Are you looking for the opportunity to make an impact?

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

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

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

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

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

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

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

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

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

Are you looking for the opportunity to make an impact?

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

The Senior Analyst - Production Operations, will work with Production and Operations Leadership to deliver process improvements, evaluate metrics and data, upskill the production network, and manage projects to enhance the efficiency and effectiveness of Berkadia’s Production support platform. The role will be partner in managing stakeholder relationships across the firm and manage projects from planning to completion. The role will support the decision-making process of the Production and Corporate Leadership teams by crafting insights and recommendations through analyzing different data sources (both qualitative and quantitative) and sourcing feedback from key stakeholders across the organization (corporate and production network). 

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

• Partner with stakeholders to drive and execute cross-functional projects for Berkadia’s Production leadership in support of the platform 
• Manage project timelines, and provide ongoing communication regarding project progress to Production leadership and project stakeholders  
• Identify Production network needs through careful analysis and interactions with the network; recommend solutions to Production leadership based on network feedback 
• Drive the success of process improvement and policy development initiatives for the Production network focused on standardizing Production operations, including collaborative projects like information sharing and storage, Production/deal process operational excellence, general guidance around best practices (e.g., fee sharing and collaboration), standardizing onboarding and training for Production team members, and other critical operational processes 
• Support revenue growth solutions (e.g., Leads business planning), including the development and delivery of solution-specific training 
• Perform financial and variance analysis related to Production products and producers in partnership with Production analytics team; create data products and reports to support planning and decision making  
• Work on ad-hoc projects and analyses as assigned by the Production leadership team 
• Other duties as assigned 

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

• Someone who can take ambiguous problems, structure them, and determine a path forward, including requesting the resources necessary to accomplish the task 
• Critical thinking ability to “look beyond” the immediate ask, with stakeholders’ objectives and challenges in mind 
• Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, and Excel; advanced experience transforming, analyzing and visualizing data for different audiences with Power BI and DAX/M or SQL strongly preferred 
• Resourcefulness and thoroughness in conducting complex analysis, research, and projects 
• Previous experience managing simultaneous projects including maintaining project tasks, coordinating work efforts of others and meeting deadlines 
• Ability to work independently, and possess strong written and verbal communication and presentation skills with multiple levels of an organization 
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities 
• Outstanding attention to detail 
• Ability to manage expectations, informing stakeholders of potential delays due to conflicting priorities 
• Can-do, proactive attitude that can make suggestions and give options rather than waiting for answers 
• Bachelor's degree or equivalent, 3+ years of experience in a similar role 

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

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

Be the Next Big Thing. Be Berkadia.

#LI-HG1 #LI-HYBRID

Are you looking for the opportunity to make an impact?

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

The Fund Manager provides analytical and administrative support to the AVP Fund Managers from inception through stabilization of LIHTC Funds and their underlying properties.  Thereafter, the Fund Manager is responsible for investor reporting, client servicing and aggregation of Berkadia’s portfolio data. 

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

• Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns, with specific attention to capital contribution adjusters, capital accounts and investor IRR.
• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
• Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
• Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management and make recommendations to VP Fund Management. Coordinate and manage Fund audits, tax returns, and investor K-1 preparations.
• Manage quarterly reporting obligations, investor requests, and annual analyses of Fund reserves.
• Collect, maintain and analyze data for annual Syndicator Assessment reports.
• Collaborate with Asset Management department and manage workflow with support from Berkadia’s Global Production team (remote office in Hyderabad, India). 

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

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

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

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

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

Are you looking for the opportunity to make an impact?

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

The Senior Analyst - Production Operations, will work with Production and Operations Leadership to deliver process improvements, evaluate metrics and data, upskill the production network, and manage projects to enhance the efficiency and effectiveness of Berkadia’s Production support platform. The role will partner in managing stakeholder relationships across the firm and manage projects from planning to completion. The role will support the decision-making process of the Production and Corporate Leadership teams by crafting insights and recommendations through analyzing different data sources (both qualitative and quantitative) and sourcing feedback from key stakeholders across the organization (corporate and production network). 

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

• Partner with stakeholders to drive and execute cross-functional projects for Berkadia’s Production leadership in support of the platform 
• Manage project timelines, and provide ongoing communication regarding project progress to Production leadership and project stakeholders  
• Identify and scope Production network needs through careful analysis and interactions with the network; recommend solutions to Production leadership based on network feedback 
• Drive the success of process improvement and policy development initiatives for the Production network focused on standardizing Production operations, including collaborative projects like information sharing and storage, Production/deal process operational excellence, general guidance around best practices (e.g., fee sharing and collaboration), standardizing onboarding and training for Production team members, and other critical operational processes 
• Support revenue growth solutions (e.g., Leads business planning), including the development and delivery of solution-specific training 
• Perform financial and variance analysis related to Production products and producers in partnership with Production analytics team; create data products and reports to support planning and decision making  
• Work on ad-hoc projects and analyses as assigned by the Production leadership team 
• Other duties as assigned 

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

• Someone who can take ambiguous problems, structure them, and determine a path forward, including requesting the resources necessary to accomplish the task 
• Critical thinking ability to “look beyond” the immediate ask, with stakeholders’ objectives and challenges in mind 
• Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, and Excel; advanced experience transforming, analyzing and visualizing data for different audiences with Power BI and DAX/M or SQL strongly preferred 
• Resourcefulness and thoroughness in conducting complex analysis, research, and projects 
• Previous experience managing simultaneous projects including maintaining project tasks, coordinating work efforts of others and meeting deadlines 
• Ability to work independently, and possess strong written and verbal communication and presentation skills with multiple levels of an organization 
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities 
• Outstanding attention to detail 
• Ability to manage expectations, informing stakeholders of potential delays due to conflicting priorities 
• Can-do, proactive attitude that can make suggestions and give options rather than waiting for answers 
• Bachelor's degree or equivalent, 3+ years of experience in a similar role 

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

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

Be the Next Big Thing. Be Berkadia.

#LI-HG1 #LI-HYBRID

Growth Lead

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:

Join With Coverage as a Growth Lead on the Growth team - you’ll own and scale one of our fastest-growing verticals end-to-end. This is a sales-driven leadership role where you’ll drive growth of the vertical across the full conversion cycle, build deep industry relationships, and lead all aspects of deal execution.

We’re looking for someone who wants ownership, thrives in high-performance environments, and is eager to accelerate their career by building something meaningful. You’re motivated by results, comfortable operating with autonomy, and willing to put in the work required to achieve outsized outcomes as you directly shape the growth of one of our key business verticals.

What You’ll Do:

• Own the vertical’s growth. Become the true owner of a key business line as the Vertical Lead responsible for pipeline generation, relationship development, and deal execution.
• Drive execution. Generate demand through targeted outreach, manage the pipeline, and guide prospects through the full conversion cycle with clear communication and follow-through.
• Develop industry relationships. Develop a deep understanding of your vertical and build deep relationships with industry C-suite leaders, associations, and connectors.
• Shape the GTM playbook. Shape the sales playbook in partnership with an Insurance Lead and give product feedback to address the needs of your customers
• Build pipeline. Expand referral networks and identify new go-to-market opportunities to consistently grow qualified opportunities.

Who You Are:

• 4+ years in relevant fields (high-growth startups, management consulting, or investment banking/PE/VC)
• Expert relationship manager and networker, with capacity to excel in B2B sales closing 6-7 figure deals
• Excellent communication and executive presence – you will represent the brand
• Quick learner

For candidates based in the United States, the expected OTE pay range for this position at the start of employment is $200,000 – $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.

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

This is a fully onsite role and will report into one of our offices located in Philadelphia

With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.

While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.

• Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

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

NUANCES

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

QUALIFICATIONS

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

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

This is a fully onsite role and will report into one of our offices located in Philadelphia

With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.

While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.

• Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

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

NUANCES

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

QUALIFICATIONS

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

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

This is a fully onsite role and will report into one of our offices located in Philadelphia

With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.

While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.

• Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

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

NUANCES

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

QUALIFICATIONS

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

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

Position Summary:

The Growth team at Pareto plays a central role in shaping the company’s growth strategy, enabling commercial success, and supporting executive team decision-making. We partner closely with senior leadership and cross-functional teams to explore new growth opportunities, evaluate strategic partnerships, and translate complex analysis into clear, actionable direction.

The Director, Growth Strategy will play a pivotal role in advancing Pareto’s growth strategy and supporting top-priority strategic initiatives with high executive visibility. This role is ideal for a highly analytical, structured thinker with strong executive presence who thrives in ambiguity and enjoys both identifying key business and market insights and partnering with the internal team to operationalize and drive impact.

Key Responsibilities:

Leveraging prior experience in management consulting, banking, corporate development, and/or corporate strategy, you will help define strategy, support execution, and drive measurable business outcomes.

You will work closely with executive leadership, commercial teams, and cross-functional partners to evaluate opportunities, align teams, and operationalize decisions. Key responsibilities include:

• Support executive leadership and Board of Directors discussions, including preparation of high-quality analyses and board slides
• Lead and support enterprise-level strategic initiatives, including regional growth initiatives, partnerships, and new opportunities
• Independently scope strategic problems, develop structured workplans, and drive projects from analysis through recommendation and execution
• Partner closely with commercial, product, and operations teams to ensure alignment and execution of strategic priorities
• Size opportunities and business impact using rigorous quantitative analysis and financial modeling.
• Develop clear, compelling executive narratives and presentations, simplifying complex topics for senior stakeholders
• Monitor outcomes, build reporting, and manage performance metrics to ensure strategies translate into results. Partner closely with Rev Ops team to operationalize insights and align to Sales processes and tracking.
• Mentor and develop more junior team members as a colleague, fostering structured thinking and high-quality delivery. Opportunity to grow into people manager role with direct reports.

Required Qualifications / Skills:

• 8-10 years of experience in a dynamic, fast-moving environment, with background in management consulting, investment banking, corporate development, and/or corporate strategy
• Strong preference for candidates who have consulting or banking experience followed by in-house experience
• Exceptional structured problem-solving and quantitative skills, including ability to derive insights from complex data
• Demonstrated expertise in storyboarding, executive storytelling, and presentation development, including facilitating live executive discussions
• Strong executive presence with the ability to listen, synthesize, influence, and communicate clearly
• Comfort operating in ambiguity; ability to simplify complex, cross-functional challenges into clear strategic direction
• Proven ability to manage multiple concurrent priorities and work effectively in a matrixed organization
• Experience leading significant workstreams or owning projects end-to-end, especially in coordination with go-to-market / commercial team
• Bachelor’s degree required; MBA or other advanced degree preferred
• Experience in healthcare, specifically healthcare insurance, benefits, or payer-related segments preferred
• Advanced proficiency in PowerPoint and Excel; strong attention to detail and polish

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

As Centri continues its rapid expansion—including through targeted acquisitions—the CFO will play a key role in driving financial strategy, supporting M&A execution, and building a scalable infrastructure for sustained growth. A key member of the executive team, the Chief Financial Officer (CFO), reporting to the CEO, will serve as a strategic business partner and be responsible for oversight of the Finance function within the Firm. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury. 

Core Responsibilities:

• Build, develop and lead a strong Finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department.
• Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions.
• Ensure that standardized financial management policies and procedures are in place and followed; evaluate internal controls and maintain a system of controls over accounting transactions.
• Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities that align with Centri’s long-term growth goals including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives.
• Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives.
• Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, provide investment oversight, including cash management.
• Direct the Firm’s annual budget process. Oversee the short-and long-term financial health of the Firm. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments.
• Provide strategic fiscal planning to offer a basis for future decision-making in the Firm, including future expansion.
• Present financial, legal and other operational items to executive management and the Firm Advisory Board.
• Work closely with the CHRO to review employee benefit plans and annual renewal analysis.
• Oversee the Firm’s agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification partnering with outside counsel as appropriate.
• Coordinate filing of income and all other tax returns and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Oversee the preparation of annual K-1 tax worksheets/schedules. Coordinate with external auditors and Human Resources for annual benefit plan audits.
• Partner with the CEO and executive team to evaluate growth strategies, including finance structures, M&A opportunities, and other capital financing alternatives.

Qualifications: 

• BS in Accounting, Finance or Business expected. 
• CPA certification or MBA degree is required.
• Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level.
• At least 10 years of experience in the professional services industry.
• M&A and Capital Financing experience preferred.
• Experience with NetSuite or comparable ERP platform valued.
• Experience overseeing a multiple office environment preferred.
• Advanced Excel skills and proficiency in Word and PowerPoint.
• Strong appreciation for procedure, process and operational excellence.
• Excellent presentation skills; strong executive presence and public speaking ability.
• Strong network of external professional contacts.
• Ability to write accurately and succinctly