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

Job Description Brightcore Energy provides end-to-end energy efficiency and clean energy measures to commercial, industrial, and institutional clients. We have the intellectual and financial capital to develop, implement, fund, operate, and maintain clean energy solutions. Our diverse solutions range from lighting, controls, geothermal heating and cooling, and other energy efficiency measures to renewable energy solutions such as solar and battery storage. We are about Building Energy Performance. Summary/Primary Role: This role will help Brightcore accelerate its ability to model the advanced thermal performance of geothermal heating and cooling systems, working as part of a team across all of our modeling efforts. That includes ramping up our modeling capability for data center thermal performance, combining geothermal borefields, dry coolers, and chillers into a single, optimized thermal system. The Thermal Modeling Engineer will help expand the range of solutions we can model and offer to customers, across both our core geothermal business and our growing data center product line. Principal Duties & Responsibilities: (Management may amend or assign duties and responsibilities to this job at any time) • Perform geothermal modeling for core business projects, including thermal performance modeling for data center applications that combine geothermal borefields, dry coolers, and chillers., • Develop and enhance advanced thermal models for geothermal heating and cooling systems, with a focus on system performance, efficiency, and optimization., • Model integrated thermal systems combining geothermal borefields, dry coolers, chillers, and other HVAC technologies., • Support the development of thermal modeling capabilities for data center applications, including high-density and mission-critical environments., • Collaborate with engineering, design, and project teams to apply modeling insights to real-world customer projects and system designs., • Expand Brightcore's modeling capabilities to evaluate new technologies, system configurations, and applications across the geothermal and data center markets., • Analyze modeling results to identify opportunities to improve system performance, energy efficiency, and overall project economics., • Help establish and improve modeling tools, methodologies, and processes to support scalable and consistent project development., • Translate complex modeling results into clear technical recommendations for internal teams and customers., • Build, run, and maintain models in Modelica and TRNSYS., • Apply other geothermal-specific modeling tools, including EED (Earth Energy Designer) and pygfunction., • Analyze model results and modify or calibrate models accordingly., • Write automated scripts to optimally size systems based on different customer priorities or needs., • Simulate fluid flow for large piping systems., • Design hydraulic piping to meet flow and pumping power requirements., • Model different control strategies and evaluate their impact on system performance., • All other duties and projects as assigned. Qualifications: • B.S. in Mechanical Engineering or related field., • 2+ years of experience in thermal modeling., • Strong grounding in heat transfer, fluid dynamics, and thermodynamics; comfort reasoning through equipment performance metrics (COP, EER, approach temperatures, heat transfer rates)., • Working proficiency with energy/load modeling tools (e.g., TRNSYS, Modelica, EnergyPlus, eQuest, HAP, or equivalent) and Excel-based engineering models preferred.., • Working proficiency, or ability to quickly come up to speed, with AutoCAD., • Ability to carry ambiguous concept work — from first-light feasibility through prototype to product requirement — to a defensible, documented result without heavy supervision., • Fluent with AI tools., • Direct experience with EED and/or pygfunction for borefield design and analysis preferred., • Experience modeling data center cooling systems preferred., • Basic proficiency in Python, or ability to quickly come up to speed preferred., • EIT certification or active progress toward PE licensure preferred. Supervisory Responsibility: • This position does not have supervisory responsibility. Expected Hours of Work & Compensation: An employee is expected to work a minimum of forty (40) hours per week. Non-exempt employees are eligible for overtime pay in accordance with applicable wage and hour laws, while exempt employees may be required to work additional hours as necessary to fulfill their job responsibilities. Overtime requirements will be determined based on the operational needs of the organization. The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining an employee's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, years of relevant experience, education, credentials, and internal equity). Brightcore also offers a comprehensive set of benefits to complement the base salary. The base annual salary range for this position is $100,000-$130,000 and is eligible for an annual performance-based bonus. Travel Requirements: • Office presence required at least three (3) days per week, unless otherwise agreed upon with final approval by direct supervisor. Work Environment: • Office setting. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. • This is not a safety sensitive position. Drug & Alcohol-Free Workplace: Brightcore Energy is committed to a safe workplace free of drugs and alcohol. All Brightcore Energy positions require a pre-employment background check that includes prior employment verifications, a criminal history check, and a pre-employment drug screen. In accordance with DOT regulations (49 CFR § 40.25), Brightcore Energy is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions. If an applicant/employee refuses to provide written consent for Brightcore Energy to obtain these records, the individual will not be permitted to perform safety-sensitive functions. Office/Remote/Field Work: We offer a variety of structured work arrangements, including remote, hybrid, and field-based assignments, aligned with organizational needs and role-specific requirements. Work arrangements are role-dependent, with guidelines established based on position requirements and business needs. This policy is subject to change at Brightcore's discretion. Brightcore Health Benefits Overview: Brightcore offers a full slate of medical, dental, and vision benefits including options to enroll in a Flexible Spending Account (FSA) and a Health Savings Account (HSA). 401k Plan: Brightcore currently offers both traditional and Roth 401k plans with a dollar-for-dollar match of up to 3% of contributions and $0.50 on the next 2% for a total potential match of 4% annually. Other Benefits & Perks: • PTO, • Financial Wellness Benefits, • Benefit Concierge Program through Health Advocate, • EAP - Employee Assistance Program, • Disability, Life, & AD&D Benefits, • Access to Marketplace for Discounted Goods & Services Brightcore Energy is committed to bringing together individuals from different backgrounds and perspectives. Brightcore Energy is an Equal Opportunity Employer, providing equal employment and advancement opportunities to all individuals. We recruit, hire and promote into all job levels the most qualified applicants without regard to race, color, creed, national origin, religion, sex (including pregnancy), parental status, age, disability, genetic information, citizenship status, veteran status, gender identity or expression, transgender status, sexual orientation, marital, family or partnership status, political affiliation or activities, military service, domestic violence victim status, sexual or reproductive health decisions, caregiver status, traits historically associated with race, including but not limited to hair texture and protective hairstyles or any other status protected under applicable federal, state and local laws. Brightcore Energy is committed to providing equal employment opportunities to all aspects of employment, including job assignment and compensation. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our company. This job description provides a general overview of the expectations and basic duties of the job and is not a comprehensive list of all duties and responsibilities. Brightcore Energy will assign additional duties and tasks that it deems necessary to meet the requirements of the position. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Machine Learning Engineer 4 (Python, AWS, SQL, GenAI) (Enterprise Platforms Technology)\n \n \n Do you love building and pioneering in the AI and technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors who love to solve real problems and meet real customer needs. We are seeking Machine Learning Engineers who are passionate about leveraging cutting-edge open source frameworks, advanced algorithms, and emerging technologies to join our team. As a Machine Learning Engineer, you’ll have the opportunity to be on the forefront of driving major AI transformations and scaling production models across Capital One. \n \n Enterprise Platforms Technology (EPTech) comprises many of Capital One’s most important enterprise platforms. We play an essential role in establishing practices for building technology solutions across the company, while also delivering capabilities that exemplify those practices. \n \n Team: \n The Marketing and Messaging team is responsible for delivering hyper-personalized messages and experiences that will delight the customer, attract prospects and drive increasing business value. The team builds scalable platforms that deliver omnichannel messages in owned and paid Adtech channels. \n \n What You’ll Do: \n\n • The MLE role overlaps with many disciplines, such as Ops, Modeling, and Data Engineering. In this role, you'll be expected to perform many ML engineering activities, including one or more of the following:\n, • Design, build, and/or deliver ML models and components that solve real-world business problems, while working in collaboration with the Product and Data Science teams\n, • Inform your ML infrastructure decisions using your understanding of ML modeling techniques and issues, including choice of model, data, and feature selection, model training, hyperparameter tuning, dimensionality, bias/variance, and validation)\n, • Solve complex problems by writing and testing application code, developing and validating ML models, and automating tests and deployment \n, • Collaborate as part of a cross-functional Agile team to create and enhance software that enables state-of-the-art big data and ML applications\n, • Retrain, maintain, and monitor models in production\n, • Leverage or build cloud-based architectures, technologies, and/or platforms to deliver optimized ML models at scale\n, • Construct optimized data pipelines to feed ML models\n, • Leverage continuous integration and continuous deployment best practices, including test automation and monitoring, to ensure successful deployment of ML models and application code \n, • Ensure all code is well-managed to reduce vulnerabilities, models are well-governed from a risk perspective, and the ML follows best practices in Responsible and Explainable AI\n, • Use programming languages like Python, Scala, or Java\n\n \n Basic Qualifications: \n\n • Bachelor's Degree or higher in Computer Science, Machine Learning or a related quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Engineering)\n, • At least 4 years of experience programming with Python, Java, Golang, or C++\n, • At least 4 years of Machine Learning experience using industry standard frameworks PyTorch or Tensorflow and libraries (Pandas, NumPy, Scikit-learn)\n, • At least 4 years of experience using and operating large scale distributed systems (Spark, Ray) to prepare AI/ML data\n, • At least 2 years of experience deploying and operating Machine Learning solutions in production and operating production services in the cloud (AWS, GCP, Azure) and using Kubernetes to manage large scale containerized ML software systems\n\n \n Preferred Qualifications: \n\n • Master's or Doctoral Degree in Computer Science, Electrical Engineering, Mathematics, or related field\n, • 3+ years of experience optimizing ML algorithms, configurations, and infrastructure\n, • 3+ years of experience following software development best practices including source control, testing, code reviews, CI/CD, etc. \n, • 3+ years of experience building resilient software solutions with pre-production testing, advanced deployment techniques (one-box, blue/green, gradual dial-up), monitoring, alarms, and preparing incident response plans.\n, • 3+ years of experience working with Machine Learning techniques (Supervised, semi-supervised, and unsupervised, reinforcement learning, etc.) model types (Regression, Classification, Clustering, etc.), model Architectures (RNNs, CNNs, LSTMs, Transformers), training concepts (loss function, hyperparameters, regularization), and how to evaluate model accuracy and diagnose and address common issues (underfitting, overfitting)\n, • 3+ years of experience designing, implementing, and scaling production-ready data pipelines for training and evaluating ML models.\n, • 1+ years of experience as a technical lead developing ML solutions using industry best practices, patterns, and automation \n, • Authored/co-authored a paper on a ML technique, model, or proof of concept\n\n \n At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (e.g. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-3, and O-1, or any other forms of work authorization that require immigration support from an employer). \n \n \n \n The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. \n McLean, VA: $197,300 - $225,100 for Machine Learning Engineer 4\n \n New York, NY: $215,200 - $245,600 for Machine Learning Engineer 4\n \n Plano, TX: $179,400 - $204,700 for Machine Learning Engineer 4\n \n Richmond, VA: $179,400 - $204,700 for Machine Learning Engineer 4\n \n San Francisco, CA: $215,200 - $245,600 for Machine Learning Engineer 4\n \n \n \n \n \n \n \n \n \n \n \n \n \n Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. \n This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.\n \n Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. \n This role is expected to accept applications for a minimum of 5 business days.\n \n No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.\n \n \n If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. \n \n For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com \n \n Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. \n \n Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager to join our _ practice. • Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, considering a multinational's tax risk profile, global effective tax rate, and cash posture; in advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense, • Advise multinational enterprises on tax planning decisions, including helping our clients anticipate and understand the potential short- and long-term considerations and consequences of tax planning decisions at a global level, in the context of their wider business objectives and considering a multinational's tax risk profile, global effective tax rate, and cash posture, • In collaboration with our colleagues in Mergers & Acquisition Tax, structure the tax aspects of multinational private equity and strategic mergers, acquisitions, joint ventures, dispositions, and IPOs, along with drafting tax opinions, memos, structure decks, and Excel models (illustrating the tax benefits of alternative structures), • Assist multinational enterprises with preparing the tax provision for its financial statements and preparing and/or reviewing compliance work product, as well as assisting KPMG audit teams with reviewing a company's financial reporting of tax implications arising from its global operations and transactions, • Guide clients on income tax treaty planning opportunities arising from inbound and outbound cross-border investing and trading activities, • Specific to International Tax professionals working in the alternative investment space, provide aspects of all the activities above to alternative investment companies, help at all stages of the investment life cycle for both asset managers and portfolio companies operating globally, • Minimum five years of recent experience working on engagements involving international, mergers and acquisitions, and/or federal tax planning, • Bachelor's degree from an accredited college/university; masters in Taxation, JD, and/or LLM (with a concentration in tax) preferred; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Knowledge of a broad range of international and domestic tax law provisions, • Strong research and writing, Excel modeling, and oral communication skills, • Ability to balance and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise, and assist with the development and training of new and experienced staff professionals, maintain professionalism, and provide excellent client service, • Ability to develop and deepen client relationships and expand the KPMG footprint in the local and global markets while working with both U.S. and non-U.S. KPMG teams to bring the right services to new and existing clients KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ California Salary Range: $107160 - $226320 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our _ practice. • Advise multinational enterprises on U.S. inbound tax planning, including helping our clients anticipate and understand the potential short- and long-term considerations and consequences of tax planning decisions, in the context of their wider business objectives and taking into account a multinationals tax risk profile, global effective tax rate, and cash posture, • Structure the tax aspects of multinational private equity and strategic mergers, acquisitions, joint ventures, dispositions, and IPOs, along with drafting tax opinions, memos, structure decks, and Excel models (illustrating the tax benefits of alternative structures), • Assist multinational enterprises with preparing the tax provision for its financial statements and preparing and/or reviewing compliance work product, • Guide clients on income tax treaty planning opportunities arising from inbound and outbound cross-border investing and trading activities, • Provide aspects of all the activities above to alternative investment companies, helping at all stages of the investment life cycle for both asset managers and portfolio companies operating globally, with a focus on structuring various types of investments, including alternative investments such as real estate, infrastructure and private equity, • Oversee pension funds, sovereign wealth funds, and other tax-exempt investors on the unique challenges and opportunities of investing into or out of the U.S, • Minimum of two years of experience working on engagements involving US international, mergers and acquisitions, and/or federal tax planning, • Bachelor's degree from an accredited college/university; Master's in Taxation, JD, and/or LLM (with a concentration in tax) is preferred, • Must work in our International Tax practice office in Seoul, South Korea, • Excellent written and oral communication skills in English; ability to communicate in Korean language is preferred but not necessary, • Knowledge of a broad range of U.S., international and domestic tax law provisions, • Strong research and writing, Excel modeling, and oral communication skills KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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

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

Join a leading manufacturer of beauty, personal care, and home care products that partners with top brands to bring custom formulations to market. The company values teamwork, growth, safety, and a supportive work environment where every employee’s contribution matters. The Plant Controller oversees all financial operations for the manufacturing facility. This role supports budgeting, reporting, cost control, inventory accuracy, and compliance. You’ll work closely with plant leadership to provide clear financial insights that improve operations and profitability. • Prepare and analyze monthly financial statements and key performance metrics, • Support budgeting, forecasting, and cost management activities, • Oversee inventory valuation, reconciliations, and controls to improve accuracy and reduce waste, • Ensure compliance with corporate accounting policies and internal controls, • Develop and maintain product costing models and support CAPEX planning, • Provide financial insights that guide decision‑making and continuous improvement, • Collaborate with operations, supply chain, and cross‑functional plant teams, • Assist with ad hoc analysis, modeling, and financial reporting, • Support audits and help maintain a controlled, compliant environment, • Bachelor’s degree in Accounting, Finance, Business, or related field, • 4–6 years of financial management experience in manufacturing, • Strong skills in budgeting, forecasting, financial reporting, and cost accounting, • Experience with ERP system AS400 preferred but not required and advanced Excel, • Background in manufacturing environments, • Strong financial analysis and variance reporting abilities, • Expertise in cost accounting and manufacturing cost allocation, • Solid understanding of internal controls and compliance, • Ability to communicate financial information clearly to non‑finance teams, • Experience managing inventory accuracy and improving processes, • Ability to collaborate across departments and support plant leadership, • Equal employment opportunity employer, • Accommodations available for applicants with disabilities, • The company does not accept unsolicited agency submissions, • Base salary approximately $155,000 #INJULY2026

Job Description Private Equity Senior Associate / Vice President – Career Launch AI Network About the Opportunity A leading middle-market or upper-middle-market private equity firm is seeking a Senior Associate or VP to drive deal execution, diligence, and portfolio management. This role is a pre-partner track position with real ownership over investments. ResponsibilitiesDeal Sourcing & Execution Evaluate inbound and proprietary deal opportunities. Lead financial modeling, valuation, and IC materials. Coordinate third-party diligence (QoE, legal, market). Investment Committee & Decision Support Develop IC memos and investment theses. Stress-test assumptions and downside scenarios. Present recommendations to partners. Portfolio Company Involvement Support portfolio company strategy, M&A, and capital structure. Work with management teams and board members. Track performance and value creation initiatives. Ideal Profile Former IB Associate / VP or PE Associate. Strong LBO modeling skills. Commercially minded, not just technically strong. Career Launch AI Advantage Off-cycle PE recruiting access Partner-level introductions Case study & LBO interview prep Comp & carry negotiation support Apply at https://www.careerlaunch.ai/

Job Description JOB SUMMARY: Under the general supervision of the Team Leader/Program Supervisor or designee, Peer Specialists serve as role models, educate recipients about self-help techniques and self-help group processes, teach effective coping strategies based on personal experience, teach symptom management skills, assist in clarifying rehabilitation and recovery goals and assist in the development of community support systems and networks. The Peer Specialist assists assigned individuals in developing and maintaining viable living, working and social situations in the community by obtaining needed medical, social, psychosocial, educational, financial, vocational and other services. Participates in the provision of crisis intervention services to participants. Travels to/visits recipients' residences or apartments to provide counsel and assistance and to help the recipients, within their capabilities and interests, in maintaining the greatest degree of independent living. The majority of duties are often performed independently under general supervision. The Peer Specialist assists service recipients through supportive counseling to participate as fully as possible in the life of the community with the intent of achieving individual goals that foster personal growth and the highest level of independence possible and desired. ESSENTIAL JOB FUNCTIONS: • Travels to/visits recipients' residences to provide supportive services on a schedule established by the program. Counsel’s recipients regarding plans for meeting service needs and aids the recipients to mobilize inner capabilities and environmental resources to attain goals., • Educates recipients about self-help techniques and self-help group processes, • Teaches recipients effective coping strategies based on personal experience, • Teaches symptom management skills, • Assists in clarifying rehabilitation and recovery goals., • Assists in maintaining up-to-date, accurate individual case records on each assigned recipient., • Assists in obtaining and developing resource information for recipients in all aspects of their care; disseminates this information to recipients in a manner that is clear and understandable., • Assist the recipient in meeting service plan goals., • Help facilitate individualized services to the recipient that meet the diverse needs of the recipient and focus on the discharge-planning goal., • Explains the types of clinical services, and ICL programs available to recipients; helps instruct the recipient in daily living skills, socialization skill enhancement and conflict resolution., • Performs crisis assessment and nonverbal and verbal crisis intervention., • Assists in referring recipients to community resources and other organizations. Accompanied recipients on regularly scheduled or emergency visits to medical treatment facilities, social agencies, government offices, or other locations associated with the treatment or assistance of the recipient., • Advocates on behalf of recipient with outside service providers and within ICL., • Assists resident/recipient in finding and getting into vocational training or other training opportunities, and works with other team members in addressing the needs of recipients, • Immediately reports serious incidents, serious incident allegations, incidents, or sensitive situations to supervisors. Completes incident reports in accordance with ICL policy. Accounts for recipients and files missing person reports on recipients not accounted for in accordance with ICL policy and procedure., • Complies with attendance and timekeeping rules and reports reliably and regularly to work on an on-going basis., • Attends regularly scheduled clinical meetings, staff meetings and supervision as well as in-service training and development activities., • Complies with agency infection control policies., • Other job-related duties that may be assigned. ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES: • Committed to the active promotion of ICL values and goals., • Ability to work with recipients/residents, families, and staff in a caring and respectful manner, and with due understanding of and consideration for cultural differences., • Ability to serve as a role model to residents/recipients., • Ability to complete written forms and reports in an accurate and timely manner., • Ability to communicate effectively with staff, recipients/residents, families, and the public., • Ability to prepare accurate and timely documentation, reports and other written material as assigned., • Ability to secure the cooperation of and work effectively with others., • Ability to work independently, and to conform to all applicable safety and accountability measures, • Knowledge of how disabilities can adversely affect functioning and ways to cope with or overcome such effects, • Ability to read and write at least at a 12th grade level and to follow written and oral instructions., • Ability to accompany or transport residents (some assignments may require possession of a valid driver's license)., • Ability to be empathetic and supportive to residents instructing, demonstrating, modeling, and encouraging appropriate behavior and skills. QUALIFICATIONS AND EXPERIENCE: Completion of an internship or comparable training in peer advocacy; experience in providing advocacy services to people who are mentally ill and/or homeless. Past or current recipient of mental health, substance services or homeless services preferred.

Job Description About Us Bloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software & business services businesses through control investments and further developing already-great businesses into market leaders. Led by a team of tech-focused investors and industry operators, Bloom injects the capital, operational resources and playbooks in recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment. As an investor, we provide strategic operational support to our portfolio investments. Several of our team members come from operational backgrounds where individuals focus on various aspects of digital marketing, sales, and account management. Description Location: New York City, in office Successful candidates will have a creative, analytical mind and possess an aptitude to understand B2B software and technology-enabled services businesses across verticals. Here is what you will do: Find and connect with interesting companies, and their CEOs that fit within our target profile Build financial models, researching industry dynamics, and writing investment memorandums for potential investment opportunities Analyze companies during deal-making the due diligence process, by developing a deep understanding of their customers, sales process, lead generation, churn, product positioning, competition, team, and market. Assist in managing the deal making process, including working with lawyers, accountants, and consultants Work with the Board of portfolio companies' post-transaction to improve operational efficiencies, sales & marketing workflows, and financial management. You’re likely a great fit if you have: At least 2 years of buyside investment experience (Hard requirement, please do not apply if you do not meet this requirement) Ideally have experience in buyouts of B2B enterprise software or business service businesses Strong financial modeling and due diligence acumen across multiple transaction types Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail Strong project management, organizational, process management, and communication skills Excel in building strong relationships A bachelor's degree from a top university with a strong GPA Here’s what we’ll provide: Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $250,000 -$275,000 Total Compensation - depending on experience Mentorship, not management. We operate as a small team with high autonomy, and we’ll provide mentorship to help you grow Exposure to senior leadership of Bloom Equity and Bloom’s portfolio companies An opportunity to grow within Bloom Equity, and fast-track to management positions Powered by JazzHR LAuakp3JcK

Job Description Private Equity Senior Associate / Vice President – Career Launch AI Network About the Opportunity A leading middle-market or upper-middle-market private equity firm is seeking a Senior Associate or VP to drive deal execution, diligence, and portfolio management. This role is a pre-partner track position with real ownership over investments. ResponsibilitiesDeal Sourcing & Execution Evaluate inbound and proprietary deal opportunities. Lead financial modeling, valuation, and IC materials. Coordinate third-party diligence (QoE, legal, market). Investment Committee & Decision Support Develop IC memos and investment theses. Stress-test assumptions and downside scenarios. Present recommendations to partners. Portfolio Company Involvement Support portfolio company strategy, M&A, and capital structure. Work with management teams and board members. Track performance and value creation initiatives. Ideal Profile Former IB Associate / VP or PE Associate. Strong LBO modeling skills. Commercially minded, not just technically strong. Career Launch AI Advantage Off-cycle PE recruiting access Partner-level introductions Case study & LBO interview prep Comp & carry negotiation support Apply at https://www.careerlaunch.ai/

Self-driven, detail-oriented, and adept at remote collaboration. Previous experience supporting central banks, policy institutions, or financial sector clients with macroeconomic modeling. Macroeconomic Modeling Specialist (EViews).

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

Job Description HLW is built on the belief that exceptional design begins with exceptional people. With a 140-year legacy as a global, award winning architecture and design firm, we collaborate with leading clients to shape meaningful, future focused environments. Our culture is collaborative, inclusive, and growth‑minded, offering hybrid work flexibility, competitive compensation, and comprehensive benefits. When you join HLW, you become part of a global community that values innovation, mentorship, and long term professional growth. For more information about our culture, we invite you to visit us as www.hlw.com Position Summary The Senior Designer is responsible for leading the design development and execution of projects within the NY Interiors Studio. This individual may have a professional background in either Architecture or Interior Design; however, the role is embedded within an interiors studio and is focused on the planning, design, coordination, and delivery of interior environments. Working under the direction of the Design Director and in close collaboration with the Studio Director, Project Manager, Technical / Delivery leadership, and project team, the Senior Designer translates client goals, project strategy, and design vision into thoughtful, compelling, and well-coordinated design solutions. Responsibilities Project Design Leadership • Lead day-to-day design efforts on assigned projects, from concept development through design documentation and construction administration., • Translate client goals, workplace strategy, brand, culture, and project requirements into clear and compelling design solutions., • Develop project-specific design concepts, narratives, planning strategies, material palettes, and presentation approaches., • Maintain the design intent throughout all phases of the project, balancing creativity with scope, schedule, budget, constructability, and client priorities., • Collaborate with the Design Director to establish and refine the overall design direction for assigned projects., • Identify opportunities to elevate the design work, improve the client experience, and strengthen the final built outcome. Design Development and Documentation • Lead the development of interior design packages, including plans, finish palettes, furniture concepts, material selections, presentation decks, and supporting design documentation., • Collaborate closely with Project Architects, Job Captains, and technical team members to further develop the design through an integrated team process, ensuring that design ideas are tested, refined, coordinated, and translated into buildable solutions., • Work with the project team to advance the design intent through documentation, recognizing that design development is a shared effort between design, technical, and project leadership rather than a one-directional handoff., • Coordinate design concepts, planning strategies, material selections, detailing, and documentation with the broader project team to ensure alignment with the approved design direction., • Review design documentation for consistency, completeness, coordination, and alignment with the evolving design intent., • Work with MatTech and project teams to coordinate materials, finishes, specifications, and design standards., • Support coordination with lighting, branding, strategy, sustainability, furniture, AV, MEP, structural, and other consultant teams as required., • Participate in construction administration activities related to design intent, including submittal reviews, RFI responses, site observations, punch list support, and finish / mock-up reviews. Client Presentations and Communication • Prepare and participate in client presentations, workshops, and design meetings., • Clearly communicate design concepts, options, recommendations, and rationale to clients and internal teams., • Assist in developing compelling visual narratives that connect design ideas to client goals and project strategy., • Support the Project Manager in documenting design decisions, client feedback, and next steps., • Review overall design intent with the Design Director at appropriate project milestones to ensure alignment with studio priorities, firmwide design goals, and HLW’s broader design standards., • Build client confidence through strong preparation, thoughtful communication, and responsiveness to feedback. Team Collaboration and Mentorship • Lead, guide, and mentor junior and intermediate designers assigned to project teams., • Delegate design tasks clearly and support team members in developing their technical, creative, and presentation skills., • Foster a collaborative project environment that encourages curiosity, accountability, open communication, and shared ownership., • Coordinate regularly with the Project Manager to align design tasks with project schedule, staffing, fee, and deliverables., • Participate in internal design reviews and incorporate feedback from the Design Director, Studio Director, Technical / Delivery leadership, and other reviewers., • Contribute to a positive studio culture through mentorship, collaboration, and active participation in studio initiatives. Design Quality and Standards • Uphold HLW’s design standards, presentation standards, and quality expectations., • Ensure that design work is thoughtful, well-coordinated, visually clear, and appropriate to the client and project goals., • Review presentation materials for clarity, consistency, graphic quality, and alignment with the approved design narrative., • Support the integration of HLW’s global resources, specialty studios, and best practices into project work., • Stay current with design trends, materials, workplace strategies, furniture systems, sustainability considerations, and industry innovations., • Contribute to the continual improvement of studio design process, tools, templates, and work product. Business Development and Marketing Support • Support proposals, interviews, pursuits, and presentations for new work as requested., • Assist in developing design narratives, precedent imagery, conceptual approaches, and visual materials for business development efforts., • Participate in project photography, award submissions, case studies, and marketing materials in collaboration with the Design Director and Marketing team., • Represent HLW professionally in client-facing settings, industry events, and professional organizations where appropriate., • Contribute to the studio’s visibility and reputation through strong project work and active engagement in the design community. Qualifications • Bachelor’s degree in Architecture or Interior Design from an accredited institution., • 10+ years of professional experience in interior design, architectural interiors, or a related design practice, with demonstrated experience working on interiors projects required., • NCIDQ certification or architectural licensure (preferred or actively pursuing)., • Strong graphic, communication, and presentation skills., • Proficiency in AutoCAD, Revit, 3D modeling/rendering software, Adobe Creative Suite, Teams, and MS Office., • Working knowledge of building codes, ADA requirements, accessibility standards, and sustainable design principles., • Experience with material selection, finish coordination, procurement support, and construction documentation., • Understanding of construction, furniture, and material costs, with the ability to support design decisions that align with project budgets., • Ability to manage multiple projects, meet deadlines, and collaborate in a team environment., • Strong problem-solving and critical-thinking skills. Preferred Qualifications • LEED accreditation or knowledge of sustainable design standards., • Experience in commercial, hospitality, or workplace design., • Familiarity with coordinating MEP systems into project designs., • Familiarity with material sourcing, bid processes, and furniture procurement. Why Join Us? We offer: • A collaborative, hybrid work environment (3 days onsite) where you will work on innovative and impactful projects., • A diverse, creative studio culture grounded in technical rigor and design excellence., • Opportunities for professional growth and development., • Competitive compensation and comprehensive benefits package. If you are a technical expert with a passion for design execution, we’d love to hear from you! • All applications should include your resume and portfolio or link to work samples HLW is committed to supporting the health and wellbeing of our team members. We offer a comprehensive benefits package that includes medical, dental, and vision coverage, life and disability insurance, paid time off, flexible spending accounts, an employee assistance plan, parental leave, financial assistance toward professional licensing and reimbursement for certification exam fees, 401(k), and commuter benefits. The expected salary range for this position is $100,000-$140,000. We will consider relevant experience, qualifications, location, and other job-related factors in determining compensation. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, sexual orientation, protected veteran status, or disability status.

Key Responsibilities • Lead and execute TBM Expense Transparency activities across all IT divisions, ensuring consistent financial reporting, allocation logic, and cost modeling practices.Manage the ongoing development, maintenance, and refinement of TBM related financial models and reporting fram

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 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Senior Financial Analyst Needed // Construction Industry Client // Excellent Compensation Package and Growth Potential This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $110,000 per year A bit about us: Our client is a nationally-known, full-service construction company with four diverse business groups: Civil, Paving, Building, and Industrial. Why join us? Our client is a career destination with countless opportunities for advancement, and a world-class family culture that is centered around creating the best possible environment for our people to thrive. Job Details Primary Responsibilities • Lead financial planning activities including budgeting, forecasting, and long-range planning., • Develop advanced financial models to evaluate investments, business scenarios, and performance trends., • Provide actionable insights through dashboards, presentations, and management reporting., • Track key financial metrics, analyze variances, and highlight risks and opportunities., • Drive the preparation of annual budgets and periodic forecasts in collaboration with leadership., • Conduct profitability and cost-benefit analyses to influence business decisions., • Support month-end and quarter-end close processes with deep-dive analysis., • Ensure accuracy and consistency in financial systems and reporting., • Stay ahead of industry trends and best practices to enhance Keeley’s financial strategy. Minimum Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or Master’s preferred)., • 5+ years of progressive experience in financial analysis, corporate finance, or FP&A., • Strong expertise in financial modeling and Microsoft Excel., • Experience with BI tools (Power BI, Tableau) and ERP systems (SAP, Oracle) preferred., • Solid knowledge of accounting principles and financial statements., • Exceptional analytical, critical thinking, and problem-solving skills., • Strong communicator who can explain complex concepts to diverse stakeholders., • Organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Office ManagerOver the next few years, every financial institution will have teams of AI analysts working alongside their sharpest minds. At Endex, we're on a mission to bridge the present to the inevitable by building the most sophisticated digital coworker. We're a team working on the frontier of agentic development and applied finance, in close collaboration with leading research labs and backed by OpenAI ($14M Raise in Aug. 2025).With significant demand after our launch, financial firms across the country recognize that agentic AI in financial modeling is the future.Location: New York City Commitment: 5 Days In-PersonThe Executive Assistant at Endex is an operational backbone of the company. You'll work closely with the CEO and leadership team to keep the organization running smoothly — owning the systems, logistics, and coordination that allow everyone else to operate at their best. This role is ideal for someone who takes genuine pride in building structure, anticipates needs before they arise, and finds satisfaction in making a high-performing team even more effective.Your Key ResponsibilitiesExecutive Support: Manage the CEO's calendar, coordinate meetings, and handle scheduling across internal and external stakeholders to protect time and maximize focus.Office Management: Own the day-to-day operations of our NYC office, ensuring it's a well-run, organized, and welcoming environment for the team.Internal Systems & Organization: Design and maintain internal systems across billing, compliance, vendor management, and administrative workflows to keep the company organized and audit-ready.Team Culture & Events: Plan and execute team outings, offsites, and company events that strengthen culture and celebrate milestones.Billing & Compliance Coordination: Track invoices, manage vendor relationships, and work with legal and finance partners to ensure operational and compliance requirements are met on time.Cross-Functional Support: Partner with recruiting, marketing, and GTM functions on logistics, coordination, and operational needs as the company scales.What We're Looking ForProactive Organizer: You don't wait to be asked. You identify gaps, build systems, and create the operating rhythm that keeps a fast-moving team on track.Relentlessly Resourceful: Ambiguity doesn't slow you down. You figure things out, find the right people, and get things done without a playbook.Execution-Oriented: You follow through. Tasks don't fall through the cracks on your watch, and you hold yourself to a high standard on every deliverable.Strong Communicator: You write clearly, communicate proactively, and know how to manage up, down, and across a team.Low Ego: You're confident in your abilities but focused on outcomes rather than credit. You listen well, welcome feedback, and understand that great support is a competitive advantage.Discretion: You'll be trusted with sensitive information across finance, legal, and personnel matters — and you treat that trust seriously.Nice to HavesExperience at an early-stage startupFamiliarity with financial services or fintech environmentsExperience with tools like Notion, Rippling, Ramp, or similar ops platformsFull-Time BenefitsHealth & Dental InsuranceMonthly Wellness StipendRetirement Benefits — 401K MatchingCompetitive Salary + Equity

Head Universal BankerThe Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards.Responsibilities:Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience.Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch ManagerExhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture.Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactionsEnergetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referralsRequired to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work dayAbility to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolutionRecognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as neededEducate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team membersEngage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with CitiExecutes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancingListens carefully to the client and willingly assists with any questions or problems the client hasMakes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushedShows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as wellCreate a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationshipsAdheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assetsDuties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)Good leadership skills and the ability to motivate othersActively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goalsProviding working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when neededAssisting and providing coverage for leadership team with leading by exampleProvide feedback to management on ways to enhance sales processes and service deliveryProviding coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologiesResolving complex client issues or needs; connect with relevant specialists or senior leaders as neededAppropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:2-4 years relevant experienceRequired Skills:Experience with face-to-face customer service, digital engagement and basic sales/referralsOpen, client service orientation and desire to help customers is requiredSales experience desiredExcellent verbal and written communication skillsAnalytical and problem solving skillsBasic computer and digital tools skillsPreferred Skills: Retail experienceEducation:High School diploma or equivalent

A private equity fund manager that invests in distressed debt secured by commercial real estate is looking to hire an Investment Associate. The Associate will participate in the evaluation, underwriting, due diligence, and transaction closing of new investment opportunities, as well as the analysis of existing investments. \n \n What You’ll Do: \n \n\n • Underwrite and price nonperforming, subperforming, and performing loans and loan portfolios\n, • Lead due diligence process and facilitate investment closings\n, • Review litigation and legal provisions in loan documents and incorporate them into modeling and pricing\n, • Value all CRE asset classes in the New York metro area\n, • Write investment memoranda and present opportunities to the Investment Committee\n, • Develop scenario analyses and build fund models\n\n \n \n We’re Looking For \n : \n\n • 4-6 years of CRE underwriting experience, including strong Excel, Argus, and general financial modeling skill\n, • sExperience with loan data tapes, portfolio-level analysis, scenario/stress testing, and partnership waterfall\n\n s

The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. \n \n The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. \n Key Responsibilities \n\n • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal.\n, • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records.\n, • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities.\n, • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle.\n, • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel.\n, • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed.\n, • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel.\n, • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy.\n\n \n Qualifications \n\n • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role.\n, • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow.\n, • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures.\n, • CPA preferred; MBA a plus.\n\n

Director Supply Chain Innovation (Program Management Role)\n \n \nThis organization is seeking a Director Supply Chain Innovation with a strong technical and engineering foundation, hands-on manufacturing experience, and the business acumen to drive transformational improvements across a complex supply chain network.\n \nThis role operates at the intersection of engineering, operations, and business strategy, leading the end-to-end execution of innovation and product initiatives from concept through commercialization. The successful candidate will combine deep manufacturing expertise with strategic thinking to unlock growth opportunities, challenge existing processes, and deliver scalable, impactful change.\n \n \nCompensation & Benefits: $190,000 - $210,000 base salary + 25% bonus + LTIP (RSU plan, $30k annual value), 401k Match 9%, Medical, Dental, Vision, STD, LTD, Flexible PTO.\n \n \nRelocation: Comprehensive relocation plan dependent on the individual situation.\n \n \nLocation/Schedule: Newark, NJ (Hybrid, 3 days on site 2 days remote). \n \n \nJob Description & Responsibilities:\n \nStrategic Planning and Network Optimization\n \nPartner with site leadership to develop and execute facility strategies and long-term roadmaps, integrating innovation and renovation initiatives into supply plans\n \nLead network design and optimization efforts, including long-range capacity planning and scenario modeling to evaluate investments, consolidations, and expansion opportunities\n \nProvide strategic insight through scenario analysis, identification of interdependencies, and structured recommendations to senior stakeholders\n \nCollaborate cross-functionally with Commercial, Finance, R&D, Engineering, and Manufacturing teams to develop and implement growth and productivity strategies\n \nServe as a central liaison across functions to align priorities and enable effective decision-making\n \nConduct capacity and sourcing assessments to address current and future demand requirements\n \nSupport capital planning and budgeting in partnership with Engineering, ensuring disciplined prioritization of investments\n \nInnovation and Commercialization\n \nLead the end-to-end commercialization of new products and initiatives from concept through market launch\n \nOversee structured innovation and project management processes at the site or regional level\n \nLead design reviews and readiness assessments to ensure successful project execution\n \nEnsure effective change management for new and existing products, packaging, and processes\n \nConduct post-implementation evaluations and communicate outcomes to key stakeholders\n \nProject Execution and Governance\n \nDrive consistent, high-quality project execution using established methodologies such as Lean, Six Sigma, Agile, or Stage-Gate\n \nDevelop and manage project budgets, timelines, and resource plans\n \nIdentify and mitigate risks, escalating issues when necessary\n \nProvide regular updates through dashboards, reports, and stakeholder reviews\n \nEnsure projects meet defined quality standards and are fully ready for launch\n \nOperational Efficiency and Productivity\n \nPartner across functions and sites to continuously improve processes and support product commercialization\n \nLead simplification and de-complexity initiatives to enhance operational efficiency\n \nAlign site-level change initiatives to maintain service levels while delivering transformation\n \nEnsure adherence to operational standards and performance targets\n \nStakeholder Management\n \nBuild and maintain strong relationships across cross-functional teams and manufacturing sites\n \nInfluence stakeholders at all levels, from operational teams to executive leadership, to drive alignment and results\n \nTeam Leadership and Capability Development\n \nBuild and lead high-performing, cross-functional teams across internal and external partners\n \nFoster a culture of continuous improvement, accountability, and capability development\n \n \nQualifications Seeking:\n \nBachelor’s Degree in engineering, technical discipline, or equivalent practical experience\n \nSignificant hands-on manufacturing experience, preferably within consumer goods or high-volume production environments\n \nProven background in supply chain operations, program or project management, or strategy\n \nExperience in network design, capacity planning, and long-term scenario modeling, including investment and footprint optimization decisions\n \nDemonstrated success in commercializing new products or initiatives from development through launch\n \nTrack record of driving large-scale transformation and cross-functional initiatives\n \nStrong understanding of end-to-end supply chain and manufacturing processes\n \nExperience with capital planning, financial analysis, and resource allocation\n \nWorking knowledge of Total Productive Maintenance (TPM), Lean, Six Sigma, and related methodologies\n \nProficiency in project management frameworks and tools (e.g., Agile, Stage-Gate, MS Project, or equivalent)\n \nStrong analytical capabilities, including data-driven decision-making and scenario modeling\n \nFamiliarity with enterprise systems such as ERP and manufacturing execution systems (MES)\n \nStrategic and entrepreneurial mindset with a focus on driving transformational results\n \nStrong business acumen with the ability to connect operational decisions to commercial outcomes\n \nExcellent communication skills, with the ability to engage effectively at all organizational levels\n \nProven ability to influence stakeholders and lead through complexity\n \nCapable of balancing strategic thinking with hands-on execution\n \nDemonstrated leadership, coaching, and team development capabilities

Marwood Group is a leading healthcare advisory and research firm headquartered in New York City, with offices in Washington, D.C., and London. Our Performance Improvement (PI) Practice partners with institutional investors and healthcare organizations to drive value creation and strategic transformation initiatives across the healthcare ecosystem, including revenue optimization, operational excellence, and corporate development support. \n \n We are seeking a highly motivated professional to join our PI Practice as an Associate or Senior Associate. This role is ideal for a highly organized, strong analytical and strategic thinker with a deep operational healthcare expertise and a keen interest in private equity value creation, large-scale transformation, and performance improvement methods. \n \n As an Associate / Senior Associate you will play a critical role driving execution across complex client engagements supporting both private equity sponsors and corporate clients across the healthcare ecosystem. You will be responsible for advising on acquisition diligence and integration, identifying, and executing against value creation and performance improvement opportunities, and delivering measurable results. You will also serve as an analytical leader within the team, take ownership over material workstreams or project phases, and manage working-level client relationships. \n \n Key Responsibilities \n \n Client Delivery \n\n • Design and execute complex analyses, directing delegated tasks as appropriate.\n, • Develop compelling presentations and effectively communicate findings.\n, • Build and maintain working-level client relationships, earning trust through reliable delivery, tactical problem-solving, and demonstrated alignment to client priorities.\n, • Leverage understanding across functions (e.g., RCM, IT, ops, finance) to draw meaningful conclusions, identify client risks/opportunities, and drive superior results.\n\n Practice Enablement \n\n • Own select workstreams or phases within larger engagements (e.g., due diligence components, operational assessments, integration planning), coordinating cross-functional project execution, managing client needs, timelines, and utilization targets.\n, • Manage complex project interdependencies and demonstrate strategic thinking to address risks and deliver measurable client impact (e.g., EBITDA, cash acceleration)\n, • Ensure quality control for all work products, delivering on time and to firm standards.\n, • Develop tools and methodologies to standardize and enhance service offerings.\n, • Mentor junior consultants, contribute to recruiting, help shape training programs.\n, • Support BD proposal development, including developing follow-on opportunities.\n\n \n Qualifications \n\n • 3-6 years of professional experience in healthcare consulting, operations, or analytics\n, • Demonstrated ability to manage complex team efforts in a fast-paced environment.\n, • Strong understanding of healthcare finance, operations, and industry landscape\n, • Excellent communication skills, including PowerPoint proficiency.\n, • Expertise in Excel modeling and data visualization\n, • Experience in financial modeling, claims and clinical data analysis preferred.\n, • Advanced degree preferred (e.g., MBA, MHA)\n, • Willingness and ability to travel as needed.\n\n \n For consideration, please submit your resume and cover letter to careers30@marwoodgroup.com with the subject line: Associate – Performance Improvement. \n \n Marwood offers a comprehensive compensation package with full benefits. We offer a competitive wage, a collaborative work environment and an opportunity to participate in a full benefit package, including, Medical, Dental, Vision, Life, AD&D, Voluntary Life and LTD, Spouse and Dependent Life, 401k Retirement plan with a company match, Commuter, FSA/DCFSA. We offer paid days off, and paid holidays. Marwood prides itself on providing employees with a good work-life balance. \n \n The position is located in our New York Office, currently a hybrid work environment (3 days on site, 2 days remote work) Business travel is typically not a major element of the role, unless desired by the candidate. \n \n We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. All applicants must have authorization to work in the U.S. \n

Healthcare Business Intelligence & Analytics Analyst -Information Technology \n \n Location: \n 620 Foster Avenue Brooklyn, NY 11230 \n \n Hours: \n Full Time \n \n Premium Health Center, a rapidly growing FQHC in Brooklyn, is seeking a detail-oriented and analytical Business Intelligence (BI) Analyst to join our growing Data & Analytics team. This role blends data analysis with light data engineering to build robust data pipelines, deliver actionable insights, and create high-quality reporting and analytics. The BI Analyst will play a key role in transforming raw data into actionable insights that will directly inform strategic, clinical, operational, and financial decisions across the organization. \n \n \n Time Commitment: \n Full Time, Hybrid Eligible \n \n \n \n Responsibilities: \n Analytics, Visualization & Storytelling \n · Design, develop, and maintain dashboards, reports, and data visualizations in Power BI (or similar tools) \n · Apply data visualization and storytelling best practices to create intuitive, user-friendly dashboards. \n · Translate complex healthcare data into clear, actionable insights that support decisions for clinical, operational, finance, and executive teams. \n · Develop and maintain semantic data models, KPIs, and performance metrics aligned with FQHC goals. \n · Collaborate with stakeholders to gather requirements and recommend effective analytical and visual solutions. \n · Analyze healthcare data from EHR systems (e.g.,eClinicalWorks, Office Practicum, etc) and other sources to identify trends, gaps, and opportunities for improvement. \n · Support UDS (Uniform Data System) reporting and other regulatory compliance requirements. \n · Create sustainable reporting frameworks for recurring healthcare and operational metrics. \n \n Data Engineering &Pipeline Support \n · Build and maintain light ETL and data integration tasks using SQL, APIs, and scripting tools. \n · Write and optimize SQL queries to support analysis, dashboards, and data pipelines. \n · Perform data wrangling, cleaning, validation, and transformation to prepare datasets for analysis and reporting. \n · Ensure data integrity, accuracy, and security in all reporting and data engineering workflows. \n · Perform data validation, reconciliation, and root-cause analysis for data quality issues. \n \n Collaboration and Data Literacy \n · Collaborate with clinical, operational, and executive teams to understand business needs and translate them into technical solutions. \n · Provide training, documentation, and support to improve data literacy and promote appropriate self-service use of organizational dashboards. \n · Collaborate with IT and data teams on architecture, governance, and data quality initiatives. \n \n \n Requirements: \n · Bachelor's degree in Data Science, Public Health, Health Informatics, Computer Science, ora related field. \n · 4+years of experience in a BI, data analyst, or similar role, preferably in a healthcare or FQHC setting. \n · Strong proficiency in SQL, including complex joins, window functions, and data transformations \n · Hands-on experience with Power BI, or similar BI platform, including DAX, data modeling, and visualization design. \n · Experience working with scripting languages (Python, R, etc) and APIs to support data integration and automation. \n · Experience with semantic data modeling in Power BI. \n · Strong analytical, critical thinking, and problem-solving skills. \n · Excellent communication and data storytelling skills with the proven ability to present insights to non-technical audiences. \n · Detail oriented with strong data troubleshooting and validation skills. \n · Highly organized, with the ability to manage multiple tasks and deadlines. \n · Self-starter who works independently and collaboratively. \n · Ability to partner cross-functionally across clinical, operational, financial, IT, and data teams. \n · Fast learner with adaptability to evolving tools and organizational needs. \n · Strong commitment to high standards of data quality, accuracy, and confidentiality. \n · Familiarity with HIPAA or other similar data privacy standards. \n \n \n Preferred: \n · Experience with Microsoft Azure, Fabric, Purview, or similar cloud platforms. \n · Experience with Power Automate or similar tool for basic workflow automation. \n · Familiarity with Git or similar version control tools. \n · Experience with EHR systems (eCW, Office Practicum, etc,). \n · Understanding of healthcare data, including clinical, operational, and financial metrics. \n · Experience with UDS reporting or other healthcare regulatory or quality metrics. \n \n \n Compensation: \n $110,000 - $145,000, commensurate with experience \n \n Benefits: \n · Medical, Dental, Vision and Life coverage \n · Paid Time Off and holidays \n · Employee Assistance Program \n · Flexible spending account \n · Public Service Loan Forgiveness (PSLF), NHSC Loan Repayment Program \n · 403(b) Retirement Plans with employer matching \n

The position will provide recommendations to improve the transportation network, bus and subway service in boroughs of New York City by performing in-depth data collection, planning and analysis, developing service plans, work programs, and service schedules for both subways and buses, developing maps and other service communication information, and participating in public engagement efforts. The incumbent also will contribute to the efficient design, implementation, management, and evaluation of programs and projects, providing planning, analytical, and technical support. The incumbent will engage in frequent and effective collaboration with a wide range of internal and external stakeholders, including other MTA agencies, operating departments, city and state agencies, consultants, and community organizations. Responsibilities of this position may be included, but are not limited to: • Planning, Program & Project Coordination, • Support the planning, development, implementation, and monitoring of departmental projects and initiatives., • Coordinate cross-functional efforts and ensure alignment with agency goals, timelines, and compliance requirements., • Collect, validate, and analyze operational, financial, and performance data from multiple sources., • Prepare comprehensive reports, dashboards, and presentations for executive leadership, operating departments, and external stakeholders., • Design and maintain data systems, metrics, and tools that enable data-driven decision making., • Support performance measurement, benchmarking, and process improvement initiatives across Bus and Subway divisions., • Field & Stakeholder Engagement, • Conduct or oversee field surveys, passenger counts, and operational observations to support service planning and performance monitoring., • Participate in interdepartmental coordination meetings, public outreach events, and workshops., • Represent the department in meetings with other MTA divisions, public agencies, elected officials, and community groups. Education and experience requirements vary by level: • Principal Transportation Planner: A baccalaureate degree with five (5) years of full-time paid experience in transportation planning, scheduling, or operations. A master’s degree may substitute for one (1) year of the required experience., • Senior Transportation Planner: A baccalaureate degree with four (4) years of full-time paid experience in transportation planning, scheduling, or operations. A master’s degree may substitute for one (1) year of the required experience., • Transportation Planner: Must possess education as stated above plus two (2) years of full-time paid experience in transportation operations planning or a satisfactory combination of education and experience., • Assistant Transportation Planner: Must possess education as stated above plus one (1) year of full-time paid experience in transportation operations planning or a satisfactory combination of education and experience. Desired skills include: • Strong analytical, quantitative, and critical-thinking skills with the ability to interpret and communicate complex data clearly., • Proficiency in data analysis, visualization, dashboarding and management tools. Fluency in Microsoft Office Suite (Word, Excel, PowerPoint), • Proficiency in Adobe Illustrator and InDesign; ArcGIS/QGIS and Remix, • Familiarity with travel demand modeling packages, such as TransCAD, CUBE or Vissum, • Knowledge of Hastus, or other services or scheduling simulator applications, • Excellent written and verbal communication skills, with the ability to prepare professional reports and presentations., • Strong organizational skills with attention to detail and the ability to manage multiple priorities simultaneously., • Proven ability to work independently and collaboratively in a fast-paced, deadline-driven environment., • An understanding of general transportation and land use planning concepts, including street design to accommodate different street users including buses, bicycles, and pedestrians., • Understanding the NYCT track system, scheduling practices, work programs and crewing Selection method is based on evaluation of education, skills, experience, interview, and written assessment. All selected candidates will be subject to a full background investigation that includes employment and education. Discrepancies may lead to dismissal. Final salary is determined based on experience, skillset, and alignment with compensation practices. The posted range reflects expected compensation and may be updated as market or business needs evolve.

Marwood Group is a leading healthcare advisory and research firm headquartered in New York City, with offices in Washington, D.C., and London. Our Performance Improvement (PI) Practice partners with institutional investors and healthcare organizations to drive value creation and strategic transformation initiatives across the healthcare ecosystem, including revenue optimization, operational excellence, and corporate development support. \n \n We are seeking a seasoned professional to join our PI Practice as a Vice President. This role is ideal for a strategic thinker and results-driven leader with deep healthcare operational expertise, consulting acumen, and the ability to orchestrate complex, multi-stakeholder initiatives. \n \n As a Vice President, you will lead engagements that support both private equity sponsors and corporate clients across the healthcare ecosystem. You will be responsible for advising on acquisition diligence and integration, identifying, and executing against value creation and performance improvement opportunities, and delivering measurable results. You will also manage project teams and executive-level client relationships, contribute to business development, and practice growth, and help further enhance Marwood’s service offerings. \n \n Key Responsibilities \n \n Client Delivery \n\n • Lead complex engagements across the PI Practice’s offerings\n, • Manage day-to-day interactions for C-suite executives, navigating stakeholder dynamics\n, • Deliver market-leading results under high-pressure conditions, including impacts to EBITDA, cash acceleration, and growth velocity\n\n Practice Enablement \n\n • Own project success including client outcomes and resource utilization\n, • Set clear goals and roles within project teams and foster communication\n, • Mentor and develop junior team members, promoting a culture of feedback and growth\n, • Develop tools and methodologies to standardize and enhance service offerings\n, • Manage new proposal development including work plans, staffing, and budgeting\n\n Qualifications \n\n • 8+ years of professional experience in healthcare operations and strategic execution\n, • 5+ years of experience at a leading consulting firm\n, • Proven ability to manage complex projects and deliver measurable client impact\n, • Strong understanding of healthcare finance, operations, and regulatory landscape\n, • Excellent communication and leadership skills\n, • Expertise in Excel and financial modeling\n, • Advanced degree preferred (e.g., MBA, MHA)\n, • Willingness and ability to travel as needed\n\n \n For consideration, please submit your resume and cover letter to careers30@marwoodgroup.com with the subject line: Vice President – Performance Improvement \n \n Compensation is a salary commensurate with experience plus discretionary annual performance bonus and benefits package. Marwood offers a competitive wage, a collaborative work environment, and an opportunity to participate in a full benefit package, including Medical, Dental, Vision, Life, AD&D, Voluntary Life and LTD, Spouse and Dependent Life, 401k Retirement plan with a company match, Commuter, and FSA/DCFSA. We offer paid days off and paid holidays. \n \n Work Environment: Hybrid (3 days onsite, 2 days remote), Fully Remote Optional \n \n We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. All applicants must have authorization to work in the U.S.

Job Description SVP Director of New Markets Tax Credit About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking a senior executive to lead the strategy, growth, and performance of Empowerment Reinvestment Fund's New Markets Tax Credit platform. Reporting to the Executive Vice President and Chief Operating Officer, the SVP, Director of New Markets Tax Credit will lead the existing NMTC business while developing new capital programs and investment platforms. This leader will combine deep NMTC knowledge with demonstrated expertise in capital formation, complex deal structuring, underwriting and credit analysis, investor and leverage lender relationships, and enterprise platform development. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $190,000 to $210,000, depending on experience in NMTC, capital formation, underwriting, structured finance, and executive leadership. The role is also eligible for a performance bonus ranging from 15% to 20% of salary and a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The SVP is accountable for the full NMTC platform and its long-term expansion. The role sets strategy, secures and deploys capital, establishes disciplined credit and governance practices, and develops relationships that support a durable pipeline of high-impact investments. A central mandate is to build a leverage lending platform from inception and bring it from concept through launch, including its market strategy, products, credit parameters, operating model, capital plan, risk controls, staffing, partner network, and pipeline. Key Responsibilities Enterprise Strategy and Platform Development • Set strategic direction: Develop and execute the multi-year strategy, annual operating plan, budget, growth priorities, and performance measures for the NMTC platform., • Build the leverage lending platform: Create the platform from inception, including product design, target markets, borrower and transaction criteria, credit policies, underwriting standards, governance, operating procedures, staffing model, technology requirements, partner strategy, economics, and launch plan., • Develop new capital programs: Identify market needs and build complementary lending, investment, and capital programs that extend TruFund's impact and create sustainable revenue., • Lead allocation strategy: Direct the preparation of competitive NMTC allocation applications, determine deployment strategy, and position the CDE for future awards., • Advise executive leadership: Provide clear recommendations on capital deployment, risk appetite, portfolio performance, market opportunities, and resource requirements. Capital Formation and External Relationships • Lead capital formation: Develop and execute strategies to raise investor equity, leverage debt, and other forms of capital needed to support NMTC transactions and new investment platforms., • Manage investor and lender relationships: Build and maintain senior relationships with tax credit investors, leverage lenders, financial institutions, foundations, public-sector partners, and other capital providers., • Negotiate commercial terms: Lead term sheet development and negotiation of pricing, fees, credit terms, collateral, intercreditor arrangements, and other material transaction economics., • Represent TruFund externally: Serve as a senior representative with the CDFI Fund, NMTC Coalition, industry partners, legal counsel, consultants, and community stakeholders. Deal Origination Underwriting and Structuring • Build and manage the pipeline: Source high-impact projects and lending opportunities, establish disciplined screening criteria, and maintain a diversified, deployment-ready pipeline aligned with TruFund's mission and allocation strategy., • Lead underwriting and credit analysis: Oversee borrower, sponsor, project, collateral, cash flow, repayment, and sensitivity analysis; ensure credit memoranda and financial models support sound decisions., • Structure complex transactions: Design and approve multi-tiered NMTC and leverage lending structures in partnership with borrowers, investors, leverage lenders, counsel, consultants, and internal stakeholders., • Exercise transaction oversight: Chair or participate in credit and investment decisions, resolve material diligence issues, and provide final business approval for transaction structure and closing readiness. Program Governance Risk and Compliance • Maintain program integrity: Ensure the platform operates in accordance with IRC Section 45D, CDFI Fund guidance, allocation agreements, organizational policies, and investor and lender requirements., • Oversee portfolio and allocation performance: Monitor allocation deployment, Qualified Equity Investments, sub-CDE activity, concentration, credit quality, impact performance, and emerging risks., • Strengthen governance: Partner with Corporate Compliance and the VP, Director of Asset Management and Compliance to support governing and advisory boards, reporting obligations, and corrective action plans., • Oversee regulatory reporting: Maintain executive accountability for timely and accurate AMIS submissions, including Transaction Level Reports and Institution Level Reports, and for other required investor, lender, and impact reporting. Team and Organizational Leadership • Build the team: Design the organization needed to support the existing NMTC platform and new capital programs; recruit, develop, and retain high-performing professionals and specialized consultants., • Create operating discipline: Establish clear decision rights, service standards, controls, management reporting, and cross-functional workflows spanning origination, underwriting, closing, asset management, compliance, finance, and legal., • Develop talent: Set goals, coach leaders and team members, evaluate performance, and build succession and professional development plans. Qualifications and Experience • At least 12 years of progressively responsible experience in community development finance, structured finance, commercial or corporate banking, tax credit investing, or a related field, including substantial senior leadership responsibility., • Demonstrated success building a leverage lending platform or comparable credit or investment platform from inception through launch and scale. This is a core requirement., • Proven experience raising and structuring capital and managing relationships with investors, leverage lenders, banks, foundations, government partners, or other institutional capital providers., • Advanced experience leading complex deal structuring, underwriting, credit analysis, financial modeling, and approval of material transactions., • Strong direct knowledge of NMTC transactions, Community Development Entities, IRC Section 45D, CDFI Fund guidance, allocation applications, Qualified Equity Investments, sub-CDE structures, and AMIS reporting., • Track record of leading multidisciplinary teams and coordinating legal counsel, consultants, capital partners, borrowers, and internal functions through high-stakes transactions., • Bachelor's degree in finance, accounting, economics, business administration, public policy, or a related field, or an equivalent combination of education and directly relevant experience. An advanced degree is preferred., • Executive-level communication, negotiation, judgment, and board presentation skills, with the ability to balance mission, growth, credit quality, compliance, and financial sustainability. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

FP&A Analyst \n Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) \n Department: Finance \n Reports To: Director of Finance \n \n Position Summary \n We are seeking a FP&A Analyst with a strong foundation in healthcare finance to support a rapidly growing multi-entity healthcare platform. This role will drive FP&A, operational analytics, and strategic finance initiatives, with direct exposure to executive leadership. \n \n The ideal candidate has a strong foundation in FP&A, including budgeting, forecasting, and pro forma modeling, along with an understanding of healthcare financial drivers such as payer mix, collections, and procedure-level economics. \n \n Key Responsibilities \n FP&A & Financial Reporting \n • Build and maintain budgets, forecasts, and cash flow models \n • Support monthly close and multi-entity P&L reporting \n • Analyze budget vs. actual performance and identify key drivers and variances \n • Assist in developing standardized reporting cadence and outputs \n Operational Analytics \n • Build and maintain operational reports and dashboards to track key performance indicators across sites and service lines \n • Ensure consistency and accuracy of operational data used in financial reporting and analysis • Identify trends and variances in operational performance and escalate insights to finance and leadership \n \n Strategic Finance & M&A \n • Support financial diligence and underwriting for acquisitions \n • Assist leadership in evaluating new service lines and growth initiatives \n • Build pro forma models based on operational and revenue assumptions \n • Analyze service line performance, strategic initiatives and growth opportunities \n • Translate acquisition and integration performance into inputs for ongoing forecasting and deal diligence \n Ad-Hoc \n • Support ad hoc financial and operational analyses as needed to inform business decisions \n • Build quick-turn models and scenario analyses to support time-sensitive leadership requests \n • Prepare presentation-ready schedules and materials for executive, board, and lender requests \n • Partner with operations, accounting, and clinical leadership to source data and validate assumptions \n \n Required Qualifications \n • Bachelor's degree in Finance, Accounting, or related field \n • 2–4 years of experience, healthcare finance preferred \n • Strong understanding of payer mix, reimbursement models, and revenue cycle \n • Experience with procedure-level or service line financial analysis \n • Advanced proficiency in Excel \n \n What We're Looking For \n Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: \n • Can take an assignment from concept through completion without requiring constant direction \n • Knows how to research and troubleshoot problems independently \n • Can take an incomplete data set or loosely defined problem and determine how to move forward \n \n Compensation \n $80,000–$100,000 base salary, depending on experience and qualifications. \n \n What Success Looks Like \n Within the first several months, the Analyst should own recurring budgeting and forecasting, multi-entity P&L reporting, operational dashboards, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product. \n

About the Role \n The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. \n Key Responsibilities \n\n • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal.\n, • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records.\n, • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities.\n, • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle.\n, • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel.\n, • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed.\n, • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel.\n, • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy.\n\n \n Qualifications \n\n • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role.\n, • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow.\n, • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures.\n, • CPA preferred; MBA a plus.\n\n \n

Sweet Apparel Inc. is a fast-paced apparel manufacturer specializing in quick turn production for juniors, women’s, men’s, and kids’ clothing. The company is recognized for high standards in design, quality, and timely delivery to retail partners and brands. Teams collaborate closely across design, production, and operations to bring fashion-forward products to market efficiently. \n \n Position Summary \n We are growing and seeking a motivated and detail-oriented Associate Merchandise Planner to support the development and execution of merchandise strategies that drive sales and profitability. \n \n Key Responsibilities \n\n • Coordinate the development of annual, seasonal, monthly, weekly, and daily merchandise plans\n, • Construct merchandise purchase schedules, including initial product deliveries and in-season merchandise flow\n, • Provide analysis on trends and recommendations to influence cancellations, future purchases, and assortment strategies\n, • Analyze historical performance to identify areas of opportunity and risk\n, • Prepare preseason promotional and markdown strategies in partnership with Buying and Merchandising teams\n, • Develop, maintain, and update tools and reports to support business needs\n, • Establish processes and tools to review product assortments; provide data and analysis to support decision-making\n, • Maintain business processes and serve as a subject matter resource for process improvements\n\n \n Qualifications \n\n • Bachelor’s degree in Business, Finance, Marketing, Fashion Merchandising, or a related field\n, • 3+ years of experience in merchandising, planning, buying, or equivalent experience preferred\n, • Strong understanding of retail math and measurement used in financial reporting\n, • Proven ability to work independently with minimal supervision\n, • Ability to operate a computer and use relevant software programs\n, • Strong analytical skills with the ability to interpret quantitative and qualitative data to identify meaningful insights\n, • Financial and business acumen with the ability to evaluate performance indicators and translate data into actionable recommendations\n, • Experience working in a retail planning or merchandising environment supporting multiple channels\n, • Advanced proficiency in Excel (pivot tables, lookups, and modeling)\n, • Experience using planning or reporting tools and data visualization platforms (preferred)\n, • Strong communication skills with the ability to present insights to cross-functional partners\n\n \n What We Offer \n\n • Health insurance\n, • 401k\n, • Paid time off and holidays\n, • Collaborative and entrepreneurial work environment\n, • Professional development and career advancement opportunities\n\n \n \n \n Target compensation for this role starts at $65k dependent on experience \n

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

Coda Search is partnering with a rapidly growing company that has a unique business model for the Financial Technology sector. They have been growing exponentially over the past 10 years. The team is seeking to hire a Head of Corporate Accounting to build out Fixed Assets and all costs associated with. This individual will drive their Implementation and design of internal reporting working with Operations, Technology, and internal consultants. \n \n Key Responsibilities: \n\n • Global Asset Ownership: Build out and Drive fixed asset accounting framework, capitalization policies, and useful life tracking worldwide.\n, • Technical Compliance: Evaluate global infrastructure expenditures for proper ASC 842 (leases) and ASC 360 (impairments) treatment.\n, • Financial Close: Direct timely, accurate month-end and quarter-end close cycles for all infrastructure and capital asset portfolios.\n, • Data & Allocations: Analyze massive datasets to solve complex cost-allocation challenges and improve data integrity.\n, • Strategic Modeling: Partner with Procurement and Financial Reporting to build models that optimize spend and guide capacity planning.\n, • Process Automation: Design scalable workflows and robust internal controls to support high-volume transactions during hyper-growth.\n, • Cross-Functional Partnership: Translate engineering and technical infrastructure requirements into clear financial implications.\n, • Audit & Reporting: Serve as the main contact for external auditors regarding infrastructure costs, and prepare investment schedules for senior leadership.\n\n \n Qualifications: \n\n • 10+ years of accounting experience, with a strong foundation in technical accounting\n, • Prior public accounting experience (Big 4 preferred)\n, • CPA required\n, • Strong Fixed Asset and Leases financial reporting experience\n, • Proven ability to improve processes and implement core accounting procedures\n, • Excellent communication, leadership, and presentation skills\n, • Prior supervisory experience required\n

Overview \n \n At Harrison Green, we create landscapes that enrich daily life, foster connection, and bring enduring beauty to the places people call home. Our work spans city rooftops, townhouses, country estates, hospitality environments, and boutique commercial projects, each approached with the same commitment to thoughtful design, meticulous execution, and long-term stewardship. \n \n Operating across three distinct divisions—Design, Installation, and Maintenance—our commercial success relies on rigorous business-level accounting, precise GAAP/WIP compliance, and executive-level profitability analytics. Reporting directly to the Chief Financial Officer, this role serves as the central manager of our firm-wide financial ecosystem and business intelligence. \n \n While our Cost Estimating Lead focuses on micro-level project budgets and job-cost autopsies, you will own macro-level financial operations—including full-charge bookkeeping in QuickBooks Online, divisional P&Ls, overall firm profitability analysis, and the synthesis of executive KPI dashboards. This is not a generic corporate accounting role. We are seeking an operational analyst who understands the financial mechanics of high-end design-build or architecture studios and wants to drive business-level growth insights. \n \n Key Responsibilities \n \n Business Level Accounting \n\n • Full-Charge Accounting: Manage day-to-day general ledger operations in QuickBooks Online, overseeing Accounts Receivable (milestone billing, retainers, client statements) and Accounts Payable (subcontractor pay apps, vendor bills, expense classification).\n, • WIP & Month-End Close: Perform monthly bank, credit card, and merchant reconciliations. Execute Work-In-Progress (WIP) adjustments, deferred revenue releases, and accruals to ensure audit-ready month-end closes for our external CPA.\n, • Cash Flow Management: Monitor firm liquidity, maintain cash flow forecasting models, and manage yield-bearing reserve accounts for capital allocations and incentive pools.\n\n \n Departmental Profitability & Executive Analysis \n\n • Divisional P&L Management: Prepare, review, and analyze monthly and quarterly Profit & Loss (P&L) statements for each distinct business unit (Design, Installation, Maintenance) to evaluate divisional margin health.\n, • Firm-Wide Profitability Insights: Synthesize financial data into actionable executive summaries for the CFO and Executive Committee, identifying macro revenue trends, overhead cost drivers, and business expansion opportunities.\n, • Central KPI Dashboard Management: Lead the maintenance and visualization of the firm’s central KPI performance dashboard. Aggregate data across accounting (QBO), project management (Smartsheet), and time-tracking (ClockShark) to track billable utilization, sales cycle velocity, and milestone adherence.\n, • Cross-Analyst Collaboration: Partner with the Cost Estimating Lead—ingesting their project-level "Estimated vs. Actual" data into business-level profitability models and executive KPI views.\n\n \n Who You Are \n You are a detail-obsessed financial professional who thrives at the intersection of accounting precision and executive business intelligence. You love clean general ledgers, understand how divisional P&Ls tell the story of a firm's health, and enjoy translating complex raw data into clear executive insights. \n \n What You Bring \n\n • Industry Experience: Minimum 2–5+ years of hands-on accounting and business analysis experience within an architecture, landscape design, interior design, luxury design-build, or professional services firm.\n, • Macro Accounting Expertise: Deep working knowledge of GAAP principles, WIP accounting, deferred revenue recognition, chart-of-accounts structuring, and multi-departmental P&Ls.\n, • Software Mastery: Advanced proficiency in QuickBooks Online, ADP WorkforceNow, and time-tracking/project management platforms (e.g., ClockShark, Smartsheet).\n, • Excel & Analytics Skills: Advanced Microsoft Excel / Google Sheets skills (pivot tables, complex formulas, financial modeling, conditional logic).\n, • Education: Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.\n\n \n Preferred Qualifications \n\n • Senior Financial/Operations Analyst experience in an NYC design, architecture, or specialty construction studio.\n, • Prior experience building or managing company-wide KPI dashboards and executive reporting suites.\n

About the Association of National Advertisers (ANA) \n The ANA is the premier resource for marketers, driving industry growth and advancing best practices across the advertising ecosystem. ANA brings together the world’s leading brands to foster innovation, protect the interests of marketers, and elevate the marketing profession. Through advocacy, thought leadership, professional development, and collaboration, ANA supports marketing leaders as they navigate a rapidly evolving business environment. The Association serves a diverse membership base and operates at the intersection of marketing innovation, policy, and industry leadership. \n \n Location \n New York City \n \n Position Overview \n The Executive Vice President, Operations & Administration is a senior member of the executive leadership team responsible for strengthening the Association's operational effectiveness through financial leadership, governance, administration, and cross-functional execution. The EVP reports to the President & COO and serves as operational partner, ensuring priorities move from planning to execution while coordinating work across departments and driving accountability for results. \n \n The role combines executive leadership with hands-on responsibility for financial planning, governance, operational improvement, compliance, and enterprise initiatives. Success requires someone who is equally comfortable developing strategy, analyzing complex issues, and personally driving execution across the Association. \n \n The position is designed to integrate and strengthen existing functions and work collaboratively with current leadership to improve effectiveness rather than add organizational layers. \n \n Key Responsibilities \n \n Executive Leadership \n\n • Partner closely with the President & COO on organizational, operational, and administrative matters.\n, • Serve as a trusted advisor on strategic, financial, and operational matters.\n, • Lead cross-functional initiatives and special projects that advance the Association’s priorities.\n, • Represent the President & COO in meetings, operational reviews, and other initiatives, as appropriate.\n, • Prepare analyses and recommendations that support executive decision-making.\n\n \n Finance, Planning & Performance \n\n • Develop financial models and scenario analyses to support decision making.\n, • Monitor the Association’s performance and identify trends, risks, and opportunities.\n, • Oversee membership revenue forecasting, dues modeling, and related financial analysis.\n, • Ensure accurate accounting and reporting for membership billing, dues recognition, and related financial activities.\n, • Partner with the Head of Accounting to maintain strong financial reporting, internal controls, audit readiness, and nonprofit accounting compliance.\n, • Prepare materials and analyses for the Board of Directors and Finance & Operations Committee.\n\n \n Operations & Association Effectiveness \n\n • Partner with departmental leaders to align operations with strategic and financial objectives.\n, • Establish performance metrics, operational dashboards, and decision frameworks that improve the Association’s performance.\n, • Identify opportunities to streamline processes, improve efficiency, and enhance cross-functional collaboration.\n, • Support leadership teams in addressing operational challenges and enhancing the Association’s performance.\n\n \n Governance, Compliance & Risk \n\n • Lead governance, compliance and risk management activities.\n, • Partner with leadership and external advisors to ensure compliance with applicable laws and nonprofit requirements.\n, • Recommend and implement enhancements to governance policies, internal controls, and risk management practices.\n, • Manage the Association’s insurance program and relationships with brokers and carriers.\n\n \n Association (People) Administration \n\n • Partner with HR leadership to ensure compliance with federal, state, and local employment laws.\n, • Support workforce planning, compensation, and benefits strategies from an operational and financial perspective.\n, • Evaluate the Association and employment-related risks and recommend process improvements that strengthen administrative effectiveness.\n\n \n Intellectual Property Management \n\n • Manage the Association’s trademark portfolio and related intellectual property assets.\n, • Coordinate with legal counsel on filings, renewals, and protection activities.\n, • Ensure intellectual property practices support the Association’s business objectives and contractual obligations.\n\n \n Qualifications \n\n • Bachelor’s degree in business administration, Finance or related field required\n, • MBA, CPA, or JD strongly preferred\n, • 15+ years of progressive leadership experience in finance, operations, or corporate administration\n, • Demonstrated success improving financial controls, operational processes, governance, and Association effectiveness.\n, • Experience operating in trade associations, membership Associations, professional societies, or nonprofit environments, or advising such Associations is preferred\n, • Familiarity with dues-based revenue models and nonprofit accounting practices strongly preferred\n, • Strong understanding of employment law fundamentals and HR compliance\n, • Exceptional leadership, analytical, and communication skills\n, • Proven ability to balance executive leadership with a hands-on, roll-up-your-sleeves approach to execution.\n\n \n Salary and Total Rewards Package \n Starting pay range: $325,000 to $350,000 plus incentive compensation based on relevant experience and qualifications. Comprehensive health and wellness benefits including 401k with company match. \n \n To Apply \n If your qualifications, leadership experience, and career accomplishments align with the responsibilities of this executive opportunity, we invite you to submit your resume, a cover letter outlining your interest, and your compensation requirements to careers@ana.net. Please note that only candidates who include compensation requirements with their application will be considered. \n

Job DescriptionPrivate Capital Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Private Capital Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles across private equity, venture capital, private credit, real assets, and other private market strategies. Actual openings may vary based on employer focus, fund strategy, asset class (e.g., buyout, growth, venture, private credit, infrastructure), and stage of the investment lifecycle. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Private Capital Specialists support investment teams, fund platforms, and capital strategy functions across the private markets investment lifecycle. The role blends investment support, market research, transaction coordination, portfolio monitoring, and fund operations, depending on firm needs. These professionals work closely with investment professionals, portfolio teams, capital formation, operations, and external advisors to support sourcing, execution, portfolio management, and investor-related activities in a collaborative, deal-driven environment. Key Responsibilities Support private market investment activities across sourcing, evaluation, execution, and portfolio monitoring Conduct market, sector, and thematic research relevant to private capital strategies Assist with investment screening, opportunity tracking, and internal pipeline management Support transaction processes, including coordination with internal teams and external advisors Prepare investment materials, summaries, and internal reporting for senior team members Monitor portfolio company performance and track key operational and financial metrics Assist with valuation support, portfolio reviews, and performance monitoring Contribute to fund-level analysis, capital deployment tracking, and investment pacing Support investor-related initiatives such as reporting, data requests, and communications Maintain internal databases, dashboards, and documentation related to investments and funds Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, Engineering, or a related field Strong interest in private markets, alternative investments, and long-term capital strategies Foundational understanding of private equity, venture capital, private credit, or real assets Strong analytical, organizational, and problem-solving skills Proficiency in Excel and PowerPoint; familiarity with financial modeling tools is a plus Ability to manage multiple workstreams in a deadline-driven environment Strong written and verbal communication skills Detail-oriented with a collaborative, team-first mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching across private capital and alternative investment roles Resume and profile optimization for private markets hiring Guidance on outreach to investment teams, funds, and platform groups Interview preparation for private capital, investment support, and transaction-focused roles To learn more or express interest in private capital opportunities, visit: https://www.careerlaunch.ai/

Job DescriptionNo room to grow where you are? This role presents clear opportunities to advance in knowledge & responsibilities. P&C insurance provider has a great opportunity for a senior member to be part of a small actuarial team. You'll set technical standards for pricing and financial forecasting initiatives. The ideal candidate would be a FCAS or career ACAS with 7+ years of actuarial experience with at least 4 in a ratemaking or pricing/modeling role. Must have knowledge of generalized linear models (GLMs) and proficiency in Excel, SQL, R and/or Python. (#58849) Compensation: • Salary range of $180-195K Location: • Remote

Job Description Alternative Credit Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Alternative Credit Specialist position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in alternative credit, private lending, and structured credit markets. Actual openings may vary based on employer needs, asset class focus (e.g., private credit, mezzanine, distressed debt, direct lending, specialty finance), and investment strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview The Alternative Credit Specialist supports investment teams by analyzing, executing, and monitoring non-traditional credit opportunities. The role blends financial analysis, transaction support, and portfolio oversight to facilitate lending and structured credit investments across private markets. This position involves close collaboration with portfolio managers, credit analysts, deal teams, and risk management to ensure effective execution, monitoring, and reporting of alternative credit positions. Key Responsibilities Assist in sourcing, underwriting, and executing alternative credit transactions, including direct lending, mezzanine debt, distressed debt, and specialty financing Conduct detailed financial modeling, credit analysis, and stress testing to evaluate risk and return Support due diligence processes, including review of borrower financials, legal documentation, and collateral structures Monitor portfolio performance, cash flows, covenants, and risk exposures for alternative credit investments Build and maintain analytical tools, dashboards, and reporting frameworks for tracking credit performance Research market, sector, and macroeconomic trends that impact credit markets and create investment opportunities Identify inefficiencies, credit dislocations, and opportunities for structured and opportunistic lending Prepare daily, weekly, and ad-hoc reports for senior management and investment committees Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, or a related field Strong understanding of alternative credit markets, structured finance, private lending, and credit risk assessment Experience or coursework in credit analysis, private debt, leveraged finance, or alternative investments (preferred but not required) Advanced analytical skills with strong attention to detail Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work effectively in fast-paced, deal-oriented environments Clear written and verbal communication skills Interest in non-traditional lending, private credit strategies, and structured capital solutions About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment teams and hiring managers Interview preparation for alternative credit, private debt, and structured finance assessments To learn more or express interest in alternative credit roles, visit: https://www.careerlaunch.ai/

Job Description Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem – https://initiosphere.org Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approvals) About Initio Sphere Initio Sphere is a full-service private capital ecosystem where capital meets talent. We serve fund managers, investors, operators, and finance professionals across private markets—combining deal flow, analyst talent, investor relations, networking, training, and job placement into a single platform. Our mission is to promote opportunity, credibility, and real earning potential for serious private capital professionals. Strategic Investment Analysts focus on evaluating and supporting investment opportunities, analyzing portfolio strategy, and providing actionable insights that help drive fund and investment decisions. Role Overview Initio Sphere is seeking qualified finance professionals to join as Certified Strategic Investment Analysts. This is not a traditional employment role. Analysts operate as independent contractors, activated through Initio Sphere’s certification and verification process. Once approved, Strategic Investment Analysts: Are promoted within the Initio Sphere platform Gain access to real deal flow and paid analytical work Support investors, fund managers, and operators by analyzing deals, performing risk and return assessments, and contributing to investment strategy Build a verified track record of strategic investment support along with an Analyst Rating Score Certification tiers: Senior Analyst · Lead Analyst · Analyst / Associate Analyst Analyst Levels & Pay RangesSenior Analyst Rating Score: 90–100 Pay: $150–200/hour Typical Background: Ex-investment banking, private equity, venture capital, strategic consulting, or portfolio management with 5+ years of deal and investment strategy experience Lead Analyst Rating Score: 80–89 Pay: $100–150/hour Typical Background: Finance professionals with 3–5 years of experience in deals, investment strategy, or portfolio analysis Analyst / Associate Rating Score: 60–79 Pay: $50–100/hour Typical Background: Entry to mid-level analysts with strong financial modeling, analytical, and research skills What You’ll Do (Approval-Based) Strategic Investment Analysts are engaged based on category-specific approvals, earned through assessment and performance. Strategic Deal & Investment Analysis Evaluate potential investments for risk, return, and strategic alignment Analyze market trends, competitor landscapes, and sector performance Perform sensitivity and scenario analyses to assess deal viability Build financial models to support investment recommendations Prepare executive summaries, dashboards, and reports for investors and fund managers Portfolio & Risk Support Monitor existing portfolio investments for performance, KPIs, and strategic fit Conduct due diligence on potential acquisitions or capital allocations Support investment memos, risk assessments, and operational review processes Analysts may only perform work in categories for which they are approved. How Analysts Start Earning Complete the Analyst Certification Assessment or approved training Receive category-specific approvals (Modeling, Valuation, Investment Strategy, Risk Assessment) Get verified on the Initio Sphere platform Begin earning immediately through hourly projects and live deal work No cold applications. No unpaid “experience.” Verified analysts are actively promoted to investors, fund managers, and deal sponsors. Certification & Eligibility To qualify, candidates must meet at least one of the following: Score ≥70% in at least one category of the Analyst Certification Assessment Complete Initio Sphere Financial Training Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent) Analyst Rating Score Each analyst receives a 0–100 Analyst Rating Score, which determines: Platform visibility and access to deals and portfolios Approved work categories Recommended hourly rates Scores are updated based on accuracy, thoroughness, and feedback from investors and fund managers. Compensation & Deal Terms Analysts are independent contractors, not employees Hourly rates depend on Rating Score and approval level Analysts may earn up to 10% of the first $100,000 in transaction fees Maximum deal-based earning: $2,500 per transaction Payments issued only after successful completion of approved work Initio Sphere reserves the right to revoke approvals for quality or compliance issues Compliance Notice Strategic Investment Analysts do not: Provide investment advice Solicit securities Represent Initio Sphere in a regulated capacity All work is limited to analytical, diligence, and strategic investment support and must comply with applicable securities laws. Why Join Initio Sphere Immediate earning potential once verified Real private market deal and portfolio exposure Platform-driven credibility and promotion Long-term upside through verified track record and network growth A single ecosystem for career, capital, and opportunity

Job Description Here's a short and polished JD: Investment & Finance Expert Role Type: Contractor Location: Remote About the Role We are looking for finance professionals with experience in investment banking, private equity, venture capital, hedge funds, or growth equity to help evaluate and improve AI models' financial reasoning. Key Responsibilities • Evaluate AI outputs related to valuation, financial modeling, markets, and investments., • Create expert-level prompts and reference answers., • Identify errors, weak reasoning, and unrealistic assumptions., • Provide expert feedback to improve AI model performance.Required Skills, • Financial Modeling & Analysis, • Valuation, • Investment Analysis, • Due Diligence, • Capital Markets, • Advanced ExcelPreferred Qualifications, • 1+ year of relevant experience in IB, PE, VC, hedge funds, or growth equity., • Experience at a recognized financial firm or legitimate startup., • Undergraduate degree from a top-ranked university., • Strong written English and communication skills., • Based in an English-speaking country.

Job DescriptionDeal Analysis Associate – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Deal Analysis Associate – Private Equity description represents the type of early-career, transaction-focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive deal execution and investment analysis roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Deal Analysis Associates to support transaction evaluation, financial underwriting, and diligence execution across new investments. Individuals in roles like this work closely with senior investors on live deals, developing deep expertise in deal economics, valuation, and investment decision-making. The environment is typically lean and fast-paced, offering meaningful exposure to end-to-end transaction processes. Day-to-Day ResponsibilitiesDeal Evaluation & Transaction Modeling Build and maintain operating and transaction models, including 3-statement models, DCFs, and LBOs Analyze deal economics, return profiles, capital structures, and downside scenarios Evaluate valuation using comparable companies, precedent transactions, and scenario-based approaches Underwriting & Investment Analysis Assess business models, revenue drivers, cost structures, and scalability Analyze historical and projected financial performance, KPIs, and unit economics Identify key value-creation levers and risk factors within each transaction Due Diligence Execution Support financial, commercial, operational, and legal diligence processes Coordinate data analysis across advisors and internal stakeholders Synthesize diligence findings into clear, actionable insights Investment Committee Support Draft investment memos, underwriting summaries, and presentation materials Clearly articulate deal rationale, assumptions, risks, and mitigants Present data-backed perspectives to support investment decisions Transaction & Portfolio Support Assist with add-on acquisitions, recapitalizations, and financing analyses Support post-close tracking against underwriting assumptions Contribute to exit analysis and transaction planning What Makes This Work Engaging Direct involvement in live private equity transactions Hands-on exposure to deal structuring and investment decision-making Accelerated learning across M&A, valuation, and strategic finance Close collaboration with senior investors and advisors Ideal Candidate Profile This profile reflects the competencies commonly sought for deal-focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills; comfort building and auditing LBO models Solid understanding of accounting, valuation, and corporate finance principles Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, consulting, or corporate finance is beneficial Demonstrated interest in transaction work, underwriting, and deal execution Soft Skills & Mindset Strong analytical and problem-solving abilities Ability to synthesize complex information under tight timelines Clear written and verbal communication skills High ownership mentality and attention to detail Coachability, intellectual curiosity, and resilience in fast-paced deal environments How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive deal-focused finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, investment banking, corporate development, and M&A roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to recruiters and investment decision-makers Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with private equity case studies, deal modeling, and underwriting reviews Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionCapital Advisory Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Capital Advisory Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in capital advisory, strategic financing, and investor solutions. Actual openings may vary based on employer type (e.g., investment banks, capital advisory firms, GP advisory platforms, alternative asset managers) and advisory focus, including fundraising strategy, balance sheet optimization, or strategic capital initiatives. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Capital Advisory Analysts support senior advisors in delivering strategic capital solutions to clients, including private fund managers, corporates, and investment platforms. The role blends financial analysis, market research, and transaction execution support in a client-facing advisory environment. These roles often involve close collaboration with managing directors, clients, legal advisors, and institutional investors. Key Responsibilities Support advisory engagements related to capital raising, financing strategy, and capital structure optimization Analyze financing alternatives, fund structures, and strategic capital solutions Build financial models related to capital structures, cash flows, and return scenarios Prepare client presentations, pitch materials, and advisory memoranda Conduct market research and benchmarking of capital markets, investor appetite, and peer transactions Assist with transaction execution, including due diligence coordination and data room management Track project timelines, deliverables, and client communications Analyze investor feedback and market conditions to inform advisory recommendations Prepare internal updates and materials for senior advisory teams Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field Strong interest in advisory work, capital markets, and strategic finance Understanding of capital structures, financing instruments, and investment vehicles Strong analytical and financial modeling skills with high attention to detail Proficiency in Excel and PowerPoint; familiarity with CRM or data platforms is a plus Ability to manage multiple projects in a deadline-driven, client-focused environment Strong written and verbal communication skills Professional demeanor and comfort interacting with senior stakeholders Highly organized, proactive, and team-oriented mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to capital advisory and strategic finance teams Interview preparation for capital advisory, fundraising, and strategic finance roles To learn more or express interest in capital advisory roles, visit: https://www.careerlaunch.ai/

Job Description Company Overview Dana-co, a leading company specializing in luxury intimate apparel, is seeking a highly analytical DTC Planning Manager to support new product buying, inventory planning, Amazon FBA management, weekly selling analysis, financial forecasting, and budget planning across our direct-to-consumer businesses. This role will be responsible for managing DTC planning and analysis to drive business decisions and improve processes. The ideal candidate is highly skilled in Excel, comfortable working with large data sets, and able to turn selling trends into clear business recommendations. Job Requirements This position requires the candidate to work onsite at least four days per week in our New York City office. Qualifications • 3+ years of experience in sales analysis and inventory management, or a similar analytical role., • Advanced Excel skills required., • Experience with inventory planning, Shopify, BI tools, or planning tools is a plus., • Strong analytical, organizational, and communication skills., • Ability to manage large data sets and translate analysis into actionable recommendations., • Comfortable working in a fast-paced, growth-oriented environment. Responsibilities • Place quarterly new product buys for DTC channels based on sales trends, inventory needs, margin goals, and growth plans., • Recommend style, color, and size-level buy quantities to support demand and minimize excess inventory., • Analyze weekly selling across all DTC businesses., • Identify business risks and opportunities and recommend actions to improve sales, margin, and inventory productivity., • Support monthly and quarterly reforecasting based on actual results, business trends, marketing plans, and inventory availability., • Assist in annual budget planning and financial modeling., • Improve planning tools, reporting processes, and analytical visibility.

Job DescriptionAcquisition Analysis Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Acquisition Analysis Associate description represents the type of early-career acquisition and transaction-focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment and M&A roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms, corporate development teams, family offices, and acquisitive platforms within our network may seek analytically strong Acquisition Analysis Associates to support end-to-end acquisition evaluation and execution. Individuals in roles like this focus on underwriting potential acquisitions, assessing strategic and financial fit, supporting diligence, and helping investment teams make informed capital allocation decisions. The environment is typically lean and deal-driven, offering meaningful exposure to transaction execution and senior decision-makers. Day-to-Day ResponsibilitiesAcquisition Evaluation & Financial Modeling Build and maintain acquisition-focused financial models, including operating models, accretion/dilution analyses, DCFs, and LBOs Analyze transaction structures, purchase price assumptions, and financing scenarios Evaluate returns, downside cases, and sensitivity analyses Support valuation analysis using comparable companies, precedent transactions, and intrinsic methods Due Diligence & Transaction Support Support diligence across financial, commercial, operational, and legal workstreams Analyze historical financials, KPIs, customer concentration, and unit economics Identify key risks, synergies, and value-creation opportunities Coordinate with internal teams and external advisors during live transactions Strategic & Market Analysis Conduct industry, market, and competitive research to assess acquisition attractiveness Evaluate strategic fit with existing platforms or portfolio companies Support development of acquisition rationales and integration considerations Investment Committee & Decision Support Draft acquisition memos and presentation materials Summarize diligence findings and transaction economics Present data-backed recommendations on deal viability, risks, and upside potential Portfolio & Add-On Acquisition Support Support bolt-on acquisition analysis and integration planning Assist portfolio companies with acquisition modeling and post-close tracking Contribute to refinancing, recapitalization, and exit-related analyses What Makes This Work Engaging Direct exposure to live M&A and acquisition processes Hands-on involvement in high-impact investment decisions Accelerated learning in transaction structuring, valuation, and diligence Close collaboration with senior investors, operators, and advisors Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Advanced Excel and financial modeling skills Strong understanding of accounting, valuation, and M&A fundamentals Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, corporate development, transaction advisory, or consulting is beneficial Demonstrated interest in acquisitions, M&A, or transaction analysis Experience analyzing financial statements and transaction structures Soft Skills & Mindset Strong ownership mentality and attention to detail Ability to synthesize complex information into clear recommendations Clear written and verbal communication skills Comfort working in fast-paced, deadline-driven deal environments Coachability, curiosity, and willingness to learn quickly How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and M&A roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, corporate development, investment banking, and acquisition-focused roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm, direct conversations rather than relying solely on job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with M&A case studies, acquisition modeling, and diligence questions Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionEquity Research Expert Role Type: Contractor Location: Remote We are seeking experienced Equity Research Experts to contribute to a customer project focused on advanced financial analysis, modeling, earnings analysis, and sector insights. You'll apply your expertise to evaluate real-world equity research content and help train next-generation AI systems. No prior AI experience is required. Scope of Work • Review and evaluate equity research datasets for accuracy and relevance., • Analyze earnings reports, estimate revisions, and peer benchmarking., • Evaluate company financial models, including revenue, margins, cash flow, and valuation drivers., • Prepare concise research summaries and event-driven updates., • Develop and articulate investment theses using quantitative and qualitative analysis., • Identify industry trends, sector-specific metrics, and company catalysts., • Provide feedback to improve the quality and accuracy of research-related content.Preferred Qualifications, • Extensive experience as a Sell-Side Research Associate, Research Analyst, VP, or Director with ownership of company models and research., • Experience covering multiple companies across several earnings cycles., • Strong understanding of business drivers, financial performance, and valuation., • Deep expertise in at least one sector, such as banking, insurance, biotech, technology, or other industries., • Strong written and verbal communication skills., • Proven experience in earnings analysis, peer benchmarking, valuation, and event-driven research., • Experience developing and defending investment theses and research views.

Job DescriptionPrivate Capital Risk Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Private Capital Risk Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in risk management, private capital, and portfolio oversight. Actual openings may vary depending on employer focus, including private equity, private credit, real estate, infrastructure, or other alternative investment strategies. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Private Capital Risk Analysts support investment teams by identifying, measuring, and monitoring risks across private capital portfolios. The role combines quantitative analysis, financial modeling, and operational oversight to help ensure portfolio stability, regulatory compliance, and alignment with investment objectives. These positions involve close collaboration with portfolio managers, investment operations, fund accountants, and senior risk management professionals. Key Responsibilities Monitor portfolio exposures, market, credit, liquidity, and operational risks across private capital investments Develop and maintain risk dashboards, reports, and analytical models to track portfolio risk metrics Analyze potential downside scenarios, stress tests, and sensitivity analyses Support due diligence on new investments from a risk perspective Assist with regulatory and internal risk reporting for senior management and investors Identify anomalies, trends, or concentration risks and escalate findings Collaborate with portfolio managers, operations, and compliance teams to implement risk mitigation strategies Contribute to process improvements and risk management best practices Preferred Qualifications Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field Strong understanding of private capital markets, investment products, and risk management frameworks Experience or coursework in private equity, private credit, alternative assets, or investment risk analysis Advanced analytical skills and strong attention to detail Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work effectively in fast-paced, collaborative environments Strong written and verbal communication skills Interest in portfolio risk, fund management, and quantitative problem-solving About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment teams and fund managers Interview preparation for private capital, risk, and portfolio analytics roles To learn more or express interest in private capital and risk roles, visit: https://www.careerlaunch.ai/

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets opportunity and talent. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets. Our platform is built for professionals seeking real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Capital Network Liaisons to support relationship-driven coordination between investment opportunities and our investor and fund manager network. This is not an employment role. Capital Network Liaisons operate as independent contractors, activated through a verification and approval process. Once approved, Capital Network Liaisons: Serve as a relationship bridge between deal principals and capital partners Coordinate introductions within the private capital network Support the smooth flow of opportunities across stakeholders Earn success-based compensation on closed transactions Build a verified capital network facilitation track record within the Initio Sphere ecosystem This role is ideal for professionals trusted by both operators and capital allocators and comfortable operating at the center of private market relationships. What You’ll Do (Approval-Based) Approved Capital Network Liaisons may: Identify or receive qualified investment opportunities Match opportunities with relevant investors, sponsors, or fund managers Provide high-level deal context (asset, structure, economics, investment thesis) Coordinate initial introductions and ongoing communication Support early-stage diligence handoff to analyst teams Capital Network Liaisons are not responsible for underwriting, financial modeling, or capital raising. Eligible Deal Types Based on approval and experience, Capital Network Liaisons may facilitate opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on network access and market familiarity. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and liaison contribution No caps on earnings for consistently high-quality network facilitation Activation Process To become a Capital Network Liaison: Submit an application and background details Complete verification and deal category approval Get activated within the Initio Sphere platform Begin facilitating qualified introductions There is no cold outreach to funds and no blind pitching. All introductions occur through curated, platform-driven channels. Compliance Notice Capital Network Liaisons do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to relationship facilitation and deal introduction and must comply with applicable securities laws. Who This Role Is For Operators with trusted relationships across capital and deals Brokers or intermediaries focused on coordination rather than execution Advisors and consultants embedded in capital networks Networked professionals who naturally facilitate introductions Why Join Initio Sphere Monetize trusted relationships without launching a fund Earn on transactions without underwriting risk Work directly with credible capital allocators Build long-term signal, trust, and a verified facilitation history Operate inside one ecosystem for sourcing, relationships, and upside

Job Description Roles: Senior · Lead · Analyst / Associate Initio Sphere Private Capital Ecosystem – https://initiosphere.org Compensation: $50–$200/hour, based on Analyst Rating Score, credentials, and approval scope About Initio Sphere Initio Sphere is a full-service private capital ecosystem where capital meets talent. We serve fund managers, investors, operators, and finance professionals across private markets by integrating deal flow, capital allocation analysis, investor relations, networking, training, and job placement into a single platform. Our mission is to promote opportunity, credibility, and real earning potential for serious private capital professionals. Once verified, analysts are activated on live capital allocation reviews and can begin earning immediately. Role Overview Initio Sphere is seeking qualified finance professionals to join as Certified Capital Allocation Review Analysts. This is not a traditional employment role. Capital Allocation Review Analysts operate as independent contractors and are activated through Initio Sphere’s certification and verification process. Once approved, analysts: Are promoted within the Initio Sphere platform Gain access to real, paid capital allocation and investment review work Support investors, fund managers, and operators in evaluating capital deployment decisions Build a verified allocation review track record and Analyst Rating Score Certification tiers: Senior Capital Allocation Review Analyst · Lead Capital Allocation Review Analyst · Capital Allocation Review Analyst / Associate Analyst Levels & Pay RangesSenior Capital Allocation Review Analyst Rating Score: 90–100 Pay: $150–200/hour Typical Background: Former investment banking, private equity, venture capital, asset management, real estate, or senior consulting professionals with 5+ years of capital allocation or portfolio decision experience Lead Capital Allocation Review Analyst Rating Score: 80–89 Pay: $100–150/hour Typical Background: Finance professionals with 3–5 years of investment analysis, underwriting, or portfolio evaluation experience Capital Allocation Review Analyst / Associate Rating Score: 60–79 Pay: $50–100/hour Typical Background: Entry to mid-level analysts with strong financial modeling and analytical skills What You’ll Do (Approval-Based) Depending on certification approvals, Capital Allocation Review Analysts may be engaged to: Capital Allocation & Investment Review Review proposed capital deployments for risk-adjusted return potential Evaluate alignment with fund mandates, portfolio construction, and allocation strategy Assess opportunity cost and capital efficiency across competing investments Review underwriting assumptions and return drivers Financial Modeling & Valuation Review Review 3-statement financial models for accuracy and logic Evaluate valuation methodologies (DCF, LBO, NAV, comparable companies, precedent transactions) Assess sensitivity, scenario, and downside analyses Review capital stack structures and sources & uses Diligence & Risk Assessment Review Quality of Earnings (QoE) analyses and diligence findings Evaluate commercial, operational, and financial risks Identify concentration, liquidity, and downside exposure risks Support investment memo refinement and allocation rationale Note: Analysts may only perform work in categories they are explicitly approved for. Approvals are earned through assessment and demonstrated performance—not tenure. How Analysts Start Earning Complete the Capital Allocation Review Analyst Certification Assessment or approved training Receive category-specific approvals (Allocation Review, Modeling Review, Valuation Review, Diligence Review) Get verified on the Initio Sphere platform Begin earning immediately through hourly allocation review assignments and live deal work No cold applying. No unpaid “experience.” Verified analysts are actively promoted to investors and fund managers. Certification & Eligibility To qualify, you must meet at least one of the following: Score ≥70% in at least one category of the Certification Assessment Complete Initio Sphere Financial Training Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent) Analyst Rating Score Each Capital Allocation Review Analyst receives a 0–100 Analyst Rating Score, which determines: Platform visibility Approved work categories Recommended hourly rates Scores are based on analytical rigor, judgment quality, clarity of insights, and compliance. Compensation & Allocation-Based Deal Terms Analysts are independent contractors, not employees Hourly rates depend on Rating Score and approval level Analysts may earn up to 10% of the first $100,000 in transaction or allocation-related fees Maximum deal-based earning: $2,500 per transaction Payments issued only after successful deal completion and fee collection Initio Sphere reserves the right to revoke approvals for quality or compliance issues Compliance Notice Capital Allocation Review Analysts do not: Provide investment advice Solicit or sell securities Represent Initio Sphere in a regulated or fiduciary capacity All work is strictly limited to capital allocation analysis, investment review, diligence evaluation, and financial assessment, and must comply with applicable securities laws. Why Join Initio Sphere Immediate earning potential once verified Exposure to real capital allocation decisions across private markets Platform-driven credibility and investor visibility Long-term upside through deal volume and portfolio exposure A unified ecosystem for career, capital, and opportunity