Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we’re a fit for you.

Locations: Dallas, TX

Team Overview

The Financial Planning Analyst supports the organization’s strategic and financial objectives by assisting with financial forecasting, analysis, and data-driven reporting. This position will work collaboratively with the Finance team and department contacts to support budgeting, planning, and performance analysis. The Finance team’s effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization.

Key Responsibilities

• Assist in the development and maintenance of financial models to support annual budgeting, forecasting, and financial planning.
• Analyze financial performance, identify trends, and summarize findings for review by senior Finance team members.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis and supporting documentation.
• Work with department contacts to monitor spending and support alignment with operating budgets.
• Assist in preparing financial schedules for funding proposals and periodic reports for institutional funders.
• Support the identification of financial risks and opportunities and escalate findings to senior team members.
• Support continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. 
• 4+ years of experience in accounting, finance, or a related field, with exposure to financial planning and analysis.
• Proficient in Excel and financial modeling; experience with data visualization and dashboard development using BI tools.
• Knowledge of GAAP and financial compliance standards.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences.
• Strong organizational skills and attention to detail, with the proven ability to manage multiple priorities and meet deadlines in a dynamic environment.

Preferred Qualifications

• Experience with Power BI and Domo
• Experience using Sage Intacct and Limelight software

Pay & Benefits

At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year.

Want to Know More About ADF?

Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we’re a fit for you.

Locations: Dallas, TX

Team Overview

The Senior Financial Planning Analyst supports the organization’s strategic and financial objectives by providing accurate financial forecasting, detailed analysis, and data-driven reporting. This position will collaborate closely with leadership across departments to support budgeting, long-range planning, and performance analysis. The Finance team’s effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization.

Key Responsibilities

• Develop and maintain detailed financial models to support annual budgeting, forecasting, and long-range financial planning.
• Analyze financial performance, identify trends, and provide actionable insights to senior leadership.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis, supporting documentation, and interpretation of results.
• Partner with department leaders to develop operating budgets, monitor spending, and ensure alignment with strategic goals.
• Support fundraising efforts by preparing financial schedules for funding proposals, and periodic reports for key institutional funders.
• Identify financial risks and opportunities that may impact financial performance and recommend appropriate actions.
• Provide continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools.
• Ensure financial data integrity and consistency across reporting systems.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. 
• 5+ years of experience in financial planning and analysis or similar field.
• Advanced Excel and financial modeling skills; experience with data visualization and dashboard development using BI tools.
• Knowledge of GAAP and financial compliance standards.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences.
• Strong organizational skills and attention to detail, with the proven ability to manage multiple priorities and meet deadlines in a dynamic environment.

Preferred Qualifications

• Experience with Power BI and Domo
• Experience using Sage Intacct and Limelight software
• Relevant professional certifications

Pay & Benefits

At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year.

Want to Know More About ADF?

Who You Are:

Galaxy's data center business is growing rapidly, and we are seeking an Analyst to join our Growth & Development team. The team sits at the center of all things commercial within Galaxy’s data center business and is responsible for site origination, leasing, market research, and corporate development.

The ideal candidate brings strong financial modeling skills combined with exposure to at least one of the following verticals: real estate development, data center markets, infrastructure finance, or power development. You will work directly with senior leaders on high-impact transactions and will be expected to operate with significant ownership and judgment from day one.

What You’ll Do:

Deal Origination & Site Evaluation

• Identify and evaluate data center development opportunities across target markets, coordinating with power and land teams to assess power availability, fiber infrastructure, and permitting timelines.
• Conduct site selection analyses incorporating energy access, cooling infrastructure, geotechnical and environmental considerations, and zoning requirements.
• Build and maintain a pipeline of development opportunities, tracking key milestones and market dynamics.
• Create and manage database of existing and previous site opportunities
• Develop relationships with brokers, landowners, utilities, municipalities, and regional development authorities to source off-market opportunities.

Strategy & Market Intelligence

• Monitor industry trends, competitive dynamics, and market developments across the data center and power ecosystems.
• Analyze hyperscaler demand signals, colocation market supply/demand dynamics, and power infrastructure constraints to inform site prioritization and investment thesis.
• Leverage AI tools to improve efficiency, analytical quality, and decision-making speed.
• Manage database of all relevant data center transactions and report market insights regularly to executive team.

Financial Analysis & Underwriting

• Build and maintain financial models across the full project lifecycle, from greenfield feasibility through stabilized operations and exit, incorporating project-level debt, joint venture waterfalls, and return metrics (IRR, MOIC, NPV).
• Underwrite customer contracts, conducting deep-dive revenue, cost, and return analysis at the asset level.
• Evaluate capitalization structures utilizing conventional and alternative financing sources, including construction lending, sale-leasebacks, preferred equity, and infrastructure fund capital.
• Analyze power purchase agreements, interconnection agreements, development services agreements, and ground leases, with attention to key economic terms and risk allocation.

Deal Execution & Transaction Management

• Support end-to-end transaction processes including financial modeling, valuation, due diligence coordination, deal structuring, and closing logistics.
• Prepare investment memos, feasibility studies, and executive-level presentations for senior leadership and Investment Committee review.
• Coordinate third-party diligence workflows across legal, environmental, engineering, and title workstreams.
• Assist in preparing offering memoranda, data room materials, and investor outreach packages to support capital raising efforts.
• Manage RFP processes for general contractors, engineers, and other vendors.

What We’re Looking For:

Required

• 2-3 years of experience in one or more of the following: real estate development or acquisitions, infrastructure finance, data centers, investment banking (real assets/infrastructure/utilities coverage), private equity, or power and utilities.
• Strong financial modeling skills.
• Experience or ability to learn how to analyze and interpret real estate and infrastructure documents: LOIs, PPAs, DSAs, development agreements, operating agreements, and due diligence reports.
• Ability to manage multiple active workstreams simultaneously with strong ownership, judgment, and execution habits.
• Proficiency in using AI to build custom tools and accelerate workstreams.
• Clear, concise written and verbal communication skills; capable of preparing executive-ready materials and presenting to senior leadership.
• Bachelor's degree in Finance, Real Estate, Economics, Engineering, or a related quantitative field.
• Proficiency in Microsoft Excel and PowerPoint; comfort with large datasets and analytical tools.

Preferred

• Direct exposure to data center site acquisition, development, or hyperscale/colocation leasing.
• Familiarity with power markets and grid interconnection processes, including ERCOT, MISO, PJM, or Southeast utility frameworks.
• Experience evaluating power purchase agreements, interconnection agreements, or energy infrastructure contracts.
• Knowledge of entitlement, permitting, and land development processes for large-scale industrial or technology facilities.
• Experience with GIS mapping tools or other real estate/infrastructure analytics platforms.
• Entrepreneurial mindset and genuine interest in digital infrastructure, AI compute, and the energy transition.

What We Offer (US):

• Competitive base salary and discretionary bonus

• Flexible Time Off (i.e. unlimited paid vacation days)
• Company paid Holidays (11)

• Company paid sick leave
• Company-paid health and protective benefits for employees, partners, and other dependents
• 3% 401(k) company contribution
• Generous paid Parental Leave
• Free virtual coaching and counseling sessions through Ginger
• Opportunities to learn about the Crypto and Data Center industries
• Free daily snacks in-office
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups

The Opportunity:

 As a Senior Credit Analyst, Portfolio Analytics, you will play a pivotal role in Flexport Capital’s portfolio management strategy. This is a hybrid role sitting at the intersection of hands-on credit stewardship and data-driven innovation. You won't just analyze high-level trends; you will actively manage the monthly financial review process, lead diligence on flagged accounts, and own the operational compliance stack. You will be the first line of defense in monitoring portfolio health while simultaneously building the tools and dashboards that make that monitoring scalable.

You Will:

• Lead Portfolio Reviews & Diligence: Manage the monthly financial review process for the entire customer base. You will direct Associate support for data gathering, but you will be responsible for the analysis, knowing exactly what red flags to look for in financial statements.
• Conduct Active Risk Management: Identify deteriorating credits or anomalies and immediately trigger deeper reviews. You will prepare for and lead diligence calls with borrowers to investigate issues and determine necessary actions.
• Prepare Credit Modifications: Evaluate requests from Business Development for line increases, term adjustments, or other modifications. You will be responsible for writing the loan modification templates/memos and providing the credit diligence and justification for your recommendations.
• Own Compliance & Operations: oversee and improve our KYB/KYC, UCC lien filing, and lien management processes. You will ensure strict compliance and proactively suggest new vendors, products, or process improvements to streamline operations.
• Build & Maintain Analytics: Design portfolio monitoring dashboards that aggregate credit, collateral, and operational data. You will continue to use tools (SQL, Python, Looker) to automate data ingestion and anomaly detection.
• Analyze Trends: Monitor borrower and portfolio trends—including CRR migration, LGD, DSO, and exposure concentration—to inform repricing or mitigation strategies.
• Drive Process Improvement: Continuously improve internal reporting and data quality, ensuring our tools serve as a reliable "single pane of glass" for portfolio risk visibility. You will use the available low-code and analytical tools (using SQL, Python, Airtable, Looker, or Power Automate) to automate data ingestion, anomaly detection, and risk flag generation.

You Should Have:

• 3–7 years of experience in commercial lending, credit risk, or portfolio management (Asset-Based Lending or Working Capital experience is highly preferred).
• Hands-on Credit Experience: You have experience manually reviewing financial statements, identifying risk factors, and writing credit memos or loan modification justifications. You are comfortable getting on the phone with a CFO to ask hard questions.
• Operational Knowledge: Familiarity with the mechanics of lending operations, including KYB/KYC regulations, UCC lien perfection, and compliance management.
• Technical Proficiency: Proven experience leveraging data analytics tools (SQL, Power BI, Tableau, Looker) to analyze portfolios.
• Low-Code/Automation Skills: Working knowledge of tools like Power Automate, Airtable, or Zapier to build scalable processes is a strong plus.
• Communication Skills: Excellent verbal and written communication skills to articulate credit rationale to the Risk Committee and partner effectively with BD and Ops.
• Education: Bachelor’s degree in Finance, Business, Data Analytics, or a related field (MBA or CFA is a plus).

 Why Flexport:

You’ll be joining Flexport Capital, a high-velocity fintech unit operating with the agility of a startup and the data advantage of a global logistics leader. This is a hands-on environment for builders, not just observers. You won’t just monitor algorithms, you’ll be in the trenches of deal structuring, operational compliance, and borrower diligence, actively shaping how we lend and recover. You will play a direct role in fusing traditional credit discipline with next-gen analytics, driving our mission to scale asset-based lending while keeping losses under 1.5%. If you’re ready to roll up your sleeves and own the outcome, you belong here.

The Opportunity:

 As a Senior Credit Analyst, Portfolio Analytics, you will play a pivotal role in Flexport Capital’s portfolio management strategy. This is a hybrid role sitting at the intersection of hands-on credit stewardship and data-driven innovation. You won't just analyze high-level trends; you will actively manage the monthly financial review process, lead diligence on flagged accounts, and own the operational compliance stack. You will be the first line of defense in monitoring portfolio health while simultaneously building the tools and dashboards that make that monitoring scalable.

You Will:

• Lead Portfolio Reviews & Diligence: Manage the monthly financial review process for the entire customer base. You will direct Associate support for data gathering, but you will be responsible for the analysis, knowing exactly what red flags to look for in financial statements.
• Conduct Active Risk Management: Identify deteriorating credits or anomalies and immediately trigger deeper reviews. You will prepare for and lead diligence calls with borrowers to investigate issues and determine necessary actions.
• Prepare Credit Modifications: Evaluate requests from Business Development for line increases, term adjustments, or other modifications. You will be responsible for writing the loan modification templates/memos and providing the credit diligence and justification for your recommendations.
• Own Compliance & Operations: oversee and improve our KYB/KYC, UCC lien filing, and lien management processes. You will ensure strict compliance and proactively suggest new vendors, products, or process improvements to streamline operations.
• Build & Maintain Analytics: Design portfolio monitoring dashboards that aggregate credit, collateral, and operational data. You will continue to use tools (SQL, Python, Looker) to automate data ingestion and anomaly detection.
• Analyze Trends: Monitor borrower and portfolio trends—including CRR migration, LGD, DSO, and exposure concentration—to inform repricing or mitigation strategies.
• Drive Process Improvement: Continuously improve internal reporting and data quality, ensuring our tools serve as a reliable "single pane of glass" for portfolio risk visibility. You will use the available low-code and analytical tools (using SQL, Python, Airtable, Looker, or Power Automate) to automate data ingestion, anomaly detection, and risk flag generation.

You Should Have:

• 3–7 years of experience in commercial lending, credit risk, or portfolio management (Asset-Based Lending or Working Capital experience is highly preferred).
• Hands-on Credit Experience: You have experience manually reviewing financial statements, identifying risk factors, and writing credit memos or loan modification justifications. You are comfortable getting on the phone with a CFO to ask hard questions.
• Operational Knowledge: Familiarity with the mechanics of lending operations, including KYB/KYC regulations, UCC lien perfection, and compliance management.
• Technical Proficiency: Proven experience leveraging data analytics tools (SQL, Power BI, Tableau, Looker) to analyze portfolios.
• Low-Code/Automation Skills: Working knowledge of tools like Power Automate, Airtable, or Zapier to build scalable processes is a strong plus.
• Communication Skills: Excellent verbal and written communication skills to articulate credit rationale to the Risk Committee and partner effectively with BD and Ops.
• Education: Bachelor’s degree in Finance, Business, Data Analytics, or a related field (MBA or CFA is a plus).

 Why Flexport:

You’ll be joining Flexport Capital, a high-velocity fintech unit operating with the agility of a startup and the data advantage of a global logistics leader. This is a hands-on environment for builders, not just observers. You won’t just monitor algorithms, you’ll be in the trenches of deal structuring, operational compliance, and borrower diligence, actively shaping how we lend and recover. You will play a direct role in fusing traditional credit discipline with next-gen analytics, driving our mission to scale asset-based lending while keeping losses under 1.5%. If you’re ready to roll up your sleeves and own the outcome, you belong here.

ROLE SUMMARY

The M&A Integration Systems Analyst is the analytical engine behind Meriton’s acquisition integration process. This role goes well beyond data entry and system execution; it is responsible for building the employee-level impact models that quantify exactly how every acquired employee’s total compensation and benefits picture changes under Meriton. Healthcare premiums, PTO accruals, maternity leave, holiday schedules, pay structures; every data point that touches an employee’s pocket or experience is this role’s domain to calculate, visualize, and communicate clearly to all stakeholders. The right person for this role tells a story with data.

KEY RESPONSIBILITIES

Employee Impact Modeling

• Build and maintain a per-employee transition impact model for every acquisition, capturing the financial and experiential delta between current-state programs and Meriton’s programs across:
• Healthcare premiums, PTO, Holiday schedules
• Commissions, bonuses, and variable pay structures
• HSA/FSA employer contributions and eligibility differences
• Any other benefit or compensation element that differs materially from Meriton’s standard programs
• Produce aggregate impact summaries: total population-level cost shifts, benefit wins, and areas of concern; equip the Director for executive and leader conversations
• Flag individual outliers: employees who experience meaningful negative financial impact that may require exception handling, retention attention, or targeted communication
• Visualize transition impacts in clear, decision-ready formats: charts, comparison tables, summary dashboards that can be presented to Meriton leadership and used to inform company leader conversations
• Update impact models as integration decisions are finalized, ensuring the analysis always reflects the current plan rather than a point-in-time snapshot

Roster Intake & Normalization

• Collect, validate, and normalize employee data from acquired companies: names, titles, compensation, pay type, deductions, org structure, and eligibility fields
• Build and maintain standardized intake templates; drive acquired companies to deliver complete, accurate data on schedule
• Produce import-ready files for ExponentHR onboarding loads

Program Mapping

• Own and maintain integration mapping workbooks across all active acquisitions:
• Job titles to Meriton job architecture
• Pay elements: commissions, bonuses, allowances, differentials
• Deductions and eligibility fields to Meriton structures
• PTO and holiday plans: accruals, caps, carryover, and payout treatment

QA, Reconciliation & Controls

• Own all pre- and post-go-live QA: data validation, post-load HRIS checks, first-payroll variance reconciliation, deduction audits, and PTO balance audits
• Maintain readiness gate checklists and QA evidence so Day 1 and Payroll 1 go/no-go decisions are objective and documented
• Track defects and root causes to closure; apply lessons to improve templates and processes for future acquisitions

HRIS System ExponentHR Execution

• Execute HRIS onboarding tasks: data loads, org and manager structure, role and access setup, and onboarding workflow configuration
• Partner with Meriton’s HRIS expert on configuration decisions; own execution and post-load validation

Reporting & Scorecards

• Maintain per-acquisition integration scorecards: data readiness, mapping completion, QA status, open risks, and milestone progress
• Contribute structured data to Power BI reporting that feeds the Director’s executive dashboard

QUALIFICATIONS

Required

• 4+ years in HR analytics, compensation analysis, total rewards, HRIS, or a comparable data-intensive HR operations role
• Advanced Excel proficiency: complex modeling, scenario analysis, conditional logic, pivot tables, and structured mapping
• Demonstrated ability to build employee-level financial models that translate program differences into individual and aggregate dollar impacts
• Experience visualizing data for non-technical audiences: charts, dashboards, and summary formats that drive decisions rather than sit in a folder
• Strong written communication skills for translating model outputs into clear narratives and risk flags
• Demonstrated ability to manage sensitive employee data with precision and strict confidentiality
• Proficiency with Microsoft 365: Excel, Teams, SharePoint, OneDrive; Power BI experience strongly preferred

Preferred

• Experience in total rewards analysis, benefits benchmarking, or compensation modeling across company transitions
• Experience supporting HRIS implementations or integrations; ExponentHR experience is a strong plus
• Familiarity with benefits plan structures (medical, PTO, leave, HSA/FSA) and how they translate to employee cost
• Exposure to M&A integration, multi-company HR environments, or acquisitive organizations
• Experience with Power BI, Tableau, or comparable data visualization tools

TRAVEL

• Limited
• Occasional on-site visits for key integration milestones — typically 0–1 trips per month

What You’ll Do:

The Fixed Asset Senior Financial Analyst will play a critical role in supporting the fixed asset function related to global data center construction and expansion. This role reports to the Fixed Asset Director of Operations Accounting and is a key contributor to the company’s month-end close, capitalization, and reporting processes. The Senior Analyst will work on the ongoing development, management, and administration of fixed asset accounting as it relates to fixed assets, construction-in-progress and data center builds. This includes close collaboration with data center operations, supply chain, engineering, project managers, and inventory teams to ensure accurate tracking, capitalization, and lifecycle management of construction-in-progress (CIP) and fixed assets.

About the Role:

This role requires building scalable, efficient processes and systems for managing the end-to-end lifecycle of capital spend, with a specific focus on fixed assets issued to data center builds, timely capitalization, and ongoing compliance with US GAAP and internal policies. The ideal candidate will have a forward-thinking approach to efficient accounting processes in a fast-paced, high-growth environment and the ability to communicate deliverables and recommendations. In this role, you can expect to:

• Own the preparation of high risk manual journal entries, fixed asset subledger ownership, account reconciliations and preparation of key SOX control reports 
• Drive continuous improvement initiatives across fixed asset processes, with a focus on scale, automation, and compliance.
• Act as the subject matter expert for fixed asset accounting processes.
• Establish and maintain internal controls over fixed assets as a control preparer
• Provide analysis and insights related flux analysis
• Work collaboratively with Global Business Services team members to scale operations

Who You Are:

• 4+ years of accounting experience with a strong focus on capital project/fixed asset accounting, inventory tracking, and fixed asset management.
• Public company or Big 4 public accounting experience required. 
• Deep understanding of US GAAP requirements for fixed asset capitalization, depreciation, and construction-in-progress (CIP) accounting.
• Experience working with plant, warehouse, or data center environments and related inventory flows is highly desirable.
• Demonstrated ability to manage cross-functional collaboration and large-scale asset tracking initiatives.
• Excellent organizational, time and self-management skills & ability to prioritize and work well under pressure to meet deadlines.
• Team player with a positive attitude that embraces challenges and thrives in a fast-paced environment.
• Strong analytical and problem-solving skills 
• Applicants must have work authorization that does not require sponsorship from the company now or in the future.

Preferred:

• Global Business Services (GBS) experience is a plus

Wondering if you’re a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we’ve found compatible with our team. If some of this describes you, we’d love to talk. 

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast!  We’re in an exciting stage of hyper-growth that you will not want to miss out on. We’re not afraid of a little chaos, and we’re constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: 

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organization are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!  

The base salary range for this role is $115,000 to $153,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Lead Settlements Analyst help elevate our Settlements team within the Operations department, and own the launch of options settlement. This role is integral to ensuring seamless trading, settlement, and reporting processes. The lead will mentor a team of Analysts and collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Mentor a team of Settlement Analysts, providing guidance and coaching on day to day operations.
• Lead daily settlement operations, including fail control functions, buy-ins for aged fails, daily settlement reconciliations, and the launch of options settlement.
• Oversee seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Partner with Product and Engineering teams to design and implement innovative solutions for process improvement and automation.
• Monitor and report fail exposures to senior management, ensuring robust risk management practices.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for fixed-income escalations, ensuring prompt resolution and effective communication with stakeholders.
• Oversee and ensure compliance with TRACE and MSRB reporting requirements, maintaining accuracy and timeliness in reporting fixed-income transactions.

What you bring

• Experience - 6+ years in brokerage operations, with specific expertise in options settlement, trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong mentorship abilities with a proven track record of building and rolling out strong processes and procedures
• Securities licenses - You studied hard and we’re excited to carry your series 7, 24, and 53 licenses
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in options processing and settlement.  
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Senior Settlements Analyst with expertise in options processing and settlement. The senior analyst will collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Support daily settlement operations, including fail control functions, buy-ins for aged fails, daily settlement reconciliations, and the launch of options settlement.
• Help with seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Help develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Monitor and report fail exposures to senior management.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for options escalations, ensuring prompt resolution and effective communication with stakeholders.
• Maintain documentation of processes and procedures.
• Other duties as assigned

What you bring

• Experience - 4+ years in brokerage operations, with specific expertise in options settlement, trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong mentorship abilities with a proven track record of building and rolling out strong processes and procedures
• Securities licenses - FINRA Series 7 and/or 99 
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in options processing and settlement.  
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

What You’ll Do:

The operations accounting organization at CoreWeave performs operational accounting, control, reporting, and compliance for the critical AI infrastructure of our rapidly scaling AI cloud business. The team manages a variety of core accounting and reporting processes and controls globally and partners with Treasury, Supply Chain, Procurement, FP&A, Leasing, Legal, and Tax to track, control, and provide visibility to the company’s compute and supporting assets. The group partners to develop and operationalize accounting and reporting processes to enable visibility, control, and confident decisions.  The group collaborates with stakeholders to quickly find solutions to challenging problems to enable hyper growth. 

About the role:

• Prepare the consolidated cash flow preparation for investing activities.
• Prepare the consolidated fixed asset footnote disclosures and management discussion & analysis for public filings.
• Operationalize and enhance reporting that supports operational decisions and review.
• Enhance internal and external reporting processes for scalability.
• Collaborate with accounting team peers to enhance supporting processes and information flows.
• Adapt reporting processes to appropriately incorporate new financing transactions.

Who You Are: 

• 3+ years’ accounting and financial reporting experience 
• Bachelor’s degree in Accounting, Finance, or Business (or equivalent) required
• Professional qualification (e.g., ACA/CPA/CMA/CA) preferred
• Public accounting experience preferred.
• NetSuite experience preferred.
• Process- and data-driven with strong analytical judgment; proactive, organized, and adaptable in a dynamic environment.
• Excellent interpersonal, written, and verbal communication; growth mindset and commitment to continuous learning.

Wondering if you’re a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we’ve found compatible with our team. If some of this describes you, we’d love to talk. 

• You love collaborating across teams to solve complex problems.
• You’re curious about where data, systems, and policy meet.
• You’re an expert in building processes that scale.

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast!  We’re in an exciting stage of hyper-growth that you will not want to miss out on. We’re not afraid of a little chaos, and we’re constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: 

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organization are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!  

The base salary range for this role is $98,000 - $143,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

Please note: This position is not eligible for immigration sponsorship. 

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.

Junior Technology Project Manager

The Junior Technology Project Manager (Analyst) will support the delivery of technology initiatives within Accordion’s Global Technology organization. This individual will operate under the guidance of the Senior Project Manager and will take ownership of small to medium-sized projects—ranging from internal process improvements to the deployment of small-scale enterprise applications. The role requires strong organizational skills, attention to detail, and the ability to coordinate effectively across teams in a fast-paced, professional services environment.

This is an excellent opportunity for an emerging project management professional to gain hands-on experience leading technology initiatives and to build a career in technology project and program management.

This role will ideally be based in our NYC, Boston, Charlotte, Chicago, or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days per week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Lead small-scale Global Technology projects from initiation through closeout, ensuring timelines, deliverables, and quality standards are met
• Support the Senior Project Manager on larger, cross-functional projects and assist with project documentation, reporting, and coordination
• Develop and maintain project plans, risk registers, and issue logs; ensure dependencies are tracked and communicated
• Coordinate project meetings, track action items, and ensure follow-up with stakeholders
• Prepare status updates and progress reports for internal leadership
• Collaborate with business and technical teams to document project requirements and validate outcomes
• Ensure adherence to established project management processes and frameworks within Global Technology
• Identify opportunities for process improvement and assist in implementing new tools or methods for efficient project delivery

You Have:

• Bachelor’s degree in Information Systems, Business Administration, or a related field
• 1–3 years of project coordination or project management experience in a technology environment; experience in a business analyst role also preferred
• Strong organizational, communication, and problem-solving skills
• Working knowledge of project management methodologies (Waterfall, Agile, or Hybrid)
• Proficiency in Microsoft Office (Excel) and project management tools such as ClickUp, Asana, or Microsoft Project
• Proficiency in ticket management systems (Jira or Azure DevOps)
• High-level understanding of coding platforms and system integrations
• Experience in test case creation and QA/UAT testing and experience in process mapping
• Ability to manage multiple tasks and priorities simultaneously with attention to detail; comfortable in a dynamic, high-performance environment
• Experience interacting with cross-functional teams including IT, business stakeholders, and vendors; must have strong interpersonal skills with a collaborative, team-oriented approach
• Eagerness and self-motivation to learn PM best practices and gain an understanding in technology systems, integration, and flow, with a strong interest in AI tools and technology development
• PMP or CAPM certification (or progress toward certification) 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: $65,000 to $85,000 + benefits + bonus (overtime eligible). 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

AI Support Analyst

The AI Support Admin plays a critical role in ensuring the smooth operation and adoption of AI tools across Accordion. Acting as the first line of specialized support for AI-related escalations, this individual bridges day-to-day technical assistance with long-term enablement initiatives. Reporting to the AI Enablement Lead, the Analyst will partner closely with both AI system readiness and AI training to resolve user issues, maintain system readiness, and enhance firmwide confidence in AI-driven tools.

This role combines hands-on technical troubleshooting with process and training support—making it ideal for someone who is equally comfortable solving technical challenges, documenting best practices, and assisting in the rollout of new AI capabilities.

The ideal candidate is a problem-solver who thrives at the intersection of technology and people. They bring curiosity about AI, patience in helping users, and the technical acumen to keep systems running smoothly. This person takes initiative, communicates clearly, and sees AI not just as a set of tools—but as a transformational force to make work more intelligent, efficient, and collaborative.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

AI Support and Troubleshooting

• Serve as the Help Desk escalation point for all AI-related issues, including tool access, performance, and integration challenges
• Troubleshoot and resolve incidents involving platforms such as Glean, CoPilot, ChatGPT, Zoom AI, and future AI applications
• Maintain documentation of known issues, resolutions, and best practices to improve first-line Help Desk response efficiency
• Monitor AI system health, escalate platform-level outages, and communicate impacts to stakeholders as appropriate

Collaboration and Enablement Support

• Work with AI system readiness to test new configurations, validate system integrations, and ensure readiness for production use
• Support AI training in maintaining learning materials, managing AI knowledge articles, and coordinating firmwide training sessions
• Participate in rollout activities for new AI tools and enhancements, providing hands-on user assistance and feedback for improvement
• Assist in building and maintaining AI usage dashboards and adoption reports in collaboration with the BI and Data Analytics teams

Continuous Improvement and Governance

• Identify recurring support patterns and propose solutions to improve user experience and system performance
• Maintain compliance with Accordion’s AI governance, security, and data management standards
• Document AI support procedures, ensuring alignment with internal IT and internal People Team standards

You Have:

• 2–4 years of experience in IT support, systems administration, or AI/automation tool management
• Strong understanding of enterprise AI tools such as Microsoft CoPilot, Glean, ChatGPT, Zoom AI, or similar
• Excellent troubleshooting, communication, and documentation skills
• Demonstrated ability to collaborate across teams, prioritize effectively, and manage multiple concurrent tasks
• Familiarity with Power BI, SQL, or other reporting tools is a plus
• Bachelor’s degree in Information Technology, Computer Science, or related field (or equivalent experience)

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: $70,000 to $90,000 + 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-HA1

SUMMARY

The Compliance Specialist position is responsible for assisting with the administration of the compliance program for Allworth Financial, an SEC Registered Investment Adviser, and AW Securities, a FINRA registered broker/dealer.

 DUTIES AND RESPONSIBILITIES

• Assist in the ongoing implementation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct.
• Engages in proactive surveillance activities to detect and resolve potential compliance issues.
• Assist with the implementation and maintenance of the firm’s anti-money laundering program.
• Receives and reviews requests for marketing and advertising review and approval
• Assists with inquiries from internal business partners regarding Compliance related issues.
• Identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans for resolution of issues.
• Assists in communicating the compliance program for the organization, including promoting awareness of policies and procedures, and further understanding of new and existing compliance issues.
• Assists in the filing and monitoring of registration (including continuing education and ethics requirements) and memberships of the Company and all relevant associates stay current.
• Prepare and submit regulatory filings including SEC Forms 13F, 13H and Form N-PX 

QUALIFICATIONS

• Bachelor’s degree (B.A.) in a related discipline
• Three (3-5) years of experience working with investment advisor and broker/dealer compliance issues, including review and oversight of independent investment advisors and registered representatives.
• Strong working knowledge of FINRA, SEC and state regulations including Investment Adviser’s Act of 1940.
• Securities Licenses: Series 7, 24, 63 and 65 or 66 are required.
• Experience reviewing and approving complex marketing materials
• Experience with industry specific technology platforms and vendors (Hadrius, QuestCE, WebCE, EDGAR)
• Experience with GIPS reporting standards beneficial

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. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.

This role can be based in any of our US 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.

About the Role and You

We're looking for a rare combination: a data scientist who thinks like a strategist and a strategist who speaks fluent data. You fall in love with problems and quantify complex situations using math. This isn't a role about building models in isolation—it's about transforming how a business makes decisions, identifies opportunities, and drives growth. You'll be equal parts analyst, advisor, and architect of our strategic direction.

What You'll Do

You'll sit at the intersection of data and strategy, turning complex business challenges into quantifiable opportunities. This means diving deep into our numbers to surface insights that others miss, then translating those insights into actionable growth strategies. You'll work directly with leadership to shape major business decisions, from market expansion and pricing strategy to resource allocation and competitive positioning.
Your day-to-day will involve identifying the right questions to ask before anyone else thinks to ask them, building the analytical frameworks to answer those questions, and presenting recommendations that fundamentally shift how we operate. You'll own strategic initiatives from conception through execution, measuring impact and iterating as you go. You’ll travel to client sites as needed, leading AI assessment and Strategy Engagements.

What We're Looking For

The Strategic Mindset: You naturally think several moves ahead. You understand business models, competitive dynamics, and growth levers. You can walk into a room with executives and hold your own in discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how to spot the difference.
The Technical Depth: You're genuinely strong in quantitative methods—statistics, predictive modeling, optimization, experimental design. You can wrangle messy data, build robust analyses, and know when a sophisticated model is needed versus when a simple calculation will do. Python, R, SQL are still in your wheelhouse.
The Translation Layer: You can explain complex analytical concepts to non-technical stakeholders without dumbing them down. You know how to build conviction around data-driven recommendations and can defend your methodology when challenged. You make the quantitative accessible and actionable.
The Business Acumen: You understand P&Ls, growth metrics, customer economics, and operational levers. You've worked closely enough with business teams to know what keeps them up at night and how your analyses can help them sleep better.

Requirements

• 5+ years of experience in analytical roles with increasing strategic responsibility
• Strong foundation in statistics, machine learning, and quantitative analysis
• Demonstrated experience influencing business strategy through data
• Track record of identifying and driving growth opportunities
• Excellent communication skills with technical and executive audiences
• Proficiency in modern data science tools and languages
• Understanding of business finance and growth frameworks

Ideal Background

You might come from management consulting with deep analytical chops, strategic roles at high-growth companies, corporate strategy teams with hands-on data work, or data science roles where you've grown into strategic advisory. What matters most is that you've successfully used data to change how businesses operate and grow.

What Success Looks Like

In your first year, you'll have identified three major strategic opportunities we weren't seeing before, built the analytical infrastructure to evaluate them rigorously, and driven at least one to implementation with measurable business impact. You'll have become a trusted advisor to leadership and the person they turn to when facing the company's thorniest strategic questions.

The annual salary for this role ranges from: $145,000 to $195,000 USD + bonus + benefits. 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-BS1

At Horace Mann, we are driven by a passion for supporting educators and helping them achieve lifelong financial success. As an Application Systems Analyst Programmer, you will play a critical role in supporting, configuring, and enhancing business applications across the organization.

In this role, you will analyze user issues and enhancement requests, identify root causes, and deliver effective, cost-efficient solutions aligned with business objectives. You will serve as a key liaison between business partners and IT, ensuring systems are reliable, efficient, and user-friendly.

Key Responsibilities

• Serve as the primary point of contact for application-related issues and user inquiries

• Troubleshoot, analyze, and document system issues; recommend and implement solutions

• Communicate issue status, timelines, and resolutions clearly to stakeholders

• Provide technical support, user guidance, and training as needed

• Assist with data access, reporting, and enabling user self-service capabilities

• Collaborate with Business Analysts and Developers to design and implement system enhancements

• Develop and execute test plans to validate system changes and ensure quality

• Support help desk requests and resolve technical issues in a timely manner

• Maintain a strong understanding of business processes and supported systems

• Configure insurance products, workflows, and processing rules

• Participate in an on-call rotation to monitor nightly production cycles

Qualifications

• Bachelor’s degree in Computer Science, Business Administration, or a related field (or equivalent experience)

• Working knowledge of enterprise applications and IT-supported systems

• Strong analytical, problem-solving, and communication skills

• Ability to translate technical concepts for non-technical audiences

• Proven ability to collaborate effectively across teams

Preferred Qualifications

• Experience with system testing and release validation

• Familiarity with reporting tools and data analysis

• Experience with policy administration or claims systems

• Experience with LifePRO, Hyland Perceptive, and/or Online ToolWorks SmartBatch

• Knowledge of insurance products (Annuities, Life, IUL, Supplemental Health, Group Health, Group Life)

• Experience with SQL

Salary Range:

$57,500.00 - $79,100.00  

Salary is commensurate to experience, location, etc.

#VIZI 

#LI-LM1 

About Care.com

Care.com is a consumer tech company with a heart. We’re on a mission to solve a human challenge we all face: finding great care for the ones we love. We’re moms and dads and pet parents. We have parents and grandparents, so we understand that everyone, at some point in their lives, could use a helping hand. Our culture and our products reflect that.

Here, entrepreneurs, self-starters, team players, and big thinkers unite behind a common cause. We’re applying data analytics, AI, and the latest technologies to solve universal problems and connect people in new ways. If you like having autonomy, if you flourish with collaboration and building new things, and if you’re all about using your talent for good, Care.com is the place for you.

Work Environment: Hybrid - We are in the office Monday, Wednesday & Thursday

Office Location: Dallas - 2801 North Central Expressway, 11th Floor 75204

What Your Days Will Be Like

This Senior Financial Analyst role sits within the FP&A team and serves as a key finance partner for revenue planning and business performance across Care.com’s business lines. You’ll own budgeting, forecasting, and reporting for revenue-driving functions and will work directly with business leaders to turn financial data into clear, strategic decisions.

What You’ll Be Working On

Revenue Planning & Forecasting

• Lead the development and maintenance of revenue models used for budgeting, forecasting, and long-range planning across Care.com’s business lines
• Monitor and analyze key revenue metrics and business trends, providing regular updates and variance analysis to senior management
• Help design and evaluate business plans, budgets, and forecasts — and clearly communicate the ‘so what’ to stakeholders
• Identify risks and opportunities impacting revenue performance and proactively surface recommendations

Reporting & Business Partnership

• Assist in the preparation of weekly reporting that highlights operational results, forecasts, and business plans across the company’s divisions
• Work closely with finance managers and business unit leaders to support strategic decision-making and meet strict reporting timelines
• Prepare materials for key meetings including weekly and monthly business reviews and forecast update sessions
• Perform ad-hoc analysis as needed and present findings clearly to senior leadership

Process & Tools

• Build and maintain sophisticated financial models with a focus on efficiency, accuracy, and scalability
• Contribute to process improvement efforts to enhance forecasting and reporting tools and methodologies
• Operate with a high degree of independence and contribute successfully across cross-functional teams

What You’ll Need to Succeed

• Bachelor’s degree in Finance, Economics, or an equivalent quantitative field
• 2–4 years of experience in a finance or analytics role; backgrounds in investment banking, consulting, or finance roles at small-to-mid-size companies are a strong fit
• Experience with revenue budgeting and forecasting is important — we’re looking for someone who has owned these processes, not just supported them
• Strong financial modeling skills with a focus on building clean, efficient, scalable models
• Solid understanding of finance, accounting, economics, and statistics
• High proficiency with Excel
• Strong analytical skills with the ability to synthesize large datasets into clear, actionable insights
• Excellent oral and written communication skills; comfortable presenting to and influencing senior leadership

Company Overview

Available in more than 20 countries, Care.com is the world’s leading platform for finding and managing high-quality family care. Care.com is designed to meet the evolving needs of today’s families and caregivers, offering everything from household tax and payroll services and customized corporate benefits packages covering the care needs of working families, to innovating new ways for caregivers to be paid and obtain professional benefits. Since 2007, families have relied on Care.com’s industry-leading products — from child and elder care to pet care and home care. 

Compensation & Benefits

Salary Range: $115,000 - $125,000

The base salary range represents the anticipated low and high end of the range for this position. Actual salaries may vary based on work location, experience, and performance. Additional rewards may include annual bonuses and short- and long-term incentives. Care.com also provides a comprehensive benefits package including health, life, and disability insurance, a generous 401(k) employer match, paid holidays, and PTO.

#LI-Hybrid

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients’ other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing company policies and procedure
• Other duties as needed

Required Knowledge, Skills and Abilities:

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

#LI-Hybrid

Technical Business Analyst
Location: Dallas, Texas (Hybrid) | Practice Area: Business Consulting | Type: Permanent

Bridge business needs and technical solutions to deliver impactful data-driven transformation.

The Role
As a Technical Business Analyst at Capco, you will play a critical role in delivering data management and transformation initiatives. You will collaborate with stakeholders to gather and translate business requirements into technical solutions, ensuring alignment across business, data, and technology teams. You will also support Agile delivery by managing backlogs, tracking progress, and contributing to solution design and implementation.

What You’ll Do

• Collaborate with stakeholders to gather, document, and prioritize business and technical requirements
• Translate requirements into user stories, epics, and acceptance criteria for Agile delivery
• Support data-focused initiatives by working closely with data architects and analysts on solution design
• Track project progress, manage backlogs, and coordinate releases using tools such as JIRA and Confluence
• Contribute to testing, implementation, and issue resolution to ensure high-quality delivery

What We’re Looking For

• 4+ years of experience as a Technical Business Analyst in Agile environments
• Strong experience in requirements gathering, documentation, and stakeholder engagement
• Experience with SQL (Oracle, SQL Server; MongoDB is a plus) and data analysis
• Ability to translate business requirements into technical specifications and design artifacts
• Strong communication, organization, and problem-solving skills

Bonus Points For

• Experience working on data management or data lineage projects
• Familiarity with UAT planning, execution, and documentation
• Experience with process modeling, wireframes, or design documentation
• Experience identifying and managing risks, issues, and dependencies
• Experience working in financial services or consulting environments

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions
• Work in a collaborative, flat, and entrepreneurial consulting culture
• Access continuous learning, training, and industry certifications
• Be part of a team shaping the future of digital financial services
• Help shape the future of digital transformation across FS & Energy.

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Medical, Dental, Vision coverage
• 401(k) with employer match
• Paid parental leave and dependent care support
• Tuition and wellness reimbursement programs
• Access to employee discount platforms and commuter benefits

Use of Artificial Intelligence in Talent Acquisition
At Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.

AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.

Inclusion at Capco
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.

We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.

Position Summary: The Senior Financial Analyst will play a key role in supporting the firm’s financial performance through accurate reporting, forecasting, and analysis. This position focuses on delivering actionable insights to help leadership make informed decisions. The ideal candidate is highly analytical, detail-oriented, and comfortable working with large data sets in a fast-paced professional services environment.

 Key Responsibilities

• Assist with annual budgeting and monthly/quarterly forecasting, ensuring accuracy and alignment with firm objectives.
• Prepare and maintain financial reports and dashboards, including revenue, expense, and profitability metrics.
• Conduct variance analysis and identify trends, risks, and opportunities for improvement.
• Support matter-level profitability analysis, including cost allocation and realization tracking.
• Monitor cash flow drivers, WIP, and AR aging; provide insights to improve collections and working capital.
• Develop and maintain financial models for scenario planning and ad hoc analysis.
• Collaborate with Finance and Operations teams to ensure data integrity and process efficiency.
• Assist in system reporting enhancements and automation using Excel and BI tools (Power BI/Tableau).

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or Master’s preferred.
• Experience: Minimum 5 years of FP&A or financial analysis experience; law firm or professional services experience preferred.
• Technical Skills:
• Advanced Excel (pivot tables, formulas, modeling).
• Familiarity with BI tools (Power BI, Tableau).
• Experience with ERP or time/billing systems
• Strong understanding of budgeting, forecasting, and financial reporting principles.
• Ability to analyze complex data and present clear, concise insights.
• Excellent organizational skills and attention to detail.
• Strong communication skills and ability to work collaboratively across teams.

Physical Requirements:  

• Office environment with normal business hours necessary to satisfactorily perform job functions.   
• Stationary Position – Must be able to remain in a stationary position up to 50% of the time.  
• Move or Traverse – This position needs to occasionally move about inside the office to access file cabinets, meeting rooms, office machinery, etc.  May occasionally ascends/descends the stairs to get to other floors, cafeteria and parking area.
• Dexterity – constantly operates a computer and other office machinery such as a copy machine/printer.  
• Move, Transport, Position, Put, Install, Remove - Occasionally moves supplies weighing up to 10 pounds for various presentation and event needs. 
• Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer).

Benefits and Perks:

• Medical, dental, vision
• Company paid Life and AD&D Insurance
• Company Paid STD (with no waiting period) and LTD Insurance
• Option to purchase additional Life and AD&D Insurance
• Voluntary Critical Illness, Accident, and Hospital Indemnity Coverage
• 401(k) with company contributions
• Paid Time Off
• 10 Company Holidays 
• Tuition Reimbursement

We are searching for a Senior Data Analyst, Workforce Strategy to join the Operations Excellence team, who would be based in Dallas, TX. In this role, you will forecast, allocate, and optimize all operations headcount to align resource plans and schedules to hiring and vendor engagement strategies. You will be at the forefront of our staffing and vendor management strategy, working closely with cross-functional teams to gather and analyze data, identify trends, and develop plans that support our operational goals. This role requires strategic orchestration, analyzing workforce needs, and driving momentum under a fast-paced, ever-changing environment.

In this role, you will:

• Partner with Operations, Strategy, Recruiting, and Finance leaders to forecast and align headcount needs against organizational strategy and roadmap
• Build sophisticated financial and operational models that connect business drivers to staffing requirements, recruiting / vendor management plans, and budget implications
• Build intuitive dashboards, metrics, and reports that highlight staffing utilization, labor productivity constraints, and capacity gaps
• Partner with senior Operations and Finance leaders to develop scenarios balancing service levels, cost optimization, and growth objectives
• Apply probabilistic modeling, Python-based simulation modeling, and artificial intelligence to simulate cost & efficiency trade-offs and resource optimization
• Lead monthly headcount data analysis and vendor management strategy reviews to synthesize headcount performance inputs from multiple stakeholders into cohesive strategic recommendations
• Analyze large, disparate datasets to uncover statistical trends in labor productivity and attrition
• Monitor workforce KPIs and identify program gaps or execution issues that impact profitability and scalability
• Improving data integrity and automating manual reporting workflows to increase functional efficiency

Required Qualifications: 

• 5+ years of experience in data science, management consulting, investment banking, engineering operations, FP&A, or strategic operations, ideally in a fast-scaling tech environment
• Bachelor’s degree and / or work experience in a quantitative field (e.g. Operations Research, Business Analytics, Economics, Math, Statistics, Finance)
• Exceptional Excel / Gsheets financial modeling skills, SQL, Python and statistical modeling skills and working with business intelligence tools (e.g., Mode, Tableau)
• Experience building/maintaining data pipelines and DBT models
• Strategic mindset with ability to balance detailed analysis with big-picture thinking
• Track record of multi-functional leadership and excellent stakeholder management to drive rapid, effective execution across the organization
• Strong executive presence with demonstrated ability to communicate complex analyses clearly to senior stakeholders
• Superior attention to detail
• Ownership mentality to drive issues and tasks to completion, with a strong bias for action

The base salary range for this position is $104,000 - $150,000 per year. Aurora’s pay ranges are determined by role, level, and location. Within the range, the successful candidate’s starting base pay will be determined based on factors including job-related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. The successful candidate will also be eligible for an annual bonus, equity compensation, and benefits.

 #LI-KM2

 #Mid-Senior 

Business Analyst – Retail Energy
Location: Dallas, Texas (Hybrid) | Practice Area: Business Consulting | Type: Permanent

Shape the future of retail energy by translating complex business needs into impactful technology solutions.

The Role
As a Business Analyst specializing in Retail Energy, you will support clients in delivering transformation initiatives across the energy sector. You will work closely with stakeholders to understand strategic objectives, gather and translate requirements, and bridge the gap between business and technology teams. This role requires strong analytical capability, industry knowledge, and the ability to deliver high-quality consulting outcomes.

What You’ll Do

• Facilitate client workshops and meetings to gather, analyze, and document business and functional requirements
• Develop business requirement documents (BRDs), user stories, and process models to support solution design
• Analyze current and future state processes to identify gaps and recommend improvements
• Collaborate with stakeholders and technical teams to ensure accurate translation of business needs into solutions
• Produce high-quality deliverables including reports, presentations, and consulting documentation

What We’re Looking For

• 4+ years of experience as a Business Analyst, ideally within Retail Energy
• Experience with CIS/Billing, EDI, Customer Care, or energy retail products (C&I or Mass Market)
• Strong skills in requirements gathering, process mapping, and stakeholder engagement
• Experience working in consulting or professional services environments preferred
• Bachelor’s degree in a relevant field such as Business, Finance, Computer Science, or similar

Bonus Points For

• Experience across broader energy domains such as wholesale, settlements, or utilities
• Exposure to business case development and consulting methodologies
• Familiarity with data modeling or basic scripting
• Experience contributing to reusable consulting assets (e.g., templates, frameworks)
• Advanced degree in a related discipline

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions
• Work in a collaborative, flat, and entrepreneurial consulting culture
• Access continuous learning, training, and industry certifications
• Be part of a team shaping the future of digital financial services
• Help shape the future of digital transformation across FS & Energy.

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Medical, Dental, Vision coverage
• 401(k) with employer match
• Paid parental leave and dependent care support
• Tuition and wellness reimbursement programs
• Access to employee discount platforms and commuter benefits

Use of Artificial Intelligence in Talent Acquisition
At Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.

AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.

Inclusion at Capco
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.

We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.

 The Role

This is a full-time role based in Dallas, Texas. Sixth Street has an immediate opening for a bright, hard-working individual to join our Portfolio Accounting team in Dallas. The Portfolio Accounting team is focused on supporting investing and accounting activities across our private equity, hybrid, and liquid credit funds. The role will be an integral part of a developing team in a fast-paced, entrepreneurial work environment. This individual will be involved in several facets of the operations, including counterparty management, cash management and treasury functions, and reporting and investment performance/analysis deliverables.

Core Responsibilities

• Work with the Operations and Accounting teams to support, record and reconcile investing and related cash activities
• Perform investment, cash and custody reconciliations with the fund administrators and resolve discrepancies
• Monitor investment pipelines
• Ensure the timely and accurate booking of fund investments to the accounting and other key systems
• Assist with the production of daily and monthly reporting that is distributed to all Investment Professionals and Management.
• Participate in a wide variety of special projects, both operating and financial, and compile a variety of special reports

What We Value

• Strong written and oral communication skills
• Strong player/coach that is hands-on and wants to be an “in the details” team member
• Excellent understanding and application of GAAP and industry accounting practices
• Detail-oriented, organized, responsible, and proactive
• Ability to meet time-sensitive business, regulatory and contractual requirements
• Adept at problem solving
• Self-motivated, willing to work in a team environment and successful in driving consensus with desired results
• An eye for detail and ability to focus on multiple deliverables

Preferred

• 2-5 years accounting experience in a combination of public accounting (either audit or tax), alternative asset or investment management firm, or fund admin
• Experience with alternative investments, credit and structured products investments, private equity and partnership accounting, fund administration, and Advent Geneva are preferred
• Experience with investment performance reporting and analytics are a plus
• Strong accounting and excel skills; professional certification (CPA or equivalent)

About Sixth Street

Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth.

Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.

We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.

We believe adhering to our core values is a competitive advantage. Everyone on our team contributes their perspectives and expertise to help us solve complex challenges and get to the right answer. At Sixth Street, the best idea wins.

For more information, visit the Sixth Street Careers site or follow us on LinkedIn.

Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.   

If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara (cbombara@sixthstreet.com). 

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).

If you are not eligible for this role, please refer to our Careers Page for other opportunities.

Business Intelligence & Data Analyst

Location: Hybrid
Type: Full-Time
Reports to: Director of Business Intelligence

We're looking for an analytically strong, hands-on BI & Data Analyst with 3-5 years of experience turning data into decisions. In this role, you'll own our Power BI environment, work directly in Microsoft Fabric, and partner across the business to deliver reporting and insights that drive better decisions.

About MyFundedFutures

MyFundedFutures (MFF) is a fast-growing futures evaluation and trading firm built for the next generation of global traders. We sit at the intersection of capital markets, technology, and risk, giving traders the tools, capital, and infrastructure to succeed.

Our data platform is already built on Microsoft Fabric using a Medallion architecture (Bronze, Silver, Gold), with clean, structured data flowing across trading platforms, CRM, risk engines, payments, support, and marketing data. The foundation is in place. Now we need someone to expand our Power BI ecosystem across the business and help strengthen a culture where decisions are backed by data.

What You'll Be Doing

Data & Reporting

• Own our Power BI environment end to end, including semantic models, DAX, and dashboards for executive leadership, risk, finance, operations, marketing, and support.
• Maintain and improve data pipelines in Microsoft Fabric, including Data Pipelines, Dataflows, and Notebooks, to keep data flowing reliably across the business.
• Build scalable data models using star schema and fact/dimension design principles.
• Deliver automated daily, weekly, and monthly reporting that gives teams timely, reliable access to key metrics.

Analysis & Insights

• Analyze trader behavior, including success rates, churn, risk signals, and anomalies.
• Support pricing, product, and growth decisions through scenario modeling, sensitivity analysis, and financial performance reviews.
• Identify early warning signals in risk and operational data before they become larger issues.

Cross-Functional Partnership

• Partner closely with the COO, Risk, Finance, Marketing, Product, and Support teams to translate business questions into analytical frameworks and actionable insights.
• Act as a trusted internal partner who helps teams understand what is happening in their area of the business and why.

What We're Looking For

Required

• 3-5 years of experience in business intelligence, data analytics, or a related field.
• Strong SQL skills, including complex queries, CTEs, window functions, and performance tuning.
• Hands-on Power BI experience, including semantic models, DAX, and business-critical reporting.
• Python and/or PySpark experience for data work, including pandas, scripting, API calls, and automation.
• Strong data modeling fundamentals, including schema design, grain definition, and scalable reporting structures.
• Experience with Microsoft Fabric or a comparable platform such as Azure Synapse, Data Factory, or Databricks.
• Experience integrating data from APIs, webhooks, or third-party SaaS platforms.
  
  

Nice to Have

• Experience in capital markets, futures trading, prop firms, or brokerage operations.
• Familiarity with drawdowns, leverage, volatility, and liquidation concepts.
• Experience working with financial time-series data.
• Interest in machine learning use cases such as churn prediction, anomaly detection, and forecasting, with openness to tools such as AutoML and MLflow as that capability evolves.

How You Work

• You translate complex data into clear, practical narratives for non-technical stakeholders.
• You work autonomously and are comfortable taking initiative in a fast-moving environment.
• You bring a strong sense of ownership and follow through on problems from identification to resolution.
• You are comfortable operating in ambiguity and can create structure when priorities are evolving.
• You think critically and creatively, challenge assumptions, and look for better ways to solve problems.

Why MFF

• Help shape how a high-growth trading firm makes decisions.
• Work alongside experienced operators from capital markets, fintech, and trading technology.
• Flexible work environment focused on outcomes and impact.
• Competitive compensation and meaningful room to grow as the company scales.

We are seeking a Senior Revenue Analyst to join our revenue accounting team for the Navan Expense product. This individual will own crucial month-end close activities, ensure accurate revenue recognition under ASC 606, and maintain strong internal controls. The ideal candidate is a proactive problem-solver with strong technical accounting skills and a commitment to process improvement and automations. This role is ideal for someone who not only excels in processing large amounts of financial data but also challenges the status quo when things don’t look right.

What You’ll Do:

• Prepare and post monthly journal entries for revenue and revenue-related transactions, ensuring completeness, accuracy, and compliance with GAAP.
• Prepare monthly account reconciliations to ensure complete and accurate reporting.
• Support external and internal audits by providing documentation, analysis, and explanations of revenue-related transactions.
• Collaborate with the Product, Operations and IT teams to ensure data relied upon for revenue accounting is complete and accurate. 
• Drive process improvements and automations within the revenue recognition cycle to enhance efficiency and scalability. 
• Ensuring appropriate application of internal controls related to the revenue cycle to ensure SOX compliance. 
• Flexibility to adapt to changing priorities and projects.
• A strong team player that participates in accomplishing team goals.
• Provide revenue reporting and analysis to senior leadership and other stakeholders.

What We’re Looking For:

• Bachelor’s degree in accounting or finance
• CPA license preferred
• 3+ years of experience in accounting
• 2+ years auditing experience at a public accounting firm is preferred 
• Strong, in-depth understanding of GAAP and the proven ability to research technical accounting topics
• Strong understanding of ASC 606
• Familiarity with SOX internal control compliance is a plus
• Technical Skills:
  • Intermediate to advanced proficiency with Microsoft Office, especially Excel is required 
  • Experience with NetSuite or other ERP systems is a plus 
  • Experience with analytics and automation tools is a plus (e.g. Alteryx, Thoughtspot, Tableau)
  • Proven ability to quickly learn and work with various software platforms

Associate, Financial Institutions Group

Brunswick Group is seeking an Associate to join our growing Financial Institutions Group in New York or Washington, DC. 

Brunswick’s Financial Institutions Group advises the world’s leading financial services organizations on how to solve complex, multi-stakeholder challenges while navigating regulation across geographies in a highly scrutinized and volatile environment.

Drawing on our global expertise in media, capital markets, policy, law, research, and crisis and issues management, we develop communications strategies that build and protect corporate reputation over the long term, and through critical moments including mergers and acquisitions, IPOs, capital raisings, leadership changes, governance matters, and responses to activist shareholders.

About the Role:

Client Contribution & Handling

• Serve as an expert advisor to clients on reputation, financial and crisis situations
• Provide relevant insight, guidance and advice to clients
• Play an integral role in the new business process; manage RFPs and participate in pitch preparation

• Deliver strategic advice to clients, drawing on financial institutions communications expertise and depth of professional advisory experience - and contributing to formulation of advice on strategy and communications approach
• Represent the firm in discussions of complex situations with senior executives at client organizations
• Seve as the main point of contact for clients in day-to-day communications.
• Demonstrate deep knowledge of the clients’ businesses and strategic communications issues
• Monitor level of account profitability and intervening as necessary

Communication Skills

• Write thoughtful, well-structured content; considering audience in style and tone of communications
• Express a well-developed point of view; analyzing and distilling complex information
• Exhibit good judgment and exercising discretion
• Question and challenge in a constructive way; presenting unpopular ideas confidently

Team Management

• Manage and mentor team members; work with Partners and Directors on the day-to-day management of staff and client deliverables
• Manage the development of key client documents by playing a vital role in drafting, editing and routing throughout the internal process and external delivery
• Oversee research assignments; distill large volumes of information into the most impactful and helpful insights
• Plan and execute client announcements and events, managing:
• Preparation of strategic communications documents including talking points, Q&As, day-of rollouts, media backgrounders, etc.
• Media handling and approach
• Announcement or event logistics

Networking

• Foster a network of journalist contacts and relationships
• Develop relationships with the analyst and investor community to understand issues and priorities
• Proactively build a network locally to identify talent referrals, new business prospects and media contacts

What We're Looking For

Knowledge, Skills, and Abilities:

• 7-10+ years of relevant work experience in an advisory role focused on corporate reputation, financial and crisis situations
• Deep understanding of business and finance
• Ability to operate effectively in an entrepreneurial, fast-paced environment
• Exceptional written and verbal communication ability
• Energetic team player with strong self-motivation
• Experience managing teams and passionate about mentoring junior staff
• Ability to think strategically and creatively, with strong problem-solving skills
• Strong attention to detail with the ability to multitask in high-pressure situations
• Exhibit discretion with confidential client matters
• Knowledge of the media landscape
• Knowledge of Factiva, Bloomberg and other research resources

Ideal Candidate:

• A rising advisor with experience counseling financial institution clients on business-critical issues (e.g. crisis, M&A, financial situations, geopolitical, etc.)
• Adept at navigating and succeeding within high-performance, entrepreneurial environments
• Excellent communicator with professional polish and strong emotional intelligence
• Entrepreneurial and collaborative spirit
• Desire to mentor and willingness to train junior staff
• Terrific sense of humor

Why Join Us

Whether you are joining a client facing team, a core services team, or starting out on your professional career journey, joining Brunswick unlocks a range of exceptional employee benefits to support your financial future, health and wellness, family and community and continuous professional development.

The successful applicant will be eligible for the following compensation and benefits package: 

Base Pay: The annual base compensation range for this role is $130,000-$170,000. The base pay offered will be determined by factors including experience, skills, training, office location, certifications, and education.

Bonus Eligibility: Annual discretionary bonus contingent upon individual and firm-wide performance.

Benefits: Medical, Dental, and Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Commuter Benefits. Generous Paid Time Off: 25 vacation days and 10 days sick leave, as well as 11 paid company holidays. Firm-sponsored 401(k) Plan with 3% automatic company contribution of base and bonus with an additional 1.5% profit share– immediate vesting. Career training and development opportunities. Employee discounts.

Office Policy: At Brunswick, our work is a craft that thrives in teaching environments – whether in our offices or on-site with clients – through real-time observation, collaboration, human connection, clear guidance and by challenging one another to keep getting better. Our policy is that our team members are in person – either in the office or on-site with clients – at least four days each week.

The firm will provide reasonable accommodation to qualified applicants or employees, as defined by applicable law. In addition to the application, the process may include virtual and in-person interviews, as well as an assessment, which may be timed. To request an accommodation during our application and hiring process, email americasaccommodations@brunswickgroup.com.

Acquisitions Analyst

Reports to: Market Officer

Location: Speed Bay Warehouse Solutions – Dallas, Texas
Schedule: Full-time, Exempt, In-Office

Overview

Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group—whose 30-year track record includes over $25 billion in real estate transactions—the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance.

This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US.

About the Role

The Acquisitions Associate will play a key role in supporting the evaluation and execution of commercial real estate investments. This individual will be responsible for financial modeling, underwriting, and asset valuation using tools such as Argus Enterprise (AE) and Microsoft Excel. In addition, the Associate will contribute to the preparation of investment presentations, investor memos, and internal reports to support decision-making. The ideal candidate is proactive, detail-oriented, and able to balance multiple priorities in a fast-paced environment. Strong organizational and project management skills are essential, along with the ability to work independently as well as collaboratively across teams. A successful candidate will demonstrate initiative, problem-solving ability, and a focus on driving efficiencies within the investment process.

Key Responsibilities

• Build and maintain detailed financial models and cash flow projections using Microsoft Excel, Argus Enterprise, and Argus DCF.
• Prepare comprehensive investment memoranda for internal stakeholders and external partners, translating complex financial data into clear, actionable insights.
• Analyze property-level financials including historical operating results, budgets, rent rolls, leases, loan agreements, and ground leases.
• Review real estate documents related to ownership structures, contracts, accounting, and operational performance.
• Collaborate with brokers, lenders, and third-party consultants to validate assumptions and strengthen underwriting analyses.
• Prepare lease abstracts and conduct detailed lease reviews to assess risk and identify value opportunities.
• Perform market and property-level research utilizing industry platforms (e.g., CoStar, Greenstreet…etc.) to support investment decision-making.
• Evaluate CAM reconciliations, operating statements, and debt documents to ensure accuracy and consistency across models.
• Monitor market trends and real estate fundamentals to inform and refine underwriting assumptions.
• Identify key financial and operational drivers at the asset level and provide recommendations to enhance value and resolve challenges.
• Travel as required to fulfill job responsibilities and attend meetings, trainings, or events, based on business needs.

Qualifications

• 1-2 years of experience in commercial real estate and financial analysis
• Strong understanding and knowledge of the industrial sector a plus
• Substantial proficiency in MS Excel and Argus Enterprise; considered an expert with financial and data modeling
• Must have extremely strong work ethic, high attention to detail, be organized and have the ability to work under pressure and meet deadlines.
• Excellent verbal and written communication skills
• Ability to anticipate needs, think critically, and offer solutions
• Professional demeanor, discretion, and a proactive mindset

What We Offer

• Competitive salary + bonus structure
• Benefits package including Medical, Dental, Vision and Life Insurance
• 401k Plan with company match
• Paid office parking
• Growth opportunities within a thriving real estate company
• A collaborative and supportive work environment
• The opportunity to directly impact executive success and office culture

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. 

The annual full-time base salary range for this role is:

$90,000 - $110,000

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval.  Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.

Pay Transparency Nondiscrimination Provision:

Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal

Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Senior Analyst, Actuarial will play a key role in Oscar’s valuation function, focusing specifically on risk adjustment across all Affordable Care Act (ACA) markets. This role will own the maintenance and review of actuarial models used to develop risk adjustment accrual estimates, forecasting estimates, and various other analyses.  This is a very dynamic space, which makes this a great opportunity to work on interesting projects and have a BIG impact.

You will report into the Director, Actuarial.

Work Location: This is a remote position, open to candidates who reside in:  Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Model Management: Maintain and enhance core risk adjustment reporting and forecasting models, ensuring consistency and standardization across all team users.
• Infrastructure & Design: Serve as a key contributor in improving modeling infrastructure; develop recommendations for model design decisions, best practices, and automation/documentation standards.
• Financial Strategy: Develop recommendations for the risk adjustment accrual setting process and provide data-driven insights for the financial planning process.
• Trend Analysis: Identify, triage, and investigate core drivers of observed trends across plan designs, providers, vendors, and markets.
• Stakeholder Engagement: Maintain strong relationships and clear lines of communication with internal and external stakeholders.
• Team Development: Aid in the onboarding of new analysts by collaborating and integrating them into existing processes.
• Governance: Compliance with all applicable laws and regulations.
• Other duties as assigned.
•  

Requirements:

• Bachelor's degree in a STEM field.
• Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one.
• 3+ years of experience in a related field.

Bonus points:

• Strong knowledge of core health insurance concepts and experience with actuarial applications.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.

The Role

The position is part of a growing team primarily responsible for the accounting and reporting functions for the Sixth Street Management Companies.

Core Responsibilities

• Assist with accounting responsibilities within the quarterly close cycle
• Assist in performing a detailed monthly review of all P&L activity by Business Unit
• Assist with process to produce financial reporting deliverables for external parties
• Assist with process to produce financial reporting deliverables for management
• Assist with expense allocation close process including reviewing and analyzing all expenses booked, and understanding the related allocation methodologies of these expenses to the management companies
• Assist with employee allocations process
• Interact with different departments in the firm including Deal Team, Fund Accounting, IT, Operations, Compliance, Financial Planning & Strategy, Tax, and Accounts Payable
• Help develop and maintain efficient internal controls and business processes
• Continuously identify efficiencies and improve effectiveness by determining best practice
• Manage and perform special projects and analysis for leadership

What We Value

• Qualified candidates should possess an Accounting or Finance degree and have 2-4 years of relevant experience
• Strong accounting acumen and knowledge of GAAP and Statutory accounting principles
• Professional certifications are a plus (CPA or equivalent)
• Big 4 public accounting experience preferred
• Experience with alternative investments and management company accounting preferred
• Alteryx experience preferred

Preferred

• Candidate should be well versed in Excel and have G/L and reporting experience
• Candidate must possess strong technical, organizational, communication (both oral and written) and analytical skills
• Strong understanding and application of accounting rules and industry accounting practices
• Candidate must possess project management skills in order prioritize and focus when various work streams are occurring concurrently
• Detail-oriented, responsible and proactive

About Sixth Street

Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth.

Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.

We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.

We believe adhering to our core values is a competitive advantage. Everyone on our team contributes their perspectives and expertise to help us solve complex challenges and get to the right answer. At Sixth Street, the best idea wins.

For more information, visit the Sixth Street Careers site or follow us on LinkedIn.

Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.   

If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara.

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).

If you are not eligible for this role, please refer to our Careers Page for other opportunities.

Data Analyst – Inspire11 
 

Elevens, as we call ourselves here, are curiously smart, purposefully scrappy, and dedicated to the highest standard of quality. By being true to ourselves and others, we create a respectful environment that enhances collaboration, drives growth through high expectations, and ensures alignment with our core values. Inspire11 is more than a modern business and technology consulting firm; we're a revolution. We work differently — and it shows. Every move we make is tied to measurable value, and our success aligns with our clients’ success. We partner to simplify the complex, solve sustainably, and stay ahead by continuously pushing our own thinking forward. Value creation isn't something we talk about — it's something we live, every day.  

At Inspire11, we're not just offering a job; we're providing a platform for you to transform the future. You'll feel right at home here if you think differently, build boldly, and lead with impact. We're a place where your unique perspective is valued, your boldness is celebrated, and your potential is unleashed. 

• Growth Through Challenge:  We hold ourselves to the highest standards of excellence and accountability. At Inspire11, we are committed to delivering exceptional results and empowering our employees to take ownership of their work and drive meaningful impact. You'll work alongside elite consultants who challenge you to expand your skills and think even more creatively. 

• The Autonomy to do Your Best Work: Here, outcomes matter more than outputs. It's about the value we create. You'll have the autonomy to shape your work, drive decisions, and make an impact—not just for our clients but for your growth. You'll be challenged to think strategically, anticipate needs, and solve problems. Bold thinking, creative approaches, and challenging conventional wisdom are part of our DNA. Our clients rely on us to lead them into what's next. 

• Diverse Perspectives Driving Innovative Solutions: We champion inclusivity and authenticity, knowing that diverse perspectives drive better solutions. You'll be encouraged to bring your whole self to work, knowing that's where true innovation happens. We also believe that doing great work should be fun. Our culture thrives on energy, camaraderie, and appreciating the unique contributions that make Inspire11 an amazing place. Our teams get energy from being the best they can be. 

What you can expect in this role:
As a Data Analyst, you will serve as a bridge between data and decision-making. You’ll uncover insights, design data products, and help clients realize value through analytics. Your responsibilities will include: 

• Uncovering client needs through stakeholder interviews, process mapping, and exploratory data analysis.
• Assessing and interpreting raw data sets to evaluate trends, data quality, performance metrics, and the accuracy of business logic.
• Designing and building impactful dashboards and reports using tools like Power BI, Tableau, or Looker.
• Profiling and interpreting data to identify patterns and translate them into actionable, insight-driven recommendations.
• Leveraging cloud data platforms (e.g., Snowflake, Databricks, Redshift, Synapse) to access and analyze data at scale.
• Interfacing directly with clients throughout the project lifecycle—gathering requirements, sharing insights, and iterating on deliverables.
• Collaborating cross-functionally with data engineers, architects, and solution owners to deliver holistic solutions.
• Facilitating Agile ceremonies and co-creation workshops with clients to shape iterative, high-impact solutions.
• Exploring opportunities to apply AI and GenAI to automate insights, accelerate reporting, or enhance decision intelligence. 

Tools for success:
We’re looking for analysts who combine technical acumen with consulting savvy and a growth mindset. Ideal candidates bring: 

• 2+ years of consulting experience with a focus on data analysis, BI, or analytics strategy.
• Strong SQL skills, with experience analyzing large datasets and building queries to uncover trends, metrics, and data relationships.
• Hands-on experience with data visualization tools such as Power BI, Tableau, or equivalent.
• Exposure to modern cloud data platforms, including Snowflake, Databricks, Redshift, or Synapse.
• Familiarity with AI and machine learning concepts—and a willingness to explore how GenAI (e.g., ChatGPT, Copilot) can support faster analysis and insight generation.
• Excellent communication and storytelling skills, including experience presenting findings to external stakeholders.
• Comfort in dynamic, cross-functional environments, with an agile mindset and a collaborative working style.
• This role requires the willingness and ability to be onsite at the Inspire11 or client location depending on project needs to maximize in-person collaboration and build stronger relationships. 

 Inspire11 is unable to sponsor employment visas at this time. Applicants must be legally authorized to work in the U.S. at the time of application and throughout the duration of employment. 

Inspire11’s Privacy Policy: https://www.inspire11.com/privacy-policy/  

U.S. Compensation & Benefits  

Compensation at Inspire11 
Inspire11 follows Title VII of the Civil Rights Act of 1964, the Equal Pay Act of 1963, the Illinois Human Rights Act, the Illinois Equal Wage Act, and the Illinois Equal Pay Act of 2003. We believe that people performing the same role at the same level, with similar levels of ability or experience, should be similarly compensated. We also believe that the most critical factors driving compensation should be an Eleven’s skill, experience, performance, responsibility, and effort. We may also consider an employee’s length of service, relevant education, training, or certification, and the requirements of a specific job. We may also consider whether the cost of living or competition for talent in specific markets requires adjustments in compensation for employees in those markets. Our goal is to fairly compensate all our Elevens based on these factors within the Company’s financial ability.   

Compensation may be increased or decreased at Inspire11’s discretion based on an employee’s performance reviews, market conditions, and the Company’s financial performance. Inspire11 will always notify an employee in writing before any change is made to their compensation.  

Bonuses 
We may allow employees in Sales, Recruiting, or Leadership to earn periodic bonuses based on sales, revenue, client-specific or practice-specific targets. These targets are communicated to each eligible employee via offer letter or annual update. All such target-based bonuses are calculated based on the Company and an individual’s periodic performance and will only be awarded if: (a) the employee is meeting performance expectations and is an employee in good standing of the Company; (b) the target is met; and (c) the Company’s current financial performance and market conditions permit the bonus to be paid out. All periodic bonuses are discretionary and are earned only when paid out.   

Each year, the Company will decide whether the Company’s financial performance, market performance, and business realities allow it to create an annual bonus pool. If the Company decides that annual bonuses may be awarded, then the Leadership Team will grant annual bonuses to employees in good standing based on the same factors discussed in the previous paragraph while also considering employees’ diligence, performance, expertise, skill, judgment, and experience. To be eligible to participate in this annual bonus pool, an employee must be hired by no later than October 1st of the preceding year. Annual bonuses and merit increases may be prorated based on hire date. Employees eligible for target-based periodic bonuses are not eligible to participate in the annual bonus pool.   

Options or Other Equity in Inspire11 
Inspire11 has a legacy program that allowed certain high-performing employees to purchase shares of the Company through an affiliate. The Company also has a newer program that grants options annually to high-performing employees based on their performance reviews, their managers’ recommendation, and leadership approval. These options have a vesting period associated with them.  

Benefits 
Full-time employees are eligible for the following contributory benefits, where premiums are partially paid by the Company and partially by the employee:   

• Medical insurance plans, 
• Dental insurance plans, and  
• Vision insurance plans.  

Full-time employees are eligible for the following benefits provided wholly by the Company:  

• Short-term disability, providing for a benefit of 60% of an employee’s salary up to a maximum of $2,000 per week for up to 11 weeks after a 7-day waiting period; 
• Long-term disability, providing for 60% of an employee’s salary up to a maximum of $10,000 per month for the time period from the 91st day after a qualifying event through the earlier of the end of the disability or age 67; 
• Life insurance, providing for a benefit of two times the employee’s annual salary, up to a maximum payout of $400,000;   
• A connectivity stipend of $325 annually; 
• Employee Assistance Program, providing for confidential counseling sessions, 24-hour crisis support, online peer support groups, skills training, behavioral health coaching, initial free legal consultations (and discounted rates on referred lawyers), online legal forms, assistance with eldercare and parenting services, among other things.  

Full-time employees are also eligible to participate in the Company’s 401(k) plan, which allows employees to contribute to a standard or Roth IRA. According to a vesting schedule, the Company matches 100% of employee contributions up to 3% of an employee’s salary.  

Depending on eligibility and their elections, full-time employees may also have access to certain tax-advantaged savings accounts set up through the Company, into which employees contribute withheld funds:   

• Flexible savings accounts
• Limited-purpose flexible savings accounts  
• Healthcare savings accounts
• Dependent care savings accounts  
• Commuter benefit accounts  

Paid Time Off and Leave 
Inspire11 grants all eligible employees any statutory leave required by federal, Illinois, or other applicable law, such as FMLA, bereavement, sick leave, emergency leave, jury duty or witness leave, and VESSA leave.   

In addition, Inspire11 has a self-managed paid time off policy (PTO) that does not set predetermined upper limits on the amount of PTO an employee may take. All PTO must be requested in advance and approved by the appropriate supervisor to ensure client work can continue. All full-time employees are expected to take a minimum of one week of PTO each year.   

Inspire11 offers paid parental leave to full-time employees who have been with the company for at least one year. Birthing parents are eligible for up to 12 weeks of paid parental leave, while non-birthing parents are eligible for up to 6 weeks. Short-term disability (STD) benefits are also provided following childbirth. When combined with PTO and STD, birthing parents may receive a total of 18–20 weeks of paid leave. Lastly, Inspire11 has eight paid holidays.  

Other Benefits 
Inspire11 also maintains other programs that provide additional benefits to employees, such as:   

• Impact to 11: a charitable giving matching program where, after being employed by Inspire11 for a year, employees may request that a qualifying charity receive up to $500 in matching donations each year. 
• Professional development benefits for qualifying employees: a program allowing for reimbursement of certain course materials and costs on a discretionary basis for employees who have been at Inspire11 for at least 6 months, with supervisor’s approval. 
• Regular gifts of Inspire11 clothes, office items, and swag.  

Disclaimer 
This document applies only to the United States and to Inspire11 LLC, not our worldwide partners.  

Inspire11 reserves the right to change the benefits offered to employees in accordance with applicable law based on business needs, market conditions, and financial stability. Before changing any benefits, Company will notify all employees of the change and will update this document.  

EEOC 
Inspire11 is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. If you need assistance or a reasonable accommodation during the application process, please contact us at hr@inspire11.com, or inform your recruiting partner.  

Solution Analyst - Inspire11
 

Elevens, as we call ourselves here, are curiously smart, purposefully scrappy, and dedicated to the highest standard of quality. By being true to ourselves and others, we create a respectful environment that enhances collaboration, drives growth through high expectations, and ensures alignment with our core values. Inspire11 is more than a modern business and technology consulting firm; we're a revolution. We work differently — and it shows. Every move we make is tied to measurable value, and our success aligns with our clients’ success. We partner to simplify the complex, solve sustainably, and stay ahead by continuously pushing our own thinking forward. Value creation isn't something we talk about — it's something we live, every day. 

At Inspire11, we're not just offering a job; we're providing a platform for you to transform the future. You'll feel right at home here if you think differently, build boldly, and lead with impact. We're a place where your unique perspective is valued, your boldness is celebrated, and your potential is unleashed. 

• Growth Through Challenge:  We hold ourselves to the highest standards of excellence and accountability. At Inspire11, we are committed to delivering exceptional results and empowering our employees to take ownership of their work and drive meaningful impact. You'll work alongside elite consultants who challenge you to expand your skills and think even more creatively. 

• The Autonomy to do Your Best Work: Here, outcomes matter more than outputs. It's about the value we create. You'll have the autonomy to shape your work, drive decisions, and make an impact—not just for our clients but for your growth. You'll be challenged to think strategically, anticipate needs, and solve problems. Bold thinking, creative approaches, and challenging conventional wisdom are part of our DNA. Our clients rely on us to lead them into what's next. 

• Diverse Perspectives Driving Innovative Solutions: We champion inclusivity and authenticity, knowing that diverse perspectives drive better solutions. You'll be encouraged to bring your whole self to work, knowing that's where true innovation happens. We also believe that doing great work should be fun. Our culture thrives on energy, camaraderie, and appreciating the unique contributions that make Inspire11 an amazing place. Our teams get energy from being the best they can be. 

 What you can expect in this role: 

• Collaborate with clients and stakeholders to define, document, and validate business and technical requirements that align with business goals.
• Decompose requirements into succinct and actionable user stories to drive solution delivery.
• Facilitate Agile ceremonies and support cross-functional teams in adhering to Agile and SDLC frameworks.
• Leverage the latest automation capabilities to drive efficiencies across discovery and development activities. 
• Act as a liason across business and technical delivery teams, ensuring alignment and shared understanding.
• Support product ideation, discovery, and solution design through data profiling, rapid prototyping, and exploratory analysis.  
• Proactively identify risks, resolve conflicts, and ensure timely, high-quality delivery of solutions. 

 Tools for success: 

• 3–5 years of experience in business analysis, system analysis, or related consulting roles, with exposure to Agile delivery models.
• Proven ability to generate user stories, manage backlogs, and facilitate Agile ceremonies. 
• Strong client management, relationship building, communication, and problem-solving skills.
• Experience in technical product decomposition, requirements traceability, and risk management.
• Familiarity with data storytelling, SQL, BI tools, and technical requirements capture is a plus.
• Organized, detail-oriented, and comfortable managing multiple workstreams in dynamic, fast-paced environments. 

This role requires the willingness and ability to be onsite at the Inspire11 or client location depending on project needs to maximize in-person collaboration and build stronger relationships. 

Inspire11 is unable to sponsor employment visas at this time. Applicants must be legally authorized to work in the U.S. at the time of application and throughout the duration of employment. 

Inspire11’s Privacy Policy: https://www.inspire11.com/privacy-policy/  

U.S. Compensation & Benefits  

Compensation at Inspire11 
Inspire11 follows Title VII of the Civil Rights Act of 1964, the Equal Pay Act of 1963, the Illinois Human Rights Act, the Illinois Equal Wage Act, and the Illinois Equal Pay Act of 2003. We believe that people performing the same role at the same level, with similar levels of ability or experience, should be similarly compensated. We also believe that the most critical factors driving compensation should be an Eleven’s skill, experience, performance, responsibility, and effort. We may also consider an employee’s length of service, relevant education, training, or certification, and the requirements of a specific job. We may also consider whether the cost of living or competition for talent in specific markets requires adjustments in compensation for employees in those markets. Our goal is to fairly compensate all our Elevens based on these factors within the Company’s financial ability.   

Compensation may be increased or decreased at Inspire11’s discretion based on an employee’s performance reviews, market conditions, and the Company’s financial performance. Inspire11 will always notify an employee in writing before any change is made to their compensation.  

Bonuses 
We may allow employees in Sales, Recruiting, or Leadership to earn periodic bonuses based on sales, revenue, client-specific or practice-specific targets. These targets are communicated to each eligible employee via offer letter or annual update. All such target-based bonuses are calculated based on the Company and an individual’s periodic performance and will only be awarded if: (a) the employee is meeting performance expectations and is an employee in good standing of the Company; (b) the target is met; and (c) the Company’s current financial performance and market conditions permit the bonus to be paid out. All periodic bonuses are discretionary and are earned only when paid out.   

Each year, the Company will decide whether the Company’s financial performance, market performance, and business realities allow it to create an annual bonus pool. If the Company decides that annual bonuses may be awarded, then the Leadership Team will grant annual bonuses to employees in good standing based on the same factors discussed in the previous paragraph while also considering employees’ diligence, performance, expertise, skill, judgment, and experience. To be eligible to participate in this annual bonus pool, an employee must be hired by no later than October 1st of the preceding year. Annual bonuses and merit increases may be prorated based on hire date. Employees eligible for target-based periodic bonuses are not eligible to participate in the annual bonus pool.   

Options or Other Equity in Inspire11 
Inspire11 has a legacy program that allowed certain high-performing employees to purchase shares of the Company through an affiliate. The Company also has a newer program that grants options annually to high-performing employees based on their performance reviews, their managers’ recommendation, and leadership approval. These options have a vesting period associated with them.  

Benefits 
Full-time employees are eligible for the following contributory benefits, where premiums are partially paid by the Company and partially by the employee:   

• Medical insurance plans, 
• Dental insurance plans, and  
• Vision insurance plans.  

Full-time employees are eligible for the following benefits provided wholly by the Company:  

• Short-term disability, providing for a benefit of 60% of an employee’s salary up to a maximum of $2,000 per week for up to 11 weeks after a 7-day waiting period; 
• Long-term disability, providing for 60% of an employee’s salary up to a maximum of $10,000 per month for the time period from the 91st day after a qualifying event through the earlier of the end of the disability or age 67; 
• Life insurance, providing for a benefit of two times the employee’s annual salary, up to a maximum payout of $400,000;   
• A connectivity stipend of $325 annually; 
• Employee Assistance Program, providing for confidential counseling sessions, 24-hour crisis support, online peer support groups, skills training, behavioral health coaching, initial free legal consultations (and discounted rates on referred lawyers), online legal forms, assistance with eldercare and parenting services, among other things.  

Full-time employees are also eligible to participate in the Company’s 401(k) plan, which allows employees to contribute to a standard or Roth IRA. According to a vesting schedule, the Company matches 100% of employee contributions up to 3% of an employee’s salary.  

Depending on eligibility and their elections, full-time employees may also have access to certain tax-advantaged savings accounts set up through the Company, into which employees contribute withheld funds:   

• Flexible savings accounts
• Limited-purpose flexible savings accounts  
• Healthcare savings accounts
• Dependent care savings accounts  
• Commuter benefit accounts  

Paid Time Off and Leave 
Inspire11 grants all eligible employees any statutory leave required by federal, Illinois, or other applicable law, such as FMLA, bereavement, sick leave, emergency leave, jury duty or witness leave, and VESSA leave.   

In addition, Inspire11 has a self-managed paid time off policy (PTO) that does not set predetermined upper limits on the amount of PTO an employee may take. All PTO must be requested in advance and approved by the appropriate supervisor to ensure client work can continue. All full-time employees are expected to take a minimum of one week of PTO each year.   

Inspire11 offers paid parental leave to full-time employees who have been with the company for at least one year. Birthing parents are eligible for up to 12 weeks of paid parental leave, while non-birthing parents are eligible for up to 6 weeks. Short-term disability (STD) benefits are also provided following childbirth. When combined with PTO and STD, birthing parents may receive a total of 18–20 weeks of paid leave. Lastly, Inspire11 has eight paid holidays.  

Other Benefits 
Inspire11 also maintains other programs that provide additional benefits to employees, such as:   

• Impact to 11: a charitable giving matching program where, after being employed by Inspire11 for a year, employees may request that a qualifying charity receive up to $500 in matching donations each year. 
• Professional development benefits for qualifying employees: a program allowing for reimbursement of certain course materials and costs on a discretionary basis for employees who have been at Inspire11 for at least 6 months, with supervisor’s approval. 
• Regular gifts of Inspire11 clothes, office items, and swag.  

Disclaimer 
This document applies only to the United States and to Inspire11 LLC, not our worldwide partners.  

Inspire11 reserves the right to change the benefits offered to employees in accordance with applicable law based on business needs, market conditions, and financial stability. Before changing any benefits, Company will notify all employees of the change and will update this document.  

EEOC 
Inspire11 is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. If you need assistance or a reasonable accommodation during the application process, please contact us at hr@inspire11.com, or inform your recruiting partner.  

About the position

Altruist is entering an exciting new phase, and we're looking for an Tax and Retirement Operations Analyst to join our team. As a Tax & Retirement Operations Analyst, you’ll play a vital role behind the scenes, ensuring that all tax, cost basis, and retirement operations are accurate, compliant, and efficient. You’ll maintain the integrity of thousands of client accounts — processing transactions, reconciling data, producing tax forms, and ensuring compliance with IRS and regulatory standards.

This role is ideal for someone with exceptional attention to detail, a strong understanding of brokerage and retirement operations, and a drive to deliver operational excellence in a fast-paced fintech environment.

What you’ll do

• Maintain and update client cost basis across equities, mutual funds, ETFs, fixed income, and options.
• Process and reconcile corporate actions (splits, mergers, spin-offs, return of capital events) with real-time cost basis adjustments.
• Manage wash sales, gain/loss adjustments, and tax corrections in compliance with IRS standards.
• Support the production, review, and reconciliation of tax forms, including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 5498, and 1099-R.
• Investigate and resolve cost basis discrepancies by collaborating with custodians, fund companies, and internal teams.
• Ensure complete and accurate cost basis preservation during ACATs, non-ACATs, and asset transfers.
• Manage transactions including contributions, distributions, rollovers, RMD recalculations, Roth conversions, recharacterizations, and death claims.
• Collaborate with internal teams (Client Success, Compliance, Product, Engineering) to improve processes and resolve operational issues.
• Ensure all retirement operations meet regulatory and IRS standards, including Publication 590-A/B and the SECURE Acts.

What you’ll bring

• 1+ years of experience in financial operations, retirement services, cost basis management, or brokerage operations
• Bachelor’s degree or equivalent experience in financial services, operations, or accounting.
• Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting.
• Familiarity with a wide range of investment products (stocks, bonds, mutual funds, ETFs, options).
• Sharp attention to detail with strong analytical and problem-solving skills.
• Ability to prioritize, multitask, and thrive in a deadline-driven environment.
• Excellent written and verbal communication skills with the ability to collaborate cross-functionally.

Nice to have:

• FINRA Series 99 or Series 7 license (or willingness to obtain).
• Understanding of retirement vs. non-retirement tax treatment and beneficiary rules.
• Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting.

The Role

Sixth Street has an immediate opening for a bright, hard-working individual to join our team as a Fund Accounting Analyst or Senior Analyst to support several of our investment funds in Dallas, Texas. The ideal candidate will have the opportunity to be an integral part of a growing team in a fast-paced, entrepreneurial work environment. This person will be involved in several facets of the funds’ accounting, financial reporting, cash management, investor reporting, and fund performance/analysis deliverables.

Core Responsibilities

• Manage all accounting responsibilities within the monthly, quarterly, annual closing cycles
• Assist in oversight of the Funds’ Administrator
• Manage investor reporting and requests including capital calls, distributions, and reporting
• Assist with quarterly valuation process
• Assist fundraising team in preparing fund marketing documents
• Liaison with investment professionals on structuring, cash movements and investment performance
• Assist with complex waterfall and management fee calculations
• Manage the fund audit process and research questions from auditors
• Assist with various compliance reports (e.g., credit facility, limited partnership agreement, ect. )
• Assist with fund expense reporting and analysis
• Manage and perform special projects and analysis for firm leadership
• Identify and help solve for critical accounting and reporting issues

What We Value

• Strong written and oral communication skills
• Strong understanding and application of accounting rules and industry accounting practices
• Detail-oriented, responsible and proactive
• Deadline-oriented to meet time-sensitive regulatory and contractual requirements
• Adept at problem solving
• Candidate must be self-motivated and willing to work in a team environment
• Candidate must have attention to detail and be focused on multiple demands and deliverables

Preferred

• 3 - 5 years accounting experience in a combination of public accounting (either audit or tax), fund admin, or another private equity or investment management firm
• Professional certification (CPA or equivalent) strongly preferred
• Experience with alternative investments, private equity and partnership accounting, fund administration, and Advent Geneva are a plus
• Strong accounting and excel skills
• Experience with credit and structured products investments (Bank Debt, HY Bonds, CLOs)

About Sixth Street

Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth.

Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.

We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.

We believe adhering to our core values is a competitive advantage. Everyone on our team contributes their perspectives and expertise to help us solve complex challenges and get to the right answer. At Sixth Street, the best idea wins.

For more information, visit the Sixth Street Careers site or follow us on LinkedIn.

Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.   

If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara (cbombara@sixthstreet.com). 

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).

If you are not eligible for this role, please refer to our Careers Page for other opportunities.