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Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of Admissions Strategy & Operations will partner closely with our VP of Admissions to drive performance, efficiency, and operational excellence across the admissions funnel. In this role, you will own strategic planning (quarterly OKRs), run the operating cadence (weekly business reviews), lead capacity planning and utilization management (staffing models, hiring targets, workload balancing), and execute special projects that improve conversion and streamline processes. Success in this role requires strong analytical ability, structured problem-solving, cross-functional leadership, exceptional communication skills, a bias for action, and a willingness to dive into both the strategic and tactical work needed to elevate admissions performance. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Planning & Operating Cadence, • Establish the quarterly and semi-annual planning processes for the Admissions org, including OKRs, growth targets, and initiative prioritization, • Build and maintain dashboards and reporting for all core admissions KPIs (conversion, staffing levels, SLAs, productivity, etc.), • Run the weekly business review (WBR) to identify variances, root causes, and action plans, • Drive cross-functional accountability for KPIs and initiatives., • Capacity Planning & Utilization Management, • Own the admissions staffing model, including forecasting demand, capacity and productivity assumptions, • Define variable headcount hiring targets for Admissions Coordinators, Ops Leads, Supervisors, and related pods; provide clear inputs to Talent, • Monitor and rebalance workloads to ensure optimal coverage across days, shifts, and states, • Performance Management, • Build the reporting and analytics infrastructure to support monthly and quarterly performance reviews for frontline admissions staff, • Partner with Ops Leads to define performance standards, expected ramp curves, and productivity targets, • Create and refine templates, scorecards, and documentation that support consistent, transparent performance management, • Identify performance trends and propose coaching or workflow interventions, • Special Projects & Strategic Initiatives, • Lead cross-functional, highly analytical initiatives to unlock improvements in conversion, speed-to-admission, and team efficiency\, • Drive step-change improvements in processes that sit between multiple teams responsible for client acquisition and intake, • Serve as project lead for systems improvements, product changes, tooling upgrades (CRM, dashboards), and operational experiments., • 7+ years of work experience, ideally:, • 3-4 years in management consulting, investment banking or private equity with multiple promotions, • 3-4 years working in Strategy & Operations, Business Operations or General Manager roles at high growth start-ups (plus if it is health tech or marketplace business), • 2+ years of direct management experience, • Experience in strategic planning processes (OKRs) and running weekly/monthly business reviews, • Experience running highly cross-functional projects (operations, sales or recruiting, technology), • Highly proficient in Excel/GSheets, SQL and data visualization tools (e.g., Tableau, Looker, etc.), • In-person in New York CityBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.#LI-HYBRID The total target base compensation for this role will be between $151,000 and $215,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $182,000 and $258,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Strong interest in private markets, venture capital, and long‑term investing. Internship or early‑career experience in venture capital, private equity, investment banking, consulting, or strategy is a plus. Private Markets Analyst – Venture role.

Investment Banking, Financial Services, and Banking. OneSearch Group has partnered with a leading global Investment Bank that is seeking an experienced Senior Credit Officer to join its Project Finance Credit Risk team based in New York City. Present credit recommendations to senior risk committees

Citizens Capital Markets & Advisory (“CCMA”) is currently seeking a Vice President, Corporate Finance candidate focused on the Digital Infrastructure and Communications Technology industry verticals. The ideal candidate possesses an established investment banking pedigree and skill set including

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. C

As an Associate in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution.

A global investment bank is seeking a motivated Investment Banking Associate to join the Global Maritime team in New York. The role includes leading M&A execution, overseeing due diligence, and monitoring maritime sector trends.

A leading investment banking firm is seeking an experienced Vice President to join their Capital Structure Advisory team in New York City.Responsibilities include leading financial analysis and modeling, overseeing junior team members, managing client relationships, and preparing presentations.The i

Vice President, Investment Banking - Real Estate page is loaded## Vice President, Investment Banking - Real Estateremote type: Sur placelocations: New York, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 31 octobre 2025 (Il reste 9 jours pour

We are seeking a highly skilled and experienced Vice President to join our Media & Communications team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As a seasoned Investment Banking professional in Media & Com

CBRE is seeking an Investment Banking Vice President to join our Capital Markets platform. Partner with CBRE brokerage and capital markets professionals to support integrated client solutions.

A leading financial services firm in New York seeks a seasoned Investment Banking professional to lead high-impact transactions.You will oversee transaction management, develop strong client relationships, and mentor junior bankers.The ideal candidate has extensive investment banking experience, exc

A premier public-listed global investment bank is seeking an experienced, highly motivated, and talented Managing Director for their growing middle market and small-cap investment banking and capital markets practice. Demonstrated experience managing client relationships, transactions, and investmen

MedTech/Diagnostics equity sales, research, investment banking, or a related capital markets role with relationships across the MedTech investment sector. The ideal candidate brings deep familiarity with MedTech and diagnostics business models, investor relationships within the sector, a strong trac

A leading investment banking advisory firm seeks an experienced Vice President for its Industrials Advisory group in New York, NY.The role involves leading execution of major M&A and capital advisory transactions, mentoring junior staff, and building strong client relationships.Candidates must have

A leading financial services firm in New York is seeking an experienced professional responsible for developing and delivering investment policies.The role includes strategic risk modeling and financial management, requiring strong leadership to manage both internal and external client relationships

A financial services firm is seeking an experienced Investment Banking Vice President to lead their Asset & Wealth Management team in New York.The ideal candidate will possess over 5 years of investment banking experience, especially in M&A advisory, and strong analytical and presentation skills.Thi

Join JPMorgan Chase as a Valuation Control - Senior Associate! The Valuation Control Group (VCG) is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management and Consum

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Commercial Strategy Associate will play a critical role in streamlining the operational functions of the team's go-to-market strategy. This person will not only be responsible for identifying improvements but will also refine our processes for tracking end-to-end contracting and partnership management. The responsibilities of this role will impact broader payor strategy and help drive our Commercial KPIs, many of which are top organizational priorities for leadership. This position will necessitate profound attention to detail and proactive cross-functional collaboration to deliver valuable insights to the organization. This person will be intellectually curious and eager to develop a deep understanding of payor workflows and stakeholder relationships at a fast-paced, mission-driven organization. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to increase access to mental healthcare and profoundly impact millions of lives. Responsibilities • Partner with health plan stakeholders to build and develop end-to-end payor relationships, • Build and leverage in-depth knowledge of nuances in insurance market contracting, • Conduct and consolidate research related to payor workstreams and novel markets, • Collaborate closely with cross-functional teams (Finance, GTM, Legal, Compliance, RCM, etc.) to maintain health plan contracts, • Streamline development of go-to-market team processes, workflows, and tools, • Assist with scaling Commercial team initiatives over time to meet the needs of Charlie Health, • Analyze complex healthcare claims data to support competitive analysis and go-to-market strategy, • Support payor remediation efforts to streamline billing practices and improve revenue collectionsRequirements, • At least 2-4+ years of relevant professional experience, including 1–2 years in investment banking, consulting, or at a high-growth start-up, • Bachelor's degree in Business, Finance, Economics, or a related field, • Strong organizational skills with demonstrated ability to manage multiple projects and workstreams concurrently, • Proficiency in Microsoft Office Suite, including Word, PowerPoint, and advanced Excel; proficiency in SQL and Python is a plus, • Exceptional written and verbal communication skills, • Proactive self-starter with a strong sense of ownership and the ability to operate independently in fast-paced environments, • Resourceful problem solver with the ability to adapt quickly to changing priorities, • Meticulous attention to detail and a commitment to delivering high-quality work, • Strong analytical mindset with the ability to synthesize data into actionable insights; experience with healthcare analytics is a plus The total target base compensation for this role will be between $106,000 and $135,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $117,000 and $148,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionCompany Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description As Director of Sales, you will lead business development for Avaloq’s Composable Solutions to new client segments as we expand our global footprint into the Americas. This is a pivotal opportunity to develop the go-to-market sales and delivery strategy—building new client relationships and strategic partnerships to drive sustained revenue growth. • Develop and implement sales strategic initiatives for market penetration in the Americas—establishing business growth sales plans and targets, • Drive pipeline generation and own the full sales lifecycle playbook—creating repeatable funnel flows, running discovery, qualification criteria, demos, and solution mapping from end-to-end, • Capture and synthesize client pain points and feature requests, providing a feedback loop to Product and Technology to shape the roadmap, • Establish a lean sales development model and infrastructure in region to efficiently and effectively close new clients, • Collaborate with Marketing, Product, Technology, Finance, and Strategy partners to align on messaging, lead generation, deal structure, forecasting, pricing, and client feedbackQualifications, • Over 10+ years of experience in B2B sales within the financial, technology, banking or wealth management industry, with 5+ years in a SaaS environment, • A deep understanding and knowledge of market trends, competitor landscape, and client needs, • Proven success in meeting or exceeding sales quotas and managing RFI/RFP processes and complex, long-cycle deals, • Exceptional leadership, communication, negotiation, and strategic thinking capabilities, • Experience identifying and collaborating with industry partners to provide local third-party system integration and implementation support or to create value-added solutions, • Experience in driving location strategy for Sales, Implementation and Client Success teams, and client segmentation and pricing strategies, • Experience with selling API first or composable B2B SaaS products Additional Information We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations. #LI-Hybrid

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy. This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment. Key Responsibilities · Identify and research acquisition targets across defined geographies and verticals · Conduct high-volume outbound outreach via phone and email · Hold introductory calls with agency owners and executives · Track all outreach activity in Company CRM with complete accuracy · Manage follow-up cadence and nurture long-term opportunities · Coordinate introductory meetings between prospects and senior leadership · Support pipeline reporting and KPI tracking Qualifications · 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role · Comfortable making outbound calls daily · Strong verbal communication skills · Experience using CRM systems required · Highly organized and self-motivated · Competitive and resilient Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Senior Branch Operations Manager to join Oppenheimer’s Coral Gables branch, in Coral Gables, FL. Our office works with domestic, offshore, and institutional clients. This role with have a dual reporting structure to the Branch Office Manager and National Branch Operations Administrator. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities: • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63/65 or 66 and 8 or 9 & 10 required, • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills, • Strong working knowledge of Microsoft Office Suite

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Commercial Strategy Analyst will play a critical role in streamlining the operational functions of the team's go-to-market strategy. This person will not only be responsible for identifying improvements but will also refine our processes for tracking end-to-end contracting and partnership management. The responsibilities of this role will impact broader payor strategy and help drive our Commercial KPIs, many of which are top organizational priorities for leadership. This position will necessitate profound attention to detail and proactive cross-functional collaboration to deliver valuable insights to the organization. This person will be intellectually curious and eager to develop a deep understanding of payor workflows and stakeholder relationships at a fast-paced, mission-driven organization. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to increase access to mental healthcare and profoundly impact millions of lives. Responsibilities • Partner with health plan stakeholders to build and develop end-to-end payor relationships, • Build and leverage in-depth knowledge of nuances in insurance market contracting, • Conduct and consolidate research related to payor workstreams and novel markets, • Collaborate closely with cross-functional teams (Finance, GTM, Legal, Compliance, RCM, etc.) to maintain health plan contracts, • Streamline development of go-to-market team processes, workflows, and tools, • Assist with scaling Commercial team initiatives over time to meet the needs of Charlie Health, • Analyze complex healthcare claims data to support competitive analysis and go-to-market strategy, • Support payor remediation efforts to streamline billing practices and improve revenue collectionsRequirements, • At least 2-4+ years of relevant professional experience, including 1–2 years in investment banking, consulting, or at a high-growth start-up, • Bachelor's degree in Business, Finance, Economics, or a related field, • Strong organizational skills with demonstrated ability to manage multiple projects and workstreams concurrently, • Proficiency in Microsoft Office Suite, including Word, PowerPoint, and advanced Excel; proficiency in SQL and Python is a plus, • Exceptional written and verbal communication skills, • Proactive self-starter with a strong sense of ownership and the ability to operate independently in fast-paced environments, • Resourceful problem solver with the ability to adapt quickly to changing priorities, • Meticulous attention to detail and a commitment to delivering high-quality work, • Strong analytical mindset with the ability to synthesize data into actionable insights; experience with healthcare analytics is a plus The total target base compensation for this role will be between $91,000 and $115,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $100,000 and $127,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

A global investment bank seeks a Vice President to manage M&A processes including financial analyses and client relationships.This role requires over 6 years of investment banking experience and an undergraduate degree.The successful candidate will provide leadership in deal execution and mentoring

Job Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for a Treasury Analyst/Associate for our New York City office. The primary responsibilities and qualifications include: New Account Management • Establish and maintain new bank accounts across corporate, borrower, investor, reserve, and working capital entities., • Coordinate with internal stakeholders and banking partners to complete KYC and onboarding documentation including any account control agreements such as DACAs, DAISAs, or cash management accounts. Ensure control agreements have been adequately implemented by the bank post agreement execution., • Ensure accounts have been added to Monticello's treasury management platform, Kyriba ensuring reporting and payments processing are available., • Ensure the account is setup to earn the agreed upon rate of interest and any bank fees are determined and approved by Monticello leadership, • Support the treasury component of loan closings, including account setup, wiring instructions, settlement statement review, and funding coordination., • Partner with asset management, loan operations, and legal to ensure proper documentation for controlled accounts and funding flows., • Oversee execution of post-closing cash movements related to borrower, investor, and reserve accounts., • Work with internal stakeholders and Monticello's Fund Administrators to coordinate payment setup, approval, and release across recurring and ad hoc corporate, investor, borrower and reserve entity accounts, including remittance to external stakeholders such as participants, warehouse lenders, and investors., • Ensure all accounts payable submissions are approved and remitted for payment timely, confirming vendors have been approved by firm management with any payables detailed fully completed., • Execute recommended daily sweeps, adhering to strict cut-off times for corporate and fund level activities, • Manage and maintain banking relationships with multiple financial institutions through the use and ownership of the Kyriba., • Ensure the complete and accurate population of accounts are reporting effectively and any payments challenges are quickly assessed and resolved to completion., • Assist with user administration and payment workflows., • Manage bank portal access where required, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 1–5 years of experience in treasury, corporate finance, banking, or cash management., • Familiarity with Kyriba or similar treasury workstations/ERP systems required., • Strong understanding of banking operations, KYC processes, and control agreements., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Excel, PowerPoint, and financial data tools., • Strong oral and written communication skills with the ability to collaborate across multiple internal and external stakeholders. Monticello offers a competitive base salary and bonus. The base salary range for this position is $85,000-$120,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

A leading private equity firm in New York is looking for a Senior Associate to execute investment opportunities across various sectors such as Consumer, Tech, Media, and Sports. Ideal candidates should have 3-5 years of experience in private equity or investment banking and possess strong financial

Job Description Our client, an international consulting firm, is seeking a driven Strategy Consultant to join their expanding New York City team. In this role, you will manage key project workstreams, partner with cross-functional teams, and translate complex data into actionable strategies for executive-level stakeholders. The ideal candidate has a strong background in consulting, investment banking, or private equity and is energized by solving high-stakes business challenges. This is a great opportunity for an ambitious professional ready to make an impact and grow within a high-performing, global organization. Key Responsibilities • Guide and mentor junior team members while maintaining high standards for deliverables and deadlines, • Develop and present strategic recommendations directly to client leadership, • 3 to 5 years of experience in strategy consulting, investment banking, private equity, or engineering, • Bachelor's or advanced degree in Business, Economics, Engineering, Life Sciences, or a related field, • Strong analytical mindset with a results-driven approach to problem solving, • Ability to thrive in a collaborative, fast-paced, and deadline-driven environment Benefits Include: Employer paid Medical, Dental, Vision, 401k, PTO, Commuter Benefits This position requires the ability to perform the essential functions of the role, which may include standing for extended periods, bending, reaching, and lifting up to 50 pounds on an occasional basis, with or without reasonable accommodation. Physical demands may vary depending on assignment and client-site requirements. Noor Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

Job Description At Angi®, we've had one simple mission for 30 years: get jobs done well. We make it happen by connecting homeowners with reliable pros who have the skills they need — and connecting pros with homeowners who have the jobs they want. Angi at a glance: • Homeowners have turned to Angi for more than 300 million projects, • 1,000+ home service tasks covered Angi® is defining the future of the home services industry, creating an environment where homeowners, pros, and employees benefit from more jobs done well. For homeowners, our platform is a reliable way to find skilled pros. For pros, we're a reliable business partner who helps them find the winnable work they want, when they want. For employees, we're an amazing place to call home. We can't wait to welcome you. About the role: Reports to: SVP Finance – Head of Treasury, IR & FP&A Angi is seeking a Temporary Manager, Treasury to lead the day-to-day management of the company's treasury operations and global liquidity. The role is also expected to continuously improve workflows and leverage tools, including AI, to increase efficiency and insight within the treasury function. This role is responsible for managing cash positioning, banking infrastructure, and treasury operations across domestic and international entities. The position requires both operational execution and sound judgment in interpreting liquidity data, managing funding flows, and identifying potential risks. The role serves as the operational lead for treasury, partnering closely with Accounting, Finance Systems, and international finance teams while supporting broader treasury strategy led by the SVP Finance. This position will require candidates to work up to 40 hours per week. The hourly rate for this role ranges between $60-$70/hour. What you'll do: Global Liquidity Management Manage the company's daily global cash position across domestic and international entities. • Executing daily cash positioning and funding activities, • Managing liquidity across operating accounts, investment accounts, and processor balances, • Maintaining appropriate liquidity buffers to support operational requirements, • Monitoring liquidity across currencies and legal entities Maintain the operational cadence of the treasury function. • Executing domestic and international wire transfers, • Managing funding for payroll, ACH batches, and other operational payments, • Monitoring processor balances and settlement flows, • Managing intercompany funding and interest calculations Manage the company's banking architecture and operational relationships. • Managing the lifecycle of bank accounts (opening, closing, and modifications), • Maintaining bank account and signatory records, • Administering banking portals and payment platforms, • Managing bank user entitlements and access controls Support the administration of the company's credit facility and public debt. • Preparing and coordinating compliance certificates, • Supporting covenant calculations and reporting requirements, • Coordinating documentation with Accounting, Legal, and external parties Support the management of Angi's international cash pool and cross-border liquidity. • Monitoring international cash pool balances and overdraft limits, • Coordinating intercompany funding across international entities, • Monitoring currency exposures related to global cash balances Execute FX spot transactions to support operating and intercompany activities. • Executing FX spot transactions with banking partners, • Monitoring FX exposures arising from international liquidity balances Lead treasury infrastructure initiatives and process improvements. • Leading the migration of the company's domestic banking structure, • Coordinating cross-functional implementation workstreams, • Managing project timelines and operational transitions Leverage AI tools to improve the efficiency and quality of treasury operations and reporting. • Using AI and other tools to enhance analysis, reporting, and decision-making, • Identifying opportunities to streamline manual processes and improve workflows, • 6+ years of treasury, corporate finance, or cash management experience, • Experience managing global liquidity across multiple entities and currencies, • Experience with treasury operations and banking infrastructure, • Experience administering banking portals and payment platforms, • Demonstrated ability to lead cross-functional treasury or finance infrastructure projects, • Strong organizational and project management skills, • Familiarity with FX spot transactions and international treasury operations, • Experience with banking platforms such as CashPro, JPM Access, or similar, • Experience managing international cash pools, • Experience with treasury transformation or banking migrations We know that the best ideas come from teams where diverse points of view uncover new solutions to hard problems. We welcome and value individuals who bring diverse life experiences, educational backgrounds, cultures, and work experiences. #LI-Remote

Minimum Required: 3+ years' of related work experience in of venture banking, commercial banking, investment banking, or private capital investing experience required. In joining Stifel's Venture Banking Team, a Vice President/Senior Vice President plays an integral role in building and supporting a

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · Health Care Plan (Medical, Dental & Vision) · Retirement Plan (401K, IRA) · Life Insurance (Basic, Voluntary & AD&D) · Paid Time Off (Vacation, Sick & Public Holidays) · Family Leave (Maternity, Paternity) · Short Term & Long-Term Disability

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Research Associate to join our Emerging Technologies and Services team in New York City. Working directly with a Senior Analyst, you will help cover a high-growth universe spanning electronic components, consumer hardware, and digital media (including video games and mobile AdTech). This is a fast-paced role for a self-starter who excels at complex financial modeling and clear, evidence-based investment writing. Responsibilities: • Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis., • Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies., • Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses., • Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines., • Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation., • Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints., • Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts., • Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities., • Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred., • Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Guggenheim Securities ("Guggenheim") is establishing a warehouse lending business and is seeking a Vice President to help build and launch it. Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securi

Job DescriptionAbout DuettiDuetti is redefining how independent music creators monetize and grow their careers. Founded in 2022 by CEO Lior Tibon and COO Christopher Nolte, Duetti partners with creators to unlock the value of their catalogs through flexible, straightforward deals, while also offering top-tier catalog management, distribution, and marketing services. Since its founding, Duetti has partnered with over 1,100 music creators across 40 countries - including Connor Price, Ingrid Contreras, and Brent Morgan - helping them monetize their music on their own terms and reach new audiences. Backed by leading investors including The Raine Group, Flexpoint Ford, Nyca Partners, Viola Ventures, and Roc Nation, Duetti has raised over $635 million in capital to fund independent music creators. Fueled by a belief in independence and financial empowerment, Duetti is building a more sustainable future for music creators everywhere. With offices in New York City, Los Angeles, Miami, and London, Duetti offers a competitive benefits package, including healthcare coverage, flexible paid time off, and a hybrid work model. Duetti provides an ambitious, high-ownership environment where your work will have an immediate, tangible impact. Job DescriptionWe are seeking a highly analytical, detail-obsessed Chief of Staff to help drive execution across Duetti’s most important strategic and operational priorities. You will report directly to the CEO. This is a unique and highly leveraged role at the center of Duetti’s leadership team. The Chief of Staff will act as a force multiplier for the CEO and Duetti’s senior leadership team - helping translate strategy into execution, improving organizational clarity, and ensuring the company operates at a high level of rigor and speed. The ideal candidate brings strong business judgment, exceptional attention to detail, and the ability to move fluidly between strategic thinking and hands-on execution in a fast-moving environment. This role is best suited for someone who thrives in ambiguity, operates with high ownership, and wants a front-row seat to scaling one of the fastest-growing companies in the music ecosystem. This role uniquely provides a core seat alongside Duetti’s senior leadership team, with broad exposure across strategy, operations, finance, and product. This is a highly unusual opportunity to help shape the operating model of a rapidly scaling company, with a clear path toward senior operating roles over time for top performers.You will: • Partner closely with the CEO on company-level priorities, strategic initiatives, and operating cadence, • Drive cross-functional projects from scoping through execution and follow-through, • Help prepare CEO and senior leadership materials, including board decks, investor updates, internal communications, and strategic memos, • Improve internal processes, reporting rhythms, and decision-making frameworks across the company, • Track and drive progress against key company initiatives and leadership priorities, • Support leadership meetings, including agenda design, materials preparation, and action tracking, • Serve as a connective tissue across teams to ensure alignment and execution velocity, • Conduct structured analysis and research to inform strategic decisions, • Step into special situations and ambiguous problem areas to drive clarity and resolution, • Handle highly confidential and sensitive information with strong judgment and discretionRequirements:, • 5–7 years of professional experience in consulting, investment banking, private equity, high-growth startups, or similar high-performance environments, • Exceptional attention to detail and strong analytical horsepower, • Proven ability to manage complex cross-functional initiatives, • Strong written and verbal communication skills, including executive-level materials, • High degree of ownership, urgency, and operational rigor, • Comfort operating in fast-moving, sometimes ambiguous environments, • Strong business judgment and problem-solving instincts, • Advanced proficiency in modern productivity and analysis tools (Google Workspace, Excel/Sheets, presentation tools), • High level of professionalism, discretion, and reliability

Job Description The position for Business Development Analyst will be in our New York office. Please don't apply if you are not able to work out of our New York office. VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline healthcare experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in San Diego, Boston and New York. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical (Blue Shield), dental (Delta) and vision (MES) benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO), • A Robust Professional Development Program THE OPPORTUNITY Gilmartin is looking for a Business Development Analyst to support our growing business. The person in this position will help to further develop and execute our business development activities as well as support ongoing processes. The Business Development Analyst will report directly to the Managing Director, Head of Business Development. In addition, attending pitch meetings, they will be responsible for maintaining our database of potential and pitched clients as well as determining new prospects. They will collaborate to develop additional sourcing networks then create outreach programs for potential new clients and relationship building. This will include, but not be limited to, staying abreast of healthcare industry trends, attending conferences, and creating constructs to cross reference venture investors, board of directors and existing clients to drive referral patterns. The expectation is for the person in this role to develop relationships with client team leaders throughout the firm as well as potential referral sources which strengthen over time. The ideal candidate is a self-starter who can move adeptly in a fast-paced environment with little oversight. Additionally, we are looking for someone who is highly organized, able to multi-task and a problem solver who is resourceful. We are results driven and prioritize culture over everything else with a high-level focus on professionalism and collaboration. Through your impact, Gilmartin can better help emerging healthcare technology companies develop life sustaining therapies and solutions to reduce billions in healthcare cost. JOB RESPONSIBILITIES • Source outreach for new business opportunities through various means, • Attend conferences, set-up and attend introductory meetings, follow-up activities, • Track newsflow, financial, M&A, and industry trends across healthcare, • Build and maintain relationships internally and externally, • Internally – work with client team leads to support and expand existing efforts and relationship development; develop materials and case studies with Marketing, • Maintain and update CRM tracking all business leads and prospecting, • Prospective clients – assess investor relations objectives and needs, • Referral sources – investment banking, equity research, venture community, investors, etc, • Work with client team leads and our Business Development Managing Directors to manage business development opportunities, follow up activities and ensure processes are moving forward, • Materials development. Create and tailor pitch materials and proposals to address prospective client needs and customize Gilmartin approach. Capture notes to be included in client engagements and draft initial engagement letters, • Work with Marketing Director to ensure marketing materials are accessible and used for business development purposes across the organization, • Work with Marketing Director to originate, execute and help with planning on Gilmartin sponsored events, • Collect feedback from client team leads on desired materials on service offerings to support new client conversations; work with Marketing to develop collateral materials (i.e. IPO advisory projects, private placements, case studies, etc.) Soft Skills • High ethical and professional standards, • A self-starter who can move adeptly in a fast-paced environment, • Highly organized and able to multi-task with self-management capability, • A problem solver who is resourceful and able to identify and solve ambiguous issues, • Demonstrated ability to work effectively in a cross functional team, • Comfortable with C-suite executives and a start-up, entrepreneurial (wear a lot of hats), environment, • A culture carrier with a positive attitude Gilmartin Group is an Equal Employment Opportunity Employer CONTACT INFORMATION Lauren Banducci, Executive Assistant/Office Manager Email and contact information can be found at: Matt Picciano, Managing Director Head of Business Development Email and contact information can be found at:

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Appian is seeking a Director of Business Operations to drive high-priority strategic and operational initiatives across the company. In this role, you will sit at the intersection of operations, analytics, finance, and product management, working closely with executive leadership to identify and solve our most complex business problems. This position requires a driven self-starter who can communicate effectively with senior leadership and successfully juggle multiple competing priorities. You are someone who takes projects from ideation to final execution, delivers value quickly, and thrives in a dynamic, fast-paced SaaS environment. What You'll Do: * Strategic Decision Support: Leverage data-driven insights and business intelligence from all parts of the business to help senior leadership and business owners make high-stakes decisions. * Monetization & Pricing Strategy: You will analyze pricing and adoption of our features, discounting trends and recommend changes to our pricing policy. * Process Architecture: Build and drive the company's operating system by developing plans on how to best use resources (people, technology, capital). You will create the organizational structures, processes, and tools needed to achieve and optimize outcomes. * Cross-Functional Leadership: Lead and coordinate strategic initiatives that require alignment across Product, Marketing, People, Sales, and Customer Experience. You will mobilize these teams toward the company's most critical objectives. * Operational Improvement: Apply your strategy and operations experience to uncover systemic operational issues at Appian and drive continuous process improvements. * Market Intelligence: Stay abreast of external trends, benchmarking, and best-in-class business practices to implement sustainable, forward-looking strategies. * Full-Cycle Execution: Partner with key collaborators to scope and implement operational improvements. You don't just recommend; you execute on those recommendations until you've achieved the desired outcome. * Communication: Effectively communicate complex analytical findings to non-technical audiences, ensuring strategic insights are synthesized in an actionable and compelling manner. About You: * Bachelor's Degree in a related field required. * 10+ years of relevant experience in investment banking, management consulting, private equity, corporate planning, or business finance/analytics—ideally within a data-driven product/technology company. At least 2 years pricing software/SaaS. * A Framework Thinker: You have a demonstrated ability to distill complex, ambiguous issues into structured frameworks and develop concrete action plans. * Analytical Expert: You possess strong analytical expertise and extensive experience building integrated models from scratch. * Technical Proficiency: You are confident using SQL for fetching and manipulating data. Proficiency in advanced Excel/Google Slides is a must; experience with scripting languages (Python or R) is a significant plus. * Relationship Builder: You have a proven track record of building relationships and communicating with partners across all levels and functions. * Bias for Action: You move quickly, iterate on analyses, and are comfortable working in a self-guided manner with a high degree of ambiguity. The base salary for this role is between $175,000 - $350,000 per year and represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. A discretionary bonus may be awarded in recognition of individual and company performance. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. #LI-MB1 Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

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

Job Description Position Summary The Associate Attorney (Capital Markets) will provide legal support to the Residential Mortgage Banking Business (including capital markets, whole loan trading, securitization, mortgage loan servicing, regulatory compliance, investment portfolio and business development teams), with a strong focus on contract drafting, execution and management for the purchase and sale of residential mortgage loans. Documentation will include, among others, residential mortgage loan purchase, sale and servicing agreements (MLPSAs), nondisclosure agreements (NDAs), commitment letters, bailee agreements and related documentation. The Associate Attorney (Capital Markets) will also provide legal support for the issuance of residential mortgage backed securities on the Residential Mortgage Business’s securitization platforms, the oversight of the Residential Mortgage Business’s legacy structured finance transactions, the tracking of industry developments and implementation of regulatory reforms relating to the structured finance industry and other legal and compliance matters that arise in the ordinary course of operating mortgage loan aggregation platforms. The position reports to the Senior Vice President – Residential Legal located in Englewood, Co. Office locations may also available in New York, NY, Charlotte, NC, Irvine, CA or Mill Valley, CA. This position would be based in one of Redwood Trust’s offices (noted above) in Colorado, California, New York or North Caolina. The role would have a minimum in-office presence of four days per week, with an option to work remotely on Fridays. Responsibilities & Duties The Associate Attorney (Capital Markets) will generally interact with the Residential Mortgage Business’s legal, capital markets, operations and servicing teams, with close support from the Senior Vice President – Residential Legal and other attorneys within the Redwood legal team. Redwood’s legal/compliance team works closely and collaboratively with each other and with the various business and administrative functions of the company. Required Experience & Education • Juris Doctorate from a nationally recognized law school with strong academic credentials, • 1 - 3 years working experience as an attorney in the subject matter (law firm or inhouse), with prior experience in transactional and/or regulatory matters relating to residential mortgage loans At Redwood Trust, we are committed to fostering an inclusive workplace everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job DescriptionDescription: Why Join ADAPT? It's more than a job; it's a calling. It's where passion meets purpose. ADAPT Community Network, formerly United Cerebral Palsy (UCP) of NYC provides a multitude of services to people with developmental disabilities. At ADAPT, we are 3,000 strong, and it takes every one of us to empower the lives of the people we support. With caring and great resources at hand, we know what it takes to help people live fuller, happier, healthier lives. Our employees show their commitment to the people we support every day, and we all deliver on our promise to provide innovative and comprehensive services to individuals with developmental disabilities. For your next career move, apply with us at ADAPT Community Network! Wherever you work among our many locations around New York City, ADAPT offers paid training, competitive benefits, and we foster a team culture of learning, support, collaboration and career growth. SUMMARY This position reports directly to the Vice President of Finance. The Accounting/Treasury Manager is primarily responsible for cash flow planning, analysis, and reporting with enhanced focus on daily cash movement operations. The Accounting/Treasury Manager maintains retail banking relations for ADAPT Community Network and manages all cash positioning activities. The position requires proactive management of liquidity to ensure operational needs are met while optimizing interest income. The Accounting/Treasury Manager must exercise independent judgment within established policies and objectives that influence treasury operations. ESSENTIAL DUTIES AND RESPONSIBILITIES The Accounting/Treasury Manager will manage two staff accountants, and the duties and responsibilities will include but are not limited to the following: TREASURY FUNCTIONS • Monitors and reviews all cash and investment account transactions daily to ensure appropriate balances are maintained for ongoing operations., • Executes daily cash positioning and movement between accounts to optimize cash utilization and minimize fees while ensuring sufficient liquidity for operations., • Forecasts short-term and long-term cash requirements and develops strategies to meet those needs., • Manages lines of credit, including initiating drawdowns or repayments with approval of the authorized signers., • Monitors compliance with the terms of lines of credit, especially compliance with periodic payoff requirements., • Works with authorized bank signatories to maintain proper banking access and authority levels following internal control requirements., • Assists with online banking access management under the guidance of authorized signatories., • Maintains authorized signatory documentation for all cash and investment accounts in accordance with Board approval and bank policy., • Coordinates the timely and accurate monthly ACH payments required., • Manages electronic banking relationships and systems, including ACH origination, wire transfers, and remote deposit capture., • Reviews Bank Reconciliations. PETTY CASH & PERSONS SUPPORTED ACCOUNTS MANAGEMENT • Reviews petty cash and household accounts activities, including funding, documentation, and reconciliation, • Support and maintain systems for efficient management of personal allowance funds for the people we support., • Implements and maintains strong internal controls for petty cash and funds tracking for the people we support., • Prepares monthly reconciliation reports and resolves discrepancies., • Ensures compliance with agency policies and regulatory requirements for managing petty cash and household accounts CASH RECEIPTS • Reviews cash receipts to ensure they are deposited promptly to the correct entity., • Implements and oversees efficient cash collection processes, including lockbox services and electronic payment methods to accelerate cash flow., • Maintains batch control logs for cash deposits through assignment of batch sequences and G/L account offsets to cash., • Prepares cash receipt documentation for review and approval by the Assistant Controller., • Manages government payment programs, including tracking of incoming ACH and check payments., • Ensures proper allocation and recording of payments to appropriate client accounts., • Coordinates benefit payments processing and client allowance disbursements. GENERAL ACCOUNTING - INVESTMENTS • Prepares account activity documentation for monthly reconciliation and roll-forward schedule of Investment activity., • Collects and tracks payment with proper documentation., • Prepares intercompany transaction documentation for monthly processing., • Interfaces with external auditors as requested, providing documentation related to cash and investment activity., • Identifies and implements process improvements to enhance cash handling efficiency and control. OTHER RESPONSIBILITIES • Sets a positive example for other employees by complying with all agency policies and procedures., • Develops and maintains policies and procedures related to treasury operations., • Conducts periodic reviews of banking relationships and cash management systems., • Keeps current on cash management trends, technologies, and best practices., • Performs special projects as required or assigned by the Assistant Controller., • Works with Program Management and others to resolve discrepancies, • Performs all other duties as requested QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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. • Bachelor’s degree in accounting required. Advanced degree preferred., • CPA required., • Minimum 3 years’ experience in a treasury/cash management function, preferably in the services or not-for-profit industry., • Strong computer skills, including solid knowledge of Microsoft Office suite., • Strong analytical skills with recognition of the importance of detail., • Good organizational skills with the ability to multitask., • Ability to read, write, speak, and understand English., • Interpersonal skills necessary to interact effectively with executives, coworkers, employees, auditors, and outside contacts., • Excellent oral and written communication skills., • Experience with General Ledger software and banking systems., • Passion for ADAPT's mission and demonstrates a commitment to the non-profit disability sector. COMPENSATION: $85,000 - $90,000 Annually + Industry-Leading Benefits! At ADAPT, we value diversity, equity, inclusion, accessibility, and belonging. We strive to ensure that our employees are comfortable bringing their whole, authentic self to work and that the people we support can also be their authentic selves. We value diverse backgrounds, opinions, ideas, and ways of thinking. We aim to build an inclusive and diverse workforce that is empowered and supported with leaders who create diverse and inclusive teams. We continuously seek opportunities for the organization to foster a more positive, respected, united, and collaborative culture. ADAPT Community Network is proud to be an equal opportunity employer and is committed to creating an inclusive environment for all employees. Qualified candidates of diverse ethnic and racial backgrounds and status are encouraged to apply for vacant positions at all levels. Requirements:

Job DescriptionCompany Description At Data Intellect, it’s never just about data or technology. These are our tools. What drives us is human intellect, collaboration, and solving the most complex challenges in finance and beyond. We live by the [DI] code: We are Problem Solvers who are Humble, have a Can-do Attitude, and believe in Togetherness. If you’re a kdb+ developer ready to deepen your skills, contribute to impactful projects and grow in a supportive, high-performance environment - this is your opportunity! Job Description What You’ll Be Doing • Collaborating with business users to define new application requirements., • Developing, testing, and maintaining clean, performant code for client applications., • Supporting project delivery alongside Project Managers and senior developers., • Working as part of a close-knit team to deliver solutions on time and on budget., • Analysing large-scale time-series data and generating actionable reports., • Mentoring junior developers and contributing to a culture of learning.Qualifications What You Bring • 2+ years of hands-on kdb+ development experience., • Solid understanding of q language and time-series data structures., • Experience working in Unix/Linux environments., • Strong logical thinking and problem-solving skills., • Familiarity with software development methodologies and the SDLC., • Comfortable working independently and collaboratively within a team., • Excellent communication skills to explain complex systems to technical and non-technical stakeholders, • Experience in Capital Markets or Investment Banking., • Knowledge of Python, cloud platforms, or other time-series databases., • Exposure to project leadership/ownership or people management., • Contribution to internal tools, documentation, or community initiatives. Additional Information Why Join Data Intellect? • Hybrid & flexible working – balance your time between home and our global offices., • Professional development – access to paid training in technical and leadership skills., • Clear progression pathway – biannual promotion cycles and monthly 1:1s with your People Leader., • Global opportunities – work with teams in Belfast, London, New York, Hong Kong, Singapore and Toronto, • Healthcare & wellbeing – provider dependent on region. Fair Employment & Equal Opportunities We’re proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Accommodations are available throughout the assessment and selection process. Ready to grow your kdb+ career with us? Challenge Accepted. Apply now.

Job Description Daymark Health is a value-based oncology company redefining the cancer care experience for patients, providers, and health plans. Daymark's comprehensive, personalized cancer care platform empowers patients with dedicated care navigation, symptom-focused support, behavioral health care, and social resources. Combined with evidence-based health interventions and a hybrid in-person + virtual care model, Daymark is improving the overall cancer experience for patients, providers, and health plans – and setting a new standard in cancer care. Daymark's groundbreaking approach is led by CEO Dr. Justin Bekelman, a pioneer in transforming cancer care, alongside some of the nation's foremost leaders in oncology and value-based care. Daymark Health is backed by Maverick Ventures, Yosemite, Oncology Ventures, Healthier Capital, Blue Venture Fund, and Healthcare Foundry. Be cautious of recruitment fraud, and always confirm that communications are coming from an official Daymark Health email. OUR MISSION Daymark Health is a value-based oncology company redefining the cancer care experience for patients, providers, and health plans. Daymark's comprehensive, personalized cancer care platform empowers patients with dedicated care navigation, symptom-focused support, behavioral health care, and social resources. Combined with evidence-based health interventions and a hybrid in-person + virtual care model, Daymark is improving the overall cancer experience for patients, providers, and health plans – and setting a new standard in cancer care. Daymark's groundbreaking approach is led by CEO Dr. Justin Bekelman, a pioneer in transforming cancer care, alongside some of the nation's foremost leaders in oncology and value-based care. Daymark Health is backed by Maverick Ventures, Yosemite, Oncology Ventures, Healthier Capital, Blue Venture Fund, and Healthcare Foundry. WHAT YOU'LL DO As Director of Corporate Development & Strategy, you will play a critical role in shaping Daymark's next phase of growth. You will work closely with the executive team to identify, evaluate, and execute strategic opportunities that expand our reach across oncology providers, health plans, and new lines of business. This role reports into Daymark's Finance leadership, reflecting its close connection to capital allocation, financial strategy, and the evaluation of new growth opportunities. At the same time, the role operates highly cross-functionally across the organization. You will partner closely with leaders across Growth, Clinical, Product, and Operations to develop and execute strategic initiatives that expand Daymark's reach and impact. You will sit at the intersection of strategy, partnerships, and innovation in value-based oncology care. This includes evaluating new business lines, assessing emerging value-based payment models (including CMS Innovation Center programs), and helping design partnership models that allow Daymark to scale. You will also serve as a strategic partner to leadership on key growth initiatives — helping prepare for provider and payer partnership discussions, supporting executive-level strategy conversations, and developing the strategic analyses and materials that help Daymark win and execute new opportunities. After 3 months you will... • Develop a deep understanding of Daymark's care model, value-based oncology strategy, and growth roadmap, • Build strong relationships with leaders across Growth, Clinical, Product, and Finance, • Support key strategic initiatives, including preparing materials and analyses for provider and payer partnership discussions, • Lead analyses evaluating new business opportunities, including potential expansion into new products, insured lines of business, or risk-bearing models, • Support strategic partnership opportunities with providers and health plans by developing financial models, market assessments, and executive-ready materials, • Help shape early concepts for new care delivery models or service line expansion, • Lead major strategic initiatives that shape Daymark's growth trajectory, • Develop structured frameworks for evaluating joint ventures, risk-bearing partnerships, and new care delivery models, • Support the development of new strategic partnerships with providers and health plans, • Drive the evaluation and launch of one or more new strategic growth initiatives, such as a new care delivery model, risk-bearing partnership, or expansion tied to a CMS innovation program, • Establish repeatable processes for evaluating new payment models, partnerships, and business lines, • Play a central role in shaping Daymark's long-term growth strategy across providers, payers, and new lines of business WHAT WE ARE LOOKING FOR We are looking for a strategic, analytical, and execution-oriented leader who thrives in fast-moving environments and enjoys solving complex growth challenges. The ideal candidate is equally comfortable thinking strategically about new business opportunities and rolling up their sleeves to build the analysis, materials, and partnerships that bring those strategies to life. Core Competencies • Move with purpose: You are highly proactive and biased toward action. You know how to identify and prioritize opportunities and move quickly to translate strategy into execution., • Comfort with ambiguity: You thrive in dynamic environments where strategy and priorities evolve quickly. You bring structure and clarity to complex problems and enjoy building new capabilities from the ground up., • Strategic and analytical rigor: You are a strong problem solver who can evaluate markets, build financial models, and translate complex strategic questions into clear recommendations., • Executive communication: You can translate complex analyses into clear, compelling narratives and executive-ready presentations., • 6–10+ years of experience in corporate development, strategy, consulting, investment banking, private equity, or healthcare strategy roles, • Experience evaluating strategic growth opportunities, partnerships, or new business lines, • Strong financial modeling and analytical skills, • Exceptional PowerPoint and executive presentation development skills, • Experience supporting executive-level decision making and strategic initiatives, • Experience in healthcare services or value-based care, • Experience working with provider organizations or health plans ADDITIONAL INFORMATION The expected compensation for this role is $160,000 to $180,000 annually, depending on location & experience. This role is fully remote within the US but will operate on either Central or Eastern time business hours.

Job Description Garner's mission is to transform the healthcare economy, delivering high-quality and affordable care for all. We are fundamentally reimagining how healthcare works in the U.S. by partnering with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. Our approach guides employees to higher-quality, lower-cost care, creating a system that works better for everyone. Patients achieve better health outcomes, employers spend healthcare dollars more effectively, and physicians are rewarded for delivering exceptional care rather than performing more procedures. Garner is one of the fastest-growing healthcare technology companies in the country. Our products are trusted by the most sophisticated employers and providers in the industry, and we are building a team of talented, mission-driven individuals who are motivated to make a meaningful impact on healthcare at scale. About the role: We are looking for an exceptional FP&A Manager to join our finance team team. You will be on the front lines of informing company strategy through financial analysis and responsible for building up scalable processes to match company growth. This role reports to the Director, FP&A. Where you will work: Garner is headquartered in NYC, but this position is available for individuals who are comfortable with remote work and occasional travel to HQ. What you will do: • Develop and maintain dynamic, driver-based financial models to support business decisions, scenario planning, cash forecasting, and long-range strategic planning, • Partner closely with executive leadership to translate company strategy into actionable financial plans, • Own the budgeting and forecasting process (annual budget, quarterly reforecasts, and rolling forecasts), • Lead monthly financial reporting, including variance analysis, trend analysis, and KPI dashboards for leadership, • Implement and optimize financial planning tools and reporting automation to improve data accuracy and efficiency, • Serve as a strategic thought partner to department leaders, helping them understand financial performance and make informed decisions, • Conduct in-depth ad-hoc financial analysis to evaluate new business opportunities, • Identify risks and opportunities proactively and provide mitigation strategies to leadershipThe ideal candidate has:, • 4-8+ years of experience; ideally in investment banking, private equity or a startup FP&A function, • Bachelor's degree in Finance, Accounting, Economics, or a related field, • Strong financial modeling and analytical skills, with advanced proficiency in Excel; experience with planning tools (e.g., Adaptive, Anaplan, NetSuite, Pigment) and BI tools is a plus, • Demonstrated experience owning budgeting, forecasting, and variance analysis processes, • Ability to manage multiple priorities in a fast-paced, ambiguous environment, • Strong communication and presentation skills, with the ability to partner effectively across departments, • Demonstrated ability to improve processes and build scalable reporting infrastructure, • Intellectual curiosity and a structured, problem-solving approach to breaking down complex challenges, • A proactive, hands-on mindset with a willingness to roll up your sleeves and take ownership

MUBK in North America, and is housed within MUBK’s Global Corporate and Investment Banking division. Prepare detailed credit analyses and required credit application according to policy, including evaluation of loan purpose and structure, repayment sources, corporate, regulatory and industry risk,

Application Deadline: 03/25/2026.Job Family Group: Capital Mrkts Sales & Service.BMO Capital Markets is a leading, full‑service financial services provider.We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.Provides

A leading commercial real estate service firm is seeking an experienced Investment Banking Director in New York City.

A leading financial information services firm in New York is seeking a Director/Senior Director/Managing Director to focus on Investment Grade Banking relationships.