About the Role:

Strategic Partnerships support PitchBook's strategic priorities through establishing third party relationships and delivering revenue, exposure, improved market penetration, and/or content to PitchBook. The team works closely with PitchBook’s Segments & Solutions, Direct Data, Product, Data Operations, Commercial, Marketing, Research, RevOps, Legal, and Finance teams to execute on partnership opportunities to maximize the growth of the PitchBook business. 

Partnerships are designed to extend PitchBook’s reach, establish relationships to improve the workflows of our clients, enrich PitchBook’s original data and research with differentiated content, and identify strategic investment opportunities. The Senior Partnerships Manager is responsible for the lifecycle of partnership management including the day-to-day management of a portfolio of existing partnerships which may include key channel partners, proactive outreach to prospective partners, and evaluating inbound partnership opportunities. This role works closely with Strategic Partnerships leadership to contribute to strategic objectives as they relate to partnership opportunities and with stakeholders across all other departments to define market landscape, assess competitive position, and identify potential partners. This role requires someone with a proactive approach to relationship management, ability to weigh partner interests against PitchBook's strategy, and an expertise in building relationships externally and internally within a cross-functional team environment. 

Primary Job Responsibilities:

• Lead partner sourcing efforts by identifying and evaluating new data, research, and capability providers aligned with business needs 
• Manage ongoing relationships with key partners, ensuring service quality and contract compliance, and proactively identify new potential partnership expansion opportunities 
• Oversee contract negotiations, renewals, and amendments in collaboration with Legal and Finance 
• Monitor partner performance and usage metrics to inform renewal decisions and identify optimization opportunities
• Suggest partnership marketing programs to expand key partnership opportunities and collaborate with Marketing and GTM teams to support partner-related campaigns and communications 
• Maintain a robust pipeline of potential partners and track industry trends to inform partner strategy
• Coordinate quarterly payment cycles and budget tracking for partner contracts
• Provide input into partner-related budgeting and forecasting processes 
• Support the vision and values of the company through role modeling and encouraging desired behaviors 
• Participate in various company initiatives and projects as requested 

Skills and Qualifications:

• Bachelor’s degree preferred 
• 7+ years of account management and/or business development experience
• 7+ years of experience working with financial services clients; experience with Investment Banking, Private Equity, Venture Capital, and Limited Partner clients a benefit  
• Domain expertise in at least one of PitchBook’s core capabilities (e.g. Funds & Benchmarking, Credit, Equity Research, etc.) 
• Prior experience with partnership/alliance licensing and go to market structures strongly preferred 
• Exceptional customer-facing skills and experience with key account relationships required
• Ability to gather and distill information from disparate sources to form strategic recommendations  
• Excellent verbal and written communication skills with a keen eye for detail
• Superior cross-team collaboration skills with a proven ability to coordinate with stakeholders across multiple teams and operate in a matrixed environment 
• Proficiency with the Microsoft Office suite (including Copilot) and the ability to pick up new systems and software easily  
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• Additional medical wellness incentives 
• STD, LTD, AD&D, and life insurance

Emotional Health 

• Paid sabbatical program after four years
• Paid family and paternity leave 
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend 
• Robust training programs on industry and soft skills 
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

Social Health 

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare  
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• 401k match
• Shared ownership employee stock program 
• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. 

Compensation

• Annual base salary: $140,000-$170,000
• Target annual bonus percentage: 10%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

#LI-MS1

#LI-Onsite

Who we are

About Stripe

Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.

About the team

The Finance & Strategy team is a key thought partner to Stripe’s product leaders. We bring financial rigor, strategic clarity, and analytical depth to the decisions that shape Stripe’s product portfolio and long-term growth strategy.

The Payments Products Finance & Strategy team sits at the intersection of Payments and Agentic Commerce. The team is increasingly evaluating opportunities across the entire Stripe Payments portfolio with rapidly evolving market dynamics as new agentic commerce tools and behaviors form.  These areas require a finance leader who can operate across different stages of maturity, bring structure to complexity, and drive financial outcomes in an ambiguous environment.

What you’ll do

We're seeking a seasoned finance leader to lead our Agentic Commerce ambitions, both internally and externally. You’ll partner with product and engineering leads for Agentic Commerce, acting as a trusted financial and strategic advisor.  You’ll be a thought partner in developing frameworks for how to assess the evolving landscape, identify areas for growth and drive investment frameworks / strategic insights that enable Stripe to best capture this opportunity.  

This is a highly cross-functional role and requires the ability to understand the different needs in each organization and translate technical language into concise commercial insights.  Moreover, you’ll build the analytical infrastructure leveraging AI and tooling, to ensure this team delivers system-level improvements in how we deliver insights going forward.

Responsibilities

• Act as a financial and strategic advisor to the business, building investment cases and business plans, and evaluating business performance.  
• Create executive-ready presentations that tell the “investor narrative” taking into account internal data as well as external resources 
• Support new business / product launches, helping drive strategy and decision-making by bringing rigorous driver-based financial analyses / frameworks and product and industry expertise to help product leaders evaluate tradeoffs and shape strategic roadmaps. 
• As the business matures, establish and maintain key business metrics and KPIs to measure performance of new products.
• Lead the quarterly forecast and annual strategic financial planning process.
• Develop long range financial models with scenario analysis and actionable recommendations on growth, monetization and where to prioritize investments. 
• Present performance in business forums, highlighting drivers, risks and actionable insights.
• Drive process improvement and analytics scalability, partnering cross-functionally to evolve data infrastructure, reporting and analytics.
• Identify opportunities to leverage AI and automation to enable the team to operate at the leading edge of financial analysis.

Who you are

We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.

Minimum requirements

• At least 10+ years of relevant experience within strategic finance, ideally at a high-growth technology company and/or with prior experience in hedge funds, sell-side, or VC with strong analytical background (i.e. investment banking)  
• B.A. or B.S degree in related field
• Exceptional analytical capabilities and business acumen, with the ability to simplify and distill complex information in a rigorous but consumable way
• Ability to create polished, executive- and investor-ready presentations that communicate complex narratives clearly and concisely with high impact
• Broad exposure to multiple industries and sectors; experience in technology, SaaS, or AI is a plus
• Proven ability to build strong collaborative working relationships with business partners and executives; you are seen as a trusted and objective advisor
• An enthusiastic self-starter with a "roll up your sleeves" mentality
• Ability to manage multiple work streams and maintain high performance under tight timelines
• Ability to deal effectively with ambiguity and thrive in an unstructured, fast-moving environment
• Experience with SQL or a willingness to learn
• Excellent verbal and written communication skills

Preferred qualifications

• Deep understanding of payment and card networks economics
• Experience as a finance business partner supporting a partnerships or deal-making function

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. 

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. 

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. 

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The AVP - Fund Management (“AVP, FM”) is responsible for the financial modeling, analytics and due diligence process in closing MultiFunds, Club Funds and Proprietary Fund transactions, as well as the post-close management and reporting duties through stabilization of the underlying properties.    

We Innovate to shape the future of CRE, so in this role you will:

• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
• Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs.
• Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed.
• Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters.
• Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
• Manage investor due diligence workflow and Upper Tier closings.
• Prepare qualitative risk assessment and quantitative valuation for internal discussion.
• Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling.
• Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models.
• Train and review the work of junior staff, providing guidance and oversight.
• Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules.
• Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations.
• Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules.
• Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability.
• Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations.
• Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions.
• Annual review and revision of Upper Tier Policies and Procedures
• Provide weekly updates to VP, FM

We Stand for Excellence, so to achieve success in this role you should have:

• Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
• Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
• High attention to detail and accuracy, with the ability to manage complex financial data effectively.
• Excellent communication skills, both written and verbal, to convey information clearly and professionally. 
• Master's degree preferred.
• 5+ years of experience in a similar position.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

We are seeking a Director, Project Management & Product Specialist to lead the delivery, execution, and operating model for Sky Road, Octus’ state-of-the-art enterprise software platform for credit management professionals.

This is a role responsible for scaling delivery excellence across product, engineering, client onboarding, and commercial stakeholders. The Director will work closely with Sky Road management to set the vision, structure, and governance for how Sky Road is delivered, while still maintaining hands-on partnership with teams and clients to ensure outcomes.

This role blends enterprise project management leadership, product specialist expertise, agile transformation, and executive stakeholder management, and will serve as a trusted partner to Sky Road leadership. The Director will ensure roadmap initiatives, client delivery commitments, and platform evolution are executed with consistency, transparency, and speed.

Responsibilities

• 8+ years of experience in project management, delivery leadership, or agile transformation roles
• Proven experience leading complex, cross-functional software or data platform initiatives
• Strong executive presence with the ability to influence and drive alignment
• Deep understanding of agile, Scrum, and scaled delivery models
• Exceptional communication, facilitation, and organizational skills
• Experience building and scaling delivery operating models

Preferred

• Experience in SaaS, fintech, or data-driven enterprise platforms
• Experience leading distributed or global teams
• Strong partnership with product and engineering leadership
• Undergraduate degree
• Experience with CLO analytics especially optimization and trading related tools for leverage loan strategies
• Experience as a Product Specialist for an analytical software platform

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The salary range estimate for this position is $150,000 - $175,000.

The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors.

Your Opportunity

Scion is paving a path in student living and we’re seeking a motivated Treasury Analyst to join us in supporting the daily cash and banking operations of our organization. This role is ideal for an early-career professional looking to build a strong foundation in treasury within a U.S.-based real estate platform.

The Treasury Analyst supports the execution and monitoring of cash activity across a highly decentralized bank account structure, working closely with the VP; Finance, Accounting & Treasury and cross-functional finance teams. This role is operational and analytical in nature and does not include capital markets, investment management, or foreign currency responsibilities.

Your Responsibilities

The Treasury Analyst supports daily treasury operations and cash management activities. Responsibilities include:

• Daily monitoring of cash balances across a large number of U.S. bank accounts
• Prepare daily and weekly cash position reports using established templates
• Support short-term cash forecasting through data gathering and basic variance analysis
• Identify and flag unusual or unexpected cash activity for review
• Assist with bank account openings, closures, and ongoing maintenance
• Maintain accurate bank account inventories, documentation, and signatory records
• Support user access administration and periodic entitlement reviews
• Prepare standard cash and banking reports for treasury and finance leadership
• Support Accounting teams with bank reconciliations and research reconciling items
• Assist in resolving bank errors, posting issues, and cash discrepancies
• Perform routine activities within online banking platforms and treasury system (after implementation)
• Support testing of system changes, banking updates, and process enhancements
• Follow established treasury controls and procedures
• Assist with audit documentation and evidence gathering
• Participate in treasury-related projects and process improvement initiatives
• Understand real estate joint venture structures and process to fund cash shortfalls
• Assist with treasury system implementation

The responsibilities listed above may not be all inclusive.

What We Require

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• 1–2 years of experience in finance, accounting, treasury, banking, or a related role
• Strong attention to detail and willingness to learn
• Basic to intermediate Excel skills
• Ability to follow processes, meet deadlines, and manage routine tasks accurately

Operational Details

Job location is based at Scion’s Chicago corporate headquarters.
Working hours consist of standard daytime business hours.

The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities.

Position Title:      Senior Manager – Financial Planning & Analysis

Reporting To:      COO

Location:              Chicago, IL

The Company:     Veterinarian Partners, a Portfolio Company of Tyree & D’Angelo Partners

Company Overview

Veterinarian Partners is a private equity-backed, Midwest-based veterinarian support and partnership organization dedicated to improving the lives of veterinarians by helping them achieve their professional and personal goals. Our leading suite of non-clinical support services is complemented by a differentiated commitment to True partnership, rooted in flexibility, transparency, and alignment of interests among all team members. Veterinarian Partners accelerates the professional growth of all Partner veterinarians and support staff members through continuing education sponsorship, hands-on mentorship, and long-term leadership development within the organization. For more information, please visit www.VeterinarianPartners.com.

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA).  We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners.  TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process.  TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.  For more information, please visit www.TDPfund.com  For more information, please visit www.TDPfund.com.

Job Responsibilities

• Own, organize, and manage key company KPI dashboards and financial reporting for weekly, monthly, quarterly, and annual reporting.

• Provide data and analysis for use in monthly operations reports for the corporate team and locations.
• Analyze financial data for use in projections and comparison to actual performance.
• Coordinate and prepare annual financial budget for operational business units in collaboration with all business unit leaders and senior management team.

• Lead the research and preparation of analysis on ad hoc strategic projects for the senior management team and private equity investment team.

Required Criteria

• 5+ years of progressive experience in FP&A, finance, investment banking, private equity or related fields
• Experience supporting M&A transactions and de‑novo growth initiatives
• Strong financial modeling and analytical skills
• Advanced Excel and financial modeling skills; experience with planning tools
• Demonstrated experience managing competing priorities and operating effectively in a fast‑paced, entrepreneurial environment
• Excellent communication skills and ownership mindset
• Local to Chicago or willing to relocate

Benefits & Compensation: Highly competitive compensation consisting of base salary and an annual performance bonus; Paid time off & paid holidays; Health/Dental/Vision; 401 (k).

Position Title:    Director of Business Development

Reporting To:    Chief Development Officer

Location:            Chicago, IL

Company:          Superior Insurance Partners

Company Overview

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA).  We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners.  TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition.  TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process.  TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.  For more information, please visit www.TDPfund.com 

Superior Insurance Partners is a growing PE-backed insurance brokerage platform that partners with, invests in, and supports leading insurance brokerages. As our partner, you maintain your independence and entrepreneurial culture while gaining customized resources to help you achieve your goals faster. Please visit https://SuperiorInsurancePartnersLLC.com for more information. 

We are seeking a Director of Business Development to join Superior Insurance Partners. The Director will be responsible for sourcing, evaluating, leading due diligence, and working with the broader team to ultimately close a large number of high-quality acquisitions and partnerships.  The Director will be a key member of the team, with day-to-day interaction with both the company’s executive management team as well as TDP.

The candidate will join a highly collaborative and motivated team in a dynamic environment with substantial opportunity to create value and contribute to the company’s growth and success. Qualified candidates should demonstrate a strong desire and passion for M&A and business development, working with small business owners, and a great goal-oriented attitude.

Job Responsibilities

• Responsible for the process of identification, evaluation, and execution of acquisition opportunities within a dedicated geographic region
• Owns the responsibility of building and maintaining a relationship with small business owners
• Negotiate and explain deal terms while maintaining a positive working relationship with the business owner
• Partner with senior leadership and TDP to set and execute strategy
• Assist other business development officers in their efforts to obtain new business and retain existing relationships
• Develop and maintain relationships with contacts, customers, and brokers to maintain and expand business
• Lead due diligence (including managing third-parties), valuation analysis, and proposal development for potential acquisition candidates
• Help build post transaction value creation plans with owners to ensure a successful investment post close
• Work with senior management and third-party vendors to efficiently close transactions
• Wear multiple hats if needed and be a team player in a fast-paced and entrepreneurial environment

Requirements

• 5-7 years of M&A experience (investment banking, private equity, corporate development or direct lending) or relevant insurance sales experience
• Prior experience communicating directly with small business owners
• Prior cold calling experience
• Prior experience at a multi-site acquisition driven organization
• Team player and self-starter
• Advanced in Microsoft Office products
• Bachelor’s degree required

Compensation

Highly competitive compensation consisting of base salary, an annual performance bonus, and equity package.

About Us:

Founded 20 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 600 people operating throughout North America, Europe and Asia. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.

Overview:

We are seeking a Data/Automation Engineer to partner closely within our Fixed Income Operations Team to design, build, and scale internal tools, dashboards, and automation workflows. This role sits at the intersection of engineering, data, and business operations, with a focus on improving efficiency, visibility, and decision-making across the firm.

Job Responsibilities:

• Build and maintain internal dashboards, portals, and GUI-based tools for trading and operations teams
• Develop automation solutions to streamline manual workflows and improve operational efficiency
• Work directly with business stakeholders to translate requirements into technical solutions
• Design and manage data pipelines and reporting systems using SQL and Python
• Contribute to full-stack development (front-end interfaces + backend systems)
• Partner with Operations to identify opportunities for process improvement and automation
• Ensure data accuracy and integrity across financial and operational reporting

Requirements:

• Degree in Computer Science, MIS, or similar
• 5+ years of experience in software engineering or related roles
• Strong proficiency in:
  • SQL (data querying, transformation, reporting)
  • Python (scripting, automation, data workflows)
  • C# (or similar backend language)
• Experience building full-stack applications, including dashboards, portals, or internal tools
• Ability to work cross-functionally with non-technical stakeholders
• Strong problem-solving skills and a bias toward automation and efficiency
• Experience in banking, financial services, or proprietary trading environments
• Familiarity with financial products, particularly:
  • Bonds
  • Futures
• Exposure to trading or operations workflows
• Basic understanding of accounting principles (e.g., P&L, reconciliations, reporting)
• Experience working with real-time or high-volume data environments

Benefits: 

• Discretionary bonus eligibility
• Medical, dental, and vision insurance
• HSA, FSA, and Dependent Care Options
• Employer Paid Group Term Life and AD&D insurance
• Voluntary LTD, Life & AD&D insurance
• Flexible Vacation policy
• Retirement plan with employer match

Annual compensation range $100K - $150K + discretionary bonus eligibility

DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV’s posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Summary

Real Chemistry has a newly created role on our growing Treasury Team and we are seeking an experienced Treasury Analyst to join as we expand our department to support company growth.  This role will provide operational support on all treasury matters for the company, including such areas as Bank Account Management and Cash Management, reporting to the Manager of Treasury – Cash Operations.  The Treasury Analyst role requires the ability to establish and maintain strong working relationships within a collaborative team and serve as a liaison to business units and external banking partners.

Responsibilities –

Responsibilities include, but are not limited to, the following:

• Cash & Liquidity Management
  • Prepare daily cash reports of worldwide cash balances on a weekly basis for distribution to appropriate parties
  • Monitor daily cash positioning of respective accounts and communicate cash liquidity or any potential liquidity needs based on current cash flow forecasting models and actual transaction activity
  • Assist in effective cash management strategies with short-term investment/redemption recommendations for cash coverage purposes as well as cash consolidation analysis to the Manager of Treasury
• Bank Account Management
  • Maintain the Master bank account database and tracking of current bank requests
  • Manage and execute all requests relating to authorized signer updates, opening and/or closing of bank accounts
  • Liaise with our banking partners to follow up and ensure proper bank account setups, products & services related to accounts are added, and servicing any other banking needs or troubleshooting for the various business units.
  • Work closely with banking institutions to mitigate fraud risk, settle discrepancies and assist with banking integrations
  • Ensure banking institutions are provided with any required documentation as requested including KYC
  • Serve as additional Security Administrator on banking platforms
• Treasury Operations
  • Assist in transition of the banking relationships and implementation of banking infrastructures, as needed, related to the integration of newly acquired companies and/or global expansion initiatives
  • Support the implementation of any Treasury related systems and/or platforms
  • Participate in post-acquisition integration projects, internally and externally, for Treasury functions
  • Complete administrative tasks in conjunction with the Manager of Treasury for existing Debt Facilities such as committed loan notices, rate reset continuation letters, as well as any associated tracking and/or calculations.
  • Adhere to and aid in the documentation of appropriate Internal controls for Treasury processes
  • Additional duties, special projects, and ad hoc analyses as necessary

Required Knowledge & Skills –

• Strong analytical and problem-solving skills
• Detailed oriented, strong attention to accuracy, and self-motivated
• Hard-working, reliable team player and fast learner
• Excellent verbal and written communication skills

Required Education & Experience -

• Bachelor’s degree in finance, accounting, business, or another related field
• MBA, CTP strongly preferred
• Minimum 3-5 years of prior work experience, preferably in a Treasury, Banking, or Finance role
• Experience with banking and e-commerce software and websites (including JPM ACCESS, CIBC, Citi, HSBC, First Merchants, State Street FundConnect, Morgan Money)
• Microsoft Windows and Office proficiency
• Advanced Microsoft Excel skills
• TMS/ERP  preferred (Trovata/NetSuite)
• Solid understanding of Accounting, Finance, and Business principles

Pay Range: $60,000-$70,000

This is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time

• This is a fully onsite role and will report into one of our 18 offices located in Chicagoland
• 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 amount of Gross Commission Income (GCI) you successfully bring to Compass. GCI is a way to quantify an agent and equates to the amount of commission an agent’s produced in the prior 12 month period. 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

The base pay range for this position is $100,000-$110,000 annually, with a potential bonus target of $30,000-$60,000 and the potential for upside based on performance; however, pay offered may vary depending on job-related knowledge, skills, and experience. Restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment. 

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

Strategic Finance Practice | Exit Planning and Transaction Support Sub-Practice  

This position is an exciting opportunity to join our Exit Planning and Transaction Support sub-practice, which is a dedicated, transaction-focused team within our broader Strategic Finance practice. This position requires candidates to have 3 to 5 years of experience in investment banking, private equity, or quality of earnings. 

Strategic Finance: Accordion’s Strategic Finance practice provides strategic advisory to CFOs to unlock end-to-end value creation, partnering with Finance teams on building capabilities to enhance performance visibility, planning activities, and data analytics to enable and accelerate value creation. By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment.

Exit Planning and Transaction Support: Our Exit Planning and Transaction Support sub-practice, sitting within our broader Strategic Finance practice, focuses on the full spectrum of M&A execution: from financial modeling, valuation, and analytical support to serving in a bolt-on corporate development capacity. From quarterbacking current deals to developing playbooks and best practices for a robust acquisition strategy, from the fund level to the portfolio level, from platforms to add-ons to carve outs, “no job is too small, no fee is too big.” In addition to analyzing the financial and operational data, we help quantify current and future value creation opportunities, enabling investors to easily understand the trapped value within the business.

This position can be based in any of our U.S. offices and is a hybrid role with the flexibility to work remotely 2 days per week, with preferred locations being NYC, Boston, Chicago, or Dallas.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues to guide clients through a variety of transaction-related projects focused on preparing companies for sale and supporting them throughout the deal process. You will:

• Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support the development of an equity story and other go-to-market materials
• Utilize both Excel and Business Intelligence tools (PowerBI, Power Query, and Power Pivot) to develop a variety of granular financial, operational, and business segment analyses
• Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financials
• Manage and / or support the development and population of an investor-ready data room
• Work with CFOs and their teams, respond to due diligence and other deal-related questions from either financial (private equity) or strategic (corporate) buyers
• Travel to client site as needed

The following representative engagement is emblematic of the type of work you’ll do as an Associate at Accordion: A PE-owned SaaS company requires sale preparation and related transaction support. Accordion has been engaged to take a leadership role alongside the CFO in the sell-side process. The deliverables include historical financial reporting, financial and operational KPIs, a 5-year financial projection model, and identification of value creation initiatives (realized and yet to be realized) to maximize the exit valuation. The Accordion team will serve as an extension of the CFO’s office to support a sale by responding to requests from investment banks, the executive team, and the sponsor during the preparation process, and to potential buyers during the sale process.

You Have:

• Required background of 3 to 5 years of experience in investment banking, private equity, or quality of earnings
• Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets
• Experience with Business Intelligence tools (PowerBI, Power Query, and Power Pivot) is highly desired
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects
• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus  
  

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $120,000 to $170,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

SUMMARY

Working as a member of the Sponsor Solutions and Elevate team, focused on direct private equity seeding and stakes transactions, the Analyst will be involved in supporting all aspects of investments, including sourcing, due diligence, transaction execution and portfolio management. Open to Chicago and NYC based candidates. 

RESPONSIBILITIES          

The individual will be involved in the following critical responsibilities:

• Evaluate and execute a broad range of investment opportunities (seeding, staking, co-investments) across all sectors of middle market private equity, with a focus on industrials, manufacturing, services and consumer sectors
• Actively participate in all aspects of financial analysis, valuation, term sheet negotiation, due diligence, and drafting of investment committee memoranda.
• Build and continue to “own” complex fund- and single asset-level financial models for investment evaluation, arranging debt financing and negotiating commercial and legal contracts for potential investments.
• Develop specific knowledge within North American middle market private equity seeding/stakes markets and be aware of market trends and business opportunities.
• Prepare investment memoranda and present recommendations along with due diligence findings to internal committees and clients.
• Participate in transaction execution, including managing closing and funding logistics.
• Maintain involvement with investment portfolio companies, including regular internal valuations, assisting in the execution of financing transactions, and monitoring investment performance.
• Prepare monthly portfolio performance and pipeline updates for investors
• Assist with the tracking and prioritization of investment opportunities, including maintaining the transaction pipeline.
• Support client relationship and fundraising efforts for the GP Solutions team and manage investor/prospect information requests.
• Assist with special projects (business development, investor relations, etc.) on an as-needed basis

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:

• Bachelor’s degree in Finance or Economics with outstanding academic credentials
• 1 - 2 years of professional experience in private equity or investment banking
• Outstanding verbal and written communications skills
• Strong financial modeling skills with knowledge of leveraged buyouts and private equity transaction structures
• Exceptional critical thinking, quantitative and analytical skills
• Superior organization, decision making and problem-solving skills
• Outstanding project management skills and the ability to work effectively in deal teams, often on several transactions or potential opportunities simultaneously, under tight deadlines
• Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams
• Desire to work in a dynamic, entrepreneurial organization
• High degree of integrity
• Dedicated work ethic and commitment to team and a goal-oriented environment

It is expected that the annual base salary range for this position will be $100,000- $110,000.  Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role.  Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package

SUMMARY

Working as a member of the Sponsor Solutions and Elevate team, focused on direct private equity seeding and stakes transactions, the Analyst will be involved in supporting all aspects of investments, including sourcing, due diligence, transaction execution and portfolio management. Open to Chicago and NYC based candidates. 

RESPONSIBILITIES          

The individual will be involved in the following critical responsibilities:

• Evaluate and execute a broad range of investment opportunities (seeding, staking, co-investments) across all sectors of middle market private equity, with a focus on industrials, manufacturing, services and consumer sectors
• Actively participate in all aspects of financial analysis, valuation, term sheet negotiation, due diligence, and drafting of investment committee memoranda.
• Build and continue to “own” complex fund- and single asset-level financial models for investment evaluation, arranging debt financing and negotiating commercial and legal contracts for potential investments.
• Develop specific knowledge within North American middle market private equity seeding/stakes markets and be aware of market trends and business opportunities.
• Prepare investment memoranda and present recommendations along with due diligence findings to internal committees and clients.
• Participate in transaction execution, including managing closing and funding logistics.
• Maintain involvement with investment portfolio companies, including regular internal valuations, assisting in the execution of financing transactions, and monitoring investment performance.
• Prepare monthly portfolio performance and pipeline updates for investors
• Assist with the tracking and prioritization of investment opportunities, including maintaining the transaction pipeline.
• Support client relationship and fundraising efforts for the GP Solutions team and manage investor/prospect information requests.
• Assist with special projects (business development, investor relations, etc.) on an as-needed basis

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:

• Bachelor’s degree in Finance or Economics with outstanding academic credentials
• 1 - 2 years of professional experience in private equity or investment banking
• Outstanding verbal and written communications skills
• Strong financial modeling skills with knowledge of leveraged buyouts and private equity transaction structures
• Exceptional critical thinking, quantitative and analytical skills
• Superior organization, decision making and problem-solving skills
• Outstanding project management skills and the ability to work effectively in deal teams, often on several transactions or potential opportunities simultaneously, under tight deadlines
• Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams
• Desire to work in a dynamic, entrepreneurial organization
• High degree of integrity
• Dedicated work ethic and commitment to team and a goal-oriented environment

It is expected that the annual base salary range for this position will be $100,000- $110,000.  Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role.  Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package

Your Mission:

This FP&A position is a critical and highly visible role within the Iterable finance team that performs integrated analysis and consolidation to support department and company-wide planning, forecasting and performance reporting processes. Reporting to the VP of FP&A, this role will partner with Research & Development (R&D) to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of links between our SaaS platform’s technical components and their financial costs to lead short and long-term forecasting of platform investments, technical development costs and partner directly with the CTO and head of product to align financial and development targets.

The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical. This position offers multiple opportunities to showcase analytical skills.

The core functions of the role include supporting the annual operating plan, fine tuning live forecast, contingent scenario planning, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable.

Responsibilities:

• Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
• Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
• Partner closely with CFO, VP of FP&A, CTO and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives
• Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with the associated financial impacts
• Support/drive development of Board of Directors presentations, executive dashboards, and KPIs. Create executive review materials that consolidate and communicate financial and operational strategy
• Perform account-level variance analysis that drives business insight and frames financial risks and opportunities; present findings to senior management
• Working to continuously develop and improve existing FP&A processes
• Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
• Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting

We are looking for people who have:

• BS in Accounting/Finance, related field, or equivalent experience
• Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
• Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
• Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
• Self-starter who is self-directed and proactive
• Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
• Strong communication, writing, and presentation skills
• Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
• Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Perks & Benefits: 

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Community Impact Days
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $112,000 - $175,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

As a Sales Finance Business Partnering Manager, you will act as the mini-CFO for the sales divisions that you will support. You will drive goal-setting, revenue insights, forecasting and performance management. You will partner with sales leaders on ideas to improve their P&L. This includes identifying underlying trends and consulting on strategic business decisions. Your role is to translate complex data into actionable insights, which means you can focus on the details and also solve big-picture challenges. 

The Sales Finance team’s mandate is to optimize value creation for pinners, advertisers and Pinterest through disciplined business leadership and seamless financial execution. We do this by developing financial forecasts, providing decision support through analysis, generating internal reports, monitoring key performance indicators and scaling financial processes. We are looking for an expert in finance and strategy who uses an analytical, collaborative, results-oriented approach to drive progress.   

What you’ll do:

• Drive goal-setting, forecasting, revenue insights and performance management for key sales divisions. 
• Partner with the Sales and Sales Strategy & Operations teams on developing insights and trend analysis of revenue drivers.
• Leverage AI and technical expertise to execute quantitative modeling and analysis.
• Provide weekly and quarterly reporting and insights for a senior Executive Team audience.

What we’re looking for:

• Bachelor’s degree in a relevant field such as economics, business, engineering or 5+ years of experience in sales finance, investment banking, consulting or a related quantitative field.
• Well experienced with providing strategic advice to senior sales leaders.
• Exceptional spreadsheet skills with experience creating financial models and dashboards.
• Basic SQL experience is preferred but not required. 
• Experience using AI (including prompting and building agents) to optimize repetitive processes and make time for strategic thought partnership with Sales and Product.
• Excellent communication and presentation skills (Google Slides).
• Ability to multi-task and deliver against timelines.
• Entrepreneurial, flexible, and collaborative.

In-Office Requirement Statement:

• We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. 
• This role will need to be in the office for in-person collaboration 1: time per week and therefore needs to be in a commutable distance from one of the following offices: Chicago, NYC, San Francisco.

Relocation Statement:

• This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.

#LI-HYBRID

#LI-PW1

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>>

WHAT IS BOX? 

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia.

By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift.

WHY BOX NEEDS YOU 

We are searching for an exceptional individual to join our team and support our Go-To-Market (GTM) strategic planning and analysis efforts. Our team of technology finance professionals - with backgrounds in finance, banking, consulting, and accounting - acts as critical partners to organizations across the business, helping to inform, drive, and support important decisions in all functions. We are deeply involved in analysis in key areas ranging from sales capacity to token use modeling, and everything in between. We need you so that we can continue to drive and support our growth - building on our market leading position.

WHAT YOU'LL DO 

The position offers a steep learning curve, providing an opportunity to drive strategic projects and inform significant decisions by the Box leadership team. You’ll be contributing to Box’s growth and profitability with a direct connection between your activities and the success of the business. Are you up for the challenge?

• Provide strategic and financial support to leaders within Box’s GTM organization

• Own end-to-end financial planning and forecasting (monthly, quarterly, annual and multi-year) for the GTM organization and collaborate closely with our corporate finance and accounting teams

• Act as subject matter expert for all things related to headcount and capacity

• Drive ad-hoc analyses and business cases to influence investment decisions and business strategy

• Build and maintain trusted relationships with business partners and cross functional teams to facilitate connections between functions and ensure alignment

• Contribute to a data-driven planning process by building models and frameworks that connect business unit drivers to company financials and forecast

WHO YOU ARE 

• You have 1-3+ years of experience with time spent in finance and operations, public accounting, investment banking, consulting (technology company experience a plus)

• Team environments energize you; you practice confidence without attitude or ego and are willing to roll up your sleeves to get the job done

• You are a poised communicator who delivers effective presentations to a wide range of audiences

• You take pride in your analytical and financial modeling skills and enjoy applying them to tackle highly complex business problems - and you can tell the story behind the data through relevant insights and conclusions

• You can navigate networks of systems and people to find the information you need

• You’re a structured thinker and have a command of “the details,” but don’t get lost in them

• You are comfortable contributing to projects end-to-end, from initiation and planning through to closure

• You can effectively prioritize multiple work streams and constituents

Box lives its values, with community and in-person collaboration being a core part of our culture. Boxers are expected to work from their assigned office a minimum of 3 days per week.Your Recruiter will share more about how we work and company culture during the hiring process.

At Box, we believe unique and diverse experiences benefit our culture, our products, our customers, our company, and our world. We aim to recruit a passionate, high-performing workforce that reflects the world we live in. If you are head-over-heels about this role but unsure if you meet all the requirements, we encourage you to apply!

EQUAL OPPORTUNITY

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, and any other protected ground of discrimination under applicable human rights legislation. Box strives to respect the dignity and ‎‎independence of people with disabilities and is committed to giving them the same ‎‎opportunity to succeed as all other employees. Inclusiveness is core to our culture at Box, and we strive to ensure you get the most from your interview experience.

Box makes reasonable accommodations for applicants with disabilities. If a reasonable accommodation is needed to participate in the job application or interview process, please complete this form. Reasonable accommodations may include scheduling adjustments, document dictation and beyond.

Notice to applicants in Los Angeles:  Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chair Ordinance.  The Fair Chance Ordinance is provided here. 

Notice to applicants in San Francisco:  Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chair Ordinance.  The Fair Chance Ordinance is provided here. 

For details on how we protect your information when you apply, please see our Personnel Privacy Notice. If you are a California-resident, please read our California Applicant & Candidate Privacy Notice here.

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a Private Equity-backed environment.

This role can be based in our Boston, Chicago, Dallas or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. 

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Senior Director on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as a Senior Director at Accordion.

• A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
  • Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
  • Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
  • Train the existing FP&A team to run and own process flows and forecast analysis tools
• A higher education enterprise that scaled-up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: 
  • Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
  • Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
  • Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
  • Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
• Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to:  
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have: 

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 15 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $234,000 to $280,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview 

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment.

This role can be based in our Boston, Chicago, Dallas or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion.

• A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
  • Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
  • Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
  • Train the existing FP&A team to run and own process flows and forecast analysis tools
• A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
  • Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
  • Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
  • Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
  • Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
• Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to:
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have:

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview 

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment.

This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. 

The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion.

• A SaaS company undergoing an ownership transition needs additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability across CRM, billing, and ERP systems, and design a structured process to aggregate relevant data sets that will serve as the foundation for ongoing SaaS reporting
  • Work with the CFO, PE sponsor, and operating team to understand SaaS business drivers, verify KPI definitions (ARR, churn, retention), and establish a single source of truth via monthly reporting packages
  • Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs to support monthly Board and management reporting packages
  • Train the existing FP&A team to run and own reporting, ARR analysis, and forecast tools
• A software company that scaled through acquisitions requires a planning process, improved forecasting tools, and more insightful analytics to guide decision making. You are brought in to:
  • Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
  • Lead a comprehensive budgeting in partnership with Finance, FP&A, sales, operations, and senior leadership teams
  • Build a cash flow forecasts, coordinating with relevant teams to reflect cash from new bookings, renewal, and other drivers of liquidity
  • Leverage PowerPivot to structure and analyze data within Excel, delivering user-friendly reporting for the CFO and FP&A team, while identifying opportunities to transition manual processes into scalable systems and tools (e.g., BI, CPM)

You Have:

• Bachelor’s degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects 

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
  Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $153,000 to $210,000 USD  + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a Private Equity-backed environment.

This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Director on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios.

The following representative engagements are emblematic of the type of work you will do as a Director at Accordion.

• A SaaS company undergoing an ownership transition needs additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability across CRM, billing, and ERP systems, and design a structured process to aggregate relevant data sets that will serve as the foundation for ongoing SaaS reporting
  • Work with the CFO, PE sponsor, and operating team to understand SaaS business drivers, verify KPI definitions (ARR, churn, retention), and establish a single source of truth via monthly reporting packages
  • Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs to support monthly Board and management reporting packages
  • Train the existing FP&A team to run and own reporting, ARR analysis, and forecast tools
• A software company that scaled through acquisitions requires a planning process, improved forecasting tools, and more insightful analytics to guide decision making. You are brought in to:
  • Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
  • Lead a comprehensive budgeting in partnership with Finance, FP&A, sales, operations, and senior leadership teams
  • Build a cash flow forecasts, coordinating with relevant teams to reflect cash from new bookings, renewal, and other drivers of liquidity
  • Leverage PowerPivot to structure and analyze data within Excel, delivering user-friendly reporting for the CFO and FP&A team, while identifying opportunities to transition manual processes into scalable systems and tools (e.g., BI, CPM)

You will: 

• Provide project leadership and execute on client engagements, including directing and overseeing teams of consultants, managing work streams to agreed timelines, performing quality control of client deliverables, and leading the presentation of deliverables
• Lead the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
• Design and deliver management reporting for Software and SaaS businesses, providing clear visibility into ARR, bookings, and headcount, and comparing current and YTD performance against prior year results, forecasts, and budget targets
• Build and refining models, metrics, tools, and methodologies, including ARR roll-forward and “snowball” analyses that explain movements
• Actively participate in business development efforts focused on SaaS and software companies, positioning the firm’s full range of capabilities and leveraging existing relationships to originate and expand opportunities with CFOs, finance leaders, and PE sponsors
• Partner with Accordion leadership team to develop industry specific marketing and thought leadership materials for Software & SaaS, collaborating with internal teams to articulate Accordion’s solutions, differentiated value proposition, and relevant use cases for CFOs
• Act as relationship manager, responsible for addressing client and financial sponsor needs and associated communications throughout the course of engagements
• Drive Accordion know-how and best practices in the execution of all client engagements
• Work with the business development team to cultivate client relationships and drive marketing efforts for potential new engagements
• Assess project needs and lead the development of proposals and work plans for potential client engagements
• Help lead Practice development initiatives, including development of execution toolkits and resources for key service areas, as well as the build-out and ongoing maintenance of Accordion’s consulting knowledge hub
• Mentor junior consultants and actively participate in career development
• Travel to client site as needed
  

You Have: 

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 10 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working within Software or SaaS companies
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Prior experience preparing reports, and presentations; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary

The annual salary for this role ranges from: $178,500 to $250,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a Private Equity-backed environment.

This role can be based in our Boston, Chicago, Dallas or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Director on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as a Director at Accordion.

• A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
  • Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
  • Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
  • Train the existing FP&A team to run and own process flows and forecast analysis tools
• A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
  • Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
  • Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
  • Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
  • Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
• Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to:
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have: 

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 10 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $189,000 to $250,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Strategic Finance

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment.

This role can be based in our Boston, Chicago, Dallas, or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as an Associate at Accordion.

• A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
  • Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
  • Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
  • Train the existing FP&A team to run and own process flows and forecast analysis tools
• A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
  • Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
  • Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
  • Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
  • Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
• Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to:
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have:

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $112,500 to $160,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our Power Plants division.

This position may be filled out of our Boston, MA or Lowell, MA offices. We value in-person collaboration and offer a hybrid work environment. Hybrid employees work in the office at least two out of every Tuesday, Wednesday, and Thursday and are free to work from the office or home on other days.

Position responsibilities will include, but are not limited to: 

• Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR, NPV), cash flows, and sensitivities
• Responsible for providing arm’s length pricing to NLE’s development company (DevCo) for projects in consideration for sale to NLE’s Power Plants Division (IPP)
• Support Manager of Structured Finance and third party diligence providers in performing diligence on projects offered to IPP by DevCo with respect to real estate, project permitting, and interconnection, and other development items
• Maintain checklists, schedules and other project management tools required to keep the diligence process organized and allow transactions with New Leaf’s DevCo to close quickly and IPP to draw down on funds to move forward in the project construction process
• Assist Manager of Structured Finance in drafting of project-specific MIPAs between NLE DevCo and IPP using existing template, identifying potential DevCo post closing obligations (PCOs) and inclusion of additional terms that align with IPP’s financing arrangements
• Monitor and ensure compliance with the condition precedents (CPs) agreed to by IPP in existing financing agreement(s) in support of drawing down on committed funds in a timely manner 
• Manage the day to day operations needed to support the capital structure, including compliance, reporting, and execution of supplemental funding agreements. Execute on the standard work needed for this to run smoothly and efficiently.
• Support all new capital transactions, including serving as deal support on additional rounds of PPD financing. Perform project management of internal and external resources to ensure efficient execution and a smooth deal close
• Manage data rooms and respond to investor inquiries during capital-raising processes.
• Proactively identify and work on new process improvements in coordination with other stakeholders. 
• Any other duties, as assigned by Manager of Structured Finance.

Desired Qualifications 

While no individual will possess them all, the successful candidate will bring many of the following experiences, skills, and attributes. If you’re unsure whether you meet enough of the qualifications below but believe that your experience and skill set is a good match for this position, we invite you to apply!

• 3-4 years in renewable energy project finance, investment banking, or corporate development, specifically with exposure to solar assets.
• Bachelor’s degree in Finance, Economics, Business, or a related quantitative field
• Advanced Excel modeling skills (VBA is often a plus) and a deep understanding of Project Finance mechanics.
• General understanding of tax equity concepts and different project finance deal structures;
• General understanding of project development lifecycle for renewable energy projects
• Strong attention to detail and project management skills required;
• Strong written and verbal communication skills.

Compensation

New Leaf Energy compensates all employees in three ways: market-competitive base salary, plus above-market variable compensation, plus an equity-like program such that all employees experience the benefits of ownership.  We use a data-driven and transparent methodology to calibrate compensation that is externally competitive and internally equitable, guided by the New Leaf Energy compensation manual, which is available to all employees.

Under our compensation framework, the likely base salary range for this position in Boston is $104,430 - $121,120. The on-target annual cash bonus associated with this position is an additional 10% percent of base salary. Your actual salary may be above, in, or below this range, depending on your location and experience. Our office locations in Lowell, Boston, Oakland, and Chicago all carry geography-based upward adjustments to the base pay range.

We value transparency and can share more during the interview process. 

New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our Power Plants division.

This position may be filled out of our Boston, MA or Lowell, MA offices. We value in-person collaboration and offer a hybrid work environment. Hybrid employees work in the office at least two out of every Tuesday, Wednesday, and Thursday and are free to work from the office or home on other days.

Position responsibilities will include, but are not limited to: 

• Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR, NPV), cash flows, and sensitivities
• Responsible for providing arm’s length pricing to NLE’s development company (DevCo) for projects in consideration for sale to NLE’s Power Plants Division (IPP)
• Support Manager of Structured Finance and third party diligence providers in performing diligence on projects offered to IPP by DevCo with respect to real estate, project permitting, and interconnection, and other development items
• Maintain checklists, schedules and other project management tools required to keep the diligence process organized and allow transactions with New Leaf’s DevCo to close quickly and IPP to draw down on funds to move forward in the project construction process
• Assist Manager of Structured Finance in drafting of project-specific MIPAs between NLE DevCo and IPP using existing template, identifying potential DevCo post closing obligations (PCOs) and inclusion of additional terms that align with IPP’s financing arrangements
• Monitor and ensure compliance with the condition precedents (CPs) agreed to by IPP in existing financing agreement(s) in support of drawing down on committed funds in a timely manner 
• Manage the day to day operations needed to support the capital structure, including compliance, reporting, and execution of supplemental funding agreements. Execute on the standard work needed for this to run smoothly and efficiently.
• Support all new capital transactions, including serving as deal support on additional rounds of PPD financing. Perform project management of internal and external resources to ensure efficient execution and a smooth deal close
• Manage data rooms and respond to investor inquiries during capital-raising processes.
• Proactively identify and work on new process improvements in coordination with other stakeholders. 
• Any other duties, as assigned by Manager of Structured Finance.

Desired Qualifications 

While no individual will possess them all, the successful candidate will bring many of the following experiences, skills, and attributes. If you’re unsure whether you meet enough of the qualifications below but believe that your experience and skill set is a good match for this position, we invite you to apply!

• 3-4 years in renewable energy project finance, investment banking, or corporate development, specifically with exposure to solar assets.
• Bachelor’s degree in Finance, Economics, Business, or a related quantitative field
• Advanced Excel modeling skills (VBA is often a plus) and a deep understanding of Project Finance mechanics.
• General understanding of tax equity concepts and different project finance deal structures;
• General understanding of project development lifecycle for renewable energy projects
• Strong attention to detail and project management skills required;
• Strong written and verbal communication skills.

Compensation

New Leaf Energy compensates all employees in three ways: market-competitive base salary, plus above-market variable compensation, plus an equity-like program such that all employees experience the benefits of ownership.  We use a data-driven and transparent methodology to calibrate compensation that is externally competitive and internally equitable, guided by the New Leaf Energy compensation manual, which is available to all employees.

Under our compensation framework, the likely base salary range for this position in Lowell is $104,430 - $121,120. The on-target annual cash bonus associated with this position is an additional 10% percent of base salary. Your actual salary may be above, in, or below this range, depending on your location and experience. Our office locations in Lowell, Boston, Oakland, and Chicago all carry geography-based upward adjustments to the base pay range.

We value transparency and can share more during the interview process. 

Position Title:          Acquisitions (M&A) Analyst

Reporting To:           Chief Strategy Officer

Location:                   Chicago, IL

Company:                  Thrive Physical Therapy Partners

Company Overview

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA).  We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners.  TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process.  TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.  For more information, please visit www.TDPfund.com

Thrive Physical Therapy Partners (“Thrive”) is a fast-growing network of Physical Therapy clinics with a national presence. We focus on partnerships with leading Physical Therapists and clinical teams who deliver exceptional patient care. Our mission is to improve the lives of physical therapists, patients, and staff by providing proven non-clinical business support services in a collaborative and patient-focused environment. Please visit www.ThrivePTPartners.com for more information.

We are seeking an M&A Analyst, who will work to evaluate partnership opportunities, provide analytical rigor, and deal execution support to drive the closing of a high volume of acquisitions. The candidate will join a collaborative and motivated team in a high growth environment with meaningful opportunity to make an impact on Thrive’s mergers and acquisition function on day one. Qualified candidates should demonstrate a strong desire to learn and passion for M&A, business development and working with small business owners. This individual must also exemplify a great goal-oriented attitude with the ability to collaborate in a small group environment

Job Responsibilities:

• Evaluating and analyzing potential acquisition opportunities
• Preparing investment review packages for the management team and board
• Performing due diligence (including managing third-parties), valuation analysis, and proposal development for potential acquisition candidates
• Drafting letters of intent, purchase agreements and ancillary documents in conjunction with senior management and members of the board of directors to efficiently close transactions
• Wearing multiple hats if needed and being a team player in a fast-paced and entrepreneurial environment

Qualifications:

• 1-3 years of prior analyst-level experience in accounting, FP&A, investment banking, private equity, corporate development, or direct lending)
• OR 1-3 years of prior analyst-level experience ideally with a top-tier consulting firm, specifically supporting PE in due diligence, M&A, or transaction advisory
• Strong analytical skills with proficiency in data analysis tools and techniques
• Established acumen on leveraging AI tools
• Proficiency in using Microsoft Excel, PowerPoint, and other relevant software for analysis and reporting
• Excellent communication and presentation skills to convey complex information clearly and effectively
• Ability to work independently, prioritize tasks, and manage multiple projects simultaneously
• Prior experience at a multi-site acquisition driven organization is a plus, but not required
• Bachelor’s degree required, advanced degrees a plus
• Demonstrates a strong desire for continuous learning and professional growth given the exposure to the entire deal process; from sourcing, through integration, to execution
• Local to Chicago and willing to work onsite at the office 4 days a week

Compensation

Highly competitive compensation consisting of base salary, as well as an annual performance bonus

Position Title:      Financial Planning and Analysis (FP&A) Analyst

Reporting To:       Chief Financial Officer

Location:              Chicago, IL

The Company:     Thrive Physical Therapy Partners

Company Overview

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA).  We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners.  TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process.  TDP companies have completed over 900 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.  For more information, please visit www.TDPfund.com 

Thrive Physical Therapy Partners (“Thrive”) is a fast-growing network of Physical Therapy clinics throughout the greater Midwest. We focus on partnerships with leading Physical Therapists and clinical teams who deliver exceptional patient care. Our mission is to improve the lives of physical therapists, patients, and staff by providing proven non-clinical business support services in a collaborative and patient-focused environment. Please visit www.ThrivePTPartners.com for more information.

We are seeking a Financial Planning and Analysis (FP&A) Analyst who will support the Finance, Accounting & Operations teams in preparing and analyzing key financial reporting and will be instrumental in development in areas such as budgeting and forecasting.  The candidate will join a highly collaborative and motivated team in a high growth, entrepreneurial environment.  Qualified candidates should demonstrate a strong desire and passion for financial / valuation analysis, a great goal-oriented attitude, a desire to help others, and either acquisition/transaction experience (acquisitions, financings, brokering the sale of businesses, investment banking, accounting advisory, consulting, public accounting) or industry experience in physical therapy, dental, dermatology, veterinary, investment banking, or private equity.

Job Responsibilities:

• Prepare internal and external reporting packages (Monthly, Quarterly, Annual) to assist in communications of results and analysis to practice management, senior management team and other investment team members
• Develop, produce, and track key metrics utilizing data warehouse and other resources to enhance automated reporting and KPI dashboards that can be used to help forecast financial trends and outcomes
• Assist in Coordinating and preparing annual financial plan for operational business units and other company operations in collaboration with senior management, investment team and practice team members.
• Analyze financial data for use in forecasting and comparison to actual performance.

• Assist in the research and create presentation related materials of operational activity

• Collaborate with other teams including senior management and investment team to perform in-depth analysis including analyzing historical, on-going, and prospective trends in patient visits and production.

• Ad hoc projects and support of other Accounting, Finance and Corporate office initiatives as needed

Requirements:

• 3-5+ years of finance/acquisition/transaction experience (acquisitions, financings, brokering the sale of businesses, investment banking, accounting advisory, consulting, public accounting) OR industry financial analysis experience in physical therapy, dental, dermatology, veterinary, investment banking, or private equity
• Previous experience as a Financial Analyst or FP&A Analyst (or Associate)
• Undergraduate degree in finance or accounting
• CPA or CFA preferred
• Strong undergraduate academic performance
• Strong written and oral communication skills
• Very strong skills in Microsoft Excel, PowerPoint and data query tools including Power BI
• Ability to work with large amounts of data and process the information into analytical level reporting to analyze the business
• Excellent time management and organizational skills
• Ability to work in a fast-paced and entrepreneurial environment
• Ability to meet deadlines in a timely manner
• Represent the company with a high level of professionalism
• Solid integrity, responsibility, and accountability

Compensation:

Highly competitive compensation consisting of base salary and performance bonus

RC Resolve is a strategic communications advisory firm working at the intersection of finance, corporate reputation, public affairs, and brand for healthcare companies, backed by the capabilities and expertise of Real Chemistry.  

We partner with boards and management teams during normal course and transformative periods to design communications strategies that help companies advance business goals, build trust, and seize timely market opportunities. We counsel executives and boards through highstakes moments including M&A, IPOs, restructurings, shareholder activism, crises, and major corporate transformations. 

We are seeking a senior leader to build and lead our Financial and Transaction Communications offering, working with clients across sectors and geographies. 

This is a hybrid role, based in any of our US offices—including New York City, Boston, Chicago, Carmel, or San Francisco—or remotely within the US, depending on team and business needs.

Role Overview 

The Head of Financial and Transaction Communications will be a senior leader responsible for: 

• Building and leading our financial communications practice 

• Serving as a primary advisor to CEOs, CFOs, General Counsel, Heads of IR, and Boards working in concert with their key advisors 

• Driving new business and deepening relationships with existing clients to support issues and opportunities  

• Leading teams through complex, high-stakes, timesensitive, and confidential situations 

This role suits an experienced financial communications professional from a top-tier advisory firm, inhouse IR/corporate comms team, or similar environment, who thrives in fastpaced, transaction driven work and business- and relationship-building opportunities. 

Key Responsibilities 

Client Advisory & Strategy 

• Serve as trusted counselor to senior executives on all aspects of financial and capital markets communications. 

• Develop and oversee integrated communications strategies around:

• IR Advisory
• M&A
• IPOs and SPACs
• Activist Defense & Preparedness
• Restructuring
• Bankruptcy
• Executive Transitions
• Divestitures & Spins
• Investor and R&D Days
• Financial Media Relations & Storytelling

• Craft clear, compelling narratives that translate complex financial and strategic issues for investors, media, employees, regulators, and other stakeholders. 

• Provide real-time strategic counsel in high pressure, confidential situations, often in partnership with legal and banking advisors. 

Transaction/Event-driven Communications 

• Lead communications workstreams for event-driven situations (to include but not limited to: M&A, IPOs/Spins/SPACs, activism, bankruptcies/restructurings, crisis (cyber, litigation and beyond), Board/management transitions.), including: 

• Prospecting, relationship building with key advisors (bankers, lawyers, etc.) focused on HC sector. 

• Leading transaction / event-driven work. 

• Development of comms strategy, materials, media and social considerations. Support of the lead up to announcement, announcement day as well as integration support. 

• Deal playbook and scenario planning to protect and preserve reputation and valuation throughout the deal process 

• Development of strategy, scenario planning, communications playbook, etc. for lead up to, day of and post-announcement situation  

• Drafting key materials (press releases, Q&As, investor decks, fact sheets, talking points, etc.) 

• Coordinating with key advisors (lawyers, bankers, etc.) and ensure alignment with regulatory and disclosure requirements 

IR Advisory & Related Services 

• Develop and refine clients’ equity story/investor narrative 

• Oversee creation and quality of investor facing collateral, including: 

• Investor presentations 

• Investor day/R&D day materials  

• Infographics 

• IR website alignment with collateral 

• Earnings Advisory: Advise and support the development of earnings materials: to include press release, deck, scripts, Q&A prep  

• Advise on engagement with sellside and buyside analysts in coordination with IR and legal teams. 

• Annual reports as well as sustainability reports (in partnership with design/ESG teams as needed). 

• Advise on integration of financial communications with broader corporate reputation, ESG, and public affairs strategies. 

Financial Media & Stakeholder Engagement 

• Lead financial and business media strategy, cultivating relationships with key journalists and outlets. 

• Prepare executives for highstakes media interviews, investor meetings, earnings calls, and roadshows. 

Practice & People Leadership 

• Build and lead a high-performing financial communications team within the agency, including integration of legacy IR team, recruitment, training, and mentorship. 

• Set practice standards, playbooks, and bestinclass approaches for transaction and capital markets mandates. 

• Foster collaboration across practices (corporate, crisis, public affairs, digital, ESG, brand) to deliver integrated solutions. 

• Contribute to firm leadership, culture, and DEI objectives. 

Business Development 

• Drive growth of the financial communications practice through: 

• Identifying and pursuing new business opportunities 

• Leading and contributing to pitch development and presentations across significant client base 

• Build rapport and become a trusted, go-to referral partner for network among corporates, private equity, banks, law firms, and other advisors. 

• Help shape the agency’s market profile via thought leadership (reports, opeds, conferences, webinars) on capital markets, M&A, activism, and related themes. 

Qualifications 

• 15+ years of experience in financial communications, investor relations, investment banking, equity research, or related fields, with a strong advisory component. 

• Proven track record working on complex, highstakes situations such as: 

• M&A (including crossborder, contested, and private equitybacked deals) 
• IPOs and significant capital markets transactions 
• Shareholder activism and governance/ESG-related campaigns 
• Restructurings, turnarounds, and crisis situations with market impact. 
• Experience in a leading strategic communications/PR firm (e.g., financial/transaction communications practice) or top-tier in-house corporate role strongly preferred.  

• Experience working with healthcare clients a plus      

Skills & Capabilities 

• Deep understanding of capital markets and the needs of institutional investors and analysts. 

• Exceptional writing skills: capable of producing clear, concise, and persuasive materials under tight deadlines. 

• Strong judgment and discretion, with demonstrated ability to advise senior executives and boards in sensitive situations. 

• Comfortable operating in fast-paced, ambiguous, and time pressured environments; calm and solutions-oriented under stress. 

• Strong project and team management skills; able to run multiple complex engagements simultaneously. 

• Collaborative and low ego; able to integrate with cross-functional teams including legal, banking, IR, public affairs, digital, and creative. 

Education & Other 

• Bachelor’s degree required; advanced degree (MBA, JD, or related) a plus but not required. 

• Understanding of US regulatory and disclosure frameworks; global regulatory expertise not required but helpful 

• Willingness to work extended hours during live situations and to travel as required. 

  Pay Range: $300,000 - $360,000

  This is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time

About the Role
Beyond Finance is seeking a driven Strategy & Operations Manager to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business.

We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results.

What You’ll Do
As a Strategy & Operations Manager, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

• Leading end-to-end initiatives focused on new growth opportunities, process improvements, and enhancing the customer experience—from initial assessment through to execution and measurable impact
• Conducting rigorous financial and strategic analyses to identify, prioritize, and evaluate key business opportunities
• Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock new capabilities
• Collaborating across departments and business units to develop and implement impactful solutions
• Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
• Proactively identifying areas for improvement and driving initiatives that move the needle

What We’re Looking For

• Bachelor’s degree required; MBA a plus but not required
• 4+ years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
• Proven ability to execute strategic and operational initiatives with measurable results
• Strong grasp of financial and business fundamentals
• Analytical and detail-oriented mindset with a knack for problem-solving
• Advanced Excel skills and experience building financial models
• A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
• Excellent communication and interpersonal skills
• Willingness to travel occasionally

#LI-AW1

About the Role

Beyond Finance is seeking a driven Strategy & Operations Analyst to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business.
We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results.

What You’ll Do

As an Strategy & Operations Analyst, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

•    Assisting in initiatives related to growth opportunities, process improvements, and customer experience enhancements by conducting research, preparing materials, and helping with execution tasks under the direction of  more senior team members
•    Supporting financial and strategic analyses by gathering data, creating models, and drafting insights to help prioritize and evaluate key business opportunities
•    Helping maintain and update project roadmaps by coordinating task tracking, status updates, and documentation of operational improvement efforts
•    Collaborating across departments and business units to develop and implement impactful solutions
•    Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
•    Monitoring business operations and surfacing potential areas for improvement

What We’re Looking For

•    Bachelor’s degree required from accredited university
•    1-2 years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
•    Strong grasp of financial and business fundamentals
•    Analytical and detail-oriented mindset with a knack for problem-solving
•    Advanced Excel skills and experience building financial models
•    A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
•    Excellent communication and interpersonal skills

#LI-AW1

About the Role
Beyond Finance is seeking a driven Strategy & Operations Associate to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business.

We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results.

What You’ll Do
As an Strategy & Operations Associate, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

• Leading end-to-end initiatives focused on new growth opportunities, process improvements, and enhancing the customer experience—from initial assessment through to execution and measurable impact
• Conducting rigorous financial and strategic analyses to identify, prioritize, and evaluate key business opportunities
• Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock new capabilities
• Collaborating across departments and business units to develop and implement impactful solutions
• Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
• Proactively identifying areas for improvement and driving initiatives that move the needle

What We’re Looking For

• Bachelor’s degree required; MBA a plus but not required
• 2+ years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
• Proven ability to execute strategic and operational initiatives with measurable results
• Strong grasp of financial and business fundamentals
• Analytical and detail-oriented mindset with a knack for problem-solving
• Advanced Excel skills and experience building financial models
• A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
• Excellent communication and interpersonal skills
• Willingness to travel occasionally

#LI-AW1

Overview

As a senior member of the PE Operations Team, the Vice President, Treasury Operations will play a key role in overseeing and executing critical treasury and fund transaction activities. This individual will serve as a subject matter expert in wire processing, cash movements, and treasury operations, with responsibility for reviewing and approving transactions, enhancing controls, and driving process efficiencies across the platform.

This role is differentiated by a higher level of ownership, risk oversight, and project leadership, including mentoring junior team members and contributing to strategic operational initiatives.

Responsibilities

Responsibilities include, but are not limited to:

• Review and approve cash wire and FX transactions (domestic and international), ensuring accuracy, completeness, and adherence to internal controls and security protocols
• Act as a subject matter expert in treasury operations, including wire setup, payment workflows, and banking relationships
• Oversee and enhance wire-related controls and procedures, proactively identifying and mitigating operational risks
• Partner with internal teams (Investment Accounting, Client Operations, Technology) to resolve complex cash and transaction issues
• Lead and contribute to cross-functional projects focused on process improvement, scalability, and operational efficiency
• Identify opportunities for automation and emerging technology (including AI-driven solutions) to streamline workflows and reduce manual effort
• Interface with custodian banks, administrators, and external partners to resolve escalated issues and improve processes
• Oversee cash activity and support the resolution of complex reconciliation breaks
• Ensure adherence to all internal controls, audit requirements, and compliance standards
• Develop a deep understanding of Adams Street’s investment strategies and operational infrastructure to support ongoing enhancements
• Review and approve entries for both investment and investor transactions

Qualifications

Education and Work Experience:

• Undergraduate degree required
• 7+ years of relevant experience in treasury operations, cash management, or financial operations within financial services
• Experience with the Private Equity and/or Private Credit asset class
• Demonstrated experience with wire processing, approvals, and banking platforms, including both domestic and international payments
• Experience operating in a control-focused environment with strong risk awareness

Communication:

• Strong communication skills with the ability to engage effectively across teams and seniority levels
• Ability to clearly articulate issues, risks, and recommendations

Work Style:

• High degree of ownership and accountability, with the ability to operate independently and make informed decisions
• Proven ability to lead initiatives and drive process improvements
• Strong analytical and problem-solving skills, particularly in complex or ambiguous situations
• Detail-oriented with a focus on accuracy, controls, and continuous improvement
• Collaborative team player
• Thrive in a fast-paced, dynamic environment and can prioritize workflow throughout the day managing changing deadlines

Technical Skills:

• Advanced Excel skills required; experience with automation tools, data analysis, or AI-related technologies is a strong plus
• Deep familiarity with treasury management systems, banking portals, and wire workflows

We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.

About the Team:

Channel & Customer Research (CCR) delivers scalable primary research that provides real-time insight into company performance and industry conditions. Through structured interviews with distributors, resellers, suppliers, consultants, and other channel partners, CCR captures the perspectives of professionals directly involved in how products and services move through the market. Leveraging AlphaSense’s AI Interviewer technology, CCR is able to conduct and scale structured expert interviews continuously, expanding coverage while maintaining consistency and analytical rigor. Covering hundreds of companies across major sectors, CCR provides investors and corporate users with channel research that offers a continuous view of demand trends, competitive dynamics, and market conditions as they develop.

About the Role: 

As the Sector Lead for Financial Services on the Channel & Customer Research (CCR) team, you will play a pivotal role in building and maintaining AlphaSense’s channel research coverage across financial services companies, including insurance, banking, and fintech. Reporting to the Head of Channel & Customer Research, you will oversee the development and execution of CCR projects, ensuring questionnaires, expert sourcebases, and research outputs meet the firm’s standards for quality, consistency, and end-user value.

You will combine sector expertise with research leadership to guide a team of analysts responsible for conducting structured channel checks across a diverse set of financial services companies and value chains. Leveraging AlphaSense’s AI interviewer technology, you will help design and scale primary research workflows that generate consistent, trackable insights from industry participants, including brokers, agents, lenders, payment processors, technology vendors, and other ecosystem participants. Your responsibilities will include project setup, questionnaire development, expert sourcebase guidance, and research quality oversight. Acting as the connective layer between research strategy and day-to-day execution, you will help expand coverage while maintaining a strong understanding of industry dynamics, regulatory considerations, and key market debates.

You will also serve as a key stakeholder in refining research frameworks, improving workflows, and partnering with cross-functional teams to strengthen CCR’s Financial Services coverage and ensure consistent delivery of high-quality research.

What You’ll Do: 

• Develop and maintain the CCR coverage roadmap for Financial Services equities, translating sector priorities into a structured pipeline of channel check projects aligned with investor demand, client engagement trends, and key debates across banking, insurance, and fintech.
• Lead the development of high-quality channel check frameworks, including expert sourcebase strategy and structured questionnaires that generate consistent, trackable insights across quarters and across companies under coverage.
• Serve as the primary domain expert for Financial Services, maintaining a strong understanding of business models, distribution channels, and key investment debates across areas such as lending, deposits, payments, insurance underwriting, and financial technology to guide project design and ensure research relevance.
• Collaborate closely with Operations Managers and analysts responsible for project execution, providing guidance on expert targeting, feasibility, and project structure to ensure channel checks generate actionable, differentiated insights from industry participants.
• Continuously identify new companies, sub-sectors, and channel check opportunities within the Financial Services ecosystem, expanding CCR coverage by mapping value chains (e.g., brokers, agents, lenders, ISVs, payments ecosystems) and identifying expert networks capable of supporting ongoing research.

Who You Are:

• You have 5–8 years of experience in equity research, market intelligence, consulting, or a related analytical role, with exposure to Financial Services, including banking, insurance, fintech, or adjacent sectors.
• You bring strong domain knowledge of Financial Services, including familiarity with key companies, business models, distribution channels, and the core investment debates across areas such as lending, deposits, payments, underwriting, and financial technology.
• You have experience designing primary research frameworks and questionnaires that translate industry knowledge into structured, repeatable insights, ideally within a channel check or expert interview context.
• You are highly analytical and intellectually curious, capable of quickly developing expertise across new companies and subsectors while identifying where channel checks can generate differentiated, investable insights.
• You are comfortable working cross-functionally with research leadership, operations teams, and analysts to ensure projects are well-structured, feasible, and executed to a consistently high standard.

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
• Must be located in Chicago, IL

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

• • This is a fully onsite role and will report into one of our 18 offices located in Chicagoland
  • 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 amount of Gross Commission Income (GCI) you successfully bring to Compass. GCI is a way to quantify an agent and equates to the amount of commission an agent’s produced in the prior 12 month period. 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

  The base pay range for this position is $100,000-$110,000 annually, with a potential bonus target of $30,000-$60,000 and the potential for upside based on performance; however, pay offered may vary depending on job-related knowledge, skills, and experience. Restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

• This is a fully onsite role and will report into one of our 18 offices located in Chicagoland
• 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 amount of Gross Commission Income (GCI) you successfully bring to Compass. GCI is a way to quantify an agent and equates to the amount of commission an agent’s produced in the prior 12 month period. 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

The base pay range for this position is $100,000-$110,000 annually, with a potential bonus target of $30,000-$60,000 and the potential for upside based on performance; however, pay offered may vary depending on job-related knowledge, skills, and experience. Restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

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 Secondary Investment Team

Adams Street’s secondary investment team consists of 16 professionals globally.  To date, Adams Street has closed on over 300 secondary transactions, ranging from traditional acquisitions of limited partnership interests from other private equity fund investors (LP-led transactions) to more complex, structured acquisitions of portfolios of direct company interests and creative liquidity solutions to fund managers (GP-led transactions). 

It manages over $8 billion, currently investing its eighth dedicated secondary fund as well as capital from multiple other Adams Street funds of funds and separately managed accounts. The team’s leveraging of the firm’s unique knowledge base and relationships across private markets and its disciplined and balanced approach to investing have generated exceptional long-term returns that have outperformed private equity industry benchmarks on a consistent basis.

Responsibilities:

The Secondary Investment Associate is responsible for analyzing, modeling, and monitoring investment opportunities. The position offers a deal-oriented, high-responsibility role exposed to the full array of private markets subclasses, including buyout, venture capital, and credit funds across all industries and in both developed and emerging markets. Secondary Associates are deeply involved in the development of cash flow models, investment theses, and various risk analyses. This role will be based in our Chicago office.

Specifically, the individual will be involved with and responsible for:

• Performing quantitative analysis, including LBO, fund, and transaction modeling
• Conducting market and company research
• Participating in due diligence calls with GPs, management, and sellers
• Assisting in all aspects of the transaction, including deal selection, pricing analysis, and execution
• Assisting in all transaction documentation and presentations to investment committee
• Developing and maintaining proprietary deal and market intelligence
• Performing deal monitoring analysis
• Supporting in strategic team and firm initiatives

Candidate Requirements:

We seek an individual who is self-disciplined, demonstrates creative thinking and has the following characteristics:

• Graduated from a top-tier undergraduate university
• 2-3 years of work experience in private equity or investment banking, with preference for M&A and LBO transaction experience
• Strong analytical, modeling, organizational, and writing skills
• A professional presence combined with relationship and communication skills to interact effectively with internal and external parties
• A highly motivated, self-starter with the ability to work independently within a team context

We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.

The listed salary range does not include bonus or incentive compensation. 

Position: Senior Sales Trader

Company Description

B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research.

Position Overview

We are seeking a full-time Senior Sales Trader to join our Cash Equity desk. The Senior Sales Trader will work closely with the institutional sales force to coordinate research ideas with buyside desks. Responsibilities include developing and maintaining relationships with assigned institutional clients through trading and execution services, processing trade tickets, educating clients on B. Riley Securities research including Syndicate activity, interfacing with back office operations, and performing various administrative duties. The candidate will service large accounts with an average of 15+ client relationships, generate revenue exceeding firm goals, and report to the SMD, Head of Equity Trading. Strong communication skills are essential for conveying trade ideas, market updates, and execution strategies to clients and internal teams. The ideal candidate is a self-starter, highly motivated, able to multitask under pressure, and handle stressful situations calmly and professionally with minimal supervision. The compensation for this position is commission-based.

Key Responsibilities

• Work closely with the institutional sales force to generate ideas, coordinate buyers and sellers, and facilitate seamless order flow.
• Build and nurture relationships with assigned institutional investors through trading and execution services to grow trading volumes, provide tailored market insights, and drive revenue.
• Develop a deep understanding of clients’ trading strategies, risk tolerances, and needs to offer proactive ideas.
• Process trade tickets, interface with back office operations, and perform administrative duties to support smooth transaction workflows.
• Collaborate with Sales, Research, and Trading teams to resolve issues, share market color, and enhance client experiences.
• Achieve and exceed revenue targets through trading activity, rigorous client engagement, and opportunity identification.
• Stay informed on market trends, liquidity dynamics, competitor activities, and B. Riley's proprietary small-cap equity research to anticipate client needs.
• Communicate trade ideas, pricing, and market updates effectively to clients while maintaining discretion and courtesy.
• Train and mentor junior sales traders or assistants, contribute to hiring and team development, and provide feedback to management on trading procedures, technology, and efficiencies.
• Adhere to compliance policies, risk management protocols, and maintain high standards of client service.

Qualifications

• 5-8 years of experience in securities trading, with a focus on institutional equity sales trading or equivalent combination of education and experience.
• Series 7, 63, and 55 (or 57) licenses required.
• Extensive knowledge of the securities industry, including listed securities, market data products (mandatory), and execution strategies.
• Proven ability to execute complex trades, manage high-volume order flow (including 15+ client relationships), build strong client relationships, and structure transactions.
• Strong verbal and written communication skills, with the ability to express ideas effectively, fluently, discreetly, and courteously; exceptional negotiation, analytical, and quick decision-making abilities.
• Ability to organize time well, set proper priorities, multitask, and perform under pressure in a fast-paced trading environment.
• Proficiency in market data and trading software systems, including Bloomberg, Fidessa; MS Outlook/Excel, with a willingness to learn new tools.
• High energy, initiative, and the ability to work independently with minimal supervision.
• Strong interpersonal skills and experience mentoring or supervising junior staff.
• Bachelor’s degree in finance, economics, or a related field; advanced degrees or certifications such as CFA are a plus.

Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

Who You Are:

You don’t see a position that matches your skillset but are eager to join the Galaxy team. You believe in the future of blockchain technology and want to help engineer a new economic paradigm.

 What We’re Looking For:

 A passion for Fintech, Cryptocurrency, and blockchain technology, and digital communities

• A keen sense of humor
• Collaborative and nimble working style
• Proactive and entrepreneurial spirit
• Excellent organizational, time management, and verbal and written communication skills

What We Offer:

• Competitive base salary, bonus, and equity compensation
• Hybrid/Flexible Working Arrangements
• Opportunities to learn about the Crypto industry
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups
• Free virtual coaching and counseling sessions through Ginger

*Other benefits related to medical, dental, and health are dependent on office location. Please make sure to ask a Galaxy team member for specifics once you connect!

Location: Texas, New York, California, Chicago or US Remote
Position Type: Full time, salaried
Reports to: Chief Commercial Officer

About Orennia

Orennia provides an all-in-one platform for accurate data, predictive analytics and actionable insights across the energy transition. We drive faster capital allocation decisions and help our clients maximize returns across the solar, wind, storage, power, RNG, CCUS, clean fuels and hydrogen sectors. The technology that powers Orennia’s platform delivers an unparalleled experience, distilling information into actionable insights to give our clients a competitive edge.

As the world decarbonizes its energy stack, trillions in capital need to be deployed. Global investment in the energy transition must quadruple to over $5 trillion annually to stay on the 1.5°C pathway, according to the International Renewable Energy Agency. Without accurate data and predictive analytics, developers and investors will struggle to deploy capital efficiently and maximize returns. Orennia’s platform expedites the energy transition with effective and robust information for smarter capital allocation choices.

Why Join Orennia?

People are at the heart of the best technology companies. We’ve brought together some of the industry’s top experts and brightest minds in data orchestration, analytics, software development, and industry insights to uncover opportunities where others can’t. At Orennia, you’ll become part of a collaborative culture and do work that matters. We trust and support each other, ask hard questions and solve complex problems together. Guided by a spirit of inquiry, our team has a product-driven, continuous delivery mindset to drive our innovation forward.

The Opportunity 

As an Account Director, you will play a crucial role in implementing the go-to-market strategy for this exciting sector and you will forge strong relationships with our clients and prospects to empower them as they adopt Orennia’s products. Reporting directly to a Managing Director, you will work within a multi-disciplinary team to develop marketing messaging, client engagement approaches and sales strategies to align with our clients most pressing needs. Our people are passionate and have a strong belief in our mission. Our efforts impact individuals and communities, all the while working toward a net-zero future.

We are open to hiring the right candidate in various locations across the United States. Our people are passionate and have a strong belief in our mission. If you’re hungry for opportunity, growth, and something meaningful in a dynamic, fun and challenging environment we’d love to hear from you.

What You’ll Do

• Implement the go-to-market strategy to engage leaders across renewable energy developers, IPPs, private equity firms, banking, and clean fuels developers. 
• Achieve sales quotas for named accounts on a quarterly and annual basis by sourcing and managing a robust pipeline.
• Create detailed business plans designed to land clients and strategies for new prospecting into key accounts and verticals.
• Demonstrate business value through a top-down strategy leveraging content and a high-touch evaluation process.
• Travel to conferences, industry events, and client locations as required to support business needs.
• Collaborate with the cross- functional team to develop positioning and messaging for the sector.
• Serve as the face of the company by understanding our products/services and be able to effectively communicate their value to clients.

Who You Are

• You have a proven track record of success as a quota-carrying sales representative selling analytics, software or SaaS solutions, ideally in the energy transition space. 
• You have the ability to lead and negotiate high price points and/or enterprise deals.
• You are well versed in digital selling with the ability to drive sales cycles with remote clients.
• You have experience working in a high-growth, multi-disciplinary team.
• You have excellent writing skills with an ability to communicate to the C-suite and other executives.
• You have experience or demonstrable passion in renewable technologies, data, analytics and power markets.
• You have deep intellectual curiosity with a results-focused relentless drive for growth.
• You are excited about working in a fast-paced scale-up environment, and embracing change and ambiguity.
• You are hungry to learn and contribute. Our organization is growing and this role is an exceptional opportunity to grow with us.
• Bachelor’s degree in business administration, sales or marketing.

Why You’ll Love Orennia

At Orennia, you'll join a high performing, people-focused team where everyone has a role to play. We offer our regular, full-time employees a competitive total rewards package, comprehensive health, dental and vision benefits, a savings program that includes company matching, and a learning and development budget to master your craft. In addition, we offer generous time off with regular company holidays, paid vacation days and paid sick days. 

We thank all applicants in advance for their interest and for taking the time to apply; however, only applicants invited for an interview will be contacted.

Orennia is an Equal Employment Opportunity (EEO) employer. We are committed to creating a diverse and inclusive workplace where all employees and applicants are treated fairly and with respect, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, marital status, veteran status, or any other characteristic protected by applicable provincial, federal, state, or local law. We believe in fostering a work environment that promotes equal opportunities for all individuals and strive to eliminate any barriers to employment and advancement. We are dedicated to providing equal opportunities in hiring, promotions, compensation, benefits, training, and all other aspects of employment. At Orennia, diversity, inclusion, and fairness are not only important values but also critical to our success as an organization. We encourage all qualified individuals to apply and join us in our mission to create a workplace that reflects the diverse communities we serve. Please contact a member of our people & culture team (hr@orennia.com) should you require accommodations.