Who You Are:

Galaxy is seeking a seasoned insurance Manager with 5+ years of experience in the construction industry to own the end-to-end insurance operations for a rapidly scaling data center portfolio. You will oversee all insurance broker relationships for the Data Centers Business. You must thrive in a fast-moving environment and will be expected to bring institutional rigor to a high-growth environment.

This role will lead the team’s approach to assessing, selecting, implementing, and maintaining insurance coverage across all Data Center workflows. This role is also responsible for developing and enhancing the Data Center Business’s integration of insurance and risk related procedures into vendor oversight frameworks, ensuring robust performance monitoring, compliance, and risk mitigation practices.  

The ideal candidate is highly organized, detail-oriented, and demonstrates a strong track record of delivering high-quality outputs in fast-paced, dynamic environments. Prior experience in the insurance sector — ideally with direct exposure to policy negotiation, compliance, and vendor due diligence — is essential.

What You’ll Do:

Insurance Management Responsibilities

• Own the end-to-end management of all Data Center insurance policies—including initial underwriting, renewal, claims management, and ongoing maintenance.
• Partner with construction, operations, finance, procurement, and legal to proactively identify and address any coverage gaps
• Partner with the legal team to draft, review, and negotiate insurance-related provisions in vendor agreements, construction contracts, lease agreements, and other contractual documents
• Serve as the internal point of contact for all Data Center insurance-related queries, including coverage interpretation and documentation.
• Liaise with brokers, underwriters, and external service providers to facilitate underwriting, onboarding, diligence, and policy implementation.
• Manage insurance coverage for data center equipment across its full lifecycle — procurement, transit, warehousing, and installation — serving as the primary liaison with logistics providers, freight forwarders, and warehousing partners to ensure adequate cargo, inland marine, and installation floater coverage at every stage.
• Drive cost optimization and ensure favorable terms through negotiation and strategic review.
• Oversee claims submission and collaborate with internal stakeholders to address emerging risk and control matters.

Vendor and Compliance Responsibilities

• Respond to due diligence requests from external counterparties, including Certificates of Insurance and policy detail disclosures.
• Monitor and enforce vendor adherence to contractual insurance requirements by collecting and reviewing certificates of insurance (COIs) and policy documentation
• Coordinate with procurement and logistics partners to track and verify insurance coverage for high-value equipment shipments, ensuring alignment between purchase orders, shipping terms (Incoterms), and insurance obligations across all parties in the supply chain
• Maintain a centralized tracking system for all vendor and partner COIs, ensuring timely renewals and flagging lapses or non-compliant coverage before they create exposure.

What We’re Looking For:

• Education: Bachelor’s degree in Business, Risk Management, or a related field required.
• Insurance Domain Experience: At least 5 years of hands-on experience as a broker, underwriter, or risk professional with a deep understanding of insurance coverage, policy structure, and contractual requirements. In-house risk management experience is preferred.
• Carrier Engagement: Familiarity with major insurance carriers and market dynamics sufficient to critically evaluate broker recommendations, hold the broker accountable to performance standards, and ensure coverage strategies align with business needs.
• Broker Oversight: Demonstrated experience managing external insurance broker relationships, including day-to-day oversight, performance evaluation, and strategic direction.
• Product Knowledge: Direct experience managing and negotiating a wide range of commercial insurance products, including but not limited to Commercial Property & Casualty, Builder’s Risk, Cargo, Inland Marine, Professional Liability, or Wrap Up programs.
• Legal Experience: Experience reviewing and drafting insurance provisions within commercial contracts.
• Relationship Management: Proven ability to build, manage, and optimize third-party relationships, including at the executive level.
• Strategic Thinking & Execution: Strong business judgment and the ability to operate independently while balancing strategic priorities with hands-on execution.
• Communication Skills: Excellent verbal and written communication skills, including experience preparing reports and presenting to senior stakeholders.
• Attention to Detail: Meticulous organizational skills with a demonstrated ability to manage complex workflows and deliver high-quality outputs under tight deadlines.
• Adaptability & Initiative: Positive, solutions-oriented mindset with a willingness to take ownership and lead in a fast-paced, evolving environment—no task is too big or too small.
• Technical Acumen: Proficient with tools and systems used in vendor governance, data analysis, and workflow automation; experience implementing performance dashboards and intake processes is a plus.
• Sector Experience: Experience in construction environments is required. Direct experience managing Builder's Risk or Wrap-Up programs on projects exceeding $1B in construction value preferred. Familiarity with hyperscale, data center operations and / or real estate and multi-jurisdictional operations is an asset.

What We Offer:

• 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 Headspace 
• Opportunities to learn about the Data Center and Crypto industries
• Free daily snacks in-office
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups

Apply now and join us on our mission to engineer a new economic paradigm.

The base salary ranges included below will be commensurate with candidate experience, expertise and local market. Final offer amounts are determined by multiple factors, including candidate experience and expertise. At Galaxy, we maintain a total compensation philosophy which consists of a competitive base salary, annual bonus, and equity incentives.

Base Salary Range

$ 115,000 - $ 150,000 USD

Galaxy respects diversity and seeks to provide equal employment opportunities to all employees and job applicants for employment without regard to actual or perceived age, race, color, creed, religion, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital or partnership or caregiver status, ancestry, national origin, citizenship status, disability, military or veteran status, protected medical condition as defined by applicable state or local law, genetic information or predisposing genetic characteristic, or other characteristic protected by applicable federal, state, or local laws and ordinances.

We will endeavor to make a reasonable accommodation to the known limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to complete the application process or to participate in an interview, please contact careers@galaxy.com. 

Who You Are:

The Procurement Manager leads Galaxy’s owner‑furnished (OFCI) procurement program for large‑scale data center development. You are accountable for planning, sourcing, contracting, and managing delivery for long‑lead equipment and technical service packages that directly impact critical‑path project schedules. You partner closely with Construction, Project Management, Operations, Engineering, and Finance to ensure Galaxy procures the right materials and services at the right time, with the right commercial terms—delivering outcomes better, faster, and cheaper.

You bring experience managing complex or long‑lead hardware procurement, understand critical‑path project delivery, and operate with a strong customer‑service mindset when supporting internal stakeholders.

What You’ll Do:

1. Requirements & Planning

• Collaborate with Engineering, Project Management, and Operations to define early procurement requirements for OFCI equipment and service packages.
• Develop category and sourcing strategies aligned to schedule risk, cost drivers, and technical requirements.
• Translate technical specifications into clear scopes of work, commercial requirements, and procurement schedules.

1. Strategic Sourcing & RFP Management

• Lead vendor prequalification, competitive sourcing events, and RFP/RFQ development for long‑lead equipment and construction‑adjacent service packages.
• Manage bid processes, analyze commercial and technical proposals, and perform total cost of ownership evaluations.
• Negotiate pricing, delivery schedules, risk allocations, and commercial terms that support project objectives.
• Prepare award recommendations and decision‑support materials for leadership review.

1. Contracting & Order Execution

• Support contract drafting and terms negotiation in partnership with Legal and technical stakeholders.
• Create and manage purchase orders, change orders, and contract amendments throughout the project lifecycle.
• Ensure contractual requirements align with specifications, schedule expectations, and budget assumptions.

1. Delivery Management & Supplier Performance

• Monitor production, logistics, and delivery of long‑lead equipment, proactively identifying risks to cost or schedule.
• Track supplier capacity, manufacturing constraints, and broader market conditions to inform early‑warning risk mitigation strategies.
• Support supplier onboarding, performance evaluation, KPI/SLA tracking, and issue resolution.
• Build and maintain strong supplier relationships across critical equipment and service categories.

1. Documentation, Reporting & Compliance

• Maintain accurate procurement documentation, commercial logs, delivery trackers, and risk registers.
• Prepare recurring reporting on cost, lead times, supplier performance, market trends, and critical procurement milestones.
• Ensure compliance with Galaxy’s P2P policies, internal controls, and audit requirements.
• Contribute to continuous improvement by identifying opportunities to improve procurement processes and deliver results better, faster, and more efficiently.

What We’re Looking For:

• Bachelor’s degree in Integrated Supply Chain Management, Procurement Business, Engineering, Project Management, or a related field.
• 2+ years of procurement experience supporting hyperscale, hardware, energy, utilities, industrial, or mission‑critical construction projects.
• Experience purchasing long‑lead equipment (e.g., electrical gear, mechanical systems, generators, switchgear, cooling systems) or complex construction service packages.
• Demonstrated ability to negotiate complex technical and schedule‑critical contracts.
• Strong understanding of procurement best practices, including competitive sourcing, bid evaluation, supplier performance metrics, and RFP development.
• Excellent communication and analytical skills with the ability to distill complex technical and commercial information into clear, actionable recommendations.
• Strong customer‑service orientation with the ability to partner closely with stakeholders in a fast‑paced, high‑growth environment.

Bonus Points:

• Experience leveraging procure‑to‑pay systems such as Ramp, Workday, Coupa, or SAP Ariba.
• Professional certifications (ASCM, CSCP, PMP, or similar).

What We Offer:

• 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 Headspace 
• Opportunities to learn about the Crypto industry
• Free daily snacks in-office
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups

Apply now and join us on our mission to engineer a new economic paradigm.

Who You Are:

The Procurement Manager leads Galaxy’s owner‑furnished (OFCI) procurement program for large‑scale data center development. You are accountable for planning, sourcing, contracting, and managing delivery for long‑lead equipment and technical service packages that directly impact critical‑path project schedules. You partner closely with Construction, Project Management, Operations, Engineering, and Finance to ensure Galaxy procures the right materials and services at the right time, with the right commercial terms—delivering outcomes better, faster, and cheaper.

You bring experience managing complex or long‑lead hardware procurement, understand critical‑path project delivery, and operate with a strong customer‑service mindset when supporting internal stakeholders.

What You’ll Do:

1. Requirements & Planning

• Collaborate with Engineering, Project Management, and Operations to define early procurement requirements for OFCI equipment and service packages.
• Develop category and sourcing strategies aligned to schedule risk, cost drivers, and technical requirements.
• Translate technical specifications into clear scopes of work, commercial requirements, and procurement schedules.

1. Strategic Sourcing & RFP Management

• Lead vendor prequalification, competitive sourcing events, and RFP/RFQ development for long‑lead equipment and construction‑adjacent service packages.
• Manage bid processes, analyze commercial and technical proposals, and perform total cost of ownership evaluations.
• Negotiate pricing, delivery schedules, risk allocations, and commercial terms that support project objectives.
• Prepare award recommendations and decision‑support materials for leadership review.

1. Contracting & Order Execution

• Support contract drafting and terms negotiation in partnership with Legal and technical stakeholders.
• Create and manage purchase orders, change orders, and contract amendments throughout the project lifecycle.
• Ensure contractual requirements align with specifications, schedule expectations, and budget assumptions.

1. Delivery Management & Supplier Performance

• Monitor production, logistics, and delivery of long‑lead equipment, proactively identifying risks to cost or schedule.
• Track supplier capacity, manufacturing constraints, and broader market conditions to inform early‑warning risk mitigation strategies.
• Support supplier onboarding, performance evaluation, KPI/SLA tracking, and issue resolution.
• Build and maintain strong supplier relationships across critical equipment and service categories.

1. Documentation, Reporting & Compliance

• Maintain accurate procurement documentation, commercial logs, delivery trackers, and risk registers.
• Prepare recurring reporting on cost, lead times, supplier performance, market trends, and critical procurement milestones.
• Ensure compliance with Galaxy’s P2P policies, internal controls, and audit requirements.
• Contribute to continuous improvement by identifying opportunities to improve procurement processes and deliver results better, faster, and more efficiently.

What We’re Looking For:

• Bachelor’s degree in Integrated Supply Chain Management, Procurement Business, Engineering, Project Management, or a related field.
• 2+ years of procurement experience supporting hyperscale, hardware, energy, utilities, industrial, or mission‑critical construction projects.
• Experience purchasing long‑lead equipment (e.g., electrical gear, mechanical systems, generators, switchgear, cooling systems) or complex construction service packages.
• Demonstrated ability to negotiate complex technical and schedule‑critical contracts.
• Strong understanding of procurement best practices, including competitive sourcing, bid evaluation, supplier performance metrics, and RFP development.
• Excellent communication and analytical skills with the ability to distill complex technical and commercial information into clear, actionable recommendations.
• Strong customer‑service orientation with the ability to partner closely with stakeholders in a fast‑paced, high‑growth environment.

Bonus Points:

• Experience leveraging procure‑to‑pay systems such as Ramp, Workday, Coupa, or SAP Ariba.
• Professional certifications (ASCM, CSCP, PMP, or similar).

What We Offer:

• 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 Headspace 
• Opportunities to learn about the Crypto industry
• Free daily snacks in-office
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups

Apply now and join us on our mission to engineer a new economic paradigm.

Who You Are:

A collaborative and experienced Security Engineer with hands-on experience running a Security Operations Center (SOC) for a DataCenter. You're comfortable working with existing tooling to analyze and monitor day-to-day operations, as well as create your own scripts or tools in both cloud and on-prem. You work well with others to solve complex problems, contribute to system design, and ensure smooth, reliable operations. You're proactive in learning and applying new technologies to enhance performance and efficiency.

Responsibilities: 

• SOC Operations & Management: Oversee and manage the day-to-day operations of the Security Operations Center, including monitoring, analyzing, and responding to security alerts and incidents.
• Threat Detection & Response: Identify, investigate, and respond to cybersecurity threats using advanced monitoring tools, SIEM platforms, and other security technologies.
• Incident Management: Lead or support incident response activities, including root cause analysis, mitigation, and post-incident reporting.
• Custom Scripting & Automation: Develop and maintain custom scripts (e.g., in Python, PowerShell, Bash) to automate security processes, improve threat detection, and streamline incident response workflows.
• Security Monitoring & Analysis: Analyze logs, network traffic, and system behavior to detect potential security breaches or anomalies.
• Tool Implementation & Optimization: Support the deployment, configuration, and optimization of security tools such as SIEM, SOAR, IDS/IPS, firewalls, and endpoint detection and response (EDR) solutions.
• Collaboration with Teams: Work closely with IT, DevOps, and other security teams to ensure consistent security practices and to implement protective measures.
• Security Policies & Procedures: Participate in the development and maintenance of security policies, procedures, and best practices.
• Training & Mentoring: Provide guidance and mentorship to junior team members and contribute to the continuous improvement of the SOC team.

Requirements: 

• Experience working in or running a SOC
• Strong scripting skills in Python, PowerShell, Bash, or similar languages, with experience in automating security tasks.
• On-prem Firewall Rule and Configuration (Palo)
• Experience with various on-prem and Cloud environments (VMware, AWS, Azure)
• Experience with security log/analysis tools such as Splunk, ELK, SumoLogic, or similar SIEM platforms.
• Experience with XDR, DLP, and UBA tools and concepts (Cortex, CrowdStrike, etc.)
• Good understanding of network protocols and system security
• Windows and Linux experience
• Experience with CI/CD and DevOps practices
• Strong problem-solving and analytical skills
• Familiarity with version control (Git)
• Excellent communication and collaboration skills

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

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

Job Title: Corporate Development Associate

Company: Loenbro, LLC                                                                             
Location: Dallas, Texas

Reports to: Corporate Development Manager

FLSA Classification: Non-Exempt

About Loenbro

Loenbro is a trusted, long-term construction lifecycle partner to thousands of customers across the U.S. Our market spans all industries, and our service offerings include Critical Electrical, Mechanical & Structural, Soft Crafts, Inspection, Underground Maintenance and Installation, and Fabrication. Our expertise lies in simplifying the complex and establishing long-standing relationships with our partners. We have a national presence but a local approach—every customer benefits from our capabilities and our care.

At Loenbro, we don’t just offer jobs—we build careers grounded in integrity, teamwork, excellence, and purpose. Join a team where your expertise is valued, your growth is supported, and your work helps maintain and enhance the critical infrastructure that powers communities across the nation.

Job Summary

The Corporate Development Associate is a key member of the Corporate Development team, responsible for identifying, evaluating, and supporting the execution of acquisition opportunities. This role sits at the intersection of finance, strategy, and operations, providing deep analytical support to senior leadership to drive the long-term value of the company.

This role requires a highly analytical, relationship-driven professional with prior experience in mergers and acquisitions, ideally within construction or industrial services. The Corporate Development Associate will work directly with senior leadership and cross-functional partners to evaluate opportunities, present investment recommendations, and successfully close transactions. The ideal candidate brings a background in investment banking, M&A advisory, or transaction due diligence, and thrives in a hands-on environment with high ownership, visibility, and impact.

Essential Job Responsibilities

• Support the end-to-end M&A process, managing all phases of transactions from sourcing and initial outreach through valuation, diligence, deal execution, and post-close handoff to the integration team.
• Develop and manage a proprietary M&A pipeline aligned with Loenbro’s long-term growth strategy through proactive prospecting and relationship building with business owners and intermediaries.
• Initial financial and operational assessments, including valuation modeling, deal structuring, and investment thesis development.
• Prepare investment materials for internal leadership and Board review, including LOI recommendations and transaction approvals.
• Support comprehensive due diligence efforts post-LOI, coordinating cross-functional internal teams and third-party advisors to evaluate financial, operational, legal, and commercial risks.
• Partner closely with the integration team, supporting integration diligence and ensuring a smooth transition and handoff following deal close.

Other duties may be assigned as needed to support business operations.

Minimum Qualifications

Required:

• Bachelor’s degree in finance from an Accredited College or University
• 2-4 years of Merger and Acquisition experience

Preferred:

• Industry experience preferred

Physical Demands and Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Work Environment:

• Indoor office setting with controlled temperature.
• Potential visits to outdoor industrial sites with exposure to weather extremes.
• Potential exposure to noise, dust, chemicals, or other environmental factors.
• Travel requirements: up to 10% of time.

This role requires compliance with all applicable safety regulations, personal protective equipment (PPE) requirements, and Loenbro's Environmental Health and Safety (EH&S) policies.

Benefits

Loenbro offers a competitive salary, comprehensive benefits package, and rewards to those who join our team:

• Medical, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off (PTO) and holiday pay
• Life and disability insurance
• Professional development and training opportunities
• Employee assistance program (EAP)

Benefits eligibility may vary based on employment classification and hours worked.

Guided by Core Values (LEAD), grounded in grit and a commitment to excellence, Loenbro betters our families, customers, and local communities.  If you’re ready to be part of a company that LEADS by:

• Living with Integrity
• Exceeding Expectations
• Acting with Urgency
• Delivering Excellence

…we want to hear from you.

Loenbro is an Equal Opportunity Employer

#TeamNextdoor

Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 350,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. 

Meet Your Future Neighbors

As the Head of Investor Relations & Corporate Development, you will serve as a key strategic partner to the CFO and CEO. This leader will own and evolve Nextdoor’s equity narrative, deepen engagement with the investment community, and play a central role in evaluating and executing strategic initiatives that enhance long-term shareholder value.

At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Dallas, or New York.  

The Impact You’ll Make

This role is ideal for a leader who combines strong public-company investor relations experience with deep financial acumen and strategic judgment in consumer internet, marketplace, or advertising-driven businesses.

Your responsibilities will include: 

Investor Relations Leadership

• Lead all aspects of Nextdoor’s investor relations strategy and execution
• Shape and articulate a clear, differentiated long-term equity narrative aligned with company strategy
• Prepare and guide senior leadership for earnings calls, investor conferences, roadshows, and shareholder engagement
• Develop strong relationships with investors, analysts, and key market stakeholders
• Analyze shareholder composition, investor feedback, peer performance, valuation dynamics, and market sentiment
• Ensure consistency and credibility across earnings materials, investor presentations, and public disclosures
• Partner closely with Legal, Communications and Finance to ensure best-in-class disclosure practices and compliance

Corporate Development & Strategic Initiatives

• Serve as a trusted advisor to the CEO and CFO on long-term business model optimization and strategic priorities
• Identify and evaluate 3rd party growth opportunities, including acquisitions, partnerships, and strategic investments
• Lead high-impact transactions end-to-end, including strategic assessment, valuation, financial modeling, due diligence, and negotiation
• Partner cross-functionally with key teams to assess the value-creation potential of new initiatives, support integration planning, and ensure accountability for post-transaction value realization
• Translate strategic initiatives into clear investor messaging and measurable KPIs

Capital Allocation & Value Creation

• Partner with the CFO and executive team on capital allocation strategy across growth investments, operating discipline, and balance sheet management
• Provide analytical support on return frameworks and long-term financial targets
• Support Board materials related to strategy, capital allocation, and corporate development
• Help build and mentor talent within the broader Finance organization

What You’ll Bring To The Team

• 12 to 15+ years of experience across Investor Relations, investment banking, equity research, corporate strategy, private equity, or corporate development
• Direct experience leading a senior role in Investor Relations at a publicly traded company
• Strong understanding of consumer internet, digital advertising, marketplace, or platform business models
• Ideally, strong familiarity with SaaS and advertising KPIs and public market valuation frameworks
• Demonstrated experience evaluating corporate development opportunities
• Exceptional financial modeling and valuation skills
• Executive presence and ability to engage credibly with sophisticated public market investors
• Strong judgment, communication skills, and cross-functional influence
• High integrity and ability to operate with discretion in a public-company environment
• Eagerness to explore and apply AI and emerging technologies to reimagine how work gets done

Rewards

Compensation, benefits, perks, and recognition programs at Nextdoor come together to create our total rewards package. Compensation will vary depending on your relevant skills, experience, and qualifications. 

The starting salary for this role is expected to range from $300,000 to $350,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. The salary range will be determined by the candidate’s geographic location.

We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date.

When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care.

At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records.

For information about our collection and use of applicants’ personal information, please see Nextdoor's Personnel Privacy Notice, found here.

#LI-DNP

#TeamNextdoor

Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 350,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. 

Meet Your Future Neighbors

As the Head of Investor Relations & Corporate Development, you will serve as a key strategic partner to the CFO and CEO. This leader will own and evolve Nextdoor’s equity narrative, deepen engagement with the investment community, and play a central role in evaluating and executing strategic initiatives that enhance long-term shareholder value.

At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Dallas, or New York.  

The Impact You’ll Make

This role is ideal for a leader who combines strong public-company investor relations experience with deep financial acumen and strategic judgment in consumer internet, marketplace, or advertising-driven businesses.

Your responsibilities will include: 

Investor Relations Leadership

• Lead all aspects of Nextdoor’s investor relations strategy and execution
• Shape and articulate a clear, differentiated long-term equity narrative aligned with company strategy
• Prepare and guide senior leadership for earnings calls, investor conferences, roadshows, and shareholder engagement
• Develop strong relationships with investors, analysts, and key market stakeholders
• Analyze shareholder composition, investor feedback, peer performance, valuation dynamics, and market sentiment
• Ensure consistency and credibility across earnings materials, investor presentations, and public disclosures
• Partner closely with Legal, Communications and Finance to ensure best-in-class disclosure practices and compliance

Corporate Development & Strategic Initiatives

• Serve as a trusted advisor to the CEO and CFO on long-term business model optimization and strategic priorities
• Identify and evaluate 3rd party growth opportunities, including acquisitions, partnerships, and strategic investments
• Lead high-impact transactions end-to-end, including strategic assessment, valuation, financial modeling, due diligence, and negotiation
• Partner cross-functionally with key teams to assess the value-creation potential of new initiatives, support integration planning, and ensure accountability for post-transaction value realization
• Translate strategic initiatives into clear investor messaging and measurable KPIs

Capital Allocation & Value Creation

• Partner with the CFO and executive team on capital allocation strategy across growth investments, operating discipline, and balance sheet management
• Provide analytical support on return frameworks and long-term financial targets
• Support Board materials related to strategy, capital allocation, and corporate development
• Help build and mentor talent within the broader Finance organization

What You’ll Bring To The Team

• 12 to 15+ years of experience across Investor Relations, investment banking, equity research, corporate strategy, private equity, or corporate development
• Direct experience leading a senior role in Investor Relations at a publicly traded company
• Strong understanding of consumer internet, digital advertising, marketplace, or platform business models
• Ideally, strong familiarity with SaaS and advertising KPIs and public market valuation frameworks
• Demonstrated experience evaluating corporate development opportunities
• Exceptional financial modeling and valuation skills
• Executive presence and ability to engage credibly with sophisticated public market investors
• Strong judgment, communication skills, and cross-functional influence
• High integrity and ability to operate with discretion in a public-company environment
• Eagerness to explore and apply AI and emerging technologies to reimagine how work gets done

Rewards

Compensation, benefits, perks, and recognition programs at Nextdoor come together to create our total rewards package. Compensation will vary depending on your relevant skills, experience, and qualifications. 

The starting salary for this role is expected to range from $300,000 to $350,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. The salary range will be determined by the candidate’s geographic location.

We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date.

When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care.

At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records.

For information about our collection and use of applicants’ personal information, please see Nextdoor's Personnel Privacy Notice, found here.

#TeamNextdoor

Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 350,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. 

Meet Your Future Neighbors

As the Head of Investor Relations & Corporate Development, you will serve as a key strategic partner to the CFO and CEO. This leader will own and evolve Nextdoor’s equity narrative, deepen engagement with the investment community, and play a central role in evaluating and executing strategic initiatives that enhance long-term shareholder value.

At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Dallas, or New York.  

The Impact You’ll Make

This role is ideal for a leader who combines strong public-company investor relations experience with deep financial acumen and strategic judgment in consumer internet, marketplace, or advertising-driven businesses.

Your responsibilities will include: 

Investor Relations Leadership

• Lead all aspects of Nextdoor’s investor relations strategy and execution
• Shape and articulate a clear, differentiated long-term equity narrative aligned with company strategy
• Prepare and guide senior leadership for earnings calls, investor conferences, roadshows, and shareholder engagement
• Develop strong relationships with investors, analysts, and key market stakeholders
• Analyze shareholder composition, investor feedback, peer performance, valuation dynamics, and market sentiment
• Ensure consistency and credibility across earnings materials, investor presentations, and public disclosures
• Partner closely with Legal, Communications and Finance to ensure best-in-class disclosure practices and compliance

Corporate Development & Strategic Initiatives

• Serve as a trusted advisor to the CEO and CFO on long-term business model optimization and strategic priorities
• Identify and evaluate 3rd party growth opportunities, including acquisitions, partnerships, and strategic investments
• Lead high-impact transactions end-to-end, including strategic assessment, valuation, financial modeling, due diligence, and negotiation
• Partner cross-functionally with key teams to assess the value-creation potential of new initiatives, support integration planning, and ensure accountability for post-transaction value realization
• Translate strategic initiatives into clear investor messaging and measurable KPIs

Capital Allocation & Value Creation

• Partner with the CFO and executive team on capital allocation strategy across growth investments, operating discipline, and balance sheet management
• Provide analytical support on return frameworks and long-term financial targets
• Support Board materials related to strategy, capital allocation, and corporate development
• Help build and mentor talent within the broader Finance organization

What You’ll Bring To The Team

• 12 to 15+ years of experience across Investor Relations, investment banking, equity research, corporate strategy, private equity, or corporate development
• Direct experience leading a senior role in Investor Relations at a publicly traded company
• Strong understanding of consumer internet, digital advertising, marketplace, or platform business models
• Ideally, strong familiarity with SaaS and advertising KPIs and public market valuation frameworks
• Demonstrated experience evaluating corporate development opportunities
• Exceptional financial modeling and valuation skills
• Executive presence and ability to engage credibly with sophisticated public market investors
• Strong judgment, communication skills, and cross-functional influence
• High integrity and ability to operate with discretion in a public-company environment
• Eagerness to explore and apply AI and emerging technologies to reimagine how work gets done

Rewards

Compensation, benefits, perks, and recognition programs at Nextdoor come together to create our total rewards package. Compensation will vary depending on your relevant skills, experience, and qualifications. 

The starting salary for this role is expected to range from $300,000 to $350,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. The salary range will be determined by the candidate’s geographic location.

We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date.

When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care.

At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records.

For information about our collection and use of applicants’ personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Company Overview

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

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

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

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

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

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

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

You Have:

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

You Are:

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

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

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

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

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

#LI-VL1

Company Overview

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

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

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

Practice Overview

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

You Have: 

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

You Are:

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

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

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

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

#LI-VL1

Company Overview

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

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

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

Practice Overview 

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

You Have:

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

You Are:

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

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

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

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

#LI-VL1

Company Overview

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

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

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

Practice Overview 

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

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

You Have:

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

You Are:

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

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

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

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

#LI-VL1

Company Overview

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

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

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

Practice Overview

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

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

You will: 

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

You Have: 

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

You Are:

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

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

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

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

#LI-VL1

Company Overview

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

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

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

Practice Overview

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

You Have: 

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

You Are:

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

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

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

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

#LI-VL1

Company Overview

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

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

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

Strategic Finance

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

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

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

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

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

You Have:

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

You Are:

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

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

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

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

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

#LI-VL1

Are you looking for the opportunity to make an impact?

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

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

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

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

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

Be the Next Big Thing. Be Berkadia.

#LI-RECRUITER INITALS (#LI-HYBRID, #LI-ONSITE, #LI-REMOTE, #LI-DNI)

Hi, we're Oscar. We're hiring a Manager to join our Treasury organization.

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 Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems.

The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices.

You will report into the Senior Director, Assistant Treasurer.

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: $97,200 - $127,575 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries.
• Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team.
• Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings.
• Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage).
• Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances.
• Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions.
• Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented.
• Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks.
• Record Management and Governance: Responsible for managing all official records and documentation for Treasury Operations (e.g., debt indentures, banking agreements, fee invoices) within the shared file structure. Manage the Treasury Calendar of Events to track critical due dates for reports, payments, compliance filings, and renewals.

Requirements:

• Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry.
• Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes.
• Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements.
• Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle
• Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

Bonus points:

• Prior experience in Treasury Operations within an insurance or healthcare company.
• MBA and/or CTP certification is preferred. 
• Experience with ERP systems (e.g., Workday) and investment accounting/reporting systems (e.g., Clearwater) for data extraction and analysis; proficiency with Google Suite (Sheets, Docs, Drive) for collaboration and record management is a plus.

Who You Are:

A thoughtful, technically strong frontend engineer with experience building reliable interfaces for complex systems. You have shipped production frontend applications and enjoy working closely with backend and infrastructure engineers to expose powerful systems through clear, well-structured user interfaces.

You’re comfortable navigating ambiguity and contributing across the full frontend development lifecycle. You’re excited to help establish front-end foundations in a growing system and are comfortable making and refining technical decisions around architecture, state management, and shared UI patterns. You care deeply about performance, usability, and developer experience, and you take pride in building software that operators and engineers rely on every day.

What You’ll Do:

• Build modern, scalable frontend applications that support internal datacenter and infrastructure workflows.
• Help define and evolve frontend architecture, shared components, and UI standards as the system grows.
• Own frontend features end-to-end, collaborating closely with backend and infrastructure engineers.
• Implement performant, maintainable, and intuitive user interfaces and data-dense views for operational systems..
• Contribute across the full development lifecycle, including technical design, implementation, testing, deployment, and iteration.
• Improve frontend build pipelines, tooling, and architecture to increase reliability and developer productivity.
• Write and maintain automated tests (unit, integration, and end-to-end) to uphold high engineering standards.
• Help scope and prioritize work, balancing feature development, technical debt, and operational needs.
•  

What We’re Looking For:

• 2–5 years of professional experience building frontend applications.
• Strong proficiency in HTML, CSS, JavaScript, and TypeScript.
• Hands‑on experience with at least one major modern frontend framework (Vue.js, React, Angular/Svelte also relevant)
• Familiarity with Node.js environments and frontend build tooling.
• Solid understanding of component-based architecture, state management, and frontend application design.
• Experience making technical decisions in frontend codebases, including tradeoffs around architecture, performance, and maintainability.
• Understanding of UX and UI design principles, especially for complex or data-heavy applications.
• Ability to design, debug, test, and document well-structured frontend code.
• Strong communication skills and a collaborative mindset.
• Experience with version control systems (Git) and collaborative development workflows.
•  

Bonus Points:

• Experience implementing role-based access control (RBAC) or permissioned frontend systems.
• Familiarity with data visualization libraries and performance-sensitive UI patterns.
• Experience with frontend testing frameworks and CI/CD pipelines.
• Experience working with gRPC, Connect-Web, or API-driven frontend architectures.
• Familiarity with infrastructure, networking, or observability concepts (e.g., Envoy Proxy).
• Experience building internal tools, admin panels, or operational dashboards.

What We Offer (US):

• Competitive base salary, bonus, and equity compensation
• Flexible Time Off (paid)
• 3% 401(k) company contribution
• Company-paid health and protective benefits for employees, partners, and other dependents
• Generous paid Parental Leave
• Free virtual coaching and counseling sessions through Ginger
• Opportunities to learn about the Crypto industry
• Free daily snacks in-office
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups

*Benefits may vary depending on location.

Apply now and join us on our mission to engineer a new economic paradigm.

Who You Are:

We are seeking an experienced Texas-qualified attorney specializing in construction and infrastructure contracts. The ideal candidate will bring robust expertise in drafting, negotiating, and managing complex contractual agreements within the construction and infrastructure sectors. This role demands a proactive legal professional who can effectively advise on risk management, regulatory compliance, and dispute resolution, ensuring that all contractual obligations align with both company objectives and legal standards.

What You’ll Do:

• Prepare, review, and negotiate contracts, subcontracts, and related legal documents specific to construction and infrastructure projects.
• Ensure contract language reflects current industry practices and complies with Texas state law and federal regulations.
• Work closely with various internal business units to align contractual terms with project requirements.
• Assist in resolving contractual disputes through negotiation, mediation, or arbitration.
• Develop, implement, and update internal policies and procedures to improve contract management practices.
• Coordinate resources with respect to negotiations, including management of outside counsel engagement where appropriate;
• Stay current on legal trends and changes in construction and infrastructure law in Texas.
• Draft and negotiate non-disclosure agreements;
• Manage workflow in a highly dynamic and demanding environment while remaining highly responsive, reliable, communicative, and accountable to team leadership and other members of Galaxy; and
• Help with other special corporate projects and such other activities as may be assigned.
• Participating as required in business adjacent deals.
• Strong working knowledge of corporate law, labor and employment law, and procurement strategies
• Work closely with key stakeholders in the operating business to ensure timely execution of deals and contractual obligations.

Additional Responsibilities: 

• Experience with power purchase agreements (PPAs), interconnection agreements, and regulatory frameworks governing the physical electricity market.
• Able to advise on matters of ERCOT compliance
• Handle legal matters related to transmission, distribution, and grid interconnection projects.
• Provide legal guidance on energy trading transactions, derivatives, and hedging strategies.
• Draft and negotiate ISDA agreements, master trading agreements, and commodity contracts.
• Able to provide risk assessments and mitigation strategies to the business partners
• Experience working with a diverse work force in a field operation.

What We’re Looking For:

• Juris Doctor (J.D.) from an accredited law school.
• Admission to the Texas State Bar and in good standing.
• A minimum of 5-7 years of experience in construction law, with significant exposure to infrastructure projects and contract management.
• Proven experience drafting, negotiating, and administering complex contracts in the construction industry.
• Strong knowledge of Texas construction law and relevant federal regulations.
• Strong relationships in the legislative community of Texas.
• Excellent analytical, negotiation, and communication skills.
• Ability to work independently in a fast-paced, dynamic environment and manage multiple priorities simultaneously.

Bonus Points: 

• Experience with both public and private sector construction projects.
• Familiarity with risk management strategies and insurance matters related to construction projects.
• Proficiency in legal research and contract management software.
• Demonstrated ability to build strong working relationships with diverse stakeholders.

What We Offer:

• 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 Headspace 
• Opportunities to learn about the Crypto industry
• Smart, entrepreneurial, and fun colleagues
• Employee Resource Groups

Apply now and join us on our mission to engineer a new economic paradigm.

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

Summary

Join Aperia Solutions, a leader in SaaS solutions for the Payments and Compliance industries. Aperia is a Texas-based fintech and managed consultancy firm that creates custom SaaS applications and other software-based solutions for the payments, banking, and processing industry. Founded in 1999, Aperia offers business intelligence, risk management, compliance, and customer intelligence platforms. With offices in Dallas, Washington DC, and Vietnam, Aperia is a fast-paced, global organization that strives to improve efficiency in compliance, risk, and customer service operations. Aperia’s clients include banks, processors, payment facilitators, merchant service providers, independent sales organizations, and government entities. A career at Aperia promises a great challenge, culture, and opportunities to forge your own path.

Job Description 

We are seeking a Principal Product Manager —a senior, highly strategic leader responsible for driving enterprise‑critical product initiatives and shaping our clients long‑term platform direction. In this role, you will leverage deep domain expertise, strong cross‑functional leadership, and the ability to influence decisions at the highest levels of the organization. You will define the product vision for complex, multi‑team capabilities and guide PMs and engineering leaders to deliver scalable, innovative payment solutions.

This position is ideal for someone who operates as a thought leader, a strategic problem solver, and a connector across organizational boundaries. T

Key Responsibilities

Strategic Product Leadership

• Own the long-term strategy for a major platform capability, cross-product domain, or enterprise-level initiative.
• Build and champion a clear vision that aligns to our clients multi-year business goals.
• Identify market shifts, emerging technologies, and regulatory trends to shape proactive product evolution.
• Develop high-impact business cases to secure executive alignment and investment.

Cross-Functional Alignment & Influence

• Act as a senior partner to Engineering, Architecture, Compliance, Risk, Operations, and Commercial Leadership.
• Drive alignment across multiple product lines, ensuring cohesive prioritization and technical direction.
• Present strategy, progress, and recommendations to senior leadership and executive teams.

Complex Program Leadership

• Break down large, ambiguous problem spaces into clear, actionable initiatives for multiple teams.
• Guide PMs and POs in defining epics, features, goals, and dependencies.
• Anticipate organizational, technical, regulatory, and operational challenges early and create mitigation strategies.
• Ensure cross-team delivery success for mission-critical initiatives.

Customer, Market & Industry Expertise

• Deeply understand customer needs, competitive dynamics, partner ecosystems, and payment industry trends.
• Establish the problem definition and strategic framing for entire product domains.
• Represent our client externally with partners, clients, and industry groups as a domain expert.

Technical & Architectural Leadership

• Partner with engineering and architecture to define and evolve platform capabilities, integration strategies, and technical roadmaps.
• Ensure long-term scalability, reliability, and compliance considerations are embedded in product direction.
• Challenge technical and business assumptions to guide sustainable solutions.

Thought Leadership & Mentorship

• Mentor and coach PMs, Senior PMs, and POs across the organization.
• Elevate product management standards, tools, and processes.
• Contribute to product culture, organizational development, and strategic planning.

Eligibility Requirements

• Must be willing to submit to a background investigation and drug test as part of the selection process.
• This position is not eligible for visa sponsorship. Applicants must have authorization to work in the country without the need for sponsorship.

Job Type

• Full-Time

Schedule

• Monday to Friday

Location 

• Jacksonville, FL; Remote

Benefits

• Health insurance 
• Health savings account
• Dental insurance
• Vision insurance
• 401(k) matching
• Life insurance
• Paid time off
• Parental leave
• Disability insurance
• Childcare assistance
• Education reimbursement
• Fitness membership
• Volunteer time off

This job description is not intended to be all-inclusive. An employee may also perform other reasonable related business duties as assigned by their immediate supervisor or management. Principals only.

Recruiters please don't contact this job poster. DO NOT contact us with unsolicited services or offers.

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 

Director, Financial Institutions Group

Brunswick Group is seeking a Director 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

• Deliver strategic advice to clients, drawing on specialist communications expertise and depth of professional advisory experience
• Demonstrate deep knowledge of business and strategic communications issues
• Influentially engage with key stakeholders 
• Monitor level of account profitability and intervene as necessary 

Communication Skills

• Write thoughtful, well-structured content, considering audience, style and tone for senior-level clients  
• Express a point of view in a thoughtful manner; analyze and distil complex information  
• Exhibit good judgement and exercise discretion  
• Question and challenge in a constructive way; present unpopular ideas confidently

Business Development

• Contribute to and assist with new business opportunities; apply knowledge and experience to lead new business development efforts (e.g., pitches, proposal development)
• Use deep knowledge of key sectors to promote new business approaches and ideas
• Identify new opportunities to deliver other Brunswick expertise to existing clients; actively pursue and secure extensions of client relationships  
• Build and maintain strong external networks in order to deliver valuable insight to clients and the Firm  

Team Management

• Actively and effectively manage account teams; drive the day-to-day account management
• Keep the partner and other team members informed of account and project status
• Foster development of team members’ skills and client handling ability by identifying new challenges and encouraging team to stretch where appropriate  
• Serve as a role model and mentor for junior team members, supporting the development of colleagues across the firm.

What We're Looking For

Knowledge, Skills, and Abilities

• 10-15+ years of experience in an advisory position, private capital, Fintech, banking and/or private markets
• Experience managing teams of five or more people  
• Strong existing network of financial institution and media contacts
• Proven ability to successfully interact with the media and external stakeholders in proactive and reactive situations  
• Strong work ethic, problem-solving skills, and attention to detail; client service-orientation  
• Ability to operate in a fast-paced, client service environment
• Exceptional research, writing and communication skills  
• Ability to multitask and prioritize
• Ability to think strategically and creatively  
• Energetic team player  
• Exhibit discretion with confidential client and personnel matters  
• Entrepreneurial, collaborative and team-oriented – it’s a “roll your sleeves up environment”  
• Adept at navigating and succeeding within high-performance environments  
• High emotional intelligence and strong personal impact  
• Commercial acumen and professional polish  

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 $190,000-$250,000. 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.