Serve as a key member of the assigned area Leadership Team, actively participating in strategic and tactical planning with a financial perspective.
Provide financial and strategic support in various activities such as product development, M&A, and transformational efforts including outsourcing tactics.
Lead and develop staff to support departmental goals, while ensuring financial rigor and performance management discipline across the organization.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.
Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.
Strategic Business Partnering: Serve as the primary finance partner to the product team, providing financial guidance for strategic decision-making.
Business Case Development: Partner with product team to create robust business cases for new product initiatives, evaluating potential ROI and financial impact.
Financial Modeling & Forecasting: Develop and maintain sophisticated models to forecast revenue, costs, and profitability, ensuring alignment with business objectives.
Tala is AI-native credit infrastructure for the global majority, combining proprietary risk intelligence with capital and distribution partners to power credit access at scale. Backed by more than $500 million in funding, the company has distributed over $7 billion in capital to more than 13 million customers across Africa, Latin America, and Asia, building one of the most robust datasets on thin-file borrowers worldwide.
Lead the company's annual budgeting, long-range strategic planning, and rolling forecasting processes.
Develop and maintain robust financial models to evaluate business performance, M&A opportunities, and product-level reporting.
Partner with department heads to manage operating expenses, identify cost-saving opportunities, and support strategic initiatives.
UltraViolet Cyber is a platform-enabled unified security operations company offering comprehensive security solutions for Fortune 500, Federal Government, and Commercial clients. Founded by security practitioners with decades of experience, the company operates globally with offices in McLean, Virginia, and India.
Drive financial excellence by coordinating between Finance and Wellbeing leadership to enhance operational efficiency and oversee financial planning.
Lead strategic initiatives by tracking unit cost metrics, identifying cost drivers, and managing performance improvement investments.
Support business development through financial modeling for RFPs, renewals, and client proposals, and optimize vendor relationships.
Personify Health created the first personalized health platform, combining health plan administration, wellbeing solutions, and care navigation. The company serves employers and health plans with data-driven solutions and fosters a diverse, inclusive community with flexible opportunities.
Lead strategic financial planning, budgeting, forecasting, and fundraising strategy development for the company.
Partner with the CFO and executive team to evaluate key initiatives and prepare materials for investors.
Manage long-term planning with operational benchmarking and coordinate with the FP&A team.
Cohere is a security-first enterprise AI company building cutting-edge foundation models and end-to-end products for real-world business problems. They are a global team of researchers, engineers, and designers, co-headquartered in Toronto and San Francisco.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Develop and execute financial strategies, budgeting, and forecasting.
Provide strategic analysis and decision support to executive leadership.
Partner with department heads to track performance and optimize growth.
AffirmedRx is a pharmacy benefit management company focused on improving healthcare outcomes through clarity and trust. Their culture emphasizes doing what's right and leveraging clinical approaches and technology.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Conduct financial modeling, forecasting, and variance analysis to evaluate business performance.
Support strategic planning initiatives and collaborate with cross-functional teams to align financial objectives.
Prepare financial reports, dashboards, and presentations for leadership and stakeholders.
The partner company specializes in financial strategy and analysis, supporting business growth through data-driven insights. It operates a remote-first, collaborative culture with a focus on innovation and teamwork.
Lead financial strategy, planning, and operational improvements while supporting executive decision-making.
Partner with senior leadership to define, monitor, and improve key performance indicators across the organization.
Build and maintain financial forecasting tools, operating models, and reporting frameworks to improve business predictability.
The company is a fast-scaling technology company that leverages AI-powered matching to streamline hiring processes. It offers a remote-first environment with a collaborative culture focused on innovation, customer impact, and continuous improvement.
Lead the strategic direction of the Life underwriting function, establishing underwriting philosophy and risk selection practices.
Champion innovation by evaluating accelerated underwriting, predictive analytics, and digital capabilities.
Partner with Product, New Business Operations, Distribution, and Compliance to drive profitable growth and operational excellence.
Horace Mann helps educators and their families achieve lifelong financial security. The company serves over 4,100 school districts nationwide, is publicly traded on the New York Stock Exchange, and has more than $12 billion in assets.
Lead the Property line P&L within the Small Commercial portfolio, driving profitability and growth.
Develop and execute product strategy, including building new Property products and enhancing existing ones.
Manage a team of four and collaborate cross-functionally with senior leadership on key business initiatives.
Liberty Mutual is a global insurance company providing property and casualty insurance. The company has a large workforce and emphasizes an inclusive culture, professional development, and employee resource groups.
Partner with Product & Engineering and Go-to-Market functions to own the strategic financial framework and influence business-critical decisions.
Lead capital allocation, define operational and financial KPIs, and drive growth efficiently through forecasting and resource planning.
Hire and mentor a high-performing finance team while spearheading AI-enabled process improvements.
HighLevel is an AI-powered business operating system for agencies, entrepreneurs, and SMBs to build, automate, and scale. With over 2,000 team members across 10+ countries, we operate as a global, remote-first organization built for speed and ownership.