning process to develop key financial targets and cross-Ping performance metrics., • Lead GTM data related projects and initiatives independently and manage stakeholder expectations, • Translate analytical findings into strategic narratives that influence senior leadership alignment and investment decisions., • Partner with systems and engineering teams to deploy and enhance AI-driven analytics, predictive forecasting, and prescriptive insights., • 8+ years of experience in an analytical role; familiarity with enterprise software or Cloud technology industry a plus, • Strong quantitative reasoning and analytical capabilities, translating insights into actionable strategies and business cases., • Proven ability to lead cross-functional programs, influence senior stakeholders, and drive initiatives through ambiguity., • Degree in business, economics, or other analytical concentration, • Experience designing sales models, dashboards, and insights that improve forecast accuracy and GTM efficiency., • Exceptional communication skills, capable of presenting insights to executives and large cross-functional groups., • Experience working with clients or customers, meeting facilitation and white boarding Life at Ping: We believe in and facilitate a flexible, collaborative work environment. We're growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that's who we want to succeed with every day. Here are just a few of the things that make Ping special: • A company culture that empowers you to do your best work., • Employee Resource Groups that create a sense of belonging for everyone., • Regular company and team bonding events., • Competitive benefits and perks., • Generous PTO & Holiday Schedule, • Parental Leave, • Progressive Healthcare Options, • Retirement Programs, • Opportunity for Education Reimbursement We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Job Description Market President Location: Denver Metro Job Type: Full Time Exempt Salary: $183,000 - $274,500 Applications should be submitted for consideration no later 12/28/2025. Who We're Looking For You're a strategic and growth-minded leader with a passion for building high-performing teams and making an impact in the community. You're not looking to step into a well-worn path—you're looking to create one. First Western Trust is growing and expanding our footprint across our markets, and we're seeking entrepreneurial professionals who want to take advantage of a unique opportunity: to shape something new from the ground up. If you're energized by the idea of leading a market, mentoring financial professionals, and owning the business plan—this role is for you. About the Role As Market President, you'll be accountable for driving sales, market growth, and financial performance across a multi-disciplinary team. You'll oversee all aspects of your market, from executing the corporate business plan to ensuring top-tier client satisfaction and community involvement. You'll lead local initiatives, coach your team, and collaborate across departments to deepen client relationships and elevate First Western's presence in your community. This is a leadership role where you can directly shape the future of your market and organization. What You'll Do • Lead and execute the corporate business plan to drive market growth, profitability, and client satisfaction., • Build and manage a high-performing team of bankers, relationship managers, trust officers, wealth advisors, portfolio managers, and support staff., • Develop and implement local sales and marketing strategies to meet corporate goals., • Represent the bank at community events and with local organizations, enhancing brand presence., • Own the market's customer acquisition and retention strategy, ensuring consistent, exceptional service., • Partner with product group associates to deliver integrated financial solutions., • Oversee lending and deposit production for yourself and your team., • Act as the key leader at client-facing functions and corporate initiatives within your market. What You Bring • Bachelor's degree or equivalent work experience required; degree in Finance, Economics, or Business preferred., • 7–10 years of experience in Lending or Wealth Management, with strong underwriting knowledge., • 1–3 years of supervisory experience in financial services., • Proven leadership ability to manage teams and drive results in a client-focused environment., • Strong interpersonal and communication skills, both written and verbal., • Exceptional organizational, multitasking, and prioritization abilities., • NMLS certification required upon hire. What We Offer • Competitive base salary: [$183,000 - $274,500], plus strong bonus potential., • 401(k) plan with employer match., • Paid parking and transportation benefits., • Comprehensive health and wellness benefits, including:, • Health savings accounts (HSA), • Flexible spending accounts (FSA), • Medical, dental, and vision coverage, • Generous paid time off and bank holidays., • Access to training and professional development programs., • Sponsorship and support for obtaining professional certifications., • A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: • Demand and reward excellence., • Take action and responsibility., • Collaborate, communicate openly, and give/receive feedback with trust. Learn more at myfw.com or email . Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact .

Job DescriptionMarcus & Millichap is looking for a Financial Analyst to be part of the Self-Storage team in the Denver Office. The team is a leader in the self-storage industry, committed to delivering excellence through financial integrity, strategic growth, and data-driven decision-making. The ideal candidate would be a highly motivated individual with a strong work ethic and analytical problem-solving skills who can add value to our dynamic team.Job Responsibilities • Analyze financial data, trends, and performance metrics specific to the self-storage industry to provide insights and recommendations., • Assist in budgeting, forecasting, and financial planning processes, including revenue optimization for storage unit occupancy., • Develop financial models to support business decisions related to pricing strategies, expansion, and operational efficiencies., • Prepare reports, dashboards, and presentations for senior management with a focus on self-storage market trends., • Conduct variance analysis to identify trends, financial risks, and opportunities within the self-storage sector., • Collaborate with cross-functional teams to optimize financial performance and drive growth in storage unit occupancy and revenue., • Ensure compliance with financial regulations and company policies., • Underwrite self-storage assets using Excel, • Analyze, review, and interpret real estate source documents, including operating statements, rent rolls, budgets, loan documents, operating statements, leases, and other due diligence material, • Research market conditions in support of financial underwriting assumptions, • Ability to play a role in presenting with lead broker in a formal client setting to audiences with a wide range of financial acumen, • Compile and present the results of analyses and effectively address questions, • Communicate directly with capital markets professionals, asset managers, leasing brokers, property managers and clients, • Research and comprehend rent and sales comparables using Co-Star as part of the valuation process with an ability to make cold calls to gather necessary informationQualifications & Skills, • Bachelor's degree in Finance, Accounting, Economics, or a related field, • 2+ years of experience in financial analysis or a related role, preferably in real estate, • Strong analytical and problem-solving skills, • High level of proficiency in Microsoft Excel is a must, • Ability to work independently and in a team environment, • Proven experience in the valuation of income-producing properties, • Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry, • Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously, • Decision-making capability with thorough understanding of procedures, company policies, and business practices to achieve general results and client-drive expectations and deadlines, • Excellent written and verbal communication skills with strong attention to detail, • Process oriented and organized self-starter with sharp focus on details with an awareness of the bigger picture

Job Description Job Summary The Analyst position will have the opportunity to be involved in every stage of the finance process, including underwriting, market research, property inspections, loan sizing, term sheet negotiation, and closing. This position requires working in a high-energy, team-focused environment that has the potential to transition into a mortgage banking role in 12-24 months. Slatt Capital is a long-standing, privately held, and respected institution with more than 54 years of experience in commercial mortgage banking. It has a diverse correspondent network with several of the country's most prestigious lenders, providing custom-tailored solutions for borrowers' needs. Description: • Prepare loan sizers for financing assignments, including research, financial modeling, borrower credit review, and loan briefs for lender review. Conduct property inspections as needed., • Assist Mortgage Bankers in shopping loan opportunities with lenders., • Manage the due diligence process with internal and external parties working through each transaction's marketing and closing process—timely and professional interaction with team members, borrowers, lenders, and third-party service providers., • Must understand and review real estate documents (leases, loan documents, third-party reports) to understand lender security and analyze risk., • Participate in weekly meetings with Closing and Production professionals to discuss deal flow, deadlines, lenders, and new clients., • Help maintain the Salesforce database for managing lenders, loan quotes, and deals., • 2-3 Years of prior Analyst experience in underwriting and closing commercial real estate loans., • Bachelor's degree in Real Estate, Accounting, Economics, or other similar major., • Strong Excel skills required, • Excellent oral and written communication skills., • Ability to work independently and collaboratively.

Job Description POSITION OVERVIEW The Senior FP&A Analyst will play a critical part in driving strategic business decisions, financial planning, and operational excellence across the organization. To be successful in this role, the Senior FP&A Analyst must be a critical thinker, skilled communicator, and collaborative partner who can deliver clear financial insights to both finance and non-finance stakeholders. ESSENTIAL FUNCTIONS Strategic Business Support • Support strategic initiatives such as pricing, go-to-market investments, and capital allocation decisions with thoughtful analytics., • Conduct scenario modeling and sensitivity analysis to evaluate business opportunities., • Serve as a thought partner to leadership, recommending strategies to improve profitability and efficiency. Core Financial Planning & Analysis, • Support monthly, quarterly, and annual financial planning, forecasting, and budgeting processes., • Partner with business leaders to translate strategic initiatives into financial outcomes., • Develop and maintain proforma financial models that support business strategy and decision-making. Reporting & Performance Management, • Provide variance analysis and strategic insights against budgets, forecasts, and prior periods., • Regularly review KPIs, highlighting trends and actionable insights., • Support internal partners with improving the accuracy and integrity of financial data and reporting systems., • Leverage BI tools (e.g., Power BI, Tableau, Looker) to deliver dynamic dashboards and analytics. Cross-Functional Collaboration, • Partner with Accounting to ensure financials align with business performance., • Assist Product, Sales, and Operations to forecast revenue, expenses, and headcount. SKILLS & QUALIFICATIONS Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 5+ years of progressive experience in FP&A, corporate finance, or related field. Advanced Excel and financial modeling skills, with strong attention to detail. Experience with financial planning tools and BI platforms such as Power BI, Tableau, etc. Strong business acumen with the ability to connect financial insights to strategic objectives. Excellent communication and presentation skills, with the ability to convey complex concepts to executive and non-financial stakeholders. Proven ability to work collaboratively across functions and influence decision-making. Self-starter with a continuous improvement mindset and the ability to thrive in a fast-paced environment. Ability to work in office full time with Denver based leadership team. PAY RANGE & DESCRIPTION This position will be based full-time out of our FRONTSTEPS' Denver, CO headquarters and pays an annual salary of $90,000 - $125,000. Benefits include the following: · Medical, Dental, and Vision · Company-sponsored Life Insurance · Voluntary Short-Term Disability, Long-Term Disability, and Life Insurance · FSA/HSA · Paid Time Off · Sick Time · Paid covered employee parking · Internet Reimbursement · 401k match FRONTSTEPS is proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, protected veteran status, or disability status. Powered by JazzHR RU5T6wFS8s

Job Description About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. The Role StarRez, Inc. is seeking a Senior Revenue Financial Analyst to join our Finance team. In this role, you will be responsible for revenue and topline metric reporting, including Annual Recurring Revenue (ARR), retention, churn, and bookings. You will also assist with revenue forecasting and support governance of reporting policies and standards. As a Senior Revenue Financial Analyst, you will partner closely with Go-To-Market (GTM) and Customer Operations teams to deliver budget vs. actual (BvA) reporting, scenario modeling, and insights that improve decision-making. The successful candidate will provide a unique opportunity to strengthen StarRez's forecasting and reporting capabilities while enhancing governance and consistency across Finance and Operations. Location: Hybrid – CO | 6100 Greenwood Plaza Blvd. Greenwood Village, Colorado 80111 | 3–4 days a week What You Will Own • Lead the preparation, tracking, and reporting of ARR, bookings, and other topline SaaS metrics on a monthly or more frequent basis., • Apply judgment and analytical rigor to validate the accuracy of bookings and ARR reporting, ensuring alignment with contractual terms and revenue policies., • Assist with the implementation and communication of reporting governance standards., • Partner with Sales, Customer Success, and Professional Services to provide revenue reporting, BvA analysis, and scenario modeling., • Leverage AI-powered tools and emerging technologies to enhance reporting, forecasting accuracy, and efficiency., • Provide recurring and ad-hoc analysis of revenue performance, risks, and opportunities., • Collaborate effectively across global departments to ensure accurate reporting and improve reporting processes, automation, and consistency., • Assist in preparing monthly presentation materials for leadership, collaborating with Accounting and Business Intelligence to ensure organizational alignment., • Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related field., • 3+ years of experience in financial analysis, revenue reporting, or FP&A at a SaaS software company., • Strong skills in Excel and financial modeling., • In-depth understanding of SaaS metrics (ARR, NRR, churn, retention, etc.)., • Experience with forecasting processes and variance analysis., • Experience using Salesforce or another enterprise CRM platform., • MBA or relevant master's degree., • Familiarity with BI or dashboarding tools (Tableau, Domo, or similar)., • Experience automating reporting and processes in Excel or other software., • Exposure to revenue reporting and governance initiatives., • Experience preparing presentations for leadership., • Strong communicator with excellent organizational skills and the ability to manage multiple projects and deadlines.

Job DescriptionSingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement.Responsibilities • Performs schedule computations of accruals, property and equipment, and calculates depreciation expense., • Works effectively within given budgetary parameters., • Prepares income tax returns for corporations, partnerships, and individuals, including federal and state tax returns for multi-state companies and consolidated returns for affiliated groups., • Conducts tax research to ensure compliance with tax law., • Assist supervisors and partners with various tax analysis and issues, • Creating spreadsheets to analyze tax issues, • Prepare and calculate tax depreciation expenses, • Record transactions in tax basis trial balances as neededQualifications, • Bachelor’s degree (or foreign equivalent) in Accounting, Business, Business Management, Economics, Finance or in a closely related field., • Either hold a current and valid CPA’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam., • Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner., • Well-rounded knowledge of accounting principles and personal and entity level income tax., • Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15 and August 1 to October 15, likely in excess of 55 hours per week., • At least two year of work experience in public accounting or in a closely related occupation., • Experience in preparing individual tax returns for clients., • Experience filing corporate tax returns for LLC, S-Corporation, C-Corporation, and Non-profits., • Knowledge of CCH Axcess, iChannel and SurePrep are preferred.This is an exempt position. SingerLewak is an affirmative action-equal opportunity employer and 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, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals The Loan Agency Assignments & Intake Team Operations Analyst I works in SRSA's Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a point of contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management. This is a hybrid position based in Denver, CO, or Minneapolis, MN. The hourly rate for this position ranges from $26.62 to $31.97 ($ 55,375 to $ 66,500), depending on the experience level. Primary Responsibilities • Review and process assignments in compliance with loan documents to ensure timely and accurate processing., • Solicit, track, and process lender Administrative Details and Tax Forms., • Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions., • Complete all audit confirmations., • Respond to inquiries regarding assignments and document intake., • Provide support to internal and external users for SRS Acquiom platforms., • Comprehend internal processes and procedures while maintaining internal controls., • Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience., • Research and resolve issues related to administration and client service in connection with assigned tasks., • Use judgment, interpretation, and problem-solving to understand loan-related information., • Professionally communicate and collaborate with internal groups and external clients by phone and email., • Perform data entry in the loan system and Microsoft Excel., • Provide coverage and support to the team when needed., • Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required., • 1+ years of work experience in finance, loan agency, or bank operations., • Understanding of syndicated and bilateral loans preferred., • Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts., • Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently., • Deadline-driven and highly organized with exceptional attention to detail., • Proven problem-solving and analytical skills., • Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach., • Proven ability to collaborate with management and team members to align goals and complete all tasks., • Demonstrate integrity in the day-to-day administration of duties and all interactions with internal and external parties., • Experience with Clearpar is a plus., • Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel., • Positive attitude, • Collaborative, • Operates with the highest integrity and attention to detail, • Self-motivated, • Ability to prioritize and multitask, • Must be able to work on-site in Denver or Minneapolis in a hybrid schedule., • Work demands may require more than 40 hours a week., • Ability to work in a fast-paced environment and juggle multiple priorities. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Job DescriptionTHIS IS A FULLY REMOTE ROLE Job Summary: We are seeking a highly skilled and strategic Finance Director to oversee our organization's financial operations. The position reports directly to the CEO. The Finance Director will be responsible for financial planning, risk management, record-keeping, and reporting. This role requires a strong analytical mindset, leadership capabilities, and expertise in financial regulations and business operations. Key Responsibilities: • Manage the entire Finance Department and team., • Develop and implement financial strategies to support business goals., • Oversee budgeting, forecasting, and financial planning processes., • Ensure compliance with financial regulations, tax laws, and company policies., • Analyze financial data and provide recommendations for improvement., • Manage cash flow, investments, and financial risks., • Lead and mentor the finance team, fostering a high-performance culture., • Prepare accurate and timely financial reports for senior management and stakeholders., • Collaborate with other departments to align financial planning with operational goals., • Liaise with external auditors, banks, and regulatory agencies.Qualifications & Requirements:, • Bachelor’s degree in finance, Accounting, Economics, or a related field (Master’s preferred)., • CPA, CFA, or equivalent professional certification preferred., • Proven experience in financial leadership roles with companies over $20M.., • Strong knowledge of financial management, reporting, and compliance., • Experience with commission strategies., • Excellent analytical, strategic thinking, and problem-solving skills., • Proficiency in financial software and ERP systems., • Strong leadership and communication abilities., • Ability to work under pressure and meet deadlines.Benefits:, • Competitive salary and bonus potential., • Comprehensive health, dental, and retirement benefits., • Generous PTO policy., • Professional development and career advancement opportunities. If you are a results-driven finance professional with a passion for strategic financial management, we invite you to apply for the Finance Director position and contribute to our organization's success. Powered by JazzHR iHiXpzxLHw

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We're excited to share this role on the Business Intelligence Team which is part of the larger Finance organization. Reporting to and working in close collaboration with the Vice President of Strategy & Analytics as part of the dynamic team that reports business results, informs strategic action, and implements special projects at a fast-pace growing mid-sized company. The scope of the Business Intelligence team includes: • Reporting and Data Visualization. We design and architect the front-end for compelling, best-in-class data visualization solutions that support Client Service, Sales, Finance, Senior Leadership, and the Board., • Strategic Analytics. We conduct detailed analysis to answer strategic business questions like understanding variations in Advisor productivity and Sales results, developing insights around client retention, measuring channel opportunity and supporting our Partner Development team as they evaluate prospective M&A opportunities. This person should demonstrate analytical skills when partnering with business owners by sharing recommendations and solutions., • Data Integration. We combine data from a variety of sources and business areas; leveraging custom data pipelines (Python, SQL, etc.) to extract, transform, and load to our data warehouse. The BI team has a culture of collaborating to drive continuous reliability and automation enhancements in our reporting processes. Team members are "full-stack" BI developers by creating our own ETL jobs and loading tables in addition to creating reports and analyses. Essential Job Functions for this role include: The Senior Analyst, Management & Performance Analytics, will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement. The portfolio of projects is anticipated to initially include: • Wealth Advisor Performance – Provide an integrated suite of performance metrics and incentive compensation reporting to an Advisory organization of 350+ Wealth Advisors., • Create a unified experience in Power BI for Advisors at varying levels of leadership to understand their individual and team results. Drive the creation of a consumer-friendly catalog of key reports, and definitions for the respective metrics they display., • Integrate a set of driver metrics from varying sources that ultimately lead to improving revenue retention and growth in our client relationships. Own and enhance the presentation of these metrics to provide insight to leaders and individual advisors so we can improve net retention in a proactive manner. Create tools that support enhanced capture of Share of Wallet from our clients., • Collaborate with executive leadership, including the SVP, Wealth Operations and Experience, Executive Managing Directors, and VP of Compensation as they analyze performance and create enhancements to metrics and incentive programs in the future., • Client Service Operational Performance – Collaborate with Head of Client Service to deliver continuous productivity improvement and exceed client expectations., • Develop data sources, metrics, and dashboards that enable client service to understand performance and ensure SLAs are met., • Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction., • Power BI Enablement – Serve as expert resource for all things Power BI—guiding stakeholders, troubleshooting complex issues efficiently, and mentoring team members., • Power BI rockstar who can deliver compelling reports and make it look easy, up-leveling our ability to deliver reporting to a broad range of audiences., • Ensure our production reporting is a trusted resource for end users through standards, consistency, and performance optimization., • Drive our Wealth Management Data & Reporting Advisory Board. Key technologies today are Orion, Salesforce, Power BI, Azure Synapse, Python, and Microsoft Office. Knowledge, Skills, and Abilities: • 4 – 10 years of data analytics, statistics, and/or reporting experience, • Bachelor's degree from a selective, accredited institution required (with preference to the fields of Business, Economics, Accounting, Finance, or STEM disciplines), • Successful completion of analytic coursework (e.g., economics, mathematics, physical sciences), • Results-oriented with proven ability to thrive in a fast-paced team environment, • Self-motivated and proactive with aptitude for critical thinking and problem solving, • Exceptional and persuasive communicator and facilitator with the ability to effectively interface with executive management, • Shows flexibility and adaptability in an environment with rapidly changing business and technology needs, • Curiosity to learn new skills and eagerness to form new relationships, • Expert level with Power BI. Proficiency with SQL, Python, Excel, PowerPoint. Salesforce experience preferred. Work Schedule: Daytime and evening hours as needed. Working Conditions: Professional office environment. Working inside. Standing and sitting. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Overview The Cowley Group (TCG) is growing, and we’re excited to welcome an Investment Banking Analyst to our team! At TCG, people come first. We’re an experienced, collaborative, and hardworking group that believes the best ideas come when every voice is heard. Our culture is fast-moving, supportive, and built on helping each team member grow and succeed. Your Role and Development As a full-time Analyst, you’ll play a key role in the execution of client engagements, working directly with senior professionals to deliver strategic and financial advisory services. You’ll contribute across all stages of the M&A process—from initial analysis and valuation to due diligence and transaction execution. This role offers a hybrid work environment, competitive compensation, and meaningful exposure to leadership, clients, and complex deal dynamics. TCG is committed to your professional development and provides a strong foundation for advancement within the firm. Key Responsibilities • Support the execution of M&A and strategic advisory engagements, including valuation, financial analysis, and industry research., • Build, maintain, and interpret complex financial models to assess company performance, value creation, and transaction opportunities., • Prepare detailed presentation materials, pitch decks, market analyses, and client deliverables that effectively communicate insights and recommendations., • Participate in due diligence processes and contribute to the preparation of transaction documentation., • Conduct research on market trends, industry developments, and competitive landscapes to support strategic decision-making., • Collaborate with internal teams and senior leadership to drive high-quality results in a fast-paced, client-focused environment., • Execute special projects and ad hoc analyses that support strategic initiatives and firm growth., • Undergraduate degree from class of 2025 or prior; excellent academic record and a demonstrated interest in finance through previous work experience and/or coursework., • 1–2 years of relevant experience in investment banking, corporate finance, consulting, or a related field (exceptional new graduates will be considered)., • Strong proficiency in Excel financial modeling, PowerPoint, and the broader Microsoft Suite., • Excellent analytical, quantitative, and problem-solving skills., • Exceptional written and verbal communication abilities., • Highly organized, detail-oriented, and able to manage multiple priorities effectively., • Bachelor’s degree in finance, accounting, economics, or a related discipline. The Cowley Group (TCG) is an M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We combine institutional rigor with a boutique-level partnership to help clients achieve clarity, momentum, and long-term success. Our work spans three core verticals: • Sell-Side M&A Advisory, • Growth & Value Creation Other • Base salary of $85,000 + competitive annual bonus, • TCG is open to considering candidates outside of our core locations (Denver, CO; New York, NY) for a remote role, with expected ~1x/month travel.Company DescriptionThe Cowley Group (TCG) is an M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We combine institutional rigor with a boutique-level partnership to help clients achieve clarity, momentum, and long-term success. Through deep industry expertise and a hands-on approach, TCG helps clients thoughtfully prepare for the future. Our work spans three core verticals: -\tSell-Side M&A Advisory -\tGrowth & Value Creation -\tValuation & Perpetuation Planning At TCG, people come first. We’re an experienced, collaborative, and hardworking group that believes the best ideas come when every voice is heard. Our culture is fast-moving, supportive, and built on helping each team member grow and succeed.The Cowley Group (TCG) is an M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We combine institutional rigor with a boutique-level partnership to help clients achieve clarity, momentum, and long-term success. Through deep industry expertise and a hands-on approach, TCG helps clients thoughtfully prepare for the future.\r\n\r\nOur work spans three core verticals:\r\n•\tSell-Side M&A Advisory\r\n•\tGrowth & Value Creation\r\n•\tValuation & Perpetuation Planning\r\n\r\nAt TCG, people come first. We’re an experienced, collaborative, and hardworking group that believes the best ideas come when every voice is heard. Our culture is fast-moving, supportive, and built on helping each team member grow and succeed.

Job DescriptionPosition: Senior Financial AnalystLocation: Remote (Denver Area preferred) Salary: $85K - $95K base salary + bonus About the Organization We are a faith-based nonprofit organization devoted to helping people grow through meaningful service, community, and care. Our team combines professional excellence with a shared mission to make a lasting impact. About the RoleWe are seeking a highly skilled Senior Financial Analyst to lead and enhance our organization’s financial planning, budgeting, and forecasting processes. This role plays a critical part in providing actionable financial insights that guide strategic decision-making and support the organization’s growth. The Senior Financial Analyst will collaborate closely with executive leadership, including the COO and Controller, as well as department leaders, to ensure financial plans align with organizational priorities.This role offers the opportunity to influence and improve financial processes, reporting, and software platform integration as the organization positions itself for significant growth.Key Responsibilities Financial Planning & Budgeting • Lead and support the development of annual budgets, partnering with department leaders to establish realistic and effective budgets., • Monitor budget performance, analyze variances, and provide guidance to ensure financial discipline across departments., • Build and maintain financial models to support long-term planning and scenario analysis.Forecasting, • Prepare and update regular financial forecasts based on actual results, market trends, and organizational priorities., • Provide actionable insights on key financial drivers, including revenue, expenses, and cash flow., • Collaborate with leadership to adjust forecasts as needed to align with strategic objectives.Analysis & Reporting, • Conduct in-depth financial analyses to support decision-making around programs, personnel, and investments., • Prepare reports and dashboards for leadership and the Board of Directors, highlighting key insights and recommendations., • Track financial metrics and trends to identify opportunities for efficiency and growth.Strategic & Operational Support, • Provide financial modeling and analysis to support organizational strategy, initiatives, and projects., • Identify potential financial risks and recommend mitigation strategies., • Ensure adherence to financial policies, procedures, and regulatory requirements., • Continuously evaluate and enhance budgeting, forecasting, and planning processes., • Implement best practices in financial modeling, reporting, and analytics., • Stay informed on industry trends and financial best practices to inform planning activities.Collaboration & Communication, • Work closely with cross-functional teams to ensure financial alignment across the organization., • Train and support department leaders in budgeting, forecasting, and financial best practices., • Present complex financial information in a clear and actionable way for non-financial stakeholders.Education & Experience, • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or Master’s preferred, • 4 - 6+ years of experience in financial planning, budgeting, forecasting, or analysis, • Proficiency with financial analysis tools, software, and modeling techniques (e.g., Excel, FP&A software), • Experience managing multiple priorities in a fast-paced environment, • Nonprofit finance experience is a plus but not requiredBenefits, • Competitive base salary ($85K - $95K DOE), • Annual performance bonus (based on organizational performance), • 75% employer-paid health and wellness coverage, • 403(b) retirement plan with 7% employer match, • Very generous PTO, • Two annual company rest weeks (one week around July 4th, and two weeks during Christmas and New Years), • $2,500 annually for professional development, • $2,000 annual for professional certifications, • $5,250 annually for tuition reimbursement, • $1,500 grant for a home office set-up, to be spent within the first year So, if you're interested in joining a faith-based start-up in the nonprofit space, with a mission and a vision to see lives changed, apply today!

Job Description Job Description: FP&A Manager Job Title: FP&A Manager Department: Finance Reports To: Chief Financial Officer (CFO) Location: Denver, CO Employment Status: Full-Time / Exempt Job Summary: The FP&A Manager plays a pivotal role in guiding the financial strategy of the organization. This position is responsible for leading budgeting, forecasting, and financial analysis efforts, providing actionable insights to senior leadership, and supporting strategic decision-making across departments. Key Responsibilities: Financial Analysis & Forecasting • Lead the annual budgeting process and develop rolling forecasts., • Collaborate with department heads to align financial plans with business goals., • Develop financial models to support strategic initiatives such as market expansion, capital investments, and product launches., • Provide insights into profitability, cost control, and operational efficiency. Strategic Planning Support • Partner with executive leadership to inform long-term strategic planning., • Support scenario modeling and investment analysis for business growth. Performance Monitoring • Track financial and operational KPIs across business units., • Identify risks and opportunities and recommend corrective actions. Team Leadership • Manage and mentor FP&A analysts and senior analysts., • Foster a culture of continuous improvement and professional development. Stakeholder Collaboration • Work cross-functionally with operations, sales, marketing, and HR to ensure financial alignment., • Act as a financial advisor to senior management on resource allocation and cost optimization. Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)., • 7+ years of experience in FP&A or corporate finance, including team leadership., • Advanced proficiency in Excel, financial modeling, and business intelligence tools., • Strong understanding of GAAP and financial reporting standards., • Excellent communication and interpersonal skills. Preferred Skills: • Experience with ERP systems and financial planning software., • Ability to manage multiple priorities in a fast-paced environment., • Strategic mindset with attention to detail and analytical rigor. Performance Metrics: • Accuracy and timeliness of forecasts and reports., • Budget adherence and variance resolution., • Stakeholder satisfaction and cross-functional collaboration., • Team development and retention.

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny. Working at Klaviyo At Klaviyo, we're building technology that empowers creators, entrepreneurs, and businesses of all sizes. Our team is collaborative, curious, and committed to growth—both for our customers and ourselves. About the Role We're looking for a strategic and analytical Senior Manager of GTM Incentive Compensation Design to help shape the future of Klaviyo's global sales compensation programs. In this high-impact role, you'll partner closely with GTM leadership, Sales Operations, Finance, HR, and Systems teams to design, model, and implement compensation programs that motivate performance and support predictable, scalable growth. You'll own the end-to-end incentive design process, applying strong analytical skills, industry best practices, and AI-driven insights to guide compensation strategy across our field-facing teams. This is an exciting opportunity for a compensation leader who thrives at the intersection of strategy, analytics, and operational excellence. How You'll Make an ImpactCompensation Strategy & Design • Design incentive programs that drive high performance and align to Klaviyo's strategic goals., • Lead annual and ongoing plan design cycles, incorporating market insights, financial modeling, and cross-functional feedback., • Build cost models and scenario analyses to evaluate plan performance and guide leadership decisions., • Use AI/ML to support predictive analysis, trend identification, and plan optimization., • Deliver clear dashboards and insights to measure sales effectiveness and compensation program impact., • Manage the ongoing administration of incentive plans, including policy alignment, crediting logic, and dispute resolution., • Serve as business advisor and subject matter expert for Xactly and ICM design—reviewing configuration, defining rules, and supporting UAT., • Act as a trusted advisor to Sales and GTM leadership, communicating plan design, performance, and trade-offs., • Enable Sales Leaders and frontline teams through training, documentation, and transparent communication., • Identify opportunities to automate, streamline, and enhance end-to-end compensation workflows., • Leverage AI and modern tools to reduce manual effort and improve accuracy, insights, and scalability., • Elevate compensation policies, processes, and system capabilities to support high-growth GTM motions., • Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.What You Bring, • 7+ years of experience in Sales Compensation, ideally within SaaS or technology GTM organizations., • 3+ years building compensation models, dashboards, or multi-source analytics., • Strong analytical and problem-solving skills with the ability to influence senior stakeholders., • Experience with Xactly or other ICM systems; Salesforce, Google Suite, and Excel proficiency required; SQL familiarity is a plus., • Experience applying AI/ML for analysis, forecasting, or process optimization., • Comfortable navigating ambiguity and driving clarity in fast-paced environments., • Excellent communication, prioritization, and project management abilities., • Bachelor's degree in Business, Finance, Accounting, Math, Economics, or related field (or equivalent experience). Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$152,000—$228,000 USD Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee the preparation of valuations of all types including equity valuations, purchase-price allocations, goodwill impairment analyses and valuation in compliance with ASC 718, ASC 805, ASC 350, ASC 360 and ASC 820., • Participate in purchase price allocations, goodwill impairment measurement, international restructurings, solvency opinions, and fairness opinions., • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models., • Oversee and coach Managers to ensure knowledge sharing with the staff and seniors to develop more in-depth knowledge of Valuation concepts., • In-depth understanding of complex purchase price allocations (ASC 805) and modeling to allow for coaching of Managers., • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Lead complex update client meetings and/or calls independently in accordance with the project plan., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Oversee a managed book of $1,700,000 in revenue., • Support Firm initiatives and development opportunities., • Strong working knowledge of Valuation Concepts., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Professional Designation (CFA, ASA or ABV) required., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job DescriptionROLE OVERVIEW The Director, Project Finance, will be responsible for work on construction/term debt and tax equity transactions for renewable energy projects, supporting the Project Finance team on multiple transactions. The Director will also be responsible for managing at least one Associate and collaborating with team members across departments such as development, construction and legal to improve deal velocity and transaction efficiency. The primary responsibility of the role is to drive Pivot Energy’s project financing efforts by maintaining relationships with capital providers and liaising between internal departments and external stakeholders such as financiers and consultants. The Director will be responsible for the following items, among others, and will be provided with the tools and resources to succeed and grow within the role. This position will provide an opportunity to gain experience in complex financing transactionsPRIMARY RESPONSIBILITIES • Lead diligence and documentation efforts to facilitate an organized financing process while communicating pertinent information to internal and external stakeholders, • Manage a deal team responsible for due diligence, modeling, documentation, closing, and funding transactions to meet established timelines and company goals, • Work with Project Finance Managers to conduct comprehensive due diligence reviews, highlighting potential risks and formulating mitigation strategies, • Provide development, acquisition, construction, asset management, and SunCentral teams with advice on financing terms to assist in the origination, acquisition, construction, and operations of new projects, • Support the Senior Director in reporting on transaction status, risks, and benefits to management, • Represent the Project Finance team on internal project teams and discussionsREQUIRED COMPETENCIES, • Minimum 4 to 6+ years of experience in project finance, investment banking, M&A, or similar position, • Positive attitude and ability to enhance the company’s reputation through interpersonal interactions, • Experience supporting the structuring, negotiating, and executing debt or equity transactions, • Experience managing or supporting internal deal teams as well as external consultants and lawyers to a deadline, • Experience managing and developing junior employees, • Ability to negotiate and interpret financing agreements and other project agreements, • Capable of handling high-pressure, time-sensitive deadlines typical of a transaction-based environment, • Extensive knowledge and capabilities to work in Microsoft Excel, Word, and PowerPoint, • Comprehensive understanding of Microsoft Excel-based financial modeling, • Excellent communication skills, • Proven ability to create and document operational or technical processes and workflows that are scalable for departmental and organizational growthPREFERRED COMPETENCIES, • Master’s or other advanced degree in finance, economics or related field, • Experience in negotiation and/or closing debt and tax equity structures, • Experience with Smartsheet 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.

The Center for the Advancement of Data and Research in Economics (CADRE) supports data and computationally intensive research and analytics for staff in the Economic Research division of the Federal Reserve Bank of Kansas City and across the Federal Reserve System. These additional screenings would

Job DescriptionRCLCO, a national leader in providing strategic economic guidance to the real estate industry, seeks qualified Interns for summer of 2026.RCLCO is recognized as the leading independent knowledge solutions provider to the real estate industry. Founded in 1967, RCLCO is a pioneer in bridging market and financial feasibility, consumer research, and industry intelligence. Our professionals are widely respected for their ability to assess economic and market directions, and to translate these trends into project concepts and financial guidance. Interns join our team as junior consultants to gain unmatched experience in real estate analytics and exposure to the industry. Intern team members may be invited to stay at RCLCO to advance their careers in real estate consulting, or may eventually pursue other career or educational opportunities; our Interns have gone on to successful careers in real estate development, private equity, banking, investment, and public policy.Interns work directly with project managers and senior firm leadership to provide foundational support for RCLCO's market research, financial and statistical analyses, and professional reports and client presentations.Key responsibilities include: • Organize data, analyze trends, and construct financial and statistical models by employing existing RCLCO methodologies and/or developing new approaches;, • Conduct primary and secondary economic, demographic, and real estate research;, • Prepare reports and presentations to communicate key findings and recommendations to clients;, • Provide analytical support in client meetings and presentations;, • Support business development and intellectual property initiatives.Qualifications:, • Entering senior year of an undergraduate or graduate degree program in economics, finance, real estate, urban studies or planning, architecture, human geography, political science, or other liberal arts disciplines with demonstrated experience of quantitative and qualitative analysis;, • Strong academic record;, • Passion for analysis, ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy;, • High levels of proficiency with Microsoft Excel, PowerPoint, and Word, and in conducting internet research;, • Excellent written and verbal communication skills;, • Professional attitude; a self-starter, a good time manager and a dependable "team player."Please be sure to indicate your preferred office in your application. This is a paid internship that starts early to mid-June and runs approximately 8 weeks in length. Monthly compensation is $5200, less required taxes and withholdings.