ICON is a technology platform - at scale, with proprietary technology that doesn't exist anywhere else on earth. We're scaling a business towards hyper-growth and we're assembling a team that will take us there.

We're looking for a sharp, execution-oriented Finance Associate to work directly with our CFO and senior leadership team. This isn't a supporting role - it's a seat at the table during one of the most consequential periods in ICON's history. You'll own financial models, support board and investor communications, and dig into the unit economics of a business that spans three distinct segments: commercial construction, defense contracts, and hardware technology sales.

If you want a career-defining stretch role at a company changing how the world builds, this is it. Our finance team is embracing AI.

RESPONSIBILITIES

• Build and maintain financial models across company, segment, and project levels — including Titan hardware economics, Formcrete revenue modeling, and government contract P&Ls
• Support quarterly board materials and monthly investor reporting — from first draft to final slide
• Perform variance analysis and forecasting, with a relentless focus on forecast accuracy over time
• Support investor requests and capital markets processes
• Partner with business leaders on commercial contract profitability and model pro forma impact before deals are signed
• Assist in treasury management, working capital analysis, and cash flow forecasting
• Own special projects across R&D, business development, and construction diligence as they arise

MINIMUM QUALIFICATIONS

• 2–5 years of experience in investment banking, FP&A, project finance, corporate finance, or a related analytical role
• Strong financial modeling skills — you build from scratch, not just from templates
• Clear communicator who can translate numbers into decisions for non-finance audiences
• Bachelor's degree in finance, economics, accounting, or a quantitative field
• Proficiency with AI and a passion for innovation
• Proficiency in Excel; experience with PowerPoint, ERP systems (NetSuite a plus), or financial planning tools is a bonus

PREFERRED SKILLS AND EXPERIENCE

• Demonstrated passion for financial modeling and the visual display of quantitative information.
• Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, board or other outside partners.
• Ability and desire to communicate financial concepts and information to individuals at all levels including finance and non-finance managers.

WHO THRIVES HERE?

• People who want their work to matter beyond the spreadsheet
• Self-starters who move fast, ask good questions, and don't wait to be told what to do
• Candidates from non-traditional paths - construction finance, government contracting, manufacturing - are strongly encouraged to apply.

Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp! 

This is where you can learn from industry leaders and become one yourself. It's fast-paced, mission-based work that challenges the status quo. Be on the team that's changing the world. 

What we’re looking for: 

Nexamp is looking to hire a Senior Utility-Scale Development Finance Associate. You will be responsible to support Nexamp’s utility-scale development efforts by serving as a bridge between the Utility-Scale Development and Capital Markets teams. The Senior Associate helps ensure project assumptions, diligence materials, and operational insights are accurately reflected in financial analyses, financing activities, and ongoing facility management. By improving coordination across development and financing workstreams, this role helps advance financeable projects, support efficient capital deployment, and strengthen management of existing financing relationships.

We are accepting candidates across our hub offices of Chicago, IL, Boston, MA, and Austin, TX, where you will be hybrid. You will report to the Senior Vice President, Utility-Scale. 

What you’ll do:  

• Serve as the analytical cross-functional partner and primary point of contact between the Utility-Scale Development team and Capital Markets, translating project-level development updates (schedule, permitting, commercial terms, budget) into financial and strategic inputs that drive project prioritization, financing, and decision-making. 
• Maintain and update project-level and portfolio-level financial models for the evaluation of utility-scale project opportunities. 
• Coordinate internal workstreams and track deliverables during the execution of debt, tax equity, tax credit transfer, and other structed financing transactions and ensuring materials are delivered on time throughout the transaction lifecycle. 
• Prepare and update utility-scale financing facilities, including lender reporting, covenant compliance tracking, consent and waiver requests, and coordinate inputs with internal teams and financing counterparties. 
• Monitor and analyze market trends, financing structures, and investor activity across renewable energy capital markets, preparing internal materials to support PPA origination, tax credit monetization, M&A opportunities, and other capital deployment decisions. 
• Prepare presentations, transaction summaries, and internal approval materials used by senior management, investment committees, and financing counterparties to support utility-scale project decision-making.

What you’ll bring: 

• Bachelor’s degree in Finance, Economics, Business, Engineering, Accounting, or a related field or equivalent combination of education and relevant work experience.   
• 2+ years of relevant experience in renewable energy, project finance, development finance, capital markets, investment banking, consulting, or a related analytical role.  
• Proficiency in Excel and PowerPoint with strong financial modeling and analytical skills, with the ability to interpret project economics and support scenario analysis.   
• Strong organizational and project management skills, with attention to detail and ability to manage multiple workstreams and deadlines while working in a fast-paced environment.  
• Ability to gather, synthesize, and clearly communicate project-level information through presentations, memos, and approval materials that support diligence, reporting, and decision-making. 
• Experience supporting financial analysis, budgeting, forecasting, or valuation work, preferably in energy or infrastructure.  
• Exposure to utility-scale solar, storage, or broader renewable energy development is preferred.
• Familiarity with project finance concepts, including debt, tax equity, tax credit transfer, or other structured financing solutions, is preferred.
• Experience supporting due diligence, transaction execution, or management of financing or investment processes is a plus.  
• Understanding of key project development inputs such as schedule, budget, commercial assumptions, and milestone tracking is preferred.  
• Commitment to Nexamp's mission and have a passion for solving tomorrow's climate crisis today.
• Demonstrated experience in effectively communicating information, ideas, and perspectives with people inside and beyond your organization.   
• Experience in showcasing initiative to make improvements to current work, processes, products, and services across the organization. We value accountability and an ownership mentality. 
• Ability to ask appropriate questions, analyze data, identify the root causes of problems, and present creative solutions. 
• Expertise in building strong internal and external relationships with customers and stakeholders, instilling trust and loyalty across the industry. 
• Eagerness to develop a fundamental understanding of how Nexamp operates and then apply that knowledge effectively to inform business decisions.  

If you don’t meet 100% of the above qualifications, but see yourself contributing, please apply.

 At Nexamp, our mission is to build the future of energy so it is clean, simple, and accessible for all. We are committed to providing a work environment free from discrimination. We are proud to be an equal opportunity employer. We do not discriminate against applicants on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, veteran status, or any other basis protected by law. By encouraging a culture where ideas and decisions come from all people, we believe it will help us grow, innovate, and be a part of environmental and social change.

You’ll love working here because:  

Not only will you get to take part in meaningful work and have the chance to change the world alongside innovative, dedicated, and motivated peers, but you will also have access to all the benefits that Nexamp offers! This includes our competitive compensation package; a 401(k) employer-match; health, dental, and vision insurance starting day one; flexible paid time off and holiday PTO; commuter benefits, and cell phone reimbursement. We have headquarters in Boston, MA and Chicago, IL, in addition to growing offices nationwide. We provide healthy snacks, coffee, service days and other volunteer opportunities, company outings, and more!  

Compensation   

The reasonably estimated salary for this role at Nexamp ranges from $84,000 - $105,000. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual bonus programs based on individual and company performance, non-annual sales incentive plans, or other non-annual incentive plans). Additionally, you may be eligible to participate in the Company’s stock option plan. Actual base salary may vary based upon, but is not limited to, skills and qualifications, internal equity, performance, and geographic location. 

Nexamp's People team manages all aspects of recruitment and hiring within our organization. We want to inform third-party recruiters, staffing firms, and related agencies that Nexamp does not accept unsolicited resumes. Resumes will only be considered from these entities if a signed agreement is in place and the People team explicitly authorizes external recruiting assistance for a specific position. Any unsolicited resumes received will be deemed the property of Nexamp. We want to emphasize that Nexamp is not liable for any fees associated with unsolicited resumes. 

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

We want people who are passionate, high performing team players who can take new challenges and go the extra mile.

The Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed and that our financial results are properly accounted for. We provide financial analysis to determine key operational decisions within a rapidly growing organization. We only hire the best to these teams, and your work will have a huge impact on the future success of this rapidly growing company.

We are seeking a high-caliber finance professional to serve as a key architect of our corporate financial strategy. This role requires a unique blend of technical modeling mastery and strategic foresight, as you will directly own the company’s cash forecasting, equity dilution models, and long-range planning integration. The ideal candidate is a "three-statement expert" who thrives in a high-growth, fluid environment and possesses the analytical rigor to manage complex balance sheet and liquidity workstreams. You must be a proactive problem-solver, capable of translating intricate financial data into clear, actionable insights. Beyond maintaining the status quo, you will be a champion for scaling our FP&A processes and leveraging tools like Adaptive Insights to enhance the sophistication of our global finance function.

What You’ll Be Doing:

• Own the cash forecast during each monthly forecast cycle, including the annual planning cycle
• Maintain and evolve the WASO (Weighted Average Shares Outstanding) and EPS (Earnings per Share) model, including equity roll-forward schedules and dilution forecasting 
• Architect and update the Balance Sheet forecast, proactively monitoring leverage ratios and capital structure health
• Analyze interest expense trends and the impact of debt instruments on the overall P&L and cash position.
• Manage the Long-Range Planning (LRP) model, translating multi-year strategic initiatives into a cohesive financial outlook for various scenario analyses
• Act as the primary FP&A lead for Treasury support, providing data-driven insights for debt servicing, interest expense forecasting, and overall cash management.
• Support development of integrated modeling for CapEx and equipment lease forecasts in close collaboration with the COGS and Operations teams 
• Drive accountability for cash performance metrics, specifically owning the tracking and reporting of Adjusted FCF, Unlevered FCF, and Cash Generated metrics.
• Drive end-of-quarter Cash Flow analysis with Accounts Payable and Accounting to ensure accuracy, control over final pay runs, and weekly liquidity management. 
• Provide monthly, quarterly, and annual support for internal reporting and external earnings requirements related to equity, debt, and cash flow movements.
• Support the advancement of FP&A processes, Adaptive Insights planning system and related IT tools, and financial modeling to enhance the overall finance function
• Work closely with the accounting team to ensure timely and accurate financial closes on a monthly basis
• Prepare presentations and key reporting to the Board of Directors and Executive Team
• Develop business cases and analysis to inform and support business and financial decisions
• Collaborate cross functionally to understand the financial impact of, and help prioritize, new business initiatives and investments

What We’ll Expect From You:

• Strong analytical, financial modeling, and problem-solving skills with the ability to quickly grasp and apply analytical concepts
• 2-3 years of investment banking experience (Tier 1 banks preferred)
• Foundational knowledge of GAAP, specifically as it relates to Cash Flow Statement classification
• Demonstrated ability to consistently work within fixed timeframes and meet deadlines
• Proactive communicator with excellent verbal and written skills
• Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
• Must have strong work ethic, team mentality, positive attitude, be highly-driven, self-motivated, have excellent business partnering skills and demonstrate internal stakeholder orientation
• Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
• Proactive, self-directed operator who demonstrates strong ownership mindset; comfortable working autonomously to drive initiatives and deliver results.
• Proficiency in Google Sheets and Microsoft Excel
• Bachelor’s degree required
• Final candidates will be required to complete a case study analysis during the final rounds.

Nice to have:

• Proficiency in, or an aptitude to learn, Adaptive Insights including building models and reports
• Experience in financial forecasting, planning and analysis and operational budget management, preferably in a business partner facing role
• Experience in other tools/programming languages (Looker, SQL, VBA, Netsuite, Oracle, etc.)
• MBA is a plus

Compensation Range: 

• $93,000 - $140,000

*This is a remote role

JR: 2026-7580

#LI-Remote

As the Sr Manager of Treasury, you will be the primary driver of Gong’s Treasury operations, responsible for both the day-to-day execution and collaborate on the long-term scaling of the function. This is a high-visibility role within Finance where you will have independence to manage our liquidity, investment portfolio, and global risk management program in collaboration with the VP. You will be a critical cross-functional partner to FP&A, Accounting, Legal, Tax, Facilities, CISO, and others, ensuring our financial infrastructure supports Gong’s global trajectory.

RESPONSIBILITIES

• Act as the primary lead for daily treasury operations, including cash positioning, liquidity management, and global bank account administration across all entities
• Define and own the liquidity framework, maintaining rolling 13-week cash flow forecasts and partnering with FP&A to align quarterly Free Cash Flow projections with corporate goals
• Partner with the VP to manage the company’s investment portfolio, assisting in the monitoring of manager performance and ensuring all activity remains aligned with the corporate Investment Policy and liquidity requirements
• Drive capital efficiency by ensuring adequate funding across global bank accounts and identifying opportunities to invest excess daily cashLead the design and implementation of FX risk management, including the evaluation and execution of hedging programs to manage P&L volatility
• Champion treasury technology and automation, identifying and implementing tools to replace manual workflows and improve reporting scalability
• Establish and maintain a rigorous control environment, ensuring all banking portals, user permissions, and reporting follow SOX-compliant protocols
• Manage the corporate insurance and risk management program, leading the annual renewal process, data verification, and benchmarking to protect Gong as it scales
• Partner cross-functionally with Legal and Sales to review insurance provisions in commercial contracts and ensure compliance with customer and vendor requirements
• Serve as the primary day-to-day contact with the bank, managing information requests while assisting the VP in broader relationship strategy
• Define and report on Treasury KPIs, providing the Finance leadership team with visibility into investment returns, bank fees, and other important metrics

QUALIFICATIONS 

• 5-7+ years of experience in corporate treasury, with a proven track record in high-growth technology environments
• Expertise in cash management and liquidity forecasting, with a strong command of financial modeling and the ability to operate independently with high data integrity
• Strong analytical and financial modeling skills, with a proven ability to build complex, dynamic models in Excel to support liquidity, investment, and FX analysis
• Solid understanding of investment products and the mechanics of managing a corporate portfolio and its direct impact on Free Cash Flow
• Knowledge in FX risk management, including the execution of hedges and an understanding of currency impact on consolidated financial statements
• Experience managing corporate insurance renewals and reviewing complex contract provisions is highly desirable
• Self-starter mindset with the ability to multitask and prioritize competing priorities in an ambiguous, fast-paced environment
• Strong bias for action and execution, with the detail-orientation required to manage complex global banking and insurance workstreams
• Excellent communication and stakeholder management skills, capable of presenting complex treasury topics to senior leaders and cross-functional partners with ease
• Bachelors Degree in Finance, Economics, or Accounting; Master’s Degree or CTP designation a plus

PERKS & BENEFITS 

• We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs.
• Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle.
• Mental Health benefits with covered therapy and coaching.
• 401(k) program to help you invest in your future.
• Education & learning stipend for personal growth and development.
• Flexible vacation time to promote a healthy work-life blend.
• Paid parental leave to support you and your family.
• Company-wide recharge days each quarter.
• Work from home stipend to help you succeed in a remote environment.

The annual salary hiring range for this position is $124,000 - $195,000 USD. 

Compensation is based on factors unique to each candidate, including, but not limited to, job-related skills, qualification, education, experience, and location. At Gong, we have a location-based compensation structure, which means there may be a different range for candidates in other locations. The total compensation package for this position, in addition to base compensation, may include incentive compensation, bonus, equity, and benefits. Some of our sales compensation programs also offer the potential to achieve above targeted earnings for those who exceed their sales targets. 

We are always looking for outstanding Gongsters! So if this sounds like something that interests you regardless of compensation, please reach out. We may have more roles for you to consider and would love to connect.

We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Gong recruiting email communications will always come from the @gong.io domain. Any outreach claiming to be from Gong via other sources should be ignored.

Gong is an equal-opportunity employer. We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, military status, genetic information, or any other basis protected by applicable law.

To review Gong's privacy policy, visit https://www.gong.io/gong-io-job-candidates-privacy-notice/ for more details.

<<#LI-KG1>>

About the role

Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. We’re building trust in this system of credit. 

We are looking for a Director, Capital Solutions to join our team!

This is an opportunity to have a big impact and join a fast growing platform and partner with the executive team across the firm. You’ll be a driver and co-owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored.  We have a strong ethos of promoting from within, and you'll be given ample opportunities for career development and advancement.

Who will love this job

• A fintech enthusiast: You understand debt capital markets, our customer’s pain, and how Setpoint’s solutions fit.
• Detail-oriented: You don’t cut corners and driven to be accurate and maintain a zero defect approach under tight deadlines.
• A great communicator: You can succinctly communicate and discuss complex problems and distill rules based legal documents into digestible logic.
• An intuitive all-round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness.
• An independent problem-solver: You can understand what’s most important quickly and proactively build solutions.
• A scrappy team player: You thrive in ambiguous environments with lots of moving parts, priorities, roles and responsibilities.

What you’ll do

• Report to the VP of Solutions and work closely with Product and Engineering team leads.
• Own the accuracy of Setpoint’s Capital OS application across asset classes and clients.
• Parse legal agreements and create a source of truth for engineers and product managers as part of product implementation and development.
• Manage operational processes to efficiently onboard software clients, coordinating with Sales, Engineering, Product and Legal teams.
• Interact with clients to resolve reporting discrepancies and disputes in a timely manner.
• Represent the voice of the customer in internal product communications.

You should have

• 7+ years of asset backed lending, accounting or relevant investment banking experience.
• Ability to deal with ambiguity and meet deadlines in high-pressure situations.
• Solid interpersonal skills and client management experience.
• Strong analytical and problem-solving skills.
• Expert status in Excel.

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital. 

For all our employees, we offer a full slate of benefits from competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacation. Setpoint has offices in Austin, New York, and Park City, UT and we’re currently hiring remote team members for specific roles.

Compensation: $200,000 - $225,000 dependent on multiple factors, which may include the successful candidate's skills, experience and other qualifications.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This position is a unique opportunity to work alongside financial experts in conducting original finance and economic research. The position involves responsibilities that serve as excellent preparation for Ph.D. programs in finance or economics, including data processing and analysis, model design, simulation techniques, literature reviews, and presentations. The research fellows will work closely with Dr. John Griffin (and his co-authors) on research projects in forensic finance, blockchain and cryptocurrency, structured finance, or healthcare. Dr. Griffin is seeking applicants who are dedicated to rigorous research and motivated to study fraud. Research fellows are welcome to request recommendation letters from the financial experts with whom they work.  

Dr. Griffin is a leading expert in forensic finance, the James A. Elkins Centennial Chair in Finance at The University of Texas at Austin, McCombs School of Business, as well as CEO and president of Integra FEC. His expertise is in structured finance, credit ratings, international finance, and institutional investments with topics of papers including: the financial crisis, manipulation, cryptocurrencies, mortgage misreporting, credit ratings, insider trading, investment banking, corruption, trading behavior, and international finance. Dr. Griffin’s research has been extensively published and cited in top journals such as American Economic Review, Journal of Finance, Journal of Financial Economics, and Review of Financial Studies and featured in over 600 media outlets including Bloomberg, Wall Street Journal, New York Times, and Financial Times.  

Integra is a forensic data analytics firm that seeks to identify, investigate, and analyze securities and financial fraud. Integra’s clients include federal and state enforcement agencies. Integra has a team of experts comprising of leading academics and professionals with deep experience in trading markets, cryptocurrencies, structured finance, and credit ratings.

This is a one-year position based in Austin, TX, with the potential for a one-year extension.

Main responsibilities include:

• Conducting research to develop and investigate hypotheses in forensic finance: topics may include cryptocurrencies, derivatives, or other complex financial instruments
• Data extraction and processing: writing scripts to retrieve and organize data
• Data analysis: analyzing large datasets to find insights and fraudulent patterns, by thoughtfully applying the appropriate tools and algorithms

The desired qualifications are as follows:

• Bachelor's degree in mathematics, economics, computer science, statistics, engineering, physics, or other quantitative field
• Demonstrated experience with Python and SQL, or R
• Attention to detail
• Intellectual curiosity and interest in fraud analysis
• Highest ethical standards
• Strong teamwork abilities
• Prior research experience, either for independent research or as research assistant
• Excellent grades
• Potential interest in pursuing a Ph.D. in Finance, Statistics, Economics, or other quantitative field in the future.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Role and Responsibilities

We are seeking an Associate of Impact Investments to join our Workforce and Education Investments team. This team is dedicated to generating greater economic mobility by financing and supporting reskilling and upskilling initiatives that lead to quality jobs. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce. 

Associates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Working together with a team, key activities may include:   

Impact Investments  

• Engage in sourcing, due diligence, financial modeling and portfolio management for impact investments
• Conduct research, analyze data, and review evidence to support project design decisions, test hypotheses, and drive recommendations
• Familiarity with data analysis and visualization and ability to create data dashboards to track portfolio performance and visualize trends
• Apply technical expertise in AI tools and infrastructure to help test and implement improved operational processes across active fund(s)
• Create presentation materials to share analysis, key findings and recommendations for both internal team and external partners
• Research potential project partners, analyzing their performance and ability to achieve future outcomes
• Work with current service provider partners to optimize operations and help achieve project outcomes
• Support drafting of contract and governance documents
• Collaborate with evaluation firms, when needed, to identify and measure key performance outcomes
• Supporting capital raise and investor management, as relevant 

Field Building 

• Writing blog posts and support the creation of white papers and reports that publish key learnings and findings from our work
• Contributing to and support research efforts in social issue areas and interventions 

Firm Building 

• Supporting analysis and writing for responses to proposal documents (i.e. Requests for Proposals) and concept notes for potential business development opportunities
• Creating communications materials and preparing managers for external calls that could lead to new opportunities
• Contributing to capacity-building initiatives, such as recruiting, professional development, knowledge management, fundraising, or other internal projects
• Providing real-time feedback to team members to support professional growth and contribute to high-quality deliverables
• Support our goal to foster a culture of well-being and belonging   
• Supporting senior management, internal functional teams, and Social Finance project teams as needed 

Qualifications 

We are looking for entrepreneurial candidates with flexibility, aptitude and passion for our mission. Candidate requirements: 

• 2-5 years of full-time professional experience with at least 2 years of transactional experience within impact investing, investment banking, private credit, venture capital, or private equity (demonstrated formal investment training is a plus) 
• Advanced experience in Excel and financial modeling; Advanced PowerPoint experience
• Strong analytical and quantitative skills, including experience or demonstrated capacity to learn data visualization programs (i.e. PowerBi or Tableau) and statistical coding programs (i.e. R or Stata) 
• Experience with AI tools or platforms in a professional setting (e.g. prompt engineering, AI-assisted workflows, or data infrastructure)
• Strong verbal and written communication skills
• Ability to quickly research, synthesize and summarize key takeaways on unfamiliar topics
• Ability to communicate and work closely with many types of partners across multiple sectors; willingness to constructively express your point of view and hear the point of view of others, both internally and externally
• Commitment to high quality work and accuracy, with an ability to manage multiple and competing priorities simultaneously
• Capacity to work independently while contributing to team projects as appropriate
• Demonstrated interest in and knowledge of or willingness to learn about key issues in nonprofit management, social interventions, government services, and/or impact investing
• Ability to adapt and be flexible
• Commitment to enhancing a team culture of inclusion, belonging and equity
• Experience in or with the systems we seek to impact is preferable  

Benefits 

At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include: 

• Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more
• Retirement savings plan with employer contribution
• Short-term, long-term and life insurance policies
• Commuter benefits and cell phone reimbursements
• Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed)
• Dedicated budgets for team building and employee recognition
• Annual budget for external professional development opportunities
• Mentorship and onboarding programs
• Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin and Washington, D.C.; New York, NY. 
• Paid vacation and paid holidays (with 12/24-1/1 off every year)
• Paid parental leave
• A truly stellar team of high performing, values-driven and fun (!) professionals 

Salary

Social Finance uses a lockstep compensation model for purposes of equity and transparency - we strive for everyone coming in at a given level to be paid equitably. For this position, at the Associate level, the starting base salary is $81,000; however, during the interview process, we will take into account a candidate's full work experience and may adjust the job title, and commensurate starting salary, as appropriate. If joining our San Francisco office, this hire would receive an additional $1,000 for every month they are residing in the state of California within a commutable distance of our office in San Francisco.

At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program (bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance). 

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

Our Partnership Program is a key initiative for the company. The Partner Account Manager’s primary duty is to engage, build and develop Human Interest’s key accounts and growth opportunities. We're looking for a forward-thinking, meticulously organized, and self-motivated sales professional who can thrive in a fast-paced environment.  You'll accelerate our partner relationships to help us exponentially reach more small and medium businesses across the United States, which is essential to our growth. This role requires someone who is proactive, creative, and can exercise their own discretion and judgment to create their own solutions when needed.

What you get to do every day

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities 
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance 
• Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
• Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What you bring to the role

• 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
• Successful - Proven track record of success in a quota driven sales environment
• Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
• Dynamic - You can thrive in a fast-paced, and ever-changing environment
• Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done.
• Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
• Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe.
• Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
• Growth mindset - You can embrace feedback and hold yourself accountable.
• Coachable- Ability to absorb information, training, and guidance and successfully implement and execute
• Travel - Ability to be In the field 3 days/week

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $70,000, and a variable target compensation of $70,000. The specific pay rate offered is based on the candidate’s relevant skills and experience. Base pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits. Additionally, employees receive stock option grants, enhancing long-term financial growth and investment in our company's success.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth:  Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents  
• Carrot: Fertility healthcare and family forming benefits
• Candidly:  Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We’re a great place to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024) 
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.

Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at careers@humaninterest.com

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures

SUMMARY

• This is a fully onsite role and will report into our office in Austin TX. 
  • With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.
  • While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.
• Our Strategic Growth team is the face of the company and the engine of our market expansion. As an Account Executive, AKA "Strategic Growth Manager", you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

• This is a quota carrying role. Your quota per quarter is metric’d by the number of principal agents you successfully bring to Compass. Our deal size is anywhere from $200k - $3M+, with an average time to close at about 30 days.
• You can meet quota each quarter by bringing on a number of individual agents or large agent teams. Your quota is based on the prior 12 months performance of that agent or team. It is not contingent upon their future production once at Compass.
• You are tasked with helping agents understand why their business, and their clients, will benefit by moving to Compass.

NUANCES

• This is a more humanized sale than your average sales process as you are dealing directly with decision makers. You can think of every agent as the CEO of their own business - with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
• Think about a top producing agent who’s been with a brokerage for 15+ years. Their personal and professional identity is often wrapped up in that brokerage’s brand. Successfully decoupling an agent from their prior brokerage takes outstanding patience, listening, agility and ultimate focus to get the deal done.
• The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds such as investment banking, management consulting, law and enterprise sales.
• By virtue of the space we are operating in, the talent on the team and the incredible momentum in our business, we are seeing our SGM’s conservatively generate 15x more revenue per head than the top tech firms in the world.

QUALIFICATIONS

• B.A. or B.S. with 5+ years of relevant experience
• Strong interpersonal skills, glass-half-full mentality
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to multi-task and handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

SUMMARY

• This is a fully onsite role and will report into our office in Austin TX. 
  • With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.
  • While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.
• Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

• This is a quota carrying role. Your quota per quarter is metric’d by the number of principal agents you successfully bring to Compass. Our deal size is anywhere from $200k - $3M+, with an average time to close at about 30 days.
• You can meet quota each quarter by bringing on a number of individual agents or large agent teams. Your quota is based on the prior 12 months performance of that agent or team. It is not contingent upon their future production once at Compass.
• You are tasked with helping agents understand why their business, and their clients, will benefit by moving to Compass.

NUANCES

• This is a more humanized sale than your average sales process as you are dealing directly with decision makers. You can think of every agent as the CEO of their own business - with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
• Think about a top producing agent who’s been with a brokerage for 15+ years. Their personal and professional identity is often wrapped up in that brokerage’s brand. Successfully decoupling an agent from their prior brokerage takes outstanding patience, listening, agility and ultimate focus to get the deal done.
• The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds such as investment banking, management consulting, law and enterprise sales.
• By virtue of the space we are operating in, the talent on the team and the incredible momentum in our business, we are seeing our SGM’s conservatively generate 15x more revenue per head than the top tech firms in the world.

QUALIFICATIONS

• B.A. or B.S. with 5+ years of relevant experience
• Strong interpersonal skills, glass-half-full mentality
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to multi-task and handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

Position Summary

The Associate will be a member of Focus’ core strategy team which oversees all corporate development / M&A activities across Focus, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms and investment committee papers, due diligence, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.

This role is based in New York, NY; Austin, TX; San Francisco, CA.

Primary Responsibilities

• Participate in every step of the M&A deal process from proposal to close
• Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers
• Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
• Structuring and modeling deal terms
• Preparing and presenting Investment Committee (IC) memorandums to the IC committee
• Preparing and presenting term sheets
• Acting as central point for coordination across Focus’ Corporate and business line teams
• Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams

Qualifications

• Bachelor’s degree from a top university or college
• 2-3 years full-time work experience in investment banking, private equity or strategic consulting
• Competency in financial statement analysis and strong analytical skills
• Excellent interpersonal and communication skills
• Strong organizational and prioritization skills
• Excellent attention to detail
• Intellectual curiosity and confidence to take initiative
• Ability to present and discuss analysis/findings to various stakeholders

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$120,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-SF1

Location: Remote (United States or Canada)
Type: US - Full time; Canada - Independent Contractor

About Human Agency

We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines. Our mission is to bring on individuals, from creative producers to technical experts to entrepreneurial leaders, who can help us realize this next chapter of growth.

We are a company of doers. Leaders roll up their sleeves, teams work flat, and everyone contributes to what ships. Titles don't insulate us from feedback or basics. We invite critique, learn quickly, and keep raising the bar. The best ideas win here, no matter where they come from, because clients trust us to deliver the strongest outcomes every time.

Our clients' missions, products, and bottom lines are sacred. We immerse ourselves in their world, becoming stewards of their goals and partners in solving big problems. Every product, strategy, or asset we create must be both beautiful and functional; practical, usable, and designed for real-world impact.

Humans are our most valuable resource, and we only grow by hiring people who push us forward. Across strategy, engineering, design, data, and operations, we seek out teammates who raise the bar and make us better. Always hire up, never down.

We partner with organizations of all sizes to explore, design, and implement AI strategies that are secure, scalable, and human-centered. We believe AI should amplify human potential, not replace it, and we build with that conviction in every engagement. From advisory and tooling to implementation and education, we meet clients where they are and help them integrate AI in ways that align with their mission and values. Our goal is to empower teams to work smarter, move faster, and unlock new possibilities through thoughtful, responsible innovation.

And through it all, we lead with purpose, love, and adventure. We do meaningful work with people we care about, and we make the ride an adventure worth taking. Because at Human Agency, who we are and how we work are one and the same.

The Opportunity

This is not a traditional sales role. We are not calling on mid-level executives to sell packaged service engagements. We are becoming the AI entrepreneur embedded inside the biggest companies in America — the team that gets carte blanche from the owner to go build the future of their business.

That requires owner-level access. It requires trust that takes years to build. It requires a network of relationships at the very top of the market — founders, family office principals, PE partners, and the executives who actually control capital allocation and strategic direction. You have that network. You open the doors. We close together.

You will be responsible for building the commercial engine that takes Human Agency from a high-performing consultancy to the strategic AI partner for the 5,000 most important companies in North America. You will create the relationships, design the outreach strategy, and represent us in rooms where decisions get made. This is your opportunity to prove what you're capable of at the highest levels of business.

What You'll Own

• Build and activate your network. You will systematically identify and engage owners, founders, family business leaders, and PE partners who control strategic decisions at target companies. You get us the meeting with the person who can say "yes, go build the future of my company."
• Design and execute strategic outreach. You will create a disciplined, relationship-driven go-to-market motion targeting enterprise owners and family businesses. This is not volume-based prospecting — this is high-touch, high-trust relationship development at scale.
• Represent Human Agency at the highest levels. You will be the face of the firm in boardrooms, private events, conferences, and executive forums. You will carry the mission, articulate the vision, and build the credibility required to win at this level.
• Collaborate on deal structure and closing. You open the door, but you stay in the room. You will work directly with leadership to shape the conversation, design the engagement, and close the partnership. This is a team sport, and you play offense.
• Own the revenue trajectory. You will be accountable for pipeline development, relationship velocity, and ultimately the growth of Human Agency's client base. You will build the systems, rituals, and discipline required to scale this motion without losing the quality of the work or the relationships.

Who You Are

Experience & Skills

• You have an established, high-quality network of owners, founders, family office principals, PE partners, or C-suite executives at large enterprises. Your rolodex opens doors that most people spend years trying to access.
• You graduated from an elite MBA program — Harvard Business School, Stanford GSB, Wharton, Booth, Kellogg, or equivalent — and you've built on that foundation with real-world credibility and relationships.
• You have 10+ years of experience operating at senior levels in consulting, investment banking, private equity, venture capital, or enterprise sales — environments where trust, reputation, and relationship capital matter more than product demos.
• You have a track record of opening and closing high-stakes relationships. You know how to navigate complex organizations, multi-stakeholder decision processes, and long sales cycles without losing momentum.
• You are comfortable in any room. You can hold a conversation with a third-generation family business owner, a PE Managing Director, and a Fortune 500 CEO — and you know how to adjust your approach without losing authenticity.

Mindset & Traits

• You have integrity and seriousness. You are not coasting on your pedigree or your last name. You are building something, and you want this role to be the proof of what you are capable of.
• You see this as your opportunity, not a stepping stone. You are here to build the revenue engine for a company that is going to matter, and you want to be the person who made that happen.
• You are entrepreneurial and resourceful. You do not wait for a playbook. You figure out what works, you test it, you refine it, and you scale it.
• You have sales instinct. You may not describe yourself as the world's best closer, but you know how to move a conversation forward, read a room, and create the conditions for a yes.
• You operate with clarity and discipline. You manage your time, your pipeline, and your relationships like an investor manages a portfolio — with rigor, intentionality, and a long-term view.
• You care about the work, not just the deal. You want to sell something that matters, to people who will use it to build something great. You believe in what Human Agency is doing, and that belief shows up in every conversation.

Compensation & Logistics

• This is a remote role based in the United States or Canada. You will work closely with leadership and collaborate across time zones as needed.
• This is a full-time role with significant upside and equity participation for the right person.
• Occasional travel required for client meetings, conferences, and company offsites.

Equal Opportunity Commitment

Human Agency is an Equal Opportunity Employer. We value diverse perspectives and are committed to building inclusive, high-performing teams where everyone can do their best work.

About the role

At Setpoint Capital, we focus on asset-backed private credit investments where we can bring unique value through our technology, operations, and insights. We integrate financial expertise with operational excellence to create capital solutions that enhance efficiency for our partners and investors.

If this sounds exciting to you, Setpoint Capital is looking for an Investment Analyst to join the Investments team.

This is an opportunity to have a big impact and partner with multiple functions across the organization. The ideal candidate will bring strong communication and organizational skills and experience to the role. They will collaborate with internal and external stakeholders, and welcome the dynamic environment that comes with a fast growing company. 

Who will love this job

• A doer: You have a strong bias towards action and a "get it done" mentality.
• A data-driven thinker: You can structure data and perform analyses that drive decisions.
• A great communicator: You possess excellent written and verbal communication skills, attention to detail, and enjoy building relationships.
• A multi-tasker: You can manage multiple priorities and execute them effectively within their deadlines.
• A problem-solver: You can quickly get to expert status in new areas, understand what’s most important and solve problems.
• A process driver: You can pick up complex systems and design repeatable solutions.

What you’ll do

• Perform quantitative and qualitative analysis used to support the underwriting of Setpoint’s potential investment opportunities.
• Prepare internal memoranda and other materials used to support investment recommendations and to communicate with internal and external stakeholders.
• Start and develop relationships with new and existing borrowers.
• Assess the performance of existing investments, including both the collateral as well as the operating company.
• Evaluate market conditions in existing and potential new investments; provide information and analysis to develop and support asset allocation decisions related to these categories.
• Provide support in executing new investments as well as ad-hoc projects as they arise.

You should have

• 1-3 years of relevant experience, preferably in structured credit, private equity, or investment banking.
• A desire to learn, take on new challenges, and be highly self-motivated.
• Strong interpersonal skills.
• Demonstrated analytical ability.
• Attention to detail with the ability to work on multiple projects simultaneously.

About Setpoint Capital