By bringing together next-gen technology and the finest live data available, Genius Sports is enabling a new era of sports for fans worldwide, delivering experiences that are more immersive, interactive and personalised than ever before. Learn more at geniussports.com  

THE ROLE:

We are seeking a senior treasury leader to take full ownership of group liquidity, banking strategy, and covenant compliance. This is a high-impact role at the centre of financial decision-making, responsible for shaping the company’s cash position, funding strategy, and financial resilience.

The role will own the 12-month cashflow forecast and liquidity outlook, providing clear, actionable insight to the CFO and senior leadership. You will partner closely with FP&A but retain accountability for translating business performance into cash, identifying risks early, and ensuring the business is appropriately funded at all times.

Liquidity & Cashflow Ownership (Core Focus)

• Own and maintain the group 12-month rolling cashflow forecast, ensuring accuracy, integrity, and alignment with business performance
• Develop and manage short-term (daily/weekly) and medium-term liquidity forecasts, with clear visibility on headroom and funding requirements
• Translate FP&A forecasts into cash outcomes, incorporating working capital dynamics, debt service, and operational realities
• Work with transactional accounting teams to manage cashflow via payment, receipts and other discretionary items to plan
• Deliver regular, high-quality liquidity reporting to the CFO and senior stakeholders, highlighting risks, sensitivities, and mitigation actions
• Lead variance analysis and continuously improve forecast accuracy and methodology
• Support F&PA in developing the groups long term (3-5 year) cash flow position
• Establish cash as a core KPI, optimising use of liquidity and driving accountability across the business

Covenant Reporting & Debt Oversight

• Own all covenant calculations, compliance monitoring, and lender reporting
• Ensure alignment between cashflow forecasts, covenant models, and financing structures
• Provide forward-looking covenant headroom analysis under multiple scenarios
• Act as the primary point of contact for lenders, supporting ongoing relationship management and any refinancing or amendment processes

Banking Strategy, Hedging & Treasury Operations

• Own global banking relationships, account structures, and treasury operations
• Lead optimisation of cash management structures (e.g. pooling, sweeping, intercompany funding)
• Ensure we maximise return on excess cash funds
• Define and execute the group’s hedging strategy (FX, interest rate, and other relevant exposures), ensuring alignment with risk appetite and underlying business exposures
• Monitor and report on hedging positions, effectiveness, and associated risks
• Partner with Finance and Accounting to ensure appropriate hedge documentation and accounting treatment
• Oversee bank mandates, controls, and governance frameworks
• Negotiate banking facilities, fees, and service arrangements
• Ensure efficient execution of payments, collections, and liquidity positioning

Strategic Finance Partnership

• Act as a key partner to FP&A, Finance, and senior leadership, providing a cash and risk lens on business performance and strategic decisions
• Support scenario planning, stress testing, and strategic initiatives with robust cash and liquidity analysis
• Provide clear recommendations on funding strategy, capital allocation, and financial risk management

Controls, Systems & Continuous Improvement

• Maintain strong controls across all treasury activities, ensuring compliance with internal policies and external requirements
• Drive improvements in forecasting processes, data quality, and automation
• Lead or support implementation and optimisation of treasury systems and tools

WHAT YOU’LL BRING:

• 8–12+ years’ experience in treasury or corporate finance, with clear ownership of cashflow forecasting and liquidity management
• Proven experience owning and delivering 12-month (or longer) cashflow forecasts in a complex business
• Strong track record in debt facilities, covenant reporting, and lender management
• Experience managing FX and/or interest rate hedging programmes
• Experience operating in a dynamic, fast-paced environment (e.g. PE-backed, high-growth, or multinational)
• Advanced cashflow modelling and forecasting capability
• Strong understanding of working capital, liquidity drivers, and debt structures
• Good understanding of financial risk management and hedging instruments
• Ability to connect P&L, balance sheet, and cash seamlessly
• Experience with treasury management systems and banking platforms
• High ownership mindset with the ability to operate autonomously
• Commercially astute with strong judgement and problem-solving ability
• Confident communicator, able to influence senior stakeholders
• Detail-oriented but able to elevate to strategic insights
• Proactive, with a focus on continuous improvement

IT WILL BE A BONUS IF YOU ARE: 

• ACA / ACCA / CIMA or equivalent
• AMCT or equivalent treasury qualification

We enjoy an ‘office-first’ culture and maximize opportunities to collaborate, connect and learn together. Our hybrid working models differ depending on your role and location. 

As well as a competitive salary and range of benefits, we’re committed to supporting employee wellbeing and helping you grow your skills, experience and career. Learn more about how rewarding life at Genius can be at Reward | Genius Sports. 

One team, being brave, driving change  

We strive to create an inclusive working environment, where everyone feels a sense of belonging and the ability to make a difference. Learn more about our values and culture at Culture | Genius

Let us know when you apply if you need any assistance during the recruiting process due to a disability.

By bringing together next-gen technology and the finest live data available, Genius Sports is enabling a new era of sports for fans worldwide, delivering experiences that are more immersive, interactive and personalised than ever before. Learn more at geniussports.com  

THE ROLE:

We are seeking a senior treasury leader to take full ownership of group liquidity, banking strategy, and covenant compliance. This is a high-impact role at the centre of financial decision-making, responsible for shaping the company’s cash position, funding strategy, and financial resilience.

The role will own the 12-month cashflow forecast and liquidity outlook, providing clear, actionable insight to the CFO and senior leadership. You will partner closely with FP&A but retain accountability for translating business performance into cash, identifying risks early, and ensuring the business is appropriately funded at all times.

Liquidity & Cashflow Ownership (Core Focus)

• Own and maintain the group 12-month rolling cashflow forecast, ensuring accuracy, integrity, and alignment with business performance
• Develop and manage short-term (daily/weekly) and medium-term liquidity forecasts, with clear visibility on headroom and funding requirements
• Translate FP&A forecasts into cash outcomes, incorporating working capital dynamics, debt service, and operational realities
• Work with transactional accounting teams to manage cashflow via payment, receipts and other discretionary items to plan
• Deliver regular, high-quality liquidity reporting to the CFO and senior stakeholders, highlighting risks, sensitivities, and mitigation actions
• Lead variance analysis and continuously improve forecast accuracy and methodology
• Support F&PA in developing the groups long term (3-5 year) cash flow position
• Establish cash as a core KPI, optimising use of liquidity and driving accountability across the business

Covenant Reporting & Debt Oversight

• Own all covenant calculations, compliance monitoring, and lender reporting
• Ensure alignment between cashflow forecasts, covenant models, and financing structures
• Provide forward-looking covenant headroom analysis under multiple scenarios
• Act as the primary point of contact for lenders, supporting ongoing relationship management and any refinancing or amendment processes

Banking Strategy, Hedging & Treasury Operations

• Own global banking relationships, account structures, and treasury operations
• Lead optimisation of cash management structures (e.g. pooling, sweeping, intercompany funding)
• Ensure we maximise return on excess cash funds
• Define and execute the group’s hedging strategy (FX, interest rate, and other relevant exposures), ensuring alignment with risk appetite and underlying business exposures
• Monitor and report on hedging positions, effectiveness, and associated risks
• Partner with Finance and Accounting to ensure appropriate hedge documentation and accounting treatment
• Oversee bank mandates, controls, and governance frameworks
• Negotiate banking facilities, fees, and service arrangements
• Ensure efficient execution of payments, collections, and liquidity positioning

Strategic Finance Partnership

• Act as a key partner to FP&A, Finance, and senior leadership, providing a cash and risk lens on business performance and strategic decisions
• Support scenario planning, stress testing, and strategic initiatives with robust cash and liquidity analysis
• Provide clear recommendations on funding strategy, capital allocation, and financial risk management

Controls, Systems & Continuous Improvement

• Maintain strong controls across all treasury activities, ensuring compliance with internal policies and external requirements
• Drive improvements in forecasting processes, data quality, and automation
• Lead or support implementation and optimisation of treasury systems and tools

WHAT YOU’LL BRING:

• 8–12+ years’ experience in treasury or corporate finance, with clear ownership of cashflow forecasting and liquidity management
• Proven experience owning and delivering 12-month (or longer) cashflow forecasts in a complex business
• Strong track record in debt facilities, covenant reporting, and lender management
• Experience managing FX and/or interest rate hedging programmes
• Experience operating in a dynamic, fast-paced environment (e.g. PE-backed, high-growth, or multinational)
• Advanced cashflow modelling and forecasting capability
• Strong understanding of working capital, liquidity drivers, and debt structures
• Good understanding of financial risk management and hedging instruments
• Ability to connect P&L, balance sheet, and cash seamlessly
• Experience with treasury management systems and banking platforms
• High ownership mindset with the ability to operate autonomously
• Commercially astute with strong judgement and problem-solving ability
• Confident communicator, able to influence senior stakeholders
• Detail-oriented but able to elevate to strategic insights
• Proactive, with a focus on continuous improvement

IT WILL BE A BONUS IF YOU ARE: 

• ACA / ACCA / CIMA or equivalent
• AMCT or equivalent treasury qualification

The annualized base salary for this role ranges from $165,000 to $175,000 USD and includes eligibility for annual bonus scheme. This role will also be eligible to take part in Genius Sports Group's benefits plan.

We enjoy an ‘office-first’ culture and maximize opportunities to collaborate, connect and learn together. Our hybrid working models differ depending on your role and location. 

As well as a competitive salary and range of benefits, we’re committed to supporting employee wellbeing and helping you grow your skills, experience and career. Learn more about how rewarding life at Genius can be at Reward | Genius Sports. 

One team, being brave, driving change  

We strive to create an inclusive working environment, where everyone feels a sense of belonging and the ability to make a difference. Learn more about our values and culture at Culture | Genius

Let us know when you apply if you need any assistance during the recruiting process due to a disability.

With millions of diners, 60,000+ restaurant partners and 25+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a passion for helping restaurants thrive. Our world-class technology empowers restaurants to focus on what matters most – their team, their guests, and their bottom line – while enabling diners to discover and book the perfect restaurant for every occasion. 

Every employee at OpenTable has a tangible impact on what we do and how we do it. You’ll also be part of a global team and its portfolio of metasearch brands. Hospitality is all about taking care of others, and it defines our culture.

The Role:

We’re looking for an accomplished and visionary Vice President, FP&A to lead, scale, and transform our global FP&A function. Reporting to the CFO, this leadership role requires a strategic partner to the CFO, executive team, and the extended leadership team, driving the overall financial strategy and performance management framework for OpenTable. This role requires exceptional executive presence, deep financial expertise, and a proven track record of leading high-performing teams.

In this role, you will:

• Set the strategic direction for the global financial planning process, including the annual budget, quarterly forecasts, and long-range planning, ensuring alignment with OpenTable’s corporate strategy and growth targets.
• Provide executive financial leadership and counsel to the CEO, CFO, and Executive Leadership Team on critical business decisions, performance drivers, and capital allocation strategies.
• Oversee and direct the preparation of sophisticated financial models and scenario analyses to evaluate new business ventures, M&A opportunities, and growth initiatives, ensuring robust data-driven decision-making.
• Lead the preparation and delivery of high-impact presentations and reporting to the Executive Leadership Team and the Board of Directors, offering clear visibility into financial performance, risks, and opportunities.
• Drive continuous improvement in financial systems, tools, and processes (e.g., Pigment, OneStream), establishing a best-in-class FP&A function for accuracy, efficiency, and scalability.
• Lead, mentor, and develop the entire FP&A team, fostering a culture of high performance, accountability, and continuous professional growth.
• Partner cross-functionally at the executive level (e.g., with Marketing, Product, Sales) to manage organizational resources and align financial objectives with company priorities.

Please apply if you have:

• 10-15+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting, including a minimum of 5 years leading a global or large-scale FP&A function.
• Exceptional executive-level presentation and verbal communication skills, with a proven ability to influence strategic outcomes across the organization.
• Deep expertise in financial modeling, scenario analysis, and advanced financial planning tools (e.g., Pigment, OneStream).
• Proven track record of building, mentoring, and scaling high-performing finance teams, driving accountability and superior results.
• Demonstrated ability to operate as a strategic business partner to C-level executives.
• A focus on accuracy and timely delivery, and are detail-oriented.
• Ability to prioritize and multitask in a fast-paced environment while meeting competing deadlines.
• Proactive, problem-solving approach, continuously looking for opportunities to improve processes.
• A high level of intellectual curiosity, a growth mindset, and a self-starter mentality.

Benefits and Perks

• Work from (almost) anywhere for up to 20 days per year
• Focus on mental health and well-being:
  • Company-paid therapy sessions through SpringHealth
  • Company-paid subscription to Headspace
• Annual company-wide week off a year - the whole team fully recharges (and returns without a pile-up of work!)
• Paid parental leave
• Generous paid vacation + time off for your birthday
• Paid volunteer time
• Focus on your career growth:
  • Development Dollars
  • Leadership development
  • Access to thousands of on-demand e-learnings
• Travel Discounts
• Employee Resource Groups
• Free lunch 5 days per week

There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. For this role based in our Norwalk, CT office, the base salary range is $260,000 to $280,000.

In addition to a competitive base salary, roles are eligible for additional compensation and benefits including: annual cash bonus, equity grant; health benefits; flexible spending account; retirement benefits; life insurance; paid time off (including PTO, paid sick leave, medical leave, bereavement leave, floating holidays and paid holidays); and parental leave and benefits.

Work Environment & Flexibility

At OpenTable, we pride ourselves on fostering a global and dynamic work environment. As a team member with us, you will benefit from a schedule tailored to accommodate a global workforce operating across multiple time zones. While the majority of your responsibilities may align with conventional business hours, there will be instances where you are expected to manage communications - via calls, Slack messages, or emails - outside of regular working hours to effectively collaborate with international colleagues, respond to restaurant partners, and/or address urgent matters. OpenTable will always abide by and consider local laws and regulations.

Inclusion

We’re committed to creating a workplace where everyone feels they belong and can thrive. We know the best ideas come when we bring different voices to the table, so we're building a team as dynamic as the diners and restaurants we serve—and fostering a culture where everyone feels welcome to be themselves.

If you need accommodations during the application or interview process, or on the job, we’re here to support you. Please reach out to your recruiter to request any accommodations.

With millions of diners, 60,000+ restaurant partners and 25+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a passion for helping restaurants thrive. Our world-class technology empowers restaurants to focus on what matters most – their team, their guests, and their bottom line – while enabling diners to discover and book the perfect restaurant for every occasion. 

Every employee at OpenTable has a tangible impact on what we do and how we do it. You’ll also be part of a global team and its portfolio of metasearch brands. Hospitality is all about taking care of others, and it defines our culture.

The Role:

We’re looking for an accomplished and visionary Vice President, FP&A to lead, scale, and transform our global FP&A function. Reporting to the CFO, this leadership role requires a strategic partner to the CFO, executive team, and the extended leadership team, driving the overall financial strategy and performance management framework for OpenTable. This role requires exceptional executive presence, deep financial expertise, and a proven track record of leading high-performing teams.

In this role, you will:

• Set the strategic direction for the global financial planning process, including the annual budget, quarterly forecasts, and long-range planning, ensuring alignment with OpenTable’s corporate strategy and growth targets.
• Provide executive financial leadership and counsel to the CEO, CFO, and Executive Leadership Team on critical business decisions, performance drivers, and capital allocation strategies.
• Oversee and direct the preparation of sophisticated financial models and scenario analyses to evaluate new business ventures, M&A opportunities, and growth initiatives, ensuring robust data-driven decision-making.
• Lead the preparation and delivery of high-impact presentations and reporting to the Executive Leadership Team and the Board of Directors, offering clear visibility into financial performance, risks, and opportunities.
• Drive continuous improvement in financial systems, tools, and processes (e.g., Pigment, OneStream), establishing a best-in-class FP&A function for accuracy, efficiency, and scalability.
• Lead, mentor, and develop the entire FP&A team, fostering a culture of high performance, accountability, and continuous professional growth.
• Partner cross-functionally at the executive level (e.g., with Marketing, Product, Sales) to manage organizational resources and align financial objectives with company priorities.

Please apply if you have:

• 10-15+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting, including a minimum of 5 years leading a global or large-scale FP&A function.
• Exceptional executive-level presentation and verbal communication skills, with a proven ability to influence strategic outcomes across the organization.
• Deep expertise in financial modeling, scenario analysis, and advanced financial planning tools (e.g., Pigment, OneStream).
• Proven track record of building, mentoring, and scaling high-performing finance teams, driving accountability and superior results.
• Demonstrated ability to operate as a strategic business partner to C-level executives.
• A focus on accuracy and timely delivery, and are detail-oriented.
• Ability to prioritize and multitask in a fast-paced environment while meeting competing deadlines.
• Proactive, problem-solving approach, continuously looking for opportunities to improve processes.
• A high level of intellectual curiosity, a growth mindset, and a self-starter mentality.

Benefits and Perks

• Work from (almost) anywhere for up to 20 days per year
• Focus on mental health and well-being:
  • Company-paid therapy sessions through SpringHealth
  • Company-paid subscription to Headspace
• Annual company-wide week off a year - the whole team fully recharges (and returns without a pile-up of work!)
• Paid parental leave
• Generous paid vacation + time off for your birthday
• Paid volunteer time
• Focus on your career growth:
  • Development Dollars
  • Leadership development
  • Access to thousands of on-demand e-learnings
• Travel Discounts
• Employee Resource Groups
• Free lunch 5 days per week
• Beautiful office in the Empire State Building with lots of building amenities, such as a gym,  multi-purpose room, in-building Starbucks, and more. 

There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. For this role based in our New York City office, the base salary range is $260,000 to $280,000.

In addition to a competitive base salary, roles are eligible for additional compensation and benefits including: annual cash bonus, equity grant; health benefits; flexible spending account; retirement benefits; life insurance; paid time off (including PTO, paid sick leave, medical leave, bereavement leave, floating holidays and paid holidays); and parental leave and benefits.

Work Environment & Flexibility

At OpenTable, we pride ourselves on fostering a global and dynamic work environment. As a team member with us, you will benefit from a schedule tailored to accommodate a global workforce operating across multiple time zones. While the majority of your responsibilities may align with conventional business hours, there will be instances where you are expected to manage communications - via calls, Slack messages, or emails - outside of regular working hours to effectively collaborate with international colleagues, respond to restaurant partners, and/or address urgent matters. OpenTable will always abide by and consider local laws and regulations.

Inclusion

We’re committed to creating a workplace where everyone feels they belong and can thrive. We know the best ideas come when we bring different voices to the table, so we're building a team as dynamic as the diners and restaurants we serve—and fostering a culture where everyone feels welcome to be themselves.

If you need accommodations during the application or interview process, or on the job, we’re here to support you. Please reach out to your recruiter to request any accommodations.

• Directly manage and cultivate a named account list while crafting comprehensive account plans aimed at winning and expanding business with upper middle market and enterprise companies.
• Build and sustain key relationships with C-level executives, ensuring the orchestration of appropriate executive touchpoints.
• Contribute to the development of our platform partnership strategy by establishing repeatable processes and scalable engagement models.
• Develop outbound strategies to create and nurture new business opportunities.
• Own the complete sales cycle, from lead generation to closing sales with upper middle market and enterprise clients.
• Coordinate and support the implementation of sold platforms and facilitate their effective utilization of Stripe products.
• Foster relationships with executive stakeholders at both new and existing clients.
• Collaborate with leaders across various functions (such as Engineering, Product, and Finance) to conduct complex product workshops and financial analyses.
• Lead and contribute to team initiatives aimed at developing and refining our sales process.
• Engage with Product and Engineering teams to shape and drive product strategy.

• A minimum of 3-6 years of sales or prospecting experience, ideally within a technology company, showcasing a consistent record of top performance.
• Directly manage and nurture a named account list and develop account plans for winning and expanding business with upper middle market and enterprise companies.
• Build and maintain key relationships with C-level executives while orchestrating the right executive touch points as well.
• Contribute to shaping our platform partnership strategy and building repeatable processes and scaled engagement models.
• Develop outbound strategies to create and nurture opportunities.
• Own the full sales cycle from lead to close for upper middle market and enterprise companies.
• Develop relationships with executive stakeholders at new and existing clients.
• Work with company leaders from multiple functions (e.g., Engineering, Product, and Finance) to lead complex product workshops and financial analyses.
• Lead and contribute to team projects to develop and refine our sales process.
• Engage with Product and Engineering teams to help drive product strategy.

Who we are

About Stripe

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

What you’ll do

As a Billing Account Executive at Stripe, you will use your sales and product expertise to help drive growth through both existing and new to Stripe customers. You will collaborate with the core sales, marketing, product marketing, and product teams to develop deep product and industry knowledge and drive strategic deals. You will be instrumental in leading in depth product discussions with existing and prospective customers – and building and executing against our go to market strategy.

Responsibilities

• Drive revenue to achieve and over perform on target and KPIs
• Lead new sales and upsell conversations of Stripe for existing and prospective customers.
• Drive strategic thought leadership within assigned territory to ensure user success and revenue growth 
• Deeply understand the sales process and competitors for Stripe, including software, hardware and payments.
• Serve as both an internal and customer-facing expert on Stripe, especially for your specialized products.
• Synthesize and relay customer feedback and our findings to inform Stripe’s product roadmap.
• Engage with Product, Marketing and User Operations teams to help amplify our growth trajectory.

Who you are

You are an adept salesperson, capable of engaging in business-level and technical conversations at multiple levels of the organization, including CEO, CFO, and CTO. You are used to building value in competitive situations and enjoy working on products that require deep product understanding, combined with technical knowledge. You’re as comfortable working with clients as with internal stakeholders (including executives). You’re excited to become an expert and to share your knowledge. You’re an organized self-starter, an excellent communicator who is highly analytical and has a track record for improving the processes and organizations around you.

Minimum requirements

• 8+ years of sales or prospecting experience at a technology company and a track record of top performance.
• Owning a direct sales quota, with direct sales experience closing new business and/or expansion of existing users.
• A proven ability to build strong collaborative working relationships with business partners. 
• The ability to deal effectively with ambiguity and thrive in an unstructured, fast-moving environment.
• A proven ability to be a self-starter capable of driving business results without significant supervision.
• An enthusiastic “roll up your sleeves” mentality.
• Excellent verbal and written communication skills.
• Strong presentation skills, particularly for in-person meetings with multiple stakeholders. 
• Proven ability to lead complex negotiations involving bespoke commercial agreements. 
• Ability to understand complex technical requirements and craft solutions across multiple stakeholders.
• Excellent verbal and written communication skills.

Preferred qualifications 

• • 5+ years of experience specifically selling financial services or similar software.  
  • Experience in selling billing solutions. 
  • Proven ability to sell in a fast paced environment.

Director of Channel Partnerships

Location: New York, NY

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

Channel partnerships are one of the most significant untapped growth levers at WithCoverage. As Channel Partnerships Lead, you will build our channel motion from the ground up, creating a durable pipeline through firms whose clients overlap directly with our buyers across finance, legal, and the executive suite. Think accounting firms, fractional CFOs, payroll providers, and any other trusted advisor or partner that sits next to the major decisions our clients are making.

This is a builder role with direct pipeline accountability. You will identify the right partners, get in front of them, and show them why WithCoverage's expert team paired with our technology is a step function improvement for their clients (then show them the path to making it happen). You'll work directly with leadership, own a critical new growth channel end-to-end, and have clear upside and a fast promotion path as the channel scales.

What You’ll Do:

Build the B2B Channel Motion from Scratch

• Identify and prioritize partner segments where buyer overlap is highest (accounting, fractional CFO, payroll, legal, executive advisors)
• Source, qualify, and close new channel partners through targeted outreach, events, and warm introductions
• Develop a sharp value prop for each partner type and "show the path": why their clients need WithCoverage and how the partnership works in practice

Drive Pipeline and Revenue

• Own pipeline directly attributable to channel-sourced opportunities
• Build trusted relationships with partner principals and front-line referrers to ensure consistent, high-quality referral flow
• Partner closely with sales to convert referrals and feed insights back into partner strategy

Run Channel Operations and Systems

• Implement systems to track, measure, and performance-manage partners against pipeline targets
• Build SOPs, enablement materials, and onboarding workflows that let the channel scale without breaking
• Represent WithCoverage at partner-facing events and industry functions

Who You Are:

• 5-12 years of experience in Sales, BD, or GTM; 3+ years minimum directly in a partnerships role
• Startup experience preferred but not required
• Track record of building or meaningfully scaling a channel (you've sourced partners from scratch and turned them into real revenue)
• Ruthlessly organized; you can run hundreds of relationships in parallel without dropping balls, and you have the systems to prove it
• Relationship-driven with strong commercial instincts; people trust you quickly and you know how to turn that trust into outcomes
• High-ownership operator; you want real accountability, real upside, and a clear path to expanded scope

For candidates based in the United States, the expected OTE pay range for this position at the start of employment is $175,000  – $250,000/year. Actual compensation will vary based on individual factors, including market location, relevant experience, and role scope. In addition to base salary, this role is eligible for variable compensation tied to performance or quota attainment, where applicable. WithCoverage’s Total Rewards package for full-time employees also includes equity participation and comprehensive benefits. If you’re excited about the role but your compensation expectations are outside this range, we’d still love to hear from you; final offers reflect experience, scope, and leveling.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

The Role 

We're hiring a seasoned Revenue Operations leader who moves fast, thinks from first principles, and measures themselves on unlocking performance in our GTM organization.

Hightouch has grown from 10 to 50+ account executives in under two years. That kind of growth creates complexity — in territories, in pipeline, in forecasting, in comp — and we need someone who can cut through it quickly, surface what actually matters, and iterate their way to better answers. This is not a role for someone who optimizes existing playbooks. It's for someone who questions whether the playbook is right in the first place and drives real impact on our revenue teams as a result.

This role reports to our CFO and CRO. You'll be hands-on-keyboard from day one while also building the foundation for how RevOps scales at Hightouch.

What You'll Do 

• Drive fast, data-driven decision-making with sales leadership and the executive team. Surface insights by having a point of view and pressure-testing it quickly with data.
• Own pipeline and funnel analysis with a bias toward action. Identify anything broken, deeply understand it, propose a fix, ship it, learn from it, repeat. We move in days, not quarters.
• Lead territory management as a living system. Continuously reassess coverage and help us read market signals to tweak our ICP and messaging. 
• Design and implement compensation plans that shape behavior. Align plans with company strategy, build buy-in, and deploy at scale. 
• Connect dots across marketing, finance, pre-sales, post-sales, and the exec team. RevOps at Hightouch is a vital connective function – your ability to surface information and collaborate across these groups will make you indispensable. 

Who You Are 

• You've been in high-growth, high-velocity environments with 50+ AEs, ideally at companies that sell enterprise software at multi-$100K or $1M+ price points through direct outbound and partnerships. You know how complex this motion can be and you've learned how to navigate it and prioritize what matters. 
• You think about revenue from first principles. When something isn't working, you don't reach for an industry framework first: you ask why it's not working, build a hypothesis, and test it. You're comfortable holding a view loosely and updating it fast. You also want to learn Hightouch deeply and are excited to build RevOps infrastructure that fits, not just to apply what worked at your last company.
• You have a bias toward iteration over perfection. You'd rather ship an imperfect analysis that moves a decision forward than spend two weeks on a polished deck that arrives too late. You've built cultures around this mentality, not just practiced it yourself.
• You've used data, comp, and visibility to change behavior. You've redesigned incentive structures mid-cycle when they weren't driving the right outcomes, and you've been willing to make the case for uncomfortable changes.
• You're a clear, direct communicator. Sales leaders and executives trust you because you tell them what you actually think, not what they want to hear. You can explain a nuanced revenue problem without burying the point. 

The salary range for this position is $240,000 to $325,000 per year, which is location independent in accordance with our remote-first policy. We also offer meaningful equity compensation in the form of ISO options, and offer early exercise and a 10 year post-termination exercise window.

Marketing Scientist, Creator Monetization

About the role

Beast Industries is building the operating system for creator monetization — the connective tissue between the world's biggest creators and the brands that want to reach their audiences. Vyro is our brand-creator marketplace, and we believe there's a real opportunity to do something here that no one else in the space is set up to do.

Where's the real incrementality — and how much is it worth?

That question is the entire job.

We're hiring a Marketing Scientist to design and run the experiments that will help us answer it. You'll build a portfolio of incrementality tests, lift studies, and measurement frameworks — starting scrappy, getting sharper with every campaign, and using what we learn to inform what we build, what we sell, and where we double down next.

This is an early role on a team still finding its shape. You'll work directly with leadership, sit close to the engineers and product people building Vyro, and have a direct line to the creative talent that powers Beast. The strategy isn't fully baked. The org isn't fully built. Some of the answers don't exist yet — that's part of the appeal. You'll be one of the people figuring them out.

What you'll do

• Help us run our first real campaigns and learn from them — fast. Design tests that get useful answers in weeks, not quarters, and tighten the methodology with each iteration.
• Build the measurement playbook as we go: holdouts, geo-experiments, matched markets, retargeting studies, creative variant testing — picking the right tool for the question in front of us, not the most elegant one in the textbook.
• Partner with our buy-side operators on retargeting strategy, turning campaign exposure data into audiences and quantifying what those audiences are actually worth.
• Translate findings into clear, brand-facing case studies and internal product decisions. Every campaign should teach us something, and that something should sharpen the next sales conversation or product bet.
• Work directly with creators, creative leads, sales, and engineering — sometimes all in the same week, often without clean handoffs. Push hypotheses about what makes sponsored content actually convert: pacing, placement, call-to-action, narrative integration, and the subtler factors no one has quantified yet.
• Help us figure out where creator data should and shouldn't flow. You'll be a key voice on what's measurable, what's defensible, and where our long-term advantage lives.

Who you are

You have 2–4 years of experience and have already shipped measurement work that influenced real decisions. You're past needing your hand held on study design, but early enough in your career that you're still hungry — fired up by a clean experimental result, irritated when someone hand-waves a number.

You can hold a tangle of moving parts in your head and explain it back simply. You see the levers and the knock-on effects where others see noise, and you can walk a brand, a creator, or a CFO through that picture without losing them. You're relentless about the unglamorous work — chasing the loose thread, building the tracker no one else wanted to build, keeping the study honest when it would be easier not to. And underneath it all, you genuinely like the craft: spreadsheets, queries, models. That's the part of the day you'd rather not stop doing.

You're allergic to false precision and process for its own sake. You'd rather ship a rough answer this week than a perfect one next quarter, and you know which questions are worth which level of rigor.

Required experience

• 2–4 years in a marketing science, ad measurement, experimentation, or analytics role — with hands-on responsibility for experiments that shipped and influenced decisions.

• Currently or recently at one of two kinds of places:

• A platform creator-monetization team: YouTube Creator Partnerships (formerly BrandConnect), the YouTube Partner Program, or YouTube Shopping; TikTok One (which now houses Creator Marketplace and Spark Ads) or TikTok Shop; Meta's Instagram Creator Marketplace or the Partnership Ads team (formerly Branded Content Ads).
• A measurement-focused performance shop: an incrementality, attribution, or media mix modeling platform (Measured and Northbeam are good examples) — somewhere you ran or supported real lift tests for paying brands.

• Working knowledge of incrementality testing, causal inference fundamentals, and the limits of last-click attribution. You don't need a PhD — you need to know which tool fits the question.
• Comfort with SQL and a scripting language (Python or R). You can pull your own data, build your own models, and aren't waiting on someone else's dashboard to do your job.

Bonus points

• Experience with cross-platform measurement — quantifying lift when the same campaign runs on YouTube and TikTok and Meta.
• You've shipped a real geo-experiment or matched-market test in the wild and have opinions about why most of them are designed badly.
• Familiarity with platform APIs across the major social ecosystems and a clear-eyed sense of what they do and don't expose.
• You've worked closely with creators or talent before and understand that the creative side of this work matters as much as the math.

POSITION SUMMARY:

This individual will play a critical cross-functional role supporting the Private Debt business, leading financial analysis and planning efforts, while working closely with the Tax team to incorporate tax considerations into reporting and ensure the business has clear, actionable tax visibility.

The ideal candidate is a self-starter with expertise in both financial planning and tax, capable of managing complex data, delivering actionable insights, and driving process improvement. This position will work closely with senior leadership, including the CFO, EVP & VP of FP&A and act as a key liaison with internal stakeholders and external advisors.

RESPONSIBILITIES

Financial Planning & Analysis (Approx. 60%):

• Support the delivery and ongoing enhancement of monthly reporting and analysis
• Analyze financial performance, including budget vs. actuals and key business drivers
• Assist with quarterly close processes, including accruals and allocations
• Develop and maintain financial models to support budgeting, forecasting, and long-term planning
• Contribute to improving operating P&L processes and reporting efficiency
• Support the implementation and optimization of financial systems and tools

Tax Forecasting & Strategy (Approx. 40%):

• Maintain and enhance quarterly tax forecasting and estimation processes
• Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions
• Support process improvements through automation and best practices to enhance accuracy and efficiency

COMPETENCIES:

• Strong analytical and modeling capabilities with the ability to synthesize complex financial data into actionable insights.
• Excellent communication skills and comfort working with executives and third-party service providers.
• High attention to detail with a demonstrated ability to manage multiple projects simultaneously.
• Strong leadership presence, with the ability to work independently and within cross-functional teams.
• Proactive and adaptable in a fast-paced, evolving environment.

REQUIREMENTS/QUALIFICATIONS:

• Bachelor’s degree in accounting, Finance, Economics, or a related field; CPA, CFA, or advanced degree preferred.
• 3–6 years of experience in tax and/or FP&A, preferably in the private equity or broader financial services industry.
• Proven experience with corporate and partnership tax concepts and IRS compliance.
• Advanced Microsoft Excel skills required, and financial modeling experience strongly preferred.
• Familiarity/Nice to have with financial and reporting systems such as NetSuite, Investran, Anaplan, Concur, SQL, and Snowflake.

This role will interview candidates for both our Boston and New York offices. 

For New York City only: The base salary range for this position is $110,000- $150,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

What you’ll do

The AI infrastructure buildout is the largest capital deployment cycle since the shale boom. Hundreds of billions of dollars will flow into power and data center assets over the next decade, and the people who build the financing playbooks now will define how this entire industry gets funded. This role sits at the center of that.

As Giga’s Head of Project Finance, you will own capital formation for the company. You will build the project finance function from the ground up — the team, the lender relationships, the capital strategy, and the financing playbooks that unlock nine- and ten-figure infrastructure deployments across power generation and data center assets. You will report directly to the CFO, work shoulder-to-shoulder with the CEO, and sit at the table with tier-one lenders, infrastructure funds, and tax equity investors as the principal, not the advisor.

This is not a role for someone looking to run a desk inside an established framework. You are inheriting a blank page. You will define how Giga finances its pipeline, hire the team that executes it, and set the standard for how this generational buildout gets funded.

This role comes with meaningful equity in a company at the inflection point of a generational buildout. If you’ve been waiting for the right moment to step into principal ownership of capital strategy at scale, this is it.

Where you’ll work

Remote. NYC Preferred

Responsibilities

•   Own capital formation across the portfolio — set the financing strategy for Giga’s full pipeline of power and data center assets, determining how each project gets capitalized across debt, tax equity, sponsor equity, and alternative structures.
•   Lead the project finance function end to end — from originating lender and investor relationships, to structuring and negotiating facilities, to closing deals, to managing post-close compliance and reporting.
•   Build and lead the team — hire, develop, and manage the project finance organization. Define the operating model, the review process, and the bar for financial rigor as the team scales from one to many.
•   Structure and close financings at scale — negotiate non-recourse and limited-recourse debt facilities, construction financing, tax equity partnerships, back-leverage, holdco debt, and other structures with institutional lenders, infrastructure funds, and strategic partners.
•   Serve as Giga’s principal face to the capital markets — own relationships with tier-one project finance banks, infrastructure funds, tax equity investors, and ratings agencies. Build the institutional credibility that unlocks favorable terms across the portfolio.
•   Drive deals to close on Giga’s timelines — lead financial due diligence and lender-facing workstreams, coordinate across legal, engineering, and operations, and hold the pen on the financial narrative from term sheet through funding.
•   Partner with the CEO and CFO on enterprise capital strategy — inform decisions on project selection, portfolio construction, capital allocation, and the corporate financing stack that sits above the project level.
•   Represent the company to the board and investment committees — translate complex multi-layer financing structures into clear risk-return narratives for the board, external investors, and credit committees on the other side of the table.
•   Build the internal financial infrastructure — models, templates, underwriting standards, governance, reporting cadences, and lender compliance systems that scale with deal volume as Giga grows.

Requirements

•   10+ years in project finance, structured finance, or infrastructure finance, with a clear track record of leading deals from origination through close as the principal or lead banker — not as support.
•   Proven record of closing large-scale non-recourse and limited-recourse debt facilities for physical infrastructure assets, including construction-phase financing, at sizes that have materially moved a portfolio.
•   Deep experience structuring and negotiating across the full capital stack — senior debt, mezzanine, tax equity, back-leverage, and sponsor equity — with the judgment to know which structure fits which project.
•   Demonstrated ability to build a function from scratch or rebuild one at inflection, including hiring and managing a team, setting the operating cadence, and establishing the standards.
•   Established relationships across institutional lenders, infrastructure funds, and tax equity investors that you can activate from day one.
•   Elite modeling fluency — you can build a project finance model from a blank spreadsheet, sculpt debt against complex cash flows, and defend every assumption in front of a credit committee. You also know when not to be the one in the model.
•   Executive presence and narrative skill — you’re as credible in a board meeting as you are in a credit committee, and you can turn complex structures into clear risk-return stories for any audience.
•   High agency and builder’s instinct — you are energized, not unnerved, by the prospect of writing the playbook rather than following one.

Bonus Points

•   Direct experience financing power generation, energy, or data center infrastructure assets at scale.
•   Deep familiarity with ITC/PTC tax credit structures and transferability provisions under the Inflation Reduction Act, including structuring transfer deals with corporate buyers.
•   Senior background at an infrastructure-focused investment bank (Macquarie, Guggenheim, RBC, MUFG, KeyBanc) or an infrastructure fund (Stonepeak, GIP, Brookfield, IFM).
•   Experience with equipment-level financing, sale-leaseback structures, or asset-backed lending for industrial or power assets.
•   Experience leading a capital markets or project finance function inside an operating company, not just advising from the sell-side.
•   MBA, CFA, or graduate degree in a quantitative field.
•   Prior experience at a high-growth company during a scaling phase — you know what it feels like when the pace of the business outstrips the infrastructure, and you’re energized by that, not overwhelmed.

Benefits 

• Subsidized health, dental, and vision insurance
• Equity (options) in a rapidly growing startup
• 401(k) with 4% employer match
• Unlimited PTO
• Parental leave
• Healthcare and Dependent Care Flexible Spending Accounts (FSA) or Health Savings Account (HSA)
• Commuter benefits
• Monthly team onsites where all offices come in–person to collaborate

About the Team

This role sits within Mammoth Brands’ Global Finance organization, which spans FP&A, Supply Chain Finance,  Accounting, Tax, Treasury and Strategy across North America, the UK, and Germany. The team operates as a strategic partner to the Mammoth Brands commercial businesses and supports our corporate teams. 

About the Role

The Head of Strategic Finance is a new role on the Mammoth Brands finance leadership team, based in New York City. Reporting directly to the Mammoth Brands CFO, Jeff Lipkin, this person will serve as a trusted partner across some of our most important financial decisions — from capital markets and financing and M&A execution to external investor positioning/story telling, Board material generation along with driving ad hoc Mammoth Brands CEO-driven growth initiatives.

This is a role for someone who thrives at the intersection of finance and strategy: equally comfortable building a detailed financial model and presenting to a board, managing investment banking relationships and drafting an S-1. You will help shape how Mammoth Brands tells its financial story externally, execute transactions end to end, and support the company’s path toward becoming a publicly-listed company.

We are looking for a candidate with deep technical finance expertise, strong judgment, and the ownership mentality to operate with significant autonomy in a high-stakes environment — with ambitions to grow and expand into a larger leadership role over time. This person is not afraid to roll up their sleeves when necessary. 

What You Will Accomplish

Capital Markets & Financing

• Support debt and equity financing activities, including equity raises and refinancing
• Lead the execution of  S-1 drafting and IPO preparation as Mammoth Brands works toward public readiness
• Optimize leverage, liquidity, and interest rate exposure across the capital structure
• Define and manage FX strategy to mitigate risk and support global operations
• Manage investment banking relationships in close partnership with our CFO
• Own external-facing positioning materials, including investor presentations and management presentations

M&A Support

• Drive M&A execution support alongside our CFO and CGO
• Support pro forma P&L, valuation, and balance sheet analysis for transactions
• Lead inbound and reverse due diligence for strategic M&A and investor conversations

BOD & Executive Support

• Drive execution of Board of Directors and investor materials
• Support Mammoth Brands’ Accelerator analysis and related investment evaluation
• Own capital structure optimization on an ongoing basis
• Execute ad hoc growth and capitalization projects from the CEO
• Own corporate development activities for Mammoth Brands, including helping evaluate partnership and JV opportunities with a financial and strategic lens
  
  

This Should Describe You

• A seasoned finance professional. You have 7-10 years of experience in investment banking, private equity, or corporate development, with deep expertise in M&A execution, financial modeling, and transaction structuring. Wide ranging transaction experience is a requirement. 
• Experienced in capital markets. You have worked on equity raises, debt financings, and/or IPO preparation, including hands-on experience with S-1 drafting and external financing documents.
• A strong external communicator. You have owned investor-facing materials — management presentations, investor decks, positioning documents — and are comfortable translating complex financial analysis into clear executive narratives. You are a good storyteller. 
• A trusted partner to senior leadership. You work well on cross functional projects and are comfortable operating at the CFO and CEO level on a daily basis.
• Highly autonomous and accountable. At this level, you operate almost entirely independently — you spot gaps, preempt problems, and drive work from idea to execution without being asked. You are the clear point of accountability for your work with all internal and external stakeholders.
• Strategic and deeply analytical. You set strategy and get buy-in on big decisions. You scope work that has company-wide implications, execute at a high level of quality and speed, and are never satisfied with the status quo.
• A creative problem-solver with resilience. You navigate complex, ambiguous situations with calm and focus. You take calculated risks and build new approaches when things don’t go as planned.
• Direct and humble. You share a POV when you have one and know when to listen. You give and receive feedback openly, in all directions, and demonstrate genuine trust and respect for cross-functional partners.
• Based in New York City (or willing to relocate). You are in-office Tuesday, Wednesday, and Thursday at our SoHo headquarters.
  
  

Here’s Who You’ll Work With

• Reporting directly to Jeff Lipkin, CFO
• Close partnership with our CEOs on growth and capitalization strategy
• Regular collaboration with the Head of Corporate FP&A, Head of Accounting, Head of Tax,  Chief Growth Officer and our Chiefs of Staff to the CEOs
• Relationship manager for Mammoth Brands’ investment banking partners
• Supporting exposure to the Mammoth Brands Board of Directors

Benefits and perks

• Medical, dental, and vision coverage
• 401k match
• Equity in Mammoth Brands 
• Flexible time off and working hours
• L&D stipend
• 4 weeks sabbatical after 5 years, 6 weeks after 10 years, and 8 weeks after 15 years 
• 20 fully paid weeks off for parents who give birth, or 16 fully paid weeks off for all other paths to parenthood
• Fun IRL and virtual events including happy hours, team building events, and parties on our rooftop
• Free products from our family of brands

The Mammoth Brands' working model is in-office Tuesday, Wednesday, and Thursday. Our beautiful 70,000 square foot SoHo office is decked out with bagels on Wednesdays and lunch on Thursdays, and fully stocked kitchens with snacks, coffee, and drinks everyday.  Can’t forget the free products and the opportunity to have some meetings without Zoom!

We can’t quantify all of the intangible things we think you’ll love about working at Mammoth Brands, like the exciting challenges we tackle, the smart and humble team you’ll get to work with, and our supportive and inclusive culture. That said, our salary ranges are based on paying competitively for our size and industry, and are one part of our total rewards package, which also includes a comprehensive set of benefits and our equity program. The base salary hiring range for this position is $260,000-$280,000, but the final compensation offer will ultimately be based on the candidate’s location, skill level and experience.  

About the Team

This role sits within Mammoth Brands’ Global Finance organization, which spans FP&A, Supply Chain Finance,  Accounting, Tax, Treasury and Strategy across North America, the UK, and Germany. The team operates as a strategic partner to the Mammoth Brands commercial businesses and supports our corporate teams. 

About the Role

The Head of Strategic Finance is a new role on the Mammoth Brands finance leadership team, based in New York City. Reporting directly to the Mammoth Brands CFO, Jeff Lipkin, this person will serve as a trusted partner across some of our most important financial decisions — from capital markets and financing and M&A execution to external investor positioning/story telling, Board material generation along with driving ad hoc Mammoth Brands CEO-driven growth initiatives.

This is a role for someone who thrives at the intersection of finance and strategy: equally comfortable building a detailed financial model and presenting to a board, managing investment banking relationships and drafting an S-1. You will help shape how Mammoth Brands tells its financial story externally, execute transactions end to end, and support the company’s path toward becoming a publicly-listed company.

We are looking for a candidate with deep technical finance expertise, strong judgment, and the ownership mentality to operate with significant autonomy in a high-stakes environment — with ambitions to grow and expand into a larger leadership role over time. This person is not afraid to roll up their sleeves when necessary. 

What You Will Accomplish

Capital Markets & Financing

• Support debt and equity financing activities, including equity raises and refinancing
• Lead the execution of  S-1 drafting and IPO preparation as Mammoth Brands works toward public readiness
• Optimize leverage, liquidity, and interest rate exposure across the capital structure
• Define and manage FX strategy to mitigate risk and support global operations
• Manage investment banking relationships in close partnership with our CFO
• Own external-facing positioning materials, including investor presentations and management presentations

M&A Support

• Drive M&A execution support alongside our CFO and CGO
• Support pro forma P&L, valuation, and balance sheet analysis for transactions
• Lead inbound and reverse due diligence for strategic M&A and investor conversations

BOD & Executive Support

• Drive execution of Board of Directors and investor materials
• Support Mammoth Brands’ Accelerator analysis and related investment evaluation
• Own capital structure optimization on an ongoing basis
• Execute ad hoc growth and capitalization projects from the CEO
• Own corporate development activities for Mammoth Brands, including helping evaluate partnership and JV opportunities with a financial and strategic lens
  
  

This Should Describe You

• A seasoned finance professional. You have 7-10 years of experience in investment banking, private equity, or corporate development, with deep expertise in M&A execution, financial modeling, and transaction structuring. Wide ranging transaction experience is a requirement. 
• Experienced in capital markets. You have worked on equity raises, debt financings, and/or IPO preparation, including hands-on experience with S-1 drafting and external financing documents.
• A strong external communicator. You have owned investor-facing materials — management presentations, investor decks, positioning documents — and are comfortable translating complex financial analysis into clear executive narratives. You are a good storyteller. 
• A trusted partner to senior leadership. You work well on cross functional projects and are comfortable operating at the CFO and CEO level on a daily basis.
• Highly autonomous and accountable. At this level, you operate almost entirely independently — you spot gaps, preempt problems, and drive work from idea to execution without being asked. You are the clear point of accountability for your work with all internal and external stakeholders.
• Strategic and deeply analytical. You set strategy and get buy-in on big decisions. You scope work that has company-wide implications, execute at a high level of quality and speed, and are never satisfied with the status quo.
• A creative problem-solver with resilience. You navigate complex, ambiguous situations with calm and focus. You take calculated risks and build new approaches when things don’t go as planned.
• Direct and humble. You share a POV when you have one and know when to listen. You give and receive feedback openly, in all directions, and demonstrate genuine trust and respect for cross-functional partners.
• Based in New York City (or willing to relocate). You are in-office Tuesday, Wednesday, and Thursday at our SoHo headquarters.
  
  

Here’s Who You’ll Work With

• Reporting directly to Jeff Lipkin, CFO
• Close partnership with our CEOs on growth and capitalization strategy
• Regular collaboration with the Head of Corporate FP&A, Head of Accounting, Head of Tax,  Chief Growth Officer and our Chiefs of Staff to the CEOs
• Relationship manager for Mammoth Brands’ investment banking partners
• Supporting exposure to the Mammoth Brands Board of Directors

Benefits and perks

• Medical, dental, and vision coverage
• 401k match
• Equity in Mammoth Brands 
• Flexible time off and working hours
• L&D stipend
• 4 weeks sabbatical after 5 years, 6 weeks after 10 years, and 8 weeks after 15 years 
• 20 fully paid weeks off for parents who give birth, or 16 fully paid weeks off for all other paths to parenthood
• Fun IRL and virtual events including happy hours, team building events, and parties on our rooftop
• Free products from our family of brands

The Mammoth Brands' working model is in-office Tuesday, Wednesday, and Thursday. Our beautiful 70,000 square foot SoHo office is decked out with bagels on Wednesdays and lunch on Thursdays, and fully stocked kitchens with snacks, coffee, and drinks everyday.  Can’t forget the free products and the opportunity to have some meetings without Zoom!

We can’t quantify all of the intangible things we think you’ll love about working at Mammoth Brands, like the exciting challenges we tackle, the smart and humble team you’ll get to work with, and our supportive and inclusive culture. That said, our salary ranges are based on paying competitively for our size and industry, and are one part of our total rewards package, which also includes a comprehensive set of benefits and our equity program. The base salary hiring range for this position is $260,000-$280,000, but the final compensation offer will ultimately be based on the candidate’s location, skill level and experience.  

About the Team

This role sits within Mammoth Brands’ Global Finance organization, which spans FP&A, Supply Chain Finance,  Accounting, Tax, Treasury and Strategy across North America, the UK, and Germany. The team operates as a strategic partner to the Mammoth Brands commercial businesses and supports our corporate teams. 

About the Role

The Head of Strategic Finance is a new role on the Mammoth Brands finance leadership team, based in New York City. Reporting directly to the Mammoth Brands CFO, Jeff Lipkin, this person will serve as a trusted partner across some of our most important financial decisions — from capital markets and financing and M&A execution to external investor positioning/story telling, Board material generation along with driving ad hoc Mammoth Brands CEO-driven growth initiatives.

This is a role for someone who thrives at the intersection of finance and strategy: equally comfortable building a detailed financial model and presenting to a board, managing investment banking relationships and drafting an S-1. You will help shape how Mammoth Brands tells its financial story externally, execute transactions end to end, and support the company’s path toward becoming a publicly-listed company.

We are looking for a candidate with deep technical finance expertise, strong judgment, and the ownership mentality to operate with significant autonomy in a high-stakes environment — with ambitions to grow and expand into a larger leadership role over time. This person is not afraid to roll up their sleeves when necessary. 

What You Will Accomplish

Capital Markets & Financing

• Support debt and equity financing activities, including equity raises and refinancing
• Lead the execution of  S-1 drafting and IPO preparation as Mammoth Brands works toward public readiness
• Optimize leverage, liquidity, and interest rate exposure across the capital structure
• Define and manage FX strategy to mitigate risk and support global operations
• Manage investment banking relationships in close partnership with our CFO
• Own external-facing positioning materials, including investor presentations and management presentations

M&A Support

• Drive M&A execution support alongside our CFO and CGO
• Support pro forma P&L, valuation, and balance sheet analysis for transactions
• Lead inbound and reverse due diligence for strategic M&A and investor conversations

BOD & Executive Support

• Drive execution of Board of Directors and investor materials
• Support Mammoth Brands’ Accelerator analysis and related investment evaluation
• Own capital structure optimization on an ongoing basis
• Execute ad hoc growth and capitalization projects from the CEO
• Own corporate development activities for Mammoth Brands, including helping evaluate partnership and JV opportunities with a financial and strategic lens
  
  

This Should Describe You

• A seasoned finance professional. You have 7-10 years of experience in investment banking, private equity, or corporate development, with deep expertise in M&A execution, financial modeling, and transaction structuring. Wide ranging transaction experience is a requirement. 
• Experienced in capital markets. You have worked on equity raises, debt financings, and/or IPO preparation, including hands-on experience with S-1 drafting and external financing documents.
• A strong external communicator. You have owned investor-facing materials — management presentations, investor decks, positioning documents — and are comfortable translating complex financial analysis into clear executive narratives. You are a good storyteller. 
• A trusted partner to senior leadership. You work well on cross functional projects and are comfortable operating at the CFO and CEO level on a daily basis.
• Highly autonomous and accountable. At this level, you operate almost entirely independently — you spot gaps, preempt problems, and drive work from idea to execution without being asked. You are the clear point of accountability for your work with all internal and external stakeholders.
• Strategic and deeply analytical. You set strategy and get buy-in on big decisions. You scope work that has company-wide implications, execute at a high level of quality and speed, and are never satisfied with the status quo.
• A creative problem-solver with resilience. You navigate complex, ambiguous situations with calm and focus. You take calculated risks and build new approaches when things don’t go as planned.
• Direct and humble. You share a POV when you have one and know when to listen. You give and receive feedback openly, in all directions, and demonstrate genuine trust and respect for cross-functional partners.
• Based in New York City (or willing to relocate). You are in-office Tuesday, Wednesday, and Thursday at our SoHo headquarters.
  
  

Here’s Who You’ll Work With

• Reporting directly to Jeff Lipkin, CFO
• Close partnership with our CEOs on growth and capitalization strategy
• Regular collaboration with the Head of Corporate FP&A, Head of Accounting, Head of Tax,  Chief Growth Officer and our Chiefs of Staff to the CEOs
• Relationship manager for Mammoth Brands’ investment banking partners
• Supporting exposure to the Mammoth Brands Board of Directors

Benefits and perks

• Medical, dental, and vision coverage
• 401k match
• Equity in Mammoth Brands 
• Flexible time off and working hours
• L&D stipend
• 4 weeks sabbatical after 5 years, 6 weeks after 10 years, and 8 weeks after 15 years 
• 20 fully paid weeks off for parents who give birth, or 16 fully paid weeks off for all other paths to parenthood
• Fun IRL and virtual events including happy hours, team building events, and parties on our rooftop
• Free products from our family of brands

The Mammoth Brands' working model is in-office Tuesday, Wednesday, and Thursday. Our beautiful 70,000 square foot SoHo office is decked out with bagels on Wednesdays and lunch on Thursdays, and fully stocked kitchens with snacks, coffee, and drinks everyday.  Can’t forget the free products and the opportunity to have some meetings without Zoom!

We can’t quantify all of the intangible things we think you’ll love about working at Mammoth Brands, like the exciting challenges we tackle, the smart and humble team you’ll get to work with, and our supportive and inclusive culture. That said, our salary ranges are based on paying competitively for our size and industry, and are one part of our total rewards package, which also includes a comprehensive set of benefits and our equity program. The base salary hiring range for this position is $260,000-$280,000, but the final compensation offer will ultimately be based on the candidate’s location, skill level and experience.  

About the Team

This role sits within Mammoth Brands’ Global Finance organization, which spans FP&A, Supply Chain Finance,  Accounting, Tax, Treasury and Strategy across North America, the UK, and Germany. The team operates as a strategic partner to the Mammoth Brands commercial businesses and supports our corporate teams. 

About the Role

The Head of Strategic Finance is a new role on the Mammoth Brands finance leadership team, based in New York City. Reporting directly to the Mammoth Brands CFO, Jeff Lipkin, this person will serve as a trusted partner across some of our most important financial decisions — from capital markets and financing and M&A execution to external investor positioning/story telling, Board material generation along with driving ad hoc Mammoth Brands CEO-driven growth initiatives.

This is a role for someone who thrives at the intersection of finance and strategy: equally comfortable building a detailed financial model and presenting to a board, managing investment banking relationships and drafting an S-1. You will help shape how Mammoth Brands tells its financial story externally, execute transactions end to end, and support the company’s path toward becoming a publicly-listed company.

We are looking for a candidate with deep technical finance expertise, strong judgment, and the ownership mentality to operate with significant autonomy in a high-stakes environment — with ambitions to grow and expand into a larger leadership role over time. This person is not afraid to roll up their sleeves when necessary. 

What You Will Accomplish

Capital Markets & Financing

• Support debt and equity financing activities, including equity raises and refinancing
• Lead the execution of  S-1 drafting and IPO preparation as Mammoth Brands works toward public readiness
• Optimize leverage, liquidity, and interest rate exposure across the capital structure
• Define and manage FX strategy to mitigate risk and support global operations
• Manage investment banking relationships in close partnership with our CFO
• Own external-facing positioning materials, including investor presentations and management presentations

M&A Support

• Drive M&A execution support alongside our CFO and CGO
• Support pro forma P&L, valuation, and balance sheet analysis for transactions
• Lead inbound and reverse due diligence for strategic M&A and investor conversations

BOD & Executive Support

• Drive execution of Board of Directors and investor materials
• Support Mammoth Brands’ Accelerator analysis and related investment evaluation
• Own capital structure optimization on an ongoing basis
• Execute ad hoc growth and capitalization projects from the CEO
• Own corporate development activities for Mammoth Brands, including helping evaluate partnership and JV opportunities with a financial and strategic lens
  
  

This Should Describe You

• A seasoned finance professional. You have 7-10 years of experience in investment banking, private equity, or corporate development, with deep expertise in M&A execution, financial modeling, and transaction structuring. Wide ranging transaction experience is a requirement. 
• Experienced in capital markets. You have worked on equity raises, debt financings, and/or IPO preparation, including hands-on experience with S-1 drafting and external financing documents.
• A strong external communicator. You have owned investor-facing materials — management presentations, investor decks, positioning documents — and are comfortable translating complex financial analysis into clear executive narratives. You are a good storyteller. 
• A trusted partner to senior leadership. You work well on cross functional projects and are comfortable operating at the CFO and CEO level on a daily basis.
• Highly autonomous and accountable. At this level, you operate almost entirely independently — you spot gaps, preempt problems, and drive work from idea to execution without being asked. You are the clear point of accountability for your work with all internal and external stakeholders.
• Strategic and deeply analytical. You set strategy and get buy-in on big decisions. You scope work that has company-wide implications, execute at a high level of quality and speed, and are never satisfied with the status quo.
• A creative problem-solver with resilience. You navigate complex, ambiguous situations with calm and focus. You take calculated risks and build new approaches when things don’t go as planned.
• Direct and humble. You share a POV when you have one and know when to listen. You give and receive feedback openly, in all directions, and demonstrate genuine trust and respect for cross-functional partners.
• Based in New York City (or willing to relocate). You are in-office Tuesday, Wednesday, and Thursday at our SoHo headquarters.
  
  

Here’s Who You’ll Work With

• Reporting directly to Jeff Lipkin, CFO
• Close partnership with our CEOs on growth and capitalization strategy
• Regular collaboration with the Head of Corporate FP&A, Head of Accounting, Head of Tax,  Chief Growth Officer and our Chiefs of Staff to the CEOs
• Relationship manager for Mammoth Brands’ investment banking partners
• Supporting exposure to the Mammoth Brands Board of Directors

Benefits and perks

• Medical, dental, and vision coverage
• 401k match
• Equity in Mammoth Brands 
• Flexible time off and working hours
• L&D stipend
• 4 weeks sabbatical after 5 years, 6 weeks after 10 years, and 8 weeks after 15 years 
• 20 fully paid weeks off for parents who give birth, or 16 fully paid weeks off for all other paths to parenthood
• Fun IRL and virtual events including happy hours, team building events, and parties on our rooftop
• Free products from our family of brands

The Mammoth Brands' working model is in-office Tuesday, Wednesday, and Thursday. Our beautiful 70,000 square foot SoHo office is decked out with bagels on Wednesdays and lunch on Thursdays, and fully stocked kitchens with snacks, coffee, and drinks everyday.  Can’t forget the free products and the opportunity to have some meetings without Zoom!

We can’t quantify all of the intangible things we think you’ll love about working at Mammoth Brands, like the exciting challenges we tackle, the smart and humble team you’ll get to work with, and our supportive and inclusive culture. That said, our salary ranges are based on paying competitively for our size and industry, and are one part of our total rewards package, which also includes a comprehensive set of benefits and our equity program. The base salary hiring range for this position is $260,000-$280,000, but the final compensation offer will ultimately be based on the candidate’s location, skill level and experience.  

MongoDB is seeking a Senior Financial Analyst for our global Corporate FP&A team. We’re looking for an analyst who will work closely with the other FP&A team members and play a critical role in shaping and managing the global forecasting and planning process, with a primary focus on our planning systems, data flows, and tooling. You communicate clearly and are able to successfully juggle multiple priorities. You are a driven self-starter who is able to work with senior leadership comfortably, takes tasks from start to finish and someone who enjoys working in a fast-paced, challenging environment. You are responsive and adapt quickly to change, embrace challenges and champion the advancement of analyses, financial planning tools, systems, and controls.

This will be a hybrid in-office role. We are looking for candidates who plan to be available in our New York City office for approximately 2-3 days per week.

Responsibilities:

• Planning Systems: Partner with the IT, People, & Finance teams to help modernize/automate our forecasting and planning tools, with a focus on workforce planning. We’re on a multi-year journey to improve our planning systems and you’ll play a key role in defining requirements and implementing solutions for FP&A and our partners
• Forecast Coordination & Consolidations: You’ll bring order to a fast-moving planning ecosystem. Manage the company’s planning process/calendar and corporate-level forecast consolidation. This includes ownership of the planning calendar with clearly communicated timelines, deliverables, and expectations with all planning stakeholders
• Management Reporting: Maintain and develop reporting to summarize data and facilitate decision-making for senior management including the CEO, CFO, SVP of Finance, and the Board of Directors
• Forecast global budget items such as payroll taxes, benefits, and allocations  
• Process Simplification and Documentation: Document common FP&A processes, build and maintain central onboarding materials, and identify and action opportunities to streamline operations across FP&A teams

What You'll Need:

• Bachelor’s Degree; finance, business or economics preferred
• 3+ years of experience in FP&A or Corporate Finance roles with a heavy focus on workforce planning systems, data, and tooling (e.g., system admin, model builder, or “power user” responsibilities
• Excellent communication skills — able to translate complex system and data topics into clear language for Finance, Accounting, People Team, and business partners
• Hands on experience with Adaptive and/or Pigment is a strong plus
• Strong skills in financial modeling and data management in Google Sheets / Excel, including comfort working with large, multi‑tab models and building robust checks and controls
• Demonstrated experience with system integrations and reconciliations (e.g., ERP → planning tool, HRIS → HC models), including diagnosing issues and partnering with technical teams to resolve them
• Highly organized, process‑oriented, and energized by creating structure, documentation, and repeatable workflows in an evolving, high‑growth environment

About MongoDB

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform—the most widely available, globally distributed database on the market—helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and nearly 60,000 customers—including 75% of the Fortune 100 and AI-native startups—relying on MongoDB for their most important applications, we’re powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 

To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

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

Req ID: 4263341585

This is a remote role.

About Us
Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees, while driving measurable ROI.

We believe gifting is more than just a transaction: it’s about building genuine human connections that fuel business growth. Whether you’re engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.

We’re growing, and we’re currently looking for a Head of Business Systems & Operations to join us.

The Role

As the Head of Business Systems & Operations at Reachdesk, you will own and shape the systems and data architecture that underpin how the business operates. You will be responsible for connecting Finance, GTM, Product, and Customer teams through a single, trusted system landscape, ensuring data flows cleanly across Salesforce, NetSuite, Workato, and our BI layer. This is a high impact role where you will define how the business uses its systems, not just maintain them.

You will join at a critical stage as we complete our closed-loop architecture and transition ownership from product into the business. You will have full autonomy to design, govern, and evolve this ecosystem while embedding AI into core workflows and decision making. This role is particularly suited to someone who enjoys creating order from complexity: building a reliable, scalable foundation that the business trusts, enabling faster decisions, stronger financial control, and a step change in operational efficiency across Reachdesk.

Your Responsibilities

• Own the end-to-end systems and data architecture connecting Salesforce, NetSuite, Workato, the Reachdesk SaaS platform and the BI layer.
• Lead the transition of systems ownership into Business Operations and establish a clear operating model, governance framework, and roadmap that the business trusts and that can evolve as needs change, ensuring trusted, timely data flows across Finance, GTM, Product, and Customer teams.
• Lead from the front by setting technical direction from being in the systems alongside your team, not just reviewing their work. Define the go-forward BI architecture, ownership model, and roadmap.. 
• Complete and continuously evolve this architecture so every core process is underpinned by clean data and reliable automation.
• Establish an AI governance framework to embed AI into core workflows and decision-making, from forecasting and pipeline insights to customer health, billing, and operational automation, delivering measurable efficiency gains.
• Define and enforce master data management and integration standards across all systems.
• Partner closely with Finance, RevOps, Customer Operations, and Product to translate business priorities into scalable system solutions, balancing speed of delivery with long-term architectural integrity.
• Build, lead, and develop a small, high-performing team of systems and operations specialists, and manage external delivery partners where needed.
• Own vendor relationships, contracts, and roadmaps for our core SaaS stack, ensuring we get value, leverage, and influence over product direction, with a focus on finding efficiencies and cost savings.  
• Define and report on system health, data quality, and operational efficiency KPIs to the executive team and Board where relevant.

About You

You are a strategic systems leader with strong technical instincts and a pragmatic builder mentality. You see business systems as a competitive advantage, not a back-office function, and you are energized by the opportunity to shape the operating engine of a high-growth, PE-backed SaaS business. You understand the importance and value of data integrity and consistency, ensuring every department relies on the same core data and metrics. You are still in the system. You are as comfortable in a Salesforce flow, a NetSuite saved search, or a Workato recipe as you are in a strategy meeting. You believe leaders in this function lose their edge the moment they stop building, and you have no interest in becoming that person. You move comfortably between architecture decisions and detailed configuration, and you are equally at home in a conversation with the CFO, the CRO, or an engineer. You bring a hands-on operator mindset: you understand that great systems exist to make the business faster, sharper, and more accountable, and you measure your success by the decisions and outcomes they enable.

Must-have Qualifications

• 8+ years in Business Systems, RevOps, or BizTech leadership roles within B2B SaaS, with at least 3 years leading a function or team.
• Deep expertise across Salesforce and NetSuite, including a track record of designing and evolving the integration layer between them.
• Strong experience with iPaaS platforms (Workato strongly preferred) and modern BI tooling.
• Demonstrated ability to design and operate a closed-loop architecture, covering quote-to-cash, lead-to-revenue, and customer lifecycle, in a multi-entity, multi-currency environment.
• Demonstrably hands-on within the last 12 months and can speak in concrete detail about systems you have personally configured, automations you have built, or data models you have designed.
• Robust data governance and master data management discipline, with a clear point of view on ownership, lineage, and quality.
• Proven track record of leading complex, cross-functional systems programs end-to-end, on time and on budget.
• Excellent stakeholder management, particularly with Finance and GTM leadership, and the ability to translate technical decisions into commercial impact.
• People leadership experience with a coaching mindset, and the ability to build a small team that punches above its weight.

Preferred Qualifications

• Experience in a PE-backed, high-growth SaaS environment with tight financial control requirements.
• Familiarity with multi-stream revenue models (e.g. SaaS combined with services, marketplace, or fulfillment) and the revenue recognition complexity they bring.
• Experience embedding AI/ML or agentic automation into operational workflows, with named use cases, governance, adoption controls, and measurable business outcomes.
• NetSuite and/or Salesforce certifications.
• Experience transitioning systems ownership into a Business Operations function.
• Background working in a scaling SaaS business, comfortable operating across time zones and entities.

The Benefits

• Competitive salary with generous stock options
• 401(k) with employer match
• Medical, dental & vision insurance, including mental health support and fast access to care
• Flexible PTO that increases the longer you’re with us, plus extra flexibility for life’s unexpected moments
• A genuinely collaborative culture with innovative, fun, and ambitious people

Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds. Compensation is based on standardised salary ranges by role, level, and location, benchmarked against similar-sized companies. Final offers are determined by a combination of experience, skills, and role fit, and may vary from the listed range.

Privacy Policy: We process personal information submitted as part of your application in accordance with the Reachdesk Candidate Privacy Notice. Please review Reachdesk’s Privacy Policy here: www.reachdesk.com/candidate-privacy-policy 

This is a remote role.

About Us
Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees, while driving measurable ROI.

We believe gifting is more than just a transaction: it’s about building genuine human connections that fuel business growth. Whether you’re engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.

We’re growing, and we’re currently looking for a Head of Business Systems & Operations to join us.

The Role

As the Head of Business Systems & Operations at Reachdesk, you will own and shape the systems and data architecture that underpin how the business operates. You will be responsible for connecting Finance, GTM, Product, and Customer teams through a single, trusted system landscape, ensuring data flows cleanly across Salesforce, NetSuite, Workato, and our BI layer. This is a high impact role where you will define how the business uses its systems, not just maintain them.

You will join at a critical stage as we complete our closed-loop architecture and transition ownership from product into the business. You will have full autonomy to design, govern, and evolve this ecosystem while embedding AI into core workflows and decision making. This role is particularly suited to someone who enjoys creating order from complexity: building a reliable, scalable foundation that the business trusts, enabling faster decisions, stronger financial control, and a step change in operational efficiency across Reachdesk.

Your Responsibilities

• Own the end-to-end systems and data architecture connecting Salesforce, NetSuite, Workato, the Reachdesk SaaS platform and the BI layer.
• Lead the transition of systems ownership into Business Operations and establish a clear operating model, governance framework, and roadmap that the business trusts and that can evolve as needs change, ensuring trusted, timely data flows across Finance, GTM, Product, and Customer teams.
• Lead from the front by setting technical direction from being in the systems alongside your team, not just reviewing their work. Define the go-forward BI architecture, ownership model, and roadmap.. 
• Complete and continuously evolve this architecture so every core process is underpinned by clean data and reliable automation.
• Establish an AI governance framework to embed AI into core workflows and decision-making, from forecasting and pipeline insights to customer health, billing, and operational automation, delivering measurable efficiency gains.
• Define and enforce master data management and integration standards across all systems.
• Partner closely with Finance, RevOps, Customer Operations, and Product to translate business priorities into scalable system solutions, balancing speed of delivery with long-term architectural integrity.
• Build, lead, and develop a small, high-performing team of systems and operations specialists, and manage external delivery partners where needed.
• Own vendor relationships, contracts, and roadmaps for our core SaaS stack, ensuring we get value, leverage, and influence over product direction, with a focus on finding efficiencies and cost savings.  
• Define and report on system health, data quality, and operational efficiency KPIs to the executive team and Board where relevant.

About You

You are a strategic systems leader with strong technical instincts and a pragmatic builder mentality. You see business systems as a competitive advantage, not a back-office function, and you are energized by the opportunity to shape the operating engine of a high-growth, PE-backed SaaS business. You understand the importance and value of data integrity and consistency, ensuring every department relies on the same core data and metrics. You are still in the system. You are as comfortable in a Salesforce flow, a NetSuite saved search, or a Workato recipe as you are in a strategy meeting. You believe leaders in this function lose their edge the moment they stop building, and you have no interest in becoming that person. You move comfortably between architecture decisions and detailed configuration, and you are equally at home in a conversation with the CFO, the CRO, or an engineer. You bring a hands-on operator mindset: you understand that great systems exist to make the business faster, sharper, and more accountable, and you measure your success by the decisions and outcomes they enable.

Must-have Qualifications

• 8+ years in Business Systems, RevOps, or BizTech leadership roles within B2B SaaS, with at least 3 years leading a function or team.
• Deep expertise across Salesforce and NetSuite, including a track record of designing and evolving the integration layer between them.
• Strong experience with iPaaS platforms (Workato strongly preferred) and modern BI tooling.
• Demonstrated ability to design and operate a closed-loop architecture, covering quote-to-cash, lead-to-revenue, and customer lifecycle, in a multi-entity, multi-currency environment.
• Demonstrably hands-on within the last 12 months and can speak in concrete detail about systems you have personally configured, automations you have built, or data models you have designed.
• Robust data governance and master data management discipline, with a clear point of view on ownership, lineage, and quality.
• Proven track record of leading complex, cross-functional systems programs end-to-end, on time and on budget.
• Excellent stakeholder management, particularly with Finance and GTM leadership, and the ability to translate technical decisions into commercial impact.
• People leadership experience with a coaching mindset, and the ability to build a small team that punches above its weight.

Preferred Qualifications

• Experience in a PE-backed, high-growth SaaS environment with tight financial control requirements.
• Familiarity with multi-stream revenue models (e.g. SaaS combined with services, marketplace, or fulfillment) and the revenue recognition complexity they bring.
• Experience embedding AI/ML or agentic automation into operational workflows, with named use cases, governance, adoption controls, and measurable business outcomes.
• NetSuite and/or Salesforce certifications.
• Experience transitioning systems ownership into a Business Operations function.
• Background working in a scaling SaaS business, comfortable operating across time zones and entities.

The Benefits

• Competitive salary with generous stock options
• Pension with employer contributions (NEST)
• Affordable Private Medical Insurance, including mental health support and fast access to care
• Flexible PTO that increases the longer you’re with us, plus extra flexibility for life’s unexpected moments
• A genuinely collaborative culture with innovative, fun, and ambitious people

Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds.

Privacy Policy: We process personal information submitted as part of your application in accordance with the Reachdesk Candidate Privacy Notice. Please review Reachdesk’s Privacy Policy here: www.reachdesk.com/candidate-privacy-policy 

The Opportunity:

We're hiring a Strategic Finance Associate who is passionate about improving the landscape of behavioral healthcare. You will own Grow's financial model and play a critical role in how we forecast, plan, and allocate resources across the business. This is a high-visibility role where you will work directly with the Strategic Finance team, CEO, CFO, and Department Leads on the decisions that shape where the company is headed.

What You’ll Be Doing:

• Own and maintain Grow's financial model, including bottom-up builds, scenario analyses, and detailed forecasts that informs company-wide planning
• Build business cases for new initiatives, translating operational assumptions into financial projections that drive executive decision-making
• Track and analyze KPIs across the business, surfacing performance insights and flagging risks and opportunities to leadership
• Prepare Board and investor materials, including quarterly presentations and ad hoc analyses
• Monitor spend across departments, identify cost optimization opportunities, and support vendor negotiations

You’ll Be a Good Fit If: 

• You have 2+ years of investment banking, private equity, consulting, or strategic finance experience at a top-tier firm or high-growth startup
• You are highly analytical and comfortable owning complex financial models end to end
• You bring a first principles mindset to your work — you don't accept processes as status quo, you ask questions, and you find better ways to do things. You're expected to leverage AI to make that happen
• You have a low ego and high grit mentality — you're as comfortable rolling up your sleeves as you are presenting to the C-suite, and you take pride in being someone your teammates can count on

Employment Type: Full Time, Exempt
Base Compensation (NY Hybrid): $107,231 - $123,000 USD 

This role is hybrid (onsite from our NYC hub location) four days per week: Monday, Tuesday, Wednesday, Thursday). We also travel 2–3 times per year (e.g., company and department offsites).

The base compensation for this role will vary depending on several factors, including relevant experience, qualifications, and the candidate’s working location.

Note: Please upload your resume in PDF format

The Opportunity:

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

You Will:

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

You Should Have:

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

 Why Flexport:

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

The Opportunity:

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

You Will:

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

You Should Have:

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

 Why Flexport:

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

Van Leeuwen Ice Cream is seeking a Senior Accounting Manager to join its growing Finance team. Reporting to the Controller, this role will be helping to build the processes around core accounting operations while ensuring accuracy, efficiency, and consistency across all workflows.  

The Senior Accounting Manager will own critical components of the monthly close and key areas including revenue, COGS, A/R, A/P and general ledger activity. This is a highly hands-on role, ideal for someone who can seamlessly shift between high-level technical strategy and detailed execution in a fast paced, lean environment.

This role will be based out of our Williamsburg, Brooklyn office and follow Van Leeuwen’s hybrid work model and be in office three days a week.

Job Responsibilities

• Daily Accounting Operations 
• Manage and execute core accounting activities including journal entries, account reconciliations, and general ledger maintenance
• A/P Management
• Oversee accounts payable processes, including invoice processing, vendor management, and payment runs
• A/R Management
• Manage accounts receivable, including billing, collections, and cash application
• Month-End Close
• Support and help drive the monthly close process, ensuring accuracy, completeness, and timeliness across all assigned areas
• Inventory & COGS Support
• Assist with inventory accounting, cost tracking, and reconciliation processes in partnership with the Controller and Operations
• Process Improvement
• Provide recommendations to the Controller to improve internal controls, automate manual workflows, and build out the accounting tech stack 
• Reconciliations & Controls
• Prepare and maintain balance sheet reconciliations
• Support internal controls and documentation
• Participate in monthly balance sheet reviews with the Controller and CFO 
• Audit Support 
• Assist with audit preparation, documentation, and coordination with external auditors.
• Cross-Functional Collaboration 
• Work closely with FP&A, Operations, Supply Chain and other teams to ensure accurate data flow and financial reporting

Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field (CPA strongly preferred)
• 5 to 8+ years of progressive accounting experience
• Experience in CPG, food & beverage, multi-unit retail, or manufacturing is a plus
• Strong experience with A/P, A/R, general ledger, and month-end close processes
• Hands-on experience with NetSuite or similar ERP systems
• Deep understanding of U.S. GAAP, inventory/accounting principle, multi-unit environments
• High attention to detail and strong organizational skills
• Startup DNA: comfortable with ambiguity. You don't wait for a manual; you write it
• Strong communication skills and ability to collaborate across teams
• Must be comfortable working in-store scoop shifts as needed, while adhering to DOH guidelines

Compensation + Benefits

$130,000 - 150,000 annual compensation depending on experience, paid weekly 

Eligible for annual 10% bonus

• Employee Scoop Card (Enjoy Ice Cream from any of our scoop shops nationwide)
• Medical, Dental + Vision Insurance with 70% Employer Contribution
• 401k with up to 4% Employer Match
• Cell Phone Reimbursement Plan
• Wellness Reimbursement Plan 
• Flexible Time Off - No accrual required
• Paid Sick Time
• Paid one month sabbatical (eligible after 4 years of continued employment)
• Yearly Performance Reviews

About the Role

Betterment is looking for a Sr. Internal Controls Manager to shape our internal control environment and prepare for IPO readiness.This high-visibility role sits at the center of the company’s SOX readiness program. You’ll ensure our risk and control matrices stay current, drive ongoing compliance across business process controls and IT general controls, serve as a hands-on reviewer where needed, and act as a key point of contact for our external auditors. You’ll work directly with stakeholders across Finance, Risk, Revenue Operations, Firm Operations and Engineering, with meaningful exposure to senior leadership. This is an opportunity to have substantial influence over the structure and direction of our controls function at a critical stage of the Company’s evolution.

This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. 

• New York City: $145,000-168,000

This job may also be eligible for variable compensation in the form of a company incentive bonus. 

A Day in the Life:

• Lead the annual risk assessment, control scoping, and materiality exercise in partnership with the Controller, aligning on controls in scope for validation and external audit walkthroughs
• Own the design, documentation, and ongoing assessment of entity-level controls
• Maintain and refresh the company’s business process control and IT general control risk and control matrices, ensuring risks, controls, and ownership are accurate and current
• Execute and coordinate control validation and effectiveness testing across all in-scope processes.
• Lead the preparation for and coordination of external audit walkthroughs, partnering with process owners to clarify evidence expectations, execution guidance, and remediation timelines
• Own ongoing access governance and SoD monitoring programs.
• Perform SOC 1 report reviews 

Evaluate control deficiencies, assess severity, and recommend remediation paths in coordination with the Controller and CFO.

What We’re Looking For:

• Bachelor’s degree in Accounting, Finance, MIS, or a related field
• 8+ years of experience in internal audit, internal controls, or SOX compliance, with evidence of progressive responsibility
• Deep working knowledge of COSO, SOX 404, ITGC frameworks (access management, change management), and risk and control matrix methodology
• Experience with business process controls across common enterprise cycles: revenue, expenditures, payroll, financial close, and treasury
• Exceptional communication skills and comfort managing up and cross-functionally in a rapidly changing control environment ( Willingness to learn and adopt new technologies, including AI-assisted workflows and automation tools

Nice to Have:

• Experience with systems in our stack: NetSuite, Zip, Stripe, Salesforce, Numeric, ADP, Greenhouse, Pave, Okta, FastPath, or Hyperproof
• An active CPA license or professional certifications such as CISA are beneficial
• A mix of public accounting, consulting, or private company work experience
• Prior experience leading a  SOX audit cycle or IPO readiness process
• Experience in technology and/or financial services industries

The Chief Risk Officer (CRO) is a newly created role, as we establish a formal second line of defense, bringing Regulatory & Compliance, Enterprise Risk & Governance and Safety, Resilience & Incident Management together under one risk structure.  The successful candidate will be a key member of iCapital’s Performance and Risk Management team, accountable for the enterprise-wide risk management, regulatory compliance, and safety and resilience programs of the firm. This leader will oversee the integration of regulatory and compliance functions with a comprehensive enterprise risk management framework, ensuring iCapital continues to operate with strong governance, disciplined risk oversight, and regulatory credibility as the business scales globally.

Reporting directly to the Chief Financial Officer, the CRO will partner closely with executive leadership, the Board, and Board‑level Audit & Risk Management Committee to proactively identify, assess, and manage risk across iCapital’s global platform. This role is critical to iCapital’s continued growth, requiring a seasoned executive with deep expertise in alternative investments, complex regulatory environments, and enterprise risk management.

The CRO will oversee the administrative and strategic activities of the teams responsible for regulatory compliance, risk management, controls, and resilience, while serving as a trusted advisor to senior leadership.

Responsibilities:

Regulatory & Compliance Oversight and Execution

• Global Regulatory Strategy: Oversee regulatory compliance across iCapital’s global footprint, including U.S., Canada, UK, Europe, and APAC jurisdictions, and support expansion into new regulated markets.
• Alternatives & Structured Products: Provide leadership on regulatory requirements governing alternative investments, structured investments, annuities, and registered and private fund vehicles.
• Licensing & Registrations: Oversee regulatory registrations, licensing, exemptions, and ongoing obligations with regulators including the SEC, FINRA, and international authorities.
• Policies & Controls: Ensure the development and maintenance of scalable policies, procedures, training, and controls aligned with regulatory requirements and business strategy.
• Regulatory Engagement: Lead regulatory examinations, audits, and inquiries, maintaining strong, credible relationships with regulators and external advisors.

Enterprise Risk & Governance Leadership

• Enterprise Risk Management (ERM): Design, evolve, and execute iCapital’s enterprise risk management framework, including risk appetite, governance, assessment, and reporting across all business lines and geographies.
• Risk Governance: Provide oversight through established governance forums, including the Board‑level Audit & Risk Management Committee, Corporate Risk Management Committee, and operational risk working groups.
• Risk Assessment & Monitoring: Maintain and enhance the enterprise risk register, integrating Risk Control Self‑Assessments (RCSAs), risk appetite metrics, and issue management into a consistent, scalable framework.
• Executive & Board Engagement: Serve as a primary point of contact for senior management and the Board on risk‑related matters, delivering clear, actionable insights and recommendations.

Risk Controls, Assurance & Audits

• Controls Framework: Partner with Finance, Technology, Legal, and Operations to strengthen internal controls, including IT General Controls (ITGCs), ICFR, and operational controls.
• SOC 2 & Assurance: Oversee SOC 2 audits across business lines, managing auditor relationships, evidence collection, remediation, and ongoing control maturity.
• Technology & Data Risk: Collaborate with Technology and Security teams to manage platform, data protection, and information security risk in a technology‑enabled business model.

Safety, Resilience & Incident Management

• Business & Technology Resilience: Ensure the firm’s ability to continue delivering critical services through disruption by maintaining approved business continuity and disaster recovery plans, validated through regular testing.
• Incident Management: Oversee a centralized enterprise incident management framework, including escalation protocols, response playbooks, and crisis communications.
• Life Safety & Physical Security: Provide oversight of physical security, life safety, and emergency preparedness programs across offices, travel, and firm‑sponsored events.

Leadership & Team Development

• People Leadership: Lead, mentor, and develop global teams across risk management and compliance functions, fostering a culture of accountability, partnership, and continuous improvement.
• Cross‑Functional Collaboration: Work closely with Finance, Legal, Technology, Product, and Business leaders to embed risk awareness into decision‑making while enabling growth and innovation.
• Culture of Risk Awareness: Promote a strong risk and compliance culture that balances commercial objectives with disciplined governance.

Qualifications:

• 15+ years of senior leadership experience in risk management, compliance, or governance within financial services, fintech, asset management, broker‑dealer, or investment advisory environments
• Deep, hands‑on experience with alternative investments, including regulatory treatment, product structure, and distribution considerations
• Proven ownership of regulatory compliance in highly regulated environments, including direct interaction with regulators and responsibility for examinations and audits
• Demonstrated success designing and operating enterprise risk management frameworks in complex, multi‑jurisdictional organizations
• Strong knowledge of U.S. securities regulation (SEC, FINRA, Advisers Act, Investment Company Act, AML/KYC) and familiar with international frameworks such as AIFMD and MiFID
• Credible, confident leader with the judgment and independence to challenge constructively and advise senior leadership and the Board
• Able to translate complex regulatory and risk concepts into practical, scalable solutions aligned with business strategy
• Experience leading and scaling specialized global teams.
• Bachelor’s degree required; advanced degree (JD, MBA, or equivalent) strongly preferred. Professional certifications (FRM, CRCMP, CFA, CPA, CAMS) a plus

Benefits:

The base salary range for this role is $350,000 to $400,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

 For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Head of Legal for Structured Investments and Annuities, to join as a senior member of the Legal team.  The ideal candidate is an attorney with significant experience with financial products, including structured investments and annuities, as well as in-depth knowledge of the laws, rules, and regulations applicable to such products.  This role will work closely with the firm’s senior management, senior members of the structured investments and annuities business lines, and other attorneys within the Legal and Compliance teams.  

Responsibilities

• Act as general counsel for the firm’s structured investments and annuities businesses, serving as primary counsel on all legal and regulatory aspects, including firm-wide strategic initiatives and day-to-day matters, related to the firm’s web-based platform covering structured investments and annuities, structured investments distribution, broker-dealer matters, strategic relationships and product and global expansion.
• Serve as a senior advisor to the firm’s senior management, including the Head of Structured Products and Annuities, the Chief Financial Officer and the General Counsel, Business teams, compliance and enterprise risk on commercial, regulatory and legal issues.
• Manage a team of attorneys responsible for providing legal and regulatory support of the firm’s structured investments platform, structured investments distribution, annuities, and life insurance businesses in an efficient and cost-effective manner, as well as managing outside counsel, as necessary.
• Negotiate and supervise negotiation of complex high-value commercial agreements with counterparties and clients, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s structured investments and annuities products and services.
• Drive modernization of internal legal processes, with a focus on maximizing efficiency, supporting firmwide transformation and delivering on firmwide objectives.

Qualifications

• 10+ years of experience within a top-tier law firm and/or in-house at a broker-dealer or financial technology firm, including experience managing other attorneys
• Strong knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules
• Working knowledge of applicable insurance rules and regulations is a plus
• Experience negotiating high-value commercial agreements with sophisticated clients and counterparties
• Strong leadership and interpersonal skills
• Willingness to learn new topics and work in an evolving business environment
• Member in good standing of the New York Bar or another state or jurisdiction

Benefits

The base salary range for this role is $250,000 to $275,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Head of Legal for Structured Investments and Annuities, to join as a senior member of the Legal team.  The ideal candidate is an attorney with significant experience with financial products, including structured investments and annuities, as well as in-depth knowledge of the laws, rules, and regulations applicable to such products.  This role will work closely with the firm’s senior management, senior members of the structured investments and annuities business lines, and other attorneys within the Legal and Compliance teams.  

Responsibilities

• Act as general counsel for the firm’s structured investments and annuities businesses, serving as primary counsel on all legal and regulatory aspects, including firm-wide strategic initiatives and day-to-day matters, related to the firm’s web-based platform covering structured investments and annuities, structured investments distribution, broker-dealer matters, strategic relationships and product and global expansion.
• Serve as a senior advisor to the firm’s senior management, including the Head of Structured Products and Annuities, the Chief Financial Officer and the General Counsel, Business teams, compliance and enterprise risk on commercial, regulatory and legal issues.
• Manage a team of attorneys responsible for providing legal and regulatory support of the firm’s structured investments platform, structured investments distribution, annuities, and life insurance businesses in an efficient and cost-effective manner, as well as managing outside counsel, as necessary.
• Negotiate and supervise negotiation of complex high-value commercial agreements with counterparties and clients, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s structured investments and annuities products and services.
• Drive modernization of internal legal processes, with a focus on maximizing efficiency, supporting firmwide transformation and delivering on firmwide objectives.

Qualifications

• 10+ years of experience within a top-tier law firm and/or in-house at a broker-dealer or financial technology firm, including experience managing other attorneys
• Strong knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules
• Working knowledge of applicable insurance rules and regulations is a plus
• Experience negotiating high-value commercial agreements with sophisticated clients and counterparties
• Strong leadership and interpersonal skills
• Willingness to learn new topics and work in an evolving business environment
• Member in good standing of the New York Bar or another state or jurisdiction

Benefits

The base salary range for this role is $200,000 to $220,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Head of Legal for Structured Investments and Annuities, to join as a senior member of the Legal team.  The ideal candidate is an attorney with significant experience with financial products, including structured investments and annuities, as well as in-depth knowledge of the laws, rules, and regulations applicable to such products.  This role will work closely with the firm’s senior management, senior members of the structured investments and annuities business lines, and other attorneys within the Legal and Compliance teams.  

Responsibilities

• Act as general counsel for the firm’s structured investments and annuities businesses, serving as primary counsel on all legal and regulatory aspects, including firm-wide strategic initiatives and day-to-day matters, related to the firm’s web-based platform covering structured investments and annuities, structured investments distribution, broker-dealer matters, strategic relationships and product and global expansion.
• Serve as a senior advisor to the firm’s senior management, including the Head of Structured Products and Annuities, the Chief Financial Officer and the General Counsel, Business teams, compliance and enterprise risk on commercial, regulatory and legal issues.
• Manage a team of attorneys responsible for providing legal and regulatory support of the firm’s structured investments platform, structured investments distribution, annuities, and life insurance businesses in an efficient and cost-effective manner, as well as managing outside counsel, as necessary.
• Negotiate and supervise negotiation of complex high-value commercial agreements with counterparties and clients, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s structured investments and annuities products and services.
• Drive modernization of internal legal processes, with a focus on maximizing efficiency, supporting firmwide transformation and delivering on firmwide objectives.

Qualifications

• 10+ years of experience within a top-tier law firm and/or in-house at a broker-dealer or financial technology firm, including experience managing other attorneys
• Strong knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules
• Working knowledge of applicable insurance rules and regulations is a plus
• Experience negotiating high-value commercial agreements with sophisticated clients and counterparties
• Strong leadership and interpersonal skills
• Willingness to learn new topics and work in an evolving business environment
• Member in good standing of the New York Bar or another state or jurisdiction

Benefits

The base salary range for this role is $250,000 to $275,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Who You Are

Are you an executive-level accounting pro who is highly organized, has experience building and managing a high-performing team, is skilled at communication and problem solving, and adept at managing multiple priorities? Do you thrive in a dynamic, rapidly growing and fluid environment? 

Justworks is looking for a VP Accounting with a proven track record of building and leading an exceptional accounting organization, being the executive lead to champion and execute accounting-related initiatives, communicate and obtain buy-in across the leadership team, and oversee the SEC-readiness process to ensure Justworks is set up for success in the event of a public offering. The successful candidate will adapt quickly to change and will champion the advancement of processes and controls across the entire accounting organization that will enhance the accounting and overall finance function at Justworks, reporting to the CFO.  

Your Success Profile

What You Will Work On

• Build out a top-tier Accounting team to support Justworks becoming an SEC compliant public company. This includes appropriate leveling/staffing for Controller’s Group, Financial Reporting, Tax, and Financial Systems; 
• Develop strong communication cadence with CFO and VP Finance to ensure all critical accounting matters are raised with the appropriate level of urgency and forethought; 
• Work closely with senior leadership across the organization to monitor ongoing and upcoming business transactions to identify any that require a technical accounting assessment or new corporate accounting procedures;
• Prepare executive accounting summaries to address any new items or identified issues as well as concise action plans to provide to CFO and executive team, and prepare quarterly communication to Audit Committee related to pertinent accounting matters;
• Work closely with Internal Audit function and key Accounting team leaders to develop and implement a formal control framework around month-end close, financial reporting, tax reporting and systems management in compliance with SOX 404 to ensure proper internal controls over financial reporting;
• Responsible for review of consolidated financial statements and related disclosures and analytics for accuracy and compliance with US GAAP and Regulation S-X and S-K;
• Ensure the company’s internal and external reports consistently reflect the Justworks story and messaging while remaining in compliance with SEC regulations and required disclosures.
• Prepare strategic analyses on income statement presentation, non-GAAP disclosures, including free cash flow and net revenues, and other disclosed KPIs;
• Maintain annual and quarterly project plans for organizational planning and key team objectives, including resource allocation and communication plans to be shared with CFO, within Accounting team, and with any cross-functional PMOs.

How You Will Do Your Work

As a VP of Accounting, how results are achieved is paramount for your success and ultimately result in our success as an organization. In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following:

• Accuracy and attention to detail. You will be tasked with reviewing and communicating technical accounting matters. You have strong communication and organizational skills allowing you to manage multiple priorities while meeting deadlines.
• Proactiveness. You’re eager to contribute and learn, ask thoughtful questions, and provide solutions before we even know there are issues. You are excited about making ongoing process improvements.
• Problem-solving. You identify challenges, analyze the root causes, seek to understand rationale behind current processes before proposing solutions.
• Collaboration. You have a positive attitude and the desire to provide impeccable support to Justworks team members. You’ll regularly interact with team members within and outside of the accounting team, providing high levels of customer service and motivating them to make changes. You have an ability to communicate directly, concisely and with a balanced tone, on paper and verbally, formally and informally.

In addition, all Justworkers focus on aligning their behaviors to our core values known as COGIS. It stands for:

• Camaraderie - Day to day you can be seen working together toward a higher purpose. You like to have fun. You’re an active listener, treat people respectfully, and have a strong desire to know and help others.
• Openness - Your default is to be open. You're willing to share information, understand other perspectives, and consider new possibilities. You’re curious, ask open questions, and are receptive to thoughts and feedback from others.
• Grit - You demonstrate grit by having the courage to commit and persevere. You’re committed, earnest, and dive in to get the job done well with a positive attitude.
• Integrity - Simply put, do what you say and say what you'll do. You’re honest and forthright, have a strong moral compass, and strive to match your words with your actions while leading by example. 
• Simplicity - Be like Einstein: “Everything should be made as simple as possible, but no simpler.”

Qualifications

• 10+ years of experience, with at least 5 years of progressive accounting experience in an SEC-compliant organization or as an auditor for an SEC-filer at a top tier accounting firm;
• BS Degree in Accounting or related field (MBA/MSA a plus); CPA certification is required;
• Experience managing and building out a team, and;
• Experience in a dynamic, fast-paced environment.

The base wage range for this position based in our New York City Office is targeted at $300,000 - $330,000 per year.

#LI-Hybrid #LI-SD1

Department: Finance Reports to: CFO

At DB E.C.O. North America, we are more than just a company — we are a community of forward-thinkers, innovators, and problem-solvers dedicated to shaping the future of rail and transit.

Job Summary:

DB E.C.O. North America is seeking a highly analytical, operationally strong, and technology-oriented finance leader to oversee and continuously evolve the company’s finance operations, FP&A, reporting, governance, and business steering platform during a period of continued growth and organizational scaling.

Reporting directly to the CFO, the Vice President, Finance Operations & FP&A serves as a key member of the Finance & Administration leadership team and acts as a strategic business partner to executive leadership across the organization.

The role is responsible for operating, scaling, and continuously improving the company’s finance operating model across FP&A, accounting operations, treasury, reporting, systems integration, and operational perfor-mance steering. The ideal candidate combines strong financial planning and operational finance capabilities with a modern systems, automation, and process-transformation mindset.

Operating within a dynamic project- and consulting-driven environment, the role plays a critical part in enabling scalable growth, operational transparency, disciplined financial management, and data-driven decision-making across the organization.

The company is seeking a leader who can further scale and continuously enhance a technology-enabled fi-nance and FP&A function capable of supporting the next phase of organizational growth through process standardization, systems integration, automation, advanced analytics, and AI-enabled workflows.

In addition, the role supports DB US Holding in a dual capacity with responsibility for treasury coordination, tax oversight, and financial governance across U.S. entities, requiring close collaboration with Deutsche Bahn Group headquarters in Germany.

Tasks & Responsibilities:

Financial Planning & Analysis (FP&A), Reporting & Business Steering

• Lead budgeting, forecasting, and financial planning processes across the organization
• Ensure timely, reliable, and decision-relevant financial and operational reporting across all levels of the business
• Maintain and continuously enhance the company’s financial data model, reporting structures, and KPI framework across ERP (Microsoft Dynamics 365 / Business Central), Kantata, Navan, Power BI, and re-lated systems
• Ensure consistent KPI definitions and performance measurement standards across the organization
• Translate operational, project-level, and commercial data into actionable financial insights and management recommendations
• Consolidate business inputs into a consistent financial performance view to support executive decision-making
• Partner closely with operational leadership to improve business transparency, forecasting accuracy, productivity, and financial steering
• Lead and facilitate key governance forums, including Production Calls and Business Review Meetings, as structured platforms for operational and financial performance management
• Continuously improve forecasting methodologies, reporting automation, management dashboards, and operational analytics capabilities

Accounting Operations, Close, Audit & Tax

• Oversee the accuracy, completeness, and timeliness of financial records, reporting, and close processes
• Lead month-end, quarter-end, and year-end close activities under tight reporting timelines
• Ensure compliance with applicable accounting standards, internal controls, governance requirements, and Deutsche Bahn Group policies
• Coordinate and oversee financial audits and maintain ongoing audit readiness
• Lead coordination of federal, state, and international tax reporting requirements in alignment with group standards
• Oversee payroll accounting processes and related reconciliations in close coordination with HR
• Continuously strengthen finance governance, controls, reporting quality, and process discipline across the organization
• Support the ongoing evolution from person-dependent processes toward scalable and standardized finance operations

Treasury, Liquidity & Cash Management

• Lead treasury operations across multiple U.S. entities, including banking relationships and cash management activities
• Ensure cash flow visibility, liquidity planning, and disciplined working capital management
• Drive cash conversion performance through alignment of project execution, billing, collections, and financial realization
• Oversee AR, AP, WIP/unbilled management, and broader working capital optimization initiatives
• Maintain robust payment controls, banking governance, and treasury-related compliance processes
• Support automation and process improvement initiatives across treasury and finance operations

Systems, Data & Process Management

• Lead the continuous development and integration of the company’s finance systems and reporting environment
• Ensure end-to-end data integrity and consistency across the contract-to-cash lifecycle
• Standardize and continuously improve finance processes across project management, ERP, reporting, billing, forecasting, and treasury workflows
• Drive automation, scalability, operational efficiency, and process optimization initiatives across finance operations
• Identify opportunities to leverage AI-enabled workflows, automation tools, advanced analytics, and emerging technologies to improve reporting, forecasting, financial operations, and decision-making
• Partner closely with IT and operational stakeholders to improve systems integration, reporting transparency, data consistency, and operational scalability
• Help build a scalable finance operating platform capable of supporting continued organizational growth and increasing operational complexity

Finance Leadership & Operating Cadence

• Lead, develop, and strengthen Accounting and FP&A teams
• Establish scalable finance processes, governance structures, and operating cadence across the organi-zation
• Define and maintain core finance routines including close, forecasting, reporting, governance forums, and management reviews
• Foster a culture of ownership, accountability, continuous improvement, collaboration, and operational excellence
• Build organizational leverage through process simplification, automation, technology utilization, and scalable operating models
• Support organizational scaling through disciplined financial management and strong cross-functional partnership

Group Reporting & International Coordination

• Lead financial reporting activities toward Deutsche Bahn Group headquarters, including consolidation support and IFRS alignment
• Ensure consistency between local GAAP reporting and group reporting requirements
• Coordinate closely with HQ stakeholders on reporting, governance, tax, treasury, and finance-related initiatives across entities
• Support financial governance and coordination activities across DB US Holding and related U.S. entities

Requirements:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• CPA strongly preferred
• 10+ years of progressive finance leadership experience
• Strong FP&A, business steering, and operational finance background
• Experience in consulting, engineering, infrastructure, or project-based professional services environ-ments strongly preferred
• Strong understanding of accounting, financial close processes, internal controls, treasury, and financial governance
• Experience managing multi-entity finance environments and interacting with international headquar-ters structures
• Strong systems orientation and experience with ERP and reporting environments such as Microsoft Dynamics 365, Power BI, Fabric, Kantata, and related tools
• Demonstrated ability to build scalable finance processes and support organizational growth
• Excellent analytical, leadership, communication, and stakeholder management skills
• Ability to operate effectively in fast-paced, evolving, and highly collaborative environments
• German language skills strongly preferred due to regular interaction with German headquarters

Working Conditions and Travel:

You may work from your home office and/or a well-lighted, heated and air-conditioned indoor office setting with adequate ventilation. Minimal overnight travel by land and air.

Physical Requirements, with or without a reasonable accommodation:

• Ability to work at a computer workstation for periods up to 4 hours at a time
• Ability to speak on the telephone for a total of up to 3 hours per day
• Ability to sit for up to 3 hours without breaks at meetings
• Ability to walk and stand for up to 4 hours without breaks at program site visits and meetings

We offer an annual gross salary between $180,000 - $220,000 + bonus for full-time employment, depending on professional qualifications and experience.

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 where we support the office of the CFO to drive end-to-end value creation.

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

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

Data & Analytics

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

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

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

Accordion Intelligence Lab

The AI Lab is composed of leading software and AI engineers, designing agentic-AI solutions ahead of the market. Our group builds and operationalizes the AI systems that power Accordion’s consulting capabilities, from agentic architectures and RAG pipelines to evaluation frameworks and production observability.

The Lab works closely with practice leaders to translate research findings into scalable, reliable tools that advance Accordion’s AI-driven value creation work for PE clients and their portfolio companies.

About the Role

We're looking for a Data Specialist to join one of Accordion's AI-augmented delivery pods. These pods are purpose-built teams that combine AI engineering, data science, and product management to transform how PE-backed companies run finance and operations.

In this role, you are the person who makes data work in practice. You move fluidly between messy source systems and production-ready pipelines, and you do it fast. You'll work directly alongside AI engineers and product managers to scope data requirements, diagnose quality issues, and build the data foundations that AI systems depend on. Client-facing moments come with the territory. You'll need to ask sharp questions, explain what you're seeing in plain language, and earn trust quickly.

This is not a role for someone who needs clean handoffs and stable requirements. The data is complicated, the timelines are short, and the problems change. If that sounds like the environment where you do your best work, this is the role.

What You’ll Do

• Build and maintain the data pipelines, models, and integrations that AI systems depend on, from raw source data to production-ready outputs
• Scope, design, and write custom ML models tailored to client problems, from feature engineering through evaluation and deployment
• Explore unfamiliar datasets with speed and rigor: identify structure, surface anomalies, and form a clear point of view on what the data can and can't support
• Diagnose data quality issues quickly, communicate their impact clearly, and drive resolution without waiting to be asked
• Work directly alongside AI engineers and product managers to translate ambiguous client problems into reliable, well-documented data products
• Run client working sessions on data (source system walkthroughs, model findings, quality assessments) and own the room when you do
• Tell the data story to non-technical audiences: in a chart, in a slide, in a meeting with a CFO who doesn't have time for jargon
• Navigate enterprise data environments fluently (ERP systems, BI platforms, financial data infrastructure) and get things done inside them
• Use AI tools to move faster across the full scope of your work: exploration, modeling, documentation, and client communication
• Travel to client site as needed

Success in the First 6 Months

• Own end-to-end data delivery on multiple AI engagements, from initial source system assessment through production-ready pipelines
• Establish a reputation within your pod for being the person who finds the data problem before it becomes the team's problem
• Run direct client working sessions on data (scope, quality, or access) and leave the client confident in your read of the situation
• Demonstrate faster, higher-quality output because of how you use AI tools, not just that you use them

 What You’ll Bring

• Deep, practical data skills across the full stack: SQL, Python, machine learning, data modeling, pipeline development, and hands-on experience with messy, real-world source systems
• Strong instincts for data quality: You find the problem, quantify the impact, and communicate what it means before anyone has to ask
• Experience working in fast-moving, sprint-based environments where requirements shift and you still ship
• Comfort working directly with clients: Asking the right questions, translating technical findings into plain language, and building credibility quickly
• Background in finance or PE-adjacent environments: ERP systems, FP&A data, financial close processes, or portfolio company data infrastructure
• Fluent with AI and ML workflows: Enough to understand what the engineers need from the data layer, why it matters, and the ability to teach what you know
• AI tools woven into how you work daily, with demonstrably faster output to show for it
• Strong written communication: you can document a model, write a findings summary, produce compelling stories from messy data, and draft a client-facing issue log clearly and quickly

This is a high-velocity environment. Sprints are short, client expectations are high, and we don’t slow down between engagements. If you’ve spent time in large enterprise engineering organizations where velocity is constrained by process, this will feel different.

The people who thrive here are those who find the pace energizing, not exhausting. They ship fast because they’ve internalized good judgment (not because they cut corners). They use AI tools to multiply their output, communicate clearly with non-technical stakeholders, and course-correct quickly when something isn’t working.

The annual salary for this role ranges from: $144,500 to $230,000 USD + significant bonus + benefits. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

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

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

#LI-BS1

The Role:

We are looking for a Client Value Partner, CPG—a seasoned industry executive who can bridge the gap between global supply chain strategy and operational excellence. You will act as the primary accountable lead for one of our most strategic global accounts, translating C-level vision into clear, realized value.

As a Partner, you are a "go-to" strategic advisor within our CPG & Retail go-to-market organization. You will move beyond standard customer success to link Celonis capabilities to key outcomes specific to high-volume distribution, logistics, and asset-intensive operations.

You will work in partnership with the Celonis Sales Teams and have full responsibility for the end-to-end value journey of our top-tier customers. You are our customers’ trusted advisor, helping them mobilize resources, achieve their strategic goals, and realize significant value using the Celonis Process Intelligence Platform.

In collaboration with our partners, Product, and Engineering teams, you will drive measurable business impact across complex global networks. You will blend deep industry expertise with a proven strategy consulting skill set to spearhead data-driven transformation at the forefront of one of the fastest-growing tech companies worldwide.

The work you’ll do:

Identify & Frame Value

• Translate Strategy to Operations: Analyze the client's strategic goals (e.g., Network Optimization, Sustainability/ESG, Working Capital Release) and map them to a long-term vision utilizing the Celonis platform.
• Target High-Impact Areas: Architect the "CSCO" or "COO" agenda—moving beyond isolated use cases to optimizing entire value chains, such as Order-to-Cash, Procure-to-Pay, Logistics & Distribution, and Inventory/Asset Management.
• Build the Business Case: Construct robust, board-level business cases that articulate the financial impact of Process Intelligence (e.g., impact on Cost-to-Serve, On-Time-In-Full performance, or Asset Utilization) to C-Suite executives.
• Build demos and strategic roadmaps, leveraging industry benchmarks and best practices in order to embed Celonis as a core pillar of the client's digital supply chain strategy.
• Undertake Value Assessments and communicate the value opportunity and strategic roadmap to C-Level executives.

Realize Value

• Drive Engagement Success: Lead the executive relationship and value workstream for large-scale transformations, ensuring the program effectively delivers on its "digital twin" promise across the global network.
• Orchestrate the Ecosystem: Guide customers on organization design and the maturation of Centers of Excellence (CoE), mobilizing global cross-functional teams (Services, Product, Engineering) to ensure seamless delivery.
• Solve Systemic Challenges: Work cross-functionally to tackle difficult implementation hurdles, helping customers define standards for inventory visibility, fleet/logistics optimization, and enterprise-wide change initiatives.
• Facilitate business value workshops and use Celonis to identify and qualify opportunities for process enhancement in Supply Chain and Finance functions.
• Derive improvement measures in core business functions and initiate improvement actions and enterprise-wide change initiatives.
• Present results and realized value to senior management and C-level executives.

Scale Value

• Codify Best Practices: Turn our client successes into reusable assets, playbooks, and thought leadership for the broader CPG and Distribution practice.
• Mentor & Enable: Act as a senior leader for the team, coaching junior members and managers on executive relationship management, supply chain nuances, and team performance.
• Product Feedback: Serve as the "Voice of the Customer" to our Product teams, ensuring our development roadmap aligns with the specific scale and complexity needs of a global enterprise.
• Responsible for the end-to-end customer value journey, landing, expanding, adoption and renewing.
• Build a strategic expansion roadmap for customers, embedding Celonis Process Intelligence Platform as a strategic business transformation platform in their organization.
• Provide feedback to our product development teams to enhance the Celonis platform and Apps based on new use cases.

The qualifications you need:

• Deep Industry Experience: 15+ years of relevant experience, ideally combining time at a global CPG, Logistics, or Supply Chain-intensive firm with Strategy Consulting. You understand the complexities of moving goods and managing assets at scale.
• Domain Expertise: You possess granular knowledge of the value chain, specifically in areas such as Supply Chain Planning, Logistics & Distribution, Fleet/Asset Management, and Order Management.
• Value Realization Skills: You have a track record of driving large-scale transformation programs. You understand how to impact the P&L through inventory optimization, logistics efficiency, and cash flow improvement.
• Technical Fluency: You understand the modern supply chain stack (SAP S/4HANA, Oracle, TMS/WMS systems) and how to translate Celonis use cases into the customer's specific business landscape.
• Stakeholder Management: Extensive experience presenting to and influencing C-Level executives (CSCO, CIO, CFO). You can navigate complex global organizations and have the power of persuasion through data, facts, and confidence.
• Builder Mentality: You are comfortable working with ambiguity and possess an entrepreneurial leadership style that inspires teams.
• Degree: MBA strongly preferred; Degree in Business, Supply Chain Management, Engineering, or related field required.

Visa sponsorship is not offered for this role.

About the Role

Flex is seeking an experienced and operationally strong Senior Manager of Payroll to build and lead our payroll function. This is a newly defined role created to establish payroll as a best-in-class, audit-ready function within Finance — and it's an opportunity for someone who thrives on building from the ground up in a high-growth environment.

You will own end-to-end payroll processing and compliance for our 500+ person workforce across multiple jurisdictions, reporting directly to the VP Controller. This is a hands-on leadership role: you'll be both the strategic architect of our payroll operating model and the person responsible for making sure it runs flawlessly every cycle. You'll bring a technology-forward mindset, identifying opportunities to leverage AI and automation to eliminate manual work, reduce error risk, and build a payroll function that scales efficiently through Flex’s next stage of growth. You'll work closely with People Operations and the broader Finance and Accounting team to ensure payroll is tightly controlled, accurately reflected in the financial statements, and positioned for scale.

This is a hybrid role with an expectation of 2–3 days per week in our New York City headquarters.

What You'll Own

Payroll Processing & Execution

• Own end-to-end payroll processing for a U.S.-based workforce of 500+ employees, including salary, variable compensation, off-cycle payments, bonuses, commissions, and severance
• Ensure every payroll cycle is accurate, timely, and compliant — with zero tolerance for errors on the fundamentals
• Validate payroll registers against inputs provided by People Operations, maintaining clear segregation of duties between input ownership and processing execution
• Own payroll funding and cash release in coordination with Treasury
• Continuously evaluate opportunities to automate and streamline payroll workflows using AI tools and platform capabilities within Rippling and connected systems

Tax & Regulatory Compliance

• Own all federal, state, and local payroll tax filings and remittances — including Forms 941, state equivalents, W-2s, and 1099s
• Manage multi-state payroll compliance across all jurisdictions where Flex has employees, staying current on regulatory changes
• Lead resolution of any payroll-related tax notices, audits, or agency inquiries
• Oversee year-end compliance processes including W-2 issuance and EEO filings

Controls, Process Design & Audit Readiness

• Design and implement a robust, audit-ready payroll control framework — including formal approval workflows, segregation of duties, and escalation protocols
• Develop and maintain comprehensive process documentation and SOPs; leverage AI tools to keep documentation current and accessible
• Reconcile payroll clearing accounts monthly and support the Accounting team's close process
• Build toward SOX-ready standards ahead of a formal requirement

Technology & Automation

• Serve as the internal owner of Rippling's payroll configuration and capabilities, identifying and implementing features that reduce manual touchpoints
• Partner with Finance and People leadership to evaluate and deploy AI-powered tools for payroll reconciliation, anomaly detection, and compliance monitoring
• Bring a continuous improvement mindset — regularly assess where human effort can be replaced or augmented by intelligent automation without compromising control integrity

Equity Award Payroll

• Ensure proper payroll tax withholding and timely processing for equity award transactions, including stock option exercises and RSU vesting events
• Partner with Accounting on the financial reporting and journal entry treatment of equity-related payroll activity

Cross-Functional Collaboration

• Partner closely with People Operations on payroll inputs — compensation changes, new hires, terminations, and leave-related pay adjustments — maintaining clear handoff protocols and input deadlines
• Collaborate with the People Operations benefits team to ensure benefits deductions are processed accurately in payroll
• Work with Legal and Finance leadership on payroll implications of equity programs, workforce changes, or new geographies
• Support external auditors during annual audit cycles

Team Leadership

• Manage and develop the Payroll Coordinator, providing direction, coaching, and performance feedback
• Build the payroll team thoughtfully as Flex scales — making the case for additional capability when needed and fostering a culture of continuous learning, including active adoption of AI tools

What We're Looking For

• 7+ years of progressive, hands-on payroll management experience with direct ownership of multi-state processing, tax compliance, and controls — ideally including at least one role where you built or significantly transformed a payroll function
• Demonstrated AI-forward mindset: you actively use AI tools to improve your work, and you have a vision for how AI and automation can transform the payroll function — not just streamline it at the margins
• Deep command of U.S. payroll tax law, multi-state compliance, and year-end processes; international payroll familiarity is a plus
• Proven experience with equity compensation payroll — stock option exercises, RSU vesting, and related tax withholding and reporting
• Strong understanding of payroll internal controls, segregation of duties, and audit requirements; experience designing SOPs and control frameworks in a company scaling toward SOX compliance
• Hands-on experience with Rippling or comparable modern HRIS/payroll platforms; comfort evaluating and implementing new payroll technology and AI-powered tools
• Startup DNA — you've operated in a high-growth, high-ambiguity environment and know how to build infrastructure while keeping the trains running
• Solutions-oriented and proactive; you escalate early, communicate clearly, and don't wait for perfect conditions to make progress
• Strong cross-functional instincts and the ability to work effectively with People Operations, Accounting, Legal, and Treasury as true partners
• Ability to translate complex payroll and compliance topics clearly for non-specialist audiences including Finance leadership and the CFO
• Bachelor's degree in Accounting, Finance, or a related field; CPP (Certified Payroll Professional) certification strongly preferred

Flex takes a market-based approach to pay, ensuring compensation is commensurate with a candidate's experience and our internal leveling guidelines. For candidates located in our Tier 1 markets (NYC/ SF), the on-target earning (OTE) pay range for this role is $146,500 - $183,000 USD.

For all other U.S. locations, Flex utilizes a geographic pay differential based on a cost of labor index. If you are located outside of the Tier 1 states listed above, your starting pay will be adjusted to align with the market conditions of your specific geographic zone. Please speak with your recruiter for additional information regarding the specific range for your location.

THE ROLE

Join Pure’s Americas Deals Strategy and Operations team as a Deal Strategy and Pricing Manager, where you will act as a "Field CFO" for our highest-impact opportunities across the U.S. and Canada. You will own the pricing and structuring of a large volume of complex deals, partnering directly with Sales, Finance, Legal, and Product to architect winning commercial constructs. This highly visible role is essential in protecting Pure’s margins while scaling our innovative subscription models. Your mission is to blend financial modeling with operational execution to accelerate deal velocity and ensure long-term business health.

WHAT YOU'LL DO

• Drive Deal Execution & Strategy: Lead the end-to-end commercial design for CAPEX and OPEX transactions, acting as a strategic advisor to Sales leadership to shape pricing, deal structures, and negotiation approaches.
• Architect Financial Value: Build comprehensive business cases and TCO/ROI analyses that articulate the value of Pure’s Evergreen and Capex offers against competitors, including complex OPEX conversions and trade-in constructs.
• Govern Pricing & Risk: Apply pricing frameworks and investment criteria to govern discounts and non-standard commercial terms, ensuring all proposals balance customer needs with Pure’s risk profile and revenue accounting standards.
• Identify Strategic Patterns: Analyze common deal patterns in renewals and expansions to develop repeatable playbooks and repeatable structures that improve win rates across the Americas.
• Enable Field Excellence: Utilize tools like SFDC and Tableau to analyze pipeline trends and ROI, providing actionable insights and enablement to help the field team make faster, higher-quality commercial decisions.

WHAT YOU BRING

• Financial Modeling & Deal Structuring: Understanding of commercial finance, pricing strategy, and the mechanics of both hardware (CAPEX) and/or subscription (OPEX) business models.
• Strategic Communication: The ability to simplify complex financial data into compelling commercial language, capable of influencing both internal executives and customer-facing negotiations.
• Analytical Problem Solving: Proficiency in using SFDC, G-Sheets, and Tableau to evaluate variable factors and create data-driven solutions for complex, high-visibility accounts.
• Cross-Functional Collaboration: A proven track record of leading cooperative efforts across Sales, Legal, and Finance teams to resolve technical hurdles and finalize high-stakes contracts.
• Location: We are primarily an in-office environment and therefore, you will be expected to work from the Chicago, IL office in compliance with Pure’s policies, unless you are on PTO, or work travel, or other approved leave.

#LI-ONSITE #LI-KQ1

THE ROLE

Join Pure’s Americas Deals Strategy and Operations team as a Deal Strategy and Pricing Manager, where you will act as a "Field CFO" for our highest-impact opportunities across the U.S. and Canada. You will own the pricing and structuring of a large volume of complex deals, partnering directly with Sales, Finance, Legal, and Product to architect winning commercial constructs. This highly visible role is essential in protecting Pure’s margins while scaling our innovative subscription models. Your mission is to blend financial modeling with operational execution to accelerate deal velocity and ensure long-term business health.

WHAT YOU'LL DO

• Drive Deal Execution & Strategy: Lead the end-to-end commercial design for CAPEX and OPEX transactions, acting as a strategic advisor to Sales leadership to shape pricing, deal structures, and negotiation approaches.
• Architect Financial Value: Build comprehensive business cases and TCO/ROI analyses that articulate the value of Pure’s Evergreen and Capex offers against competitors, including complex OPEX conversions and trade-in constructs.
• Govern Pricing & Risk: Apply pricing frameworks and investment criteria to govern discounts and non-standard commercial terms, ensuring all proposals balance customer needs with Pure’s risk profile and revenue accounting standards.
• Identify Strategic Patterns: Analyze common deal patterns in renewals and expansions to develop repeatable playbooks and repeatable structures that improve win rates across the Americas.
• Enable Field Excellence: Utilize tools like SFDC and Tableau to analyze pipeline trends and ROI, providing actionable insights and enablement to help the field team make faster, higher-quality commercial decisions.

WHAT YOU BRING

• Financial Modeling & Deal Structuring: Understanding of commercial finance, pricing strategy, and the mechanics of both hardware (CAPEX) and/or subscription (OPEX) business models.
• Strategic Communication: The ability to simplify complex financial data into compelling commercial language, capable of influencing both internal executives and customer-facing negotiations.
• Analytical Problem Solving: Proficiency in using SFDC, G-Sheets, and Tableau to evaluate variable factors and create data-driven solutions for complex, high-visibility accounts.
• Cross-Functional Collaboration: A proven track record of leading cooperative efforts across Sales, Legal, and Finance teams to resolve technical hurdles and finalize high-stakes contracts.
• Location: We are primarily an in-office environment and therefore, you will be expected to work from the New York, NY or Santa Clara, CA office in compliance with Pure’s policies, unless you are on PTO, or work travel, or other approved leave.

#LI-ONSITE #LI-KQ1

THE ROLE

Join the Monetization Strategy and Deals (MSD) team to be the architect of our largest and most complex transactions, driving significant bookings and profitable revenue growth. You will lead the creation of innovative pricing and deal structures, acting as the primary business partner to Global Go-to-Market (GTM) leadership. This role is a unique blend of strategic financial modeling and high-stakes operational execution, requiring you to bridge Sales, Legal, Finance, and Product to close game-changing deals.

WHAT YOU'LL DO

• Own End-to-End Deal Strategy: Lead, model, and creatively structure non-standard, high-value enterprise deals, ensuring optimization of opportunity while managing financial risk and maintaining corporate compliance.
• Drive Profitability and Growth: Act as the "Field CFO" for major pursuits, developing holistic business cases and articulating the full value proposition of diverse deal structures to key customer and GTM stakeholders.
• Innovate Business Models: Proactively identify common deal patterns, conduct in-depth market/competitor analysis, and translate insights into actionable pricing and monetization strategies that expand market share and accelerate business model transformation.
• Facilitate Cross-Functional Execution: Orchestrate time-sensitive decisions among Sales, Finance, Legal, and Product teams, troubleshoot issues, manage forward deal momentum, and drive continuous improvement in deal process efficiency.
• Elevate Deal Intelligence: Champion best practices, lead knowledge sharing across the global organization, and communicate clear, structured deal solutions and thought leadership to executive stakeholders.

WHAT YOU BRING

• Advanced Deal Structuring & Financial Acumen: 5 + years of operational experience in functions like Strategy, Business Development, or Deal Desk at a technology firm. Demonstrated mastery in formulating complex business cases, financial modeling, and structuring high-value transactions.
• Strategic Storytelling with Data: Proven ability to synthesize complex financial data into clear, compelling narratives and executive-level presentations that drive decision-making and articulate value to both internal and external stakeholders.
• Ownership and Operational Leadership: Strong sense of accountability and a self-starting, analytical mindset capable of thriving in ambiguous, fast-paced environments to rapidly create solutions and manage critical deal escalations.
• Commercial & Business Model Knowledge: Deep understanding of how business model decisions impact the operating model and the ability to creatively structure solutions that align a customer's financial objectives with company growth goals.
• We are primarily an in-office environment and therefore, you will be expected to work from the New York, NY office in compliance with Everpure’s policies, unless you are on PTO, or work travel, or other approved leave.

#LI-ONSITE #LI-KQ1

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

Company Overview

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

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

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

AI Governance Team, Responsible AI/ML Data Scientist

We are seeking a Vice President, Responsible AI/ML Data Scientist on our AI Governance Team who combines technical expertise in Data Science and Machine Learning with a strong advisory lens to help drive trustworthy AI solution development across Accordion's practices. In this role, you will serve as an internal subject matter expert, embedding responsible AI principles and controls across the AI development lifecycle to drive validated, explainable, compliant, and auditable AI solutions. Drawing on your experience with AI policy, regulatory standards, and testing methodologies, you will translate governance requirements into actionable and testable playbooks that teams across the business can apply consistently. This position is critical to co-designing AI solutions with embedded Responsible AI practices aligned to Accordion's AI Governance principles. As Accordion scales AI capabilities across its practice areas, this role will provide the validation rigor and oversight needed to ensure we develop AI solutions our clients and firm can trust.

This position must be based in our New York City, Chicago, or San Francisco office and is a hybrid role with the flexibility to work remotely 2 days a week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

Governance & Technical Standards

• Translate AI governance, regulatory, and compliance requirements into testable operational Responsible AI playbooks with quantifiable standards for transparency, accuracy, fairness, privacy, and accountability — tailored to Accordion's AI solutions and business model
• Develop frameworks and guidance supporting systematic evaluation, testing, and risk mitigation that enable auditability, lineage, and transparent decision records
• Build evaluation frameworks that guide data scientists and engineering teams in developing, testing, and monitoring AI systems requirements; define mitigation strategies, detection methodologies, and acceptability thresholds
• Develop and implement testing principles for bias detection, model robustness evaluation, privacy preservation, and AI/privacy regulation alignment across different AI architectures and data types
• Establish benchmarks and governance processes aligned with industry standards (e.g., NIST AI RMF, EU AI Act, ISO 42001) that enable auditable AI transparency and explainability against applicable regulations and Accordion standards

Testing & Validation

• Collaborate with data science and engineering teams across our AI solution practices to embed responsible AI controls throughout the development lifecycle
• Develop repeatable testing and validation playbooks and evaluation frameworks for use across practice areas
• Pressure test AI solutions for accuracy, reliability, and trustworthiness, including output anomaly detection, logging, and observability mechanisms
• Develop methods to produce model cards and support audit trails for outputs across Accordion's business practice pillars and Client solutions

Cross-Functional Advisory

• Act as the firm's internal subject matter expert on Responsible AI topics including algorithmic fairness, transparency, privacy preservation, safety protocols, and risk mitigation strategies across the AI lifecycle
• Partner with Legal/Privacy/Risk, Technology, and D&A teams to translate regulatory requirements into actionable and measurable controls and governance structures
• Collaborate with teams developing AI solutions on risk-informed design decisions — advising on model selection, testing approaches, and appropriate guardrails
• Establish Responsible AI frameworks and operational playbooks that demonstrate alignment with evolving AI regulations (e.g., EU AI Act, GDPR, CCPA) and sector-specific requirements
• Monitor emerging AI regulations, industry standards, and responsible AI methodologies — translating insights into actionable internal design guidance
• Where applicable, support higher-risk or higher-profile engagements and AI product development where rigorous testing and evaluation of AI solutions is required

You Have:

• 5+ years of hands-on experience in data and ML, including developing, deploying, and evaluating solutions using a range of skillsets (e.g., statistics, machine learning, NLP, data visualization)
• Bachelor's degree in Computer Science, Data Science, Information Systems, Mathematics, Engineering, Statistics, or a related quantitative field
• Proven technical experience in regulated or complex industries with demonstrated collaboration across Legal/Risk/Compliance, Security, and AI/ML engineering teams
• Track record of operationalizing responsible AI through technical development frameworks, testing protocols, and quantitative evaluation that embed fairness, transparency, and accountability into production AI systems
• Strong programming proficiency in Python, R, or similar languages, with experience in ML frameworks and responsible AI tooling
• Understanding of AI and privacy regulations and standards — including EU AI Act, NIST AI RMF, GDPR, CCPA, and ISO 42001 — and the ability to translate regulatory mandates into technical controls
• Exceptional communication skills with the ability to convey complex technical and regulatory considerations to non-technical stakeholders, including leadership and cross-functional teams

Preferred Qualifications:

• Advanced degree (Master's) in Computer Science, Data Science, Statistics, Information Systems, Engineering, or a related quantitative discipline
• Consulting experience at a leading management or professional services firm
• Direct experience working with Legal/Privacy/Compliance teams on AI, data governance, or emerging technology matters
• Familiarity with responsible AI tooling, red teaming platforms, or model evaluation frameworks

You Are:

• Energized by ensuring AI systems that solve complex business challenges are built responsibly — with fairness, accuracy, transparency, and privacy by design embedded from the start
• A cross-functional collaborator who navigates matrixed organizational dynamics, working seamlessly with Legal/Risk/Compliance, Technology/Engineering, and business teams to establish AI principles, governance playbooks, and technical roadmaps
• A clear communicator who can translate AI governance concepts and technical risk findings into language that resonates with non-technical stakeholders and leadership
• A proactive problem-solver who thrives on staying ahead of AI governance expectations and emerging regulations — and can turn frameworks into practical controls
• An adaptive contributor who embraces the pace of consulting, working across diverse sectors and practice areas

The annual salary for this role ranges from: $160,000 to $175,000 + benefits. This role is also eligible for bonuses, based on individual and company performance. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to, geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. 

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

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

#LI-HA1

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

Company Overview 

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

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

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

AI Governance Team, AI Risk and Operations 

We are seeking a Vice President, AI Risk and Operations on our AI Governance Team who will play a critical role in maturing and scaling Accordion's enterprise-wide AI Governance risk and operations program. In this role, you will serve as an internal governance practitioner and cross-functional advisor, embedding AI governance policies, procedures, and controls across our operating model for internal AI solutions — with the expectation that this scope will evolve to include client-facing engagements over time. Drawing on your experience with AI policy, frameworks, and risk program design, you will translate complex governance requirements into actionable, scalable implementation systems. This position requires seamlessly bridging the gap between cutting-edge AI development and responsible governance, partnering with senior stakeholders across Practices, Technology, Legal, and Emerging Technology to enabling trusted use and development of AI.  

This position can be based in our New York City 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 

Governance & Frameworks 

• Enhance the enterprise AI Risk Management Framework, including AI use case and supply chain inventory management, use case risk classification taxonomies, and risk-tiering mechanisms aligned to internal standards and emerging regulatory expectations 
• Design and operationalize scalable, end-to-end governance processes across the AI lifecycle  
• Build and maintain AI governance playbooks, risk appetite frameworks, and responsible AI standards  
• Identify opportunities to strengthen controls and oversight through process automation, tooling improvements, and governance workflow optimization 

Cross-Functional Collaboration 

• Partner with Legal, Technology, and Consulting Practice Groups to embed explainability, bias mitigation, and ethical AI principles directly into use case development and delivery workflows 
• Manage the firm's AI Governance obligations and processes end-to-end, including supporting AI and related vendor management supply chain   
• Coordinate with Legal teams to ensure AI systems meet applicable jurisdictional and regulatory requirements, including proactive engagement on evolving global AI legislation 
• Facilitate stakeholder working groups, cross-functional governance forums, and executive communications on AI risk priorities, testing outcomes, and documentation requirements 
• Maintain the internal AI risk register and escalate issues through appropriate governance channels 
• Liaise with Technology and Practices to ensure data lineage and quality standards are met for AI solutions 

Monitoring & Oversight 

• Establish, track, and report on key risk indicators (KRIs) for AI systems in partnership with the Responsible AI Data Scientist and AI Governance Lead, across internal and client-facing AI solutions and products 
• Monitor alignment with global AI regulatory frameworks (e.g., EU AI Act, NIST AI RMF) and support responses to regulatory inquiries, audits, or reviews 
• Evaluate risks associated with third-party and vendor AI solutions across the full sourcing lifecycle — including procurement, onboarding, integration, and ongoing performance oversight — and identify operational guardrails and controls 
• Assess design and operating effectiveness of AI controls against internal policy and external standards, especially for AI, privacy, and industry regulations, under Legal's guidance 
• Produce high-quality audit findings reports with clear recommendations for remediation and monitor implementation of agreed action plans 
• Stay current on AI regulation, industry standards, and emerging best practices 

Internal Enablement (Evolving) 

• Support the development of AI Governance updates, training/awareness programs, and culture-building initiatives to embed responsible AI practices across the organization 
• Contribute to Accordion's Trustworthy AI methodology and internal IP development 
• Over time, support client-facing AI governance assessments, risk remediation roadmaps, and responsible AI frameworks as the program matures and scope expands  

You Have 

• Bachelors degree in Finance, Business Administration, or related field  
• 7+ years’ experience in Risk Operations, Privacy Programs, or PMO/IMO, with at least 3 years directly focused on AI governance or oversight - preferably within professional services, consulting, or PE-backed environments. 
• Demonstrated experience leading complex, multi-jurisdictional integrations and/or global expansion programs, with a track record of building and running structured governance. 
• Strong knowledge of AI and privacy regulations and standards — including EU AI Act, NIST AI RMF, GDPR, CCPA, and ISO 42001 — and the ability to translate regulatory mandates into operational controls 
• Strong grasp of AI/ML technical risks (e.g., bias, model drift, robustness) and associated controls 
• Strong familiarity with regulatory and operational considerations relevant to cross-border professional services (e.g., data/privacy, employment, tax, licensing), and the ability to operationalize them into business processes. 
• Exceptional communication skills with the ability to convey complex technical and regulatory considerations to non-technical stakeholders, including leadership and cross-functional teams 
• Comfortable operating in a high-growth, entrepreneurial environment, with a bias toward structure, scalability, and execution discipline. 
• Strong analytical and problem-solving skills  
• AI usage and familiarity required 
• Excellent attention to detail and organizational skills   
• Ability to adapt to changing priorities and work effectively in a dynamic environment   

Preferred Qualifications 

• Experience in Data Risk Management or direct collaboration with AI/ML development teams 
• Familiarity with AI risk management platforms or tools for model monitoring, documentation, and compliance reporting 
• Experience designing training, awareness, or enablement programs focused on AI risk, model governance, or responsible AI practices 
• Certifications in risk, privacy, or compliance (e.g., CIPP, CIPM, CRISC, CRCM) 
• Passion for AI and a desire to build a world-class risk management function  

You Are 

• Energized by building and scaling governance programs that make AI deployment safer, more trustworthy, and more compliant — across a dynamic, fast-moving consulting environment 
• A cross-functional collaborator who navigates matrixed organizational dynamics, working seamlessly with Legal/Risk/Compliance, Technology/Engineering, and business teams — and can drive decision making and ownership across diverse stakeholders 
• A clear communicator who can translate AI governance concepts, regulatory requirements, and risk findings into actionable guidance for business, technical, and executive audiences 
• A proactive problem-solver who thrives on staying ahead of AI governance expectations and emerging regulations, and can turn frameworks into operational reality 
• An adaptive contributor who embraces the breadth and pace of consulting, working across diverse sectors and practice areas 

The annual salary for this role ranges from: $130,500 to $145,000 + benefits. This role is also eligible for bonuses, based on individual and company performance. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to, geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.  

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

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

#LI-HA1

In order to enable millions of users to explore, interact with, and participate in live events worldwide, we’re seeking a Strategy & Analytics Manager to drive efficiency across the customer experience stack for both buyers and sellers, with the goal of reinvesting these efficiency gains into customer centric retention building growth.   

Location: Hybrid (3 days in office / 2 days remote) – New York, NY or Century City, CA 

As a Strategy & Analytics Manager, you’ll play a hybrid role at the intersection of analytics, strategy, product, operations and finance. You’ll use analytics to identify high-impact efficiency opportunities and lead by influence cross-functionally to execute on these ideas. You’ll be partnering closely with engineers, analysts, operations and finance leaders. 

What You’ll Do: 

• Lead the customer experience efficiency strategy: Put in place the quantitative framework to measure efficiency and identify opportunities.
• Optimize growth opportunities and reduce inefficiency: identify high-spend/low-return areas, size opportunities, and lead cross-functional programs to remove, reduce, or reallocate spend; track benefits to the P&L.
• Own the multi-hundred million customer experience cost data platform end-to-end: define the model, build pipelines with Engineering/Analytics, and deliver accurate, near real-time views of cost, waste, and ROI.
• Attribute every dollar spent on customer experience: tie spend to policies, products, workflows and customer cohorts; reconcile with Finance to create one source of truth, available in real time.
• Turn policy into P&L: quantify the financial impact of operational and product choices; embed cost/benefit guardrails into planning, experimentation, and business cases.
• Bridge Operations and Finance: establish trust through crisp reconciliation, driver-based forecasting, and explainable variances—building confidence up to and including the CFO. 

What You’ve Done: 

• 4-8+ years of experience in strategy, analytics, business operations, consulting or finance, ideally in a tech or marketplace environment; operating comfortably across business and Finance.
• Excellent analytical and technical skills: strong SQL proficiency and a solid understanding of database architecture; you wouldn’t be out of place on an Analytics Engineering team.
• Track record as a highly effective operator: Demonstrated success in owning cross-functional initiatives from concept through execution.
• Exceptional communication: You simplify complexity, write tight narratives, and present confidently to senior leadership (up to CFO/COO). 

If you’re excited to turn data into exponential buyer and seller onboarding growth and enable reinvestment of efficiency dollars into customer acceleration/retention, we’d love to hear from you. 

The Identity Team

The Identity team’s mission is to strengthen Okta’s position as the leading Identity-as-a- Service solution through identifying and resolving risks to the employees, product, and most importantly, our customers. With the ever-increasing pace of cloud application adoption, companies are struggling to find ways to accurately assess risk and act at the speed of their business.

The AI Identity Architect Opportunity

Reporting to the VP of Identity & Access Management, this role will be an AI Identity Pioneer, not just an IAM expert. Your "been there, done that" experience in securing autonomous agents at scale is your superpower. You’ve seen how traditional OAuth flows break under agentic pressure, you’ve felt the pain of "Secret Zero" in a LangChain loop, and you know exactly where the industry’s current tools fall short. At Okta, you won't just implement security; you will use your battle-tested experience to drive the product features needed to secure the next generation of identities.

The AI Identity Architect's mission is to own Okta’s enterprise identity strategy for autonomous AI agents. As Customer Zero, you will implement Okta on Okta—validating identity patterns at production scale, feeding direct input into product roadmaps, and partnering with business units building internal agentic systems.

What you’ll be doing 

Product Vision & Architecture (The "Ratified R0")

• Drive the Roadmap: Act as a primary stakeholder for Okta’s product teams. Translate your real-world experience securing agents into prioritized feature requests and product requirements.
• Target State: Define a multi-year roadmap for Non-Human Identities (NHIs) and AI Agents aligned with Zero Trust (NIST 800-207) and Okta’s Secure Identity Commitment.
• Posture First: Use ISPM (Identity Security Posture Management) to discover unmanaged AI agents and eliminate "Identity Debt" across the enterprise.

Cross-App Access & Brokered Delegation

• Agent-to-App Connectivity: Architect secure Cross-App Access patterns where agents act as intermediaries between enterprise systems.
• Delegated Authority: Refine how user identity is "brokered" to an agent (e.g. OAuth2 Token Exchange), ensuring the agent never has more power than the human user who triggered it.
• Session Scoping: Implement context-bound, short-lived tokens to prevent lateral movement by a compromised agent.

Okta Customer Zero -- Validate and publish patterns using Okta primitives to secure the AI lifecycle for:

• Okta Identity Engine & Auth0: Define how AI agents prove their identity within AuthN/AuthZ core concepts, implementing rigorous protocols for secure access delegation like OAuth2/OIDC, mTLS, and SPIFFE/SPIRE for workload attestation.
• Okta Privilege Access: Implement JIT/JEA access and ephemeral, vaulted secrets for agent tool-use.
• Okta Identity Governance & Workflows: Automate the Joiner-Mover-Leaver (JML) lifecycle for agents, including automated certification and revocation.
• Fine-Grained Authorization: Implement ReBAC for intent-bound decisions (e.g., "Can this agent access the Finance API on behalf of the CFO?").
• Serve as "Customer Zero" by architecting and stress-testing internal AI security frameworks, translating real-world deployment lessons into a continuous stream of public-facing white papers, blogs, and technical guides to steer industry best practices.

AI Ecosystem & Tech Stack Integration -- Define how Okta identity is woven into modern AI orchestration layers:

• Orchestration: Secure identity patterns such as  LangChain, LangGraph, AutoGPT, CrewAI, LlamaIndex, and Semantic Kernel.
• Architect secure connectivity to AI model providers such as Azure OpenAI, AWS Bedrock, Google Vertex AI, OpenAI API, and Anthropic.

What you’ll bring to the role

• The "Been There" Factor: Proven track record of securing AI agents and non-human identities in a production environment. You have a deep understanding of the "identity gaps" in current AI frameworks.
• Experience: 7+ years in IAM/Security Architecture; proven strategy work across workforce, customer, and Non-Human Identities (NHIs).
• Deep knowledge of the core protocols OAuth2/OIDC (especially Token Exchange), SAML, mTLS, JWT, and Model Context Protocol (MCP).
• Hands-on experience with Modern Identity framework SPIFFE/SPIRE.
• Ability to author Architecture Decision Records (ADR) and influence at the VP/CTO level, while simultaneously acting as a peer to Product Management.

And extra credit if you have experience in any of the following! 

• Prior work shaping identity strategy for autonomous/agent systems, multi-agent delegation, or brokered access patterns.
• Exposure to policy-as-code (OPA/Cedar) and service-mesh identity.
• Certifications such as CISSP-ISSAP, CCSP, or TOGAF are welcome but not required or expected.

#LI-SM1

#LI-Hybrid

#LI-Remote

P21621_3398002

The Senior Business Value Manager Opportunity

Reporting to the Senior Director of Global Business Value & Strategy, this role you will work to identify, define, quantify, and deliver business value to customers acquiring and implementing Okta solutions. You will develop and present compelling value propositions, proposals, and business cases, and then track post-sales benefit realization in support of Okta’s largest customers and opportunities.

What you’ll be doing 

• Support sales engagements through initial business value proposition creation, process and capability assessments, and financial projections for CFO-Ready Business case presentations.
• Draw insights for customers using public sources.
• Lead sales, pre-sales, post-sales and other ecosystem members in order to discover, document, and present the business value of our solution in our largest opportunities.
• Build and present customized presentations to C-level audiences (CIO, CFO, or board level) who are considering strategic transformational investments in Okta products and services.
• Be the “go-to person” for sales management in your supported territory for value related activities.
• Coordinate with sales management, marketing, and other pre-sales functions to grow the amount of value related activity in your region.
• Defining new Business Value deliverables/processes + support standard tools/templates.
• Build out standard value cases and calculations for new capabilities.
• Develop and deliver training material used to enable sales teams and the broader ecosystem.

What you’ll bring to the role

• Ability to develop and deliver detailed presentations to customers on current/future state of processes and solutions in scope.
• Excellent consulting skill-set, including discovery, analysis, quantitative modeling, listening, communication, presentation, persuasion and project leadership skills.
• Comfortable navigating through investor presentations, press releases, earnings transcripts and financial documents (10K & 10Q); familiarity with industry-specific publications a plus.
• Understanding of software deal dynamics and ability to think strategically about driving software opportunities forward.
• “Get it done” mentality - willingness to roll up the sleeves in a fast-paced, highly varied environment.
• Drive and motivation to take on additional responsibilities over time.
• Ability to work independently and creatively.
• Willingness to travel to customer sites; average of 30% travel; typically “day trips;” you control personal travel schedule.
• Working knowledge of how IT functions, particularly in the areas of Operations, IT Service.
• Management, Infrastructure and Application provisioning and management.
• Experience performing high-level briefings and presentations to senior executives and C-suite customers as required.
• Proficient in building financial models (ROI & TCO) for executives.
• Comfortable building customized PowerPoint slides.
• Bachelor's Degree in a financial or technical field OR equivalent work experience, advanced degrees a plus.

Requires in-person onboarding and travel to our San Francisco, CA HQ office or our Chicago office during the first week of employment.

#LI-Remote 

#LI-LSS1

requisition ID-  P24462_3364376

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. Ink is Carta’s Design System – the underlying foundation for how all of Carta looks and feels. Our focus is to make Financial Technology safe, intuitive, performant, and fun (yes, we said that).

As a Senior Design Systems Engineer, you’ll work to: 

• Architect and evolve the Ink component library: You will build and maintain robust, production-ready React components that blend rigorous design system standards, intuitive developer ergonomics, and extensible API design.
• Redefine the Design System for the Agentic Age: You will lead the R&D on how our design system evolves to support AI-driven interfaces. You will update our definition of a design system to accommodate generative workflows, ensuring Ink is optimized for both human developers and AI agents.
• Bridge the gap between design and code: You will act as a technical translator, taking concepts from Figma and turning them into performant UI code, ensuring that the "polish" of the design is never lost in translation.
• Elevate frontend quality and developer velocity: You will drive cross-functional projects to improve animation fluidity, CSS architecture, and system modularity, helping product teams solve 80% of their UI problems instantly so they can focus on the unique 20%.
• Coach and advocate for system adoption: You will mentor engineers and designers across the organization, conducting code reviews and design reviews to ensure best practices are met, while gathering feedback to iteratively improve the system’s flexibility and ease of use.

The Team You'll Work With

You’ll be joining our Design System team “Ink”. Ink is where visual design, user experience best practices, and modern React architecture fuse together to create a beautiful set of tools that allow teams to create great products fast. Our ultimate purpose is to enable great design at scale. We are a team that sits at the intersection of design and engineering; we build the foundational components, tooling, and documentation that empower hundreds of Carta engineers and designers to ship consistent, high-quality, and accessible interfaces.

About You

We are seeking an opinionated but humble builder who cares deeply about the craft of software and the details of design. You have likely built or maintained a component library before and understand the unique challenges of serving other developers as your primary customers.

• 7+ years of relevant experience recommended: Specifically in frontend engineering with a strong focus on design systems, AI-assisted development, or UI infrastructure.
• AI-Forward Innovator: You are actively pushing the limits of what design systems can do with AI. You are eager to explore how component APIs, tokens, and documentation can be optimized to support AI development patterns and the future of agentic UI.
• Systematic Thinker: You have a track record of replacing custom, one-off UI with modular, reusable solutions, and you can articulate the trade-offs of API design decisions to both engineers and designers.
• React & CSS Expert: You possess deep, expert-level knowledge of React (modern patterns, hooks, context), CSS (architecture, scalability), and animation technologies  such as CSS Animations, Framer, and D3. You write code that is not just functional, but a joy for other developers to use.
• Design Fluent: You are comfortable working and collaborating  inside Figma. You understand the nuances of interaction design and can prototype complex UI behaviors to validate concepts before they reach production.
• Champion of Quality: You have a "polish-oriented" mindset. You sweat the details on accessibility, performance, and visual fidelity, ensuring that our system sets a high bar for the rest of the company.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: 

• $212,500 - $250,000 in San Francisco, CA; New York, NY
• $201,000 - $237,500 in Seattle, WA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The financial industry is growing at a record pace, but our data providers are still stuck in the past — with cumbersome onboarding processes, complicated APIs, slow infrastructure, and expensive licensing costs.

Databento is the next generation market data provider — with the radical idea that you should only pay for the data that you use. We power the world's largest finance and fintech institutions and lower the barrier of entry for small startups, gaining over 4,000 users during our first year of launch. Our team brings former experience at the world's leading quantitative firms, including Two Sigma, Flow Traders, Tower Research, PDT Partners, SIG, and more.

We're looking for our first VP of Finance to build and own the finance function at Databento. This is a hands-on, zero-to-one role: there's no team to inherit, no processes to maintain, and no playbook to follow.

In terms of scope, you'll establish the accounting and reporting foundation we need to scale, own compliance across tax jurisdictions, and help steer the business with accurate metrics. You'll also mentor and eventually build out the accounting function as we expand.

As VP of Finance at Databento, you will:

• Ensure correct accounting and bookkeeping practices are followed consistently, and identify gaps in our current processes
• Get us on top of tax obligations at the state and country level as we expand across markets
• Own financial metrics used to steer business decisions, ensuring they are accurately defined, computed, and reported
• Produce financial documentation for fundraising, board reporting, and investor relations
• Oversee procurement integrity — confirming that received hardware and services match against purchase orders and payments
• Audit server hardware, colocation, and software license billing to ensure we're being billed correctly
• Confirm commissions and other incentive compensation are calculated accurately
• Identify and drive improvements to billing cycle complexity and other operational inefficiencies

We're looking for:

• 5+ years of finance experience, with meaningful time as a controller, VP of Finance, or CFO
• Hands-on experience with accounting, bookkeeping, and financial reporting — not just oversight
• Track record of managing multi-jurisdiction tax compliance (US state + international)
• Experience building or formalizing finance operations at a startup or high-growth company
• Strong analytical skills and comfort owning the metrics and models leadership relies on
• Willingness to work at a scrappy pace and do things yourself before delegating
  

Nice to have:

• Experience with usage-based billing models or SaaS revenue recognition
• CPA, CFA, or MBA, or similar
• Prior experience in fintech, trading, or a high-growth tech startup
• Experience preparing materials for fundraising rounds

We offer health, dental, disability, and life insurance benefits, as well as 401(k) matching for full-time employees. We accommodate 100% remote work, with teammates living around the globe and paid in their local currency.

Notice about phishing scams

Be cautious of phishing scams impersonating Databento that offer fake job interviews and request purchases. Official emails come only from @databento.com or us.greenhouse-mail.io (our ATS). Any other domains (e.g., databento-careers.com, databento.online) are fraudulent.

--

Databento, Inc. provides equal employment opportunities to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, veteran status, or genetics. We comply with federal, state, and local nondiscrimination laws in every location where we operate. This policy applies to all terms and conditions of employment, including recruiting, hiring, promotion, termination, layoff, recall, transfer, leave, compensation, and training. Pursuant to applicable laws, we consider qualified applicants with arrest or conviction records. If you need an accommodation, please let us know.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of participation in the private markets. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Business Development Manager, Private Equity Partners:

You will expand Carta’s distribution and market share by helping us deepen working relationships with key channel partners—and developing relationships with new ones. You will represent Carta as a valuable contributor to the Private Funds ecosystem, helping us to drive Private Equity and Private Credit fund penetration. 

• Create champions for Carta’s fund administration products (fund formation, SPV formation, valuations, KYC / AML, and portfolio insights) for private equity and private credit funds within the investment management ecosystem by partnering with, developing scalable strategies for, and engaging with partners that support upmarket and mid-market private funds
• These partners include law firms, audit/accounting firms, consultants, placement agents, compliance firms, industry groups, investment platforms, wealth managers, among others.      
• Work cross-functionally with Product, Delivery, Engineering, Implementations, Support, Sales, and Marketing to collect feedback from the industry, relay internally, and drive cross-functional conversations and roadmap for a strategy on deepening our mutual client penetration with preferred partners
• Develop and execute strategies to convert partners where Carta does not have deep relationships into preferred partners
• Coordinate and work alongside our Sales team to activate mutual books of business with partners
• Lead discovery on additional paths for Carta to add value to our partners to drive new business to Carta
• Drive non-linear referral motions with these partners to reliably drive a 50%+ increase in referrals
• Create awareness of Carta’s fund and investor tools for private equity and private credit funds, including identifying and attending conferences and other industry events
• Represent Carta in the field, meeting with current and prospective partners and attending industry events on Carta’s behalf (up to 25% travel)

The Team You’ll Work With

You’ll be joining our Private Funds sales team. The Business Development Manager, Private Funds Partners  will represent Carta in-market and advance the company’s efforts to grow its network, deepen existing relationships, and develop additional business opportunities for upmarket private funds. The Business Development role works cross-functionally to drive ecosystem partnerships to accelerate our growing business. Ideal candidates will be energized by building and managing impactful external relationships, driving cross-functional collaboration, digging into data, finding scalable and repeatable best practices, constructing strategic communications,  helping to change practices, and creating more owners across a rapidly evolving industry. 

About You

You enjoy building lasting, productive relationships. You are curious and you’re driven to key in on relationships and strategies that benefit all sides. You dig in to find ways to work with others. You are data-informed. You are empathetic with respect to the needs of our ecosystem partners. You have a strong moral compass. You are motivated by making a material impact on our business. You are energized by sharing your learnings with others. You roll up your sleeves to partner with colleagues from across the company to explore what’s possible and drive results. 

Qualifications

• An outgoing, natural networker with experience in building and maintaining relationships
• Knowledge of Private Equity and Private Credit funds and the broader industry
• Familiarity with how partners support private funds 
• Strong communication, presentation, and networking skills, with experience attending industry events

Nice-to-Have

• Relevant network of contacts within the community, specifically encompassing upmarket private equity funds and private credit funds, and the service providers that support them
• Prior experience building relationships or servicing funds as an industry partner supporting VC or private equity clients
• Prior experience managing relationships with high-profile ecosystem partners including investment funds, consultants, compliance providers, industry groups, investment platforms, wealth managers or other technology companies 
• Understanding of fund formation, regulations that apply to funds, fund administration, fundraising, or valuation services.

Salary

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. 

• $143,200 ($55.08/hour) - $180,000 OTE in New York, NY 

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

About the Role: 

AlphaSense is seeking a highly organized, proactive, and tech-savvy Executive Assistant to support our CFO and Chief People Officer. This is a high-impact role that ensures the seamless day-to-day operation of our G&A leadership, empowering some of the company’s most critical functions as we continue scaling. The ideal candidate excels in fast-paced environments, has executive-level communication skills, and is energized by the opportunity to contribute behind the scenes to a high-performing team.

What You’ll Do: 

• Drive Efficiency for the CPO & CFO: Ensure both executives’ time and attention are focused on the highest priority initiatives by expertly managing complex calendars, scheduling meetings, and coordinating cross-functional communications.

• Administrative Excellence: Own a high volume of operational tasks, including calendar management, meeting preparation, expense reports, and complex travel arrangements.

• Operational Support: Coordinate and help execute leadership meetings, all-hands, offsites, and planning sessions. Track follow-ups and ensure timely execution of key deliverables.

• Communication Liaison: Interface with People and Finance leadership, and broader G&A stakeholders, executive peers, and other internal teams with professionalism and discretion. Draft or coordinate communications when needed.

• Project Coordination: Support special projects across the People and FInance organizations, including coordination of goals reviews, planning cadences, onboarding schedules, and documentation updates.

• Meeting Preparation: Prepare or source materials for internal and external meetings (e.g., HR & Finance agenda items, strategic decks, financial KPIs, board updates, etc.).

• Time Optimization: Ensure both executives are where they need to be, with what they need—whether that’s context for a 1:1, a set of slides for a leadership sync, or a clear buffer between high-stakes meetings.

Who You Are:

• Experienced EA: You’ve supported senior executives (VP or above) in People, Finance, or similarly cross-functional environments, ideally within high-growth B2B SaaS companies.
• Business Savvy: You can hold your own in conversations spanning strategy, operations, finance, and people topics — you don’t need to be a subject matter expert, but you know how to engage, absorb, and act on complex business contexts quickly.
• Detail-Oriented & Organized: You don’t let anything fall through the cracks and can juggle many moving pieces without losing focus or quality.
• Professional & Discreet: You act with the highest level of confidentiality and professionalism across all interactions – particularly important given the sensitivity of People and Finance matters.
• Prioritization Pro: You’re a master of time management—able to identify what’s truly urgent, what’s strategic, and how to keep momentum across two distinct executive functions simultaneously.
• Strong Communicator: You write and speak clearly, and you’re comfortable representing your executive in written and verbal communication across levels.
• Self-Starter: You take initiative and proactively solve problems, always staying a few steps ahead of what’s needed.

Culture Carrier: You bring energy, warmth, and a sense of calm to your work, helping create an environment where others can do their best work.

Who we are

In the past, to be a successful restaurateur, you simply had to have a passion for food and a passion for people - but to succeed as a digital restaurateur you also need to have a passion for technology. We believe in the joy of serving others, and that's why we created Otter – to help restaurateurs succeed in online food delivery. Restaurants around the world, both large and small, including Chick-fil-A, Ben & Jerry’s, KFC, and Eataly trust our software to power their delivery business. We increase sales, reduce order issues, and decrease delivery headaches.

What you’ll do

As Product Manager for the Money Platform team, you’ll own the financial "source of truth" for Otter. You will build the infrastructure that handles every dollar from the moment a diner pays until it hits an operator’s bank account. You will:

• Architect money movement: Lead the strategy for our core payment and payout rails, ensuring high reliability across complex, multi-entity transactions and global processor integrations
• Scale the revenue engine: Own the Billing and Invoicing platforms, building a flexible "Product Catalog" and automated billing flows that ensure we collect payments while maintaining transparency for our partners
• Automate financial integrity: Build the "connective tissue" between our product and accounting, developing automated Financial Reconciliation and 1099 Tax tools that eliminate manual ops and ensure high accuracy
• Modernize processor onboarding: Design seamless onboarding workflows for new payment processors, reducing the friction for operators to start accepting payments and accelerating their time-to-value
• Defend the platform: Lead Fraud and Risk initiatives, deploying smart detection layers that protect Otter’s bottom line without introducing friction for legitimate customers
• Partner with "Money" Stakeholders: Act as the technical bridge between Engineering, Finance, and Customer Success to build "Embedded Finance" features that turn payments from a utility into a competitive advantage.

What we’re looking for

• 3+ years of product management experience, with a deep focus on Fintech, Payments, or complex Billing/ERP systems
• Deep technical fluency in payment APIs, ledger systems, reconciliation logic, and the nuances of global payment processing
• Operational mindset: You don’t just build features; you build systems that reduce manual overhead and scale through automation
• Proven scale: Experience shipping platform services that support thousands of merchants and handle high-volume transaction data without breaking
• Data & logic driven: High proficiency in SQL and a strong grasp of ledger-based accounting logic; you’re comfortable diving into database schemas to troubleshoot a reconciliation gap
• Exceptional stakeholder management skills; you can translate technical architectural needs to the CFO and financial requirements to the Engineering team with equal ease

Why join us

• Growing market: You’ll be focused on an $80 billion market that’s projected to reach at least $500 billion by 2030 in the US alone.
• Industry transformation: You’ll be part of a team redefining how restaurants run both online and offline.
• Impact at scale: What you build will directly power thousands of restaurants and millions of diners.
• Collaborative environment: You’ll work closely with talented colleagues across teams, with the support and guidance to grow your career.

What else you need to know

This role is based in our New York office. We believe the best ideas and fastest progress happen when we’re together, so this is an in-office role five days a week.

The base salary range for this role is $195,000 - 246,000 per year.

Actual compensation will be determined on an individual basis and may vary depending on experience, skills, and qualifications.

Base salary is just one part of your total rewards package. You may also be eligible for equity awards and an annual performance-based bonus.

Benefits Summary (USA Full-Time Exempt Employees):

• Medical, dental, and vision insurance (multiple plans, incl. HSA options).
• Company-paid life and disability insurance (short- and long-term).
• Voluntary insurance: accident, critical illness, hospital indemnity.
• Optional supplemental life insurance for self, spouse, and children.
• Pet insurance discount.
• 401(k).
• Health Savings Account (HSA)
• Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
• Time Off policies:
• Discretionary vacation days
• 8 paid holidays per year
• Paid sick time
• Paid Bereavement leave
• Paid Parental Leave

Benefits are subject to change at the company's discretion.
Atoms accepts applications on an ongoing basis.

Ready to join us as we serve those who serve others? 

#LI-Onsite

The Opportunity:

Grow Therapy is seeking a Director to lead and scale our revenue systems, strategy, and insights across the entire go-to-market organization. Reporting to the CFO, you will oversee the alignment of Sales and Customer Success operations to drive predictable and efficient revenue growth.

You’ll shape the strategic and operational rhythms of our Commercial functions including Provider Experience, Enterprise and Primary Care. Working cross-functionally with senior leadership to inform revenue strategy and ensure scalable operations as we enter our next phase of growth. Operationally, you will own everything from GTM data infrastructure and analytics, to process optimization, forecasting, and systems governance. You’ll manage and develop a high-performing team across multiple disciplines, and serve as the single source of truth for Grow’s overall Commercial operation.

This is a unique opportunity to build a world-class team at a high-growth, mission-driven startup that’s transforming mental healthcare accessibility.

What You’ll Be Doing: 

• Own the Revenue Operations Strategy: Design and implement a scalable revenue operations framework.
• Build and Lead a Team: Mentor and lead a growing team of revenue operations professionals focused on systems, analytics, and process excellence.
• Drive Revenue Intelligence: Develop and maintain forecasting models, performance dashboards, ROI analysis, and KPI frameworks to provide actionable insights to leadership.
• Optimize the GTM Tech Stack: Oversee administration and evolution of Grow’s CRM (currently HubSpot), plus related tools (e.g., Aircall,), ensuring cross-system integration and data accuracy.
• Enhance GTM Efficiency: Partner with functional leaders to identify bottlenecks, design process improvements, and ensure operational consistency across the customer lifecycle.
• Build Grow’s Commercial Finance function: zero-to-one build of a dedicated Finance team supporting Grow’s commercial teams, including planning/forecasting, target-setting, reporting, and decision support.
• Instill an AI-first culture: develop and implement an AI roadmap to improve Sales and RevOps efficiency, eliminating toil and producing high-quality work at scale to support a rapidly scaling commercial team

You’ll Be a Good Fit If:

• You have 7–10+ years of experience in Revenue Operations, Sales Operations, Commercial Finance, and/or GTM Strategy roles, with 5+ years of people leadership experience.
• You’ve scaled RevOps from early-stage (Series A/B) through high growth (Series C+) and understand how to build sustainable systems from scratch.
• You’re a HubSpot power user (or skilled in another CRM or related software and willing to learn HubSpot).
• You have a strong grasp of sales methodologies, funnel management, forecasting, and data analytics.
• You’ve used AI to significantly improve the quality and efficiency of your team’s work, with demonstrated quantifiable impact 
• You’ve worked closely with cross-functional GTM teams and can inform senior stakeholders with data-driven insights.
• You’re a technologist with business acumen, who understands modern data architecture best practices — capable of designing for scale but also will roll up your sleeves to execute when needed.

Employment Type: Full Time, Exempt
Base Compensation:
NY Hybrid Commitment- $231,000- $252,000 USD 

This role is hybrid (onsite from our NYC hub location) three days per week: Tuesday, Wednesday, Thursday). We also travel 2–3 times per year (e.g., company and department offsites).

The base compensation for this role will vary depending on several factors, including relevant experience, qualifications, and the candidate’s working location.

Note: Please upload your resume in PDF format

About Us

Riskified empowers businesses to unleash ecommerce growth by taking risk off the table. Many of the world’s biggest brands and publicly traded companies selling online rely on Riskified for guaranteed protection against chargebacks, to fight fraud and policy abuse at scale, and to improve customer retention. Developed and managed by the largest team of ecommerce risk analysts, data scientists and researchers, Riskified’s AI-powered fraud and risk intelligence platform analyzes the individual behind each interaction to provide real-time decisions and robust identity-based insights. Riskified is proud to work with incredible companies in virtually all industries including Acer, Gucci, Lorna Jane, GoPro, and many more.

We thrive in a collaborative work setting, alongside great people, to build and enhance products that matter. Abundant opportunities to create and contribute provide us with a sense of purpose that extends beyond ourselves, leaving a lasting impact. These sentiments capture why we choose Riskified every day. 

About the Role

Riskified is seeking an experienced and strategic professional to serve as its Head of Investor Relations. The role will be responsible for continuing to craft the Riskified story in collaboration with the leadership team, strengthening the communications strategy as well as the dissemination of that plan to the investment community.

The successful candidate will possess a strong IR background, either with experience working as a buy-side or sell-side analyst in the software sector, or experience in leading the investor relations function in a tech company.

What You'll Be Doing

• Set up and manage the quarterly earnings process, develop the script, perform analysis of results in partnership with FP&A and Accounting, develop key investment messages, and draft our Shareholder communications, conference call script, Q/A prep, and other preparation materials and presentations. Partner with teams across the company to ensure smooth execution.
• Refine investor outreach strategy and education, prepare executive leaders for conferences, non-deal roadshows, and select industry events.
• Handle first line communications between the company and the investment community including shareholder relations, both domestic and international. Represent the company as a spokesperson to the investment community with a focus on educating current and prospective shareholders about the company’s market opportunity, strategy, and performance.
• Work with the CFO to maintain and develop sell-side and buy-side analyst relationships.
• Monitor sell-side research, maintain consensus estimates and manage a working model for the company.
  Analyze internal and external forecasts, data, and assumptions to provide a consolidated view of external expectations and implications for stock price movement and investor and analyst perceptions.
• Advise senior management on expected investment community reaction to various strategic decisions and current market perceptions of the company.
• Communicate with executive management and the board of directors in addition to regular contact with financial staff and others across the company.
• Work closely with the Communications team on a full range of external and internal communications.
• Lead quarterly shareholder data recap for key internal constituents.
• Manage Investor Relations external website, including regular content updates.

Qualifications

• Bachelor's degree is required; MBA and/or CPA and/or CFA is preferred.
• 10+ years of progressively responsible business experience as in-house IR, investment related professional, and/or in equity research, buy-side investing 
• Established reputation with buy and sell-side analysts and institutional investors.
• Ability to work in a collaborative environment and work proactively with other functions to understand the company's story and vision.
• Experience in development and execution of communication strategies; excellent writing ability and communication skills.
• Outstanding interpersonal skills, positive, people-oriented, collaborative and energetic.
• Strong financial and investment analysis capabilities, including experience with financial modeling and valuation techniques.
• Awareness of selective disclosure and materiality issues as they relate to financial reporting.
• Knowledge of SEC disclosure requirements and filings, accounting concepts and financial analysis.
• Ability to work in a collaborative environment and work proactively with other functions to understand the company's story and vision.

The base salary range for this position is $290,000 - $320,000. This range is applicable to candidates who will perform the job either wholly, or in part, within New York City. Actual salary will be based on qualifications, competencies, and location. If you feel this range is not attractive, we encourage you to let us know through the application process. 

Base salary is just one part of the pay package at Riskified. All full-time regular employees receive a bonus target and are eligible to receive stock-based awards. Also, our value proposition goes way beyond compensation: our perks and benefits package, culture, community, and learning and development programs are just some of the elements we provide to bring value to our employees. We invite you to apply at www.riskified.com to learn more about what we have to offer. 

Life at Riskified

We are a fast-growing and dynamic tech company with 750+ team members globally. We value collaboration and innovative thinking. We’re looking for bright, driven, and passionate people to grow with us. 

Some of our NYC Benefits & Perks:

• Our NYC team is currently working in a hybrid of remote and in-office for all our team members
• Fully-covered medical, dental, and vision insurance from your first day
• Equity for all employees, 401(k) + matching, commuter benefits
• Catered lunch, fully-stocked kitchen, team events, happy hours, birthday celebrations
• Yoga, pilates, soccer league, wellness classes 
• Wide-ranging opportunities to volunteer and make an impact in local communities 
• Commitment to your professional development with global onboarding, sales bootcamp, skills-based courses, full access to Udemy, lunch & learns 
• Awesome Riskified gifts and swag! 

In the News

Reuters: General Atlantic-backed Riskified valued at $4.3 bln in NYSE debut

Fortune Magazine: Riskified named Best Workplaces in New York for 2022

The Muse: Q&A with Sales Enablement Manager Benedikt Parstorfer

Globes: Riskified is among Israel’s fastest growing companies 

TechCrunch: Riskified Prevents Fraud on Your Favorite E-commerce Site

CTech: Riskified’s VP HR on Post-COVID Flexible Work Routines

Riskified is deeply committed to the principle of equal opportunity for all individuals. We do not discriminate based on race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, or any other status protected by law.